Track market-moving stories before they get noisy

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ZoomInfo has made GTM.AI generally available as the verified data foundation that grounds AI agents across the go-to-market ecosystem, from Claude, ChatGPT, Microsoft Copilot to Salesforce Agentforce, HubSpot Breeze, and dozens more, in continuously verified B2B intelligence.

VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has confirmed the general availability of GTM.AI, the headless GTM context layer and the API and Model Context Protocol home that makes the company's verified intelligence natively accessible to AI agents across the tools go-to-market teams already use. Through one connection, that verified intelligence now reaches dozens of surfaces including:

GTM.AI is ZoomInfo's headless GTM context layer, the verified data foundation for AI agents.

Share Frontier AI assistants: Claude, ChatGPT, Microsoft Copilot Agentic CRM and orchestration platforms: Salesforce Agentforce, HubSpot Breeze, Microsoft Copilot Studio, and IBM watsonx Orchestrate. Sales execution and engagement tools: Outreach AI, Nooks AI, Gong, and LeanData. Data and agent platforms: Google ADK, Dust, Glean, Databricks, and Google’s Agent Development Kit. Any connected agent can ground its work in the same continuously verified data that powers the world's largest revenue organizations, without rebuilding pipelines, without scraping, and without compromising on compliance.

Go-to-market is being rebuilt in real time. The teams pulling ahead are not the ones with the most tools, they are the ones whose AI is grounded in the cleanest, most verified data, wired into every workflow they run.

The depth and breadth AI agents in GTM actually need. Frontier models are exceptional at reasoning, but they are constrained by what they can access. The ceiling on agentic go-to-market is not model intelligence. It is the quality, freshness, and structure of the data the model can call. The GTM Context Graph behind GTM.AI resolves 100 million companies, 500 million contacts, billions of buying signals, and identity-resolved IP-to-organization pairings into one connected graph, so every record resolves to every other record. When an agent asks for VP-level marketing leaders at fast-growing fintechs that moved their data warehouse to Snowflake and have a champion who just changed jobs, the system returns a verified, contactable, signal-ranked list in a single call.

One GTM context layer, available everywhere work happens. The Model Context Protocol, the open standard for connecting AI systems to external data and tools, has become the connective tissue of the agentic era. ZoomInfo's MCP implementation positions GTM.AI as the headless context layer beneath every connected agent, exposing company search, contact discovery, real-time enrichment, intent retrieval, and AI-powered recommendation, each governed by the customer's existing data entitlements and permissions. Inside Claude, an analyst can build a target account list, enrich it with verified contacts, and produce a buying-committee map in one conversation. Inside ChatGPT, a seller can prep a discovery call by pulling org structure, news, intent signals, and direct dials without leaving the chat. Inside Salesforce Agentforce or HubSpot Breeze, an autonomous agent can prospect against verified accounts instead of stale CRM records. Same verified intelligence, same GTM Context Graph, whichever surface the work happens on.

B2B data decays fast. By widely cited industry estimates, roughly 70 percent of contact data goes stale every year, and that decay is fatal to agentic workflows. An agent acting on stale data does not just produce a bad outcome. It produces bad outcomes at machine speed and scale. ZoomInfo's verification methodology, built on proprietary collection technology, machine learning, public-source signal processing, and a contributory network, is what allows agents to act with confidence. Forrester has named ZoomInfo a Leader in Intent Data Providers, citing the largest research and development investment of any provider. Enterprise compliance is built in across ISO 27701, ISO 27001, SOC 2 Type II, and TRUSTe GDPR.

For the go-to-market operator, the implication is direct. The AI tools your teams already use, whether that is Claude or ChatGPT for research, Microsoft Copilot for execution, Salesforce Agentforce or HubSpot Breeze for autonomous prospecting, or Outreach AI and Nooks AI for engagement, can now operate against the same source of truth. You do not need a new workflow. You need a better version of the one you already have. GTM.AI, ZoomInfo's headless GTM context layer, is generally available to ZoomInfo customers, with setup guides and full developer documentation for the MCP server and APIs available at gtm.ai.

About ZoomInfo

ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, enables sales, marketing, and customer success teams to execute their go-to-market strategy with confidence. Powered by the industry's most comprehensive B2B data, including more than 100 million companies, 500 million contacts, and billions of signals, ZoomInfo delivers the intelligence, automation, and integrations that modern revenue teams need to identify, engage, and convert their best buyers.

GTM.AI is ZoomInfo's headless GTM context layer. It is the API and Model Context Protocol home for AI agents, powering integrations across Salesforce Agentforce, HubSpot Breeze, Microsoft Copilot, Claude, ChatGPT, and dozens more.

Learn more at zoominfo.com and gtm.ai.

More News From ZoomInfo

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NEW YORK, June 02, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of ZoomInfo Technologies Inc. (“ZoomInfo” or the “Company”) (NASDAQ: GTM).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether ZoomInfo and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On May 11, 2026, ZoomInfo reported its financial results for the first quarter of 2026.  Among other items, ZoomInfo significantly lowered its full-year 2026 revenue guidance to a range of $1.185 billion to$1.205 billion, well below consensus estimates of $1.26 billion, implying a revenue decline of roughly 4% against prior expectations for modest growth.  ZoomInfo also announced a restructuring that will eliminate approximately 600 positions, or around 20% of its workforce.  Multiple analysts subsequently downgraded ZoomInfo. 

On this news, ZoomInfo’s stock price fell $1.98 per share, or 32.78%, to close at $4.06 per share on May 12, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

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ZoomInfo has made its verified GTM intelligence available inside Claude through GTM.AI, so ZoomInfo customers get verified company, contact, and signal data directly inside Claude.ai and Claude Code.

VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has made its verified go-to-market data available inside Claude, Anthropic's frontier AI assistant. Through a native connector ZoomInfo published in the Claude connector directory, ZoomInfo customers can now pull verified company, contact, and buying-signal data directly into their Claude conversations. The infrastructure underneath is GTM.AI, ZoomInfo's headless GTM context layer.

ZoomInfo's verified GTM data is now available inside Claude and Claude Code, so teams can research accounts, build lists, and run agentic workflows on the GTM Context Graph, powered by GTM.AI.

Share GTM.AI exposes ZoomInfo's verified data and agentic orchestration through API and Model Context Protocol (MCP), the open standard Anthropic created, so any platform, agent, or workflow can plug in. The data backbone is the GTM Context Graph, which holds identity-resolved records on more than 100 million companies, 500 million contacts, and billions of buying signals, continuously refreshed and continuously queryable. Claude reads from that graph rather than from whatever a user pastes into a prompt.

ZoomInfo Intelligence Now Available Inside Claude. ZoomInfo customers connect their entitlement to Claude through the native connector listed in the Claude.ai connector directory. Once connected, a user asking Claude about a company, a contact, or a target account gets verified ZoomInfo data inside the response. Firmographics, technographics, contact records, and buying signals appear in the conversation. The same connector is also available inside Claude Code.

You ask for what you need in plain language, the way you would a coworker. A rep can ask Claude to map the decision makers at a target account, build a contact list with verified titles and company context, or check a company's tech stack and recent buying signals, and the connector returns ZoomInfo's verified records inside the answer. In Claude Code, the same connector becomes a building block for agentic GTM workflows. A GTM operator can build an agent that researches a target list, enriches the contacts, and scores the accounts in one run, with every step calling ZoomInfo through MCP for verified data.

Claude joins dozens of completed integrations on GTM.AI, alongside Salesforce Agentforce, HubSpot Breeze, Microsoft Copilot, Gong, LeanData, Glean, ChatGPT, and Google. The same governance applies everywhere. Access control, permissioning, data lineage, AI policy, and audit logging run consistently across every surface that consumes GTM.AI. The Claude integration inherits that posture. Customers maintain one governance plane across ZoomInfo, Claude, and the rest of their GTM stack.

The connector is available now to ZoomInfo customers with a Claude.ai or Claude Code account, and is configured inside Claude.ai and Claude Code.

About ZoomInfo

ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, enables sales, marketing, and customer success teams to execute their go-to-market strategy with confidence. Powered by the industry's most comprehensive B2B data, including more than 100 million companies, 500 million contacts, and billions of signals, ZoomInfo delivers the intelligence, automation, and integrations that modern revenue teams need to identify, engage, and convert their best buyers.

GTM.AI is ZoomInfo's headless GTM context layer. It is the API and Model Context Protocol home for AI agents, powering integrations across Salesforce Agentforce, HubSpot Breeze, Microsoft Copilot, Claude, ChatGPT, and dozens more.

Learn more at zoominfo.com and gtm.ai.

More News From ZoomInfo

Back to Newsroom

NEW YORK, June 09, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of ZoomInfo Technologies Inc. (“ZoomInfo” or the “Company”) (NASDAQ: GTM).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether ZoomInfo and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.

[Click here for information about joining the class action]

On May 11, 2026, ZoomInfo reported its financial results for the first quarter of 2026.  Among other items, ZoomInfo significantly lowered its full-year 2026 revenue guidance to a range of $1.185 billion to$1.205 billion, well below consensus estimates of $1.26 billion, implying a revenue decline of roughly 4% against prior expectations for modest growth.  ZoomInfo also announced a restructuring that will eliminate approximately 600 positions, or around 20% of its workforce.  Multiple analysts subsequently downgraded ZoomInfo. 

On this news, ZoomInfo’s stock price fell $1.98 per share, or 32.78%, to close at $4.06 per share on May 12, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Upstart (UPST) To Contact Him Directly To Discuss Their Options

If you purchased or acquired Upstart securities between May 14, 2025 and November 4, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Melissa Fortunato directly at (212) 355-4648.

Click here to participate in the action.

NEW YORK, June 05, 2026 (GLOBE NEWSWIRE) --

What’s Happening?

Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Upstart Holdings, Inc. (“Upstart” or the “Company”) (NASDAQ: UPST) in The United States District Court for the Northern District of California on behalf of all persons and entities who purchased or otherwise acquired Upstart securities between May 14, 2025 and November 4, 2025, both dates inclusive (the “Class Period”).Investors have until June 8, 2026, to apply to the Court to be appointed as lead plaintiff in the lawsuit. What are the Allegation Details?

According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Model 22 frequently overreacted to negative macroeconomic signals in performing its risk-separation processes; (2) accordingly, Model 22’s overall accuracy and propensity to increase loan approval rates was overstated; (3) Model 22’s overly conservative assessment of credit and macroeconomic conditions was having a significant negative impact on Upstart’s revenue results, rendering Upstart’s previously issued full year 2025 revenue guidance unreliable and/or unrealistic; and (4) as a result, defendants’ public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
What are my Next Steps?

If you purchased or otherwise acquired Upstart shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you.
About Bragar Eagel & Squire, P.C.:

Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities, derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com.  Attorney advertising.  Prior results do not guarantee similar outcomes.

Follow us for updates on LinkedIn and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn.

Contact Information:

Bragar Eagel & Squire, P.C.
Brandon Walker, Esq.
Melissa Fortunato, Esq.
(212) 355-4648
[email protected]
www.bespc.com

New York, New York--(Newsfile Corp. - June 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Upstart Holdings, Inc. (NASDAQ: UPST) between May 14, 2025 and November 4, 2025, inclusive (the "Class Period"), of the important June 8, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Upstart securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Upstart class action, go to https://rosenlegal.com/submit-form/?case_id=58653 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than June 8, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Model 22 frequently overreacted to negative macroeconomic signals in performing its risk-separation processes; (2) accordingly, Model 22's overall accuracy and propensity to increase loan approval rates was overstated; (3) Model 22's overly conservative assessment of credit and macroeconomic conditions was having a significant negative impact on Upstart's revenue results, rendering Upstart's previously issued full year 2025 revenue guidance unreliable and/or unrealistic; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Upstart class action, go to https://rosenlegal.com/submit-form/?case_id=58653 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300327

Source: The Rosen Law Firm PA

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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Upstart To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Upstart between May 14, 2025 and November 4, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - June 7, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Upstart Holdings, Inc. ("Upstart" or the "Company") (NASDAQ: UPST) and reminds investors of the June 8, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Model 22 frequently overreacted to negative macroeconomic signals in performing its risk-separation processes; (2) accordingly, Model 22's overall accuracy and propensity to increase loan approval rates was overstated; (3) Model 22's overly conservative assessment of credit and macroeconomic conditions was having a significant negative impact on Upstart's revenue results, rendering the Company's previously issued FY 2025 revenue guidance unreliable and/or unrealistic; and (4) as a result, Defendants' public statements were materially false and misleading at all relevant times.

The truth began to emerge on November 4, 2025, when Upstart issued a press release reporting its financial results for the third quarter ("Q3") of 2025. Upstart reported, inter alia, Q3 2025 revenue of $277 million, missing its previously issued Q3 2025 revenue guidance of approximately $280 million, as well as consensus estimates by $2.62 million. Upstart also reported that it expected to generate revenue of only $288 million in the fourth quarter ("Q4") of 2025, significantly below consensus estimates of $303.7 million. Further, Upstart negatively revised its FY 2025 revenue guidance to approximately $1.035 billion, versus the $1.06 billion consensus estimate and its prior guidance of approximately $1.055 billion, as well as its expected FY 2025 revenue from fees, which it reduced to approximately $946 million from its prior outlook of approximately $990 million.

The same day, during a related earnings call, Defendants blamed Upstart's disappointing results on Model 22, which they revealed had "overreact[ed]" to macroeconomic signals in the quarter, reducing borrower approvals and conversion rates. Defendants also acknowledged that they had "knowingly" calibrated their AI model to be "more conservative on the credit side in earlier parts of the quarter", and that the negative impacts of Model 22's "overresponsive[ness]" to macroeconomic signals in the quarter would continue to negatively impact revenues in Q4 2025, resulting in Upstart's negatively revised FY 2025 financial guidance.

Following these disclosures, Upstart's stock price fell $4.49 per share, or 9.71%, to close at $41.75 per share on November 5, 2025.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Upstart's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Upstart class action, go to www.faruqilaw.com/UPST or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300340

Source: Faruqi & Faruqi LLP

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New York, New York--(Newsfile Corp. - June 7, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Upstart Holdings, Inc. (NASDAQ: UPST) between May 14, 2025 and November 4, 2025, inclusive (the "Class Period"), of the important June 8, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Upstart securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Upstart class action, go to https://rosenlegal.com/submit-form/?case_id=58653 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than June 8, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Model 22 frequently overreacted to negative macroeconomic signals in performing its risk-separation processes; (2) accordingly, Model 22's overall accuracy and propensity to increase loan approval rates was overstated; (3) Model 22's overly conservative assessment of credit and macroeconomic conditions was having a significant negative impact on Upstart's revenue results, rendering Upstart's previously issued full year 2025 revenue guidance unreliable and/or unrealistic; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Upstart class action, go to https://rosenlegal.com/submit-form/?case_id=58653 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300341

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Upstart Holdings, Inc. ("Upstart" or "the Company") (NASDAQ: UPST) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company's securities between May 14, 2025 and November 4, 2025, inclusive (the "Class Period"), are encouraged to contact the firm before June 8, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. Upstart's "Model 22" AI frequently reacted poorly to macroeconomic signals. The Company overstated Model 22's overall accuracy. The Company's AI models were having a negative impact on its business performance. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Upstart, investors suffered damages.

Join the case to recover your losses

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]

SOURCE The Schall Law Firm

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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Upstart To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Upstart between May 14, 2025 and November 4, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

NEW YORK--(BUSINESS WIRE)--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Upstart Holdings, Inc. (“Upstart” or the “Company”) (NASDAQ: UPST) and reminds investors of the June 8, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Model 22 frequently overreacted to negative macroeconomic signals in performing its risk-separation processes; (2) accordingly, Model 22’s overall accuracy and propensity to increase loan approval rates was overstated; (3) Model 22’s overly conservative assessment of credit and macroeconomic conditions was having a significant negative impact on Upstart’s revenue results, rendering the Company’s previously issued FY 2025 revenue guidance unreliable and/or unrealistic; and (4) as a result, Defendants’ public statements were materially false and misleading at all relevant times.

The truth began to emerge on November 4, 2025, when Upstart issued a press release reporting its financial results for the third quarter (“Q3”) of 2025. Upstart reported, inter alia, Q3 2025 revenue of $277 million, missing its previously issued Q3 2025 revenue guidance of approximately $280 million, as well as consensus estimates by $2.62 million. Upstart also reported that it expected to generate revenue of only $288 million in the fourth quarter (“Q4”) of 2025, significantly below consensus estimates of $303.7 million. Further, Upstart negatively revised its FY 2025 revenue guidance to approximately $1.035 billion, versus the $1.06 billion consensus estimate and its prior guidance of approximately $1.055 billion, as well as its expected FY 2025 revenue from fees, which it reduced to approximately $946 million from its prior outlook of approximately $990 million.

The same day, during a related earnings call, Defendants blamed Upstart’s disappointing results on Model 22, which they revealed had “overreact[ed]” to macroeconomic signals in the quarter, reducing borrower approvals and conversion rates. Defendants also acknowledged that they had “knowingly” calibrated their AI model to be “more conservative on the credit side in earlier parts of the quarter”, and that the negative impacts of Model 22’s “overresponsive[ness]” to macroeconomic signals in the quarter would continue to negatively impact revenues in Q4 2025, resulting in Upstart’s negatively revised FY 2025 financial guidance.

Following these disclosures, Upstart’s stock price fell $4.49 per share, or 9.71%, to close at $41.75 per share on November 5, 2025.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Upstart’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Upstart class action, go to www.faruqilaw.com/UPST or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

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New York, New York--(Newsfile Corp. - June 8, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Upstart Holdings, Inc. (NASDAQ: UPST) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Upstart securities between May 14, 2025 and November 4, 2025, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/UPST.

Upstart Case Details

The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that:

Model 22 frequently overreacted to negative macroeconomic signals in performing its risk-separation processes; accordingly, Model 22's overall accuracy and propensity to increase loan approval rates was overstated; Model 22's overly conservative assessment of credit and macroeconomic conditions was having a significant negative impact on Upstart's revenue results, rendering Upstart's previously issued full year 2025 revenue guidance unreliable and/or unrealistic; and as a result, defendants' public statements were materially false and misleading at all relevant times.What's Next for Upstart Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/UPST, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Upstart you have until June 8, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Upstart Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Upstart Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com.

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/294746

Source: Bronstein, Gewirtz & Grossman, LLC

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New York, New York--(Newsfile Corp. - June 8, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Upstart Holdings, Inc. (NASDAQ: UPST) between May 14, 2025 and November 4, 2025, inclusive (the "Class Period"), of the important June 8, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Upstart securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Upstart class action, go to https://rosenlegal.com/submit-form/?case_id=58653 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than June 8, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Model 22 frequently overreacted to negative macroeconomic signals in performing its risk-separation processes; (2) accordingly, Model 22's overall accuracy and propensity to increase loan approval rates was overstated; (3) Model 22's overly conservative assessment of credit and macroeconomic conditions was having a significant negative impact on Upstart's revenue results, rendering Upstart's previously issued full year 2025 revenue guidance unreliable and/or unrealistic; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Upstart class action, go to https://rosenlegal.com/submit-form/?case_id=58653 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300596

Source: The Rosen Law Firm PA

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Over the past five years, Upstart Holdings (UPST 4.12%) has experienced roller-coaster price action. After initially surging following its public market debut, high interest rates and falling loan demand led to a steep drop in revenue and ballooning losses.

In the years since, however, the artificial intelligence lending technology company's revenue has bounced back. Upstart has also become consistently profitable. However, with shares still down by over 92% from their high-water mark, Upstart has a long way to go before making even a partial recovery. A further rebound for this fintech stock remains possible, but major uncertainties remain.

Image source: Getty Images.

Upstart and its latest results On May 5, Upstart released results for the first quarter. As seen in the results, the AI lender's growth stream continues unabated. Transaction volumes were up 77%, with total originations coming in at $3.4 billion, a 61% increase from the prior year's quarter.

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Upstart operates like a marketplace. Financial institutions partner with the company, utilizing its AI models and cloud-based application to assist with loan underwriting and risk assessment. The company has yet to enter the mortgage space, but it provides its technology for auto loans, personal loans, and home equity lines of credit.

Alongside promising results for the prior quarter, the company also provided updates that may bode well for this growth stock. For instance, Upstart reiterated its 2026 guidance, with management calling for $1.4 billion in revenue and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) of $294 million, representing a 34% and 27.5% increase, respectively, compared to 2025 results.

To top things off, on the earnings conference call, CEO Paul Gu reiterated Upstart's plans to continue pursuing a national charter, while also noting that Upstart plans to continue to "rely primarily on third-party capital." Rather than morph into a bank, as some fintechs such as SoFi Technologies have done, Upstart's motives for obtaining a bank charter have more to do with enabling it to expand its presence to all 50 states and reduce compliance and back-office costs.

Top risks to the bull case Although top-line growth was strong, there were also some issues with Upstart's results. The company reported negative operating income and net income, both of which increased from the prior year's quarter.

Operating losses came in at $7.5 million, up from $4.5 million during Q1 2025, while net losses came in at $6.6 million, up nearly threefold from Q1 2025. Even on an adjusted EBTIDA basis, Upstart was less profitable year over year. Last quarter, adjusted EBITDA came in at $40.5 million, slightly below the $42.6 million in EBITDA reported in Q1 2025.

Moreover, given uncertainty about Upstart's path to greater profits, it's not surprising that this stock's short interest remains high, at around 32% of the outstanding float. Thanks to the post-COVID economy's relative soft landing, Upstart's AI-based underwriting models have yet to get the sort of stress test needed to determine their resilience.

Only time will tell whether Upstart can raise margins as strong top-line growth continues. The same holds true for the credit performance of its loan originations. Trading for 35 times forward earnings, Upstart isn't exactly cheap. Either wait for lower prices or for positive developments on these key uncertainties before buying Upstart stock.

Upstart Holdings, Inc. (UPST - Free Report) closed at $30.31 in the latest trading session, marking a -2.43% move from the prior day. The stock's change was less than the S&P 500's daily loss of 1.62%. On the other hand, the Dow registered a loss of 1.87%, and the technology-centric Nasdaq decreased by 1.98%.

The stock of company has risen by 11.57% in the past month, leading the Finance sector's gain of 0.94% and the S&P 500's loss of 0.03%.

Investors will be eagerly watching for the performance of Upstart Holdings, Inc. in its upcoming earnings disclosure. The company is predicted to post an EPS of $0.55, indicating a 52.78% growth compared to the equivalent quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $354.89 million, indicating a 37.93% increase compared to the same quarter of the previous year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $2.27 per share and a revenue of $1.43 billion, indicating changes of +30.46% and +36.53%, respectively, from the former year.

Investors should also pay attention to any latest changes in analyst estimates for Upstart Holdings, Inc. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Upstart Holdings, Inc. is holding a Zacks Rank of #3 (Hold) right now.

Digging into valuation, Upstart Holdings, Inc. currently has a Forward P/E ratio of 13.7. This expresses a premium compared to the average Forward P/E of 10.33 of its industry.

One should further note that UPST currently holds a PEG ratio of 0.33. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. UPST's industry had an average PEG ratio of 0.98 as of yesterday's close.

The Financial - Miscellaneous Services industry is part of the Finance sector. This industry currently has a Zacks Industry Rank of 151, which puts it in the bottom 39% of all 250+ industries.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

Amazon's investments will help Corning expand its manufacturing sites across North Carolina and create 1,000 jobs at the facilities.

Amazon.com said it entered a multibillion-dollar agreement with Corning to get optical fiber, cable and connectivity solutions to support its growing data center footprint.

Shares of Corning GLW climbed sharply by 8% on Monday after Amazon unveiled a multibillion-dollar agreement with the advanced glass and fiber-optics manufacturer.

The deal will see Corning supply critical networking infrastructure for the technology giant's expanding US data center footprint.

The long-term partnership will see Corning provide optical fiber, cable, and connectivity solutions that support Amazon's expanding cloud and artificial intelligence infrastructure.

The companies said the investment will also create 1,000 jobs at Corning's manufacturing facilities in North Carolina.

The announcement comes as demand for AI computing power continues to drive large-scale investments in data centers, increasing the importance of high-speed networking equipment that links servers, storage systems, and AI chips.

"Amazon's data centers power the services millions of people and businesses rely on every day," the companies said in a joint statement.

"Corning's fiber optics are a critical piece of that infrastructure, and together, these investments help fuel the US economic engine."

Corning's optical communications business has emerged as a major beneficiary of the AI boom.

As hyperscale cloud providers and AI companies build larger and more complex data centers, demand has risen for fiber-optic solutions capable of transmitting vast amounts of data at high speeds.

Fiber-optic cables have become a foundational component of AI infrastructure because they connect data centers and enable communication between the racks and processors handling intensive AI workloads.

The Amazon deal provides another boost to Corning, which has increasingly positioned itself as a key supplier to the AI ecosystem.

The company's shares have more than doubled this year and have risen nearly sixfold since the end of 2023 as investors bet on sustained spending across the AI supply chain.

The stock was also among the companies hit during Friday's broad selloff in semiconductor and AI-related names.

Corning shares had fallen more than 10% amid concerns that higher interest rates could slow the debt-funded expansion of data center projects.

The latest agreement adds to a string of AI-related commitments benefiting Corning.

In May, Nvidia committed to invest up to $3.2 billion in Corning through a partnership that includes the construction of three advanced manufacturing facilities dedicated to supporting the chipmaker's operations.

Earlier this year, Meta pledged up to $6 billion as the anchor customer for an expansion of Corning's optical cable plant in Hickory, North Carolina.

That project is expected to generate approximately 1,000 jobs.

Amazon Web Services CEO Matt Garman said the company's investments in North Carolina have already created more than 26,000 jobs.

Amazon separately committed $10 billion last year toward new data center developments in the state.

The new agreement will also expand Corning's training program for fiber-optic technicians in North Carolina, helping develop a workforce needed to support growing infrastructure demand.

While Corning is widely recognized for producing display glass used in Apple's iPhones, optical communications remains its largest and fastest-growing business segment.

The company, which invented optical fiber for long-distance communications in 1970, now supplies millions of miles of fiber-optic cable used by major cloud providers and AI companies worldwide.

The partnership also aligns with efforts by the Trump administration to strengthen domestic AI-related manufacturing and reduce dependence on overseas supply chains.

"This agreement with Amazon represents a significant milestone for Corning and for American manufacturing," Chief Executive Wendell Weeks said.

He added that the partnership will help "lead the way toward building a resilient US manufacturing base."

Weeks previously said that hyperscale cloud companies are on track to become Corning's largest customer group as AI infrastructure spending accelerates.

Intel (INTC) surges as Google and Nvidia consider it for advanced AI chip manufacturing, with Google reportedly ordering over 3M TPUs for 2028. Corning (GLW) rallies on a multiyear fiber-optic deal with Amazon to support U.S. datacenter growth and supply chain resilience.

Corning GLW shares jumped 9.5% in premarket trading Monday after Amazon AMZN signed a multi-year, multi-billion dollar agreement with the company to expand U.S.-based fiber optics manufacturing. Amazon also edged 1% higher before the open, as investors weighed another infrastructure-heavy move tied to the data-center buildout.

The deal puts Corning deeper into one of the most important bottlenecks of the AI era: the physical fiber needed to connect data centers at scale. Under the agreement, Corning will produce optical fiber for data centers and help strengthen the U.S. supply chain. The companies said the pact will create 1,000 jobs at Corning's North Carolina facilities, support hundreds of construction jobs, and include a workforce training program for fiber optics and fusion splicing.

For investors, this could be a reminder that the AI trade is not only about GPUs, chips, or cloud platforms. It is also about the quiet infrastructure layer underneath them. The agreement comes on top of Amazon's 2025 plan to invest $10 billion in North Carolina, after more than $20 billion already invested in the state since 2010. Corning shares have gained more than 95% year-to-date, and Monday's premarket reaction suggests investors may be paying closer attention to its role in the data-center supply chain.

On Monday, Amazon (AMZN 1.24%) handed an old-line glassmaker one of its biggest endorsements yet in the AI build-out. The cloud and e-commerce giant announced a multiyear, multibillion-dollar agreement to buy the optical fiber and connectivity that will wire its expanding U.S. data centers from Corning (GLW +1.89%) -- a deal expected to create 1,000 manufacturing jobs at the company's North Carolina plants. Shares of the 175-year-old glassmaker jumped as much as 10% on the news.

Lately, that kind of headline has become routine, even as most of the AI spotlight stays on the chipmakers. Corning was founded in 1851 and has made the glass for everything from Thomas Edison's early lightbulbs to the iPhone. Now its fiber -- the strands that shuttle data between the thousands of chips inside an AI data center -- has turned it into one of the quieter beneficiaries of the spending wave. And the stock has more than doubled this year, rising 114%.

So, is there still a case for the shares after a run like that?

Image source: Getty Images.

A string of hyperscale wins The Amazon agreement isn't a one-off. In January, Meta Platforms agreed to buy up to $6 billion of optical solutions from Corning over several years for its own AI data centers. Then, in May, Nvidia named Corning its optical partner for next-generation AI infrastructure -- a multiyear deal under which Corning will expand its U.S. optical connectivity capacity tenfold and build three new plants in North Carolina and Texas. Nvidia is putting $500 million behind the partnership and holds warrants that could lift its total investment to as much as $3.2 billion.

Moving data inside an AI data center over glass rather than copper is faster and uses less power, and the number of connections required keeps climbing as these clusters grow. And Corning's newest product, Multicore Fiber, packs four light-carrying cores into one strand -- four times the density of a standard single-core line -- which the company says lets data center operators get the same capacity with up to 75% fewer connectors.

Highlighting the company's momentum in this AI build-out, Corning's optical communications sales rose 36% year over year in Q1 to about $1.85 billion -- an acceleration from 24% growth in the fourth quarter of 2025. It was the company's eighth straight quarter of year-over-year growth.

In the company's first-quarter earnings call, CEO Wendell Weeks said the wave of new agreements is driving "expansion across all of our major optical operations, including expanding our fiber operations."

Further, at a May investor event, Corning extended its long-range plan and is targeting a $40 billion annualized sales run rate by the end of 2030 -- up from a $20 billion annualized sales run rate it expects to reach by the end of 2026.

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A high price to pay All of this momentum has led to a strong business. First-quarter core earnings per share -- the company's non-GAAP (adjusted) measure -- grew 30% year over year, and core operating margin reached 20.2%, a level the company hit a full year ahead of its own schedule. And for all of 2025, adjusted earnings per share grew 29%.

What gives me pause, however, is what investors are now paying for that growth. After more than doubling in 2026, Corning trades at a price-to-earnings ratio of about 90 as of this writing -- a rich multiple that arguably already assumes years of similarly strong growth.

And there are reasons for caution beyond the valuation. First, the financial terms of the Amazon and Nvidia agreements weren't disclosed, so the revenue and timing remain unclear. Additionally, Corning's fortunes are increasingly tied to a single, capital-intensive cycle -- hyperscalers' AI spending. While it doesn't look like this build-out will slow anytime soon, investors shouldn't rule out the possibility of a surprise slowdown.

Still, a small position here could make sense. Because just as investors should acknowledge the risks, there's also the possibility that the AI build-out runs hotter and longer than expected. For investors willing to venture into the optical side of the AI trade rather than the chips, Corning is arguably a solid investment idea, albeit a risky one given the stock's high valuation.

Corning Today

$179.85 +3.30 (+1.87%)

As of 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$49.47▼

$211.79Dividend Yield0.62%

P/E Ratio86.05

Price Target$178.31

The recent multibillion-dollar infrastructure pact between Amazon NASDAQ: AMZN and Corning NYSE: GLW cements a structural shift in hardware for artificial intelligence. The physical transmission limits of copper have been breached, mandating dense optical fiber for next-generation compute clusters.

While semiconductor allocations dominate capital market attention, the underlying optical networking backbone presents a highly visible, multi-year infrastructure play driven by an accelerating hyperscaler arms race. Corning is no longer a legacy materials supplier; it is a direct beneficiary of AI’s insatiable demand for bandwidth, emerging as a premier non-chip infrastructure asset.

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NVIDIA's Green Light for GlassFor years, copper twinax cables were the workhorse of the data center, connecting servers and switches within the rack. That era is definitively ending. The rollout of advanced AI accelerators from chip designers like NVIDIA NASDAQ: NVDA has created a fundamental bottleneck. These new platforms, operating at networking speeds of 800 gigabits per second (800G) and now pushing toward 1.6 terabits per second (1.6T), generate so much data and heat that copper-based interconnects are becoming technically and thermally obsolete. The physics are unforgiving; at these speeds, signal degradation over copper is too severe, and the power required creates unmanageable heat loads within high-density server racks.

This technical barrier is forcing a paradigm shift. Data center architects are now compelled to adopt optical fiber, not just between data centers, but directly inside the rack to connect GPUs and switches. This is not an incremental upgrade; it is a wholesale replacement of the data center’s central nervous system. This copper-to-glass inflection point creates a powerful secular tailwind for Corning, the primary manufacturer of high-grade optical fiber, cable, and connectivity solutions.

The Billion-Dollar Domino EffectA single contract, while significant, can be an anomaly. A pattern of contracts signals a structural trend. Over the last six months, Corning has methodically secured a series of multi-year, multibillion-dollar agreements that confirm an industry-wide re-platforming toward optical solutions.

The timeline establishes the momentum:

January 2026: Meta Platforms NASDAQ: META committed to a multi-year deal worth up to $6 billion for optical solutions to accelerate its U.S. data center buildout.

April 2026: Corning disclosed two additional, similarly sized long-term agreements with unnamed hyperscale customers during its Q1 earnings report.

May 2026: NVIDIA announced a strategic partnership to co-develop next-generation optical interconnects, with Corning committing to a tenfold expansion of its U.S. manufacturing capacity.

June 2026: Amazon announced its own multi-billion-dollar pact, reinforcing the trend and adding another pillar of demand.

These back-to-back commitments from the world’s largest cloud and AI players provide unprecedented revenue visibility for Corning’s Optical Communications segment. The agreements are not just purchase orders; they are long-term partnerships that include Corning's commitments to build three new manufacturing facilities and expand existing ones in North Carolina. This onshoring of the supply chain de-risks execution for its customers and locks in a pipeline of demand for years, insulating Corning from short-term macroeconomic cycles.

How Sales Growth Is Igniting MarginsThe financial impact of this demand surge is already materializing. In its first-quarter 2026 earnings report, Corning’s Optical Communications segment posted a 36% year-over-year revenue increase. More importantly, this top-line growth is translating into significant operating leverage.

The segment’s profitability expanded sharply, with operating margins widening by 410 basis points. This demonstrates that as factory utilization scales to meet the new hyperscaler demand, each incremental dollar of revenue becomes more profitable.

This dynamic is critical to understanding Corning’s current valuation. While a trailing price-to-earnings (P/E) ratio of 80 may appear stretched, it fails to account for the aggressive upward revisions to future earnings. Analysts now project rapid earnings-per-share (EPS) growth, which is compressing the forward P/E to a more reasonable 52. The market is pricing in margin expansion expected to accelerate as Corning’s new, highly automated manufacturing facilities come online to serve its backlog.

Is It Too Late to Invest? Smart Money Says No.After an almost 100% year-to-date run, some investors may point to valuation concerns and recent insider selling as reasons for caution. Throughout May, several top executives sold over $28 million in stock. While such moves warrant scrutiny, they appear to be standard profit-taking following a period of extreme outperformance rather than a signal of weakening fundamentals.

Overall MarketRank™70th Percentile

Analyst RatingModerate Buy

Upside/Downside1.0% Downside

Short Interest LevelHealthy

Dividend StrengthWeak

News Sentiment1.06 Insider TradingSelling Shares

Proj. Earnings Growth31.03%

See Full Analysis

The more telling data point is the market’s reaction. The supply from these executive sales was readily absorbed by large institutional buyers, who increased their positions during the same period that C-Suite executives were selling. This institutional accumulation suggests that long-term asset managers are using any available liquidity to build strategic stakes, validating the long-term thesis.

Furthermore, Corning's dividend profile adds a layer of stability. The dividend remains well-supported, consuming around 28% of Corning's free cash flow. This conservative payout ratio provides a strong foundation and leaves ample capacity for future dividend growth and share repurchases.

Given the structural tailwinds from the AI infrastructure buildout and clear execution, Corning is positioned as a key enabler of the next generation of computing. Corning's recent volatility reflects a market digesting a rapid repricing, but the underlying fundamentals continue to strengthen. For investors seeking exposure to the physical backbone of the AI revolution, Corning’s role appears increasingly indispensable.

Should You Invest $1,000 in Corning Right Now?Before you consider Corning, you'll want to hear this.

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Corning (GLW +1.89%) has manufactured glass right here in America since 1851. By 1880, it was the sole supplier of glass for Thomas Edison's original lightbulb, and today, it makes the glass for all of Apple's iPhones.

However, Corning stock has soared by 230% over the past 12 months because of red-hot demand for the company's fiber-optic cables for data centers, which help accelerate processing speeds in artificial intelligence (AI) workloads.

On Monday, June 8, Amazon announced a multiyear deal to purchase billions of dollars' worth of Corning's optical connectivity solutions, joining Meta Platforms and Nvidia, which have recently made large commitments of their own. These deals could fuel explosive growth in Corning's revenue and earnings, so should investors buy its stock right now?

Image source: Getty Images.

Fiber is the future of AI connectivity Nvidia's flagship NVLink 72 data center rack includes 72 graphics processing units (GPUs), 36 central processing units (CPUs), and a series of networking components. It's all connected using two miles of copper cables, but there is an ongoing shift toward fiber-optic cables instead, because they can transmit data faster and farther, while consuming far less energy.

Corning recently launched a new product called Multicore Fiber (MCF), which packs four cores into a single 125-micron strand of optical fiber. By increasing the density fourfold compared to a single-core solution, data center operators can achieve the same performance with 75% fewer cables. This could be a game changer in the AI era.

Amazon hasn't disclosed the exact value of its recent deal, but we can piece together a few clues. In a conference call with investors on April 28, Corning CEO Wendell Weeks highlighted two new, recently signed deals of similar size and scope to its Meta agreement, and we already know Meta plans to buy around $6 billion worth of optical connectivity solutions over the next few years. In my opinion, we can now safely assume one of those other two customers is Amazon.

Plus, in May, Nvidia signed a deal to help Corning expand its U.S.-based optical connectivity manufacturing capacity tenfold, which is an indication of how much supply will be required to fulfill the orders from its hyperscale customers.

Corning's optical communications business could generate explosive growth Corning's optical communications segment generated $1.8 billion in revenue during the first quarter of 2026, which was a 36% increase from the year-ago period. It grew at twice the pace of the company's total core revenue, which increased by 18% to come in at $4.3 billion during the quarter.

Since demand for optical connectivity solutions is so high, Corning has the ability to dictate prices, which is lifting its profit margins. That's why its optical communications segment was able to deliver $387 million in net income during the first quarter, which was up by 93%. It accounted for more than half of the company's total core net income of $612 million.

If we assume the Amazon purchase agreement is worth around $6 billion just like the Meta deal, then Corning's optical communications business has an order pipeline of at least $12 billion. However, keep in mind the company has signed at least one more hyperscale deal that is yet to be announced, based on comments by Weeks I highlighted earlier. Therefore, investors can expect significant growth in the optical communications business at both the top and bottom lines in the coming years.

Beware of Corning's valuation Based on Corning's trailing-12-month adjusted (non-GAAP) earnings of $2.69 per share, its stock is trading at a price-to-earnings (P/E) ratio of 61.7, making it twice as expensive as Nvidia, which has a P/E of 30.7.

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Wall Street expects Corning to grow its earnings to $4.19 per share in 2027 (according to Yahoo! Finance), placing its stock at a more reasonable forward P/E ratio of 39.6, but that's still higher than Nvidia's P/E today. In other words, investors are pricing in a ton of future growth based on the company's deal pipeline, which might not come until 2028 and beyond.

Buying a stock today in the hope it grows into its valuation in two years (or more) is a risky strategy. Investors have to assume Corning executes flawlessly to turn its deal pipeline into revenue and earnings, and they also have to assume the demand for AI hardware will be as strong as it is today -- except it's already showing cracks.

As a result, investors might want to avoid Corning stock unless they feel confident they can hold it for at least five years, which will smooth out some of the volatility that could be ahead.

Key Takeaways Global Payments' Q1 EPS of $2.96 beat estimates, with revenues rising 29.5% year over year.GPN benefited from Worldpay momentum and a 90% surge in Genius platform bookings.GPN reaffirmed 2026 outlook, projecting 5% revenue growth and 13-15% EPS growth. Global Payments, Inc. (GPN - Free Report) reported first-quarter 2026 adjusted earnings per share (EPS) of $2.96, which beat the Zacks Consensus Estimate of $2.82. The bottom line rose 10% year over year.

Adjusted net revenues improved 29.5% year over year to $2.9 billion. The top line beat the consensus mark by 1.3%.

The strong quarterly earnings benefited from early momentum from the company’s streamlined commerce focus and continued uptake of its Genius platform, including an approximately 90% year-over-year increase in bookings. However, the positives were partly offset by elevated operating expenses.

GPN’s Operating PerformanceThe Worldpay acquisition and the sale of Issuer Solutions both closed on Jan. 9, 2026, reshaping Global Payments into a more focused commerce solutions platform.

Adjusted operating income of $1.1 billion increased 22.1% year over year in the quarter under review. Adjusted operating margin expanded 110 basis points (bps) year over year on a normalized basis to 39.9%.

Total operating expenses of $3 billion increased 106.1% year over year in the first quarter. The increase was due to higher selling, general and administrative expenses, and cost of service. Interest and other expenses rose 63.2% year over year to $242.4 million.

GPN’s Financial Position (As of March 31, 2026)Global Payments exited the first quarter with cash and cash equivalents of $5.9 billion, which decreased from $8.3 billion at 2025-end. Total assets of $64.3 billion rose from $53.3 billion at 2025-end.

Long-term debt amounted to $21 billion compared with $19.5 billion at 2025-end. The current portion of long-term debt totaled $1.6 billion at the first-quarter end.

Total equity of $24.5 billion rose from the figure of $23.6 billion at 2025-end.

GPN’s operating activities used $288.8 million of cash in the first quarter of 2026, down from $555.1 million generated a year ago.

Capital Deployment UpdateThe company entered into a $500 million accelerated share repurchase program. GPN repurchased shares worth $549.9 million in the first quarter of 2026.

The company declared a quarterly dividend of 25 cents per share, which will be paid out on June 26, 2026, to its shareholders of record as of June 12.

GPN Reaffirms 2026 OutlookAdjusted net revenue growth on a constant currency basis, excluding dispositions, is still expected to be around 5% in 2026.

Adjusted EPS growth is still anticipated to be between 13% and 15% in 2026. GPN expects to convert almost 90% of adjusted net income into adjusted free cash flow.

The annual adjusted operating margin is expected to increase around 150 bps in 2026.

GPN’s Zacks RankGPN currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

How Did Peers Perform?Several companies in the business services space, including Mastercard Incorporated (MA - Free Report) , Visa Inc. (V - Free Report) and Marsh & McLennan Companies, Inc. (MRSH - Free Report) , have also reported their financial results for the March quarter of 2026. Here’s how they had performed:

Mastercard reported first-quarter 2026 adjusted earnings of $4.60 per share, which topped the Zacks Consensus Estimate by 4.6%. The bottom line improved 23.3% year over year. Net revenues advanced 15.8% year over year to $8.4 billion. MA’s quarterly results benefited from growing cross-border volumes and solid growth in value-added services revenues. However, the upside was partly offset by elevated operating expenses and higher payment network rebates from new and renewed deals.

Visa delivered second-quarter fiscal 2026 adjusted earnings of $3.31 per share, up 20% year over year and beat the Zacks Consensus Estimate by 7.1%. Net revenues came in at $11.23 billion, rising 17% year over year. V’s quarterly results reflected resilient spending trends, higher cross-border volumes and solid network activity, including a 9% year-over-year increase in payments volume on a constant-dollar basis. However, the upside was partly offset by increased operating expenses.

Marsh reported first-quarter 2026 adjusted earnings per share of $3.29, which surpassed the Zacks Consensus Estimate by 2.5%. The bottom line advanced 8% year over year. Consolidated revenues of $7.6 billion improved 8% year over year. The strong quarterly results benefited from solid growth in the Risk and Insurance Services and Consulting unit, particularly from the Marsh Risk, Guy Carpenter, Mercer and Marsh Management Consulting businesses. The upside was partially offset by elevated operating expenses, primarily due to increased compensation and benefits.

2 hours ago

Lennar (NYSE:LEN) Updates Q3 2026 Earnings GuidanceLennar (NYSE:LEN) updated its third quarter 2026 earnings guidance. The company provided EPS guidance of 1.200-1.400 for the period, compared to the consensus estimate of 1.710.

NYSE:LEN

Read Lennar (NYSE:LEN) Updates Q3 2026 Earnings Guidance

3 hours ago

MSA Safety Incorporporated (NYSE:MSA) CFO Acquires $71,093.12 in StockMarketBeat

MSA Safety Incorporporated (NYSE:MSA - Get Free Report) CFO Julie Beck bought 448 shares of the stock in a transaction dated Thursday, June 11th. The stock was acquired at an average price of $158.69 per share, with a total value of $71,093.12. Following the completion of the purchase, the chief financial officer owned 3,825 shares of the company's stock, valued at $606,989.25. This represents a 13.27% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

NYSE:MSA

Read MSA Safety Incorporporated (NYSE:MSA) CFO Acquires $71,093.12 in Stock

3 hours ago

Insider Selling: NBT Bancorp (NASDAQ:NBTB) Director Sells 2,100 Shares of StockMarketBeat

NBT Bancorp Inc. (NASDAQ:NBTB - Get Free Report) Director Heidi Hoeller sold 2,100 shares of the business's stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $48.03, for a total transaction of $100,863.00. Following the transaction, the director owned 11,560 shares of the company's stock, valued at approximately $555,226.80. This represents a 15.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

NASDAQ:NBTB

Read Insider Selling: NBT Bancorp (NASDAQ:NBTB) Director Sells 2,100 Shares of Stock

3 hours ago

Douglas Milne Sells 1,600 Shares of IGM Financial (TSE:IGM) StockMarketBeat

IGM Financial Inc. (TSE:IGM - Get Free Report) Director Douglas Milne sold 1,600 shares of the business's stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of C$80.61, for a total value of C$128,976.00. Following the sale, the director directly owned 800 shares in the company, valued at C$64,488. The trade was a 66.67% decrease in their ownership of the stock.

TSE:IGM

Read Douglas Milne Sells 1,600 Shares of IGM Financial (TSE:IGM) Stock

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Stock to Watch: Global Payments (GPN - Free Report) Global Payments, headquartered in Atlanta, GA was spun off from National Data Corporation in 2001. Since its spin-off, the company has taken the acquisition and joint venture route to expand both in existing and international markets.

GPN is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Business Services stock. GPN has a Momentum Style Score of A, and shares are up 0.9% over the past four weeks.

Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.17 to $13.84 per share. GPN also boasts an average earnings surprise of +2.1%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, GPN should be on investors' short list.