Keytruda tvořila v první polovině roku 2026 více než 55 % farmaceutických tržeb společnosti Merck a tržby vzrostly na 16,40 miliardy USD. Firma čeká růst až do ztráty patentové ochrany v roce 2028.
Key Takeaways Keytruda accounted for more than 55% of Merck's pharmaceutical sales in the first half of 2026.Keytruda posted $16.40 billion in first-half 2026 sales, fueled by global demand across cancer settings.Merck is pursuing new Keytruda combinations as patent loss and biosimilar competition loom.
Merck’s (MRK - Free Report) strong foothold in the oncology space is backed by its biggest revenue driver, Keytruda. The blockbuster PD-L1 inhibitor alone accounts for more than 55% of the company’s total pharmaceutical sales.
In the United States, Keytruda is approved for 44 indications spanning 19 tumor types, along with two tumor-agnostic approvals as well as for many of these indications worldwide. Notably, more than 2,800 clinical studies are currently evaluating Keytruda across multiple cancer types and treatment settings.
Keytruda, approved for several types of cancers, has played an instrumental role in driving Merck’s steady revenue growth over the past few years. The drug recorded sales worth $16.40 billion in the first half of 2026, up almost 4.2% year over year. Keytruda Qlex, the subcutaneous formulation of Keytruda, contributed $590 million during this period. Keytruda Qlex can offer substantially quicker administration time than the intravenous infusion of Keytruda.
Keytruda sales are being driven by strong global uptake in earlier-stage indications and higher global demand in metastatic indications. Importantly, management expects the growth to continue till Keytruda loses patent exclusivity in 2028.
We expect Keytruda to remain a key revenue driver for the company in the second half of 2026, along with the Animal Health business and new product launches. Recent label expansions, including Keytruda’s use in combination with Pfizer’s Padcev in muscle-invasive bladder cancer, have broadened its patient base and should support sales growth.
However, Keytruda is expected to face significant biosimilar competition around 2028-2029. Once biosimilars enter, Keytruda’s sales are likely to decline sharply.
With Keytruda set to face patent loss in 2028, Merck is working on different strategies to drive the drug’s long-term growth. These include innovative immuno-oncology combinations, including Keytruda with LAG3 and CTLA-4 inhibitors.
In the next few years, competitive pressure might increase for Keytruda from dual PD-1/VEGF inhibitors that inhibit both the PD-1 pathway and the VEGF pathway at once. They are designed to overcome the limitations of single-target therapies like Keytruda.
PD-L1 Inhibitors Competing With MRK's KeytrudaKeytruda faces competition from other PD-L1 inhibitors, including Bristol Myers’ (BMY - Free Report) Opdivo, Roche’s (RHHBY - Free Report) Tecentriq and AstraZeneca’s (AZN - Free Report) Imfinzi.
BMY’s Opdivo, like Keytruda, is approved across multiple cancer types, including lung, melanoma and kidney cancers. Bristol Myers recorded $4.63 billion in Opdivo sales in the first half of 2026, down 3.9% year over year.
Tecentriq is Roche’s leading immuno-oncology drug approved for multiple cancer indications. RHHBY recorded CHF 1.70 billion in Tecentriq sales in the first half of 2026, up 6% year over year.
AZN’s Imfinzi generated sales of $3.55 billion in the first half of 2026, up 29%, driven by strong demand growth across all regions from established indications and new launches. Imfinzi has strategically expanded its use across multiple cancer indications, strengthening AstraZeneca’s oncology portfolio.
MRK's Price Performance, Valuation and EstimatesYear to date, shares of Merck have rallied 28.1% compared with the industry’s 14.3% rise. The stock has also outperformed the sector and the S&P 500 during the same time frame, as seen in the chart below.
Image Source: Zacks Investment Research
From a valuation standpoint, Merck appears to be trading at a premium compared to the industry. Going by the price/earnings ratio, MRK’s shares currently trade at 18.92 forward earnings, higher than 18.73 for the industry. The stock is also trading above its 5-year mean of 12.86.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings per share has declined from $3.76 to $3.25 while the same for 2027 has declined from $9.85 to $9.67 over the past 30 days.
Image Source: Zacks Investment Research
MRK's Zacks RankMerck currently has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Caterpillar zakončil 2. čtvrtletí s rekordním backlogem ve výši 72 miliard USD, což je meziročně o 92 % více. Firma zároveň zvýšila výhled tržeb na rok 2026 na růst ve středních až vyšších desítkách procent.
Key Takeaways Caterpillar ended Q2 with a record $72 billion backlog, up 92% year over year.About 59% of Caterpillar's backlog is expected to be delivered over the next 12 months.Caterpillar raised its 2026 sales outlook to mid-to-high teens growth from low-double-digit growth.
Caterpillar Inc.’s (CAT - Free Report) second-quarter 2026 results highlighted record revenue and earnings growth, but its record order backlog may be the most important signal for investors. Backlog provides insight into future demand and revenue visibility, offering a clearer view of business momentum over the coming quarters.
Caterpillar ended the second quarter of 2026 with a record backlog of $72 billion, 92% higher than last year. Backlog increased across all three segments, reflecting broad-based demand strength throughout the company’s portfolio.
Around 59% of this sizeable backlog is expected to be delivered over the next 12 months. This percentage has remained relatively stable over the past three quarters, highlighting the strength and consistency of demand.
The strong order book also supports management’s improved 2026 outlook. Caterpillar now expects mid-to-high teens growth in sales and revenues from 2025, compared with its previous expectation of low-double-digit growth.
In Construction Industries, North American demand continues to benefit from elevated infrastructure spending under the Infrastructure Investment and Jobs Act (IIJA). Investments in critical infrastructure and data center construction are also supporting activity. During the second quarter, CAT delivered its first units to Major Projects, a specialized, CAT dealer-owned rental joint venture serving multibillion-dollar projects across North America. The venture is expected to expand Caterpillar’s presence in the rental market.
The Resource Industries segment should benefit from favorable commodity prices and replacement demand for aging mining fleet. Mining customers are also increasingly adopting autonomous technologies to improve productivity, lower costs and enhance safety. Caterpillar acquired RPMGlobal in February 2026 and recently acquired Skycatch, strengthening its mining technology, data analytics and software capabilities.
In the Power & Energy segment, growth is being driven by sales of both reciprocating engines and turbines and turbine-related services, driven by increasing energy demand to support data center build-out related to cloud computing and generative Artificial Intelligence (AI). CAT is seeing demand for prime power solutions trend higher as data center customers look for alternative power solutions to keep pace with their growth.
To capitalize on rising power-generation and oil-and-gas demand, CAT will restart production of its 10-megawatt gas engine platform. It plans to bring about 1.5 gigawatts of capacity back online, with shipments to begin in the fourth quarter. It is also expanding turbine capacity and has repurposed a 250,000-square-foot facility in Wamego, KS. It is currently shipping PGM130 from the facility, a product that is popular for data center power generation.
Caterpillar Peers Also See Improving Order MomentumTerex Corporation (TEX - Free Report) ended the second quarter with a backlog of $6.9 billion, up 3.9% year over year, driven by increased bookings in each segment. Bookings of $2 billion increased 25.2% year over year and reflect a book-to-bill of 90%. Supported by its healthy order book and favorable end-market conditions, Terex raised its 2026 sales outlook to $7.9-$8.2 billion from the previous $7.5-$8.1 billion.
Astec Industries (ASTE - Free Report) ended the second quarter with a backlog of $601 million, reflecting a 58% year-over-year increase led by strong demand for aggregate processing equipment. Materials Solutions backlog surged 150.6% to $312.5 million, while Infrastructure Solutions segment’s backlog increased 12.7% to $288.6 million. Overall implied orders reached roughly $460 million in the quarter, up 6.7% sequentially, while the consolidated book-to-bill ratio was 113%.
Although considerably smaller than Caterpillar, both Terex and Astec reported expanding backlogs. This suggests customers in the industry continue to commit capital to construction and infrastructure projects despite economic uncertainty.
CAT’s Price Performance, Valuation & EstimatesCAT shares have gained 10.5% over the past six months compared with the industry’s 5.4% growth.
Image Source: Zacks Investment Research
Caterpillar is currently trading at a forward 12-month price/earnings (P/E) ratio of 28.68X compared with the industry average of 26.65X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CAT’s 2026 earnings indicates year-over-year growth of 39.4%. The consensus mark for revenues implies an increase of 15.5% for the year. The earnings estimate for 2027 indicates 21.7% growth, with revenues rising 21.7%.
Image Source: Zacks Investment Research
Earnings estimates for Caterpillar for both 2026 and 2027 have moved up over the past 60 days, as shown in the chart below.
Image Source: Zacks Investment Research
Caterpillar stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Barrick Mining v 1. čtvrtletí vytěžil 719 000 uncí zlata, nad svým výhledem, a produkce mědi vzrostla meziročně o 11 % na 49 000 tun. Vyšší těžba a ceny zlepšily výsledky: EPS dosáhl 0,96 USD a tržby činily 5,22 miliardy USD.
Shares of Barrick Mining (B -1.44%) are down around 0.5% so far this year and off roughly 20% from their 52-week high of $54.69. Based on those numbers, you would think the Canadian mining company is having a bad year, but that's far from the case.
The company reported gold production of 719,000 ounces in the first quarter, up from its guidance of 640,000 to 680,000 ounces. Copper production rose 11%, year over year, to 49,000 tonnes. That increased production, along with elevated prices for gold and copper, is leading to better financials.
Barrick's share price presents an opportunity. Here are three reasons why the stock may be a buy now.
Image source: Getty Images.
Gold may be back on the rise After falling from its all-time high of $5,590 per troy ounce in January, gold is back on the rebound. In June, it had tumbled to below $4,000 per troy ounce for the first time since November 2025, but now it is back over $4,300 per ounce.
While gold is typically viewed as a safe-haven play, its gains during 2025 made gold holdings an obvious asset for liquidity-hit investors to sell once the conflict in Iran broke out at the end of February. On top of that, the rising oil costs stemming from that conflict raised concerns about inflation and potentially higher interest rates, which can make investing in gold less attractive.
As of Aug. 7, though, the precious metal was back up to $4,340 per ounce, up more than 5% over the past month. Some analysts think a new gold run may just be beginning. JPMorgan Chase Global Research forecasts prices per ounce to average $6,000 per ounce by the final quarter of 2026, rising toward $6,300 per ounce by the end of 2027.
And gold is only part of the equation. Copper, increasingly seen as important for technology for its electrical and thermal conductivity, is up more than 38% so far this year.
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Barrick's situation in Mali has improved Barrick appears to have settled its problems in the West African nation of Mali. One of the company's largest mines in Africa is Loulo-Gounkoto in Mali. However, after coups in 2020 and 2021, Mali reformed its mining regulations, scrapping stability clauses, adding mid-cycle tax audits with draconian penalties, and requiring companies to agree to a greater local-company ownership dilution, from 20% to 35%.
None of this was good for Barrick, and operations at Loulo-Gounkoto were shut down in 2023 during the dispute. Since late last year, though, the company has been back in control of the mine. Up to 750,000 ounces of gold can be produced there annually, and a return to full operational control is boosting the company's cash flows.
In the first quarter, the company saw increased gold and copper production, leading to better financials. Earnings per share (EPS) were $0.96, up 256%, year over year. Earnings before interest, taxes, depreciation, and amortization (EBITDA) rose 103% over the same period last year to $2.76 billion and EBITDA margin was up 29%, year over year, to 66%. Revenue was reported as $5.22 billion, up 67%, over the same period in 2025.
The proposed spinoff of its North American operations could add value The company has said it plans an initial public offering (IPO) of its North American operations by 2026, retaining control through a 10% to 15% minority stake. The move would make the company's business segments more transparent.
It also could be a boon for investors. Its Tier One North American mining assets would likely command higher enterprise value/EBITDA multiples than Barrick's combined current multiples due to lower geopolitical risk, more stable regulatory frameworks, and stronger institutional investor appetite.
Those plans look more workable now that Barrick has settled its dispute with its venture partner, Newmont (NEM -3.18%), which had filed a formal dispute in February 2026 over production declines at Nevada Gold Mines. Under the terms of the deal, Newmont will pay Barrick $1.95 billion and has consented to Barrick's IPO of its North American mines. It remains to be seen whether strategic advantages and operational efficiency gains will justify such a complex restructuring.
One last reminder Barrick's investors can afford to be patient because of the company's shareholder-friendly actions. After a $1.5 billion share repurchase plan in 2025, it approved a new stock repurchase plan of up to $3 billion in the first quarter of 2026.
Its dividend yield is about 2.11% at the stock's current price. That dividend would grow with better performance. In November, Barrick raised its quarterly base dividend by 25% to $0.125 per share, with the additional amount tied to a performance system.
Chord Energy (CHRD) ve 2. čtvrtletí zvýšila upravený zisk na akcii o 259,8 % na 6,44 USD a tržby o 57,2 % na zhruba 1,5 mld. USD. Volný peněžní tok vzrostl na 413 mil. USD.
Key Takeaways Chord's Q2 2026 earnings increased 259.8% as revenue rose 57.2% and oil production increased 5.6%. Chord generated $413M in adjusted free cash flow and returned $220M to shareholders in Q2. Chord faces commodity exposure as 2027 hedges cover only about 18% of oil volumes. Chord Energy Corporation (CHRD - Free Report) shares have climbed 14.1% in the past month, putting the stock’s recent momentum in focus. The key question is whether better operating performance and cash generation can keep supporting the move.
The latest quarter provided meaningful fundamental backing, but commodity exposure, higher operating costs and still-developing long-lateral economics leave reasons for caution.
CHRD’s Q2 Results Add Fundamental SupportChord reported second-quarter 2026 adjusted earnings of $6.44 per share, up 259.8% from $1.79 a year earlier. Revenues increased 57.2% to roughly $1.5 billion from $950.3 million.
The top line beat the Zacks Consensus Estimate by 4.2%, while earnings missed the consensus mark by 3.6%. That combination points to a substantially improved year-over-year earnings picture, though not an across-the-board beat.
Chord’s Oil Production Keeps Moving HigherOil production reached 165.4 thousand barrels per day, up 5.6% from the prior-year quarter, while total production was 286.4 thousand barrels of oil equivalent per day. Oil also represented 57.8% of total production.
Realizations added support. Chord’s average oil sales price excluding realized derivatives increased 52.5% to $93.99 per barrel, while the average NGL sales price rose 59.5% to $9.25 per barrel. Those improvements may have helped investor sentiment, but they do not establish the direct cause of the recent share-price gain.
CHRD’s Williston Scale Drives Operating EfficiencyChord is leveraging its scale in the Williston Basin to lift production while operating with fewer rigs and completion crews. The company expects fiscal 2026 oil production of 161 MBopd, up 14% from the pro-forma fiscal 2022 level of 141.5 MBopd, even as drilling rigs decline about 25% and completion crews fall roughly 21%. Chord also continues to expand its long-lateral development strategy, with about 80% of its year-end 2025 inventory supporting 3-mile or 4-mile laterals. Management believes these longer laterals can lower breakevens and improve capital efficiency, providing another potential support for free cash flow. Still, the benefits depend on sustained execution as the 4-mile program becomes a larger part of the development mix.
Image Source: Zacks Investment Research
Chord’s Free Cash Flow Strengthens the Bull CaseAdjusted free cash flow rose to about $413 million from roughly $141 million a year earlier, while net cash provided by operating activities reached $1.12 billion. Chord returned $220 million to shareholders in the quarter through its base dividend and share repurchases.
Liquidity also provides flexibility. Chord ended June with $611.6 million of cash and no revolver borrowings, while its revolving credit facility had $2 billion of elected commitments. Management expects to return at least 75% of adjusted free cash flow beginning in the third quarter, subject to its leverage framework.
CHRD Still Faces Commodity and Cost RisksThe biggest counterweight is commodity sensitivity. About 38% of second-half 2026 oil volumes were hedged, while only about 18% of 2027 volumes had protection, leaving much of future production exposed to oil-price swings.
Costs and execution deserve attention as well. Chord raised its 2026 lease operating expense midpoint to $10.30 per barrel of oil equivalent as production-enhancement activity and workover costs increased. Early 4-mile well performance is in line with expectations, but mature production history is still insufficient to fully validate the economics of the fourth mile.
For sector context, Diamondback Energy (FANG - Free Report) , a Permian-focused producer, averaged 525 thousand barrels of oil per day in the second quarter of 2026. Devon Energy Corporation (DVN - Free Report) offers a more diversified multi-basin portfolio, giving investors another operating model against which to consider Chord’s Williston concentration.
Chord’s Earnings Outlook Shows Near-Term StrengthThe Zacks Consensus Estimate calls for CHRD to post earnings of $3.76 per share in the current quarter, implying 60% growth. For the December quarter, the consensus mark is pegged at $3.63 per share, representing an estimated 183.6% increase from the year-ago period. Current-year earnings are projected at $18.03 per share, up 89.2% from $9.53 a year earlier. However, the outlook weakens for 2027, with the Zacks Consensus Estimate of $11.61 per share implying a 35.6% decline. That expected pullback could temper enthusiasm around CHRD’s recent share-price momentum.
Image Source: Zacks Investment Research
CHRD’s Signals Temper the Recent MomentumThe recent rally has stronger operating and cash-flow support than it did before the quarter, but commodity exposure, rising costs and execution uncertainty keep the setup from being one-sided. Those risks matter more as the stock extends its short-term gains.
CHRD currently carries a Zacks Rank #5 (Strong Sell), which signals near-term caution.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
At the same time, it has a Value Score of A, Growth Score of A, Momentum Score of A and a VGM Score of A. The Style Scores highlight favorable characteristics across those investment styles, but they are designed to complement the Zacks Rank rather than override it. That contrast argues for keeping the recent momentum in perspective.
Key Takeaways Block posted 25% gross-profit growth and a record 27% adjusted operating margin in Q2.Cash App gross profit rose 31%, while Square gross profit and GPV both increased 13%.Block raised its 2026 outlook as it invests more in go-to-market efforts, Neighborhoods and AI. Block, Inc. (XYZ - Free Report) has entered the second half of 2026 with stronger operating momentum, improving profitability and several growth initiatives across Cash App and Square. The fintech company is also putting more focus on connecting its consumer and merchant ecosystems, while investments in artificial intelligence are aimed at improving product development and efficiency. This gives investors more to consider than a simple earnings beat.
XYZ shares had considerably advanced in 2026 heading into second-quarter earnings, reflecting renewed confidence in Block's execution. The stock fell more than 6% on Aug. 6 after the results as investors weighed higher planned investments against stronger earnings and guidance. Through Aug. 12, XYZ remained below its pre-results level. Over the broader period, Block's performance has compared favorably with PayPal Holdings (PYPL - Free Report) , while Toast (TOST - Free Report) has also seen notable swings as investors reassessed growth expectations across fintech and payments.
The key question now is whether Block can maintain stronger growth and margins while stepping up spending on sales, product development and AI. Its second-quarter results provided encouraging evidence, but the balance between growth investment and operating discipline remains important.
Image Source: Zacks Investment Research
Block’s Q2 Results Shows Better Growth and ProfitabilityBlock delivered second-quarter adjusted EPS of $1.02, while revenues rose 9% year over year to $6.62 billion. Gross profit increased 25% from the prior-year period. More important for the longer-term earnings story, adjusted operating income reached $864 million, and the adjusted operating margin hit a record 27%.
Cash App remained the stronger growth engine, with gross profit rising 31% year over year. Monthly transacting actives increased 3% in June, while Cash App Commerce Enablement volume climbed 17%, and consumer lending origination volume increased 59%. Block is seeking to deepen engagement rather than relying only on user additions, an approach that could support monetization even if active-user growth remains modest.
Square also showed better momentum. Gross profit and gross payment volume both increased 13%, while U.S. GPV growth accelerated to its strongest pace since the second quarter of 2023. Management said new seller additions through independent sales organization partners increased more than 150% sequentially as Block continued expanding its distribution channels.
XYZ’s Raised Guidance Adds SupportManagement increased its 2026 outlook following the stronger first half. Block now expects gross profit of $12.51 billion, representing 21% year-over-year growth, along with adjusted operating income of $3.47 billion and a 28% margin. Adjusted EPS is expected to grow 70% for the full year. For the third quarter, management expects gross profit growth of 18% and another 28% adjusted operating margin.
The raised outlook is encouraging because it reflects more than the second-quarter beat. Management said performance heading into the third quarter remained healthy, with Square GPV growth in July consistent with second-quarter strength and Cash App inflows and monetization trends remaining solid.
New Products Could Broaden Growth of BlockBlock is also trying to create stronger links between Square and Cash App. Neighborhoods is an important part of that effort. Annualized seller GPV on the platform crossed $1 billion in June, up 220% year over year, while seller onboarding accelerated sharply into July.
Product development has accelerated as well. Block said code changes per engineer increased 150% since the start of 2026, while Square shipped 130 features during the first half, more than three times the number delivered in the comparable 2025 period.
The opportunity comes with added costs. Management plans to increase investment in go-to-market efforts, Neighborhoods and AI when it sees attractive returns. This strategy could support longer-term growth, but investors will want evidence that higher spending does not interrupt recent margin progress.
XYZ’s Earnings Estimate Revision Trends UpwardThe Zacks Consensus Estimate for Block’s 2026 sales calls for a year-over-year rise of 7.50%, while that for earnings per share (EPS) suggests a 65.40% increase year over year. EPS estimates for both 2026 and 2027 have been trending upward over the past month.
Image Source: Zacks Investment Research
XYZ's Valuation Remains ReasonableBlock's valuation looks more balanced after its earnings and profit growth improved, although it should be viewed alongside expectations for continued execution. In terms of forward 12-month Price/Earnings (P/E), Block is trading at 17.05X, which is at a discount to Toast’s 21.32X, but at a premium to PayPal’s 10.50X.
Block's premium to PayPal can be supported if gross-profit growth remains strong and margins continue expanding. At the same time, comparisons with Toast show that investors are already willing to pay more for faster payments and merchant-technology growth, leaving Block with less room for execution setbacks.
Valuation
Image Source: Zacks Investment Research
What Should Investors Do With XYZ Stock?Block's second-quarter report strengthened the investment case without removing the reasons for caution. Gross profit growth accelerated, profitability reached record levels, and management raised its full-year outlook. Square's improving GPV trends and deeper Cash App engagement also provide several ways to sustain growth into 2027.
Still, the post-earnings share-price decline shows that investors are watching spending closely. Cash App active growth remains modest, lending growth should normalize, and increased AI and sales investments could limit additional margin expansion if returns take time to emerge. For existing investors, the improving fundamentals support staying with the position while waiting for clearer evidence that Block can sustain stronger growth and disciplined spending together.
At present, Block carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
UPS ve 2. čtvrtletí zvýšila upravený zisk na akcii o 13,5 % na 1,76 USD a tržby o 7,6 % na 22,83 miliardy USD. Firma také zvedla výhled tržeb pro rok 2026 na 91,2 miliardy USD.
Key Takeaways UPS Q2 adjusted EPS rose 13.5% as revenue increased 7.6% to $22.83 billion despite weaker volumes.
UPS expects about $3 billion in 2026 network savings after generating $1.2 billion in first-half benefits.
UPS raised 2026 revenue guidance to $91.2 billion and expects adjusted operating profit of $8.65 billion.
United Parcel Service, Inc. (UPS - Free Report) emerged from the second quarter with better-than-expected earnings, higher full-year guidance and further evidence that its network overhaul is lowering costs. The key question is whether those savings can continue to support margins while package volumes remain under pressure.
UPS Q2 Beat Shows the Mix Shift Is WorkingUPS reported adjusted earnings of $1.76 per share, up 13.5% year over year and 6.7% above the consensus estimate. Revenues increased 7.6% to $22.83 billion. The second-quarter earnings beat was the fourth successive one by UPS. The average earnings beat is 12.4%.
The results indicate that pricing and mix are helping offset weaker shipment activity. U.S. Domestic revenue per piece increased 9.3% even as average daily package volume declined. That combination is important for margins because UPS is generating more revenue from each package while reducing costs across its network.
Continued improvement will depend partly on whether revenue per piece can remain firm without further pressure on volumes.
UPS Network Savings Could Reach $3 BillionUPS generated about $1.2 billion of benefits from its network reconfiguration and Efficiency Reimagined initiatives during the first half of 2026. Management expects the benefits to reach approximately $3 billion for the full year.
Workforce reductions, facility actions and capacity adjustments are central to those savings. The gap between first-half benefits and the full-year target also means a sizable portion of the expected efficiencies is still ahead.
If UPS delivers those savings while maintaining service levels, the restructuring could provide additional support to operating margins even in a lower-volume environment. Execution risk remains, however, as deeper network changes can bring transition costs and operational complexity. UPS’ rival FedEx (FDX - Free Report) is also aiming at cost-cuts to combat the weak demand scenario.
UPS Raises 2026 Revenue and Profit OutlookManagement raised its 2026 consolidated revenue outlook to about $91.2 billion from $89.7 billion and expects adjusted operating profit of roughly $8.65 billion. Adjusted earnings are projected at approximately $7.22 per share.
The higher outlook gives investors a measurable test for the restructuring program. Cost reductions alone will not determine whether margins keep improving. UPS also needs its pricing, package mix and network productivity to offset softer shipment demand. During the second quarter, UPS completed a plan to deliver fewer packages for Amazon.com (AMZN - Free Report) .
Reaching the revised operating-profit target would provide further evidence that the company can translate restructuring benefits into earnings rather than simply use the savings to absorb volume weakness.
UPS Cash Flow Adds Flexibility During RestructuringCash generation also improved in the first half. Free cash flow more than doubled to $1.57 billion from $742 million as operating cash flow increased and capital expenditures declined.
That gives UPS greater flexibility while it reshapes its network. The company can continue funding investments and meeting financial obligations while absorbing restructuring expenses. Higher free cash flow also reduces the pressure on operating improvements to immediately translate into available cash.
UPS Signals Temper the Post-Earnings OptimismUPS currently carries a Zacks Rank #3 (Hold). The company also has a VGM Score of A, with a Value Score of B, Growth Score of B and Momentum Score of B. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Those Style Scores support the operational picture, but they do not override the Zacks Rank. The Style Scores are designed to complement the Rank, with the Rank remaining the primary measure tied to earnings-estimate revisions.
UPS has made measurable progress on costs, pricing and cash generation. Still, lower package volumes and the need to deliver the remaining network savings leave execution as the main issue to watch. If the company reaches its roughly $3 billion savings target without weakening service or pricing, further margin improvement looks achievable. For now, the Zacks Rank #3 appropriately balances that potential against the risks still facing the transformation.
Palantir ve čtvrtek posílil o 1,47 % na 173,55 USD díky silné poptávce po AI softwaru a optimismu kolem růstu v USA. Ve 2. čtvrtletí firma uvedla růst tržeb o 93 % a provozní peněžní tok ve výši 1,22 miliardy USD.
Palantir Technologies Inc. (NASDAQ:PLTR) shares are trading higher on Thursday as risk-on appetite lifts AI-linked software names. The move also tracks lingering optimism around the company’s recent surge in U.S. commercial and government demand.
Palantir Technologies stock is building positive momentum. What’s driving PLTR shares up? What Is Driving Palantir’s Recent Surge?The latest narrative still centers on Palantir’s strong second-quarter backdrop, including 93% revenue growth and $1.22 billion in operating cash flow, alongside U.S. revenue growth of 115% to $1.57 billion.
U.S. commercial revenue grew 149% to $764 million, while the company’s government-AI positioning stayed in focus after the Pentagon’s Maven Smart System was described as supporting thousands of strikes against Iran and becoming the military’s primary AI operating system in March.
Management Speaks on Unprecedented AI Growth and Commercial ExpansionDuring last week’s earnings call, Chief Executive Officer Alex Karp highlighted that the unprecedented momentum across their U.S. commercial division stems directly from AIP bootcamps, which allow enterprise clients to convert prototype concepts into production-ready software in days rather than months.
Karp noted that demand in the domestic commercial market has expanded at a rate unlike anything in the company’s history, establishing Palantir as an indispensable operating system for modern business operations.
Alongside corporate growth, Palantir’s entrenched positioning within defense and intelligence frameworks continues to solidify its revenue foundation.
Chief Financial Officer David Glazer emphasized during the call that high-margin top-line expansion is driving exceptional cash generation, giving management the confidence to raise full-year guidance while maintaining strong operating discipline.
Palantir Stock: Key Levels To WatchPalantir is stretched above its trend gauges, trading 23% above its 20-day SMA ($143.31) and 15.9% above its 200-day SMA ($152.15), which often raises the odds of a cooldown or a sideways base rather than a straight-line continuation. The shorter-term structure remains constructive with the 20-day SMA above the 50-day SMA, but the death cross from February (50-day SMA below the 200-day SMA) is a reminder the longer-term trend only recently turned back up.
RSI is the cleaner momentum lens right now at 71.28, which signals the stock is in overbought territory and can be more vulnerable to sharp pullbacks or choppy consolidation if buyers pause. If momentum does keep pressing, traders will likely watch whether price can hold above recent breakout areas rather than giving back the bulk of the post-June rebound.
Key Resistance: $187.50 — a nearby ceiling where upside attempts can stall, sitting between current price and the $207.52 52-week high zone Key Support: $148.00 — a key area to defend, near the stock’s rising intermediate trend region and a level where buyers previously stepped in Palantir Technologies Benzinga Edge ScorecardBelow is the Benzinga Edge scorecard for Palantir Technologies, highlighting its strengths and weaknesses compared to the broader market:
Momentum: Bullish (Score: 74.08) — The stock is showing strong relative strength, consistent with its sharp move above key moving averages. Value: Bearish (Score: 1.98) — The market is pricing in a lot of future execution, leaving less room for error if growth expectations cool. Growth: Bullish (Score: 96.39) — Growth factors are a major tailwind, aligning with the company’s recent acceleration in U.S. commercial and overall revenue trends. The Verdict: Palantir Technologies’ Benzinga Edge signal reveals a classic High-Flyer setup, with growth and momentum doing the heavy lifting while valuation remains the clear trade-off. For longer-term holders, that mix often works best when the stock can consolidate above support and then resume higher, rather than extending further while already overbought.
PLTR Stock Price Movement TodayPLTR Stock Price Activity: Palantir Technologies shares were up 1.47% at $173.55 at the time of publication on Thursday, according to Benzinga Pro data.
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Micron ve fiskálním 3. čtvrtletí 2026 zvýšil tržby meziročně o 346 % na 41,46 miliardy USD díky silné poptávce po pamětech pro AI. Na trhu s HBM má 21 %, zatímco SK Hynix drží 58 %.
Key Takeaways Micron's fiscal Q3 2026 revenues surged 346% year over year to $41.46 billion amid strong AI demand.Micron has generated more than $1 billion in HBM4 revenues, with its 12-high ramp twice as fast as HBM3E.SK Hynix holds a 58% HBM share vs. Micron's 21%, while SNDK and MU each have a 13% share in the NAND market.
Micron Technology, Inc. (MU - Free Report) is sharpening its focus on artificial intelligence (AI) memory as demand for high-bandwidth memory (HBM), DRAM and data-center storage accelerates. The strategy is producing strong financial results, but Micron still faces tough competition from SK Hynix Inc. (SKHY - Free Report) in HBM and Sandisk Corporation (SNDK - Free Report) in NAND.
Micron's third-quarter fiscal 2026 revenues surged 346% year over year to $41.46 billion, while non-GAAP earnings reached $25.11 per share compared with $1.91 a year earlier. Data-center demand was particularly strong, with revenues exceeding $25 billion during the quarter.
HBM is central to Micron's AI strategy. The company has already generated more than $1 billion in HBM4 revenues, while its 12-high HBM4 ramp is progressing twice as fast as its HBM3E 12-high ramp. HBM4 is already shipping in high volumes to a lead customer, with additional customers receiving qualification samples.
However, SK Hynix remains a formidable HBM competitor, with a reported 58% HBM market share, according to a Counterpoint report. Micron competes with Sandisk mainly in the NAND memory market. Sandisk holds a 13% share in the global NAND memory market, according to a Counterpoint report. Micron has a 21% share in the global HBM market and 13% in the global NAND memory market.
Micron's advantage is its broad exposure to both memory and storage, along with rapidly improving HBM4 execution. If it maintains this pace while expanding advanced packaging capacity, AI could help Micron narrow SK Hynix's HBM lead and outperform Sandisk's storage-focused growth. The Zacks Consensus Estimate for fiscal 2026 and 2027 revenues indicates a year-over-year increase of 247% and 91%, respectively.
How Do SK Hynix and SanDisk Fare Against Micron?SK Hynix is Micron’s strongest competitor in HBM, where AI accelerator demand is driving rapid growth. Its early HBM leadership gives it an important advantage. The rapid buildout of AI data centers has triggered a global shortage of memory products, driving demand across industries ranging from cloud computing to consumer electronics.
As a key supplier of AI memory chips to NVIDIA, SK Hynix is well-positioned to capitalize on the AI boom. Leveraging its relationship with NVIDIA, the company is expanding its manufacturing capacity to keep pace with rising demand fueled by the ongoing global AI investment cycle. In the recently reported results for the second quarter of 2026, SK Hynix’s revenues surged 257% year over year, while net income jumped 1,242%.
Sandisk is a more direct competitor in NAND and enterprise SSDs, rather than HBM. In the fourth quarter of fiscal 2026, Sandisk’s revenues soared 372% year over year to $8.97 billion, while non-GAAP net income jumped to $6.16 billion from $42 million in the year-ago quarter. Sandisk is benefiting from AI-led demand that is lifting enterprise SSD adoption and supporting pricing across NAND end markets. Its data-center revenues jumped 437% year over year to $5.15 billion in fiscal 2026.
SanDisk also has signed long-term supply agreements, adding some demand visibility. During its fourth-quarter fiscal 2026 earnings call, SanDisk revealed that it holds eight long-term contracts with six customers worth $93.9 billion. The average length of contracts is four years. SanDisk expects half of its bit production to be covered by these deals in fiscal 2027 and two-thirds in fiscal 2028.
Micron’s Price Performance, Valuation and EstimatesShares of Micron have surged around 220.3% year to date compared with the Zacks Computer and Technology sector’s return of 16.8%.
From a valuation standpoint, MU trades at a forward price-to-earnings ratio of 5.93, significantly lower than the sector’s average of 21.33.
Micron Technology 12-Month Forward P/E Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Micron’s fiscal 2026 and 2027 earnings implies a year-over-year increase of 791% and 114%, respectively. Bottom-line estimates for fiscal 2026 and 2027 have been revised upward in the past 30 days.
Image Source: Zacks Investment Research
Micron currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Key Takeaways Sea Limited's Q2 revenues rose 48.1% to $7.8B, led by strong growth at Shopee & Monee.Shopee revenues climbed 48.2%, while core marketplace revenues surged 65.6% on monetization gains.Higher marketing and credit-loss costs narrowed Sea Limited's operating margin to 8.4% from 9.3%. Sea Limited’s (SE - Free Report) adjusted earnings were 86 cents per share in the second quarter of 2026, missing the Zacks Consensus Estimate by 14%. On a reported basis, earnings per share rose 7.7% year over year to 70 cents.
Revenues of $7.8 billion increased 48.1% year over year and beat the Zacks Consensus Estimate by 6.39%, led by Shopee and Monee.
SE's Q2 Revenue Mix Leans on Shopee and MoneeService revenues increased 48.6% year over year to $7.13 billion, while sales of goods rose 42.8% to $657.7 million. The mix continued to favor services, which include e-commerce marketplace activity, digital financial services and gaming.
Gross profit advanced 47.3% to $3.55 billion. However, gross margin edged down to 45.6% from 45.8% a year earlier as total cost of revenues increased 48.7% to $4.24 billion.
Sea Limited's Shopee Monetization Gains StrengthE-commerce (Shopee) generated revenues of $5.59 billion, up 48.2% year over year in the reported quarter. Marketplace revenues rose 48.9% to $4.93 billion, supported by GMV growth and improved monetization.
Core marketplace revenues, mainly transaction-based fees and advertising, surged 65.6% to $4.26 billion. Value-added services revenues fell 9.0% to $676.4 million due to higher revenue net-off against shipping subsidies.
Gross orders rose 27.5% to 4.2 billion, while adjusted EBITDA increased 12.2% to $255.4 million. Average monthly active buyers increased 18% year over year, and purchase frequency rose 8%. Ad revenues grew more than 70%, with ad take rate improving by more than 90 basis points.
SE's Monee Loan Book Expands With Stable NPLsDigital Financial Services (Monee) revenues climbed 58.9% year over year to $1.40 billion, primarily reflecting growth in the credit business as lending activity increased. Adjusted EBITDA rose 12.8% to $288.0 million.
Consumer and SME loans principal outstanding reached $11.1 billion at quarter-end, up 62.5% year over year. The total included $10.0 billion of on-book loans and $1.1 billion of off-book loans. Loans past due by more than 90 days remained 1.0% of principal outstanding, stable sequentially. Management said it added around 5.3 million unique first-time borrowers during the quarter, while active credit users grew around 34% year over year to more than 40 million.
Sea Limited's Garena Posts Higher BookingsDigital Entertainment’s (Garena) revenues increased 33.5% year over year to $746.6 million, driven by a larger active user base and deeper paying-user penetration. Bookings grew 15.5% to $763.5 million.
Adjusted EBITDA advanced 16.7% to $429.8 million and represented 56.3% of bookings, up from 55.7% a year earlier. Quarterly paying users increased 10.2% to 68.1 million, lifting the paying-user ratio to 10.2% from 9.3%.
SE's Higher Spending Pressures Operating LeverageSales and marketing expenses jumped 64.5% year over year to $1.66 billion, reflecting higher spending across Shopee, Monee and Garena. Provision for credit losses increased 71.5% to $555.2 million as Monee's lending activities expanded.
Operating income still rose 33.3% to $650.3 million, but operating margin narrowed to 8.4% from 9.3%. Net income increased 10.6% to $458.1 million, while income tax expense climbed 74.0% to $250.6 million.
SE’s Balance Sheet & Cash FlowAs of June 30, 2026, Sea Limited had cash and cash equivalents of $3.53 billion, compared with $4 billion as of March 31, 2026.
During the second quarter, the company repurchased 4.7 million shares for $416.8 million under its $1 billion share repurchase program.
Net cash generated from operating activities totaled $2.56 billion for the first six months of 2026. SE reported $1.1 billion in cash from operating activities in the first three months of 2026.
Sea Limited's Shopee Outlook Stays FirmManagement remains confident in Shopee's full-year GMV growth outlook of around 25%, while acknowledging foreign-exchange headwinds and tougher GMV comparisons in the second half. The company is also optimistic that Shopee will reach $1 billion in adjusted EBITDA for 2026. Management said the competitive environment remained relatively stable, while fulfillment economics continued to improve quarter over quarter. It also sees further room to raise the overall take rate through advertising and seller efficiency.
SE’s Zacks Rank & Stocks to ConsiderCurrently, Sea Limited carries a Zacks Rank #4 (Sell).
Marvell Technology (MRVL - Free Report) , Analog Devices (ADI - Free Report) and NVIDIA (NVDA - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector. Each stock carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Marvell Technology’s shares have surged 155.5% year-to-date. MRVL is set to report its second-quarter fiscal 2027 results on Aug. 27, 2026.
Analog Devices’ shares have gained 41.8% year-to-date. ADI is scheduled to report its third-quarter fiscal 2026 results on Aug. 19.
NVIDIA shares have returned 19.8% year-to-date. NVDA is scheduled to report its second-quarter fiscal 2027 results on Aug. 26, 2026.
Abbott v 2. čtvrtletí 2026 zvýšil tržby divize EPD o 8,7 % na srovnatelné bázi, tažené 10,7% růstem na klíčových rozvíjejících se trzích. Růst podporuje širší přístup ke zdravotní péči, stárnutí populace a vyšší potřeba léčby.
Key Takeaways Abbott's EPD sales rose 8.7% comparably in Q2 2026, led by 10.7% growth in Key Emerging Markets. Healthcare access, aging populations and treatment needs are supporting demand for established therapies.Abbott is expanding its biosimilar pipeline to broaden EPD's portfolio and create growth opportunities. Abbott Laboratories’ (ABT - Free Report) Established Pharmaceuticals Division (“EPD”) continues to be a solid growth contributor, supported by its broad portfolio of branded generic medicines and strong commercial presence across emerging markets.
In the second quarter of 2026, EPD sales increased 8.4% on a reported basis and 8.7% on a comparable basis. Key Emerging Markets delivered 10.7% comparable sales growth, driven by double-digit growth in several countries across Latin America and Asia Pacific. The strong performance highlights the benefits of EPD’s diversified geographic footprint and its ability to capitalize on growing healthcare demand across emerging markets.
The EPD business continues to benefit from favorable structural trends, including expanding access to healthcare, aging populations and increasing treatment needs for both acute and chronic conditions. These trends are expanding the addressable patient population and supporting sustained demand for established pharmaceutical therapies.
Meanwhile, Abbott is expanding its biosimilar pipeline, which should broaden EPD’s product portfolio and create additional growth opportunities across key markets. The combination of a broad product portfolio, expanding pipeline, strong brand equity and disciplined commercial execution positions EPD to sustain high-single-digit sales growth over the long term.
Peer UpdateBoston Scientific’s (BSX - Free Report) international operations continue to support its growth profile, benefiting from a broad geographic presence across developed and emerging markets. In the second quarter of 2026, operational sales increased 4.2% in EMEA, 11.2% in APAC and 16.2% in Latin America and Canada.
Growth in APAC was particularly strong, with double-digit gains across Japan, China and Korea, supported by momentum in Interventional Cardiology, Electrophysiology and WATCHMAN. Looking ahead, continued expansion of the FARAPULSE ecosystem, OPAL mapping platform and WATCHMAN FLX Pro should strengthen the company’s presence and support further penetration across key international markets.
Medtronic (MDT - Free Report) also maintains a significant international presence, supported by broad-based demand for its medical technologies across multiple therapeutic areas. In fiscal 2026, international revenues totaled $18.26 billion and increased 6.2% organically, outpacing the 5.4% organic growth recorded in the United States.
International revenues maintained 6.2% organic growth in the fourth quarter, with Cardiovascular increasing 7.1%, Neuroscience growing 5.8% and Diabetes up 12.2%. Structural Heart also delivered stronger performance outside the United States, while Diabetes continued to benefit from product innovation and geographic expansion, including Simplera Sync and the EMEA launch of MiniMed Go Smart MDI with Simplera.
ABT Price PerformanceIn the past year, Abbott shares have plunged 14.3% compared with the industry’s 22.7% decline.
Image Source: Zacks Investment Research
ABT's ValuationABT currently trades at a forward 12-month Price-to-Sales (P/S) of 3.63X compared with the industry median of 2.81X.
Image Source: Zacks Investment Research
ABT Stock Estimate TrendIn the past 30 days, ABT’s EPS estimate for 2026 has moved north 0.2%.
Image Source: Zacks Investment Research
ABT stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Texas Instruments za posledních 12 měsíců vrátila akcionářům 5,8 mld. USD a volný peněžní tok vzrostl na 6,5 mld. USD. Ve 2. čtvrtletí tržby stouply o 23 % a provozní zisk o 48 %.
Key Takeaways Texas Instruments returned $5.8B to shareholders as trailing 12-month free cash flow climbed to $6.5B.TXN's second-quarter revenues rose 23% year over year, while operating profit surged 48%.TXN expects 2026 capital spending of $2B-$3B, down about 34%-56% from the 2025 level.
Texas Instruments Incorporated (TXN - Free Report) is showing that its improving business momentum is translating into stronger cash generation, raising the question of whether bigger shareholder payouts could follow. The company returned $5.8 billion to shareholders over the past 12 months through dividends and share repurchases.
Texas Instruments’ robust cash flow generation ability is aiding its aggressive shareholder return policy. TXN generated $6.5 billion of free cash flow (FCF) over the trailing 12 months, up sharply from $1.8 billion a year earlier. FCF represented 33.6% of revenues compared with 10.6% in the prior-year period. Operating cash flow also climbed 35% to $8.7 billion.
Improving business conditions should provide further support for share buybacks and dividend payments. Second-quarter revenues jumped 23% year over year to $5.46 billion, while operating profit surged 48%.
A decline in capital expenditure is also anticipated to help Texas Instruments boost shareholders’ returns. Over the past few years, TXN invested aggressively in new 300-millimeter wafer fabrication plants and assembly and test facilities to expand internal manufacturing capacity. In 2025, capital expenditures totaled approximately $4.55 billion.
The spending pace is now easing. In the first half of 2026, Texas Instruments’ capital expenditures were $676 million, significantly down from $1.31 billion in the same period of last year. Management expects 2026 capital expenditures to be between $2 billion and $3 billion, about a 34% to 56% reduction from the 2025 level. This shift could significantly improve the company’s FCF and strengthen its ability to return more capital to shareholders.
Texas Instruments is benefiting from broadening demand across industrial, data center and automotive markets, while its analog and embedded processing franchises support durable long-term growth. With these key growth catalysts, TXN appears increasingly capable of enhancing shareholder returns. The Zacks Consensus Estimate for TXN’s 2026 revenues is pegged at $21.7 billion, indicating a 22.7% year-over-year increase.
TXN’s Rivals With Strong Cash Returns: ADI and ONAnalog Devices, Inc. (ADI - Free Report) is a close rival to Texas Instruments in analog chips and offers a strong shareholder-return profile. During second-quarter 2026 results, Analog Devices revealed that it generated FCF of $4.6 billion in the trailing 12 months, equal to 36% of revenues, and returned $5 billion to shareholders. Analog Devices also maintains a long record of dividend growth, supporting its appeal to income-focused investors.
ON Semiconductor Corporation (ON - Free Report) is another relevant competitor, particularly in power and automotive semiconductors. During second-quarter 2026 results, ON Semiconductor disclosed that it generated $1.5 billion in FCF. The company repurchased $1.5 billion of stock during the period, bringing shareholder returns to roughly 100% of FCF in the trailing 12 months. ON Semiconductor’s AI data-center business is also expected to more than double in 2026, potentially strengthening future cash generation.
TXN’s Price Performance, Valuation and EstimatesShares of Texas Instruments have rallied 59.4% year to date compared with the Zacks Semiconductor - General industry’s 24% growth.
From a valuation standpoint, TXN trades at a forward price-to-earnings ratio of 29.69, significantly higher than the industry’s average of 22.30.
Texas Instruments Forward 12-Month P/E Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Texas Instruments’ 2026 and 2027 earnings implies a year-over-year increase of 54.5% and 17.3%, respectively. Estimates for 2026 and 2027 have been revised upward over the past seven days.
Image Source: Zacks Investment Research
Texas Instruments currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Morgan Stanley spustila Ethereum a Solana trusty, čímž rozšířila nabídku digitálních aktiv vedle bitcoinového trustu. Všechny tři produkty mají poplatek 0,14 % a nové fondy počítají i se stakingem části aktiv.
Key Takeaways Morgan Stanley launched Ethereum and Solana ETPs, expanding its digital-asset product strategy.MSSE and MSOL charge 0.14% and plan to stake part of their holdings for added differentiation.Morgan Stanley now offers Bitcoin, Ethereum and Solana exposure as crypto competition intensifies. Morgan Stanley’s (MS - Free Report) launch of the Morgan Stanley Ethereum Trust (“MSSE”) and Morgan Stanley Solana Trust (“MSOL”) marks a meaningful expansion of its digital-asset product strategy. The two exchange-traded products (ETPs) give investors exposure to ether and SOL through a regulated exchange-traded structure, complementing the Morgan Stanley Bitcoin Trust (“MSBT”), which has already surpassed $381 million in assets under management.
With all three products carrying a 0.14% expense ratio, and MSSE and MSOL intending to stake a portion of their holdings, Morgan Stanley Investment Management is positioning itself to offer a broader and competitively priced range of crypto investment products.
The latest launches build on a strategy that Morgan Stanley has been developing over several years as digital assets have moved closer to mainstream investment portfolios. Morgan Stanley Investment Management introduced its first exchange-traded fund (ETF) in 2023, and has since grown its broader ETF and ETP platform to more than $14 billion in assets across 22 products. The addition of Bitcoin, Ethereum and Solana gives the firm exposure to three of the largest digital assets by market capitalization, while the staking component could make the new products more differentiated than vehicles that simply provide passive price exposure.
Morgan Stanley’s increasing involvement is also important because of the firm’s position within wealth and asset management. The company had previously been more focused on distributing, advising on or providing infrastructure around third-party crypto products. Developing its own ETPs allows Morgan Stanley to bring digital-asset exposure directly into its investment-management and wealth-management ecosystem.
The push into crypto fits with Morgan Stanley’s broader effort to strengthen its wealth and asset management businesses and reduce its dependence on more cyclical capital-markets activities. Acquisitions such as Eaton Vance, E*Trade Financial and Shareworks have expanded the firm’s asset-management capabilities, client reach and recurring revenue base. Crypto ETPs can complement this strategy as digital assets become increasingly incorporated into diversified portfolios. Even relatively modest asset gathering can become economically meaningful over time because ETPs generate recurring fees based on assets under management, while successful products can deepen client relationships across the firm’s broader platform.
MS’ Competitive LandscapeThe competitive backdrop is becoming increasingly important for Morgan Stanley as large asset managers move beyond simply offering spot-crypto exposure. BlackRock (BLK - Free Report) has been pushing the market toward staking-enabled products, with its iShares Staked Ethereum Trust giving investors ether exposure alongside staking rewards. This puts pressure on Morgan Stanley to differentiate MSSE beyond its 0.14% fee, particularly as BlackRock combines its product innovation with the enormous scale of its existing Bitcoin and Ethereum ETP franchise.
Likewise, Invesco (IVZ - Free Report) has expanded its digital-asset lineup through its partnership with Galaxy, including the Invesco Galaxy Solana ETF, which is designed to track Solana’s spot price while incorporating staking rewards, making it particularly comparable with MSOL. Invesco’s broader digital-asset offering also includes Bitcoin and Ethereum products, showing how competition is increasingly moving toward a multi-asset crypto platform rather than individual cryptocurrency funds.
For Morgan Stanley, the competitive dynamic underscores the opportunity and challenges in entering the market now.
Morgan Stanley’s Price Performance, Valuation & EstimatesThe company’s shares have gained 27.2% in the past six months, outperforming the industry’s 16.7% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, MS trades at a 12-month forward price-to-earnings (P/E) of 16.80X, above the industry average of 14.10X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Morgan Stanley’s 2026 earnings suggests a 25.3% rise on a year-over-year basis, while 2027 earnings are expected to grow 2.1%. In the past 30 days, earnings estimates for 2026 and 2027 have moved upward.
Image Source: Zacks Investment Research
Currently, MS carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Na Intuit byla podána hromadná žaloba kvůli údajným zavádějícím tvrzením o růstu a síle byznysu, zejména TurboTax. Firma zároveň přiznala slabší daňovou sezónu a snížila výhled růstu TurboTax na 7 % za celý fiskální rok 2026, z předchozích 8 %.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Intuit Inc. ("Intuit" or the "Company") (NASDAQ: INTU) and certain officers. The class action, filed in the United States District Court for the Northern District of California, and docketed under 26-cv-07086, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Intuit securities between August 22, 2025 and May 20, 2026, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Intuit securities during the Class Period, you have until September 8, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, 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.
[Click here for information about joining the class action]
Intuit provides financial management, payments and capital, compliance, and marketing products and services in the United States. The Company has four reportable business segments: (i) Global Business Solutions; (ii) Consumer; (iii) Credit Karma; and (iv) ProTax. Intuit's Consumer segment provides do-it-yourself ("DIY") and assisted income tax preparation products and services under the "TurboTax" brand name, whereas its ProTax segment provides tax-preparation software products and electronic tax filing, payment, and related products and services. The Company sells its products and services through direct sales channels, multichannel shop-and-buy experiences, mobile application stores, and partner and other channels.
At all relevant times, Defendants touted purportedly significant "momentum" across Intuit's various business segments, particularly with respect to its tax-related business. Defendants attributed this purported "momentum" to, inter alia, Intuit's purportedly significant competitive advantages, including integration of artificial intelligence ("AI") in its business and operations.
For example, in August 2025, Defendants provided financial guidance for Intuit's fiscal full year ("FY") of 2026, ended July 31, 2026, including 8% revenue growth in its TurboTax business, citing "outstanding execution across our platform" and "breakthrough adoption in assisted tax" as a result of the aforementioned purported competitive advantages.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) they had overstated Intuit's competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (ii) in reality, Intuit was losing significant business in its tax-related business, particularly in its TurboTax business, as a result of, inter alia, increasing competitive and pricing pressures; (iii) accordingly, Intuit's previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (iv) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on May 20, 2026, when, during pre-market hours, Reuters published an article entitled "Intuit to cut 17% of global jobs to streamline operations, memo shows". Citing an internal Company memorandum and email from Defendant Sasan K. Goodarzi ("Goodarzi"), Intuit's Chairman and Chief Executive Officer, to staff earlier in the day, the article reported that "Intuit . . . is laying off about 17% of its workforce, or about 3,000 employees worldwide, to streamline operations and sharpen focus on its key bets including its AI efforts[.]" The article further revealed that Intuit "is also winding down its Reno and Woodland Hills offices as part of a strategic restructuring to consolidate teams in key hubs, according to the memo."
On this news, Intuit's stock price fell $15.78 per share, or 3.95%, to close at $383.93 per share on May 20, 2026.
The same day, during post-market hours, Intuit issued a press release announcing its fiscal third quarter ("Q3") 2026 results. Therein, Defendants reported weak Q3 2026 tax season revenue, including, inter alia, TurboTax revenue that grew by only 7% year-over-year, versus consensus estimates of at least 8% revenue growth. During the accompanying earnings call held the same day, also during post-market hours, Defendant Sandeep S. Aujla, Intuit's Executive Vice President and Chief Financial Officer, acknowledged that, with respect to TurboTax, "we did not have the overall tax season we expected[.]" On the same call, Defendant Goodarzi likewise stated that he was "dissatisfied with our performance", noting "[w]e faced pressure among the most price-sensitive DIY filers earning less than $50,000 a year", and that "[w]e lost on price." Defendant Goodarzi also revealed that TurboTax online paying units were expected to grow by only 2% as total Internal Revenue Service filers were expected to decline by approximately 30 basis points, representing the "most significant industry-wide contraction since the post-COVID tax season." Accordingly, Defendant Goodarzi acknowledged that "we expect TurboTax to grow 7% for the full year"—down from Defendants' prior guidance of 8% growth—and that, "[t]o reaccelerate this part of our business," Defendants will need to "evolve our business model by delivering the right lineups and price points to meet simple filers' needs at the low end and lean into the power of our broader Consumer platform to monetize beyond tax."
Following these disclosures, Intuit's stock price fell $76.86 per share, or 20.02%, to close at $307.07 per share on May 21, 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 billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
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Lockheed Martin ve 2. čtvrtletí zvýšil tržby divize Space o 6 % na 3,5 miliardy USD díky programům FBM a NGI. Firma otevřela v Alabamě závod pro NGI a do roku 2030 plánuje investice ve výši 8–9 miliard USD.
Key Takeaways Lockheed Martin's Space sales rose 6% to $3.5 billion, driven by FBM and NGI program volumes.Lockheed Martin opened an 88,000-square-foot Alabama facility to expand NGI production capacity.Lockheed Martin plans nearly $8-$9 billion in manufacturing investment through 2030 to expand capacity. Lockheed Martin (LMT - Free Report) is strengthening its position in the rapidly evolving space-defense market, with its Space business benefiting from increased demand for strategic systems and missile-defense technologies. During the second quarter of 2026, Space sales increased 6% year over year to $3.5 billion, with the majority of the increase coming from higher volumes on Fleet Ballistic Missile (“FBM”) and Next Generation Interceptor (“NGI”) programs.
The NGI program represents one of the most important opportunities within Lockheed Martin’s space-defense portfolio. NGI is being developed for the U.S. Missile Defense Agency as part of the country’s layered homeland missile-defense architecture. Lockheed Martin recently opened an 88,000-square-foot purpose-built facility in Alabama dedicated to NGI production, expanding the company’s manufacturing capacity for the program.
The investment is significant because increasing demand for advanced missile-defense systems will require not only sophisticated technology but also greater production capacity. Lockheed Martin has been investing heavily across its manufacturing network, with nearly $8-$9 billion of planned investment through 2030.
In May 2026, the company was selected by the U.S. Space Force’s Space Systems Command to develop capabilities supporting the Space-Based Interceptor program. The effort is designed to create an early engagement layer within a broader integrated missile-defense architecture, leveraging Lockheed Martin’s experience with NGI, THAAD, PAC-3 and missile-warning technologies.
The combination of FBM and NGI also illustrates the broader opportunity for Lockheed Martin. As governments place greater emphasis on homeland defense and the ability to counter increasingly sophisticated missile threats, demand for these capabilities could remain strong over the long term.
Companies Gain From Growing Space & Missile-Defense DemandThe growing emphasis on space-based defense, strategic systems and missile interception could benefit other defense companies with exposure to these markets.
Northrop Grumman’s (NOC - Free Report) portfolio includes systems supporting national security, missile warning and space-based missions, giving the company exposure to rising government investment in next-generation defense capabilities.
RTX Corporation (RTX - Free Report) could also benefit from sustained demand for missile-defense systems, advanced sensors and precision weapons. Its Raytheon business provides a broad portfolio of air and missile-defense solutions, while increasing investment in layered defense architectures could support demand for interceptors, radars and other mission-critical technologies.
LMT Stock’s Earnings EstimatesThe Zacks Consensus Estimate for 2026 and 2027 earnings per share indicates a year-over-year improvement of 31.31% and 8.35%, respectively.
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LMT Stock Trades at a DiscountIn terms of valuation, LMT’s forward 12-month price-to-sales (P/S) is 1.69X, a discount to the industry’s average of 2.66X.
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LMT Stock’s Price PerformanceIn the past three months, the company’s shares have risen 16.7% compared with the industry’s 11.2% growth.
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LMT’s Zacks RankThe company currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
, /PRNewswire/ -- The Board of Directors of Chubb Limited (NYSE: CB) today declared a quarterly dividend equal to $1.02 per share, payable on October 2, 2026 to shareholders of record at the close of business on September 11, 2026. The dividend will be payable out of legal reserves and will be made in United States dollars by the company's transfer agent, as described in the Chubb Limited 2026 proxy statement. This will be the second installment as approved by the company's shareholders on May 21, 2026.
About Chubb
Chubb is a world leader in insurance. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The company is defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb employs approximately 45,000 people worldwide. Additional information can be found at: www.chubb.com.
Cautionary Statement Regarding Forward-Looking Statements:
Forward-looking statements made in this press release, such as statements regarding dividends, and our expectations and intentions and other statements that are not historical facts, reflect the company's current views with respect to future events and are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements involve risks and uncertainties, which may cause actual results to differ materially from those set forth in these statements. For example, payment of scheduled or future dividends could be affected by extraordinary company events or capital constraints or similar factors that could require the company to adjust, delay or withhold dividend payments. Additional information regarding factors that could cause differences from these forward-looking statements appears in the company's filings with the Securities and Exchange Commission. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date on which they are made.
Freeport-McMoRan ve 2. čtvrtletí prodal 710 milionů liber mědi, meziročně o 30 % méně kvůli nižším provozním tempům v Grasbergu. Na 3. čtvrtletí čeká 750 milionů liber, stále o 23 % méně než loni.
Key Takeaways Freeport-McMoRan's Q2 copper sales fell 30% Y/Y to 710 million pounds amid lower operating rates.FCX expects Q3 copper sales of 750 million pounds, indicating a 23% year-over-year decline.Freeport-McMoRan maintained its 2026 copper sales forecast of about 3.1 billion pounds.
Freeport-McMoRan Inc. (FCX - Free Report) delivered second-quarter 2026 earnings and revenue above expectations, driven by higher metal prices, though weaker sales volumes were a drag. Freeport’s copper sales volumes tumbled approximately 30% year over year in the second quarter to 710 million pounds.
The downside primarily resulted from lower operating rates during the phased ramp-up of the Grasberg Block Cave mine in Indonesia, following the mud rush incident in September 2025.
While the company’s third-quarter outlook for copper sales volumes of 750 million pounds indicates a sequential improvement, it still suggests a 23% year-over-year decline. In April 2026, the company lowered its consolidated sales volume projections for full-year 2026 to around 3.1 billion pounds of copper from the prior view of 3.4 billion pounds due to an expected delay in achieving full ramp-up of the Grasberg Block Cave mine. The company maintained that volume forecast in its second-quarter call.
Sales volume growth underpins Freeport’s ability to leverage higher copper and gold prices, maintain margin expansion and deliver on its targets. Despite gains in realized prices, lower expected volumes are likely to strain its financials.
Among FCX’s peers, Southern Copper Corporation (SCCO - Free Report) logged lower copper sales volumes in the second quarter. Southern Copper sold 220,712 tons of copper in the quarter, declining 1.5% year over year. Southern Copper also saw lower molybdenum sales volumes, which fell roughly 13.1% year over year.
BHP Group Limited (BHP - Free Report) saw lower year-over-year copper sales in the fourth quarter of fiscal 2026 (ended June 30, 2026). BHP Group’s copper sales for the quarter fell roughly 8% year over year to 483.3kt. BHP Group’s fiscal 2026 copper output fell 7% year over year.
The Zacks Rundown for FCXShares of Freeport-McMoRan have rallied 63.7% in a year compared with the Zacks Mining - Non Ferrous industry’s rise of 67.4%.
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From a valuation standpoint, FCX is currently trading at a forward 12-month earnings multiple of 20.8, an 8.9% discount to the industry average of 22.84X. It carries a Value Score of C.
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The Zacks Consensus Estimate for FCX’s 2026 and 2027 earnings implies a year-over-year rise of 55.9% and 33.3%, respectively. The EPS estimates for 2026 and 2027 have been trending higher over the past 60 days.
Na společnost Pentair byla podána hromadná žaloba kvůli údajným zavádějícím tvrzením o podnikání a finančním výhledu. Investoři mohou žádat o jmenování hlavním žalobcem do 2. října 2026.
SAN DIEGO, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP, a shareholder rights law firm, announces that a class action lawsuit has been filed on behalf of investors in Pentair plc (NYSE: PNR).
The Pentair class action lawsuit seeks to represent investors who purchased or otherwise acquired Pentair common stock between April 28, 2026 and July 14, 2026, both dates inclusive (the “Class Period”).
Investors are hereby notified that they have until October 2, 2026, to move the Court to serve as lead plaintiff in this action.
Pentair plc Investors: Contact Johnson Fistel
For more information, submit your information here or contact Jim Baker at [email protected] or (619) 814-4471. If emailing, please include a phone number. There is no cost or obligation to you.
What Is the Pentair plc Class Action Lawsuit About?
The Pentair class action lawsuit alleges that defendants made materially false and/or misleading statements and/or failed to disclose material information concerning the Company’s business operations and financial outlook.
According to the complaint, defendants allegedly failed to disclose that: (i) significant inventory destocking was occurring in Pentair’s Pool channel; (ii) the destocking was adversely affecting the Company’s sales and operating income; and (iii) as a result, defendants’ positive statements concerning the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
The complaint further alleges that, after the market closed on July 14, 2026, Pentair released preliminary second-quarter 2026 financial results revealing that Pool channel inventory destocking had negatively affected Pool segment sales by approximately $170 million and Pool segment income by approximately $105 million. Pentair also disclosed that second-quarter sales were expected to decline approximately 17%, compared with its previous guidance of approximately 1% growth, and that full-year 2026 sales were expected to decline approximately 4% to 7%, compared with its previous guidance of 2% to 4% growth. The Company also announced the departure of its Chief Financial Officer.
Following these disclosures, Pentair’s stock price fell $11.35 per share, or 15%, to close at $64.33 per share on July 15, 2026.
What Is a Lead Plaintiff?
A lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. Investors do not need to serve as lead plaintiff in order to share in any potential future recovery.
The deadline for investors to seek appointment as lead plaintiff in the Pentair class action lawsuit is October 2, 2026.
About Johnson Fistel, PLLP
Johnson Fistel, PLLP is a nationally recognized shareholder rights law firm with offices in California, New York, Georgia, Idaho, and Colorado. The firm represents individual and institutional investors in shareholder class actions and derivative lawsuits.
Johnson Fistel has been selected as one of the Top 10 Plaintiff Law Firms by ISS Securities Class Action Services. In 2024, Johnson Fistel recovered approximately $90,725,000 for aggrieved investors.
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This communication may be considered a promotional communication. Johnson Fistel, PLLP and its attorneys are responsible for the content of this communication. Frank J. Johnson is the attorney responsible for this advertisement.
Contact
Johnson Fistel, PLLP
501 W. Broadway, Suite 800
San Diego, CA 92101
James Baker, Investor Relations – or – Frank J. Johnson, Esq.
Phone: (619) 814-4471
Email: [email protected] | [email protected]
Upstart ve 2. čtvrtletí zpracoval 91 % půjček plně automaticky pomocí AI, což podpořilo rekordní příspěvkový zisk ve výši 193 milionů USD. Firma zároveň oznámila schválení národní bankovní charty.
Upstart (UPST +0.22%) has had its share of ups and downs since the fintech went public in late 2020. The company, which uses artificial intelligence (AI) to process loan requests, is currently in a downward trend, with the stock price sliding about 31% year to date.
But there are some promising trends, illuminated in its recent second-quarter earnings, that bear watching. Let's look at them.
Image source: Getty Images.
The advantages of the AI lending platform
Upstart delivered strong results in Q2, beating estimates with revenue up 42% year over year to $365 million and net income jumping 195% to $16.5 million.
The positive net income marked a return to profitability for Upstart after a $7 million net loss in the first quarter. But Upstart has been fairly consistently profitable over the past year, with positive net income in four of the past five quarters.
Also, Upstart originated $4.2 billion in loans in Q2, up 50% year over year. It converted 19.7% of loan inquiries, down from 21.7% in the same quarter a year ago. And 91% of the loans it processed were fully automated, done in seconds by AI.
This provides a huge advantage for Upstart that other banks can't match. The key statistic is the contribution margin. This a metric that examines how much profit Upstart makes on every $1 it lends, after subtracting all costs to process that loan.
In Q2, Upstart generated a record $193 million in contribution profit, up 38% year over year. The contribution margin was 55%, down from 58% in the same quarter a year ago. The fact that 91% of the loans are processed quickly with no human intervention drives up that contribution margin and will continue to do so.
That high contribution profit can then be used to invest back in the technology and other resources or pay down debt. Overall, it just improves the financials for the growing company.
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New bank charter to improve unit economics
The other trend Upstart is seeing is that its revenue gains are outpacing its operating expenses, resulting in a higher operating margin. In Q2, its operating profit increased 224% to $14.6 million and its operating margin jumped from 2% to 4%.
These trends are all pointing Upstart toward increased earnings. For the full year, Upstart anticipates $1.4 billion in revenue, up from $1 billion in 2025 and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $294 million, up from $230 million last year.
Last month, Upstart received approval for a national bank charter and expects to launch its bank in early 2027. This will allow Upstart to collect deposits, which will, in turn, lower its cost of lending. Currently, Upstart pays fees to third-party banks to originate loans, but once it launches its own bank, it will eliminate some of those fees, further improving its contribution margin and unit economics.
Upstart stock is still not cheap, with a forward P/E of 47. However, Wall Street is fairly bullish on its growth with a median price target of $39.50, suggesting 30% upside. Upstart may not be a strong buy right now, but it is moving in the right direction and could start to take off once it gets its bank charter.
Na Wix.com byla podána hromadná žaloba kvůli údajným klamavým tvrzením o AI produktech a jejich nákladech. Žaloba tvrdí, že firma přeceňovala konkurenceschopnost i přínosy svých AI nabídek.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Wix.com Ltd. ("Wix" or the "Company") (NASDAQ: WIX) and certain officers. The class action, filed in the United States District Court for the Northern District of Illinois, and docketed under 26-cv-08852, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Wix securities between February 19, 2025 and May 12, 2026, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Wix securities during the Class Period, you have until September 22, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, 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.
[Click here for information about joining the class action]
Wix operates a cloud-based web development platform. The Company offers various services that allow users to create, customize, and manage professional websites.
Given Wix's core business, the Company has, at all relevant times, endeavored to remain competitive by providing its customers with artificial intelligence- ("AI") powered offerings. For example, in February 2025, Defendants touted Wix's purportedly "innovati[ve]" AI technologies and solutions as a key competitive advantage the Company enjoyed. Further, in June 2025, Wix acquired Base44, a so-called "vibe coding" platform designed to enable users to build apps and websites simply by typing descriptions, without the need for any coding experience. Then, in January 2026, Wix launched Wix Harmony, intended to be the Company's flagship AI site builder, with features designed to allow users to generate website designs, content, and layouts automatically based on their preferences.
Defendants consistently represented throughout the Class Period that Wix's purported leadership in AI-powered web development set it apart from competitors with similar offerings. In reality, the Company's costs were accelerating at an alarming rate as it struggled to maintain its relevance in this market, particularly as competing AI technologies and services were increasingly outpacing the capabilities of Wix's own products.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Wix had overstated the competitiveness and performance of its AI product offerings relative to those offered by other companies; (ii) Wix had understated the costs associated with developing and promoting its AI product offerings; (iii) accordingly, Defendants overstated the commercial and financial benefits of Wix's AI product offerings; and (iv) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on May 21, 2025, when Wix issued a press release reporting its financial results for the first quarter ("Q1") of 2025. Although the Company reported a 12% year-over-year increase in bookings, Wix maintained its 2025 revenue guidance in the range of $1.97 billion to $2 billion, falling short of analyst expectations. This conservative full-year guidance fueled investor and analyst concerns regarding Wix's business and financial prospects and competition.
On this news, Wix's stock price fell $29.40 per share, or 16.18%, to close at $152.34 per share on May 21, 2025.
On November 19, 2025, Wix reported its financial results for the third quarter of 2025. Among other items, Wix reported that its rising post-acquisition costs to support Base44 were having a material negative impact on the Company's financial results and mitigating the positive impacts of AI-related tailwinds. Wix further revealed that these costs were generally comprised of AI compute and marketing costs.
On this news, Wix's stock price fell $25.22 per share, or 19.87%, to close at $101.70 per share on November 19, 2025.
On March 27, 2026, JPMorgan issued a report on Wix, downgrading it to an "Underweight" from "Neutral" rating, and cutting its price target ("PT") on the Company to $91.00 from $114.00. JPMorgan explained that "our conviction to the investment case has diminished on signs of core business revenue growth deceleration", while expressing concern "that margin improvement will be slower and more volatile than investors anticipate."
On this news, Wix's stock price fell $2.37 per share, or 2.65%, to close at $87.14 per share on March 27, 2026.
On April 2, 2026, UBS likewise issued a report on Wix, downgrading it to a "Neutral" from "Buy" rating, and cutting its PT on the Company to $96.00 from $145.00, "after re-evaluating its growth algorithm for the core business and its margin profile."
On this news, Wix's stock price fell $8.55 per share, or 9.45%, to close at $81.95 per share on April 2, 2026.
On April 7, 2026, Citizens issued an investor note on Wix, downgrading it to a "Market Perform" from "Market Outperform" rating based on, inter alia, increased costs associated with Base44 and competition concerns.
On this news, Wix's stock price fell $3.26 per share, or 3.87%, to close at $80.99 per share on April 7, 2026.
Then, on May 13, 2026, Wix reported its Q1 2026 results, including earnings and revenue below consensus expectations, and a sharp decline in operating margins that it largely attributed to softness in its professional developer business. On a related earnings call held the same day, Defendants acknowledged that Wix's professional developer customers were using competing AI tools, the Company's new Wix Harmony platform had "holes" and "missing capabilities," there had been delays in delivering product updates and innovation to professional developer customers, and as a result the Company had fallen behind "the workflow and the needs of" professional developers.
On this news, Wix's stock price fell $20.56 per share, or 27.1%, to close at $55.32 per share on May 13, 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 billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
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AUD/JPY po sedmi růstových seancích dnes klesl asi o 0,2 % na 112,37 z předchozího závěru 112,60, protože jen posílil kvůli obavám z intervence a očekávání vyšších sazeb BoJ.
AUD/JPY rose for seven straight sessions but slipped about 0.2% today as the yen strengthened on intervention fears and BoJ hike expectations Japan and the US conducted a rare coordinated yen-buying intervention in early August, the first such joint action since 2011 The wide Australia-Japan interest-rate gap still underpins the carry trade. However, there is a rising likelihood of a near-term volatility from policy signals The Australian dollar’s recent upward trend against the Japanese yen has been a significant topic in foreign exchange markets. A seven-session winning streak is a notable achievement for any currency pair, particularly one often viewed as an indicator of market risk sentiment.
However, this streak ended today. The AUD/JPY pair saw a decline of approximately 0.2% during New York trading, settling around 112.37 compared to a previous close of 112.60. This shift raises questions about the underlying causes and whether this marks a more substantial change or a temporary pullback.
Yen Intervention Risk Hasn’t Gone Away The most important piece of context here is what happened just two weeks ago. Japan and the United States confirmed a rare, coordinated yen-buying intervention, aiming to stop the currency’s slide to 40-year lows. Tokyo signaled it’s ready to act again if needed.
This wasn’t just any intervention. It was the first joint effort since 2011, and the market can’t simply ignore it. US Treasury Secretary Scott Bessent reinforced that message, stating Washington “won’t hesitate to participate in further joint intervention.” He also pushed for more rate hikes from the Bank of Japan. That combination creates a persistent headwind for anyone holding long AUD/JPY positions.
The yen also strengthened after traders looked at the Bank of Japan’s recent Summary of Opinions. BoJ members pointed out growing risks of domestic inflation, leading some to think that Japanese officials might raise interest rates again, possibly in September.
What Does This Mean for the Carry Trade? AUD/JPY has long been a favourite among carry traders. AUD/JPY has long been a favorite among carry traders. This strategy works best when Australian rates stay high (or rise) and the yen remains weak and stable. Today’s price action suggests both pillars are wobbling a bit.
It looks like the period of easy gains during the rally might be turning into a trading range. As the BoJ moves closer to normalizing its policies and yields on long-term Japanese government bonds rise, the net return from the interest rate difference becomes less protected from sudden currency dips.
How to Position From Here? None of this necessarily signals the rally is over. Seven consecutive days of gains represent a strong upward move, and a single 0.2% dip is within the normal range for profit-taking. However, traders should now consider the risk of intervention as a consistent element for this currency pair, rather than an isolated event.
This suggests adopting tighter stop-losses and smaller position sizes for any new long entries, rather than aggressively pursuing new highs. Longer-term investors who can tolerate market fluctuations may still find the interest rate differential appealing. It is advisable to maintain strict stop-losses around upcoming speeches by Reserve Bank of Australia officials and releases of Japanese inflation data to mitigate potential volatility.
Why did AUD/JPY fall about 0.2% today after seven session gains?
The Japanese yen got a slight lift today. New intervention warnings surfaced, and people are increasingly expecting a Bank of Japan rate hike this September.
What still supports the AUD/JPY carry trade?
Australia’s cash rate is higher than Japan’s policy rate, creating a big interest-rate difference. This still makes holding the Australian dollar attractive.
How significant is the recent US-Japan intervention?
That coordinated action in late July did give the yen a short-term boost, but its impact has mostly faded. The carry trade now looks attractive once more.
Key Takeaways Synchrony Financial posted record Q2 purchase volume of $49.8B, up 8% year over year.Co-branded card volume surged 23%, while June purchase volume growth accelerated to 11%.Stronger spending could lift loan receivables and net interest income despite elevated payment rates.
Synchrony Financial’s (SYF - Free Report) record purchase volume is an important growth driver for the second half of 2026. It reached an all-time high of $49.8 billion in the second quarter, up 8% year over year, with growth across all five sales platforms. This growth accelerated to 11% in June, showing that spending was gaining strength toward the end of the quarter. This trend suggests that growth should continue in the second half as well.
The quality of this growth is encouraging. Co-branded card purchase volume jumped 23%, accounting for 52% of total purchase volume. Out-of-partner discretionary spending also grew at a double-digit rate despite elevated fuel prices. This shows that customers are not just opening accounts, they are using cards more actively.
Synchrony is also adding to this momentum. It added or renewed more than 15 partners in the second quarter of 2026, while new programs and product upgrades are helping drive customer engagement. The MyLowe’s Pro Rewards acquisition and refreshed DICK’S Sporting Goods program should provide more opportunities to increase card usage.
This is important because higher purchase volume can lead to higher loan receivables and net interest income. In the second quarter of 2026, loan receivables grew only 2% as elevated payment rates limited the benefit of stronger spending. Management expects stronger purchase volume to overcome this pressure in the second half. If spending stays strong, SYF could see higher loan receivables and a further lift to earnings in the near term.
How Are SYF’s Peers Faring?SYF’s peers in the Finance space, including American Express Company (AXP - Free Report) and Capital One Financial Corporation (COF - Free Report) , also benefited from strong card spending in the recent quarter.
American Express benefited from strong card spending, with billed business rising 9% year over year to $455.8 billion in second-quarter 2026. Higher spending helped drive a 10% increase in revenues and an 8% rise in profit, while AXP raised its 2026 revenue-growth outlook to 10%.
Capital One also benefited from strong card spending in second-quarter 2026, with purchase volume rising 15% year over year to $249.2 billion. COF’s solid card activity, along with strong credit performance, is supporting the business and could help sustain results in the coming quarters.
SYF’s Price Performance, Valuation & EstimatesShares of SYF have risen 9.1% over the past year against the industry’s 24.8% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, SYF trades at a forward price-to-earnings ratio of 7.96X, down from the industry average of 17X. SYF carries a Value Score of A.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for SYF’s 2026 earnings is pegged at $9.37 per share, implying a 0.5% decline from the year-ago period’s level.
Image Source: Zacks Investment Research
SYF currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BioNTech jmenovala Guida Oelkerse novým generálním ředitelem, který převezme vedení nejpozději 1. února 2027. Firma tím míří k přechodu od covidu k širšímu onkologickému portfoliu.
BioNTech (BNTX +0.03%) is entering a new chapter. The company has named Guido Oelkers, the longtime CEO of Swedish rare-disease company Sobi, as its next chief executive. Oelkers will officially take over by Feb. 1, 2027, succeeding co-founder Uğur Şahin, who helped transform BioNTech into one of the world's best-known biotechnology companies during the COVID-19 pandemic.
To be sure, BioNTech is no longer primarily a COVID vaccine company. Vaccine sales continue to decline as pandemic demand fades, and management recently lowered its 2026 revenue guidance to a range of $1.85 billion to $2.19 billion. Second-quarter revenue fell nearly 60% year over year to $121.8 million, while the company's quarterly net loss widened to more than $946.3 million as it continued investing heavily in research and development.
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Orchestrating a transition It should be understood that Guido Oelkers isn't coming in to rescue a struggling business. He's being brought in to help transition BioNTech from a company built around one blockbuster product into one with a diversified oncology pipeline.
Image source: Getty Images.
During his nine years leading Sobi, Oelkers expanded the rare-disease drugmaker through acquisitions, commercial launches, and international growth. That experience could prove valuable as BioNTech prepares for multiple potential product launches later this decade.
Moving forward, much of the stock's performance will continue to be driven primarily by clinical trial results, regulatory approvals, and whether its sizable oncology pipeline can eventually replace declining COVID vaccine revenue. BioNTech has dozens of clinical programs spanning mRNA cancer vaccines, antibody-drug conjugates, and cell therapies, but bringing those products to market remains the company's biggest challenge.
In that context, Oelkers' appointment looks less like a dramatic strategic shift and more like a planned transition. BioNTech appears to be looking for an experienced commercial executive to guide the next phase of its evolution. Certainly, Oelkers checks all the boxes.
Jeff Siegel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends BioNTech Se. The Motley Fool has a disclosure policy.
Stratasys (SSYS - Free Report) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +200.00%. A quarter ago, it was expected that this maker of 3D printers would post a loss of $0.02 per share when it actually produced a loss of $0.01, delivering a surprise of +50%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Stratasys, which belongs to the Zacks Commercial Printing industry, posted revenues of $137.61 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.56%. This compares to year-ago revenues of $138.09 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Stratasys shares have added about 1.8% since the beginning of the year versus the S&P 500's gain of 13.2%.
What's Next for Stratasys?While Stratasys has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Stratasys 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 $0.03 on $143.74 million in revenues for the coming quarter and $0.13 on $567.28 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Commercial Printing is currently in the bottom 22% 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 broader Zacks Industrial Products sector, Lakeland Industries (LAKE - Free Report) , is yet to report results for the quarter ended July 2026.
This safety garments manufacturer is expected to post quarterly loss of $0.02 per share in its upcoming report, which represents a year-over-year change of -105.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Lakeland Industries' revenues are expected to be $48.5 million, down 7.6% from the year-ago quarter.
BWX Technologies rozšiřuje byznys do nukleární medicíny díky akvizici Kinectrics, která v květnu 2025 přidala kapacity pro výrobu a dodávky izotopů pro radiofarmaceutický průmysl. Firma tak posiluje přítomnost v radioizotopech, radiofarmaceutikách a diagnostickém zobrazování.
Key Takeaways BWXT expands into nuclear medicine through Kinectrics' isotope production and supply capabilities.BWXT's commercial operations span medical radioisotopes, radiopharmaceuticals and diagnostic imaging products.BWXT broadens its healthcare reach through partnerships with life science and pharmaceutical companies. BWX Technologies, Inc. (BWXT - Free Report) is broadening its commercial nuclear portfolio through expanded capabilities in nuclear medicine and medical radioisotopes. The company's acquisition of Kinectrics in May 2025 added capabilities in the production and supply of isotopes for the radiopharmaceutical industry, enabling BWXT to expand its presence across both nuclear power and nuclear medicine markets.
BWX Technologies’ commercial operations segment already provides products for diagnostic imaging and radiotherapeutic treatments, including medical radioisotopes, radiopharmaceuticals and medical devices. These capabilities give the company exposure to healthcare applications that rely on specialized nuclear materials and technologies.
The Kinectrics acquisition also strengthens BWX Technologies’ ability to serve customers across the nuclear medicine value chain. Kinectrics has capabilities spanning isotope production and supply, while BWX Technologies’ existing commercial operations include partnerships with life science and pharmaceutical companies. This combination expands the company's commercial reach beyond traditional nuclear energy applications.
Demand for critical medical radioisotopes and radiopharmaceuticals provides another avenue for BWX Technologies to leverage its nuclear expertise. As the company integrates Kinectrics' capabilities, its broader presence across nuclear medicine could diversify its commercial operations while creating opportunities in specialized healthcare markets.
Companies Expanding Nuclear Medicine CapabilitiesThe nuclear medicine industry continues advancing radiopharmaceutical and diagnostic imaging capabilities to support growing demand for specialized medical applications. Companies like Cardinal Health, Inc. (CAH - Free Report) and GE HealthCare Technologies Inc. (GEHC - Free Report) are also expanding their presence across the nuclear medicine and medical imaging markets.
Cardinal Health operates nuclear pharmacies and radiopharmaceutical manufacturing facilities, supporting the preparation, production and distribution of products used in nuclear medicine.
GE HealthCare provides medical imaging and diagnostic pharmaceutical technologies that support nuclear medicine workflows and broader diagnostic applications.
Earnings Estimates for BWXT StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests year-over-year growth of 18.45% and 10.52%, respectively.
Image Source: Zacks Investment Research
BWXT Stock Trading at a DiscountBWX Technologies is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 3.94X compared with the industry average of 8.65X.
Image Source: Zacks Investment Research
BWXT Stock Price PerformanceOver the past year, BWXT shares have fallen 1.2% against the industry’s 13.9% growth.
Image Source: Zacks Investment Research
BWXT’s Zacks RankBWX Technologies currently sports a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Hub Group čelí skupinové žalobě poté, co přiznal nesprávně vykázané účetní výkazy za první tři čtvrtletí roku 2025 a za roky 2023 a 2024. Akcie po těchto oznámeních prudce klesly.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Hub Group, Inc. ("Hub Group" or the "Company") (NASDAQ: HUBG). 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 Hub Group and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Hub Group 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 5, 2026, Hub Group announced that the Company's financial statements for the first three quarters of 2025 should not be relied upon due to "an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025." The Company revealed that its reports for those quarters "were in each case materially misstated due to the aforementioned error and should no longer be relied upon" and that "the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps." The Company also estimated that "[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million." As such, Hub Group stated that it "plans to restate its financial statements for the first, second and third quarters of 2025."
On this news, Hub Group's stock price fell $9.37 per share, or 18.25%, to close at $41.96 per share on February 6, 2026.
Then, on May 12, 2026, Hub Group announced that it had "identified certain transactions that were prematurely or incorrectly recognized or not adequately supported," causing its 2023 and 2024 annual reports filed with the SEC to be "materially misstated," such that they "should no longer be relied upon." The Company did not quantify the expected misstatement, although it "expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023."
On this news, Hub Group's stock price fell $5.24 per share, or 12.52%, to close at $36.62 per share on May 12, 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.
Na Insulet a některé členy vedení byla podána hromadná žaloba kvůli údajným nepravdivým tvrzením o výrobních kontrolách a bezpečnosti produktů. Firma mezitím dvakrát oznámila dobrovolnou opravu zdravotnického prostředku u podů Omnipod 5 kvůli výrobní chybě.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation ("Insulet" or the "Company") (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Insulet securities during the Class Period, you have until August 31, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, 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.
[Click here for information about joining the class action]
Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States ("U.S.") and internationally.
The Company offers, inter alia, its "Omnipod 5" automated insulin delivery ("AID") system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; and its "Omnipod Dash", which features a Bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager.
Insulet also formerly offered the Omnipod Insulin Management System, its predecessor to the Omnipod 5, prior to the Class Period, but had already begun to phase out the product by the start of the Class Period.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet's manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had "initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring."
On this news, Insulet's stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the "initat[ion]" of another "voluntary Medical Device Correction", this time "for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery."
On this news, Insulet's stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 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 billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Studie uvádí, že plánované přenosové projekty CenterPoint Energy v jihovýchodním Texasu mohou přidat přes 18 miliard USD ročně do texaské ekonomiky, vytvořit asi 41 000 pracovních míst a přinést přes 120 milionů USD ročně na místních daních.
Independent expert analysis reports that CenterPoint Energy transmission improvement projects have the potential to also create approximately 41,000 new Texas jobs and an estimated $120 million in additional annual tax revenues for local communities
New transmission projects across Texas could provide up to $30 billion in economic value annually once completed by increasing energy capacity to meet future demand
, /PRNewswire/ -- Today, CenterPoint Energy released the findings of a new, third-party economic impact study of Texas transmission projects by IdeaSmiths, an independent energy systems analysis and advisory firm. The report, Economic Impacts of 765kV Transmission Development in Support of Texas and Houston-Area Reliability, finds that the proposed resiliency and reliability transmission projects in Southeast Texas have the potential to deliver significant levels of economic benefits for Texas families, small businesses and local communities, including adding over $18 billion per year to the Texas economy, generating over $120 million per year in local property taxes and creating approximately 41,000 jobs during construction.
"Together, we can build a more resilient, reliable and affordable energy future and add tens of thousands of jobs, and billions in economic growth for our local Texas communities. These transmission improvement projects will not only be built by Texans, for Texas, they could provide hundreds of millions of dollars in new tax revenue to support our local schools, first responders and other vital public services across our great state," said Jason Ryan, CenterPoint Energy's Executive Vice President, Regulatory Services and Government Affairs.
Key Study Findings: Key Benefits for Texas Communities
The study reviewed a series of electric transmission projects being planned across Texas, as well as three specific transmission resiliency projects that CenterPoint is planning in conjunction with other Texas utilities. These transmission projects are designed to help strengthen and modernize the grid, mitigate the impacts of extreme weather and powerful storms, improve electric reliability for customers, and also meet future energy demand. The study, which uses electric grid capacity expansion modeling and regional economic impact analysis, evaluates how these projects could provide significant levels of economic benefits.
"These transmission resiliency and reliability projects across Texas have the potential to deliver significant economic value, jobs and tax revenue that can help power local economies for years to come. The combination of short-term and long-term economic benefits provided is a direct result of the role and importance of these investments and a vital aspect of keeping the Texas Miracle going," said Joshua D. Rhodes, Chief Technology Officer at IdeaSmiths and a leading research scientist with The University of Texas at Austin.
According to the study, the CenterPoint transmission projects could provide a series of benefits during and after construction, including:
Creating New Jobs: Creating approximately 41,000 Texas jobs by recruiting and hiring Texans to support construction, equal to approximately $4.4 billion in salaries and local economic activity, and adding 1,100 ongoing jobs once complete.
Economic Value: Generating over $18 billion each year in economic value after projects are complete by increasing energy delivered to meet future demand.
Local Investment: Providing approximately $120 million per year in new tax revenue to benefit local schools and services to support Texas families.
In combination with projects planned by other Texas utilities, these new transmission projects are estimated to create up to $30 billion each year in economic value and $300 million per year in new tax revenue, while the construction phase alone could create approximately 100,000 jobs.
To view the full findings of the study, please visit CenterPointEnergy.com/2026TxEconomicImpactStudy.
Commitment to Texans: Partnering with Our Local Communities
CenterPoint Energy is still in the initial planning stages of its vital transmission improvement efforts and is gathering feedback from local stakeholders, property owners and community members to shape the design of proposed projects and determine potential transmission line location options to best serve Texans. As part of its outreach efforts since November 2025 for the proposed Hillje-Blu Lacy Transmission Improvement Project, CenterPoint has met with federal, state and local government officials and community organizations and continues to host a series of local community webinars and open house events to gather feedback and hear directly from local property owners.
To learn more, visit CenterPointEnergy.com/Hillje-BluLacyResiliencyProject.
Upcoming Announcement: Launching 10 Commitments to Landowners
In addition, tomorrow, CenterPoint Energy will be announcing a series of 10 Commitments for Texans to achieve more collaborative, Texas-first transmission resiliency and reliability projects. Key commitments will include enhanced engagement with local communities and expanded timelines and opportunities to hear feedback from local property owners, among others.
About CenterPoint Energy, Inc.
As the only investor owned electric and gas utility based in Texas, CenterPoint Energy, Inc. (NYSE: CNP) is an energy delivery company with electric transmission and distribution, power generation and natural gas distribution operations that serve more than 7 million metered customers in Indiana, Minnesota, Ohio and Texas. As of June 30, 2026, the company owned approximately $48.3 billion in assets. With approximately 8,800 employees, CenterPoint Energy and its predecessor companies have been in business for more than 150 years. For more information, visit CenterPointEnergy.com.
About IdeaSmiths LLC
IdeaSmiths has a deep and broad understanding of energy systems. With access to an industry-leading partner team and an extended bench of energy expertise, including three leading researchers from the University of Texas at Austin, the company provides rigorous analysis, technical due diligence, prototyping, communications, strategic advisory support, and expert witness work. IdeaSmiths has been operating since 2013 and has grown to include a network of collaborators and experts who provide expanded technical expertise and bandwidth to take on a variety of projects. For more information, visit IdeaSmiths.com.
For more information, contact: [email protected] [email protected]
Forward-Looking Statement
This news release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based upon assumptions of management which are believed to be reasonable at the time made and are subject to significant risks and uncertainties. Actual events and results may differ materially from those expressed or implied by these forward-looking statements. Any statements in this news release regarding future events, such as the potential for transmission projects and the benefits therefrom (including tax revenue and related benefits and jobs creation), the reliability and resiliency of the electric grid, and any other statements that are not historical facts are forward-looking statements. Each forward-looking statement contained in this news release speaks only as of the date of this release. Important factors that could cause actual results to differ materially from those indicated by the provided forward-looking information include risks and uncertainties relating to: (1) business strategies and strategic initiatives involving CenterPoint Energy or its industry; (2) CenterPoint Energy's ability to fund and invest planned capital, and the timely recovery of its investments; (3) financial market and general economic conditions; (4) the timing and impact of future regulatory, legislative and political actions or developments; and (5) other factors, risks and uncertainties discussed in CenterPoint Energy's Annual Report on Form 10-K for the fiscal year ended December 31, 2025 and CenterPoint's Quarterly Report on Form 10-Q for the quarters ended March 31, 2026 and June 30, 2026 and other reports CenterPoint Energy or its subsidiaries may file from time to time with the Securities and Exchange Commission.
Energizer obchoduje za 6,62násobek forwardového zisku, ale fiskální EPS pro rok 2026 má klesnout o 5,7 % a marže jsou pod tlakem. Firma zároveň čeká splacení dluhu ve výši 150 až 200 mil. USD.
Key Takeaways Energizer trades at 6.62X forward earnings, below its five-year median of 8.94X.Energizer gained more than 5% U.S. battery volume as the category declined about 2% in 13 weeks.ENR expects $150M-$200M of fiscal 2026 debt repayment, supporting cash flow and financial flexibility.
Energizer Holdings, Inc. (ENR - Free Report) trades at a steep discount to its historical valuation, but the low multiple comes with weakening battery demand, softer earnings expectations and margin pressure. The debate is whether company-specific execution can offset those near-term pressures.
Share gains, cost actions and cash generation provide support. Still, investors may want clearer evidence that earnings trends are stabilizing before treating valuation alone as a reason to buy.
ENR Looks Cheap but Earnings Trends Are SofteningENR trades at 6.62X forward 12-month earnings, well below its five-year median of 8.94X. That discount gives value-focused investors a reason to watch the stock after uneven demand and earnings performance.
Image Source: Zacks Investment Research
The low multiple also reflects softer expectations. Fiscal 2026 earnings per share are projected to decline 5.7%, while the fiscal 2026 earnings estimate has fallen 6.8% over the past four weeks. A cheaper multiple can persist when earnings expectations are moving lower.
Image Source: Zacks Investment Research
Energizer’s Share Gains Offer a Fundamental OffsetEnergizer is outperforming a weaker battery category. In the latest 13 weeks, U.S. battery category volume fell about 2%, while Energizer volume increased more than 5%. U.S. value rose 1.8%, and the company also gained volume and value share globally.
Expanded distribution, innovation and the conversion of Advanced Power Solutions sales into Energizer brands provide levers beyond category demand. Those gains matter because management expects the battery category to remain muted through fiscal year-end, with cautious consumers seeking value across channels and pack sizes.
ENR Faces Margin and Mix Risks Into Year-EndThird-quarter organic sales rose 2.7%, but pricing declined 1.4% as promotional investments increased in Batteries & Lights. Auto Care also carried a less favorable mix because strong refrigerant demand lifted sales of lower-margin products.
Those pressures limit the case for a valuation-driven rebound. Adjusted gross margin is estimated to decline 80 basis points year over year to 40.1% in fiscal 2026. Management expects fourth-quarter gross margin above 40%, but promotional activity and product mix remain risks to margin preservation.
Energizer Deleveraging Adds a Cash Flow CatalystCash generation provides a counterweight to weak growth. Energizer expects fiscal 2026 debt repayment of $150 million to $200 million after reducing debt by more than $80 million through the first nine months.
Free cash flow could also benefit as Project Momentum cash costs decline, annualized capital spending falls by about $30 million and remaining tariff recoveries are collected. These factors can improve financial flexibility even if top-line growth stays restrained.
ENR’s Value Score Stands Out Amid Weak GrowthENR’s valuation and deleveraging potential are attractive, but weak earnings trends and margin pressure keep the risk-reward balanced. The stock currently carries a Zacks Rank #3 (Hold), supporting a more selective stance until operating trends improve. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here
ENR has a Value Score of A, but its Growth Score of F, Momentum Score of F and VGM Score of D show that favorable valuation is not matched by similarly favorable growth or momentum characteristics. The Style Scores reinforce the need to weigh price against earnings quality and near-term trend strength.
The Clorox Company (CLX - Free Report) offers exposure to a broad portfolio of household consumer brands. Its branded-products focus makes it a useful consumer-staples reference point when considering demand and pricing dynamics.
Church & Dwight Co., Inc. (CHD - Free Report) markets household, personal care and specialty products. Its diversified consumer-products portfolio offers another comparison, although ENR’s decision still hinges on its own estimate revisions, margin trajectory and cash conversion.
Bio-Techne ve 4. čtvrtletí vykázala upravený EPS 52 centů v souladu s odhady a tržby 321,2 milionu USD nad konsensem. Akcie po oznámení mírně vzrostly.
Key Takeaways Bio-Techne's Q4 revenues rose 1% and topped estimates, while adjusted EPS met the consensus mark.TECH's Diagnostics and Spatial Biology organic revenues grew 8% from volume and profitability initiatives.Bio-Techne's Merck deal remains in focus, with the $73-per-share cash transaction progressing.
Bio-Techne Corporation (TECH - Free Report) reported adjusted earnings per share of 52 cents for the fourth quarter of fiscal 2026, which dropped 1.9% year over year and came in line with the Zacks Consensus Estimate.
The quarter's adjustments eliminated the impact of certain items, including amortization of intangibles and Wilson Wolf intangible assets, acquisition-related expenses, certain litigation charges, stock-based compensation, restructuring and restructuring-related costs, and investment-related losses, among others.
GAAP EPS was 35 cents compared to a loss of 11 cents in the prior-year quarter.
For the full year, adjusted EPS of $1.93 increased 0.5% from the fiscal 2025 adjusted figure and surpassed the consensus mark by 1%.
TECH's Revenues in DetailIn the fiscal fourth quarter, net sales came in at $321.2 million, up 1% year over year on a reported basis and 3% on an organic basis. The figure surpassed the Zacks Consensus Estimate by 1.26%.
Full-year revenues were $1.22 billion, remaining flat from fiscal 2025 on both a reported and organic basis. Foreign currency had a favorable impact of 2%, while a business held for sale had an unfavorable impact of 2%. The metric came 0.8% above the consensus mark.
Following the announcement, TECH shares edged up 0.1% to close yesterday’s session at $72.23.
Segmental Analysis of TECH's Q4 RevenuesWithin Protein Sciences, Bio-Techne recorded revenues of $231.2 million, up 2% year over year from $226.5 million. Organic revenues increased 1%, while foreign currency had a favorable impact of 1%.
Within Diagnostics and Spatial Biology, revenues were $90.1 million, roughly flat from $89.7 million in the prior-year quarter. Organic revenues increased 8%, while the held-for-sale business had an unfavorable impact of 8%.
TECH’s Q4 MarginsBio-Techne’s gross profit increased 6.3% year over year to $211.4 million. The gross margin expanded 310 basis points (bps) to 65.8% as the cost of sales declined 7.1% to $109.8 million. Adjusted gross margin, however, contracted 80 basis points (bps) to 69.2%.
Selling, general and administrative expenses declined 42.4% to $113.2 million. Research and development expenses totaled $23.9 million, down 8.0% year over year. Total operating expenses fell 38.4% to $137.1 million from $222.7 million in the prior-year quarter.
The company generated operating income of $74.3 million in the fiscal fourth quarter compared to an operating loss of $23.9 million in the year-ago quarter.
Bio-Techne’s Capital StructureBio-Techne exited fiscal 2026 with cash and equivalents of $264.7 million compared with $162.2 million at the end of fiscal 2025. Long-term debt obligations totaled $200 million compared with $346 million at the end of the prior fiscal year.
Cumulative net cash provided by operating activities was $292.1 million at the end of fiscal 2026 compared with $287.6 million a year ago.
Bio-Techne’s Merck Deal Remains in FocusOn June 25, 2026, Bio-Techne entered into an agreement to be acquired by Merck KGaA, Darmstadt, Germany, for $73 per share in cash, representing a total enterprise value of approximately $11.3 billion.
Management said it continues to make progress toward completing the transaction and expects the combination to create opportunities for the company’s customers and employees. In light of the announced deal, Bio-Techne is no longer holding investor conference calls for quarterly results.
Our Take on Bio-Techne’s ResultsBio-Techne exited the fourth quarter of fiscal 2026 with in-line earnings, while revenues surpassed estimates. Protein Sciences posted modest growth, supported by underlying organic gains, though unfavorable volume and product mix pressured segment profitability. Diagnostics and Spatial Biology delivered stronger organic growth and improved profitability, helped by favorable volume trends, ongoing profitability initiatives and the Exosome Diagnostics divestiture. Meanwhile, the contraction in adjusted gross margin during the quarter is discouraging.
TECH’s Zacks Rank & Key PicksBio-Techne currently carries a Zacks Rank #4 (Sell).
Some better-ranked stocks from the broader medical space are Labcorp Holdings (LH - Free Report) , Quest Diagnostics (DGX - Free Report) and Medpace (MEDP - Free Report) .
Labcorp, carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $4.99, which surpassed the Zacks Consensus Estimate by 4.18%. Revenues of $3.73 billion beat the Zacks Consensus Estimate by 0.36%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
LH has an earnings yield of 5.9% compared with the industry’s 4.1% yield. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 3.09%.
Quest Diagnostics, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $3.12, exceeding the Zacks Consensus Estimate by 11%. Revenues of $3.04 billion topped the Zacks Consensus Estimate by 2.1%.
DGX has an earnings yield of 4.7%, almost in line with the industry’s yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 5.77%.
Medpace, carrying a Zacks Rank #2 at present, posted second-quarter 2026 adjusted EPS of $4.25, exceeding the Zacks Consensus Estimate by 4.17%. Revenues of $707.3 million outperformed the consensus mark by 1.12%.
MEDP has a historical five-year earnings growth rate of 30.5% compared with the industry’s 5.6% growth. In the trailing four quarters, the company delivered an average earnings beat of 10.16%.
Applied Industrial Technologies oznámila zisk 3,17 USD na akcii a výnosy 1,35 miliardy USD, obojí nad odhady. Zisk na akcii meziročně vzrostl z 2,8 USD.
Applied Industrial Technologies (AIT - Free Report) came out with quarterly earnings of $3.17 per share, beating the Zacks Consensus Estimate of $2.92 per share. This compares to earnings of $2.8 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +8.56%. A quarter ago, it was expected that this industrial products company would post earnings of $2.63 per share when it actually produced earnings of $2.65, delivering a surprise of +0.76%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Applied Industrial Technologies, which belongs to the Zacks Manufacturing - General Industrial industry, posted revenues of $1.35 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.58%. This compares to year-ago revenues of $1.22 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Applied Industrial Technologies shares have added about 37.2% since the beginning of the year versus the S&P 500's gain of 13.2%.
What's Next for Applied Industrial Technologies?While Applied Industrial Technologies 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 Applied Industrial Technologies 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 $2.83 on $1.27 billion in revenues for the coming quarter and $11.80 on $5.18 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, Manufacturing - General Industrial is currently in the top 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Nordson (NDSN - Free Report) , has yet to report results for the quarter ended July 2026. The results are expected to be released on August 19.
This maker of adhesives and industrial coatings is expected to post quarterly earnings of $3.09 per share in its upcoming report, which represents a year-over-year change of +13.2%. The consensus EPS estimate for the quarter has been revised 1.4% higher over the last 30 days to the current level.
Nordson's revenues are expected to be $779 million, up 5.1% from the year-ago quarter.
Wohl & Fruchter zkoumá férovost plánovaného prodeje DoubleVerify společnosti Nielsen za 13,60 USD za akcii v hotovosti. Cena je pod 52týdenním maximem 16,44 USD.
MONSEY, N.Y., Aug. 13, 2026 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of DoubleVerify Holdings, Inc. (NYSE: DV) (“DoubleVerify”) to Nielsen Holdings (“Nielsen”), pursuant to which DoubleVerify shareholders will receive $13.60 per share in cash.
Notably, the $13.60 per share sale price is well below DoubleVerify’s 52-week high of $16.44 per share, which potentially indicates an opportunistic purchase below fair value.
Moreover, before the transaction was announced, several Wall Street analysts had price targets above the $13.60 per share sale price, including:
Youssef Squali of Truist Financial ($16.00 price target)Maria Ripps of Canaccord Genuity ($16.00 price target)Brian Pitz of BMO Capital ($15.00 price target)Matthew Cost of Morgan Stanley ($14.00 price target)Andrew Marok of Raymond James ($14.00 price target) (Source: TipRanks)
In addition, on Seeking Alpha, at least one shareholder has expressed concerns about the price, asserting, “I assume that the majority of shareholders will be against it; they bought the shares at prices higher than $13.60.”
If you remain a DoubleVerify shareholder and have concerns about the fairness of the proposed sale, you may contact our firm at the following link to discuss your legal rights at no charge:
https://wohlfruchter.com/cases/doubleverify/
Alternatively, you may contact us by phone at 866-833-6245, or via email at [email protected].
“We are investigating whether the DoubleVerify Board of Directors acted in the best interests of DoubleVerify shareholders in approving the sale,” said Joshua Fruchter, a founding partner of Wohl & Fruchter. “This includes whether the cash consideration agreed upon is fair to DoubleVerify shareholders considering the company’s recent trading history, and whether all material information regarding the transaction has been fully disclosed. We encourage DoubleVerify stockholders to contact us if they have any concerns.”
About Wohl & Fruchter
Wohl & Fruchter LLP has for over a decade been representing investors in litigation arising from fraud and other corporate misconduct, and recovered hundreds of millions of dollars in damages for investors. Please visit our website, www.wohlfruchter.com, to learn more about our Firm, or contact one of our partners.
Ideal Power oznámila, že uzavřela dlouhodobou dodávkovou dohodu s vysokokapacitní wafer foundry v Asii a získala svůj první funkční křemíkový first silicon B-TRAN®. Hotovost k 30. červnu činila 41,3 milionu USD.
, /PRNewswire/ -- Ideal Power Inc. (Nasdaq: IPWR) ("Ideal Power," the "Company," "we," "us" or "our"), developer and provider of its innovative and widely patented B-TRAN® bidirectional semiconductor power switch, reports results for its second quarter ended June 30, 2026.
"We continued to execute across our commercial priorities in the second quarter. We advanced our low current solid-state circuit breaker ("SSCB") project with our lead customer in Asia and our co-development effort with an industry partner on a B-TRAN®-enabled SSCB prototype for a planned evaluation by a U.S. hyperscaler supporting the new NVIDIA Rubin Ultra 800V DC AI data center power distribution architecture," said David Somo, President and Chief Executive Officer of Ideal Power. "Engagements broadened including new opportunities with several regional and multinational customers across multiple markets. Our focus remains on advancing customer opportunities through our expanding sales funnel into volume production orders, revenue growth and long-term shareholder value creation."
Somo continued, "We also achieved an important operational milestone by entering into a long-term supply agreement with a high-volume wafer foundry. Initial discussions with this foundry started in the first quarter and they've already successfully fabricated functional B-TRAN® first silicon. This foundry has the capacity to support high-volume industrial and automotive customers over the long-term, at a cost we believe supports our targeted gross margins at scale."
Key Second Quarter 2026 and Recent Business Highlights
Execution of our B-TRAN® commercial strategy continues, including:
Continued advancing the first project with our lead Asia customer as we are in the process of finalizing low current SSCB prototype units for shipment to the customer later this month for their internal testing. B-TRAN®-enabled SSCB prototypes are expected to be available from this customer for their 800V AI data center and energy grid end-customers in Q4 2026. Delivered a second shipment of next generation B-TRAN® custom packaged samples and development kits for evaluation to Stellantis for EV applications. We are working closely with Stellantis on a detailed analysis of their solid-state contactor system-level specification to optimize the solution and align the remaining deliverables under the purchase order. Entered into a long-term supply agreement with a high-volume wafer foundry in Asia and achieved functional B-TRAN® first silicon. This foundry has ample capacity to support high-volume industrial and automotive customers at a cost we believe will support our targeted gross margins at scale. Seeing accelerating demand to support 800-volt DC architectures with a growing number of potential customers — including leading global electromechanical breaker manufacturers now seeking SSCB solutions. To accelerate potential adoption, we introduced a new 800-volt SSCB reference design kit ("RDK") for customers to evaluate our technology and assist in the development of their own SSCB products. One of our distribution partners has already placed its first stocking order for these SSCB RDKs. Advanced the co-development effort under the letter of intent we signed in the second quarter, collaborating with an industry partner on a B-TRAN®-enabled intelligent SSCB prototype planned for evaluation by a U.S. hyperscaler in its development environment for the NVIDIA Rubin Ultra 800V DC AI data center power distribution system, with prototype delivery targeted for the end of Q4 2026. Our newly formed Advisory Board now includes its first member, Dr. Sanjai Parthasarathi, Chief Marketing Officer of Coherent Corp. (NYSE: COHR), who brings more than 35 years of leadership across data centers, AI infrastructure, and related technology markets. His deep market expertise and industry network directly support our plans to accelerate the commercialization of our high-value, high-impact solutions. B-TRAN® Patent Estate: Currently at 105 issued B-TRAN® patents with 51 of those issued outside of the United States. Current geographic coverage includes North America, China, Taiwan, Japan, South Korea, India, and Europe. Second Quarter 2026 Financial Results
Cash and cash equivalents totaled $41.3 million at June 30, 2026. During the second quarter, we raised $27.7 million in net proceeds in a registered direct offering of common stock and pre-funded warrants. Cash used in operating and investing activities in the second quarter of 2026 was $2.5 million, flat compared to $2.5 million in the second quarter of 2025. Cash used in operating and investing activities in the first six months of 2026 was $4.8 million compared to $4.6 million in the first six months of 2025. No long-term debt was outstanding at June 30, 2026. Operating expenses in the second quarter of 2026 were $3.6 million compared to $3.1 million in the second quarter of 2025 driven primarily by higher stock-based compensation expense, personnel costs, and non-cash patent impairment charges as we rationalized our pending patent portfolio. Net loss in the second quarter of 2026 was $3.4 million compared to $3.0 million in the second quarter of 2025. Net loss in the first six months of 2026 was $7.0 million compared to $5.7 million in the first six months of 2025. Strategic Priorities
The Company has set the following strategic priorities:
Continue adding new opportunities to the sales funnel. Drive initial revenue ramp by converting sales opportunities in the funnel to design-ins and custom development agreements. Secure production order(s) with our lead Asia customer for its first SSCB products and continue to expand solutions to address additional markets and applications. Complete remaining deliverables under the Stellantis purchase order and continue to advance opportunities for EV contactors and battery disconnect units with global automakers. Continue to explore strategic investment opportunities with global market leaders. Conference Call and Webcast: Second Quarter 2026
The Company will hold a conference call on Thursday, August 13, 2026 at 10:00 AM Eastern Time to discuss its results and host a question-and-answer session. Analysts and investors may pose questions for management during the live conference call.
Interested persons may access the live conference call by dialing 877-545--0523 (U.S./Canada callers) or 973-528-0016 (international callers), using passcode 932999. It is recommended that participants call or log in 10 minutes ahead of the scheduled start time to ensure proper connection. An operator will register your name and organization. An audio replay will be available one hour after the live call until Midnight on August 27, 2026 by dialing 877-481-4010 using passcode 54353.
The live webcast and interactive Q&A will be accessible on the Company's Investor Relations website under the Events tab HERE. The webcast will be archived on the Company's website for future viewing.
Upcoming Investor Conference
iAccess Alpha – Best Ideas Virtual Fall Investment Conference on September 15 to 16, 2026
Ideal Power plans to participate in the iAccess Alpha Best Ideas Virtual Fall Investment Conference on September 15 to 16, 2026. Ideal Power's presentation webcast is on September 15, and its one-on-one investor meetings are on September 16.
Ideal Power's presentation webcast at the iAccess Alpha Virtual Conference is September 15 at 11:00 AM ET. The live, interactive webcast and slide presentation will be accessible on the Company's Investor Relations website under the Events tab HERE. The webcast will be archived on the website for future viewing.
iAccess Alpha Conference attendees are encouraged to register and request a one-on-one virtual meeting with Ideal Power management on September 16, CLICK HERE.
About Ideal Power Inc.
Ideal Power (Nasdaq: IPWR) is the developer and provider of its innovative and widely patented B-TRAN® bidirectional semiconductor power switch. B-TRAN® offers compelling advantages over conventional technologies and addresses the demanding standards of today's solid-state circuit protection and intelligent power delivery systems. It features very low conduction losses that deliver improved power efficiency, thereby reducing energy consumption and providing cost savings. The unique bidirectional capability of B-TRAN® simplifies the design, control and diagnostics of solid-state power solutions while enabling smaller, lower cost systems. B-TRAN® delivers compelling advantages for a broad spectrum of applications including solid-state circuit breakers, static transfer switches, battery disconnect units and EV contactors that are widely used in data centers, industrial power systems, energy grid and storage systems, and electric vehicles and charging infrastructure. For more information, visit the Company's website at www.IdealPower.com, on LinkedIn, on Twitter, and on Facebook.
Safe Harbor Statement
All statements in this release that are not based on historical fact are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and the provisions of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. While Ideal Power's management has based any forward-looking statements included in this release on its current expectations, the information on which such expectations were based may change. Such forward-looking statements include, but are not limited to, statements regarding current and future projects with our lead Asia customer, co-development of a B-TRAN®-enabled SSCB prototype for a leading U.S. hyperscaler, our expectations related to remaining deliverables under the purchase order from Stellantis, and our expectations regarding operational results under our long-term supply agreement with a foundry. These forward-looking statements rely on a number of assumptions concerning future events and are subject to a number of risks, uncertainties and other factors, many of which are outside of our control that could cause actual results to materially differ from such statements. Such risks, uncertainties, and other factors include, but are not limited to, the success of our B-TRAN® technology, including whether the patents for our technology provide adequate protection and whether we can be successful in maintaining, enforcing and defending our patents, our inability to predict with precision or certainty the pace and timing of development and commercialization of our B-TRAN® technology, the rate and degree of market acceptance for our B-TRAN®, the impact of global health pandemics on our business, supply chain disruptions, and the expected performance of future products incorporating our B-TRAN®, and uncertainties set forth in our quarterly, annual and other reports filed with the Securities and Exchange Commission. Furthermore, we operate in a highly competitive and rapidly changing environment where new and unanticipated risks may arise. Accordingly, investors should not place any reliance on forward-looking statements as a prediction of actual results. We disclaim any intention to, and undertake no obligation to, update or revise forward-looking statements, except as required by applicable law.
Ideal Power Investor Relations Contact
Jeff Christensen
Darrow Associates Investor Relations
[email protected]
703-297-6917
IDEAL POWER INC.
Balance Sheets
(unaudited)
June 30,
2026
December 31,
2025
ASSETS
Current assets:
Cash and cash equivalents
$
41,294,488
$
6,129,049
Accounts receivable
29,800
24,000
Inventory
62,425
9,700
Prepayments and other current assets
208,338
377,901
Total current assets
41,595,051
6,540,650
Property and equipment, net
447,195
376,717
Intangible assets, net
2,571,370
2,687,466
Right of use asset
351,608
397,397
Other assets
82,429
44,459
Total assets
$
45,047,653
$
10,046,689
LIABILITIES AND STOCKHOLDERS' EQUITY
Current liabilities:
Accounts payable
$
437,103
$
408,398
Accrued expenses
956,706
471,329
Current portion of lease liability
99,194
93,435
Total current liabilities
1,493,003
973,162
Long-term lease liability
259,253
309,900
Other long-term liabilities
824,559
886,538
Total liabilities
2,576,815
2,169,600
Stockholders' equity:
Common stock
16,423
8,539
Additional paid-in capital
167,557,739
125,927,443
Treasury stock
(13,210)
(13,210)
Accumulated deficit
(125,090,114)
(118,045,683)
Total stockholders' equity
42,470,838
7,877,089
Total liabilities and stockholders' equity
$
45,047,653
$
10,046,689
IDEAL POWER INC.
Statements of Operations
(unaudited)
Three Months Ended June 30,
Six Months Ended June 30,
2026
2025
2026
2025
Revenue
$
5,800
$
1,275
$
5,800
$
13,278
Cost of revenue
4,008
3,477
4,008
34,339
Gross profit (loss)
1,792
(2,202)
1,792
(21,061)
Operating expenses:
Research and development
1,430,134
1,900,019
3,462,447
3,468,011
General and administrative
1,657,972
897,239
2,877,983
1,797,060
Sales and marketing
536,834
341,033
976,532
679,193
Total operating expenses
3,624,940
3,138,291
7,316,962
5,944,264
Loss from operations
(3,623,148)
(3,140,493)
(7,315,170)
(5,965,325)
Interest income, net
210,222
103,728
270,739
225,536
Net loss
$
(3,412,926)
$
(3,036,765)
$
(7,044,431)
$
(5,739,789)
Net loss per share – basic and fully diluted
$
(0.20)
$
(0.33)
$
(0.50)
$
(0.63)
Weighted average number of shares
outstanding – basic and fully diluted
16,934,431
9,116,519
14,062,446
9,109,225
IDEAL POWER INC.
Statements of Cash Flows
(unaudited)
Six Months Ended June 30,
2026
2025
Cash flows from operating activities:
Net Loss
$
(7,044,431)
$
(5,739,789)
Adjustments to reconcile net loss to net cash used in operating activities:
Depreciation and amortization
194,454
182,107
Amortization of right of use asset
45,789
42,172
Write-off of capitalized patents
215,133
-
Write-off of property and equipment
79
1,201
Stock-based compensation
1,635,526
714,625
Decrease (increase) in operating assets:
Accounts receivable
(5,800)
(7,483)
Inventory
(52,725)
19,019
Prepaid expenses and other assets
131,593
124,692
Increase (decrease) in operating liabilities:
Accounts payable
28,705
48,598
Accrued expenses and other liabilities
423,398
229,212
Lease liability
(44,888)
(39,655)
Net cash used in operating activities
(4,473,167)
(4,425,301)
Cash flows from investing activities:
Purchase of property and equipment
(151,728)
(41,128)
Acquisition of intangible assets
(212,320)
(179,209)
Net cash used in investing activities
(364,048)
(220,337)
Cash flows from financing activities:
Net proceeds from issuance of common stock and pre-funded warrants
40,259,375
-
Proceeds from exercise of pre-funded warrants
267
110
Payment of taxes upon vesting of stock units
(256,988)
(91,769)
Net cash provided by (used in) financing activities
40,002,654
(91,659)
Net Increase (decrease) in cash and cash equivalents
Jim Cramer doporučil ve fotonice pro datová centra s AI Lumentum a Coherent místo Poet Technologies. Lumentum ve 2. čtvrtletí fiskálního roku 2026 zvýšil tržby o 66 % na 665,5 mil. USD, Coherent o 18 % na 1,686 mld. USD.
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Jim Cramer has a clear message for investors chasing photonics exposure: skip speculative small caps and own companies already delivering results. During a recent Mad Money Lightning Round, Cramer passed on Poet Technologies without an opinion, directing investors instead to his preferred names in the space: Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) and Coherent (NYSE:COHR).
This past spring, Cramer pointed to both stocks as the right way to play data center optical infrastructure, noting that “both of them are getting $2 billion investment from NVIDIA, but Lumentum’s been the better performer.” The thesis is straightforward: if the AI infrastructure cycle continues, own companies with order books, margins, and backlog to prove it.
Lumentum: The Faster-Growing Engine
Lumentum’s most recent quarter makes the bull case concrete. Q2 FY2026 revenue reached $665.5 million, up 66% year-over-year, with non-GAAP EPS of $1.67 beating the $1.4085 consensus by 19%. Non-GAAP operating margin expanded 1,730 basis points year-over-year to 25%. The stock has responded accordingly: Shares are up more than 143% year to date and nearly 685% over the past year.
Two growth engines are early in their ramp. The optical circuit switch (OCS) backlog exceeds $400 million, and the company recently received an incremental multi-hundred-million-dollar co-packaged optics (CPO) order deliverable in the first half of calendar 2027. CEO Michael Hurlston captured the forward picture: “Our forward guidance calls for over 85 percent year-over-year revenue growth, yet we are only at the starting line for two substantial opportunities: optical circuit switches and co-packaged optics.”
Q3 FY2026 guidance calls for revenue of $780 million to $830 million and non-GAAP operating margin of 30% to 31%. The company’s SEC filing confirms these figures directly from management.
Coherent: Scale and Diversification
Coherent operates at larger scale with a broader product portfolio for AI infrastructure. Q2 FY2026 revenue came in at $1.686 billion, up 18% year-over-year, beating estimates by 3%, with non-GAAP EPS of $1.29 beating the $1.2061 consensus by roughly 7%. The datacenter and communications segment, which now represents roughly 72% of total revenue, grew 34% year-over-year to $1.208 billion.
The company sharpened focus by completing the sale of its Aerospace and Defense business and using proceeds for $400 million in debt repayment. CEO Jim Anderson outlined the trajectory: “We expect continued strong growth in the second-half of fiscal 2026 and throughout fiscal 2027 based on strong datacenter and communications demand and our continued production capacity expansion.”
Coherent’s year-to-date performance reflects this momentum. Shares are up 84.38% year to date and nearly 242% over the past year. Q3 FY2026 guidance targets revenue of $1.70 billion to $1.84 billion, with the company recognized as an NVIDIA Ecosystem Innovation Partner for co-packaged optics.
Why Proven Beats Speculative
The photonics theme is real. Retail investors on Reddit have been asking the same question in recent weeks, with an r/stocks thread titled “Is photonics just getting started? $LITE and $COHR” drawing sustained engagement. The difference between Lumentum and Coherent versus early-stage photonics names comes down to execution. Both Lumentum and Coherent generate revenue at scale, expand margins quarter over quarter, and sit on multi-hundred-million-dollar order pipelines tied directly to hyperscaler AI infrastructure spending. Cramer’s preference for names with demonstrated financial momentum over unproven stories reflects a straightforward risk calculus the numbers support.
Contact [email protected] for any questions or corrections.
Coherent očekává, že tržby za čtvrtletí přesáhnou 3 miliardy USD do konce fiskálního roku 2027, protože rychle navyšuje kapacitu pro AI optiku. Firma uvádí, že fiskální rok 2027 je prakticky vyprodaný.
Key Takeaways Coherent expects quarterly revenues to exceed $3B by fiscal 2027-end as AI optics capacity expands.Coherent expects internal InP output to double year over year by quarter-end, one quarter ahead of plan.Fiscal 2027 is essentially booked, with purchase orders extending through 2027 and into calendar 2028. Coherent Corp. (COHR - Free Report) used its fiscal fourth-quarter 2026 earnings call to frame fiscal 2027 around a faster production ramp, AI optics demand and new revenue streams. CEO Jim Anderson said quarterly revenues are expected to exceed $3 billion by the end of fiscal 2027.
The outlook followed fourth-quarter revenues of $2.05 billion and non-GAAP earnings of $1.74 per share. Both metrics beat the Zacks Consensus Estimate of $1.99 billion and $1.62 per share, respectively.
COHR Raises the Fiscal 2027 Growth BarCEO Anderson said record bookings, rising component supply and new product ramps support faster growth in fiscal 2027. Datacenter & Communications represented 79% of fiscal fourth-quarter revenues.
CFO Sherri Luther guided fiscal first-quarter revenues to $2.2-$2.4 billion and non-GAAP earnings to $1.85-$2.05 per share. Non-GAAP gross margin is expected at 39.5-41.5%.
Anderson said 800-gig transceivers should keep growing year over year in calendar 2026, while the 1.6T ramp has accelerated beyond expectations from three months earlier.
Coherent Accelerates the 6-Inch InP RampCOHR’s CEO said indium phosphide output remains the main constraint on transceiver growth. Coherent expects to double internal output year over year by the end of the current quarter, one quarter ahead of plan.
Responding to a JPMorgan analyst, Anderson said June-quarter indium phosphide laser production rose about 80% year over year. He added that fiscal first-quarter data center growth is expected to exceed 80% year over year.
Anderson also said 6-inch yields exceed 3-inch production across CW lasers, EMLs and photodiodes. A third 6-inch site in Zurich is expected to begin production in the first half of calendar 2027.
COHR Broadens AI Optics Revenue StreamsAnderson stated optical circuit switching revenues rose sequentially in the fiscal fourth quarter and should grow significantly through fiscal 2027 as manufacturing expands. He sized the OCS opportunity at more than $4 billion.
COHR’s CEO said co-packaged optics revenues should begin ramping in the December quarter. Responding to a Rosenblatt Securities analyst, he said that production wafers for those shipments have started.
Anderson also highlighted PhotonLink, an integrated-optics platform scheduled for a September launch, while multi-rail revenues are expected in the first half of calendar 2027. He said Coherent sees comparable content opportunities in CPO and NPO.
Coherent Defends the Margin Expansion PathCFO Luther said fiscal fourth-quarter non-GAAP gross margin reached 40.2%, up 66 basis points sequentially and 215 basis points year over year. She tied further improvement to 6-inch indium phosphide, product mix, pricing and cost actions.
Responding to a Morgan Stanley analyst, Luther said a 6-inch wafer provides four times the output of a 3-inch wafer at half the cost. Anderson added that higher 6-inch yields reinforce that benefit.
A Raymond James analyst asked about the greater-than-42% gross-margin target. Luther said the bulk of the 6-inch ramp and new products such as 1.6T, OCS, CPO, multi-rail and thermal-management solutions remain ahead.
COHR Locks in Demand Through Long-Term AgreementsResponding to a BNP Paribas analyst, Anderson said fiscal 2027 is essentially booked and purchase orders extend through calendar 2027, with customers now placing orders into calendar 2028.
Anderson also added long-term agreements often extend through the end of the decade and generally include rising annual supply commitments, pricing terms and minimum-demand guarantees. That provides visibility for capacity planning and pricing.
Responding to a Needham analyst, Anderson added assembly and test capacity are not the primary bottlenecks. The central constraint remains indium phosphide output.
Coherent Enters Fiscal 2027 Focused on ExecutionLuther said capital spending will rise sequentially again in the fiscal first quarter as Coherent expands data center and communications capacity. She also emphasized operating leverage after fiscal fourth-quarter non-GAAP operating margin reached 21.8%.
Anderson closed the call by centering fiscal 2027 on capacity expansion, new growth platforms and sustained customer demand, with Datacenter & Communications remaining the primary growth engine.
COHR Rank and Style Scores Send Mixed SignalsCOHR carries a Zacks Rank #3 (Hold). Its Momentum Score of B is the strongest style signal, while the Value Score of D, Growth Score of F and VGM Score of F reflect weaker grades across those measures.
Zacks Style Scores complement the Zacks Rank, with A and B considered stronger grades. The current combination lacks the stronger profile associated with Zacks Rank #1 (Strong Buy) or 2 (Buy) stocks paired with stronger scores. Also, the rank can change as earnings estimates are revised after the just-reported results. You can see the complete list of today’s Zacks #1 Rank stocks here.
Credit Acceptance oznámila, že 27. srpna 2026 nastoupí Jeetu Mirchandani jako nový Chief Technology Officer. Povede technologickou strategii a rozvoj AI.
Southfield, Michigan, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Credit Acceptance Corporation (Nasdaq: CACC) (referred to as the “Company”, “Credit Acceptance”, “we”, “our”, or “us”) today announced that Jeetu Mirchandani, a veteran technology and AI executive with more than two decades of leadership experience at Amazon, will join the Company as Chief Technology Officer on August 27, 2026. In this role, he will lead Credit Acceptance’s Engineering organization and technology strategy, helping accelerate the Company’s digital-first, AI-enabled evolution and deliver simpler, more seamless experiences for customers and dealer partners.
Mr. Mirchandani joins Credit Acceptance after more than 21 years at Amazon, where he helped build and lead some of the company’s most critical technology organizations. Earlier in his career, Mr. Mirchandani led the technology organization responsible for key elements of Amazon's global fulfillment network, overseeing large-scale engineering, product, and science teams supporting one of the world’s most sophisticated supply chain operations. He later scaled teams from startup initiatives to global organizations of more than 500 engineers, product managers, scientists, and technology leaders. His work spanned many of the systems that power millions of customer interactions every day, including fulfillment, supply chain technology, personalization, e-commerce, and AI.
Most recently, as Head of Applied AI, Mr. Mirchandani influenced how AI technologies were applied at scale to solve real business and customer challenges at Amazon. He partnered directly with Amazon’s CEO and CFO to help shape and execute the company’s AI transformation strategy, translating emerging technologies into measurable business outcomes across Amazon’s retail and healthcare businesses. His work drove automation, productivity improvements, and efficiencies that delivered a multi-billion-dollar impact. Throughout his career, Mr. Mirchandani has played key roles in evaluating major acquisitions, including Twitch and Goodreads, helping assess their technical strategy and long-term integration potential. He also holds multiple U.S. patents spanning machine learning, data-driven personalization, and advanced technology systems.
“As we continue transforming Credit Acceptance, we are investing in the capabilities that will help us better serve our customers and dealer partners while creating long-term shareholder value," said Vinayak Hegde, Chief Executive Officer. “Jeetu has operated at the forefront of some of the most significant technology and AI advancements of the last two decades. His experience leading large-scale organizations, driving innovation at a global scale, and applying emerging technologies to solve complex business challenges makes him an exceptional addition to our Executive Leadership Team. I am excited to welcome him as we continue building a more innovative, agile, and customer-focused company.”
Mirchandani added, “Throughout my career, I've been passionate about solving customer problems using the right technology at scale. Credit Acceptance has a compelling mission and a strong foundation, and I am energized by the vision and what we can accomplish together. I'm excited to partner with the team to help build a more data-informed and AI-enabled organization that delivers even greater value for customers, dealer partners, team members, and shareholders.”
Description of Credit Acceptance Corporation
We make vehicle ownership possible by providing innovative financing solutions that enable automobile dealers to sell vehicles to consumers regardless of their credit history. Our financing programs are offered through a nationwide network of automobile dealers who benefit from sales of vehicles to consumers who otherwise could not obtain financing; from repeat and referral sales generated by these same customers; and from sales to customers responding to advertisements for our financing programs, but who actually end up qualifying for traditional financing.
Without our financing programs, consumers are often unable to purchase vehicles or they purchase unreliable ones. Further, as we report to the three national credit reporting agencies, an important ancillary benefit of our programs is that we provide consumers with an opportunity to improve their lives by improving their credit score and move on to more traditional sources of financing. Credit Acceptance is publicly traded on the Nasdaq Stock Market under the symbol CACC. For more information, visit creditacceptance.com.
Envista Holdings (NVST) ve 2. čtvrtletí zvýšila upravený EPS o 57,7 % na 41 centů a provozní zisk o 73,4 % na 80,3 mil. USD. Firma zároveň zvedla výhled upraveného zisku na akcii na 1,50–1,55 USD a růstu EBITDA na 11 %–14 %.
Key Takeaways NVST's Q2 adjusted EPS jumped 57.7%, while operating profit rose 73.4% and margins expanded.NVST raised adjusted earnings guidance to $1.50-$1.55 and EBITDA growth guidance to 11%-14%.NVST faces China pricing pressure, tariffs and uneven product trends that could temper further upside. Envista Holdings Corporation (NVST - Free Report) is showing a sharper earnings recovery after a solid second quarter, with stronger profitability and raised 2026 guidance strengthening the near-term case.
The offset is valuation. NVST now trades above its five-year median forward earnings multiple, leaving less room for execution setbacks even as operating momentum improves.
NVST’s Earnings Recovery Supports the Bull CaseAdjusted earnings were 41 cents per share in the second quarter of 2026, up 57.7% year over year. Operating profit rose 73.4% to $80.3 million, while the operating margin expanded 420 basis points to 11%.
The Zacks Consensus Estimate calls for 2026 earnings of $1.53 per share, up from $1.19 in 2025. Management also raised adjusted earnings guidance to $1.50-$1.55 and adjusted EBITDA growth guidance to 11%-14%, reinforcing expectations for a meaningful profit recovery.
Image Source: Zacks Investment Research
Envista’s Valuation Leaves Less Room for ErrorNVST trades at 18.0X forward 12-month earnings, above its five-year median of 17.5X and the Zacks sub-industry’s 16.2X. That premium suggests investors are already assigning value to the improving earnings trajectory.
The picture is not uniformly expensive. NVST’s multiple remains below the Zacks Medical sector’s 20.5X and the S&P 500’s 20.7X. Still, with the stock above its own historical median, further upside may depend more heavily on sustained execution.
Image Source: Zacks Investment Research
NVST’s Growth Drivers Extend Beyond One QuarterSecond-quarter core sales increased 5%. Equipment & Consumables core sales rose 8.5%, supported by high-single-digit growth in consumables and diagnostics, while Spark grew at a double-digit rate and implants advanced at a low-single-digit pace.
New products and the Versah acquisition add more growth avenues. Align Technology, Inc. (ALGN - Free Report) reported an 8.2% year-over-year increase in second-quarter 2026 clear aligner revenues, showing continued activity in a category where Spark competes. DENTSPLY SIRONA Inc. (XRAY - Free Report) , another diversified dental-products company, reported $898 million in second-quarter 2026 net sales and reiterated its 2026 outlook.
Envista’s Risks Could Limit Further Re-RatingChina pricing remains a major uncertainty. Management expects the orthodontic volume-based procurement program to produce a large price reduction, while the second implant program could reduce prices by about 10%-15%.
Tariff costs increased about $5 million year over year in the second quarter and are expected to remain at similar quarterly levels in the second half. Brackets and wires also declined at a high-single-digit rate, highlighting uneven performance across the portfolio.
NVST’s Style Profile Favors Value and MomentumThe investment case has improved, but the above-median valuation raises the bar for continued earnings delivery. Investors weighing the stock now have stronger operating trends on one side and policy, tariff and product-execution risks on the other.
NVST currently carries a Zacks Rank #1 (Strong Buy). It also has a Value Score of B, Momentum Score of B and VGM Score of B, all favorable readings when paired with a top Zacks Rank. Its Growth Score of D is the main counterweight, reflecting a less favorable growth profile despite the current earnings rebound.
You can see the complete list of today's Zacks #1 Rank stocks here.
Opendoor Technologies oznámila kapitálovou restrukturalizaci včetně emise 0% konvertibilních seniorních dluhopisů se splatností v roce 2030 za 650 milionů USD a zpětného odkupu akcií za 158 milionů USD. Akcie OPEN v premarketu klesaly o 5,73 % na 3,29 USD.
Opendoor Technologies Inc. (NASDAQ:OPEN) shares are dropping Thursday morning as the market digests news of a major capital structure overhaul.
The residential real estate platform unveiled a series of financing strategy featuring debt issuance, equity repurchases, and derivative instruments aimed at fueling business expansion.
Opendoor Technologies stock is among today’s weakest performers. Why is OPEN stock falling? Capital Structure TransactionsThe company announced a private offering of $650 million in 0% Convertible Senior Notes due 2030. From the proceeds, Opendoor allocated approximately $158 million to buy back 45.3 million shares of common stock at $3.49 per share, marking the first share repurchase program in its corporate history.
An additional $52.5 million was deployed into capped call transactions designed to mitigate prospective equity dilution. Ultimately, the initiatives will inject roughly $440 million of net proceeds into Opendoor’s balance sheet to expand home inventory and market coverage.
Dilution Protections and Expected SharesThe integrated arrangement ensures no net share creation occurs until Opendoor’s stock price crosses $10.38 per share, assuming principal amounts are settled in cash.
Capped call transactions safeguard against dilution up to $6.98 per share, while the repurchased shares neutralize conversion impact up to the $10.38 threshold. Beyond $20.00 per share, net dilution is expected to stay below 5%.
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Management CommentaryExecutive leadership emphasized capital efficiency and long-term shareholder alignment. CEO Kaz Nejatian noted that capital must generate value for shareholders rather than burden them, pointing out that financing methods are just as critical as growth goals.
He emphasized that the added funding offers capacity to accelerate acquisitions while preserving the disciplined approach required to achieve sustained profitability.
OPEN Shares Slide Thursday MorningOPEN Price Action: Opendoor Technologies shares were down 5.73% at $3.29 during premarket trading on Thursday, according to Benzinga Pro data.
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Sandisk zvýšil podíl datacenter na mixu bitů na 38 % ve fiskálním roce 2026, zhruba z 12 % před rokem. Amkor hlásí rekordní tržby z výpočetní divize, meziročně o 26 % vyšší.
Key Takeaways Sandisk's AI storage exposure is expanding, with datacenter bit mix reaching 38% in fiscal 2026.Amkor's computing revenue rose 26% year over year, driven by accelerating AI and HPC packaging demand.Amkor expects third-quarter sales of $1.95-$2.05 billion as its HDFO data center CPU program ramps. The global semiconductor manufacturing equipment and materials industry is growing by leaps and bounds, buoyed by artificial intelligence (AI)-driven capital expenditure in leading-edge logic, high-bandwidth memory (“HBM”) and Test and Packaging components.
Moreover, the enormous application of AI in day-to-day life has pushed up the demand for memory chips. This has resulted in more AI semiconductor sales, implying the need for multiple AI memory chips to operate.
Here, we have selected two AI-powered infrastructure stocks that have suffered a sharp downtrend in the past month. However, their strong business model, solid estimate revisions and a favorable Zacks Rank will enable these stocks to remain on their northward trajectory.
These stocks are: Sandisk Corp. (SNDK - Free Report) and Amkor Technology Inc. (AMKR - Free Report) . Each of our picks currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The chart below shows the price performance of our two picks in the past month.
Image Source: Zacks Investment Research
Sandisk Corp.Sandisk — a leading flash and advanced memory technology innovator — has benefited from the structural shift toward AI computing, which requires significantly more NAND flash storage per deployment compared with traditional workloads.
AI training models and inference applications generate massive data volumes that demand high-performance enterprise solid-state drives, while edge devices need greater storage capacity to support on-device AI features. This creates a favorable demand environment where SNDK can command premium pricing for its advanced technology products while maintaining disciplined supply allocation.
Expansion in AI Storage ExposureSNDK has New Business Model agreements with eight Datacenter and Edge customers, with a weighted average duration above four years. Those agreements are expected to cover more than 50% of fiscal 2027 bits and roughly two-thirds of fiscal 2028 bits.
Datacenter exited fiscal 2026 at 38% of Sandisk's bit mix, up from roughly 12% a year earlier, as enterprise SSD adoption broadened. This has resulted in a shift to AI inference, where expanding models, longer context lengths and agentic AI workloads increase storage requirements. Sandisk also began revenue shipments of its QLC Stargate platform.
Strong GuidanceSNDK guided fiscal first-quarter 2027 revenues of $10.3-$10.8 billion and non-GAAP EPS of $44-$46, with growth from both higher bits and modest price increases. Non-GAAP gross margin is expected at 83-85%.
Management continues to expect margins around 80% in the near future, with upside when pricing rises. Sandisk expects the NAND market to exceed $300 billion in calendar 2026 and approach $500 billion in 2027, with customer demand growing faster than supply.
Solid Estimate RevisionsSandisk has an expected revenue and earnings growth rate of more than 100%, each, for the current year (ending June 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 0.6% over the last seven days.
SNDK has an expected revenue and earnings growth rate of 15.6% and 2.3%, respectively, for the next year. The Zacks Consensus Estimate for next year’s earnings has improved 9.1% over the last seven days.
Image Source: Zacks Investment Research
Massive Price Upside PotentialThe short-term average price target of brokerage firms represents an increase of 59.6% from the last closing price of $1,344.29. The brokerage target price is currently in the range of $1,300-$3,169. This indicates a maximum upside of 135.7% and a downside of 3.3%.
Amkor Technology Inc.Amkor has been benefiting from accelerating AI and HPC packaging demand. Computing revenue was reported at a record level in the second quarter of 2026, up approximately 26% year over year, and is expected to grow nearly 30% sequentially in the third quarter of 2026 as the newest HDFO data center CPU program continues to ramp.
AMKR’s Advanced products were reported at $1.557 billion, up 26.79% year over year, reflecting a sustained mix shift toward higher value offerings. Automotive and Industrial revenue also reached a record level, supported by ADAS demand and increasing semiconductor content in next-generation vehicle platforms.
AI-Fueled GrowthManagement pointed to accelerating Computing growth of nearly 30% sequentially in the third quarter, driven by AI-powered data center demand and the continued ramp of the HDFO CPU program, partly offset by a high single-digit sequential decline in Communications tied to the planned SiP transition from Korea to Vietnam and the ongoing memory supply constraints.
Recently announced 10-year strategic partnerships with Taiwan Semiconductor Manufacturing Co. Ltd. (TSM - Free Report) and a multi-year agreement with NVIDIA Corp. (NVDA - Free Report) are reinforcing the company's long-term advanced packaging growth trajectory.
Strong Guidance For the third quarter of 2026, AMKR expects net sales of $1.95-$2.05 billion and a gross margin of 18.5-19.5%. Net income is expected to be $180-$205 million, with EPS between $0.72-$0.82.
Full-year 2026 capital expenditures are projected at approximately $2.5-$3 billion, with roughly 65% to 70% allocated to facilities expansion, including Phase 1 of the Arizona campus and 30% to 35% allocated to HDFO, test and other advanced packaging capacity.
Solid Estimate RevisionsAmkor has an expected revenue and earnings growth rate of 14% and 74.7%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 26% over the last 30 days.
AMKR has an expected revenue and earnings growth rate of 11.8% and 4.2%, respectively, for the next year. The Zacks Consensus Estimate for next year’s earnings has improved 26.4% over the last 30 days.
Image Source: Zacks Investment Research
Robust Price Upside PotentialThe short-term average price target of brokerage firms represents an increase of 34.9% from the last closing price of $55.59. The brokerage target price is currently in the range of $60-90. This indicates a maximum upside of 61.9% and no downside.
Datadog hlásí, že zákazníci s ARR nad 100 000 USD vzrostli meziročně o 23 % na zhruba 4 720 a tvoří 91 % celkového ARR. Firma zároveň čeká tržby za 3. čtvrtletí fiskálního roku 2026 ve výši 1,135–1,145 miliardy USD.
Key Takeaways Datadog's $100,000-plus ARR customers rose 23% to about 4,720, contributing 91% of total ARR.Enterprise new-logo bookings more than doubled, while new customers drove about 30% of Q2 revenue growth.Datadog expects Q3 2026 revenues of $1.135-$1.145 billion as customers expand platform usage. Datadog (DDOG - Free Report) is seeing strong growth in its large customer base, with customers generating at least $100,000 in ARR rising 23% year over year to approximately 4,720 as of June 30, 2026. These accounts contributed about 91% of total ARR, up from 89% a year earlier, strengthening the company’s high-value recurring revenue base.
Datadog is also gaining momentum in enterprise sales. New-logo annualized bookings in the enterprise segment more than doubled year over year, while new customers contributed about 30% of year-over-year revenue growth in the second quarter. The company’s AI customer base is also becoming more valuable, with more than 750 AI customers, including 31 spending over $1 million annually and eight spending over $10 million annually.
Importantly, large customers are expanding their use of the platform. A Fortune 100 insurer is expected to use 19 Datadog products, while a major online media company signed a multiyear deal worth more than $30 million in TCV. Datadog’s low-120% net revenue retention also reflects continued expansion from existing customers.
Looking ahead, Datadog expects third-quarter 2026 revenues of $1.135-$1.145 billion, suggesting continued momentum following the strong second-quarter performance. The outlook provides further support for the company’s growth trajectory as its large customer base expands and existing customers increase platform usage.
Taking a Look at DDOG’s CompetitorsThe customer base remains a key battleground in observability, with Datadog, Dynatrace and Elastic pursuing different strategies to attract, retain and expand enterprise customers.
Dynatrace (DT - Free Report) competes with Datadog’s broader 33,400-customer base through an enterprise-focused strategy, adding 122 new logos and achieving more than 160% new-logo ARR growth. Dynatrace’s unified AI-powered observability, open interoperability and platform-consolidation approach support larger customer lands, while average ARR per customer exceeds $500,000. Dynatrace’s mid-90s gross retention and 110% NRR strengthen expansion opportunities.
Elastic’s (ESTC - Free Report) growing base of high-value customers strengthens its competitive position against Datadog, with more than 1,720 customers exceeding $100,000 ACV and over 240 above $1 million. Elastic emphasizes multiyear commitments without material changes in discount practices, while AI, search, security and observability broaden its opportunity. The company’s data gravity, context platform and specialized agents support consolidation, helping Elastic deepen customer relationships.
DDOG’s Share Price Performance, Valuation & EstimatesShares of DDOG have surged 77.2% year to date, outperforming the broader Zacks Computer and Technology sector's growth of 18.3%.
DDOG’s YTD Price Performance
Image Source: Zacks Investment Research
Datadog trades at a premium with a Price-to-Book (P/B) ratio of 19.64 compared to the broader Zacks Internet – Software industry's multiple of 5.01. DDOG carries a Value Score of F.
DDOG’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for DDOG’s 2026 earnings is currently pegged at $2.43 per share, increased by 2 cents over the past 30 days. The company reported earnings of $2.05 per share in 2025.
Image Source: Zacks Investment Research
Datadog stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Venus na BNB Chain rozšiřuje lending o institucionální custody přístup a tokenizované akcie i zlato jako kolaterál. Na dashboardu uvádí TVL 1,024 mld. USD a 400 mil. USD v půjčkách.
A lending protocol’s credit boundary is defined by which assets can create borrowing capacity and be liquidated efficiently during market volatility.
Venus is expanding that boundary on BNB Chain by bringing institutional custody access, tokenized equities, and tokenized gold into its lending markets.
As of July 25, Venus’ official BNB Core dashboard showed:
USD 1.40 billion in total supply USD 400 million in total borrows USD 1.024 billion in total value locked (TVL) 26.8% protocol utilization
Venus is now connecting institutional custody access, tokenized stocks, and tokenized gold to that balance sheet.
The infrastructure is already in place. The next measure of progress is how much recurring borrowing demand these assets generate.
How the Venus Lending Model Works Venus Core consists of multiple asset markets. Users can supply an asset to earn interest, or enable it as collateral and borrow another asset such as USDT or BNB.
The basic flow is straightforward:
Supply an asset → enable it as collateral → borrow another asset → monitor position health → liquidate if the position falls below its threshold
If an asset has a 60% collateral factor, supplying USD 10,000 of it can theoretically contribute around USD 6,000 of borrowing capacity. As the position approaches its liquidation threshold, a liquidator can repay part of the debt and receive collateral in return.
Venus Core uses a pooled collateral model. A user’s collateral assets collectively support the account’s total debt. The protocol does not record that one specific USDT loan is supported only by NVDAB, BNB, or another individual asset.
That is why Venus’ Collateral Attribution dashboard uses a proportional attribution model. It estimates each collateral asset’s contribution to existing debt based on its value and collateral parameters.
Debt Supported is useful for measuring whether an asset is beginning to function as a credit instrument. It should not be interpreted as a one-to-one on-chain mapping between a collateral token and an individual loan.
Cactus Link Addresses the Institutional Access Problem The Venus integration with Cactus Custody focuses on how institutions enter this lending structure.
Cactus Link is a DeFi Connector provided by Cactus Custody. It allows institutional clients to access Venus through their existing custody, approval, and risk-control workflows instead of creating a separate DeFi wallet process.
The division of roles is clear:
Venus provides the lending markets and liquidity. Cactus Custody provides the infrastructure institutions already use, including HSM-backed cold storage, institutional MPC, approval procedures, and transaction controls.
Through Cactus Link, eligible clients can supply assets supported by Venus Core or use collateral such as BTC, BNB, and XAUm to borrow other assets.
For an institution holding XAUm, the most direct use case is converting tokenized-gold exposure into stablecoin liquidity without first leaving its existing custody environment.
The integration reduces an operational barrier, but adoption still has to be measured through usage.
The relevant indicators are supply entering through Cactus Link, the resulting borrow volume, the collateral mix, and whether institutions continue using the route after the initial integration period.
bStocks Have Supply. Credit Conversion Is Still Early. Binance’s bStocks have surpassed USD 400 million in assets under management (AUM) and USD 2.5 billion in cumulative trading volume.
Tokenized equities are no longer only an issuance experiment. They already have meaningful distribution and secondary-market activity.
Venus has added the next layer: holders can now use these assets as collateral.
The four live bStock markets showed:
SKHYB supply: USD 446,840 NVDAB supply: USD 139,630 TSLAB supply: USD 39,330 SPCXB supply: USD 529 Combined supply was approximately USD 626,330, equivalent to around 0.045% of Venus BNB Core supply.
Supply alone does not show how these assets are being used.
Venus’ official Collateral Attribution dashboard showed that NVDAB supported approximately USD 40,000 of attributed debt.
The distinction matters.
Supplying an asset proves that holders are willing to place it inside the protocol. Supporting debt shows that the asset is being used to obtain liquidity.
NVDAB has started to support measurable borrowing activity. The other markets remain closer to the supply-acquisition stage.
New Collateral Extends the Security Perimeter Once tokenized equities begin supporting debt, three conditions must hold at the same time:
The underlying asset and the holder’s rights must remain verifiable. The oracle must continue producing defensible prices when the traditional market is closed. Liquidators must have enough executable liquidity to exit the collateral under stress. Venus introduced the first bStock markets with relatively conservative parameters.
The stock tokens themselves cannot be borrowed. Their collateral factors range from 50% to 60%, while liquidation thresholds range from 65% to 70%. The markets also use limited supply caps and a 16.67% oracle protection trigger.
The protocol established a USD 200,000 bStock liquidation buffer for weekends and periods of limited liquidity.
If necessary, liquidators can resolve an unhealthy position on-chain and then transfer the acquired stock tokens to another market for sale.
These controls reduce the protocol’s initial exposure, but they do not remove the mismatch between two market clocks.
Venus operates continuously. U.S. equity markets close overnight, on weekends, and during holidays, and can reopen with price gaps.
Risk controls must keep oracle behavior, supply caps, collateral parameters, and practical exit liquidity aligned during these periods.
On CertiK Skynet, Venus had a Skynet Score of 92.75 and an AA tier at the July 25 snapshot. Its Code Security score was 96, while its Community score was 98.
Scores and audits provide evidence within a defined scope and point in time. They are not guarantees.
Tokenized collateral also depends on oracle behavior, issuance and redemption controls, holder concentration, and liquidation execution. These risks require continuous monitoring after deployment.
Venus deploys backup oracles, 24/7 monitoring, and a risk fund funded by protocol revenue as safeguards intended to help protect user funds.
XAUm Shows the Difference Between Backing and Lending Demand Tokenized gold presents a different comparison.
Matrixdock’s latest verification data reported 508 physically inspected gold bars, representing 16,331.184 troy ounces of gold against 16,331.179 XAUm in circulation. The indicated reserve value was approximately USD 66.09 million.
This evidence addresses whether the gold backing exists. It does not show whether holders want to use that exposure inside a lending market.
As of July 25, the official Venus XAUm market showed approximately USD 5,810 in supply. The Collateral Attribution dashboard showed that around USD 5,721 had been enabled as collateral and supported USD 2,463 of attributed debt.
That demand now exists, but it remains small.
What to Watch Next Venus has connected three components:
A scaled lending balance sheet on BNB Chain An institutional access route through Cactus Link Tokenized stocks and gold that can enter the collateral layer The pathway is already operating. The next metrics are the pace and durability of credit conversion.
Four indicators matter most:
Debt supported by each tokenized collateral asset Deposit retention after incentives decline Collateral concentration and liquidation liquidity under stress Institutional supply and borrow volume entering through Cactus Link Tokenization brings assets on-chain, but lending turns them into credit only when they can be continuously priced, used as collateral, and liquidated when necessary.
MongoDB spustila spravovaný MCP Server pro Atlas, který propojuje AI nástroje jako Claude Code, Codex, Grok Build a Devin s živými provozními daty. Nově přidala také schopnosti Voyage AI včetně Automated Embeddings v Atlasu, Atlas Embedding and Reranking API a voyage-code-4.
A new Managed MCP Server connects Claude Code, Codex, Grok Build, and Devin to MongoDB Atlas, giving coding agents direct access to live operational data
, /PRNewswire/ -- MongoDB, Inc. (NASDAQ: MDB) today announced at MongoDB.local Build Fest that MongoDB's intelligent data platform is now available natively inside the AI tools developers use to build applications. Available today, MongoDB Atlas Managed MCP Server is a fully hosted way to connect agents to Atlas without running additional infrastructure. Builders can now easily add MongoDB Atlas to Claude Code, Codex, Grok Build and Devin. Everything announced today is available now, and teams can get started with Atlas for free at mongodb.com/atlas.
"The AI tools teams reach for keep changing, so our approach is to make sure MongoDB is present in all of them, whether a team is working in Claude or Codex, or running an agent in production. More of that building is now done by agents, and neither the agent nor the developer has to stop and set up a connection, so applications come together faster," said Pablo Stern-Plaza, Chief Product Officer, AI and Emerging Products, MongoDB.
With the new connectors, MongoDB is available natively across the tools where software is built. Ask questions of data in plain language in ChatGPT, Claude, and Grok. Query, inspect, and update data in MongoDB as work happens, with coding agents like Claude Code, Codex, Grok Build and Devin. And builders can also see live MongoDB data while generating an app in an IDE like Cursor.
Getting connected with these tools takes only a few clicks. Find the MongoDB connector in the tool's marketplace and authorize it, with no connection string to paste and no infrastructure to configure. Once connected, the tool can list collections and indexes, query and aggregate data, and inspect schemas—and with the right permissions—can also create collections or manage indexes.
Introducing the MongoDB Atlas Managed MCP Server
Running an agent in production means connecting it to real operational data and agent memory, and until now, teams had to build and maintain that connection themselves. MongoDB's MCP server already sees more than 30,000 installs a week. Starting today, the MongoDB Atlas Managed MCP Server is remote and fully hosted, running as a service inside Atlas, so there is nothing for a team to install, operate, or upgrade. Teams connect using the same credentials and access controls they already use with Atlas, so administrators can govern how agents access operational data from one place.
"Developers want their AI tools to connect with the context and systems they already rely on," said Vibhor Chhabra, Product Lead for ChatGPT Ecosystem at OpenAI. "MongoDB's plugin in ChatGPT makes it easier to access and work with live application data, helping developers move faster while staying grounded in the context of their applications."
"We're in the golden age of software engineering. The scope of what one engineer can build has exploded, and the unlock is agents working with real context," said Russell Kaplan, President at Cognition, the company behind Devin. "By connecting Devin to MongoDB Atlas, engineers can hand off well-scoped tasks knowing Devin is working from live application data, not stale assumptions, and spend their own time on the harder problems."
MongoDB also announced at Build Fest new capabilities that bring its benchmark-leading Voyage AI retrieval models into the operational database, including Automated Embeddings in MongoDB Atlas powered by Voyage AI, the Atlas Embedding and Reranking API, and voyage-code-4.
Get started with these new capabilities today for free at mongodb.com/atlas.
About MongoDB
Headquartered in New York, MongoDB's mission is to empower innovators to create, transform, and disrupt industries with software. MongoDB's unified database platform was built to power the next generation of applications, and MongoDB is the most widely available, globally distributed database on the market. With integrated capabilities for operational data, search, real-time analytics, and AI-powered data retrieval, MongoDB helps organizations everywhere move faster, innovate more efficiently, and simplify complex architectures. Millions of developers and more than 67,000 customers across industries—including ~75% of the Fortune 100—rely on MongoDB for their most important applications. To learn more, visit mongodb.com.
Forward-Looking Statements
This press release includes certain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended, including new capabilities announced at MongoDB.local Build Fest 2026. These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies and prospects, which are based on the information currently available to us and on assumptions we have made. Actual results may differ materially from those described in the forward-looking statements and are subject to a variety of assumptions, uncertainties, risks and factors that are beyond our control including those risks detailed under the caption "Risk Factors" and elsewhere in our Securities and Exchange Commission filings and reports. Except as required by law, we undertake no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, changes in expectations or otherwise.
Fox Tungsten získala od Metal Energy 2 358 797 akcií v hodnotě C$2 miliony v rámci odložené úhrady za Highland Valley Project. Podíl ve společnosti Metal Energy tak zvýšila na 4 233 217 akcií.
Fox Tungsten Ltd (TSX-V:FOXT, OTC:HPYCF, FRA:1HC) has more than doubled its Metal Energy Corp (TSX-V:MERG, OTCQB:MEEEF). stake after receiving nearly 2.4 million shares as payment under a deferred consideration agreement tied to the Highland Valley Project in British Columbia.
The Vancouver-based junior received 2,358,797 shares, putting its current stake at 4,233,217 common shares.
The consideration shares, issued under the Tranche One and Tranche Two payments of the acquisition agreement, carry an aggregate deemed value of C$2 million.
They were priced at C$0.85 per share, representing the 30-day volume weighted average price of Metal Energy's common shares as calculated under the agreement from November 2024.
Fox Tungsten is focused on its 100%-owned portfolio of tungsten and polymetallic projects in British Columbia. Its flagship Fox Tungsten Project hosts one of the highest-grade tungsten resources in the western world, according to the company.
The company is currently drilling up to 20,000 metres on the property.
Credo vede iniciativu OCP pro otevřený sériový interconnect pro AI infrastrukturu a tvrdí, že modulární návrhy mohou nabídnout až 25× vyšší hustotu paměti a 5% vyšší šířku pásma než HBM4.
Key Takeaways Credo is leading an OCP initiative to develop lightweight serial interconnects for AI infrastructure.Credo says composable designs could deliver up to 25 times greater memory density than HBM4.OmniConnect enables chip-to-chip connectivity and scale-up networking for modular AI architectures. As AI workloads become increasingly demanding, data centers are facing a critical memory-wall challenge – the growing gap between processor performance and the speed at which data can be accessed from memory. Credo Technology Group Holding Ltd. (CRDO - Free Report) is addressing this bottleneck by developing a new open interconnect standard within the Open Compute Project (OCP). It has established the OCP Open Chiplet Economy (OCE) Lightweight Serial Interconnect (LSI) Workstream, aimed at developing efficient interconnect solutions for AI infrastructure. As part of the initiative, Credo plans to contribute its OmniConnect lightweight AXI framer specification to OCP.
HBM has become a key component of modern AI systems, but its high cost, limited availability and density constraints are creating challenges as AI infrastructure scales. Credo believes a lightweight serial interconnect could offer a more flexible way to connect compute and memory resources. By enabling memory disaggregation and chip-to-chip communication, the technology could allow AI system designers to build more modular architectures. According to Credo, these composable designs could deliver up to 25 times greater memory density and 5% higher bandwidth than HBM4 in certain configurations.
The OCP LSI initiative is designed to support an open, interoperable ecosystem where compute, memory and other resources can be combined more efficiently. This could allow data-center operators and AI developers to tailor systems to specific workloads rather than relying on fixed architectures. Credo's OmniConnect technology uses an AXI-over-VSR (Very Short Reach) SerDes bus, supporting both die-to-die connectivity and scale-up networking. The approach can connect multiple compute engines through external chiplets, potentially enabling new modular and near-package architectures for AI inference.
Credo’s OCP initiative not only strengthens its position in chiplet-based AI infrastructure but also expands opportunities for OmniConnect. The move supports the industry shift toward open, modular and scalable AI architectures that address memory and interconnect bottlenecks.
Navigating CRDO’s Competitive BattlefieldAstera Labs (ALAB - Free Report) is benefiting from rising demand for high-speed connectivity as AI infrastructure shifts toward larger rack-scale systems. ALAB’s second-quarter revenues surged 104.4% to $392.4 million, led by broad-based demand across AI fabrics and signal-conditioning products, driving the upside, while PCIe 6 offerings generated more than half of quarterly revenues. Management cited expanding design activity across customers and product categories as AI infrastructure deployments require greater connectivity bandwidth and more complex switching architectures. In July, it expanded its Taurus portfolio with the industry’s first OCP-standard footprint-compatible 3.2T Smart Retimers and Smart Redrivers, designed for 200G-per-lane Ethernet, UALink and ESUN connectivity in AI infrastructure.
Marvell Technology (MRVL - Free Report) is benefiting from AI-led demand across the data center end market, with custom silicon, interconnect, switching and optics driving record revenues and a higher multi-year outlook. Marvell’s custom silicon strategy continues to benefit from hyperscaler demand for differentiated XPU and XPU-attach solutions. MRVL now expects custom revenues to grow more than 20% year over year in fiscal 2027 and to more than double in fiscal 2028, driven by multiple program ramp-ups. Recently, MRVL unveiled AI memory innovations spanning server storage, rack-scale CXL memory and pod-level optical shared memory, enabling hyperscalers to scale memory independently from compute and improve AI infrastructure efficiency.
CRDO’s Price Performance, Valuation and EstimatesShares of CRDO have gained 86.3% year to date compared with the Electronics-Semiconductors industry’s growth of 35%.
Image Source: Zacks Investment Research
In terms of the forward 12-month price/sales ratio, CRDO is trading at 18.75, higher than the Electronics-Semiconductors industry’s multiple of 5.41.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CRDO earnings for fiscal 2027 has been marginally revised upwards over the past 60 days.
Image Source: Zacks Investment Research
CRDO currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.
Chicago Atlantic BDC, Inc. (LIEN - Free Report) came out with quarterly earnings of $0.34 per share, missing the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -15.00%. A quarter ago, it was expected that this company would post earnings of $0.36 per share when it actually produced earnings of $0.44, delivering a surprise of +22.22%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
CHICAGO ATL BDC, which belongs to the Zacks Financial - SBIC & Commercial Industry industry, posted revenues of $13.97 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 10.62%. This compares to year-ago revenues of $13.08 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
CHICAGO ATL BDC shares have lost about 6.1% since the beginning of the year versus the S&P 500's gain of 13.2%.
What's Next for CHICAGO ATL BDC?While CHICAGO ATL BDC has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for CHICAGO ATL BDC was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.40 on $15.85 million in revenues for the coming quarter and $1.64 on $64.03 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - SBIC & Commercial Industry is currently in the top 43% 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 broader Zacks Finance sector, IREN Limited (IREN - Free Report) , is yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.80 per share in its upcoming report, which represents a year-over-year change of -1100%. The consensus EPS estimate for the quarter has been revised 65.1% lower over the last 30 days to the current level.
IREN Limited's revenues are expected to be $138.89 million, down 25.8% from the year-ago quarter.
Madison Square Garden (MSGS - Free Report) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to a loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +65.28%. A quarter ago, it was expected that this sports team and entertainment company would post earnings of $0.66 per share when it actually produced a loss of $0.78, delivering a surprise of -218.18%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Madison Square Garden, which belongs to the Zacks Leisure and Recreation Services industry, posted revenues of $278.75 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 14.59%. This compares to year-ago revenues of $203.96 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Madison Square Garden shares have added about 60.1% since the beginning of the year versus the S&P 500's gain of 13.2%.
What's Next for Madison Square Garden?While Madison Square Garden 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 Madison Square Garden was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$1.22 on $40.4 million in revenues for the coming quarter and -$0.68 on $1.06 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, Leisure and Recreation Services is currently in the bottom 32% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Lucky Strike Entertainment (LUCK - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.05 per share in its upcoming report, which represents a year-over-year change of +89.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Lucky Strike Entertainment's revenues are expected to be $312.74 million, up 3.8% from the year-ago quarter.
Akcie Edwards Lifesciences za tři měsíce vzrostly o 14 %, tažené silným růstem TAVR a TMTT. Firma zároveň zvýšila výhled tržeb TMTT na rok 2026 na 760–780 milionů USD.
Key Takeaways Edwards gained 14% in three months as TAVR and TMTT growth strengthened its operating case. TMTT sales rose 44.8% at constant currency, prompting Edwards to raise its 2026 sales outlook. FX, litigation, reimbursement and competition remain risks as Edwards trades at 28.8X forward EPS. Edwards Lifesciences Corporation (EW - Free Report) shares have gained 14% in the past three months as growth across its structural-heart franchises has strengthened the operating case. Second-quarter results showed double-digit expansion in transcatheter aortic valve replacement and faster growth in transcatheter mitral and tricuspid therapies.
The rally leaves investors balancing broader growth and raised 2026 expectations against a valuation that already reflects meaningful execution.
EW’s 3-Month Gain Meets a Premium ValuationEW trades at 28.8X forward 12-month EPS, above 27.3X for the Zacks sub-industry and 20.7X for the S&P 500. The stock has also outpaced the S&P 500’s 4.5% gain over the past three months, although it trails the sub-industry’s 18.9% advance.
Image Source: Zacks Investment Research
The current multiple is close to Edwards’ five-year median of 30.0X. That positioning suggests the market is already assigning substantial value to continued growth, leaving less room for execution setbacks after the recent share-price increase.
Edwards’ Growth Engines Remain Broad-BasedSecond-quarter 2026 TAVR sales reached $1.26 billion, rising 10.5% at constant currency. TMTT sales increased 44.8% at constant currency to $195.9 million, while Surgical sales advanced 5% at constant currency to $284 million.
The mix matters because Edwards is not relying on a single franchise. TAVR remains the largest platform, Surgical continues to benefit from RESILIA-based technologies and TMTT is adding a faster-growth layer. Medtronic plc (MDT - Free Report) remains a relevant structural-heart competitor, with its Evolut TAVR platform supported by ongoing clinical evidence.
EW’s TMTT Momentum Adds a Faster-Growth LayerPASCAL, EVOQUE and SAPIEN M3 all contributed ahead of management’s expectations in the second quarter. PASCAL adoption increased, EVOQUE expanded through new and existing centers, and SAPIEN M3 broadened Edwards’ mitral replacement offering.
Management raised its 2026 TMTT sales outlook to $760-$780 million from $740-$780 million and continues to target $2 billion in TMTT revenues by 2030. That target highlights the franchise’s role in Edwards’ longer-term growth plan as access broadens and treatment centers gain experience.
Edwards Faces FX, Litigation and Coverage RisksForeign exchange reduced adjusted gross margin by about 70 basis points in the second quarter, even as it added roughly $15 million to reported sales. Management expects foreign exchange to reduce second-half sales by about $35 million if rates remain at current levels and sees 2026 gross margin near the lower end of its 78-79% range.
Per the Zacks Consensus Estimates, the company’s 2026 earnings and revenues are pegged at $3.00 and $6.76 billion, respectively.
Image Source: Zacks Investment Research
Litigation also remains unresolved, while reimbursement and trade policy could affect demand, access and costs. Management expects a final U.S. TAVR coverage decision in September 2026. Boston Scientific Corporation (BSX - Free Report) is also pursuing a potential entry into balloon-expandable TAVR through its 2026 investment in MiRus, underscoring the competitive intensity surrounding structural-heart therapies.
EW’s Mixed Signals Temper the Rally CaseEdwards’ growth profile remains favorable, but the recent advance and premium valuation make further gains more dependent on execution. Continued TAVR expansion, TMTT scaling and supportive coverage developments could help the operating case, while currency, legal and competitive risks may pressure returns.
EW currently carries a Zacks Rank #3 (Hold) and a VGM Score of C. Its Growth Score of A supports the company’s growth characteristics, while the Value Score of D and Momentum Score of F are less favorable. Together, those signals argue for selectivity after the three-month rally rather than an aggressive stance based on price performance alone.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
, /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.
Dillard's (DDS - Free Report) came out with quarterly earnings of $6.25 per share, beating the Zacks Consensus Estimate of $4.04 per share. This compares to earnings of $4.66 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +54.70%. A quarter ago, it was expected that this department store operator would post earnings of $10.13 per share when it actually produced earnings of $16.04, delivering a surprise of +58.34%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Dillard's, which belongs to the Zacks Retail - Regional Department Stores industry, posted revenues of $1.51 billion for the quarter ended July 2026, missing the Zacks Consensus Estimate by 0.77%. This compares to year-ago revenues of $1.51 billion. The company has topped consensus revenue estimates two 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.
Dillard's shares have added about 4.9% since the beginning of the year versus the S&P 500's gain of 13.2%.
What's Next for Dillard's?While Dillard's has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Dillard's was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $7.71 on $1.47 billion in revenues for the coming quarter and $35.26 on $6.61 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, Retail - Regional Department Stores is currently in the top 14% 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.
Kohl's (KSS - Free Report) , another stock in the same industry, has yet to report results for the quarter ended July 2026. The results are expected to be released on August 26.
This department store operator is expected to post quarterly earnings of $0.56 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Kohl's' revenues are expected to be $3.52 billion, down 0.9% from the year-ago quarter.
Pendle spustil na Morpho nový USDC vault, který už nasbíral zhruba 15,04 milionu USD a má podpořit likviditu na trzích s Principal Tokeny. Nabízí čistý roční výnos 14,08 %.
Pendle has rolled out a new USDC vault on the Morpho lending protocol, designed to funnel stablecoin liquidity directly into its Principal Token markets. The vault, which went live on August 4 and has already accumulated roughly $15.04 million in deposits, represents a deliberate effort to solve one of DeFi’s more persistent headaches: making sure borrowers can actually find the liquidity they need when using exotic collateral types.
For depositors, the pitch is straightforward. Park your USDC, earn a net APY of 14.08%, and collect weekly PENDLE token distributions on top of it. For the broader Pendle ecosystem, the vault acts as a liquidity engine for PT-backed borrowing, a market segment that has historically been constrained by shallow lending pools.
How the vault works The Ecosystem USDC vault was built in collaboration with Armitage, the curation arm of market maker Wintermute. Think of Armitage as the portfolio manager here: it decides where deposited USDC gets routed across Pendle’s various PT collateral markets on Morpho.
Right now, the allocation is almost entirely concentrated. Approximately 99.7% of funds flow into the PT-reUSD/USDC market, with smaller allocations directed toward PT-sUSDS and PT-USDG markets. That concentration isn’t random. It reflects where the borrowing demand actually lives.
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The utilization rate on the PT-reUSD market sits around 72%, which is a healthy number in DeFi lending. For context, utilization rates above 80% typically trigger rate increases to attract more lenders, while rates below 50% suggest tepid demand. At 72%, the market is busy enough to generate meaningful yield without creating the kind of liquidity crunch that makes depositors nervous about withdrawals.
The 14.08% net APY breaks down into two components. There’s a 4.75% base rate generated organically from borrow demand, plus an additional 9.32% sourced from PENDLE token rewards. That second figure is calculated after Morpho’s 5% performance fee, so the gross reward rate is slightly higher. Depositors also receive a weekly distribution of 7,500 PENDLE tokens, spread proportionally across all vault participants.
Why PT liquidity matters To understand why Pendle built this vault, you need to understand what Principal Tokens actually are. Pendle’s protocol separates yield-bearing assets into two pieces: the principal (PT) and the yield (YT). If you hold a stablecoin that earns 5% annually, Pendle lets you sell the future yield to someone else and keep just the discounted principal, or vice versa.
PTs trade at a discount to their underlying asset and converge to full value at maturity, functioning a bit like zero-coupon bonds in traditional finance. Traders use them in what’s called “PT-looping” strategies, where they borrow against PT collateral, buy more PTs at a discount, and repeat. The spread between the borrowing cost and the PT discount is the profit.
With up to $11.8 million in available borrowing capacity, the vault meaningfully expands the runway for these strategies.
The competitive landscape The vault sits at the intersection of two major DeFi trends: the modular lending stack and the tokenized yield market. Morpho, the protocol hosting the vault, has positioned itself as a permissionless lending layer where curators like Armitage can spin up bespoke lending markets without needing governance approval.
The 14.08% APY is competitive for a stablecoin-denominated product, particularly one that doesn’t require depositors to take on directional price risk. Most vanilla USDC lending rates on major platforms hover in the low-to-mid single digits, so the premium here comes almost entirely from the PENDLE token incentives.
That dynamic creates an important distinction for potential depositors. The base yield of 4.75% is sustainable as long as borrowing demand persists. The remaining 9.32% depends on Pendle continuing to allocate PENDLE tokens to the vault.
The concentration of 99.7% of assets in a single market, PT-reUSD/USDC, is worth watching. While it reflects current demand patterns, it also means depositors are effectively exposed to the credit risk and liquidity dynamics of that one market. Armitage’s role as curator suggests the allocation could shift over time as other PT markets mature, but for now, diversification this is not.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Dun & Bradstreet a nCino uzavřely strategické partnerství, které propojí ověřenou obchodní identitu a rizikový kontext D&B s platformou nCino pro rychlejší onboarding bankovních klientů. Integrace má být obecně dostupná později letos, nejprve v regionu EMEA.
New integration brings the D&B Commercial Graph to the nCino Platform, giving institutions access to D&B verified business identity and risk context within the workflows they use every day
, /PRNewswire/ -- Dun & Bradstreet and nCino (NASDAQ: NCNO), the platform for agentic AI banking, today announced a strategic alliance to bring D&B's verified business identity and risk context to the nCino Client Lifecycle Management solution, addressing one of the most persistent cost centers in commercial banking.
A global survey of 409 bankers conducted by Celent and commissioned by nCino found that commercial onboarding remains burdened by manual processes and siloed data. Six of nine core KYC/KYB steps still involve significant manual work, and 66% of banks report asking customers to provide the same information more than once. These inefficiencies contribute to poor customer experience and an average of $14,700 spent onboarding each client. Much of that cost comes from banks re-verifying the same business data across disconnected systems at every stage of the relationship.
The D&B and nCino alliance solves for this redundancy by connecting the D&B Commercial Graph™, anchored in the D-U-N-S® Number and covering more than 650 million global entities, with the nCino Platform. Backed by more than 107 billion monthly data quality checks, the D&B Commercial Graph™ provides continuously refreshed business intelligence at global scale, helping banks identify changes in ownership, risk profile, and financial standing without relying on manual reviews or point-in-time data collection.
Inside the nCino Client Lifecycle Management Solution, that intelligence is put to work across the full commercial relationship. D&B data is captured once and resurfaced at every decision point, from onboarding through loan origination to ongoing monitoring, with every workflow action evidenced and audit-ready.
To help automate onboarding, enterprises can leverage D&B's patented global Beneficial Ownership services within the nCino Platform, extending that same intelligence into continuous client monitoring beyond onboarding.
Periodic KYC reviews can take weeks to complete, creating persistent backlogs across bank compliance teams. Static, calendar-based reviews that fail to catch material changes between scheduled checks not only create backlogs — it impacts bottom lines. For example, the UK's Financial Conduct Authority imposed more than £176 million in financial crime-related penalties on banks. As regulations evolve, the need for continuous, auditable reviews becomes even more critical — a shift already underway with the EU's application of the Anti-Money Laundering Regulation. The nCino and D&B alliance allows institutions to close the gap, shifting KYC processes from periodic calendar-based reviews to continuous monitoring of ownership, risk, and compliance signals.
"Businesses depend on Dun & Bradstreet for the context they need to see each other clearly and operate with confidence," said Alex Zuck, General Manager, Risk at Dun & Bradstreet. "The collaboration with nCino allows financial institutions to accelerate onboarding and make faster, more informed decisions across the entire commercial relationship."
"Everything we do at nCino is about giving financial institutions the tools to see risk earlier, decide faster, and act on data instead of chasing it," said Joaquin de Valenzuela, Managing Director of EMEA at nCino. "Pairing Dun & Bradstreet's verified business context with nCino's deep banking expertise and intelligent platform gives bankers a verified view of the client and the relationship in one place, from onboarding to monitoring to remediation."
The integration will be made generally available in the nCino Client Lifecycle Management product later this year, starting with institutions based in the EMEA region, expanding its impact beyond the United Kingdom. Find out more about the partnership and get started with D&B Commercial Graph and nCino here.
D&B will be discussing the partnership with nCino more on the main stage at the nCino EMEA Summit on 30 September in London.
About Dun & Bradstreet
Dun & Bradstreet provides the verified commercial identity foundation for enterprises to deploy AI at scale. The company originated the D-U-N-S® Number in 1963, now the global standard for identifying commercial entities. Anchored by this identifier, the D&B Commercial Graph™ structures and connects business identity consistently across systems, enabling AI to operate on accurate, validated data. Since 1841, businesses of every size have relied on Dun & Bradstreet to navigate change and accelerate growth. For more information, visit www.dnb.com.
About nCino
nCino (NASDAQ: NCNO) is the platform for agentic AI banking. With over 2,700 customers worldwide - including community banks, credit unions, independent mortgage banks, and the largest financial entities globally - nCino offers a trusted agentic platform purpose-built for financial services and regulated industries. By deploying AI agents alongside human teams, nCino's dual workforce enables institutions to eliminate inefficiencies, sharpen decision-making and deliver better outcomes for the customers they serve. For more information, visit www.ncino.com.
