NEW YORK, July 23, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the common stock of Primoris Services Corporation (“Primoris” or the “Company”) (NYSE: PRIM) between August 5, 2025 and June 22, 2026, inclusive.
What To Do Next:
Investors are encouraged to act promptly and submit a form at Primoris Services Corporation Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by September 21, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Primoris common stock traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Primoris Services Corporation ("Primoris" or the "Company") (NYSE: PRIM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Primoris and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until September 21, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Primoris securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On February 23, 2026, Primoris issued a press release reporting its fourth-quarter and full-year 2025 financial results. In the press release, Primoris disclosed increased costs on certain renewable energy projects, more challenging-than-anticipated soil conditions, and margin compression within its Energy segment, acknowledging that these issues adversely affected fourth-quarter profitability despite higher revenue.
On this news, Primoris's stock price fell $13.72 per share, or 8.28%, to close at $151.92 per share on February 24, 2026.
Then, on May 5, 2026, Primoris issued a press release reporting its financial results for the first quarter of 2026. In the press release, Primoris disclosed additional adverse developments affecting its renewable energy business, including revenue and margin pressure, delayed project starts, and weaker-than-expected first-quarter 2026 results. The Company also reduced its full-year 2026 Adjusted EPS guidance from $5.80-$6.00 to $4.80-$5.00 and lowered its Adjusted EBITDA guidance.
On this news, Primoris's stock price fell $101.69 per share, or 50.11%, to close at $101.23 per share on May 6, 2026.
Then, on June 8, 2026, Primoris issued a press release announcing that Anthony Vorderbruggen, the Company's President of Renewables, was departing Primoris, effective immediately.
On this news, Primoris's stock price fell $18.92 per share, or 15.4%, to close at $103.90 per share on June 9, 2026.
Finally, on June 22, 2026, Primoris issued a Business Update announcing that, following an internal review supported by an independent third-party industry expert, it had identified substantial challenges, cost overruns, and project delays affecting six renewable energy projects. The Company reduced its full-year 2026 Adjusted EPS guidance to $2.05-$2.60, lowered its Adjusted EBITDA guidance to $275 million-$325 million, projected that 2026 Renewables revenue would decline to approximately $2.1 billion, and announced the resignation of its Chief Operating Officer.
On this news, Primoris's stock price fell $23.39 per share, or 21.59%, to close at $84.95 per share on June 23, 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.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Certara, Inc. ("Certara" or the "Company") (NASDAQ: CERT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Certara 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 May 11, 2026, Certara reported its first quarter 2026 financial results. Certara disclosed that services revenue declined 4% year-over-year to $57.2 million, while services bookings declined 14% year-over-year to $66.6 million. In discussing the quarter, Certara said that it saw "softer performance from Tier 1 customers in MIDD services" and that services performance was "mixed." The Company also announced its exit from the regulatory business in their service segment. I n response to a question about consistency between software and services performance, Certara said that there had been "a lot of inconsistency and back and forth" over the last few quarters.
On this news, Certara's stock price fell $1.18 per share, or approximately 19%, to close at $5.13 on May 11, 2026.
Then, on June 17, 2026, Certara announced that John Gallagher, the Company's Chief Financial Officer, had notified Certara of his intent to resign from his office effective as of the end of the day on July 14, 2026.
On this news, Certara's stock price fell $0.49 per share, or 8.13%, to close at $5.54 per share on June 18, 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.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Maximus (MMS - Free Report) Headquartered in Reston, VA, Maximus operates government health and human services programs globally. With more than 37,200 employees across the globe, Maximus has a presence in the United States, Australia, Canada, Saudi Arabia, Singapore and the United Kingdom.
MMS is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. MMS has a Growth Style Score of B, forecasting year-over-year earnings growth of 14.5% for the current fiscal year.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.03 to $8.43 per share. MMS also boasts an average earnings surprise of +15%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, MMS should be on investors' short list.
PASADENA, Calif.--(BUSINESS WIRE)-- #airspacemodernization--Tetra Tech, Inc. (NASDAQ: TTEK), a leading provider of high-end consulting and engineering services in water, environment, and sustainable infrastructure, announced today that the Federal Aviation Administration (FAA) selected Tetra Tech for a $27 million task order under the Program Support Services contract to provide technical, analytical, and program management support for its major airspace redesign program. Under this 4-year contract, Tetra Tech engineer.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Elastic N.V. ("Elastic" or the "Company") (NYSE: ESTC). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Elastic 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 June 24, 2026, Elastic disclosed in a filing with the U.S. Securities and Exchange Commission ("SEC") that, in connection with "a plan . . . intended to simplify team structures, reduce organizational complexity, improve decision-making speed, reallocate resources towards key growth areas, and invest in the skills and capabilities needed to support the Company's ongoing growth", Elastic "expects to reduce its workforce by approximately 7%." The Company said that it "expects to incur total non-recurring cash charges of approximately $22 million to $25 million under the plan, which will primarily consist of employee-related costs, including severance and other termination benefits." In the same press release, Elastic disclosed that "Ken Exner, the Company's Chief Product Officer, notified the Company of his decision to resign from his position as Chief Product Officer", effective July 17, 2026.
On this news, Elastic's stock price fell $5.11 per share, or 8.7%, to close at $53.60 per share on June 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.
Investors in ABM Industries Incorporated (ABM - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Oct. 16, 2026 $60.00 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for ABM Industries shares, but what is the fundamental picture for the company? Currently, ABM Industries is a Zacks Rank #3 (Hold) in the Business - Services industry that ranks in the Bottom 19% of our Zacks Industry Rank. Over the last 60 days, three analysts have increased their earnings estimates for the current quarter, while none have dropped their estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from 98 cents per share to $1.01 in that period.
Given the way analysts feel about ABM Industries right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
SAN DIEGO, July 23, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Williams Tax & Financial Services have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $340 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera.
Based in Los Alamitos, Calif., Williams Tax & Financial Services is led by Steve Williams, CFP®, Enrolled Agent (EA). Williams is a second-generation financial advisor with nearly four decades of experience helping clients navigate complex financial decisions. He is joined by team members Jobel Rentino, EA, and Kirk Hunter.
A defining aspect of Williams Tax & Financial Services is its fully integrated model. The firm offers a streamlined, one-stop experience designed to help simplify clients’ financial lives. The practice remains family-oriented, with deep roots in the community and a legacy that began with Williams’ father, who originally founded a tax business.
Williams takes a holistic approach to advice, combining multiple disciplines to deliver a more complete financial picture. His process emphasizes simplicity and clarity, helping clients understand their projected income in retirement through streamlined, personalized planning. He also prioritizes building strong relationships, often taking time to understand clients’ personal circumstances before discussing financial strategies.
“Throughout my career, I’ve believed that financial advice should be both personal and practical,” Williams said. “We aim to give clients a clearer understanding of where they stand today and what they can expect in the future.”
<h3> Why Williams Tax & Financial Services Chose LPL
Williams selected LPL for its scale, independence and enhanced technology capabilities, which he believes will improve the client experience.
“I wanted a platform that allows me to remain independent and make decisions in my clients’ best interests, without being tied to specific products,” Williams said. “LPL’s technology and client-facing tools provide a more robust and transparent experience, helping clients better understand and manage their financial lives.”
Marc Cohen, chief growth officer at LPL Financial, said, “We are pleased to welcome Steve to LPL. His commitment to delivering personalized financial guidance, combined with his client-focused approach, aligns with LPL’s purpose to support advisors with the flexibility and capabilities they need to provide personalized advice. We look forward to supporting Steve and his team as they continue to grow and serve their clients.”
Outside of the office, Williams enjoys staying active and engaged in his community. He is an avid surfer and soccer player, frequently coaches youth sports and is actively involved in his church. He lives in San Clemente, Calif., with his wife and four children.
Related
Advisors, learn how LPL Financial can help take your business to the next level.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. Member FINRA/SIPC. Williams Tax & Financial Services and LPL Financial are separate entities.
Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2025.
Wall Street expects a year-over-year increase in earnings on higher revenues when LPL Financial Holdings Inc. (LPLA - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $5.39 per share in its upcoming report, which represents a year-over-year change of +19.5%.
Revenues are expected to be $5.03 billion, up 34.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.63% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for LPL Financial?For LPL Financial, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.27%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that LPL Financial will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that LPL Financial would post earnings of $5.49 per share when it actually produced earnings of $5.60, delivering a surprise of +2.00%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
LPL Financial doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerEvercore (EVR - Free Report) , another stock in the Zacks Financial - Investment Bank industry, is expected to report earnings per share of $3.02 for the quarter ended June 2026. This estimate points to a year-over-year change of +24.8%. Revenues for the quarter are expected to be $993.52 million, up 18.4% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Evercore has remained unchanged. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Evercore will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
AR Asset Management Inc. purchased a new position in Ares Management Corporation (NYSE:ARES – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 6,500 shares of the asset manager’s stock, valued at approximately $709,000.
A number of other hedge funds also recently bought and sold shares of ARES. Vanguard Group Inc. lifted its position in shares of Ares Management by 20.2% during the 4th quarter. Vanguard Group Inc. now owns 26,050,425 shares of the asset manager’s stock valued at $4,210,530,000 after buying an additional 4,373,955 shares in the last quarter. Norges Bank purchased a new stake in Ares Management in the 4th quarter worth $396,165,000. Geode Capital Management LLC raised its position in Ares Management by 55.7% during the fourth quarter. Geode Capital Management LLC now owns 5,489,004 shares of the asset manager’s stock worth $883,716,000 after acquiring an additional 1,963,460 shares during the period. Massachusetts Financial Services Co. MA raised its position in Ares Management by 26.3% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 5,705,599 shares of the asset manager’s stock worth $922,196,000 after acquiring an additional 1,187,174 shares during the period. Finally, River Road Asset Management LLC raised its position in Ares Management by 40,652.1% during the fourth quarter. River Road Asset Management LLC now owns 807,300 shares of the asset manager’s stock worth $130,484,000 after acquiring an additional 805,319 shares during the period. Hedge funds and other institutional investors own 50.03% of the company’s stock.
Wall Street Analysts Forecast Growth Several analysts have recently issued reports on the stock. Morgan Stanley set a $160.00 target price on shares of Ares Management in a research report on Tuesday. Oppenheimer decreased their price target on shares of Ares Management from $146.00 to $140.00 and set an “outperform” rating on the stock in a research note on Friday, July 17th. Royal Bank Of Canada reiterated an “outperform” rating on shares of Ares Management in a report on Wednesday, April 29th. JPMorgan Chase & Co. cut their price objective on Ares Management from $188.00 to $144.00 and set an “overweight” rating for the company in a research note on Tuesday, April 28th. Finally, The Goldman Sachs Group reduced their target price on Ares Management from $165.00 to $131.00 and set a “buy” rating for the company in a report on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $158.93.
Check Out Our Latest Research Report on ARES
Ares Management Stock Performance NYSE:ARES opened at $119.76 on Thursday. The company has a market cap of $39.50 billion, a P/E ratio of 55.70, a P/E/G ratio of 1.07 and a beta of 1.51. Ares Management Corporation has a twelve month low of $95.80 and a twelve month high of $195.26. The company’s 50-day moving average price is $123.57 and its 200-day moving average price is $125.94. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 0.96.
Ares Management (NYSE:ARES – Get Free Report) last announced its quarterly earnings data on Friday, May 1st. The asset manager reported $1.24 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.32 by ($0.08). Ares Management had a net margin of 10.54% and a return on equity of 22.14%. The business had revenue of $1.40 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same period in the prior year, the company posted $1.09 EPS. On average, sell-side analysts forecast that Ares Management Corporation will post 5.99 earnings per share for the current fiscal year.
Ares Management Dividend Announcement The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 16th were issued a $1.35 dividend. This represents a $5.40 annualized dividend and a yield of 4.5%. The ex-dividend date was Tuesday, June 16th. Ares Management’s payout ratio is presently 251.16%.
About Ares Management (Free Report)
Ares Management Corporation (NYSE: ARES) is a global alternative asset manager that provides investment solutions across credit, private equity and real estate. The firm originates and manages capital across a range of strategies including direct lending, syndicated and special situations credit, private equity buyouts and growth investments, and real estate equity and debt. Ares serves institutional investors, insurance companies, pension funds, sovereign wealth funds, and high‑net‑worth clients through both commingled funds and bespoke managed account structures.
Within credit, Ares offers strategies spanning leveraged loans, structured credit, opportunistic and distressed debt, and specialty finance, with an emphasis on underwriting, portfolio construction and active asset management.
Read More Five stocks we like better than Ares Management Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding ARES? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Ares Management Corporation (NYSE:ARES – Free Report).
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Badger Meter's CEO and CFO Face Personal Liability Claims After Shareholders Lost Over $36 Per Share When Alleged Order Pull-Forward Scheme Unraveled
, /PRNewswire/ -- SueWallSt alerts investors in Badger Meter, Inc. (NYSE: BMI) of a pending securities class action naming senior executives as individual defendants. Class Period: April 18, 2024 through April 16, 2026. Find out if you qualify to recover losses or contact Joseph E. Levi, Esq. at [email protected] | (888) SueWallSt.
BMI shares fell more than 24%, losing $36.75 per share in a single session after the Company disclosed that weakening short-cycle municipal orders had reduced revenue by $15 million to $20 million versus internal expectations. The Court has set August 3, 2026 as the deadline to apply for lead plaintiff appointment.
The Named Individual Defendants
Three senior officers are named as defendants in the action filed in the United States District Court for the Southern District of New York:
Kenneth C. Bockhorst, Chief Executive Officer throughout the Class Period, who signed SEC filings and made public statements attributing record results to "ongoing favorable industry fundamentals" and "robust customer demand" Robert A. Wrocklage, Chief Financial Officer until January 1, 2026, then Executive Vice President, who certified quarterly and annual financial reports and discussed demand drivers with analysts Daniel R. Weltzien, Chief Financial Officer since January 1, 2026, who certified subsequent financial reports and made statements regarding revenue variability Section 20(a) Control Person Framework
The lawsuit asserts claims under Section 20(a) of the Securities Exchange Act of 1934, which imposes liability on individuals who "controlled" an entity that violated securities laws. The complaint contends each Individual Defendant possessed the power and authority to control the contents of Badger Meter's SEC reports, press releases, and presentations to analysts and institutional investors. Each was allegedly provided with copies of the Company's public statements prior to issuance and had the ability to prevent their release or cause corrections.
Sarbanes-Oxley Certification Obligations
Under Sections 302 and 906 of the Sarbanes-Oxley Act, the CEO and CFO personally certify the accuracy of each quarterly and annual report filed with the SEC. The action alleges that:
Bockhorst and the serving CFO certified filings that presented pulled-forward revenue as evidence of durable demand These certifications accompanied financial results later revealed to have been inflated by order acceleration that depleted future-period revenue The certifying officers knew or recklessly disregarded that short-cycle demand variability "has always existed" but was concealed by backlog conditions When analysts directly asked whether customers were pulling forward orders, the CEO denied it, stating 75% of revenue goes to end users who "really, in many ways, cannot pull forward" Scienter Allegations
The pleading asserts that the Individual Defendants' own end-of-Class-Period admissions support an inference of scienter. Management acknowledged that short-cycle ordering variability existed throughout 2023 to 2025 but was "less visible in the revenue outcomes because of the backlog condition combined with projects in flight." This admission, as averred, suggests the defendants understood the true demand picture while publicly attributing results to secular growth drivers.
"Corporate officers have a duty to ensure their companies' public statements are accurate and complete. When executives personally certify financial results that are later shown to have been materially misleading, the securities laws provide a framework for holding those individuals accountable." -- Joseph E. Levi, Esq.
Submit your information to join the recovery or call Joseph E. Levi, Esq. at (888) SueWallSt.
SueWallSt -- Top 50 securities litigation firm (ISS, seven consecutive years). Over 70 professionals. Hundreds of millions recovered.
Frequently Asked Questions About the BMI Lawsuit
Q: Who are the defendants named in the BMI lawsuit? A: The complaint names Badger Meter, Inc. and individual defendants including CEO Kenneth C. Bockhorst, former CFO Robert A. Wrocklage, and current CFO Daniel R. Weltzien, each of whom signed SEC filings, made public statements, or certified financial disclosures under Sarbanes-Oxley.
Q: What specific misstatements does the BMI lawsuit allege? A: The complaint alleges Badger Meter made materially false or misleading statements regarding the drivers of its record financial results, attributing them to durable demand and secular growth trends while concealing that revenue was being pulled forward from future periods. When the true state was revealed, the stock price declined sharply.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: How do I know if I lost enough money to be the lead plaintiff? A: There is no minimum loss threshold. Courts appoint the investor with the largest provable loss who is willing and able to represent the class adequately. Contact SueWallSt before August 3, 2026 to evaluate.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What if I already sold my BMI shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (888) SueWallSt
Fax: (212) 363-7171
NEW YORK, July 23, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the common stock of Badger Meter, Inc. (“Badger Meter” or the “Company”) (NYSE: BMI) between April 18, 2024 and April 16, 2026, inclusive.
Should You Join The Badger Meter Class Action Lawsuit:
Do you, or did you, own shares of Badger Meter, Inc. (NYSE: BMI)?Did you purchase your shares between April 18, 2024 and April 16, 2026, inclusive?Did you lose money in your investment in Badger Meter, Inc.? What To Do Next:
Investors are encouraged to act promptly and submit a form at Badger Meter, Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by August 3, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Badger Meter common stock traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
LOS ANGELES, July 23, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Badger Meter, Inc. (“Badger” or “the Company”) (NYSE: BMI) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between April 18, 2024 and April 16, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 3, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Badger Meter claimed its financial performance was based on “secular growth drivers,” and “solid operating execution.” The Company touted “strong” demand and a “long runway” for growth. In truth, the Company’s performance was partially based on pulling forward customer orders to recognize revenue early. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Badger Meter, investors suffered damages.
Join the case to recover your losses.
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Badger Meter, Inc. ("Badger Meter" or the "Company") (NYSE: BMI). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Badger Meter and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 3, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Badger Meter securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On April 17, 2026, Badger Meter reported its first quarter 2026 financial results. Among other items, Badger Meter reported earnings per share of $0.93, missing consensus estimates by $0.26, and revenue of $202.03 million, missing consensus estimates by $28.58 million. Badger Meter disclosed that its utility water sales declined 10% year-over-year, reflecting project timing and softer short cycle municipal customer ordering.
On this news, Badger Meter's stock price fell $36.75 per share, or 24.13%, to close at $115.54 per share on April 17, 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.
Badger Meter Promised Investors "High Single-Digit" Growth Driven by "Robust Demand" — Then Delivered a 9% Revenue Decline and $36.75 Per Share in Losses When the Truth Emerged
, /PRNewswire/ -- SueWallSt highlights the contrast between Badger Meter, Inc.'s (NYSE: BMI) promises to shareholders and the results that ultimately materialized. Find our if you might be eligible to recover losses or contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.
BMI shares collapsed more than 24%, losing $36.75 per share on April 17, 2026, after the company disclosed total sales fell 9% year-over-year and utility water revenue dropped 10%. The lead plaintiff deadline is August 3, 2026.
The Promise
Throughout 2024 and into early 2025, Badger Meter's leadership painted a picture of durable, accelerating growth for investors. The company projected "high single-digit average top line growth" supported by what it described as "ongoing favorable industry fundamentals" and "secular growth drivers." Management characterized demand as "robust" and told the market its order book and opportunity pipeline "continue to support" the growth outlook. On the 1Q 2025 earnings call, the company went further, directly rejecting the possibility that customers were pulling orders forward, asserting that 75% of revenue went to end users who "really, in many ways, cannot pull forward."
The Reality
The company's actual trajectory told a different story:
Promised: "High single-digit average top line growth" sustained by secular demand Delivered: Total sales declined 9% year-over-year in 1Q 2026 Promised: Utility water revenue driven by "robust adoption rates" and "solid demand" Delivered: Utility water sales fell 10% year-over-year in 1Q 2026 Promised: Operating margins expanding on "strong operating execution" Delivered: Operating margin contracted from 22.2% to 17.4% in one year Promised: EPS growth trajectory; 1Q 2025 delivered $1.30 diluted EPS Delivered: Diluted EPS fell to $0.93 in 1Q 2026, a 28% decline Promised: No evidence of customer order pull-forward; "pretty normal order environment" Delivered: Management acknowledged $15 million to $20 million of revenue shortfall from "softer short-cycle municipal customer ordering" What the Lawsuit Contends About the Gap
The securities action alleges that Badger Meter's "record" results during the Class Period were not the product of genuine demand growth but were instead inflated by pulling forward customer orders, which depleted revenue from future periods. When backlog cushions thinned and short-cycle ordering weakened, the complaint asserts, the company could no longer mask the underlying deterioration. Management itself eventually conceded that the demand "variability" seen in 1Q 2026 "has always existed" during 2023-2025 but was "less visible" due to backlog levels and projects in flight.
"Companies that make specific promises to investors about future performance have an obligation to disclose known risks to those projections. The contrast between what Badger Meter communicated about its growth trajectory and what ultimately occurred raises serious questions for shareholders." — Joseph E. Levi, Esq.
Click here to submit your information and learn more about the case or call (888) SueWallSt.
LEAD PLAINTIFF DEADLINE: August 3, 2026
WHY SUEWALLST: SueWallSt is powered by Levi & Korsinsky LLP. Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States.
Frequently Asked Questions About the BMI Lawsuit
Q: What specific misstatements does the BMI lawsuit allege? A: The complaint alleges Badger Meter made materially false or misleading statements regarding the sustainability of its revenue growth, the strength of customer demand, and the absence of order pull-forward practices during the class period from April 18, 2024 through April 16, 2026. When the true state of demand was revealed, the stock price declined sharply.
Q: How much did BMI stock drop? A: Shares fell more than 24%, a decline of $36.75 per share, on April 17, 2026, after the company disclosed that total sales were 9% lower year-over-year and that short-cycle order rates were "weaker than anticipated." Across three corrective disclosures, BMI lost over $95 per share.
Q: What do BMI investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Contact SueWallSt, a brand of Levi & Korsinsky LLP, for a no-cost, no-obligation case evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as an absent class member.
Q: What if I already sold my BMI shares — can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: Can I join a different law firm's lawsuit instead? A: Multiple firms often file competing complaints. The court consolidates and appoints a single lead counsel. Contacting Levi & Korsinsky before August 3, 2026 ensures your losses are considered.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (888) SueWallSt
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
Wall Street expects a year-over-year increase in earnings on higher revenues when DT Midstream (DTM - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis natural gas pipeline operator is expected to post quarterly earnings of $1.14 per share in its upcoming report, which represents a year-over-year change of +9.6%.
Revenues are expected to be $338.24 million, up 9.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.22% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for DT Midstream?For DT Midstream, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -6.03%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that DT Midstream will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that DT Midstream would post earnings of $1.11 per share when it actually produced earnings of $1.27, delivering a surprise of +14.41%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
DT Midstream doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerNational Fuel Gas (NFG - Free Report) , another stock in the Zacks Oil and Gas - Integrated - United States industry, is expected to report earnings per share of $1.47 for the quarter ended June 2026. This estimate points to a year-over-year change of -10.4%. Revenues for the quarter are expected to be $564.39 million, up 6.1% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for National Fuel Gas has been revised 0.8% up to the current level. Nevertheless, the company now has an Earnings ESP of +2.15%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that National Fuel Gas will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Chewy (CHWY -3.39%) was a stock market darling during the pandemic. The online pet supply retailer boomed as locked-down consumers sought safe ways to shop for their pets.
As the necessity for social distancing waned, investors turned on the retail stock. However, Chewy's revenue never stopped growing even as customers returned to in-person shopping. The stock fell to a multiyear low in June 2026. However, the rebound that began late last month is likely to continue.
Image source: Getty Images.
The state of Chewy Chewy stock is up 23% since bottoming late in June. However, it is still at the lower end of the range in which it has traded since settling down after the pandemic. Today, it trades at an 82% discount from its all-time high.
Now, it appears that most investors have not reconsidered the stock's value proposition. Chewy's revenue growth never stopped, and it has evolved from merely a retailer into a more comprehensive pet care company.
Besides its Chewy+ loyalty program and the ease of automatic purchases through autoship, it began to expand internationally by serving parts of Canada. Furthermore, it offers online telehealth services for pets, and has opened numerous vet clinics.
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In its fiscal 2026 first quarter, which ended May 3, its net sales rose by almost 8% from year-ago levels to $3.36 billion. That was slightly higher than its 6% increase during fiscal 2025.
Moreover, the company turned profitable after fiscal 2022 and has reported positive earnings in every year since. In fiscal Q1, its net income surged by 52% to $95 million. Although net income fell in 2025, it would have increased rapidly if not for a $241 million one-time income tax benefit in 2024 that impacted the comparison.
This means investors can now buy into a more solid company whose stock trades at a fraction of its valuation during the pandemic. For now, it sells at a price-to-earnings ratio (P/E) of 36, which is a bit of a premium compared to the S&P 500's average earnings multiple of 25.5. But its forward P/E of 14 indicates that it's inexpensive based on where the company's bottom line is expected to go in the near future.
Chewy as a rebounding stock The company's continued business expansion and net sales growth amid a falling P/E ratio position the stock for a rebound. Investors may have lost interest in this e-commerce specialist after the pandemic. Nonetheless, it has evolved from just a retailer into more of a pet care company in that time.
Also, the huge surge in profits bodes well for prospective shareholders considering its low forward earnings multiple. Knowing this, investors may want to add the stock to their portfolios now before more people take notice of this increasingly attractive buying opportunity.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
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What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
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VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Avery Dennison (AVY - Free Report) Headquartered in Pasadena, CA, Avery Dennison Corporation produces pressure-sensitive materials, and a variety of tickets, tags, labels and other converted products. Its clientele is spread across the United States, Europe, Asia, Latin America and other regions.
AVY is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. AVY has a Growth Style Score of B, forecasting year-over-year earnings growth of 4.9% for the current fiscal year.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.00 to $10.00 per share. AVY also boasts an average earnings surprise of +2.1%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, AVY should be on investors' short list.
Avery Dennison (AVY - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis maker of office products is expected to post quarterly earnings of $2.47 per share in its upcoming report, which represents a year-over-year change of +2.1%.
Revenues are expected to be $2.29 billion, up 3.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.1% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Avery Dennison?For Avery Dennison, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.44%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Avery Dennison will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Avery Dennison would post earnings of $2.41 per share when it actually produced earnings of $2.47, delivering a surprise of +2.49%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Avery Dennison doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Wall Street analysts expect Teradyne (TER - Free Report) to post quarterly earnings of $2.04 per share in its upcoming report, which indicates a year-over-year increase of 257.9%. Revenues are expected to be $1.22 billion, up 86.4% from the year-ago quarter.
Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.
Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
With that in mind, let's delve into the average projections of some Teradyne metrics that are commonly tracked and projected by analysts on Wall Street.
The consensus among analysts is that 'Revenue- Semiconductor Test- System on-a-Chip' will reach $826.10 million. The estimate indicates a year-over-year change of +108.3%.
The collective assessment of analysts points to an estimated 'Revenue- Semiconductor Test- Memory' of $179.30 million. The estimate indicates a change of +194.2% from the prior-year quarter.
The consensus estimate for 'Revenue- Industrial Automation (Robotics)' stands at $89.06 million. The estimate points to a change of +18.8% from the year-ago quarter.
Analysts forecast 'Revenue- Semiconductor Test- IST' to reach $43.00 million. The estimate suggests a change of +25.2% year over year.
It is projected by analysts that the 'Revenue- Semiconductor Test' will reach $1.05 billion. The estimate indicates a year-over-year change of +113.1%.
View all Key Company Metrics for Teradyne here>>>
Over the past month, shares of Teradyne have returned -13.5% versus the Zacks S&P 500 composite's +0.4% change. Currently, TER carries a Zacks Rank #2 (Buy), suggesting that it may outperform. the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
SANTA BARBARA, Calif.--(BUSINESS WIRE)--Southern California-based global lifestyle brand UGG® (a division of Deckers Brands [NYSE: DECK]) is showing up in a big way this Back-to-School season, redefining what it means to head back to the classroom with a collection that blends craftsmanship, quality, and artistic self-expression. Inspired by the artists, musicians, and students shaping the next generation of culture, the campaign is anchored by the debut of the Ultra Mini Bailey Bow, available.
Key Takeaways Raymond James' adjusted EPS rose 44% to $3.14 as net revenues reached a record $3.93 billion.Asset management fees climbed 20%, while investment banking revenues jumped 37%.Client assets reached a record $1.92 trillion, and financial assets under management grew 31%. Raymond James’ (RJF - Free Report) third-quarter fiscal 2026 (ended June 30) adjusted earnings of $3.14 per share beat the Zacks Consensus Estimate of $2.91. The bottom line increased 44% from the prior-year quarter.
Results benefited primarily from an increase in revenues to record levels. Robust growth in assets under administration balances and a benefit from credit losses on bank loans further supported results. However, higher expenses were a headwind.
Net income available to common shareholders (GAAP basis) was $595 million or $3.01 per share, up from $435 million or $2.12 in the prior-year quarter.
RJF’s Revenues Improve, Expenses RiseNet revenues were a record $3.93 billion, up 16% year over year. The top line beat the Zacks Consensus Estimate of $3.86 billion.
Asset management and related administrative fees increased 20% year over year to $2.08 billion. Brokerage revenues rose 13% to $629 million, while account and service fees increased 5% to $316 million. Investment banking (IB) revenues jumped 37% to $291 million. Interest income was relatively stable at $994 million.
Segment-wise, in the reported quarter, the Private Client Group recorded 14% year-over-year growth in net revenues. Asset Management’s net revenues rose 24%, while Capital Markets’ top line increased 25%. Bank registered a rise of 7% from the prior year’s net revenues, while Other recorded negative revenues.
Non-interest expenses increased 12% from the prior-year quarter to $3.18 billion. The increase was mainly due to a rise in compensation, commissions and benefits, communications and information processing, occupancy and equipment, business development, investment sub-advisory fees and professional fees. This was partly offset by lower other expenses and a $26-million bank loan benefit for credit losses.
As of June 30, 2026, client assets under administration were a record $1.92 trillion, up 17% from the prior-year period. Financial assets under management of $345 billion grew 31% year over year.
RJF’s Balance Sheet & Capital Ratios StrongAs of June 30, 2026, Raymond James had total assets of $94.2 billion, up 3% from the prior-quarter end. Total common equity was $12.7 billion, up 1% from the previous quarter.
Book value per share was $66.11, up from $60.90 as of June 30, 2025.
As of June 30, 2026, the total capital ratio was 22.5%, down from 24.2% as of June 30, 2025. The Tier 1 capital ratio was 21.6% compared with 22.9% as of June 30, 2025.
Return on common equity (annualized basis) was 18.8% at the end of the reported quarter compared with 14.3% a year ago.
Update on Raymond James’ Share RepurchasesIn the reported quarter, RJF repurchased shares worth $400 million at an average price of $152 per share.
As of June 30, 2026, $1.1 billion remained available under the buyback authorization.
Our View on Raymond JamesRaymond James’ diversified business model and continued strength in the Private Client Group are expected to support results. Record fee-based assets, robust financial advisor recruiting, strong investment banking pipelines and ample capital and liquidity are positives for the company.
Also, the completion of the Clark Capital acquisition supported financial assets under management. However, elevated operating expenses remain a concern.
Currently, Raymond James carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of RJF’s PeersCharles Schwab’s (SCHW - Free Report) second-quarter 2026 adjusted earnings of $1.62 per share outpaced the Zacks Consensus Estimate of $1.53. The bottom line soared 42% year over year.
Schwab’s results benefited from the robust performance of the asset management business and record trading revenues. Higher net interest revenues and solid brokerage account numbers were other positives. However, an increase in expenses was the undermining factor.
Jefferies Financial Group’s (JEF - Free Report) second-quarter fiscal 2026 (ended May 31) adjusted earnings per share from continuing operations of $1.03 missed the Zacks Consensus Estimate of $1.09. However, the bottom line increased significantly from the prior-year quarter.
Results were primarily aided by record IB advisory and underwriting net revenues, as well as record equities net revenues. However, a rise in expenses hurt Jefferies’ results to an extent.
Wall Street expects a year-over-year decline in earnings on lower revenues when Group 1 Automotive (GPI - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis auto dealer is expected to post quarterly earnings of $10.79 per share in its upcoming report, which represents a year-over-year change of -6.3%.
Revenues are expected to be $5.65 billion, down 0.9% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.55% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Group 1 Automotive?For Group 1 Automotive, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.03%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Group 1 Automotive will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Group 1 Automotive would post earnings of $8.93 per share when it actually produced earnings of $8.66, delivering a surprise of -3.02%.
Over the last four quarters, the company has beaten consensus EPS estimates just once.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Group 1 Automotive doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerPenske Automotive (PAG - Free Report) , another stock in the Zacks Automotive - Retail and Whole Sales industry, is expected to report earnings per share of $3.38 for the quarter ended June 2026. This estimate points to a year-over-year change of -10.6%. Revenues for the quarter are expected to be $7.93 billion, up 3.4% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Penske has been revised 0.2% down to the current level. Nevertheless, the company now has an Earnings ESP of -0.74%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Penske will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when Blue Owl Capital Inc. (OWL - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $0.21 per share in its upcoming report, which represents no change from the year-ago quarter.
Revenues are expected to be $687.25 million, up 6.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.75% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Blue Owl Capital?For Blue Owl Capital, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.61%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Blue Owl Capital will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Blue Owl Capital would post earnings of $0.19 per share when it actually produced earnings of $0.19, delivering no surprise.
Over the last four quarters, the company has beaten consensus EPS estimates just once.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Blue Owl Capital doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: BorgWarner (BWA - Free Report) BorgWarner Inc. is a global product leader in clean and efficient technology solutions for combustion, hybrid and electric vehicles. Its products are designed to improve vehicle performance, propulsion efficiency, stability and air quality. The company manufactures and sells these products worldwide, primarily to OEMs of light vehicles, and also supplies OEMs of commercial vehicles and off-highway vehicles. BorgWarner also sells certain products to tier-one vehicle systems suppliers and into the aftermarket.
BWA is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 12.44; value investors should take notice.
Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.00 to $5.16 per share. BWA boasts an average earnings surprise of +11.1%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, BWA should be on investors' short list.
Wall Street expects a year-over-year increase in earnings on higher revenues when Darling Ingredients (DAR - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis producer of natural ingredients from edible and inedible bionutrients is expected to post quarterly earnings of $1.45 per share in its upcoming report, which represents a year-over-year change of +1511.1%.
Revenues are expected to be $1.8 billion, up 21.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 14.25% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Darling?For Darling, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Darling will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Darling would post earnings of $0.56 per share when it actually produced earnings of $0.83, delivering a surprise of +48.21%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Darling doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Food - Miscellaneous industry, Mondelez (MDLZ - Free Report) , is soon expected to post earnings of $0.67 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of -8.2%. Revenues for the quarter are expected to be $9.21 billion, up 2.5% from the year-ago quarter.
The consensus EPS estimate for Mondelez has been revised 6.8% lower over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +0.97%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that Mondelez will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Wall Street expects a year-over-year decline in earnings on higher revenues when Martin Marietta (MLM - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis seller of granite, limestone, sand and gravel is expected to post quarterly earnings of $4.62 per share in its upcoming report, which represents a year-over-year change of -14.9%.
Revenues are expected to be $1.87 billion, up 3.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.98% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Martin Marietta?For Martin Marietta, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -3.20%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Martin Marietta will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Martin Marietta would post earnings of $1.76 per share when it actually produced earnings of $1.93, delivering a surprise of +9.66%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Martin Marietta doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Building Products - Concrete and Aggregates industry, Vulcan Materials (VMC - Free Report) , is soon expected to post earnings of $2.5 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +2%. Revenues for the quarter are expected to be $2.16 billion, up 2.5% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Vulcan has been revised 0.6% down to the current level. Nevertheless, the company now has an Earnings ESP of -0.89%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Vulcan will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
NEW YORK, July 23, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the common stock of Planet Fitness, Inc. (“Planet Fitness” or the “Company”) (NYSE: PLNT) between November 6, 2025 and May 6, 2026, inclusive.
Should You Join The Planet Fitness Class Action Lawsuit:
Do you, or did you, own shares of Planet Fitness, Inc. (NYSE:PLNT)?
Did you purchase your shares between November 6, 2025 and May 6, 2026, inclusive?
Did you lose money in your investment in Planet Fitness, Inc.?
What To Do Next:
Investors are encouraged to act promptly and submit a form at Planet Fitness, Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by September 14, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Planet Fitness common stock traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Planet Fitness, Inc. ("Planet Fitness" or the "Company") (NYSE: PLNT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Planet Fitness and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until September 14, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Planet Fitness securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On May 7, 2026, Planet Fitness reported its first quarter 2026 financial results and updated its full-year outlook. Among other items, Planet Fitness disclosed that "2026 is off to a slower than expected start from a net member growth perspective" as the Company faced "internal and external headwinds during our peak sign-up period." The Company further disclosed that it was pausing its planned national Black Card price increase pending a broader pricing review. In addition, Planet Fitness stated that, based on "lower net joins than planned in the first quarter" and the decision to pause the Black Card price increase, it was reducing several of its 2026 growth expectations. The Company lowered expected system-wide same club sales growth to approximately 1%, compared to its prior guidance of 4% to 5%; revenue growth to approximately 7%, compared to prior guidance of approximately 9%; adjusted EBITDA growth to approximately 6%, compared to prior guidance of approximately 10%; adjusted net income to a decrease of approximately 2%, compared to prior guidance of 4% to 5% growth; and adjusted diluted EPS growth to approximately 4%, compared to prior guidance of 9% to 10%.
On this news, Planet Fitness's stock price fell $19.95 per share, or 31.19%, to close at $44.01 per share on May 7, 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.
Planet Fitness allegedly used risk disclosures and investor communications that failed to identify specific marketing and pricing problems already affecting net joins, Black Card rollout assumptions, and 2026 guidance.
, /PRNewswire/ -- SueWallSt alerts investors in Planet Fitness, Inc. (NYSE: PLNT) that a securities class action has been filed on behalf of shareholders who purchased Planet Fitness securities between November 6, 2025 and May 6, 2026. Submit your information. You may also contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.
PLNT declined from $63.96 per share on May 6, 2026 to $44.01 per share on May 7, 2026, a $19.95 per-share drop of approximately 31.19%. LEAD PLAINTIFF DEADLINE: September 14, 2026.
Alleged Disclosure Adequacy Issues in Planet Fitness Risk Statements
The complaint challenges whether Planet Fitness' public statements and risk disclosures adequately informed investors that its national marketing campaign allegedly was not resonating with core fitness beginners and casual gym-goers. As alleged, the Company's communications created the impression that management possessed reliable information supporting the Black Card price rollout, projected membership growth, and sales targets.
The action claims those statements omitted that the campaign allegedly was "actively intimidating" the Company's target demographic during the peak first-quarter sign-up period. Planet Fitness later announced reduced 2026 guidance, withdrew its three-year growth algorithm, and paused the planned national Black Card price increase.
Disclosure Gaps Alleged in Planet Fitness SEC and Investor Communications
The complaint contends investors were not specifically told that net member joins were facing internal headwinds during the most important seasonal sign-up period. The action asserts that the Black Card price increase to $29.99 depended on assumptions that were allegedly not achievable under current marketing conditions. The lawsuit claims the three-year growth algorithm relied on rate and volume expectations that were allegedly undermined before the May 7, 2026 update. Plaintiffs allege the Company minimized risks tied to seasonality, weather, macroeconomic conditions, and customer acquisition while omitting specific marketing problems. Why the May 7 Guidance Reset Matters to Shareholders
On May 7, 2026, Planet Fitness updated 2026 expectations, including system-wide same-club sales growth of approximately 1%, down from 4% to 5%; revenue growth of approximately 7%, down from approximately 9%; adjusted EBITDA growth of approximately 6%, down from approximately 10%; and adjusted diluted EPS growth of approximately 4%, down from 9% to 10%.
The lawsuit asserts claims under Sections 10(b) and 20(a) of the Exchange Act and Rule 10b-5. The filing states that investors purchased PLNT shares at allegedly inflated prices before the disclosure corrected prior alleged omissions.
"Generic risk factor language cannot substitute for disclosing specific, known problems that are already affecting a company's operations. Here, investors should review whether Planet Fitness' disclosures adequately described the alleged marketing and pricing risks that preceded the $19.95 per-share decline." -- Joseph E. Levi, Esq.
Act now. Click here to learn more or call (888) SueWallSt.
WHY SUEWALLST: SueWallSt is powered by Levi & Korsinsky LLP. Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States.
Frequently Asked Questions About the PLNT Lawsuit
Q: What specific misstatements does the PLNT lawsuit allege? A: The complaint alleges Planet Fitness made materially false or misleading statements regarding the effectiveness of its marketing strategy, its ability to drive membership growth, the planned Black Card price increase, and its financial targets during the Class Period. When the Company disclosed slower net member growth, reduced 2026 guidance, withdrew its three-year growth algorithm, and paused the Black Card price rollout, the stock price declined sharply.
Q: What court was the PLNT class action filed in? A: The case was filed in the United States District Court for the District of New Hampshire and asserts claims under the federal securities laws.
Q: Who are the defendants named in the PLNT lawsuit? A: The complaint names Planet Fitness, Inc. and individual defendants Colleen Keating, Chief Executive Officer and Director, and Jay Stasz, former Chief Financial Officer.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with significant documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my PLNT shares, can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: What does it cost me to participate? A: There is no upfront cost to contact the firm. Securities class actions are generally handled on a pure contingency basis. No upfront fees, no retainer, and no out-of-pocket costs. Any attorneys' fees and expenses awarded to class counsel are subject to court approval.
Q: What if I live outside the United States? A: U.S. securities class actions generally cover purchases on U.S. exchanges regardless of the investor's country of residence.
CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\
[email protected]\
Tel: (888) SueWallSt\
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
Symbotic Inc. is expanding its end-to-end automation platform, leveraging acquisitions like Fox Robotics and ARMS Innovations to broaden its TAM and capabilities. While SYM's recent performance has been sluggish, system starts are rebounding, which is a leading indicator of growth. While execution risk and customer concentration persist, SYM's technology edge and market consolidation could drive further share gains and improved economics.
Symbotic Inc. (SYM - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this company have returned +7.7% over the past month versus the Zacks S&P 500 composite's +0.4% change. The Zacks Technology Services industry, to which SYMBOTIC INC belongs, has lost 4.7% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, SYMBOTIC INC is expected to post earnings of $0.12 per share, indicating a change of +340% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The consensus earnings estimate of $0.5 for the current fiscal year indicates a year-over-year change of -72.5%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $0.67 indicates a change of +34.5% from what SYMBOTIC INC is expected to report a year ago. Over the past month, the estimate has changed +6.3%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for SYMBOTIC INC.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For SYMBOTIC INC, the consensus sales estimate for the current quarter of $714.76 million indicates a year-over-year change of +20.7%. For the current and next fiscal years, $2.79 billion and $3.62 billion estimates indicate +24.1% and +30% changes, respectively.
Last Reported Results and Surprise HistorySYMBOTIC INC reported revenues of $676.48 million in the last reported quarter, representing a year-over-year change of +23.1%. EPS of $0.44 for the same period compares with -$0.04 a year ago.
Compared to the Zacks Consensus Estimate of $660.6 million, the reported revenues represent a surprise of +2.4%. The EPS surprise was +300%.
Over the last four quarters, SYMBOTIC INC surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
SYMBOTIC INC is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about SYMBOTIC INC. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Equifax (EFX - Free Report) Equifax Inc. is a global data, analytics and technology company. It provides information solutions and human resources business process outsourcing services for businesses, governments and consumers. Its services are based on comprehensive databases of consumer and business information derived from numerous sources, including credit, financial assets, telecommunications and utility payments, employment, income, demographic and marketing data.
EFX is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. EFX has a Growth Style Score of B, forecasting year-over-year earnings growth of 11.9% for the current fiscal year.
Three analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.00 to $8.56 per share. EFX also boasts an average earnings surprise of +5%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, EFX should be on investors' short list.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: TE Connectivity (TEL - Free Report) TE Connectivity is a global technology company that designs and manufactures connectivity and sensor solutions for a wide range of industries, including automotive, aerospace, defense, energy, and medical. With operations in over 130 countries, the company provides innovative products that enable connectivity across diverse sectors.
TEL is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. TEL has a Momentum Style Score of A, and shares are up 0.9% over the past four weeks.
One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.00 to $11.31 per share. TEL boasts an average earnings surprise of +4.5%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, TEL should be on investors' short list.
Shares of TE Connectivity (TEL - Free Report) have gained 0.9% over the past four weeks to close the last trading session at $200.28, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $254.32 indicates a potential upside of 27%.
The mean estimate comprises 19 short-term price targets with a standard deviation of $28.56. While the lowest estimate of $206.00 indicates a 2.9% increase from the current price level, the most optimistic analyst expects the stock to surge 49.8% to reach $300.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.
However, an impressive consensus price target is not the only factor that indicates a potential upside in TEL. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Here's Why There Could be Plenty of Upside Left in TELAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current year, one estimate has moved higher over the last 30 days compared to no negative revision. As a result, the Zacks Consensus Estimate has increased 0.1%.
Moreover, TEL currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much TEL could gain, the direction of price movement it implies does appear to be a good guide.
The market expects Eastman Chemical (EMN - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis specialty chemicals maker is expected to post quarterly earnings of $1.80 per share in its upcoming report, which represents a year-over-year change of +12.5%.
Revenues are expected to be $2.37 billion, up 3.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.47% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Eastman Chemical?For Eastman Chemical, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.93%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Eastman Chemical will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Eastman Chemical would post earnings of $1.07 per share when it actually produced earnings of $1.09, delivering a surprise of +1.87%.
Over the last four quarters, the company has beaten consensus EPS estimates just once.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Eastman Chemical doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Twilio (TWLO - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this company have returned -2.6%, compared to the Zacks S&P 500 composite's +0.4% change. During this period, the Zacks Internet - Software industry, which Twilio falls in, has gained 7.3%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Twilio is expected to post earnings of $1.32 per share, indicating a change of +10.9% from the year-ago quarter. The Zacks Consensus Estimate has changed -1.5% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $5.64 points to a change of +15.3% from the prior year. Over the last 30 days, this estimate has changed -0.8%.
For the next fiscal year, the consensus earnings estimate of $6.53 indicates a change of +15.8% from what Twilio is expected to report a year ago. Over the past month, the estimate has changed -0.5%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Twilio is rated Zacks Rank #2 (Buy).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Twilio, the consensus sales estimate of $1.42 billion for the current quarter points to a year-over-year change of +15.8%. The $5.81 billion and $6.36 billion estimates for the current and next fiscal years indicate changes of +14.6% and +9.6%, respectively.
Last Reported Results and Surprise HistoryTwilio reported revenues of $1.41 billion in the last reported quarter, representing a year-over-year change of +20%. EPS of $1.5 for the same period compares with $1.14 a year ago.
Compared to the Zacks Consensus Estimate of $1.34 billion, the reported revenues represent a surprise of +4.93%. The EPS surprise was +18.11%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Twilio is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Twilio. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
CLEVELAND, July 23, 2026 (GLOBE NEWSWIRE) -- July 23, 2026 – CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, today announced it has launched the CBIZ Retirement Advantage PEP, a retirement solution designed to help middle-market businesses simplify retirement plan administration, reduce fiduciary burdens and provide employees with a competitive workplace savings benefit.
The CBIZ PEP delivers the level of oversight and discipline typically associated with large-plan providers, adapted for growing middle-market organizations. Unlike providers focused solely on retirement plan administration, CBIZ combines retirement consulting with a broad suite of employee benefits, insurance, payroll and advisory services, allowing clients to address workforce needs through an integrated approach.
Employers continue to face growing complexity associated with retirement plan governance, compliance requirements and fiduciary oversight. The CBIZ Pooled Employer Plan enables participating businesses to leverage a single retirement plan structure while outsourcing many administrative and fiduciary responsibilities to experienced providers.
“Managing a retirement plan has become increasingly complex. Employers are expected to navigate evolving regulations, oversee investments, manage vendors, and absorb fiduciary risk, all while controlling costs,” said Paula Lewis, Senior Vice President, Third Party Administration Operations for CBIZ. “A PEP lets multiple employers share one professionally managed 401(k) plan, greatly reducing administrative burden and fiduciary responsibility.”
Participating in CBIZ’s new PEP offers employers the following benefits:
Reduced administrative complexityProfessional fiduciary oversightStreamlined compliance and reportingAccess to institutional-quality retirement servicesA competitive employee benefit that supports recruitment and retention To learn more about CBIZ Retirement Advantage PEP, visit: Retirement Advantage PEP | CBIZ.
About CBIZ
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com.
Wall Street analysts expect Arch Capital Group (ACGL - Free Report) to post quarterly earnings of $2.46 per share in its upcoming report, which indicates a year-over-year decline of 4.7%. Revenues are expected to be $4.59 billion, down 3.5% from the year-ago quarter.
The consensus EPS estimate for the quarter has undergone a downward revision of 2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
Bearing this in mind, let's now explore the average estimates of specific Arch Capital metrics that are commonly monitored and projected by Wall Street analysts.
Based on the collective assessment of analysts, 'Revenues- Other income (loss)' should arrive at $10.00 million. The estimate points to a change of -44.4% from the year-ago quarter.
The average prediction of analysts places 'Revenues- Net investment income' at $423.21 million. The estimate points to a change of +4.5% from the year-ago quarter.
Analysts' assessment points toward 'Revenues- Net premiums earned- Reinsurance Segment' reaching $1.93 billion. The estimate points to a change of -6.1% from the year-ago quarter.
Analysts forecast 'Revenues- Net premiums earned- Insurance Segment' to reach $1.93 billion. The estimate indicates a change of -1.8% from the prior-year quarter.
The combined assessment of analysts suggests that 'Loss Ratio - Total' will likely reach 55.3%. The estimate compares to the year-ago value of 53.1%.
The collective assessment of analysts points to an estimated 'Underwriting Expense Ratio - Mortgage Segment' of 17.2%. Compared to the present estimate, the company reported 16.4% in the same quarter last year.
The consensus estimate for 'Expense Ratio - Other Operating Expense Ratio' stands at 10.3%. The estimate is in contrast to the year-ago figure of 9.1%.
Analysts predict that the 'Combined Ratio - Total' will reach 84.2%. The estimate compares to the year-ago value of 81.2%.
The consensus among analysts is that 'Underwriting Expense Ratio - Total' will reach 28.9%. Compared to the present estimate, the company reported 28.1% in the same quarter last year.
It is projected by analysts that the 'Loss Ratio - Insurance Segment' will reach 61.0%. The estimate is in contrast to the year-ago figure of 59.8%.
Analysts expect 'Underwriting Expense Ratio - Acquisition Expense Ratio - Insurance Segment' to come in at 19.7%. Compared to the present estimate, the company reported 19.6% in the same quarter last year.
According to the collective judgment of analysts, 'Underwriting Expense Ratio - Other Operating Expense Ratio - Insurance Segment' should come in at 15.0%. The estimate compares to the year-ago value of 14.0%.
View all Key Company Metrics for Arch Capital here>>>
Arch Capital shares have witnessed a change of +3.9% in the past month, in contrast to the Zacks S&P 500 composite's +0.4% move. With a Zacks Rank #3 (Hold), ACGL is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Tzv. hyperscaleři se v roce 2020 obchodovali s poměrem cen akcií k ziskům na akcii nad 40. Nyní jejich PE dosahuje něco nad 20, v roce 2013 to bylo asi 13. Detailnější pohled na tento vývoj a cyklus připomíná, že valuace mohou korigovat a měnit se příjemným a méně příjemným způsobem. Dnes se podíváme právě na to, co tento cyklus táhlo a k tomu přidáme pár úvah o budoucnosti.
Hyperscaleři tedy za posledních více než 10 let prošli z fáze poměrně nízkých valuací do fáze extrémně vysokých PE. A po nich přišla valuační korekce, která se zatím usadila u PE něco nad 20. Ukazuje pak vývoj posledních cca 5 let, že investoři to s optimismem u těchto akcií masivně přehnali? Jak jsem psal, PE může jít dolů více způsoby: Přes pokles ceny (tedy přes nižší čitatel), přes růst jmenovatele, tedy zisků. A řadou kombinací těchto dvou možností. Podívejme se na pár konkrétních čísel:
Čistá zisk Microsoftu se mezi lety 2020 – 2026 zvedl z cca 50 miliard na 125 miliard, Alphabet zaznamenal růst z 60 na 140 miliard dolarů, Amazon z 21 na 90, Meta z 30 na 70. Onen vývoj valuací byl tedy do značné míry ovlivněn tím, že zisky se cca zdvoj – ztrojnásobily. O tomto příjemnějším způsobu korekce valuací jsem tu přitom psal již před časem. Příklad těchto populárních a významných akcií a společností ukazuje, že to v praxi může skutečně „fungovat“. Bude tomu tak?
Podívejme se teď na následující obrázek, který detailně ukazuje, jak hyperscaleři v čase přispívají k růstu zisků na celém americkém akciovém trhu. V prvním čtvrtletí minulého roku to bylo více než třetinou, polovodiče asi 16 % a zbytek trhu asi 48 %. Trend je pak celkem jasný v tom smyslu, že hyperscaleři přispívají méně, zbytek trhu zhruba stejně a polovodiče vyznačené modře stále více:
Těžiště tahounů růstu zisků se tedy přesouvá od těch, kteří do AI investují, k těm, od nichž své investice nakupují. Je to celkem známý příběh točící se ve svém jádru kolem budoucí návratnosti AI investic. Tedy návratnosti toho, co hypercaleři nakupují a budují. Vývoj bývá skeptiky přirovnáván třeba k boomu železnic, kdy byla budována celá řada tratí. Jejichž využití nakonec v celku nebylo takové, jaké si budovatelé představovali. Nicméně třeba ocelárny, dodavatelé kolejí, nebo dřevěných pražců, mohly být spokojeni. Protože jejich zisky se dostavily.
Nevím, zda celý příběh kolem AI a s ní souvisejícími investicemi skončí podobně, jako ten s železnicemi. Nebo zda půjde cestou, kdy budoucí zisků hypercalerů dá prostor pro zajímavý růst cen bez toho, aby se valuace dostaly, či držely neudržitelně vysoko. V tom prvním „železnicovém“ případě by fakticky došlo k transferu bohatství od akcionářů hyperscalerů k akcionářům firem v polovodičích. Respektive všech těch, které dodávají hypercalerům. V tom druhém by všichni něco získali na celkové nově vytvořené hodnotě.
Tento pohled shora a z celku nám může ještě připomenout tezi ekonomů Goldman Sachs, podle které investice do AI nijak významně nepřispívají k růstu amerického produktu. Tento pohled jde proti naprosto dominantnímu, podle kterého jsou to naopak právě AI investice, co táhne celý produkt výrazně nahoru. V GS ale tvrdí, že investice hlavně natahují do USA dovozy. Nejde o žádný detail, k nějakému jasnému informačnímu rozuzlení tohoto příběhu ale nedochází. Ve scénáři GS by přitom případný útlum investic hypercalerů (daný přehodnocením potenciálu monetizovat AI) neměl mít větší dopad na HDP. Měl by dopad na dovozy. V druhém případě by platil opak – produkt by citlivě reagovat na změnu investičního chování hypercalerů.
Investor litigation firm [url="]Kaskela Law[/url] announces that it is investigating Integra LifeSciences Holdings Corp. (NASDAQ: IART) (âIntegraâ) on beha
TUSTIN, Calif.--(BUSINESS WIRE)---- $SBRA #ESG--Sabra Health Care REIT, Inc. (“Sabra” or the “Company”) (Nasdaq: SBRA) today released its sixth annual Sustainability Report for fiscal year 2025.The report highlights how Sabra is scaling successful pilot technologies into portfolio-wide initiatives, expanding solutions that improve care delivery and continuing to invest in resilient, efficient operations. Together with the Company's broader sustainability efforts, these initiatives reflect Sabra's continued int.
Archer Aviation Inc. (ACHR - Free Report) closed the last trading session at $5.18, gaining 2.6% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $10.03 indicates a 93.6% upside potential.
The mean estimate comprises 10 short-term price targets with a standard deviation of $4. While the lowest estimate of $4.50 indicates a 13.1% decline from the current price level, the most optimistic analyst expects the stock to surge 247.5% to reach $18.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.
However, an impressive consensus price target is not the only factor that indicates a potential upside in ACHR. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why ACHR Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current year, one estimate has moved higher over the last 30 days compared to no negative revision. As a result, the Zacks Consensus Estimate has increased 5.2%.
Moreover, ACHR currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much ACHR could gain, the direction of price movement it implies does appear to be a good guide.
CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics, Inc. (NYSE:ARW) announced it will host a conference call to discuss second-quarter 2026 financial results on Aug. 6, 2026, at 4:30 p.m. ET. Webcast: A live webcast of the conference call will be available via the events section of https://investor.arrow.com/investors or by accessing the webcast link directly at https://events.q4inc.com/attendee/235232794. Shortly after the conclusion of the conference call, a webcast replay will be availabl.
[url="]N-able[/url], Inc. (NYSE: NABL), a global cybersecurity company delivering business resilience, today announced it has been named a Champion in the [url
For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Corcept Therapeutics (CORT - Free Report) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.
Corcept Therapeutics is a member of the Medical sector. This group includes 914 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group.
The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. Corcept Therapeutics is currently sporting a Zacks Rank of #2 (Buy).
Within the past quarter, the Zacks Consensus Estimate for CORT's full-year earnings has moved 142% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.
Our latest available data shows that CORT has returned about 161.2% since the start of the calendar year. In comparison, Medical companies have returned an average of -1.2%. This means that Corcept Therapeutics is performing better than its sector in terms of year-to-date returns.
One other Medical stock that has outperformed the sector so far this year is Quest Diagnostics (DGX - Free Report) . The stock is up 20.9% year-to-date.
For Quest Diagnostics, the consensus EPS estimate for the current year has increased 0.1% over the past three months. The stock currently has a Zacks Rank #2 (Buy).
Breaking things down more, Corcept Therapeutics is a member of the Medical - Drugs industry, which includes 137 individual companies and currently sits at #93 in the Zacks Industry Rank. On average, this group has lost an average of 4.2% so far this year, meaning that CORT is performing better in terms of year-to-date returns.
Quest Diagnostics, however, belongs to the Medical - Outpatient and Home Healthcare industry. Currently, this 14-stock industry is ranked #95. The industry has moved +18.1% so far this year.
Corcept Therapeutics and Quest Diagnostics could continue their solid performance, so investors interested in Medical stocks should continue to pay close attention to these stocks.
Quest Diagnostics (DGX - Free Report) came out with quarterly earnings of $3.12 per share, beating the Zacks Consensus Estimate of $2.81 per share. This compares to earnings of $2.62 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +11.03%. A quarter ago, it was expected that this medical laboratory operator would post earnings of $2.37 per share when it actually produced earnings of $2.5, delivering a surprise of +5.49%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Quest Diagnostics, which belongs to the Zacks Medical - Outpatient and Home Healthcare industry, posted revenues of $3.04 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.15%. This compares to year-ago revenues of $2.76 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Quest Diagnostics shares have added about 20.9% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Quest Diagnostics?While Quest Diagnostics has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Quest Diagnostics was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.80 on $3.02 billion in revenues for the coming quarter and $10.72 on $11.84 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Outpatient and Home Healthcare is currently in the top 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Addus HomeCare (ADUS - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 3.
This provider of home-based personal care, nursing and rehabilitative therapy services is expected to post quarterly earnings of $1.69 per share in its upcoming report, which represents a year-over-year change of +13.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Addus HomeCare's revenues are expected to be $375.33 million, up 7.4% from the year-ago quarter.
Key Takeaways Quest Diagnostics posted Q2 adjusted EPS of $3.12 as revenues climbed 10.2% to $3.04 billion. DGX's testing demand drove growth, with requisition volume up 13.1% and organic volume rising 13.0%. DGX raised its 2026 revenue outlook to $11.95-$12.05 billion and adjusted EPS to $11.05-$11.25. Quest Diagnostics Incorporated (DGX - Free Report) reported second-quarter 2026 adjusted earnings of $3.12 per share, up 19.1% year over year. The figure beat the Zacks Consensus Estimate by 11%.
The adjusted results exclude certain one-time items, including amortization expenses, restructuring and integration charges, other expenses, and excess tax benefits related to stock-based compensation. GAAP earnings were $2.84 per share, up 15% from the prior-year figure.
DGX’s Q2 RevenuesRevenues rose 10.2% year over year to $3.04 billion and surpassed the Zacks Consensus Estimate by 2.1%. Growth was driven by higher testing demand, with requisition volume increasing 13.1% and organic requisition volume rising 13.0%.
DGX's Diagnostic Services Revenues ClimbDiagnostic Information Services revenues increased 10.3% year over year to $2.98 billion in the second quarter. The business accounted for nearly all of the company’s consolidated revenues and benefited from growth across physician, hospital and consumer channels.
Revenue per requisition declined 2.8% year over year. The decrease partly offset the benefit of higher volumes, but the scale of requisition growth supported double-digit revenue expansion for the segment.
DGX’s shares have gained nearly 6.2% in pre-market trading following the earnings report.
DGX's Margin Performance The cost of services during the reported quarter was $2.02 billion, up 10.9% year over year. Gross profit was $1.03 billion, up 8.9% from $943 million in the year-ago quarter. The gross margin contracted 40 basis points to 33.7%.
Selling, general and administrative expenses totaled $529 million, increasing 8.8% year over year. The operating margin narrowed 80 basis points to 15.1% in the second quarter.
DGX Strengthens Cash Flow and LiquidityQuest Diagnostics ended the second quarter with $626 million in cash and cash equivalents, up from $393 million at the end of the first quarter. During the first half, the company repurchased 0.5 million shares for $100 million, with $1.3 billion remaining under its authorization.
For the first six months of 2026, cash provided by operating activities increased 1.9% year over year to $875 million. Capital expenditures rose 12.1% to $252 million, reflecting continued investment in the business.
Quest Diagnostics Raises 2026 OutlookThe company now expects 2026 revenues to be between $11.95 billion and $12.05 billion, up from its prior range of $11.78-$11.90 billion. The revised outlook implies growth of 8.3-9.2%. The Zacks Consensus Estimate is pegged at $11.84 billion.
Adjusted diluted earnings are projected to be between $11.05 and $11.25 per share compared with the previous range of $10.63-$10.83. The Zacks Consensus Estimate for the metric is pegged at $10.72.
Our View on DGX StockQuest Diagnostics ended the second quarter of 2026 with earnings and revenues surpassing their respective estimates. The company saw robust growth across questhealth.com, consumer partnerships and Advanced Diagnostics. During the quarter, it also advanced key collaborations, secured New York approval for Haystack MRD and expanded laboratory automation and specimen-collection tools. Driven by the robust second-quarter performance, Quest Diagnostics raised its full-year 2026 guidance.
That said, the contraction of both margins in the quarter is discouraging.
DGX’s Zacks Rank & Other Key PicksQuest Diagnostics currently has a Zacks Rank #2 (Buy).
Some other top-ranked stocks from the broader medical space are Intuitive Surgical (ISRG - Free Report) , Phibro Animal Health (PAHC - Free Report) and QuidelOrtho CP (QDEL - Free Report) .
Intuitive Surgical, carrying a Zacks Rank #2 at present, posted a second-quarter 2026 adjusted EPS of $2.80, exceeding the Zacks Consensus Estimate by 12.9%. Revenues of $2.89 billion topped the Zacks Consensus Estimate by 3.1%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
ISRG’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 16.5%.
Phibro Animal Health, carrying a Zacks Rank #2 at present, posted a third-quarter fiscal 2026 adjusted EPS of 76 cents, exceeding the Zacks Consensus Estimate by 5.9%. Revenues of $383.5 million outperformed the Zacks Consensus Estimate by 6.3%. PAHC’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 16.2%.
QuidelOrtho, currently carrying a Zacks Rank #2, reported a first-quarter 2026 adjusted loss of 4 cents per share, which missed the Zacks Consensus Estimate by 110.8%. Revenues of $619.8 million beat the Zacks Consensus Estimate by 0.3%. QDEL beat earnings estimates in three of the trailing four quarters and missed on one occasion.
The logo of American motorcycle manufacturer Harley-Davidson is seen at an Harley-Davidson dealership in Paris, France, April 8, 2025. REUTERS/Gonzalo Fuentes Purchase Licensing Rights, opens new tab
CompaniesJuly 23 (Reuters) - Harley-Davidson (HOG.N), opens new tab reported lower second-quarter profit and revenue but raised its annual forecast on Thursday, as the legacy motorbike maker leaned on its wider turnaround plan to navigate higher costs of raw materials.
The company has been focused on its "Back to the Bricks" turnaround plan which attempts to capture younger riders by bringing back some of Harley's iconic motorcycles and rolling out models with smaller engines.
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Here are the details:
The company under new CEO Artie Starrs has been trying to shift its focus away from premier touring models by moving back to lighter and more affordable bikes, with an entry point to the Harley experience now hovering around the $10,000 mark.
Shares of the company fell about 1% in premarket trade.
Banking on stronger retail demand, the company now expects its annual global motorbike retail sales to be between 133,500 and 138,500 units, up from a previously expected range of 130,000 to 135,000 units.
The Milwaukee-based company reported a quarterly net income of $80 million, or 75 cents per share, compared with $108 million, or 88 cents per share, a year ago.
Overall revenue in the second quarter fell 6% to $1.23 billion from a year earlier.
Harley's second-quarter gross margin fell to 27.5% from 28.6% a year earlier, hurt by higher cost of raw materials, an unfavorable product mix and foreign exchange impacts.
Reporting by Nathan Gomes in Bengaluru; Editing by Devika Syamnath
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