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Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Affirm Holdings (AFRM - Free Report) Founded in 2012 and headquartered in San Francisco, CA, Affirm Holdings, Inc. is a financial technology company specializing in payment solutions that provide consumers with flexible, transparent installment loans — both interest-free and interest-bearing — at the point of sale. By partnering with a diverse range of merchants, Affirm enables customers to pay for purchases over time.
AFRM is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. AFRM has a Momentum Style Score of A, and shares are up 8.7% over the past four weeks.
10 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.15 to $1.25 per share. AFRM boasts an average earnings surprise of +74.9%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, AFRM should be on investors' short list.
Affirm Holdings (AFRM - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this operator of digital commerce platform have returned +6.3% over the past month versus the Zacks S&P 500 composite's +5.4% change. The Zacks Internet - Software industry, to which Affirm Holdings belongs, has gained 7.3% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Affirm Holdings is expected to post earnings of $0.36 per share for the current quarter, representing a year-over-year change of +80%. Over the last 30 days, the Zacks Consensus Estimate has changed +18.4%.
For the current fiscal year, the consensus earnings estimate of $1.25 points to a change of +733.3% from the prior year. Over the last 30 days, this estimate has changed +15%.
For the next fiscal year, the consensus earnings estimate of $1.69 indicates a change of +35.6% from what Affirm Holdings is expected to report a year ago. Over the past month, the estimate has changed -0.6%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Affirm Holdings.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Affirm Holdings, the consensus sales estimate of $1.1 billion for the current quarter points to a year-over-year change of +26%. The $4.2 billion and $5.31 billion estimates for the current and next fiscal years indicate changes of +30.4% and +26.4%, respectively.
Last Reported Results and Surprise HistoryAffirm Holdings reported revenues of $1.04 billion in the last reported quarter, representing a year-over-year change of +32.6%. EPS of $0.3 for the same period compares with $0.01 a year ago.
Compared to the Zacks Consensus Estimate of $997.92 million, the reported revenues represent a surprise of +4.09%. The EPS surprise was +76.47%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Affirm Holdings is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Affirm Holdings. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
SAN FRANCISCO & TORONTO--(BUSINESS WIRE)--Affirm (NASDAQ: AFRM) and Canada Pension Plan Investment Board (“CPP Investments”), through subsidiaries of CPPIB Credit Investments Inc., today announced a renewed and expanded forward-flow agreement. Under the 24-month agreement, CPP Investments will commit US$1.7 billion to purchasing Affirm installment loans, with the ability to increase the commitment to US$2.2 billion.
The agreement is expected to support up to approximately US$8 billion in consumer loan volume over its two-year term and builds on a longstanding relationship. Since 2019, CPP Investments has purchased nearly US$14 billion in Affirm assets through forward-flow agreements and asset-backed securitizations.
This investment will help power Affirm’s growing network of consumers and merchants. Affirm offers consumers honest, transparent payment options at checkout and funds its loans through a diverse network of capital partners. Nearly 27 million active consumers use Affirm to pay over time on terms they can see and understand, with no late or hidden fees. Over the last 12 months ending March 31, 2026, Affirm delivered US$46 billion in gross merchandise volume (GMV).
“CPP Investments has been one of our most valued capital partners since the earliest days of our program, and this renewal reflects the trust and track record we've built together,” said Michael Linford, Chief Operating Officer of Affirm. “We are grateful to have deep partnerships with some of the world’s most sophisticated, stable investors, including CPP Investments, and this expanded relationship will continue to fuel our growth as we generate quality assets at scale.”
“Affirm has established a leading position in a large and growing segment of consumer finance by offering transparent payment solutions that resonate with both consumers and merchants,” said Paras Vira, Managing Director, Head of Americas Structured Credit at CPP Investments. “The company has consistently produced the kind of credit performance we look for in a long-term partner and we are pleased to renew and expand our commitment as we aim to generate attractive returns for the CPP Fund in the interests of CPP contributors and beneficiaries.”
Affirm maintains a durable and resilient funding model across multiple channels, including warehouse facilities, forward-flow agreements, and asset-backed securitizations. As of March 31, 2026, Affirm’s total funding capacity had grown to US$28.2 billion, supported by a diverse group of long-term capital partners across institution types.
About Affirm
Affirm’s mission is to deliver honest financial products that improve lives. By building a new kind of payment network—one based on trust, transparency, and putting people first—we empower millions of consumers to spend and save responsibly, and give thousands of businesses the tools to fuel growth. Unlike most credit cards and other pay-over-time options, we never charge any late or hidden fees. Follow Affirm on social media: LinkedIn | Instagram | Facebook | X.
About CPP Investments
Canada Pension Plan Investment Board (CPP Investments™) is a professional investment management organization that manages the Canada Pension Plan Fund in the best interests of the more than 22 million contributors and beneficiaries. In order to build diversified portfolios of assets, we make investments around the world in public equities, private equities, real estate, infrastructure and fixed income. Headquartered in Toronto, with offices in Hong Kong, London, Mumbai, New York City, São Paulo and Sydney, CPP Investments is governed and managed independently of the Canada Pension Plan and at arm’s length from governments. At March 31, 2026, the Fund totalled C$793.3 billion. For more information, please visit www.cppinvestments.com or follow us on LinkedIn, Instagram or on X @CPPInvestments.
Forward Looking Statement from Affirm
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended, that involve risks and uncertainties. All statements other than statements of historical fact contained in this press release, including statements regarding Affirm’s future results of operations and financial condition, business strategy, plans and objectives of management for future operations, and expectations of the renewed and expanded partnership with CPP Investments, are forward-looking statements. In some cases, forward-looking statements may be identified by words such as “anticipate,” “believe,” “continue,” “could,” “design,” “estimate,” “expect,” “intend,” “may,” “plan,” “potentially,” “predict,” “project,” “should,” “will,” “would,” or the negative of these terms or other similar expressions. Forward-looking statements are based on management’s beliefs and assumptions and on information currently available. These forward-looking statements are subject to a number of known and unknown risks, uncertainties and assumptions, including risks described under “Risk Factors” in Affirm’s Annual Report on Form 10-K for the fiscal year ended June 30, 2025 and in its other filings with the U.S. Securities and Exchange Commission. Except as required by law, Affirm undertakes no obligation to update publicly any forward-looking statements for any reason after the date of this press release or to conform these statements to actual results or to changes in our expectations.
Affirm (NASDAQ: AFRM) and Canada Pension Plan Investment Board (“CPP Investments”), through subsidiaries of CPPIB Credit Investments Inc., today announced a renewed and expanded forward-flow agreement. Under the 24-month agreement, CPP Investments will commit US$1.7 billion to purchasing Affirm installment loans, with the ability to increase the commitment to US$2.2 billion.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260604725818/en/
The agreement is expected to support up to approximately US$8 billion in consumer loan volume over its two-year term and builds on a longstanding relationship. Since 2019, CPP Investments has purchased nearly US$14 billion in Affirm assets through forward-flow agreements and asset-backed securitizations.
This investment will help power Affirm’s growing network of consumers and merchants. Affirm offers consumers honest, transparent payment options at checkout and funds its loans through a diverse network of capital partners. Nearly 27 million active consumers use Affirm to pay over time on terms they can see and understand, with no late or hidden fees. Over the last 12 months ending March 31, 2026, Affirm delivered US$46 billion in gross merchandise volume (GMV).
“CPP Investments has been one of our most valued capital partners since the earliest days of our program, and this renewal reflects the trust and track record we've built together,” said Michael Linford, Chief Operating Officer of Affirm. “We are grateful to have deep partnerships with some of the world’s most sophisticated, stable investors, including CPP Investments, and this expanded relationship will continue to fuel our growth as we generate quality assets at scale.”
“Affirm has established a leading position in a large and growing segment of consumer finance by offering transparent payment solutions that resonate with both consumers and merchants,” said Paras Vira, Managing Director, Head of Americas Structured Credit at CPP Investments. “The company has consistently produced the kind of credit performance we look for in a long-term partner and we are pleased to renew and expand our commitment as we aim to generate attractive returns for the CPP Fund in the interests of CPP contributors and beneficiaries.”
Affirm maintains a durable and resilient funding model across multiple channels, including warehouse facilities, forward-flow agreements, and asset-backed securitizations. As of March 31, 2026, Affirm’s total funding capacity had grown to US$28.2 billion, supported by a diverse group of long-term capital partners across institution types.
About Affirm
Affirm’s mission is to deliver honest financial products that improve lives. By building a new kind of payment network—one based on trust, transparency, and putting people first—we empower millions of consumers to spend and save responsibly, and give thousands of businesses the tools to fuel growth. Unlike most credit cards and other pay-over-time options, we never charge any late or hidden fees. Follow Affirm on social media: LinkedIn | Instagram | Facebook | X.
About CPP Investments
Canada Pension Plan Investment Board (CPP Investments™) is a professional investment management organization that manages the Canada Pension Plan Fund in the best interests of the more than 22 million contributors and beneficiaries. In order to build diversified portfolios of assets, we make investments around the world in public equities, private equities, real estate, infrastructure and fixed income. Headquartered in Toronto, with offices in Hong Kong, London, Mumbai, New York City, São Paulo and Sydney, CPP Investments is governed and managed independently of the Canada Pension Plan and at arm’s length from governments. At March 31, 2026, the Fund totalled C$793.3 billion. For more information, please visit www.cppinvestments.com or follow us on LinkedIn, Instagram or on X @CPPInvestments.
Forward Looking Statement from Affirm
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended, that involve risks and uncertainties. All statements other than statements of historical fact contained in this press release, including statements regarding Affirm’s future results of operations and financial condition, business strategy, plans and objectives of management for future operations, and expectations of the renewed and expanded partnership with CPP Investments, are forward-looking statements. In some cases, forward-looking statements may be identified by words such as “anticipate,” “believe,” “continue,” “could,” “design,” “estimate,” “expect,” “intend,” “may,” “plan,” “potentially,” “predict,” “project,” “should,” “will,” “would,” or the negative of these terms or other similar expressions. Forward-looking statements are based on management’s beliefs and assumptions and on information currently available. These forward-looking statements are subject to a number of known and unknown risks, uncertainties and assumptions, including risks described under “Risk Factors” in Affirm’s Annual Report on Form 10-K for the fiscal year ended June 30, 2025 and in its other filings with the U.S. Securities and Exchange Commission. Except as required by law, Affirm undertakes no obligation to update publicly any forward-looking statements for any reason after the date of this press release or to conform these statements to actual results or to changes in our expectations.
AFRM-PA
View source version on businesswire.com: https://www.businesswire.com/news/home/20260604725818/en/
Key Takeaways Affirm renewed and expanded its CPP Investments funding deal with a 24-month forward-flow agreement.Affirm expects the commitment to support about $8B in consumer loan volume over two years.Affirm had $28.2B in funding capacity as of March 31, 2026, backed by capital partners. Affirm Holdings, Inc. (AFRM - Free Report) has renewed and expanded its funding partnership with Canada Pension Plan Investment Board (CPP Investments). Under the new 24-month forward-flow agreement, CPP Investments will commit $1.7 billion to purchase Affirm installment loans, with the option to increase that amount to $2.2 billion. The agreement is expected to support approximately $8 billion in consumer loan volume over the next two years.
The relationship between the two companies dates back to 2019, during which CPP Investments purchased nearly $14 billion of Affirm assets via forward-flow agreements and asset-backed securitizations. The expanded commitment supports Affirm’s continued expansion in the buy now, pay later market.
Over the trailing 12 months ended March 31, 2026, the company generated $46 billion in GMV and served almost 27 million active consumers. GMV increased 35% year over year to $11.6 billion in the third quarter of fiscal 2026, highlighting continued strength in platform activity.
The partnership provides additional funding capacity to support future loan originations while preserving balance-sheet flexibility. It also signals continued confidence from a major institutional investor in Affirm’s underwriting discipline and loan performance.
The agreement highlights the strength of Affirm’s funding model, which employs a capital-light structure that supports loan growth without requiring the company to retain all originated assets on its balance sheet. As of March 31, 2026, Affirm had total funding capacity of $28.2 billion, supported by a diversified network of long-term capital partners. Overall, the transaction enhances the company’s ability to meet growing consumer demand while mitigating funding-related risks as the business scales.
How Are Competitors Faring?Some of AFRM’s competitors in the payments space are Klarna Group plc (KLAR - Free Report) and Sezzle Inc. (SEZL - Free Report) .
In March 2026, Klarna expanded its forward-flow and whole-loan sale program with funds managed by Elliott Investment Management, doubling the facility size to $2 billion and extending its term to three years. The arrangement allows Klarna to sell newly originated U.S. receivables while retaining underwriting and loan-servicing responsibilities.
In May 2026, Sezzle expanded its funding capacity by securing a new $300 million receivables warehouse facility from Mesirow Alternative Credit, with an additional $75 million accordion feature. The deal increased Sezzle's advance rate and enhanced funding flexibility to support future loan growth.
AFRM’s Price Performance, Valuation & EstimatesShares of AFRM have risen 16.6% over the past year against the industry’s decline of 12.6%.
Image Source: Zacks Investment Research
From a valuation standpoint, AFRM trades at a forward price-to-sales ratio of 4.41X, up from the industry average of 3.96X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for AFRM’s 2026 earnings is pegged at $1.25 per share, implying a 733.3% jump from the year-ago period’s level.
Image Source: Zacks Investment Research
AFRM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A bounce in oil makes sense on Friday, as we are heading into a weekend that could have headlines moving things. Short covering could be an issue as well.
The light sweet crude oil market has dipped early during the trading session here on Friday, but it does seem like there is quite a bit of support underneath the $85 level, so I think we have a situation where traders are going to continue to see the overall range play out that has been pretty much intact since March.
A little bit of a bounce here probably makes some sense heading into the weekend, as we don’t know what headlines will come out of the Middle East, but that will probably be influencing this market. A bounce to the 50-day EMA makes a certain amount of sense. That being said, if we get a quiet weekend, probably be a quiet opening on Monday.
Brent Crude Oil Technical Analysis The Brent market is a little bit the same; it’s also showing the same type of candlestick as the $85 level is offering support, with the 200-day EMA backing it up. We could get a bounce towards the $95 level, but if we break down below the 200-day EMA, that could unwind this market pretty drastically.
We’ll just have to wait and see how this plays out, but it is worth noting that anything can happen over the weekend, so I think what you have more likely than not, at least on Friday, is maybe some short covering.
I don’t know that it’s bullish, but with the right headline over the weekend, we could see this thing open up $4 or $5 a barrel higher, and if you are short of this market, that’s something you have to be aware of.
VENLO, Netherlands & REDWOOD CITY, Calif.--(BUSINESS WIRE)--QIAGEN (NYSE: QGEN; Frankfurt Prime Standard: QIA) announced at the 2026 BIO-IT World Conference & Expo in Boston that the QIAGEN Digital Insights bioinformatics business and its curated knowledge bases and bioinformatics expertise will be integrating NVIDIA accelerated computing and the NVIDIA BioNeMo platform to help researchers use AI more effectively in drug discovery.
The integration is designed to help pharmaceutical and biotechnology researchers better understand disease biology, identify promising therapeutic targets and uncover biomarkers that can support faster and more effective development of new medicines.
Drug discovery depends on connecting large amounts of complex biological information, including genes, diseases, pathways, compounds and clinical evidence. For many research teams, the challenge is finding the most relevant connections amid increasing amounts of data to understand why they matter and assess whether an AI-generated insight is supported by credible biology.
QIAGEN and NVIDIA are working to address this challenge through graph-based AI. This approach applies retrieval and reasoning techniques over biomedical knowledge graphs, allowing researchers to explore evidence across biological systems and supporting a path toward agentic, multi-step workflows for drug discovery.
“QIAGEN Digital Insights has spent more than 25 years building the biomedical knowledge foundation that researchers rely on to interpret complex biology,” said Nitin Sood, Senior Vice President and Head of Product Portfolio & Innovation at QIAGEN. “Through this collaboration with NVIDIA, we can accelerate the impact of that knowledge by combining it with advanced AI to help customers improve critical steps in drug discovery, from target identification to biomarker research and hypothesis generation.”
The collaboration is designed to support practical applications across the drug discovery lifecycle, including target identification and validation, drug repurposing, biomarker discovery, pathway analysis and hypothesis generation from multi-omics data. By combining curated biomedical knowledge, graph-based AI and accelerated computing, QIAGEN aims to help research teams move from complex data to better-informed discovery decisions.
Initial pilot programs will be made available to select pharmaceutical and biotechnology partners, with broader availability of these new solutions expected following validation.
QIAGEN Digital Insights is developing a range of new AI-enhanced solutions designed to help life sciences organizations extract more value from complex biological, clinical and molecular data.
These solutions build on more than 25 years of curated biomedical knowledge, including knowledge bases used by more than 150,000 scientists worldwide and supported by more than 70,000 scientific publications. By organizing evidence across genes, diseases, pathways, compounds, clinical insights and more than 30,000 diseases, QIAGEN Digital Insights provides the scientific context needed to help researchers assess whether AI-generated insights are biologically credible, novel and relevant to drug discovery.
QIAGEN's Discovery Platform integrates curated information across genes, diseases, pathways, compounds and clinical insights. To support AI-driven querying across this knowledge graph, the platform is designed to incorporate graph-based retrieval AI drawing on frameworks such as PyTorch Geometric and GPU accelerated GraphRAG systems, with delivery through the NVIDIA BioNeMo platform. This will enable researchers to ask natural language questions across biomedical knowledge graphs while retaining a clear link to structured scientific evidence.
To learn more about the pilot program or explore how the QIAGEN Discovery Platform can support your drug discovery workflows, visit https://digitalinsights.qiagen.com/qiagen-discovery-platform or contact [email protected].
About QIAGEN
QIAGEN N.V., a Netherlands-based holding company, is a global leader in Sample to Insight solutions that enable customers to extract and analyze molecular information from biological samples containing the building blocks of life. Our Sample technologies isolate and process DNA, RNA and proteins from blood, tissue and other materials. Assay technologies prepare these biomolecules for analysis, while bioinformatics support the interpretation of complex data to deliver actionable insights. Automation solutions integrate these steps into streamlined, cost-effective workflows. QIAGEN serves more than 500,000 customers worldwide in the Life Sciences (academia, pharmaceutical R&D and industrial applications such as forensics) and molecular diagnostics (clinical healthcare). As of March 31, 2026, QIAGEN employed approximately 5,500 people across more than 35 locations. For more information, visit www.qiagen.com.
Forward-Looking Statement
Certain statements contained in this press release may be considered forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. These statements can be identified by the use of forward-looking terminology such as “believe”, “hope”, “plan”, “intend”, “seek”, “may”, “will”, “could”, “should”, “would”, “expect”, “anticipate”, “estimate”, “continue”, “target” or other similar words. To the extent that any of the statements contained herein relating to QIAGEN’s products, timing for launch and development, marketing and/or regulatory approvals, financial and operational outlook, growth and expansion, acquisitions, collaborations, markets, strategy or operating results, including without limitation its expected net sales, net sales of particular products, net sales in particular geographies, adjusted net sales, expansion of adjusted operating income margin, returns to shareholders, progressive dividend payments, product portfolio management, product launches (including anticipated launches of our sequencing solutions, testing platforms, panels and systems), leveraging AI technology, improvements in operating and financial leverage, currency movements against the U.S. dollar, plans for investment in our portfolio and share repurchase commitments, our expectations relating to our adjusted tax rate, debt maturity and repayment, our ability to grow adjusted earnings per share at a greater rate than sales, our ability to improve operating efficiencies and maintain disciplined capital allocation, are forward-looking, such statements are based on current expectations and assumptions that involve a number of uncertainties and risks. Such uncertainties and risks include, but are not limited to, risks associated with our dependence on the development and success of new products; management of growth and expansion of operations (including the effects of currency fluctuations, tariffs, tax laws, regulatory processes and logistics and supply chain dependencies); variability of operating results; integration of acquired businesses; changes in relationships with customers, suppliers and strategic partners; competition; rapid or unexpected changes in technologies; fluctuations in demand for QIAGEN’s products (including fluctuations due to general economic conditions, the level and timing of customers’ funding, budgets and other factors, including delays or limits in the amount of reimbursement approvals or public health funding); our ability to obtain and maintain product regulatory approvals; difficulties in successfully adapting QIAGEN’s products to integrated solutions and producing such products; the ability of QIAGEN to identify and develop new products and to differentiate and protect our products from competitors’ products; market acceptance of new products and the integration of acquired technologies and businesses; actions of governments, global or regional economic developments, including inflation and changing interest rates, weather or transportation delays, natural disasters, cyber security breaches, political or public health crises and the resulting impact on the demand for our products and other aspects of our business, or other force majeure events; litigation risk, including patent litigation and product liability; debt service obligations; volatility in the public trading price of our common shares; as well as the possibility that expected benefits related to recent or pending acquisitions may not materialize as expected; and the other factors discussed under the heading “Risk Factors” in our most recent Annual Report on Form 20-F. For further information, please refer to the discussions in reports that QIAGEN has filed with, or furnished to, the U.S. Securities and Exchange Commission.
NEW YORK, May 19, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Qiagen N.V. (“Qiagen” or the “Company”) (NYSE: QGEN). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Qiagen and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On April 27, 2026, Qiagen announced preliminary results for the first quarter of 2026. Among other items, the Company disclosed that net sales declined approximately 1% on a constant exchange rate (“CER”) basis, and that sales of its QuantiFERON product declined approximately 5% CER.
On this news, Qiagen’s stock price fell $4.07 per share, or 10.69%, to close at $34.02 per share on April 28, 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.
NEW YORK--(BUSINESS WIRE)--The law firm of Kirby McInerney LLP continues its investigation on behalf of Qiagen N.V. (“Qiagen” or the “Company”) (NYSE:QGEN) investors concerning the Company’s and/or members of its senior management’s possible violation of the federal securities laws and other unlawful business practices.
[LEARN MORE ABOUT THE INVESTIGATION]
What Happened?
On February 5, 2026, Qiagen released fourth quarter 2025 earnings and stated that QuantiFERON would accelerate to achieve “between 6% and 7% growth” in 2026.
On April 27, 2026, Qiagen announced preliminary results for the first quarter of 2026. Among other things, the Company disclosed that net sales declined approximately 1% on a constant exchange rate (“CER”) basis, and that sales of its QuantiFERON product declined approximately 5% CER. On this news, the price of Qiagen shares declined by $4.07 per share, or approximately 11%, from $38.09 per share on April 27, 2026 to close at $34.02 on April 28, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired Qiagen securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Qiagen shares dropped more than 10% after the company slashed FY 2026 sales-growth guidance from "at least 5% CER" to just 1-2% CER -- erasing hundreds of millions in market capitalization in a single session.
, /PRNewswire/ -- Shareholders of Qiagen N.V. (NASDAQ: QGEN) saw over 10% wiped from the stock's value after the company cut its full-year 2026 outlook, driven by a 5% CER decline in QuantiFERON TB test volumes during Q1 2026. Investors who lost money on QGEN are encouraged to submit their information to discuss their legal rights. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.
The market reaction was swift and severe. Qiagen's revised outlook -- sales growth of approximately 1-2% CER and adjusted diluted EPS of at least $2.43 -- represented a sharp reduction from the February 5, 2026 guidance of "at least 5% CER" sales growth and adjusted diluted EPS of "at least $2.50 at CER." CFO Roland Sackers had projected on that same February call that QuantiFERON would deliver "about 6% CER growth" for the full year. Weeks later, Q1 2026 volumes showed a 5% CER decline year-over-year.
The speed and scale of the reversal caught the market off guard. Between the February 5 guidance and the subsequent cut, no public disclosure from Qiagen signaled that QuantiFERON demand was deteriorating at this pace. The approximately 10% single-session decline reflected the market repricing the company's growth trajectory in real time.
Shareholders who purchased QGEN and suffered losses may click here to get more information about this investigation. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.
ABOUT THE FIRM -- For over two decades, Levi & Korsinsky has represented shareholders in securities class actions. Ranked in ISS Top 50 for seven consecutive years.
Frequently Asked Questions About the QGEN Investigation
Q: Who is eligible to participate in the QGEN investigation? A: Investors who recently acquired QGEN stock or securities and were impacted by the sharp decline in stock price on April 28, 2026.
Q: How much did QGEN stock drop? A: Shares fell more than 10% after Qiagen disclosed a material reduction in its FY 2026 sales-growth and EPS guidance, driven by weaker demand for its QuantiFERON TB test and immigration-related testing. Investors who purchased shares at artificially inflated prices may be entitled to compensation.
Q: What do QGEN investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as a class member.
Q: What if I already sold my QGEN shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: Do I need to go to court or give testimony? A: No. This is currently just an investigation. Even if a suit is filed, however, the overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.
Q: What does it cost me to participate? A: Nothing. Securities investigations and the potential resultant class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: Has Levi & Korsinsky handled similar cases before? A: Yes, including securities class actions involving revenue inflation, earnings guidance fraud, dividend misrepresentation, and executive misconduct across numerous industries.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Key Takeaways TSM will pay a $1.10 dividend on Oct. 8 and has raised payouts 15 times in five years.QGEN declared a $0.35 dividend for July 14, with a current dividend yield of 0.78%.AG announced a $0.02 dividend for May 29 and has increased payouts 12 times in five years. Volatility has returned to Wall Street, with the S&P 500 declining for the third straight session on Tuesday after hitting an all-time closing high last week. High inflation and surging oil prices owing to the ongoing Iran war have been weighing on the economy, with consumer confidence hitting rock bottom.
Also, concerns have been growing that the Federal Reserve could go for a rate hike as it struggles to control sky-high inflation.
Given the uncertainty, cautious investors looking for steady income and ways to protect their capital may consider holding or investing in dividend-paying stocks.
Such stocks provide steady earnings through regular dividend payouts and can help mitigate the effects of market volatility. Three such stocks are: Taiwan Semiconductor Manufacturing Company Limited (TSM - Free Report) , Qiagen N.V. (QGEN - Free Report) and First Majestic Silver Corp. (AG - Free Report) . Each of these stocks currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Concerns Grow Over EconomyTreasury yields have surged lately on reports that inflation has been on the rise as the Iran war has led to a surge in oil prices. On Tuesday, the yield on the 30-year Treasury briefly climbed above 5.19%, reaching its highest level in nearly 19 years.
Also, the 10-year Treasury note yield — a key benchmark for mortgage rates, auto loans, and credit card borrowing costs — jumped to 4.687%, its highest point since January 2025. The ongoing war with Iran has triggered a nearly 40% jump in oil prices, which has been weighing on the economy.
Inflation, which was steadily heading toward the Federal Reserve’s 2% target, has been on the rise over the past couple of months.
The latest inflation data showed that consumer prices continued to rise at a faster pace in April. According to the Bureau of Labor Statistics, the consumer price index (CPI) increased 0.6% from the previous month after climbing 0.9% in March. Compared with a year earlier, CPI was up 3.8% in April, marking its highest annual increase since May 2023.
Core CPI, which excludes the more volatile food and energy categories, also moved higher. It rose 0.4% month over month in April and was up 2.8% from the same period last year.
The recent surge in inflation has complicated the Federal Reserve’s plans for interest rate cuts. While the central bank had paused rate cuts this year and previously signaled the possibility of cuts later in 2026, the stronger-than-expected inflation readings over the past two months have made that outlook far more uncertain. As inflation pressures persist, expectations for near-term rate cuts have weakened significantly.
3 Stocks That Recently Announced Dividend HikesTaiwan Semiconductor Manufacturing Company LimitedTaiwan Semiconductor Manufacturing Company Limited is the world's largest dedicated integrated circuit foundry. TSM manufactures ICs for its customers based on their proprietary IC designs using its advanced production processes.
On May 12, Taiwan Semiconductor Manufacturing Company Limited announced that its shareholders would receive a dividend of $1.10 a share on Oct. 8. TSM has a dividend yield of 0.75%. Over the past five years, Taiwan Semiconductor Manufacturing Company Limited has increased its dividend 15 times, and its payout ratio presently sits at 25% of earnings. Check Taiwan Semiconductor Manufacturing Company Limited’s dividend history here.
Qiagen N.V.
Qiagen N.V. is one of the world’s leading providers of technologies and products for the separation, purification and handling of nucleic acids, DNA/RNA. QGEN provides innovative technologies and products for pre-analytical sample preparation and molecular diagnostics solutions.
On May 11, Qiagen declared that its shareholders would receive a dividend of $0.35 a share on July 14. QGEN has a dividend yield of 0.78%. Over the past five years, Qiagen has increased its dividend once, and its payout ratio presently sits at 11% of earnings. Check Qiagen’s dividend history here.
First Majestic Silver Corp.First Majestic Silver Corp. is engaged in the production, development, exploration and acquisition of silver mines in Mexico.
On May 11, First Majestic Silver announced that its shareholders would receive a dividend of $0.02 a share on May 29. AG has a dividend yield of 0.17%. Over the past five years, First Majestic Silver has increased its dividend 12 times, and its payout ratio presently sits at 5% of earnings. Check First Majestic Silver Corp’s dividend history here.
VENLO, Netherlands & GERMANTOWN, Md.--(BUSINESS WIRE)--QIAGEN N.V. (NYSE: QGEN; Frankfurt Prime Standard: QIA) today announced the global launch of QIA Agent, an AI-powered digital assistant designed to simplify how researchers plan experiments, identify suitable products, access technical information and manage ordering support through a single conversational interface.
“Researchers today are navigating growing scientific complexity, increasing volumes of data and expanding workflow choices,” said Nitin Sood, Senior Vice President and Head of Product Portfolio & Innovation at QIAGEN. “QIA Agent is designed to simplify how researchers interact with scientific information, workflow guidance and operational support through a single AI-powered experience. By embedding conversational AI into our digital ecosystem, we aim to help customers move faster from questions to decisions across Sample to Insight workflows.”
As laboratories generate increasing amounts of data and workflows become more complex, researchers are seeking more intuitive ways to access scientific expertise, technical guidance and operational support. Conversational AI is emerging as a new interface layer for scientific workflows, helping reduce friction across research, purchasing and laboratory operations.
QIA Agent addresses these challenges by connecting QIAGEN’s product information, protocols, technical documentation, ordering tools and support resources through a natural-language interface.
It is accessible with or without login, allowing users to engage immediately while offering a more personalized experience when signed in. Logged-in users can access individual pricing, order history and account-specific information, making interactions more relevant and efficient. With more than 260,000 users already registered on “My QIAGEN” at www.qiagen.com, the platform builds on an established digital customer base.
Key features and benefits include:
Natural-language scientific guidance: Researchers can interact with QIA Agent through a conversational interface and receive guidance linked to relevant QIAGEN products, protocols, technical information and recommended next steps. Connected product and workflow intelligence: QIA Agent combines product information, protocols, technical documentation and support resources to support decision-making for experiment planning and product selection. Integration with QIAGEN digital services: The platform connects researchers with existing QIAGEN tools, including the Experiment Configurator, Order Status Checker, Product Availability Checker and Help Center to create a seamless interface from experiment planning through post-purchase support. Ordering and support access in one place: Researchers can check product availability, track orders and access relevant support information without moving across multiple systems. Improved laboratory efficiency: By simplifying access to scientific information, digital tools and operational support, QIA Agent is designed to help laboratories save time, improve productivity through faster and more informed decisions. QIA Agent is now publicly accessible via www.qiagen.com to all QIAGEN customers worldwide. It is currently intended for research use and is not designed for diagnostic applications.
The launch of QIA Agent forms part of QIAGEN’s broader efforts to apply AI and digital technologies across its customer-facing ecosystem. By embedding AI-enabled assistance into laboratory workflows, QIAGEN aims to make scientific information, product selection and operational support easier to access for researchers worldwide.
About QIAGEN
QIAGEN N.V., a Netherlands-based holding company, is a global leader in Sample to Insight solutions that enable customers to extract and analyze molecular information from biological samples containing the building blocks of life. Our Sample technologies isolate and process DNA, RNA and proteins from blood, tissue and other materials. Assay technologies prepare these biomolecules for analysis, while bioinformatics support the interpretation of complex data to deliver actionable insights. Automation solutions integrate these steps into streamlined, cost-effective workflows. QIAGEN serves more than 500,000 customers worldwide in the Life Sciences (academia, pharmaceutical R&D and industrial applications such as forensics) and molecular diagnostics (clinical healthcare). As of March 31, 2026, QIAGEN employed approximately 5,500 people across more than 35 locations. For more information, visit www.qiagen.com.
Forward-Looking Statement
Certain statements contained in this press release may be considered forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. These statements can be identified by the use of forward-looking terminology such as “believe”, “hope”, “plan”, “intend”, “seek”, “may”, “will”, “could”, “should”, “would”, “expect”, “anticipate”, “estimate”, “continue”, “target” or other similar words. To the extent that any of the statements contained herein relating to QIAGEN’s products, timing for launch and development, marketing and/or regulatory approvals, financial and operational outlook, growth and expansion, acquisitions, collaborations, markets, strategy or operating results, including without limitation its expected net sales, net sales of particular products, net sales in particular geographies, adjusted net sales, expansion of adjusted operating income margin, returns to shareholders, progressive dividend payments, product portfolio management, product launches (including anticipated launches of our sequencing solutions, testing platforms, panels and systems), leveraging AI technology, improvements in operating and financial leverage, currency movements against the U.S. dollar, plans for investment in our portfolio and share repurchase commitments, our expectations relating to our adjusted tax rate, debt maturity and repayment, our ability to grow adjusted earnings per share at a greater rate than sales, our ability to improve operating efficiencies and maintain disciplined capital allocation, are forward-looking, such statements are based on current expectations and assumptions that involve a number of uncertainties and risks. Such uncertainties and risks include, but are not limited to, risks associated with our dependence on the development and success of new products; management of growth and expansion of operations (including the effects of currency fluctuations, tariffs, tax laws, regulatory processes and logistics and supply chain dependencies); variability of operating results; integration of acquired businesses; changes in relationships with customers, suppliers and strategic partners; competition; rapid or unexpected changes in technologies; fluctuations in demand for QIAGEN’s products (including fluctuations due to general economic conditions, the level and timing of customers’ funding, budgets and other factors, including delays or limits in the amount of reimbursement approvals or public health funding); our ability to obtain and maintain product regulatory approvals; difficulties in successfully adapting QIAGEN’s products to integrated solutions and producing such products; the ability of QIAGEN to identify and develop new products and to differentiate and protect our products from competitors’ products; market acceptance of new products and the integration of acquired technologies and businesses; actions of governments, global or regional economic developments, including inflation and changing interest rates, weather or transportation delays, natural disasters, cyber security breaches, political or public health crises and the resulting impact on the demand for our products and other aspects of our business, or other force majeure events; litigation risk, including patent litigation and product liability; debt service obligations; volatility in the public trading price of our common shares; as well as the possibility that expected benefits related to recent or pending acquisitions may not materialize as expected; and the other factors discussed under the heading “Risk Factors” in our most recent Annual Report on Form 20-F. For further information, please refer to the discussions in reports that QIAGEN has filed with, or furnished to, the U.S. Securities and Exchange Commission.
Key Takeaways QIAGEN launched QIA Agent to simplify experiment planning and product support workflows.QGEN's AI platform connects research tools, protocols and ordering support in one interface.QIAGEN said QIA Agent can improve lab productivity and accelerate scientific decisions. QIAGEN (QGEN - Free Report) recently launched QIA Agent, an AI-powered digital assistant designed to simplify how researchers plan experiments, identify products, access technical information and manage ordering support through a single conversational interface.
Management noted that QIA Agent expands the company’s broader AI-enabled digital ecosystem strategy by embedding conversational AI directly into customer workflows. The launch is expected to strengthen customer engagement and improve workflow efficiency across laboratories worldwide.
Likely Trend of QGEN Stock Following the NewsShares of QGEN have gained 2.5% since the announcement on Wednesday. In the year-to-date period, shares of the company have lost 25.9% compared with the industry’s 2.8% decline. However, the S&P 500 has risen 8.1% during the same timeframe.
The launch of QIA Agent is likely to strengthen QIAGEN’s long-term growth prospects by deepening customer engagement across its Sample to Insight workflows and expanding its digital ecosystem capabilities. By integrating AI-driven scientific guidance, product discovery and operational support into a single conversational platform, QIAGEN can improve customer retention, increase cross-selling opportunities and drive higher utilization of its consumables and workflow solutions.
The platform also positions the company to capitalize on the growing adoption of AI-enabled laboratory workflows, while enhancing operational efficiency and differentiating QIAGEN’s offerings in the competitive life sciences tools market.
QGEN currently has a market capitalization of $7.06 billion.
Image Source: Zacks Investment Research
More on the QGEN’s QIA AgentQIA Agent platform connects multiple elements of QIAGEN’s Sample to Insight ecosystem through a single conversational interface, enabling researchers to plan experiments, identify suitable products, access technical documentation and manage ordering-related tasks more efficiently. The company noted that QIA Agent is accessible directly through its website and can be used both with and without login credentials, allowing broader access while offering more personalized experiences for registered users.
Management highlighted that the launch comes at a time when laboratories are dealing with increasing scientific complexity, expanding workflow choices and rapidly growing data volumes. QIA Agent leverages conversational AI to help reduce the time researchers spend searching across multiple systems and resources. The platform combines product information, protocols, technical documentation and support tools into one integrated interface, enabling quicker and more informed decision-making. Logged-in users can additionally access account-specific information, including pricing, order history and customized support, helping improve convenience and workflow continuity. The company currently has more than 260,000 registered users on its My QIAGEN platform, providing an established customer base for adoption of the new AI-driven tool.
The platform also integrates with several existing QIAGEN digital services, including the Experiment Configurator, Order Status Checker, Product Availability Checker and Help Center, creating a more seamless experience from experiment planning to post-purchase support. Researchers can use QIA Agent to check product availability, track orders and access workflow guidance without switching between multiple systems.
Per management, the launch forms part of QIAGEN’s broader strategy to embed AI and digital technologies across its customer-facing ecosystem. While currently intended for research use only and not diagnostic applications, the company believes the platform can help laboratories improve productivity, save time and accelerate scientific decision-making through easier access to relevant information and workflow support.
Industry Prospects Favoring the MarketPer a report by Grand View Research, the global artificial intelligence in healthcare market size was estimated at $36.67 billion in 2025 and is projected to reach $505.59 billion by 2033, expanding at a CAGR of 38.90%.
The key factor driving market growth is the increasing demand in the healthcare sector for enhanced efficiency, accuracy and better patient outcomes.
Other NewsQIAGEN recently announced a collaboration with NVIDIA to advance AI-driven drug discovery by integrating the latter’s accelerated computing and BioNeMo platform with QIAGEN Digital Insights’ curated biomedical knowledge bases. Management noted that the collaboration will initially support pilot programs with select pharmaceutical and biotechnology partners before broader commercial availability in future stages following validation.
Also, QGEN recently announced plans to launch a new fully automated Sample to Insight workflow and an AI-enabled risk stratification tool to advance QuantiFERON latent tuberculosis testing, with both targeted for launch in late 2027. The company also plans to introduce an AI-enabled risk stratification tool designed to support clinical decision-making by helping identify patients at higher risk of TB progression.
Some better-ranked stocks from the same medical industry are Pacific Biosciences of California (PACB - Free Report) , Globus Medical (GMED - Free Report) and Biodesix (BDSX - Free Report) .
Pacific Biosciences of California, currently carrying a Zacks Rank #2 (Buy), reported a first-quarter 2026 adjusted loss per share of 12 cents, which surpassed the Zacks Consensus Estimate by 29.4%. Revenues of $37 million missed the Zacks Consensus Estimate by 9.3%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
PACB’s earnings are estimated to decline at a rate of 12.2% against the industry’s 16.9% growth in 2027. The company beat earnings estimates in each of the trailing four quarters, with the average surprise being 29.76%.
Globus Medical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 adjusted earnings per share of $1.12, which outpaced the Zacks Consensus Estimate by 21.7%. Revenues of $760 million surpassed the Zacks Consensus Estimate by 4%.
GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry’s 12.6% rise. The company beat earnings estimates in each of the trailing four quarters, with the average surprise being 26.26%.
Biodesix, currently carrying a Zacks Rank of 2, reported a first-quarter 2026 adjusted loss per share of 81 cents, which beat the Zacks Consensus Estimate by 35.71%. Revenues of $26 million beat the Zacks Consensus Estimate by 12.3%.
BDSX has an estimated earnings growth rate of 36% for 2026 compared with the industry’s 13.4% rise. The company beat earnings estimates in three of the trailing four quarters and missed once, with the average surprise being 25.56%.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Qiagen N.V. ("Qiagen" or the "Company") (NYSE: QGEN). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Qiagen and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On April 27, 2026, Qiagen announced preliminary results for the first quarter of 2026. Among other items, the Company disclosed that net sales declined approximately 1% on a constant exchange rate ("CER") basis, and that sales of its QuantiFERON product declined approximately 5% CER.
On this news, Qiagen's stock price fell $4.07 per share, or 10.69%, to close at $34.02 per share on April 28, 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.
NEW YORK, May 21, 2026 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP continues its investigation on behalf of Qiagen N.V. (“Qiagen” or the “Company”) (NYSE:QGEN) investors concerning the Company’s and/or members of its senior management’s possible violation of the federal securities laws and other unlawful business practices.
[LEARN MORE ABOUT THE INVESTIGATION]
What Happened?
On February 5, 2026, Qiagen released fourth quarter 2025 earnings and stated that QuantiFERON would accelerate to achieve “between 6% and 7% growth” in 2026.
On April 27, 2026, Qiagen announced preliminary results for the first quarter of 2026. Among other things, the Company disclosed that net sales declined approximately 1% on a constant exchange rate (“CER”) basis, and that sales of its QuantiFERON product declined approximately 5% CER. On this news, the price of Qiagen shares declined by $4.07 per share, or approximately 11%, from $38.09 per share on April 27, 2026 to close at $34.02 on April 28, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired Qiagen securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
NEW YORK, May 26, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Qiagen N.V. (“Qiagen” or the “Company”) (NYSE: QGEN). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Qiagen and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On April 27, 2026, Qiagen announced preliminary results for the first quarter of 2026. Among other items, the Company disclosed that net sales declined approximately 1% on a constant exchange rate (“CER”) basis, and that sales of its QuantiFERON product declined approximately 5% CER.
On this news, Qiagen’s stock price fell $4.07 per share, or 10.69%, to close at $34.02 per share on April 28, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Qiagen N.V. ("Qiagen" or the "Company") (NYSE: QGEN). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Qiagen and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On April 27, 2026, Qiagen announced preliminary results for the first quarter of 2026. Among other items, the Company disclosed that net sales declined approximately 1% on a constant exchange rate ("CER") basis, and that sales of its QuantiFERON product declined approximately 5% CER.
On this news, Qiagen's stock price fell $4.07 per share, or 10.69%, to close at $34.02 per share on April 28, 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.
Key Takeaways QIAGEN spans sample prep to molecular diagnostics with 500 consumables and automated workflows. QIAGEN says new launches could add ~2 pts of sales growth in 2H 2026, led by Connect systems.QIAGEN trimmed 2026 outlook to ~1-2% CER growth on tariffs, FX, and softer immigration testing. QIAGEN (QGEN - Free Report) has built a broad assay and biomarker portfolio that spans pre-analytical sample preparation and molecular diagnostics. That mix gives the company multiple shots on goal across clinical testing and life science workflows, even as spending patterns remain choppy.
The near-term setup is not uniform across end markets, but QIAGEN has shown it can protect profitability while continuing to fund targeted growth initiatives. Its Zacks Rank is #3 (Hold).
In the past year, QIAGEN’s shares have plunged roughly 23.7% against the industry’s growth of 18.7%.
Image Source: Zacks Investment Research
QGEN’s Portfolio Maps to Multiple Testing Growth AreasQIAGEN positions itself as a provider of technologies for the separation, purification, and handling of DNA and RNA, with offerings that start at sample collection and preparation and extend into molecular diagnostics. The company has developed a portfolio of more than 500 proprietary consumable products, alongside automated solutions designed to support standardized workflows.
The strategic thread running through the portfolio is breadth of content, then expansion of that content over time. Management continues to emphasize expanding test menus and improving automation-driven workflows to keep platforms relevant as labs seek faster and more repeatable processes.
The company has also highlighted collaborations and commercial partnerships as a way to broaden distribution and accelerate assay development, particularly in companion diagnostics, where adopted content can translate into recurring consumables once testing becomes standardized.
QIAGEN’s Revenue Mix Shows Where Demand Is ConcentratedQIAGEN organizes its business into two main product buckets. Consumables and related revenues include consumable kits, bioinformatics solutions, royalties, co-development milestone payments, and services. Instruments and related services include instruments, services, and contracts.
Within that structure, the 2024 portfolio-area mix shows where demand is concentrated. Diagnostic Solutions represented 37.9% of sales, Sample Technologies 32.5%, PCR and Nucleic Acid Amplification 15.2%, Genomics and Next-Generation Sequencing 11.8%, and Other 2.7%.
Each portfolio area bundles distinct platforms and use cases. Diagnostic Solutions includes molecular testing platforms and consumables such as QuantiFERON, QIAstat-Dx, and NeuMoDx, alongside Precision Diagnostics. Sample Technologies covers consumables and instruments used in sample collection, stabilization, storage, purification, and quality control. PCR and Nucleic Acid Amplification includes research and applied polymerase chain reaction solutions and components, including QIAcuity. Genomics and Next-Generation Sequencing includes universal next-generation sequencing solutions and the full QIAGEN Digital Insights portfolio.
Estimates for QGEN Heading SouthThe Zacks Consensus Estimate for QIAGEN’s 2026 sales and EPS implies a year-over-year improvement of 4.1% and 2.5%, respectively. The bottom-line estimates have moved southward in the past 30 days.
Image Source: Zacks Investment Research
QIAGEN’s 2026–2027 Growth View and What It ImpliesThe Zacks model points to steady growth, even if the path is not linear. QIAGEN’s revenues are modeled to deliver a compound annual growth rate of 5.9% through 2027. Diagnostic Solutions is expected to grow 1.9% year over year in 2026, while Genomics and Next-Generation Sequencing is expected to grow 3.3% in 2026.
Operationally, the levers behind that outlook tie back to content and workflow. QIAGEN continues to invest in research and development to expand menus and improve throughput across core platforms, including new gastrointestinal panel clearances on the QIAstat-Dx Rise system and continued advancement of additional panels. Management has also pointed to sample preparation automation, including rollout activity for new Connect systems, and expects new launches to contribute about two percentage points of sales growth in the second half of 2026.
QGEN’s Key Watch Items Investors Should TrackA primary checkpoint is whether second-half 2026 delivers the expected acceleration to roughly 4% sales growth at constant exchange rates, supported by new product launches, sequential improvement in QuantiFERON, and contributions from Parse as it tracks toward a 2026 sales target of $40 million.
Investors should also monitor traction from new launches, including the new Connect systems, and whether added platform content keeps translating into higher utilization and consumables pull-through as labs consolidate testing onto scalable workflows.
Finally, the external environment matters. Management has cited tariffs and currency movements as headwinds that pressured profitability in the first quarter, and it reduced the full-year 2026 outlook to roughly 1% to 2% growth at constant exchange rates amid softer immigration testing volumes and continued caution from U.S. Life Sciences customers. Competitive intensity remains high across the company’s markets, with peers in the same industry group including Thermo Fisher Scientific (TMO - Free Report) and Illumina (ILMN - Free Report) , which can raise the bar for winning budgeted placements when customers stay cautious.
You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.
VENLO, Netherlands, & GERMANTOWN, Md.--(BUSINESS WIRE)--QIAGEN N.V. (NYSE: QGEN; Frankfurt Prime Standard: QIA) today announced the availability of two custom-designed research-use-only (RUO) digital PCR assays to support infectious disease research and surveillance efforts related to the Bundibugyo ebolavirus outbreak.
The assays are designed for use with the QIAcuity digital PCR system and are intended to help qualified laboratories evaluate emerging pathogen targets in research, wastewater surveillance and other environmental monitoring settings. They were developed using publicly available genomic sequence information released during the outbreak response and are part of QIAGEN’s broader Sample to Insight portfolio supporting infectious disease research workflows.
The assays target the nucleoprotein (NP) and VP35 regions of the virus. Initial in silico sequence analysis showed no mismatches against the currently published outbreak sequences reviewed by QIAGEN.
The assays are intended for research use only and are not intended for diagnostic procedures.
The availability of these assays underscores the role of adaptable molecular technologies in supporting public health research infrastructure. As genomic information from emerging infectious disease events becomes available, laboratories need flexible tools that can be evaluated and incorporated into existing research, surveillance and environmental monitoring workflows.
QIAGEN’s current portfolio supporting this infectious disease outbreak includes:
Research-use-only digital PCR assays targeting the NP and VP35 regions of Bundibugyo ebolavirus are available through QIAGEN’s custom assay workflow on a make-to-order basis. QIAseq sequencing panels are available from stock for fast delivery. Existing sample preparation and molecular workflow kits are available from stock to support nucleic acid processing for downstream digital PCR and next-generation sequencing workflows to support wastewater surveillance and molecular research applications. “Public health preparedness depends on the ability of laboratories to evaluate emerging pathogen targets as reliable genomic information becomes available,” said Thierry Bernard, Chief Executive Officer of QIAGEN. “QIAGEN is committed to supporting customers around the world with adaptable molecular technologies that help strengthen infectious disease research and surveillance capacity. Our goal remains clear: no country should be left behind when new threats emerge.”
The QIAcuity digital PCR system supports sensitive nucleic acid detection and quantification across a range of research applications, including infectious disease research and environmental surveillance. Combined with QIAGEN’s broader Sample to Insight portfolio, the platform enables laboratories to rapidly adapt existing workflows as new pathogen targets emerge.
Further information about QIAcuity digital PCR solutions and custom assay workflows is available through local QIAGEN representatives or customer care team.
About QIAGEN
QIAGEN N.V., a Netherlands-based holding company, is a global leader in Sample to Insight solutions that enable customers to extract and analyze molecular information from biological samples containing the building blocks of life. Our Sample technologies isolate and process DNA, RNA and proteins from blood, tissue and other materials. Assay technologies prepare these biomolecules for analysis, while bioinformatics support the interpretation of complex data to deliver actionable insights. Automation solutions integrate these steps into streamlined, cost-effective workflows. QIAGEN serves more than 500,000 customers worldwide in the Life Sciences (academia, pharmaceutical R&D and industrial applications such as forensics) and molecular diagnostics (clinical healthcare). As of March 31, 2026, QIAGEN employed approximately 5,500 people across more than 35 locations. For more information, visit www.qiagen.com.
Forward-Looking Statement
Certain statements contained in this press release may be considered forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. These statements can be identified by the use of forward-looking terminology such as “believe”, “hope”, “plan”, “intend”, “seek”, “may”, “will”, “could”, “should”, “would”, “expect”, “anticipate”, “estimate”, “continue”, “target” or other similar words. To the extent that any of the statements contained herein relating to QIAGEN’s products, timing for launch and development, marketing and/or regulatory approvals, financial and operational outlook, growth and expansion, acquisitions, collaborations, markets, strategy or operating results, including without limitation its expected net sales, net sales of particular products, net sales in particular geographies, adjusted net sales, expansion of adjusted operating income margin, returns to shareholders, progressive dividend payments, product portfolio management, product launches (including anticipated launches of our sequencing solutions, testing platforms, panels and systems), leveraging AI technology, improvements in operating and financial leverage, currency movements against the U.S. dollar, plans for investment in our portfolio and share repurchase commitments, our expectations relating to our adjusted tax rate, debt maturity and repayment, our ability to grow adjusted earnings per share at a greater rate than sales, our ability to improve operating efficiencies and maintain disciplined capital allocation, are forward-looking, such statements are based on current expectations and assumptions that involve a number of uncertainties and risks. Such uncertainties and risks include, but are not limited to, risks associated with our dependence on the development and success of new products; management of growth and expansion of operations (including the effects of currency fluctuations, tariffs, tax laws, regulatory processes and logistics and supply chain dependencies); variability of operating results; integration of acquired businesses; changes in relationships with customers, suppliers and strategic partners; competition; rapid or unexpected changes in technologies; fluctuations in demand for QIAGEN’s products (including fluctuations due to general economic conditions, the level and timing of customers’ funding, budgets and other factors, including delays or limits in the amount of reimbursement approvals or public health funding); our ability to obtain and maintain product regulatory approvals; difficulties in successfully adapting QIAGEN’s products to integrated solutions and producing such products; the ability of QIAGEN to identify and develop new products and to differentiate and protect our products from competitors’ products; market acceptance of new products and the integration of acquired technologies and businesses; actions of governments, global or regional economic developments, including inflation and changing interest rates, weather or transportation delays, natural disasters, cyber security breaches, political or public health crises and the resulting impact on the demand for our products and other aspects of our business, or other force majeure events; litigation risk, including patent litigation and product liability; debt service obligations; volatility in the public trading price of our common shares; as well as the possibility that expected benefits related to recent or pending acquisitions may not materialize as expected; and the other factors discussed under the heading “Risk Factors” in our most recent Annual Report on Form 20-F. For further information, please refer to the discussions in reports that QIAGEN has filed with, or furnished to, the U.S. Securities and Exchange Commission.
Key Takeaways QIAGEN posted Q1 2026 EPS and revenue misses, with uneven demand across end markets. QGEN still showed 27.4% adj operating margin, $54M free cash flow, and $646.3M cash, no debt. QIAGEN shares are down 23.7% YTD; FX, tariffs, and slower testing and spending add risk. QIAGEN N.V. (QGEN - Free Report) is sending investors a mixed near-term message after first-quarter earnings miss and a reset to its 2026 growth outlook. The stock carries a Zacks Rank #3 (Hold), and the Style Scores tilt defensive rather than directional.
With a VGM Score of D, QGEN screens as “balanced at best” today, especially with Value stronger than Growth and Momentum. The question is whether the company’s profitability and liquidity can steady the story while demand visibility stays choppy.
QIAGEN’s Q1 Print and What Drove the MissFirst-quarter 2026 results pointed to uneven demand and modest execution pressure. Adjusted earnings were $0.54 per share, down 2% year over year, and the result missed the consensus estimate by 1.2%. On a GAAP basis, earnings were $0.33 per share versus $0.41 a year ago.
Revenue was $492 million, up 2% year over year on a reported basis but down 1% at constant exchange rates. The top line also fell short of expectations, missing by 0.8%. Together, the numbers suggest demand did not cooperate evenly across end markets, and the company did not fully offset that with upside elsewhere during the quarter.
Based on short-term price targets from 10 analysts, the average price target for QIAGEN’s is $41.80, representing a potential 15.69% upside from the last closing price.
Image Source: Zacks Investment Research
QIAGEN’s Offsets: Profitability, Cash Flow, and Balance SheetEven with softer demand signals, QIAGEN delivered financial stabilizers that can matter in a reset year. The adjusted operating income margin was 27.4% in the first quarter, reflecting sustained profitability despite targeted investments and headwinds from tariffs and currency movements.
Cash generation also remained constructive. Free cash flow was $54 million in the quarter, supporting ongoing investment needs, including systems and infrastructure initiatives.
The balance sheet adds another layer of flexibility. QIAGEN ended the quarter with $646.3 million in cash and cash equivalents and no current debt. That liquidity can help the company keep funding targeted launches and workflow improvements, even as tariffs and foreign-exchange movements continue to pressure profitability.
QGEN’s Valuation Framing vs. BenchmarksThe stock’s decline provides important context for the current debate. QIAGEN shares are down 23.7% year to date and also down 23.7% over the past 12 months.
On valuation, QGEN trades at about 3.4 times forward 12-month sales. That is above the Zacks sub-industry and sector comparisons, but below the S&P 500 multiple shown in the same benchmark set.
Image Source: Zacks Investment Research
The $38 price target is framed through a multiple-based approach. It reflects 3.5 times forward 12-month sales, essentially signaling modest upside from recent levels while keeping expectations constrained by the slower growth outlook.
QIAGEN’s Decision Checklist From the Report’s RisksFor investors weighing a buy-versus-hold stance, the downside checklist is clear. QIAGEN remains sensitive to macro conditions and demand fluctuations, including reduced QuantiFERON immigration testing volumes, cautious spending from U.S. Life Sciences customers, and uneven original equipment manufacturer ordering patterns.
Foreign-exchange exposure is another swing factor, given that more than half of revenue is generated outside the United States. Tariffs also pressured profitability in the first quarter, and those costs can complicate margin forecasting while the company continues investing behind launches.
Execution timing in partnerships matters, too. Companion diagnostics programs can deliver multi-year opportunity, but revenue recognition depends on partner timelines and commercial success. QIAGEN reported $115 million in remaining performance obligations tied to companion diagnostic co-development contracts, with roughly half expected over the next 12 to 18 months.
Finally, competitive intensity can lengthen sales cycles when lab budgets tighten. That dynamic is not unique to QIAGEN. Illumina, Inc. (ILMN - Free Report) is a major player in sequencing and array solutions used across genomics workflows, and spending cycles in that ecosystem can influence broader purchasing behavior. Thermo Fisher Scientific Inc. (TMO - Free Report) also spans a wide range of life sciences research tools and consumables, underscoring how well-funded competitors can pressure pricing and decision timelines in cautious environments.
You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.
NEW YORK, June 02, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Qiagen N.V. (“Qiagen” or the “Company”) (NYSE: QGEN). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Qiagen and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On April 27, 2026, Qiagen announced preliminary results for the first quarter of 2026. Among other items, the Company disclosed that net sales declined approximately 1% on a constant exchange rate (“CER”) basis, and that sales of its QuantiFERON product declined approximately 5% CER.
On this news, Qiagen’s stock price fell $4.07 per share, or 10.69%, to close at $34.02 per share on April 28, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Qiagen N.V. ("Qiagen" or the "Company") (NYSE: QGEN). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Qiagen and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On April 27, 2026, Qiagen announced preliminary results for the first quarter of 2026. Among other items, the Company disclosed that net sales declined approximately 1% on a constant exchange rate ("CER") basis, and that sales of its QuantiFERON product declined approximately 5% CER.
On this news, Qiagen's stock price fell $4.07 per share, or 10.69%, to close at $34.02 per share on April 28, 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.
It has been about a month since the last earnings report for Qiagen (QGEN - Free Report) . Shares have added about 12.1% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Qiagen due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.
QIAGEN’s Q1 Earnings & Revenues Miss EstimatesQIAGEN (QGEN - Free Report) reported first-quarter 2026 adjusted EPS of 54 cents, unchanged at CER. The reported figure declined 2% year over year and missed the Zacks Consensus Estimate by 1.2%.
The adjustment excludes the impact of certain non-recurring items, such as business integration, acquisition and restructuring-related expenses, purchased intangible amortization expenses and non-cash interest expense charges, among others. On a GAAP basis, EPS in the first quarter was 33 cents compared with 41 cents in the year-ago period.
QIAGEN’s RevenuesNet sales in the first quarter were $492 million, up 2% year over year (down 1% at CER). The top line missed the Zacks Consensus Estimate by 0.8%.
QIAGEN Updates Outlook for 2026, Sets Q2 ViewQIAGEN has updated its full-year 2026 outlook for net sales growth of about 1-2% CER (previously at least 5% CER growth). The Zacks Consensus Estimate for revenues is pegged at $2.18 billion.
Adjusted EPS is now expected to be at least $2.43 CER (previously at least $2.50 CER). The Zacks Consensus Estimate for EPS is pegged at $2.45 billion.
For second-quarter 2026, net sales are expected to decline approximately 2% year over year at CER. The Zacks Consensus Estimate is currently pegged at $537.9 million.
Adjusted EPS is expected to be at least $0.60 CER. The Zacks Consensus Estimate is pegged at 61 cents.
How Have Estimates Been Moving Since Then?It turns out, estimates revision have trended downward during the past month.
VGM ScoresAt this time, Qiagen has a subpar Growth Score of D, however its Momentum Score is doing a lot better with a B. Following the exact same course, the stock has a score of B on the value side, putting it in the second quintile for value investors.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Qiagen has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.
Performance of an Industry PlayerQiagen is part of the Zacks Medical - Biomedical and Genetics industry. Over the past month, GSK (GSK - Free Report) , a stock from the same industry, has gained 1.5%. The company reported its results for the quarter ended March 2026 more than a month ago.
Glaxo reported revenues of $10.28 billion in the last reported quarter, representing a year-over-year change of +8.6%. EPS of $1.24 for the same period compares with $1.13 a year ago.
For the current quarter, Glaxo is expected to post earnings of $1.29 per share, indicating a change of +4.9% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Glaxo. Also, the stock has a VGM Score of B.
On June 09, 2026, Qiagen NV QGEN shares rose 4.2% today, bringing the current price to $37.75. The stock has experienced a 52-week range, hitting a high of $57.82 and a low of $32.53.
GF Value™ verdict: Current price of $37.75 is 28.3% undervalued compared to GF Value™ of $52.66.GF Score™: 65/100, indicating an above-average overall performance.Most notable signal: No insider transactions in the last 3 months. Is QGEN Overvalued or Undervalued? Qiagen NV's current price of $37.75 is significantly lower than its GF Value™ estimate of $52.66, suggesting that the stock is undervalued by approximately 28.3%. This margin of safety indicates a potential investment opportunity, although investors should proceed with caution. The GF Valuation label categorizes QGEN as "Modestly Undervalued," which implies that while there is a favorable valuation, the company may still face certain risks or market volatility that could impact its performance in the near term. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
Given the current undervaluation, QGEN presents a compelling case for those who believe in its long-term prospects. However, potential investors should remain aware of market conditions, competitive pressures, and overall industry trends that could influence stock performance.
How Does QGEN's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 19.4x 27.1x (5-Year Median) Forward P/E 15.2x N/A The current P/E ratio of 19.4x is notably below its 5-year median P/E of 27.1x, indicating that the stock is trading at a discount compared to its historical valuation metrics. This analysis aligns with the GF Value™ verdict, reinforcing the conclusion that QGEN is undervalued at present.
What Does QGEN's GF Score™ Tell Us? Metric Rating GF Score™ 65/100 Financial Strength 6/10 Profitability 7/10 Growth 4/10 Valuation 4/10 Momentum 2/10 The GF Score™ of 65/100 reflects a solid overall performance, with particular strengths in profitability (7/10) and financial strength (6/10). However, the areas of growth (4/10) and momentum (2/10) signal potential weaknesses that could impact future performance. Investors should consider these factors when evaluating the overall attractiveness of QGEN as an investment opportunity.
What Are Insiders Doing with QGEN Stock? Over the last three months, there have been no insider transactions reported for Qiagen NV. This lack of activity may suggest that insiders do not currently see an urgent need to buy or sell shares, either due to confidence in the company's future prospects or a belief that the stock is fairly valued at present.
What This Means for Investors Based on the GF Value™ assessment, Qiagen NV QGEN is considered undervalued, presenting potential opportunities for investors looking for long-term growth. However, investors should remain cognizant of the associated risks and the overall market environment.
For the complete analysis, visit the Qiagen NV QGEN stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is QGEN's GF Score™?
QGEN's GF Score™ is 65/100, indicating above-average overall performance based on key financial metrics.
Is QGEN overvalued or undervalued?
QGEN is currently undervalued with a GF Value™ of $52.66 compared to its market price of $37.75.
What is QGEN's P/E ratio?
QGEN's P/E ratio (TTM) is 19.4x, which is significantly below its 5-year median P/E of 27.1x, indicating it is trading at a discount to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Key Takeaways Cisco sees AI infrastructure orders hitting $9B in fiscal 2026 amid strong data center demand.Salesforce is expanding generative AI with Einstein GPT and increasing Europe AI investments.Palantir, Cloudflare and Datadog are gaining from AI-driven analytics and cloud adoption. Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide data mining, transformation, visualization and predictive analytics tools.
Here, we have selected five such companies — Cisco Systems Inc. (CSCO - Free Report) , Salesforce Inc. (CRM - Free Report) , Palantir Technologies Inc. (PLTR - Free Report) , Cloudflare Inc. (NET - Free Report) and Datadog Inc. (DDOG - Free Report) . Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The chart below shows the price performance of our five picks in the past month.
Image Source: Zacks Investment Research
Cisco Systems Inc.Cisco Systems has been benefiting from strong product orders from hyperscalers, enterprises, service providers, the public sector and cloud customers. In the last reported quarter, CSCO generated record-high revenues primarily due to its networking portfolio, powered by Silicon One, AI-native security solutions and operating systems.
CSCO expects total artificial intelligence (AI) infrastructure orders to reach $9 billion in fiscal 2026, an increase of 4.5X from fiscal 2025. Overall product orders grew by a sizable 35% year over year in the third quarter. Of this, data center switching orders grew 40% from the year-ago period supported by massive AI-powered data center buildout.
Cisco has decided to retrench 4,000 manpower as part of a sweeping restructuring effort. Management said that this restructuring has been guided to give more emphasis to areas like AI networking infrastructure, network security, silicon and optics.
Cisco Systems has an expected revenue and earnings growth rate of 9.8% and 9.7%, respectively, for the current year (ending July 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 0.2% over the last seven days.
Salesforce Inc.Salesforce is continuously expanding its generative AI offerings. Generative AI is a type of AI technology that can produce various types of content, including text, imagery, audio and synthetic data. It is driven by a large language model, which means it uses a lot of data to understand and generate conversations.
CRM forayed into the generative AI space with the launch of Einstein GPT in March 2023. Since then, the company has been investing in its generative AI capabilities through its venture capital fund.
These investments serve as a strategic engine for the company to maintain its competitive position in the enterprise software space while navigating the AI platform shift. The fund, managed by Salesforce Ventures, benefits the company by fostering an ecosystem of trusted AI partners, accelerating product innovation, and driving financial returns.
CRM has significantly ramped up its investments in Europe, focusing heavily on AI infrastructure, R&D, and local partnerships, with the United Kingdom serving as its primary AI hub for the region.
Salesforce has an expected revenue and earnings growth rate of 10.9% and 5%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 1.1% over the last 90 days.
Palantir Technologies Inc.Palantir Technologies’ AI strategy is comprehensive, combining its proprietary Foundry and Gotham platforms with a solid plan to promote AI adoption across both government and commercial sectors. PLTR’s AI Platform (AIP) is the backbone of these capabilities, enabling organizations to process large datasets and derive real-time insights. This is especially valuable in sectors requiring extensive data integration, such as defense, healthcare, finance and intelligence, where operational efficiency and decision-making speed are critical.
In the government sector, Palantir is aligning its AI strategy with U.S. defense priorities. Its work in high-profile initiatives, such as the Department of Defense’s Open DAGIR project, highlights its ability to modernize military operations through AI-driven solutions where data interoperability and real-time decision-making capabilities are imperative. These capabilities solidify PLTR’s position as a key player in the defense sector.
In the commercial space, Palantir’s AIP boot camps — providing hands-on experience to over 1,000 companies — have proven instrumental in customer acquisition. Boot camps showcase the platform’s capabilities and demonstrate its adaptability across logistics, manufacturing, and supply-chain management. PLTR’s core customer base comprises businesses seeking tailored AI/ML services, particularly large government and corporate clients willing to invest heavily in its systems.
Palantir has an expected revenue and earnings growth rate of 71.8% and 98.7%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 11.2% over the last 30 days.
Cloudflare Inc.Cloudflare is benefiting from the demand for integrated security, networking and developer services as enterprises modernize and AI reshapes internet traffic. NET’s AI-focused networking and cybersecurity offerings are gaining traction as more workloads shift toward edge architectures.
NET noted that it added 1 million developers in the first quarter of 2026, and highlighted customer interest in controlling and monetizing AI bot and agent traffic. This expands the opportunity for the Workers platform and related products as customers build real-time applications closer to end users. NET also noted that AI and agents are becoming a larger share of how software is built and consumed, supporting longer-term platform demand.
Cloudflare has an expected revenue and earnings growth rate of 29.5% and 22.6%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.9% over the last seven days.
Datadog Inc.Datadog is benefiting from enterprise adoption of its unified observability platform, driven by cloud migration and digital transformation across global organizations. AI-powered anomaly detection and root cause analysis strengthen competitive positioning against legacy monitoring vendors. DDOG’s Platform consolidation supports multi-product deployments, creating network effects and customer stickiness.
The platform's comprehensive observability and security suite addresses critical enterprise needs for cloud infrastructure monitoring, application performance management, security analytics, LLM observability, data observability and cloud cost management in increasingly hybrid, multi-cloud and AI-driven environments. Enterprise customers typically deploy multiple Datadog products, creating significant expansion opportunities through cross-selling and upselling.
DDOG’s leadership in AI-powered observability and security establishes significant competitive advantages as enterprises increasingly prioritize intelligent monitoring solutions. These AI capabilities become increasingly valuable as cloud environments grow more complex and distributed across multiple infrastructure layers.
Datadog has an expected revenue and earnings growth rate of 25.1% and 6.3%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.9% over the last seven days.
Cloudflare (NET - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this web security and content delivery company have returned +4.4% over the past month versus the Zacks S&P 500 composite's +4.8% change. The Zacks Internet - Software industry, to which Cloudflare belongs, has lost 4.1% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Cloudflare is expected to post earnings of $0.26 per share for the current quarter, representing a year-over-year change of +23.8%. Over the last 30 days, the Zacks Consensus Estimate has changed -2.9%.
For the current fiscal year, the consensus earnings estimate of $1.18 points to a change of +26.9% from the prior year. Over the last 30 days, this estimate has changed +96.4%.
For the next fiscal year, the consensus earnings estimate of $1.52 indicates a change of +28.4% from what Cloudflare is expected to report a year ago. Over the past month, the estimate has changed +6.3%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Cloudflare is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Cloudflare, the consensus sales estimate for the current quarter of $665.02 million indicates a year-over-year change of +29.8%. For the current and next fiscal years, $2.81 billion and $3.59 billion estimates indicate +29.6% and +27.8% changes, respectively.
Last Reported Results and Surprise HistoryCloudflare reported revenues of $639.76 million in the last reported quarter, representing a year-over-year change of +33.5%. EPS of $0.25 for the same period compares with $0.16 a year ago.
Compared to the Zacks Consensus Estimate of $621.91 million, the reported revenues represent a surprise of +2.87%. The EPS surprise was +8.7%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Cloudflare is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Cloudflare. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Cloudflare, Inc. combines accelerating top-line growth, robust AI-driven demand, and a clear path to margin expansion. Despite 34% YoY revenue growth and a major workforce reduction to boost profitability, NET trades at an aggressive 27x sales. NET management's shift to an AI-operating model and strong cash position underscore strategic discipline, but valuation remains a key risk.
, /PRNewswire/ - Silvercorp Metals Inc. ("Silvercorp" or the "Company") (TSX: SVM) (NYSE American: SVM) reported its financial and operating results for the three months ("Q4 Fiscal 2026") and twelve months ("Fiscal 2026") ended March 31, 2026. All amounts are expressed in US dollars, and figures may not add due to rounding.
HIGHLIGHTS FOR Q4 FISCAL 2026
Ongoing production during Chinese New Year: Produced approximately 1.5 million ounces of silver, 2,492 ounces of gold, or approximately 1.6 million ounces of silver equivalent1 (silver and gold only) during the quarter; Record quarterly revenue: Sold approximately 1.5 million ounces of silver, 2,623 ounces of gold, 13.6 million pounds of lead, and 3.9 million pounds of zinc, for revenue of $147.4 million, an increase of 96% over the three months ended March 31, 2025 ("Q4 Fiscal 2025"), mainly driven by a 183% higher average realized silver price of $78.6 per ounce, with silver representing 78% of the quarterly revenue; Cash cost per ounce of silver1 (net of by-product credits): Negative $1.92, significant improvement from $2.49 in Q4 Fiscal 2025 attributable to the more mechanized and less expensive shrinkage mining method; All-in sustaining cost ("AISC") per ounce of silver1 (net of by-product credits): $17.35, 21% higher than $14.31 in Q4 Fiscal 2025, mainly due to higher government taxes linked to increased revenue and higher sustaining capital expenditures; Record adjusted earnings before interest, income tax, depreciation and amortization ("EBITDA")1 attributable to equity shareholders of $98.1 million, or $0.44 per share, compared to $29.8 million or $0.14 per share in Q4 Fiscal 2025; Record adjusted net income1 attributable to equity shareholders of $59.3 million, or $0.27 per share, after excluding the non-cash or one-time items, compared to $14.7 million or $0.07 per share in Q4 Fiscal 2025; Net loss attributable to equity shareholders of $0.7 million, or $0.003 per share, mainly due to a $60.4 million non-cash charge on "mark-to-market" of the fair value of the derivative liabilities related to the convertible notes. In Q4 Fiscal 2026 the Company removed the Convertible Notes' cash settlement option, reclassifying the conversion feature from a derivative liability to equity to avoid future fair value volatility in the Profit & Loss account; Robust cash flow from operating activities of $90.2 million, up $59.5 million, compared to $30.7 million in Q4 Fiscal 2025; Capital expenditures: Spent and capitalized $14.6 million on exploration, development, and equipment and facilities at the China operations and $14.6 million at the Ecuador operations for the development and construction of the El Domo mine; Strong free cash flow1 of $57.9 million, up $43.7 million, compared to $14.2 million in Q4 Fiscal 2025; Completed the acquisition of holding 70% Chaarat ZAAV CJSC ("ZAAV") with a $92 million cash payment to Chaarat Gold Holdings Limited ("Chaarat") on January 23, 2026 and a further $60 million payment to the Kyrgyz government subsequent to the quarter after the government issued to ZAAV a new mining license and license agreement extending the valid period of the mining license a further 30 years from June 25, 2032 to June 25, 2062; and Strong treasury position: ended the period with cash and cash equivalents and short-term investments of $422.3 million, a decrease of $40.5 million from December 31, 2025, and a portfolio of equity investments with a total market value of $274.6 million, an increase of $41.4 million from December 31, 2025. ______________________________
1
Non-GAAP measures, please refer to MD&A section 15 for reconciliation.
HIGHLIGHTS FOR FISCAL 2026
Steady silver equivalent production: Produced approximately 6.8 million ounces of silver and 8,723 ounces of gold, or approximately 7.5 million ounces of silver equivalent1; Realized silver selling price of $46.44 per ounce after smelter deductions, increased 72% from $26.95 in Fiscal 2025; Record annual revenue of $438.1 million, an increase of 47% over the year ended March 31, 2025 ("Fiscal 2025"), with silver representing 72% of the total revenue; Cash cost per ounce of silver1(net of by-product credits): negative $0.94, improved from negative $0.54 in Fiscal 2025; AISC per ounce of silver1 (net of by-product credits): $14.25, 18% higher than $12.12 in Fiscal 2025, mainly due to higher government taxes linked to increased revenue and an increase in sustaining capital expenditures to increase mining capacity at Ying; Adjusted EBITDA1 attributable to equity shareholders of $238.1 million, or $1.09 per share, compared to $132.2 million or $0.65 per share in Fiscal 2025; Adjusted net income1 attributable to equity shareholders of $150.8 million, or $0.69 per share, after excluding non-cash or one-time items, compared to $75.1 million or $0.37 per share in Fiscal 2025; Net loss attributable to equity shareholders of $9.9 million, or $0.05 per share, mainly due to a $178.5 million non-cash charge on "mark-to-market" of the fair value of the derivative liabilities primarily related to the convertible notes; Cash flow from operating activities of $310.6 million, up $171.9 million, compared to $138.6 million in Fiscal 2025; Capital expenditures: spent and capitalized $75.0 million on exploration, development, and equipment and facilities at the China operations and $49.4 million at the Ecuador operations for the development and construction of the El Domo mine and permitting activities for the Condor project; Free cash flow1 of $181.3 million, up $122.5 million, compared to $58.8 million in Q4 Fiscal 2025; Continued excellence in ESG practices: MSCI ESG rating improved from A to AA, placing the company at a leading level within the industry; Sustainalytics risk score of 21.9, falling within the medium risk category, reflecting the company's effective ESG risk management. CONSOLIDATED FINANCIAL AND OPERATING RESULTS
Three months ended March 31,
Years ended March 31,
2026
2025
Changes
2026
2025
Changes
Financial Results (in thousands of $, except per share)
Revenue
$ 147,359
$ 75,113
96 %
$ 438,135
$ 298,895
47 %
Mine operating earnings
99,959
26,146
282 %
253,708
123,551
105 %
Net loss*
(722)
(7,585)
(91) %
(9,944)
58,190
(117) %
Per share - basic
(0.003)
(0.03)
(91) %
(0.05)
0.29
(116) %
Adjusted earnings*
59,255
14,747
302 %
150,786
75,089
101 %
Per share - basic
0.27
0.07
296 %
0.69
0.37
87 %
EBITDA*
38,887
9,680
302 %
84,207
116,916
(28) %
Per share
0.18
0.04
296 %
0.38
0.57
(33) %
Adjusted EBITDA*
98,102
29,764
230 %
238,127
132,211
80 %
Per share
0.44
0.14
225 %
1.09
0.65
67 %
Cash flow from operating activities
90,164
30,701
194 %
310,568
138,631
124 %
Sustaining capital expenditures
12,551
9,353
34 %
49,067
43,931
12 %
Growth capital expenditures
19,750
7,175
175 %
80,186
35,871
124 %
Free cash flow
57,863
14,174
308 %
181,315
58,828
208 %
Basic weighted average shares outstanding
220,862,813
217,452,033
1 %
219,425,164
204,008,035
7 %
Metals sold
Silver (million ounces)
1.5
1.6
(9) %
6.8
6.9
(2) %
Gold (ounces)
2,623
3,465
(24) %
8,857
7,577
17 %
Lead (million pounds)
13.6
16.3
(17) %
60.0
62.3
(4) %
Zinc (million pounds)
3.9
4.5
(14) %
21.7
23.5
(7) %
Average Selling Price, Net of Value Added Tax and Smelter Charges
Silver ($/ounce)
78.56
27.78
183 %
46.44
26.95
72 %
Gold ($/ounce)
4,408
2,533
74 %
3,556
2,351
51 %
Lead ($/pound)
0.98
0.93
5 %
0.96
0.96
— %
Zinc ($/pound)
1.25
1.06
18 %
1.06
1.11
(5) %
Cost Data per ounce of silver, net of by-product credits ($)
Cash cost
(1.92)
2.49
(177) %
(0.94)
(0.54)
(74) %
All-in sustaining cost
17.35
14.31
21 %
14.25
12.12
18 %
Financial Position (in thousands of $) as at
March 31, 2026
December 31,
2025
March 31, 2026
March 31,
2025
Cash and cash equivalents and short-term investments
$ 422,335
$ 462,840
(9) %
422,335
462,840
14 %
Working capital
319,461
94,573
238 %
319,461
310,359
3 %
*Attributable to equity holders
INDIVIDUAL MINE OPERATING PERFORMANCE
(i) Ying Mining District
Q4 Fiscal 2026
The Ying Mining District delivered a stable Q4 Fiscal 2026, with ore mined of 293,437 tonnes, up 43% over Q4 Fiscal 2025, driven by the increased use of shrinkage mining relative to cut-and-fill re-suing. Mill throughput was 311,677 tonnes, up 2% over Q4 Fiscal 2025.
Production was approximately 1.4 million ounces of silver, 2,492 ounces of gold, or 1.5 million ounces of silver equivalent, 12.9 million pounds of lead, and 1.4 million pounds of zinc, representing decreases of 11% in silver, 20% in gold, 18% in silver equivalent, 17% in lead and 30% in zinc, respectively, over Q4 Fiscal 2025. Lower metal production was due to lower head grades, as a result of higher dilution associated with an increase in more cost efficient shrinkage mining.
Cash cost per tonne of ore was $78.27 in Q4 Fiscal 2026, down 8% from Q4 Fiscal 2025 and below the lower end of Fiscal 2026 guidance of $86.8. The improvement reflects ongoing mine mechanization and the greater use of cost-efficient shrinkage mining versus labour intensive re-suing mining, boosting mine and mill productivity. Cash cost per ounce of silver, net of by-product credits, was negative $1.03, compared with $3.05 in Q4 Fiscal 2025, driven by the lower cost per tonne and an increase of $0.8 million in by-product credits from revenue of non-silver metals.
AISC per tonne of ore was up 11% in Q4 Fiscal 2026, to $134.23, remaining below the Fiscal 2026 guidance range of $157.8–$160.5. AISC per ounce of silver, net of by-product credits, was $13.09, delivering robust margins amid higher silver prices.
Fiscal 2026
In Fiscal 2026, the Ying Mining District mined approximately 1,211,916 tonnes of ore, up 18% over Fiscal 2025. Mill throughput was 1,188,459 tonnes, up 17% over Fiscal 2025.
Production was approximately 6.3 million ounces of silver, 8,723 ounces of gold, or 7.0 million ounces of silver equivalent, 55.1 million pounds of lead, and 6.6 million pounds of zinc, representing a production increase of 16% in gold and production decreases of 1% in silver, 1% in silver equivalent, 3% in lead and 23% in zinc compared to Fiscal 2025. Lower production was due to lower head grades, as a result of a higher dilution associated with an increase in shrinkage mining.
Cash cost per tonne of ore was $79.71 in Fiscal 2026, down 10% from Fiscal 2025 and below the lower end of Fiscal 2026 guidance of $86.8, mainly attributable to improved mining and milling productivity driven by increased underground mechanization. Cash cost per ounce of silver, net of by-product credits, was negative $0.01, compared with $0.62 in Fiscal 2025, driven by the lower cash cost per tonne and an increase of $10.0 million in by-product credits from revenue of non-silver metals.
AISC per tonne of ore improved 4% in Fiscal 2026, to $134.19, remaining below the Fiscal 2026 guidance range of $157.8–$160.5. AISC per ounce of silver, net of by-product credits, was $11.49.
Mining Permit Expansion Applications
As of March 31, 2026, the Company has completed the mining permits extension and mining capacity expansion for the four mining permits comprising the Ying Mining District, which are the SGX, TLP-LM, HPG, and DCG mining permits. The total mining capacity allowed by the mining permits is 1.32 million tonnes per year.
Mining permit
SGX
TLP-LM
HPG
DCG
Ying total
Capacity (tonnes)
500,000 p.a.
600,000 p.a.
120,000 p.a.
100,000 p.a.
1,320,000 p.a.
Expiry dates
9/24/2035
26/02/2041
29/04/2028
16/6/2037
Production Safety License Renewal
Following the grant of the new mining permits for SGX, TLP-LM, HPG, and DCG, the Company is working on the renewal of the required production safety licenses. At SGX, the safety facility design has been approved, and it is currently in the construction phase for the mine capacity expansion. At HPG, the safety facility design has been reviewed by the emergency management department of Henan Province, pending final signature. At TLP-LM and DCG, the safety facility designs have been completed and submitted to the emergency management department for approval.
Ying Mining District
Three months ended
Years ended March 31,
March 31,
2026
December 31,
2025
September 30,
2025
June 30,
2025
March 31,
2025
2026
2025
Ore processed (tonnes)
Silver-lead ore
279,627
299,217
235,168
252,958
265,199
1,066,970
927,171
Gold ore
32,050
29,208
29,834
30,397
39,025
121,489
86,488
311,677
328,425
265,002
283,355
304,224
1,188,459
1,013,659
Average head grades for silver-lead ore
Silver (grams/tonne)
161
190
207
217
198
193
225
Lead (%)
2.2
2.3
2.6
2.8
2.9
2.5
3.0
Zinc (%)
0.4
0.4
0.4
0.5
0.5
0.4
0.6
Average head grades for gold-ore
Gold (grams/tonne)
1.1
1.2
1.4
1.5
1.4
1.3
1.7
Silver (grams/tonne)
54
57
81
51
62
61
72
Lead (%)
0.9
1.1
0.9
0.8
0.7
0.9
0.9
Recovery rates
Silver (%)
95.0
95.3
94.8
94.6
94.2
95.4
94.7
Gold (%)**
90.8
92.8
94.2
93.4
91.7
92.7
92.9
Lead (%)
93.2
93.6
93.5
94.1
92.3
93.7
93.6
Zinc (%)
63.9
63.0
65.8
64.3
67.3
64.1
69.7
Cash Costs
Cash cost ($/tonne)
78.27
75.80
82.89
83.08
84.90
79.71
88.46
AISC ($/tonne)
134.23
134.06
139.22
129.83
120.62
134.19
139.33
Cash cost, net of by-product credits ($/ounce of silver)
(1.03)
(1.22)
0.97
1.26
3.05
0.01
0.62
AISC, net of by-product credits ($/ounce of silver)
13.09
11.32
11.75
10.10
11.35
11.49
9.68
Metal Production
Silver (million ounces)
1.4
1.7
1.5
1.7
1.6
6.3
6.4
Gold (ounces)
2,492
2,096
2,085
2,050
3,110
8,723
7,495
Silver equivalent (million ounces)
1.5
1.9
1.7
1.9
1.9
7.0
7.1
Lead (million pounds)
12.9
14.7
12.9
14.6
15.6
55.1
56.8
Zinc (million pounds)
1.4
1.9
1.4
1.8
2.0
6.6
8.6
**Gold recovery only refers to the recovery rate for gold ore processed.
(ii) GC Mine
Q4 Fiscal 2026
The GC Mine produced approximately 0.1 million ounces of silver, 1.1 million pounds of lead, and 2.5 million pounds of zinc in Q4 Fiscal 2026, representing an increase of 3% in silver, 51% in lead and 4% in zinc over Q4 Fiscal 2025, primarily attributable to an increase in ore processed.
Cash cost per tonne of $71.12 and AISC per tonne of $109.68, and improved 8% and 7%, respectively, from Q4 Fiscal 2025, attributable to a lower unit overhead cost allocation with an increase of 24% in ore processed.
On a per ounce of silver, net of by-product credits basis, cash cost and AISC were negative $19.93 and $10.22, respectively, compared to negative $8.53 and $15.05 in Q4 Fiscal 2025. The improvement primarily reflects a $1.0 million increase in by-product credits.
Fiscal 2026
The GC Mine produced approximately 0.5 million ounces of silver, 5.2 million pounds of lead, and 15.1 million pounds of zinc in Fiscal 2026, representing an increase of 3% in zinc and decreases of 11% in silver and 2% in lead, compared to Fiscal 2025.
Cash cost per tonne of $60.08 and AISC per tonne of $87.48, and increased 9% and 5%, respectively, from Fiscal 2025, mainly due to a higher per tonne fixed costs allocation resulting from the decrease in ore production.
On a per ounce of silver, net of by-product credits basis, cash cost and AISC were negative $14.23 and $4.70, respectively, compared to negative $14.71 and $3.12 in Fiscal 2025.
GC Mine Classification Update
The Company has commissioned Changsha Mining Research Institute to prepare the development and utilization plan to change the GC's classification from a lead-zinc mine to a silver mine. GC has an annual production capacity of 300,000 tonnes, is considered a medium-scale operation and is limited to no more than three production levels operating simultaneously. Once classified as a silver mine, GC would be considered large-scale and would no longer be subject to this restriction.
GC Mine
Three months ended
Years ended March 31,
March 31,
2026
December 31,
2025
September 30,
2025
June 30,
2025
March 31,
2025
2026
2025
Ore Production (tonne)
48,840
87,095
76,249
74,869
41,760
287,053
299,036
Head grades
Silver (grams/tonne)
52
52
64
69
61
59
67
Lead (%)
0.9
1.0
0.9
0.8
0.9
0.9
0.9
Zinc (%)
2.6
2.9
2.8
2.3
2.9
2.7
2.5
Recovery rates
Silver (%)
86.3
85.9
85.8
85.3
83.7
85.7
83.1
Lead (%)
93.5
89.1
89.0
90.1
87.4
93.4
89.3
Zinc (%)
90.6
92.7
91.1
90.0
90.3
91.3
90.3
Cash Costs
Cash cost ($/tonne)
71.12
53.37
58.20
62.53
77.46
60.08
54.97
AISC ($/tonne)
109.68
68.53
82.63
99.93
117.83
87.48
83.36
Cash cost, net of by-product credits ($/ounce of silver)
(19.93)
(29.05)
(11.44)
(0.80)
(8.53)
(14.23)
(14.71)
AISC, net of by-product credits ($/ounce of silver)
10.22
(15.66)
4.71
20.02
15.05
4.70
3.12
Metal Production
Silver (million ounces)
0.1
0.1
0.1
0.1
0.1
0.5
0.5
Lead (million pounds)
1.1
1.7
1.3
1.1
0.7
5.2
5.3
Zinc (million pounds)
2.5
5.1
4.2
3.4
2.4
15.1
14.8
CAPITAL EXPENDITURES AND DEVELOPMENT FOR GROWTH
Total capital expenditures in Fiscal 2026 were $124.4 million, up 44% compared to $86.6 million in Fiscal 2025 mainly due to the expenditures of $39.0 million at the El Domo Project and $4.6 million at the Kuanping project for mine construction.
Capitalized expenditures
Plant and
equipment
Total Capital
expenditures
Ramp, Development
Tunneling, and other
Exploration Tunneling
Exploration Drilling
(Metres)
($ Thousand)
(Metres)
($ Thousand)
(Metres)
($ Thousand)
($ Thousand)
($ Thousand)
Year ended March 31, 2026
Ying Mining District
45,068
$ 28,675
60,147
$ 23,529
138,163
$ 3,930
$ 7,442
$ 63,575
GC Mine
3,726
1,885
7,870
3,018
20,749
453
634
5,990
El Domo
—
45,794
—
—
—
—
635
46,429
Condor
—
2,659
—
—
2,268
315
—
2,974
Kuanping
5,724
3,679
1,838
588
1,625
79
1,079
5,426
Consolidated
54,519
82,692
69,856
27,135
162,804
4,777
9,790
124,394
Year ended March 31, 2025
Ying Mining District
34,486
$ 23,764
62,035
$ 22,504
60,804
$ 1,942
$ 22,045
$ 70,255
GC Mine
2,607
1,664
9,559
3,570
41,335
889
606
6,729
El Domo
—
7,166
—
—
—
—
305
7,471
Condor
—
1,275
—
—
—
—
—
1,275
Kuanping
—
543
—
—
—
—
284
827
Consolidated
37,092
34,412
71,594
26,074
102,139
2,831
23,240
86,557
i) Ying Mining District
Capitalized expenditures for underground ramps, tunnels and drilling amounted to $56.1 million, plus $7.4 million for plant and equipment, compared to $48.2 million for underground ramps, tunnels and drilling and $22.0 million for plant and equipment in Fiscal 2025.
Design and construction of No. 3 Mill commenced in Q4 Fiscal 2026. With a total budget of $31.6 million, it is expected to add 3,000 tonnes per day of capacity and be commissioned in Q1 Fiscal 2028. This will meet the increasing demand for ore processing which is anticipated to reach 1.6 million tonnes per year by fiscal year 2029. With the No.3 Mill in operation, the No. 1 Mill will be decommissioned, leaving Ying with a net effective 6,500 tonnes per day of milling capacity.
Additionally, the TLP 35kV Substation and Power Line Construction Project had its construction contract signed on March 9, 2026. The project commenced on April 10, 2026. It is expected to be completed by the end of Q2 Fiscal 2027. This will significantly improve power supply quality and reliability, and will meet the power supply requirements specified in the facilities design for the renewal of its safety production permit.
ii) GC Mine
Total capitalized expenditures amounted to $6.0 million, primarily for sustaining activities, as compared to $6.7 million in Fiscal 2025.
iii) El Domo Project
Capital expenditures for El Domo totaled $46.4 million, compared to $7.5 million in Fiscal 2025. Mine development activities focused on infrastructure construction such as haul roads, an ore stockpile shed, a waste dump, process plant site preparation, a starter dam for tailing storage facility, a camp, and other site preparations.
iv) Kuanping Project
Capital expenditures for Kuanping amounted to $5.4 million, compared to $0.8 million in Fiscal 2025. Mine construction focused on ramp development for access to ore bodies and mining/exploration tunneling. It produced initial amounts of ore in Q1 2027, which was shipped to Ying's process plant for recovery of metals.
v) Condor Project
Total expenditures incurred and capitalized were $3.0 million, in which 2,268 metres of diamond drilling was completed to define and upgrade the mineral resources to support potential underground mining. The Company has applied for a small-scale mining environmental license, targeted for Q2 F2027. Once approved, the Company will commence the development of access tunnels to facilitate advanced underground exploration and resource definition.
vi) Chaarat Project
The Company paid $92 million to Chaarat to acquire 70% of ZAAV and become the operator, with the Government's company Kyrgyzaltyn holding a 30% free-carried interest. Subsequent to the quarter, the Company paid $60 million to the Kyrgyz government after it issued to ZAAV a new mining license and license agreement extending the valid period of the mining license for a further 30 years from June 25, 2032 to June 25, 2062.
CONFERENCE CALL DETAILS
A conference call to discuss these results will be held on Friday, May 29, at 9:00 am PDT (12:00 pm EDT). To participate in the conference call, please dial the numbers below.
Participants should dial-in 10 – 15 minutes prior to the start time. A replay of the conference call and transcript will be available on the Company's website at www.silvercorpmetals.com.
Mr. Guoliang Ma, P.Geo., Manager of Exploration and Resources of the Company, is the Qualified Person as defined by National Instrument 43-101 – Standards of Disclosure for Mineral Projects ("NI 43-101") and has reviewed and given consent to the technical information contained in this news release.
About Silvercorp
Silvercorp is a Canadian mining company producing silver, gold, lead, and zinc with a long history of profitability and growth potential. The Company's strategy is to create shareholder value by 1) focusing on generating free cash flow from long life mines; 2) organic growth through extensive drilling for discovery; 3) ongoing merger and acquisition efforts to unlock value; and 4) long term commitment to responsible mining and ESG. For more information, please visit our website at www.silvercorpmetals.com.
For further information
Silvercorp Metals Inc.
Lon Shaver
President
Phone: (604) 669-9397
Toll Free 1(888) 224-1881
Email: [email protected]
Website: www.silvercorpmetals.com
ALTERNATIVE PERFORMANCE (NON-GAAP) MEASURES
This news release should be read in conjunction with the Company's Management Discussion & Analysis ("MD&A"), the audited consolidated financial statements and related notes contains therein for the year ended March 31, 2026, which have been posted on SEDAR+ under the Company's profile at www.sedarplus.ca and on EDGAR at www.sec.gov, and are also available on the Company's website at www.silvercorpmetals.com under the Investor section. This news release refers to various alternative performance (non-IFRS) measures, such as adjusted earnings and adjusted earnings per share, EBITDA and EBITDA per share, adjusted EBITDA and adjusted EBITDA per share, free cash flow, cash cost and all-in sustaining cost per ounce of silver, net of by-product credits, cash cost and AISC per tonne of ore processed, silver equivalent, and working capital. The tonnage of ore production refers to wet tonne, containing approximately 2% to 3% moisture. These measures are widely used in the mining industry as a benchmark for performance, but do not have standardized meanings under IFRS as an indicator of performance and may differ from methods used by other companies with similar description. The detailed description and reconciliation of these alternative performance (non-GAAP) measures have been incorporated by reference and can be found under section 12 – Alternative Performance (Non-GAAP) Measures in the MD&A for the year ended March 31, 2026 filled on SEDAR+ at www.sedarplus.ca and EDGAR at www.sec.gov and which is incorporated by reference here in.
This news release includes "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995 and "forward-looking information" within the meaning of applicable securities laws relating to, among other things statements the accuracy of mineral resource and mineral reserve estimates at the Company's material properties; estimates of the Company's revenues and capital expenditures; estimated production from the Company's mines in the Ying Mining District and the GC Mine; timing of receipt of permits and regulatory approvals; availability of funds from production to finance the Company's operations; and access to and availability of funding for future construction, use of proceeds from any financing and development of the Company's properties; the amount of ore to be processed during the Chinese New Year holiday; estimated El Domo and Kuanping mine construction progress, and timing of development ore from the Kuanping project to be available for processing. By their very nature, forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Forward-looking information may in some cases be identified by words such as "will", "anticipates", "expects", "intends" and similar expressions suggesting future events or future performance.
We caution that all forward-looking information is inherently subject to change and uncertainty and that actual results may differ materially from those expressed or implied by the forward-looking information. A number of risks, uncertainties and other factors, including fluctuating commodity prices; recent market events and condition; estimation of mineral resources, mineral reserves and mineralization and metal recovery; interpretations and assumptions of mineral resource and mineral reserve estimates; exploration and development programs; climate change; economic factors affecting the Company; timing, estimated amount, capital and operating expenditures and economic returns of future production; integration of future acquisitions into existing operations; permits and licences for mining and exploration in China; title to properties; non-controlling interest shareholders; acquisition of commercially mineable mineral rights; financing; competition; operations and political conditions; regulatory environment in China; regulatory environment and political climate in Bolivia and Ecuador; integration and operations of Adventus; environmental risks; natural disasters; dependence on management and key personnel; foreign exchange rate fluctuations; insurance; risks and hazards of mining operations; conflicts of interest; internal control over financial reporting as per the requirements of the Sarbanes-Oxley Act; outcome of current or future litigation or regulatory actions; bringing actions and enforcing judgments under U.S. securities laws; cyber-security risks; public health crises; the Company's investment in New Pacific Metals Corp. and Tincorp Metals Inc.; and the other risk factors described in the Company's Annual Information Form and filed with the U.S. Securities and Exchange Commission as part of the Company's Form 40-F and other filings with Canadian and U.S. regulators on www.sedarplus.ca and www.sec.gov; could cause actual results and events to differ materially from those expressed or implied in the forward-looking information or could cause our current objectives, strategies and intentions to change. Accordingly, we warn investors to exercise caution when considering statements containing forward-looking information and that it would be unreasonable to rely on such statements as creating legal rights regarding our future results or plans. We cannot guarantee that any forward-looking information will materialize and you are cautioned not to place undue reliance on this forward-looking information. Any forward-looking information contained in this news release represents expectations as of the date of this news release and is subject to change after such date. However, we are under no obligation (and we expressly disclaim any such obligation) to update or alter any statements containing forward-looking information, the factors or assumptions underlying them, whether as a result of added information, future events or otherwise, except as required by law. All of the forward-looking information in this news release is qualified by the cautionary statements herein.
A comprehensive discussion of other risks that impact Silvercorp can also be found in its public reports and filings under the Company's profile on SEDAR+ at www.sedarplus.ca, on EDGAR at www.sec.gov, and on the Company's website at www.silvercorp.ca.
Cautionary Note to United States Investors Concerning Estimates of Reserves and Resources
Reserve and resource estimates included in this news release have been prepared in accordance with NI 43-101 and the Canadian Institute of Mining, Metallurgy, and Petroleum Definition Standards on Mineral Resources and Mineral Reserves. NI 43-101 is a rule developed by the Canadian Securities Administrators that establishes standards for public disclosure by a Canadian company of scientific and technical information concerning mineral projects. Unless otherwise indicated, all mineral reserve and mineral resource estimates contained in the technical disclosure have been prepared in accordance with NI 43-101 and the Canadian Institute of Mining, Metallurgy and Petroleum Definition Standards on Mineral Resources and Reserves. Canadian standards, including NI 43-101, differ significantly from the requirements of the Securities and Exchange Commission, and mineral reserve and resource information included in this news release may not be comparable to similar information disclosed by U.S. companies.
AI can train and think inside data centers, but without 5G, it can never leave them. While data centers train the models, run inference, and orchestrate automation, AI’s true application lies in physical AI and the Internet of Things (IoT). The IoT is the collection of connected devices that, as of mid-2026, are growing at an accelerating rate. Estimates of how many devices are currently connected vary but tend to fall in the 20-25 billion range, growing at a mid-teens compound annual growth rate.
5G is critical to AI, edge computing, and the IoT because it enables real-time, ultra-low-latency data processing, massive bandwidth, and scalability. Without it, the IoT is dead in the water, a dream of what the Internet might do one day.
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Verizon: Helps Reduce Latency With Verizon 5G EdgeVerizon NYSE: VZ is a standout winner in the AI revolution, as it provides the 5G networks critical to AI applications. The company’s many advantages include the Verizon 5G Edge architecture, which pushes data storage and processing to the network edge, near the source, reducing latency to mere milliseconds, and IoT Managed Services, which helps enterprises launch and manage IoT networks. Other advantages include sharded networks, which enable Verizon to isolate smaller networks within the ecosystem, fine-tuning them for specific needs, including private enterprise networks.
The primary catalyst for VZ stock in 2026 is its CEO shift. CEO Dan Shulman is focused on customer satisfaction and revenue quality, and his success is already evident. Early 2026 earnings results included surprise client wins, reduced churn, and improved profitability, with strengths expected to be sustained as the year progresses. Analysts responded favorably to the news, lifting price targets to the high end of the range and firming market support for the stock.
Verizon’s dividend and value combination make it a winner regardless of its 5G position or its CEO's shift in strategy. The company trades at about 11X earnings, with earnings growth forecast. The dividend yield is approximately 5.8% at recent share prices. Share buybacks are also in the mix, providing shareholders with increasing leverage as the share count is reduced annually.
Cloudflare: Reduces Latency, Critical to Agentic AICloudflare NYSE: NET is critical to the 5G ecosystem and AI because it acts as an intermediary between websites and the people (or agents) that want to access them. Handling 20% to 25% of all internet traffic, Cloudflare is well-positioned, and its revenue shows it. More importantly, its position and long-term strength are reliable, as it is also critical to AI functionality. Its distributed data center network enables a full stack of services across all its servers, in turn enabling ultra-low-latency operations for end users.
The primary catalyst this year is agentic AI. Not only is Cloudflare’s business underpinned by its own agentic offerings, but the proliferation of agents globally is driving increased internet traffic. The company is building new monetization platforms to handle the loads, which often include sustained spikes in data transmission. The net result is accelerating growth, outperformance, and strengthening stock price targets. Upside, as indicated by consensus, is limited, but trends point to the high-end range and 25% upside from May’s support level.
Broadcom: Broad-Based 5G SupportBroadcom NASDAQ: AVGO is critical to 5G and the IoT at all levels, making the chips and much of the critical software infrastructure necessary to enable them. Broadcom’s semiconductor technology ranges from 5G base stations to 5G-enabled devices, with software technology supporting it all. The VMWare acquisition is central to Broadcom’s position, transforming it into a comprehensive platform for telco operators. Its cloud-based platform allows telcos to virtualize hardware, streamline operations, and reduce costs.
Broadcom’s capital return is a testament to the business strength and outlook. The company pays a token dividend, increases it annually, and also buys back shares. The buyback is an operational factor as of mid-2026, following a new $10 billion authorization expected to be completed this year.
Broadcom’s catalysts this year are AI and data centers. The datacenter boom is driving acceleration and outperformance, with 2027 forecast to be another good year. Analysts expect growth expected to sustain at a hyper pace, and the bar is rising. Forecasts for the stock price are also rising, with May revisions pointing to fresh all-time highs, and the market is responding favorably. Q2 price action includes a robust rally and consolidation bearing the hallmarks of a bullish continuation signal. If confirmed, the signal represents more than $120 in upside potential and could push this market toward $550 by Christmas.
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Key Takeaways FSLY and NET both benefit from the rising demand for AI and edge infrastructure. FSLY offers improving profitability, while NET brings greater scale and platform depth. Valuation, execution and growth durability remain key factors for both stocks. Fastly, Inc. (FSLY - Free Report) and Cloudflare, Inc. (NET - Free Report) are important players in edge cloud infrastructure, content delivery, application security and developer platforms. Both companies help enterprises deliver faster, safer and more reliable digital experiences by moving networking, security and compute functions closer to users.
The comparison is timely because both companies recently reported strong first-quarter 2026 results and highlighted AI as a growth catalyst. Fastly, with a market capitalization of nearly $2.6 billion, delivered 20% revenue growth, supported by strong momentum in security and compute, and is working to improve profitability while expanding its platform.
Cloudflare, with a market cap of about $74 billion, is much larger and growing faster, with 34% revenue growth and strong adoption across its connectivity cloud, security and Workers developer platform. The key question is whether Fastly’s performance-focused edge platform and expanding security portfolio can narrow the gap or whether Cloudflare’s scale, broader product suite and AI-driven momentum will keep it ahead.
The Case for FastlyFastly is strengthening its position as a differentiated edge cloud and security platform provider, supported by improving execution, accelerating security adoption and rising AI-driven demand. The company delivered record first-quarter 2026 revenues of $173 million, up 20% year over year, while security revenues surged 47%, significantly outpacing overall growth.
Management highlighted increasing momentum in newer offerings such as bot management, API security and AI-focused products, indicating that Fastly is evolving beyond its legacy content delivery business into a broader platform player. The company’s expanding role in securing and optimizing AI traffic, APIs and edge workloads could become a meaningful long-term growth driver.
Fastly is also showing stronger profitability and execution. Record non-GAAP gross margin of 65.1%, positive operating income and improved cash generation reflect better traffic engineering, disciplined spending and a more efficient infrastructure model. Remaining performance obligations (RPO) rose 63% to $369 million, while net retention improved to 113%, indicating stronger customer expansion and better revenue visibility. The raised full-year guidance further underscores management’s confidence in sustained demand.
Fastly’s programmable edge architecture, strong developer focus and reputation for performance continue to help it win large enterprise customers across media, technology, payments and AI-driven applications. At the same time, risks remain. The company operates in a highly competitive market against larger rivals, and its network services business still faces pricing pressure.
However, accelerating security adoption, improving execution and growing AI relevance are helping Fastly reposition itself as a stronger and more diversified infrastructure platform.
The Case for CloudflareCloudflare continues to strengthen its position as one of the leading connectivity cloud and Internet infrastructure platforms, benefiting from rising demand for cybersecurity, application performance and AI-driven workloads. The company delivered strong first-quarter 2026 results, with revenues rising 34% year over year to $639.8 million, supported by broad-based enterprise adoption and growing traction across its Workers developer platform, Zero Trust security offerings and AI-related services.
Management highlighted that agentic AI and automated Internet traffic are becoming major growth drivers, with Cloudflare increasingly serving as critical infrastructure for AI applications, APIs and developer workloads. The company is seeing rising demand from enterprises looking to optimize, secure and route AI-driven traffic at scale, positioning it well within the evolving Internet ecosystem.
Cloudflare’s scale advantages and integrated platform strategy remain key differentiators. The company now serves more than 4,400 large customers and continues to win larger multi-product enterprise deals across technology, financial services, government and AI-native companies. Its globally distributed network, broad product portfolio and unified architecture allow customers to consolidate vendors while improving performance and security.
The company is also benefiting from growing developer adoption, with more than 5.5 million developers now on its platform, reinforcing long-term ecosystem growth. Operational execution remains solid as well, with strong free cash flow generation, double-digit operating margins and 36% growth in remaining performance obligations, supporting healthy revenue visibility.
At the same time, some near-term pressures remain. Gross margins have moderated due to rapid growth in lower-margin developer and AI-related services, while the company’s AI-first restructuring plan introduces execution risk. Nevertheless, Cloudflare’s strong enterprise momentum, expanding AI opportunity and scalable network platform continue to position it favorably within the global Internet infrastructure market.
Earnings Estimate Trends Favor Both FSLY & NETFor Fastly, the Zacks Consensus Estimate for the current and next fiscal-year earnings per share (EPS) has risen by 23.1% to 32 cents and 5.4% to 39 cents, respectively, over the past 30 days. The estimates imply year-over-year growth of 146.2% and 19.8%, respectively.
Image Source: Zacks Investment Research
Over the past 30 days, the Zacks Consensus Estimate for Cloudflare’s current fiscal year EPS has increased 4.4% to $1.18, while the consensus mark for the next fiscal year has jumped 6.3% to $1.52. These estimates indicate year-over-year growth rates of 26.9% and 28.4%, respectively. Rising earnings estimates reflect improving confidence in both companies’ growth and profitability outlooks, supported by strong demand for AI, security and edge computing solutions.
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FSLY & NET: How Have the Stocks Performed?Over the past year, Fastly shares have surged 128.5%, significantly outperforming the industry’s decline of 11.3%. In comparison, Cloudflare’s stock has gained 27.4%. Fastly has significantly outperformed both Cloudflare and the broader industry over the past year, reflecting growing investor confidence in its turnaround, improving profitability, and expanding AI and security opportunities.
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FSLY vs. NET: Valuation Reflects Different Growth ProfilesFastly trades at a forward price-to-sales ratio of 3.49, above its one-year median of 2.07, suggesting the stock valuation has improved following its sharp rally. However, it still remains below the industry average of 3.8, indicating a relatively more reasonable valuation.
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Cloudflare trades at a much richer forward P/S of 23.62, well above the industry average, reflecting its stronger growth profile, broader scale and premium market positioning. However, the multiple is below its one-year median of 26.39, suggesting some valuation moderation.
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FSLY vs. NET: Which Stock Has the Edge?Both Fastly and Cloudflare are benefiting from powerful long-term trends around AI, cybersecurity and edge computing, but they offer different risk-reward profiles. Fastly looks attractive for those seeking a turnaround story with improving profitability, rising security momentum and a relatively reasonable valuation, while Cloudflare stands out for its greater scale, broader platform capabilities and leadership in AI-driven Internet infrastructure. Overall, Cloudflare appears to be the better bet now, given its stronger long-term competitive position, diversified offerings and deeper enterprise traction.
Both Fastly and Cloudflare currently carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
June 03, 2026 06:30 ET | Source: Perspective Therapeutics, Inc.
SEATTLE, June 03, 2026 (GLOBE NEWSWIRE) -- Perspective Therapeutics, Inc. (“Perspective,” the “Company,” “we,” “us,” and “our”) (NYSE AMERICAN: CATX), a radiopharmaceutical development company pioneering advanced treatments for cancers throughout the body, today announced that the first meningioma patient was dosed with [212Pb]VMT-α-NET in the Company’s ongoing Phase 1/2a study.
The new cohort is intended to evaluate the safety, dosimetry, and preliminary anti-tumor activity of lead-based alpha-particle therapy with [212Pb]VMT-α-NET for meningioma (LEMONαDE). The initiation of the meningioma cohort reflects The Company’s broader strategy to evaluate [212Pb]VMT-α-NET across somatostatin receptor subtype 2 (SSTR2)-expressing tumor types beyond neuroendocrine tumors (NETs).
Meningiomas are the most common primary brain tumors in adults, accounting for ~40% of all central nervous system tumors diagnosed annually in the United States1. Approximately 20% of all diagnosed meningioma cases are grades 2 and 3 by World Health Organization (WHO) 2021 grading,2 while approximately 30% of patients with diagnosed grade 1 disease either have inoperable disease or experience recurrence of their disease.3 Although surgery and radiation remain standard treatments, patients with recurrent, progressive, or unresectable disease often face limited therapeutic options and poor long-term outcomes.2 Meningiomas consistently express SSTR24, making them an attractive target for targeted radiopharmaceutical therapy.
About [212Pb]VMT-α-NET
Perspective designed [212Pb]VMT-α-NET to target and deliver 212Pb to tumor sites expressing SSTR2. The Company is conducting a multi-center, open-label, dose-escalation, dose-expansion study (clinicaltrials.gov identifier NCT05636618) of [212Pb]VMT-α-NET in patients with unresectable or metastatic SSTR2-positive tumors who have not received prior radiopharmaceutical therapies (RPT).
Interim analysis with a data cut-off date of April 17, 2026 was recently reported at the 2026 American Society of Clinical Oncology (ASCO) Annual Meeting in May 2026, including efficacy data on half of the patients in Cohort 2 and both patients in Cohort 1. Initial efficacy data for the remaining patients in Cohort 2 and eight patients in Cohort 3 are pending, and submissions for presentations at additional medical conferences during 2026 are planned.
About Perspective Therapeutics, Inc.
Perspective Therapeutics, Inc. is a radiopharmaceutical development company pioneering advanced treatments for cancers throughout the body. The Company has proprietary technology that utilizes the alpha-generating isotope 212Pb to deliver powerful radiation specifically to cancer cells via specialized targeting moieties. The Company is also developing complementary imaging techniques that incorporate the same targeting moieties, which provides the opportunity to personalize treatment and optimize patient outcomes. This "theranostic" approach enables visualization of the specific tumor and subsequent treatment, potentially improving efficacy and minimizing toxicity.
The Company is advancing a portfolio of clinical-stage programs in the U.S., including VMT-α-NET (neuroendocrine tumors), VMT01 (melanoma), and PSV359 (solid tumors).
The Company is expanding its regional finished drug product candidate supply network, enabled by its proprietary 224Ra/212Pb generator platform used to manufacture clinical drug product candidates, to support the delivery of patient-ready drug product candidates for clinical trials and, if approved, commercial operations.
For more information, please visit the Company's website at www.perspectivetherapeutics.com.
Safe Harbor Statement
This press release contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995. Statements in this press release that are not statements of historical fact are forward-looking statements. Words such as "may," "will," "should," "expect," "plan," "anticipate," "could," "intend," "target," "project," "estimate," "believe," "predict," "potential," or "continue" or the negative of these terms or other similar expressions are intended to identify forward-looking statements, though not all forward-looking statements contain these identifying words. Forward-looking statements in this press release include statements concerning, among other things, the Company’s preclinical and clinical development plans and the expected timing for the release of additional data from its clinical programs; the Company’s beliefs that its product candidates address certain unmet medical needs; the Company’s expectations regarding regulatory pathways for its product candidates; the Company’s expectations regarding its interactions with regulatory agencies and the expected timing thereof; the Company’s regional distribution and manufacturing capabilities; and other statements that are not historical fact.
The Company may not actually achieve the plans, intentions, or expectations disclosed in the forward-looking statements, and you should not place undue reliance on the forward-looking statements. These forward-looking statements involve risks and uncertainties that could cause the Company's actual results to differ materially from the results described in or implied by the forward-looking statements. Known risk factors include that the Company’s clinical trials may be more costly or take longer to complete than anticipated, or may never be completed, or may not generate results that warrant future development of the tested product candidate; the Company may elect to change its strategy regarding its product candidates and clinical development activities; economic and market conditions may worsen; and risks related to the sufficiency of the Company’s cash resources for its future operating expenses and capital expenditures. A more complete discussion of the risks and uncertainties facing the Company appears under the heading “Risk Factors” in the Company’s most recent Annual Report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”), in the Company’s other filings with the SEC, and in the Company’s future reports to be filed with the SEC and available at www.sec.gov. Forward-looking statements contained in this news release are made as of this date. Unless required to do so by law, we undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.
Media and Investor Relations Contacts:
1 Price M, Ballard CAP, Benedetti JR, Kruchko C, Barnholtz-Sloan JS, Ostrom QT. CBTRUS Statistical Report: Primary Brain and Other Central Nervous System Tumors Diagnosed in the United States in 2018-2022. Neuro Oncol. 2025;27(Supplement_4):iv1-iv66. doi:10.1093/neuonc/noaf194
2 Wang JZ, Landry AP, Raleigh DR, et al. Meningioma: International Consortium on Meningiomas consensus review on scientific advances and treatment paradigms for clinicians, researchers, and patients. Neuro Oncol. 2024;26(10):1742-1780. doi:10.1093/neuonc/noae082
3 Han T, Liu X, Zhou J. Progression/Recurrence of Meningioma: An Imaging Review Based on Magnetic Resonance Imaging. World Neurosurg. 2024;186:98-107. doi:10.1016/j.wneu.2024.03.051
4 Agopiantz M, Carnot M, Denis C, Martin E, Gauchotte G. Hormone Receptor Expression in Meningiomas: A Systematic Review. Cancers (Basel). 2023;15(3):980. Published 2023 Feb 3. doi:10.3390/cancers15030980
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced it has acquired VoidZero, the open source-first company behind the next-generation JavaScript tooling ecosystem Vite. The acquisition will unify VoidZero’s high-performance tooling — including the Vite build tool, Vitest test runner, Rust-based Rolldown bundler and Oxc toolchain — natively into the Cloudflare ecosystem. By merging Cloudflare’s global edge network and Workers developer platform with the modern web's industry-standard toolchain, Cloudflare is creating a frictionless, one-click deployment stack from local code straight to Cloudflare’s global network.
Vite, Rolldown, Oxc, and Vitest will remain open source, vendor-agnostic and community-driven.
Share Application development is undergoing a fundamental shift. The rise of autonomous AI coding agents has ushered in an era of rapid application scaffolding where speed and local-to-production predictability are paramount. VoidZero’s toolchain, anchored by Vite, has emerged as the shared substrate for the web ecosystem, capturing over 130 million weekly downloads. The Cloudflare Vite plugin has reached 13.9 million weekly downloads — equivalent to more than 10% of Vite’s entire weekly volume — proving that developers are already choosing this combined stack for AI-coded applications.
"The best engineers I know are shipping more code than ever, and writing less of it by hand. AI is doing more of the typing — so everything around it has to keep up,” said Matthew Prince, co-founder and CEO of Cloudflare. "Evan and his team built Vite from scratch with the same philosophy we used to build Cloudflare: strip out the bloat and make it fast. Bringing them on board gives millions of developers, and the AI agents working alongside them, the fastest path from local code to our global network.”
VoidZero’s team of open source creators and Rust optimization specialists, led by widely recognized Vue.js and Vite creator Evan You, will join Cloudflare’s Emerging Technology and Incubation (ETI) organization. The team will continue to advance VoidZero's open source roadmap while accelerating deep integration with the Cloudflare Workers developer platform.
"Our mission at VoidZero has always been to eliminate the fragmentation and performance bottlenecks of the modern web stack," said Evan You, founder and CEO of VoidZero. "Cloudflare shares our obsession with speed and architectural purity. Joining forces allows us to keep the Vite ecosystem neutral, open, and vendor-agnostic, while giving us the resources and global infrastructure to supercharge the developer experience for millions of engineers worldwide."
By integrating VoidZero’s hyper-performant, Rust-based tooling directly into Cloudflare’s Workers developer platform, Cloudflare will unify the entire software development lifecycle. Developers and autonomous AI agents alike will be able to move from an idea to global production instantly via a native, pluggable vite deploy ecosystem. Through this acquisition, Cloudflare plans to drive a project-centric development paradigm, focusing on three core initiatives:
Unify the Developer Pipeline: Align the Cloudflare CLI natively with the seamless Vite workflow developers already love, bringing a frictionless end-to-end experience to every creator. Enable Intent-Based Infrastructure: Evolve toward a workflow where a single Vite deploy command handles everything. If application logic declares a need for a database or an object store, a Vite application with Cloudflare integration will automatically detect that intent and natively provision Cloudflare resources like D1 or R2 — with no manual dashboard intervention required. Maintain Open Source Steward Neutrality: Vite, Rolldown, Oxc, and Vitest will remain open source, vendor-agnostic and community-driven. Vite, Vitest, Rolldown, Oxc, and Vite+ will remain strictly open source under MIT licenses. Cloudflare is committing $1 million to a new independent Vite ecosystem fund to support community maintainers and contributors who are independent of both VoidZero and Cloudflare. "At Lovable, we are empowering developers to build and deploy full-stack applications at unprecedented scale. An open and predictable toolchain is absolutely critical to that mission. As agents handle increasingly complex, real-time tasks, they require an underlying architecture that is performant and modular,” said Fabian Hedin, CTO and co-founder of Loveable. “By building our automated pipeline on Vite and leveraging its open ecosystem, we’ve been able to radically accelerate how AI agents generate, compile, and ship code. We have worked closely with the Cloudflare and VoidZero teams, and we’re excited to continue supporting and benefiting from the ecosystem they’ve helped create. Open-source infrastructure like Vite plays a critical role in the future of software development, and we’re encouraged to see its development remain independent and transparent.”
To learn more, please check out the resources below:
Cloudflare Blog: VoidZero is joining Cloudflare About Cloudflare
Cloudflare, Inc. (NYSE: NET) is the leading connectivity cloud company. It empowers organizations to make their employees, applications and networks faster and more secure everywhere, while reducing complexity and cost. Cloudflare’s connectivity cloud delivers the most full-featured, unified platform of cloud-native products and developer tools, so any organization can gain the control they need to work, develop, and accelerate their business.
Powered by one of the world’s largest and most interconnected networks, Cloudflare blocks billions of threats online for its customers every day. It is trusted by millions of organizations – from the largest brands to entrepreneurs and small businesses to nonprofits, humanitarian groups, and governments across the globe.
Learn more about Cloudflare’s connectivity cloud at cloudflare.com/connectivity-cloud. Learn more about the latest Internet trends and insights at radar.cloudflare.com.
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Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which statements involve substantial risks and uncertainties. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,” “should,” “expect,” “explore,” “plan,” “anticipate,” “could,” “intend,” “target,” “project,” “contemplate,” “believe,” “estimate,” “predict,” “potential,” or “continue,” or the negative of these words, or other similar terms or expressions that concern Cloudflare’s expectations, strategy, plans, or intentions. However, not all forward-looking statements contain these identifying words. Forward-looking statements expressed or implied in this press release include, but are not limited to, statements regarding the capabilities and effectiveness of Cloudflare’s Workers developer platform and other products technology and VoidZero‘s products and technology, the benefits to Cloudflare’s customers from using Cloudflare’s Workers developer platform and other products technology and VoidZero‘s products and technology, the timing of when Cloudflare’s Workers developer platform and VoidZero’s products and technology and or any of their related features will be fully integrated and generally available to all current and potential Cloudflare customers, the potential timing of the closing of Cloudflare’s acquisition of VoidZero, Cloudflare’s plans and objectives for, and the timing of, the integration of VoidZero’s products and technology into Cloudflare’s Workers developer platform, Cloudflare’s technological development, future operations, growth, initiatives, or strategies, and comments made by Cloudflare’s CEO and others. Actual results could differ materially from those stated or implied in forward-looking statements due to a number of factors, including but not limited to, risks detailed in Cloudflare’s filings with the Securities and Exchange Commission (SEC), including Cloudflare’s Quarterly Report on Form 10-Q filed on May 8, 2026, as well as other filings that Cloudflare may make from time to time with the SEC.
The forward-looking statements made in this press release relate only to events as of the date on which the statements are made. Cloudflare undertakes no obligation to update any forward-looking statements made in this press release to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law. Cloudflare may not actually achieve the plans, intentions, or expectations disclosed in Cloudflare’s forward-looking statements, and you should not place undue reliance on Cloudflare’s forward-looking statements.
Cloudflare (NET - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this web security and content delivery company have returned +4.6% over the past month versus the Zacks S&P 500 composite's +5.5% change. The Zacks Internet - Software industry, to which Cloudflare belongs, has gained 5.9% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Cloudflare is expected to post earnings of $0.26 per share, indicating a change of +23.8% from the year-ago quarter. The Zacks Consensus Estimate has changed -2.9% over the last 30 days.
The consensus earnings estimate of $1.18 for the current fiscal year indicates a year-over-year change of +26.9%. This estimate has changed +96.4% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $1.52 indicates a change of +28.4% from what Cloudflare is expected to report a year ago. Over the past month, the estimate has changed +6.3%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Cloudflare is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Cloudflare, the consensus sales estimate for the current quarter of $665.37 million indicates a year-over-year change of +29.9%. For the current and next fiscal years, $2.81 billion and $3.59 billion estimates indicate +29.7% and +27.6% changes, respectively.
Last Reported Results and Surprise HistoryCloudflare reported revenues of $639.76 million in the last reported quarter, representing a year-over-year change of +33.5%. EPS of $0.25 for the same period compares with $0.16 a year ago.
Compared to the Zacks Consensus Estimate of $621.91 million, the reported revenues represent a surprise of +2.87%. The EPS surprise was +8.7%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Cloudflare is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Cloudflare. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Cloudflare (NET - Free Report) closed the most recent trading day at $250.11, moving -6.9% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 2.65%. Meanwhile, the Dow experienced a drop of 1.35%, and the technology-dominated Nasdaq saw a decrease of 4.18%.
Prior to today's trading, shares of the web security and content delivery company had gained 4.61% lagged the Computer and Technology sector's gain of 10.37% and the S&P 500's gain of 5.47%.
Investors will be eagerly watching for the performance of Cloudflare in its upcoming earnings disclosure. On that day, Cloudflare is projected to report earnings of $0.26 per share, which would represent year-over-year growth of 23.81%. Meanwhile, our latest consensus estimate is calling for revenue of $665.37 million, up 29.87% from the prior-year quarter.
NET's full-year Zacks Consensus Estimates are calling for earnings of $1.18 per share and revenue of $2.81 billion. These results would represent year-over-year changes of +26.88% and +29.72%, respectively.
Investors should also take note of any recent adjustments to analyst estimates for Cloudflare. These revisions typically reflect the latest short-term business trends, which can change frequently. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 96.43% higher. Cloudflare is holding a Zacks Rank of #3 (Hold) right now.
With respect to valuation, Cloudflare is currently being traded at a Forward P/E ratio of 226.79. This denotes a premium relative to the industry average Forward P/E of 18.84.
We can additionally observe that NET currently boasts a PEG ratio of 8.45. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Internet - Software industry had an average PEG ratio of 1.06 as trading concluded yesterday.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 82, placing it within the top 34% of over 250 industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, June 9, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Cloudflare (NET - Free Report) .
Cloudflare currently has an average brokerage recommendation (ABR) of 1.69, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 32 brokerage firms. An ABR of 1.69 approximates between Strong Buy and Buy.
Of the 32 recommendations that derive the current ABR, 21 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 65.6% and 6.3% of all recommendations.
Brokerage Recommendation Trends for NET
Check price target & stock forecast for Cloudflare here>>>
The ABR suggests buying Cloudflare, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Should You Invest in NET?In terms of earnings estimate revisions for Cloudflare, the Zacks Consensus Estimate for the current year has increased 157.9% over the past month to $1.2.
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Cloudflare. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for Cloudflare may serve as a useful guide for investors.
Cloudflare (NET - Free Report) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.
Analysts' growing optimism on the earnings prospects of this web security and content delivery company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
For Cloudflare, strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsThe company is expected to earn $0.27 per share for the current quarter, which represents a year-over-year change of +28.6%.
The Zacks Consensus Estimate for Cloudflare has increased 37.14% over the last 30 days, as one estimate has gone higher compared to no negative revisions.
Current-Year Estimate RevisionsFor the full year, the earnings estimate of $1.20 per share represents a change of +29.0% from the year-ago number.
In terms of estimate revisions, the trend for the current year also appears quite encouraging for Cloudflare. Over the past month, two estimates have moved higher compared to no negative revisions, helping the consensus estimate increase 157.9%.
Favorable Zacks RankOur research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineInvestors have been betting on Cloudflare because of its solid estimate revisions, as evident from the stock's 13.8% gain over the past four weeks. As its earnings growth prospects might push the stock higher, you may consider adding it to your portfolio right away.
Fortinet (NASDAQ:FTNT | FTNT Price Prediction) just received an analyst downgrade from DZ Bank, with the firm moving to a Hold rating and a $125 price target. The same DZ Bank team simultaneously cut CrowdStrike (NASDAQ:CRWD) to Sell with a $500 price target, signaling a broader cautious turn on cybersecurity. For prudent investors, the move suggests valuation discipline is back in vogue after a torrid run in the group.
Fortinet stock trades near $126 and is up 59% year to date (YTD). That rally is the backdrop for DZ Bank’s price target cut and rating change.
Ticker Company Firm Action Old Rating New Rating Old Target New Target FTNT Fortinet DZ Bank Downgrade N/A Hold N/A $125 The Analyst’s Case DZ Bank’s downgrade reflects a more cautious near-term stance on cybersecurity after the group has run hard. The parallel CrowdStrike Sell rating reinforces the view that this is a sector-wide call reaching beyond Fortinet alone.
The bear case rests on maturing product refresh cycles, competitive pressure from CrowdStrike, Zscaler (NASDAQ:ZS), and Palo Alto Networks (NASDAQ:PANW), alongside valuation concerns after Fortinet’s surge. Share-take risk in the firewall market remains a structural overhang on the stock.
Company Snapshot Fortinet is a firewall and Secure Access Service Edge (SASE) platform leader, holding 55% unit market share in firewalls. Q1 FY2026 revenue grew 20% year over year (YoY) to $1.85 billion, with non-GAAP earnings per share of $0.82 topping the $0.62 consensus.
Fortinet also raised its full-year guidance, with FY2026 revenue now projected at $7.71 billion to $7.87 billion and non-GAAP EPS of $3.10 to $3.16. Free cash flow hit a record $1.01 billion in the quarter, underscoring the cash generation thesis.
Why the Move Matters Now The valuation math is an issue for Fortinet. The stock trades at a P/E ratio of 49x with a forward P/E ratio of 41x, well above the broad market and reflective of the YTD surge.
Peer benchmarks tell a similar story. CrowdStrike trades on a forward P/E ratio of 109x, leaving the entire group vulnerable to multiple compression if growth decelerates.
What It Means for Your Portfolio Long-term holders of Fortinet stock still have a durable bull case: persistent demand for network security, AI-driven security workloads, an attractive cash flow profile, and an ongoing transition to subscription-based revenue. Fortinet CEO Ken Xie asserted, “Billings grew 31% year over year, driven by the continued convergence of networking and security.”
However, the analyst downgrade is a reasonable prompt to trim oversized Fortinet positions and rebalance. Prudent investors might pair Fortinet exposure with peers like Zscaler, whose stock is down 22% YTD and offers a different risk profile.
Keep an eye on Fortinet stock through the next earnings cycle. The price target cut signals the easy money may be made, though Fortinet’s franchise and cash generation remain very much intact.
Josh Brown has added three cybersecurity names, Fortinet, Palo Alto Networks, and CrowdStrike, to his closely watched “best stocks in the market” portfolio.
Cybersecurity stands as the singular, non-negotiable line item in corporate IT budgets, immune to macroeconomic tightening.
Interestingly, the rapid advancement of artificial intelligence (AI) has fortified the sector’s growth trajectory rather than threatening it.
As AI accelerates the sophistication of global hacking capabilities, enterprise clients are materially scaling their defensive infrastructure – transforming the following three specialized cybersecurity stocks into indispensable digital utilities.
Josh Brown was drawn to Fortinet following a dramatic, clean “technical breakout” that decisively shattered an 18-month descending channel.
After compressed price action found consistent support in the $83 to $88 range, a massive first-quarter (Q1) earnings surprise exploded the stock past prior all-time highs to $124.
This powerful move pushed FTNT shares above its 50-day and 200-day moving averages (MAs) for the first time in a year and a half.
While its blistering relative strength index (RSI) of 85 indicates a highly overbought condition that requires near-term price digestion, the sheer velocity of the breakout confirms institutional accumulation, making it a premier addition to the elite momentum list.
That said, Wall Street currently rates Fortinet stock at “hold” only.
Palo Alto Networks stock earned its spot on the list through a decisive, come-from-behind victory that validated its aggressive “platformization” strategy.
Josh Brown highlighted the chart’s powerful trend momentum after the stock carved out a long, choppy base and cleared heavy resistance in the $180 to $190 range.
Backed by an absolute gusher of an earnings quarter, PANW embarked on a historic parabolic run – surging 71% in just 57 trading days to hit $245.
With an RSI of 86 reflecting sustained, multi-month trend momentum rather than a short-term squeeze, PANW successfully absorbed overhead supply, establishing a robust technical foundation built for long-term continuation.
Unlike FTNT, Wall Street analysts are also positive on PANW shares currently, with a consensus rating of “strong buy”.
As a core personal holding, CrowdStrike stock stands out to Josh Brown as a “top-tier” investment that shrugged off tech disruption fears to achieve scalding hot momentum.
After enduring a deep correction into the low $300s, CRWD shares formed a classic accumulation base characterized by higher lows.
CrowdStrike then exploded out of this coiling structure with immense authority, clearing previous highs to trade at a record $607.
Backed by an RSI of 83 and a powerful volume pattern, Brown views this breakout into all-time highs as a genuine institutional rotation, anchored firmly above its 50-day moving average and perfectly positioned for further structural upside.
Wall Street analysts currently rate CrowdStrike Holdings Inc at “moderate buy”.
On May 22, 2026, Fortinet Inc FTNT shares rose 3.5% today, bringing the current price to $133.93. The stock has shown significant price movement recently, with a 52-week range of $70.12 to $134.19.
GF Value™ verdict: Current price is $133.93 vs GF Value™ of $97.65, indicating the stock is 37.2% overvalued.GF Score™ of 94/100 suggests a strong overall performance based on key financial metrics.Notable signal: Insiders sold $1.0M worth of shares in the last 3 months, with no buying activity reported. Is FTNT Overvalued or Undervalued? According to the GF Value™, Fortinet Inc is currently overvalued. The stock is trading at $133.93, significantly above the estimated fair value of $97.65, creating a margin of safety that is notably absent. The GF Valuation label classifies the stock as significantly overvalued, which implies that the current price may not be justified by the underlying fundamentals. The risk associated with investing in FTNT at this price point is that potential future returns may be diminished if the stock corrects towards its intrinsic value.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the disparity between FTNT's market price and its GF Value™, investors may need to exercise caution when considering entry points into this stock.
How Does FTNT's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 51.7x 46.9x Forward P/E 42.7x - FTNT's current P/E ratio of 51.7x is 10% above its 5-year median P/E of 46.9x, indicating that the stock is trading above its historical valuation. This analysis aligns with the GF Value™ verdict, reinforcing the notion that the stock is significantly overvalued at its current price.
What Does FTNT's GF Score™ Tell Us? Metric Rating GF Score™ 94 Financial Strength 8/10 Profitability 10/10 Growth 10/10 Valuation 5/10 Momentum 5/10 The GF Score™ of 94/100 indicates that Fortinet Inc demonstrates strong performance in multiple areas. Notably, it scores 10/10 in both Profitability and Growth, which are its strongest aspects, suggesting robust operational efficiencies and potential for future expansion. However, the Valuation and Momentum rankings of 5/10 indicate a more neutral stance in those areas, highlighting the need for caution regarding its current price levels.
What Are Insiders Doing with FTNT Stock? Recent insider activity reveals that insiders sold $1.0M worth of shares in the past three months, with no buying activity reported during that period. This selling may suggest a lack of confidence among insiders regarding the stock's immediate prospects, which could be a cautionary signal for potential investors.
What This Means for Investors Based on the GF Value™, Fortinet Inc is classified as overvalued at its current price of $133.93. With a fair value estimate of $97.65, the stock appears to be trading significantly above its intrinsic value, presenting potential risks for investors. Caution is advised when considering investment decisions in light of this valuation assessment.
For the complete analysis, visit the Fortinet Inc FTNT stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is FTNT's GF Score™?
FTNT has a GF Score™ of 94/100, which indicates a strong overall performance based on financial metrics and historical data.
Is FTNT overvalued or undervalued?
FTNT is overvalued with a current price of $133.93 compared to a GF Value™ of $97.65, marking it as significantly overvalued.
What is FTNT's P/E ratio?
FTNT's P/E ratio is currently 51.7x, which is 10% above its 5-year median P/E of 46.9x, indicating that the stock is trading above its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Fortinet: Steadily Growing RevenueFortinet (FTNT +0.89%) primarily generates revenue by selling network security hardware, software licenses, and ongoing subscription services to diverse global enterprises.
While introducing new enterprise firewall hardware and facing some shareholder investigations, it reported an approximately 29% net income margin for the quarter ended March 31, 2026.
Palo Alto Networks: Maintaining the Revenue LeadPalo Alto Networks (PANW +0.02%) provides advanced firewall appliances and cloud-based cybersecurity subscription services to large businesses and government entities around the world.
It recently finalized multiple corporate acquisitions and addressed critical software vulnerabilities, and it generated an approximately 17% net income margin for the quarter ended Jan. 31, 2026.
Why Revenue Matters for Retail InvestorsRevenue helps individual investors clearly understand the total sales a business generates before any operating expenses are subtracted. It enables investors to gauge raw business scale and growth.
Image source: The Motley Fool.
Quarterly Revenue for Fortinet and Palo Alto NetworksQuarter (Period End)Fortinet RevenuePalo Alto Networks RevenueQ2 2024$1.4 billion (period ended June 2024)$2.0 billion (period ended April 2024)Q3 2024$1.5 billion (period ended Sept. 2024)$2.2 billion (period ended July 2024)Q4 2024$1.7 billion (period ended Dec. 2024)$2.1 billion (period ended Oct. 2024)Q1 2025$1.5 billion (period ended March 2025)$2.3 billion (period ended Jan. 2025)Q2 2025$1.6 billion (period ended June 2025)$2.3 billion (period ended April 2025)Q3 2025$1.7 billion (period ended Sept. 2025)$2.5 billion (period ended July 2025)Q4 2025$1.9 billion (period ended Dec. 2025)$2.5 billion (period ended Oct. 2025)Q1 2026$1.8 billion (period ended March 2026)$2.6 billion (period ended Jan. 2026)Data source: Company filings. Data as of May 19, 2026.
Foolish TakeAs the revenue numbers reveal, Palo Alto Networks is the larger cybersecurity company compared to Fortinet. Even so, Fortinet’s business is growing faster, as demonstrated by its first quarter revenue of $1.8 billion, which represents a 20% year-over-year increase. Its cybersecurity rival experienced 15% year-over-year growth to $2.6 billion in its fiscal second quarter ended Jan. 31.
Since both companies experienced excellent sales growth in their latest quarterly results, their stock prices have soared. Fortinet shares hit a 52-week high of $134.19 on May 22 while Palo Alto Networks stock reached a high of $261.41 that same day.
This is a dramatic reversal from the first quarter, when Wall Street became fearful artificial intelligence would take away business from cybersecurity companies, which led to a sell-off across the sector. As one of the bigger enterprises in the industry, Palo Alto Networks stock slumped to a 52-week low of $139.57 on Feb. 24.
In Q2, investors have come to realize those Q1 fears were overblown. In fact, the AI era means cybersecurity is more important, not less. As organizations become reliant on AI, hackers can more easily disrupt operations without the likes of Palo Alto Networks and Fortinet to protect them. Their outstanding year-over-year revenue growth illustrates customer demand remains strong in the cybersecurity sector.
