Market Signal Briefing

The retail giant is signaling that online shopping is about to change.

LOS ANGELES, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Glancy Prongay & Murray LLP reminds investors of the upcoming October 27, 2025 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired LifeMD, Inc. (“LifeMD” or the “Company”) (NASDAQ: LFMD) securities between May 7, 2025 and August 5, 2025, inclusive (the “Class Period”).

IF YOU SUFFERED A LOSS ON YOUR LIFEMD INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS.

What Happened?
On August 5, 2025, after market hours, LifeMD disclosed that due to “some temporary challenges facing [its] Rex MD business,” the Company was “revising [its] full year 2025 guidance for revenue and adjusted EBITDA to reflect the full-year impact of these issues[.]”

On this news, LifeMD’s stock price fell $5.31, or 44.8%, to close at $6.53 per share on August 6, 2025, thereby injuring investors.

What Is The Lawsuit About?
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Defendants materially overstated LifeMD’s competitive position; (2) Defendants were reckless in raising LifeMD’s 2025 guidance, considering that they had not properly accounted for rising customer acquisition costs in LifeMD’s RexMD segment, as well as for customer acquisition costs related to the sale of drugs designed to treat obesity, including Wegovy and Zepbound; and (3) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

If you purchased or otherwise acquired LifeMD securities during the Class Period, you may move the Court no later than October 27, 2025 to request appointment as lead plaintiff in this putative class action lawsuit.

Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Charles Linehan, Esq.,
Glancy Prongay & Murray LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.

If you inquire by email, please include your mailing address, telephone number and number of shares purchased.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contact Us:
Glancy Prongay & Murray LLP,
1925 Century Park East, Suite 2100
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.

Key Takeaways
The major U.S. equities indexes rebounded Tuesday afternoon from earlier losses amid lingering worries about U.S.-China trade tensions.Intel shares slumped after a downgrade by Bank of America analysts. Walmart shares rose after the retailer announced a partnership with ChatGPT maker OpenAI.

The major U.S. equities indexes rebounded Tuesday afternoon from earlier losses amid lingering worries about U.S.-China trade tensions. The Dow and S&P 500 were slightly higher, while the tech-heavy Nasdaq was little changed.

Intel (INTC) shares dropped to lead losses on the S&P 500 and Nasdaq after a downgrade by Bank of America analysts to "underperform" from "neutral," saying the stock has climbed "too far, too fast" on optimism about recent AI deals.

Arista Networks (ANET) shares also fell after Nvidia (NVDA) announced Meta Platforms (META) and Oracle (ORCL) will use its data center switches, increasing competition with those from Arista.

Shares of Coinbase Global (COIN) and other firms tied to cryptocurrencies sank along with the prices of digital coins.

Domino’s Pizza (DPZ) shares gained after the pizza delivery giant posted earnings and revenue that topped analysts' estimates as promotions and demand for its stuffed crust pizza boosted sales.

Shares of Wells Fargo (WFC) also climbed after the financial firm exceeded profit forecasts and boosted its profitability guidance as federal regulators lifted a cap on the bank's growth as punishment for a fake account scandal.

Walmart (WMT) shares rose after the biggest brick-and-mortar retailer said it is partnering with OpenAI to allow customers to buy goods from Walmart through ChatGPT.

Gold prices climbed to notch a fresh high above $4,100 an ounce. Crude oil futures slid. The yield on the 10-year Treasury note was slightly lower. The U.S. dollar gained on the pound, but lost ground to the euro and yen. 

Key Takeaways Coinbase is reportedly exploring BVNK's acquisition worth between $1.5B and $2.5B.The move could strengthen COIN's stablecoin infrastructure and global payment capabilities.COIN shares are up 43.8% year to date, though its valuation remains higher than industry peers.
Coinbase Global Inc. (COIN - Free Report) , in its recent effort to bring stablecoins mainstream, could buy BVNK, according to news in Fortune. BVNK is a London-based fintech company that builds stablecoin payment infrastructure. Though nothing has been finalized, the transaction could cost between $1.5 billion and $2.5 billion, the source revealed. Notably, Mastercard is also eyeing BVNK buyout, per the news.

In May 2025, according to market rumors, stablecoin issuer Circle was considering a sale to either COIN or Ripple. COIN has a minority stake in Circle, and shares revenues from USDC's reserve interest income. However, the deal did not materialize, and Circle debuted on the NYSE in June 2025. If this recent deal materializes, this buyout could be the largest stablecoin-related deal, per the source.

Stablecoins are essential for making the financial system more accessible. Stablecoins, like USDC, enable global transfer and settlement in dollar terms. COIN partnered with Stripe in the second quarter of 2024 to enhance the global adoption of crypto, where Stripe integrated USDC on Base.

COIN is intensifying its focus on staying aligned with CEO Brian Armstrong’s broader vision of becoming the industry’s premier “everything exchange.”  This crypto leader has been continually pursuing strategic moves, both organic and inorganic, to accelerate trading activities and amplify revenues. Though Coinbase is poised to gain from growth in crypto assets and higher volumes of transactions, initiatives to enhance the utility of crypto via Base and stablecoins are encouraging.

What About COIN’s Peers?    Stablecoins, especially USDC, are also fundamental to Circle Internet Group’s (CRCL - Free Report) business strategy. As USDC’s issuer, Circle earns revenues through interest on reserves and transaction flows. Stablecoins also support Circle’s expansion into payments, DeFi and global finance, reinforcing its role as a core infrastructure provider in the digital asset ecosystem.

Stablecoins play a growing role in BlackRock Inc.’s (BLK - Free Report) digital strategy. Through its partnership with Circle, it manages USDC reserves, gaining direct exposure to stablecoin infrastructure. This supports BlackRock’s broader push to modernize finance by leveraging blockchain technology for tokenized assets, real-time settlements and more efficient capital markets.

COIN’s Price PerformanceShares of COIN have gained 43.8% year to date, outperforming the industry.     

Image Source: Zacks Investment Research

COIN’s Expensive ValuationCOIN trades at a price-to-earnings value ratio of 56.73, above the industry average of 23.82. It carries a Value Score of F.

Image Source: Zacks Investment Research

Estimate Movement for COINThe Zacks Consensus Estimate for COIN’s third-quarter and fourth-quarter 2025 EPS witnessed no movement over the past 30 days. The consensus estimate for full-year 2025 and 2026 has moved 1 cent down each in the same time frame.

Image Source: Zacks Investment Research

Key Takeaways NuScale Power and GE Vernova compete in the fast-growing small modular reactor market.
SMR leads with NRC-approved designs, major partnerships and record U.S. deployment plans.
GE Vernova expands globally with Samsung C&T but faces wind losses and tariff headwinds.

NuScale Power (SMR - Free Report) and GE Vernova (GEV - Free Report) are major players in the nuclear energy industry. While NuScale Power works on developing small modular reactors (SMRs) for large-scale energy projects, GE Vernova is expanding its footprint in the nuclear energy market through its GE Hitachi partnership. It is developing the BWRX-300 small modular reactor design, enhancing its nuclear fuel services and providing services to existing nuclear plants.

Per Fortune Business Insight report, the global SMR market was valued at $5.81 billion in 2024 and is projected to reach $8.37 billion by 2032, expanding at a CAGR of 4.98% from 2025 to 2032. Both NuScale Power and GE Vernova are likely to gain from the massive growth opportunity as their technologies are poised to play a key role in meeting the rising global demand for safe, reliable, and clean nuclear energy.

So, SMR or GEV — Which of these nuclear energy stocks has the greater upside potential? Let’s find out.

The Case for SMR StockNuScale Power is rapidly expanding its portfolio as a global leader in small SMR technology. The company has positioned itself as the only SMR technology approved by the U.S. Nuclear Regulatory Commission (“NRC”).

Building on this momentum, in the second quarter of 2025, the company received its second NRC approval for its 77-megawatt design, which strengthened its competitive position and increased customer interest in the SMR space.

The company’s expanding partner base, which includes tech giants and financial institutions, positions the company as a key player in the future of sustainable, carbon-free energy.

In September, NuScale Power announced its support for ENTRA1 Energy’s historic agreement with the Tennessee Valley Authority. This deal will deploy up to 6 gigawatts of its NRC-approved SMR technology, making it the largest SMR program in U.S. history. This initiative aims to deliver carbon-free, baseload electricity to meet the growing demand from key sectors, including AI, data centers, and semiconductor manufacturing.

The Case for GEV StockGE Vernova is expanding its footprint in the nuclear energy industry through its development of 300-megawatt small modular reactors.

In September, GE Vernova Hitachi Nuclear Energy (GVH) and Samsung C&T announced a partnership to promote the use of the BWRX-300 SMR in global markets outside North America. This includes the possible installation of five units in Sweden. The collaboration will focus on developing supply chains and identifying project delivery solutions for GVH’s SMR technology.

Additionally, the NRC has formally accepted the Tennessee Valley Authority's (TVA) application to construct an SMR at the Clinch River site, marking the start of the formal process.  GE Vernova anticipates more customer announcements regarding its SMR technology in the second half of 2025.

Price Performance and Valuation of SMR and GEVIn the year-to-date period, NuScale Power and GE Vernova shares have surged 151.1% and 97.1%, respectively. NuScale Power benefits from advancements in SMR technology and its growing partnerships with tech giants and financial institutions.

Despite an expanding portfolio, GE Vernova is facing challenges in its Wind segment, including losses due to increased service costs for onshore wind and tariffs impacting offshore wind, as well as declining nuclear revenue due to timing issues with fuel servicing and new small modular reactor projects.

SMR and GEV Stock Performance
Image Source: Zacks Investment Research

Valuation-wise, SMR and GEV shares are currently overvalued as suggested by a Value Score of F. 

In terms of trailing 12-month Price/Sales, SMR shares are trading at 93.71X, higher than GEV’s 4.37X.

SMR and GEV Valuation
Image Source: Zacks Investment Research

How Do Earnings Estimates Compare for SMR & GEV?For 2025, the Zacks Consensus Estimate for loss is pegged at 46 cents per share, which has remained unchanged over the past 30 days. NuScale Power reported earnings of 42 cents per share in the year-ago quarter.

For 2025, the Zacks Consensus Estimate for GE Vernova earnings is pegged at $7.67 per share, which has decreased 2.04% over the past 30 days. This indicates a year-over-year increase of 37.46%.

ConclusionWhile both NuScale Power and GE Vernova stand to benefit from the booming nuclear energy market, NuScale Power’s advancements in SMR technology, along with its growing partnerships with tech giants and financial institutions, position it as a key player in the future of sustainable, carbon-free energy.

However, GE Vernova is suffering from tariff-related uncertainties. It estimates tariffs to cost between $300 million and $400 million in 2025, negatively impacting EBITDA margins by approximately 1 percentage point.  Offshore Wind is particularly affected by these tariffs.

Currently, NuScale Power carries a Zacks Rank #3 (Hold), making the stock a stronger pick than GE Vernova, which has a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways WAB and FDX both hiked dividends this year, underscoring their shareholder-friendly stance.WAB gains steam from new tech, cost cuts and global rail expansion, while FDX lags on weak demand.Earnings estimates for WAB trend upward, unlike those for FDX, though its valuation now looks relatively high.
FedEx Corporation (FDX - Free Report) and Westinghouse Air Brake Technologies Corporation (WAB - Free Report) , operating as Wabtec Corporation, are two prominent names in the Zacks Transportation sector. Both companies have announced dividend hikes this year despite the prevalent economic uncertainties, reflecting their shareholder-friendly approach.

Dividend-paying stocks provide a solid income stream and have fewer chances of experiencing wild price swings. Dividend stocks are safe bets for creating wealth, as the payouts generally act as a hedge against economic uncertainty, like the current scenario. 

In February, Wabtec’s board of directors approved a dividend hike of 25%, thereby raising its quarterly cash dividend to 25 cents per share ($1.00 annualized) from 20 cents (80 cents annualized). In June, FDX’s board of directors approved a dividend hike, thereby raising its quarterly cash dividend to $1.45 per share ($5.8 annualized) from $1.38 ($5.52 annualized). 

The dividend-paying abilities of both transportation stocks are pretty impressive. Now, let’s delve deeper to compare other relevant metrics to determine which stock, WAB or FDX, is a better investment now.

Price Performance: How Do They CompareWAB has navigated the recent tariff-induced stock market volatility well, registering a 2.4% year-to-date gain, while FDX stock has declined in double digits. 

YTD Price ComparisonImage Source: Zacks Investment Research

FDX’s lackluster price performance is mainly due to the revenue weakness as geopolitical uncertainty and high inflation continue to hurt consumer sentiment and growth expectations. The weak demand scenario has led to a decline in the volume of packages shipped. 

On the other hand, WAB’s recent strength is driven by its focus on new technologies to improve safety and reliability, in addition to its restructuring actions and cost-cutting initiatives. WAB’s focus on new technologies enhances the safety, cost and reliability of railroads, supporting the modernization of global rail fleets. Of late, WAB has introduced a number of significant new products, including PTC equipment that includes onboard digital data and global positioning communication protocols.

Wabtec and Intermodal Telematics B.V., a Dutch leader in rail telematics technology, recently expanded their partnership through an agreement granting Wabtec exclusive distribution rights for IMT’s telematics solutions across the European market. This move positions Wabtec as the sole distributor of IMT’s railcar telematics systems in key European freight markets.

 Other major expansion-oriented deals inked by WAB include a multiyear Tier 4 locomotive order in North America valued at over $600 million, a multi-year service contract with a customer in Brazil worth over $240 million, a long-term parts agreement with a customer in Asia, and a multi-year order for new locomotives in Africa. The recent new order wins in Kazakhstan are expected to boost revenues further. The improving global rail supply market in the post-COVID scenario is another positive for the company. The Association of the European Rail Industry, UNIFE, expects the global market for railway systems and services to grow at an annual average of around 3% until 2027-29.

How Do Zacks Estimates Compare for WAB & FDX?The Zacks Consensus Estimate for WAB’s 2025 and 2026 sales implies a year-over-year increase of 6.7% and 5.8%, respectively. The consensus mark for WAB’s 2025 EPS highlights a 17.5% year-over-year drop. The consensus mark for 2026 EPS suggests an 11.5% year-over-year increase. Moreover, EPS estimates for 2025 and 2026 have been trending northward over the past 60 days.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for FDX’s current year sales implies a 4.4% year-over-year increase and the same for the next fiscal year implies a 3.9% year-over-year increase. The consensus mark for FDX’s current fiscal year EPS highlights a 1.4% year-over-year decrease. The same for the next year implies a 13.8% year-over-year increase. The annual EPS estimates for the current and next fiscal years have been trending southward over the past 60 days.

Image Source: Zacks Investment Research

WAB Appears to Be Pricier Than FDXWAB is trading at a forward sales multiple of 2.85, above its median of 2.07 over the last five years. WAB has a Value Score of D. Meanwhile, FDX has a Value Score of A, with its forward sales multiple at 0.58, below its 5-year median of 0.69.

Image Source: Zacks Investment Research

ConclusionWAB’s expensive valuation (compared to its 5-year median) seems to suggest that investors are to pay a premium for this key player in the transportation sector. Agreed that both stocks focus on paying dividends, WAB’s better price performance and northward earnings estimate revisions highlight the fact that its focus on new technologies to improve safety and reliability, apart from its cost-cutting actions, is working well.

Given its better prospects, WAB seems to have an edge over FDX now.

While WAB carries a Zacks Rank #3 (Hold), FDX is currently #4 Ranked (Sell).  

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Goldman Sachs Group, Inc. (NYSE:GS) Q3 2025 Earnings Call October 14, 2025 9:30 AM EDT

Company Participants

David Solomon - Chairman & CEO
Denis Coleman - Chief Financial Officer

Conference Call Participants

Glenn Schorr - Evercore ISI Institutional Equities, Research Division
Ebrahim Poonawala - BofA Securities, Research Division
L. Erika Penala - UBS Investment Bank, Research Division
Chinedu Bolu - Autonomous Research US LP
Betsy Graseck - Morgan Stanley, Research Division
Michael Mayo - Wells Fargo Securities, LLC, Research Division
Brennan Hawken - BMO Capital Markets Equity Research
Daniel Fannon - Jefferies LLC, Research Division
Devin Ryan - Citizens JMP Securities, LLC, Research Division
Gerard Cassidy - RBC Capital Markets, Research Division

Presentation

Operator

Good morning. My name is Katie, and I will be your conference facilitator today. I would like to welcome everyone to the Goldman Sachs Third Quarter 2025 Earnings Conference Call.

On behalf of Goldman Sachs, I will begin the call with the following disclaimer. The earnings presentation can be found on the Investor Relations page of the Goldman Sachs website and contains information on forward-looking statements and non-GAAP measures. This audio cast is copyrighted material of the Goldman Sachs Group, Inc. and may not be duplicated, reproduced or rebroadcast without consent. This call is being recorded today, October 14, 2025.

I will now turn the call over to Chairman and Chief Executive Officer, David Solomon; and Chief Financial Officer, Denis Coleman. Thank you. Mr. Solomon, you may begin your conference.

David Solomon
Chairman & CEO

Thank you very much, operator, and good morning, everyone. Thank you all for joining us. We delivered very strong results in the third quarter and generated net revenues of $15.2 billion, earnings per share of $12.25 and ROE of 14.2%, resulting in an ROE of 14.6% and an ROE of 15.6% for the year-to-date. This performance reflects the strength of our market-leading franchises where we continue to harness the power

Recommended For You

October 14, 2025 14:21 ET

 | Source:

Atlas Salt Inc.

THIS NEWS RELEASE IS NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES

ST. GEORGE'S, Newfoundland and Labrador, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Atlas Salt Inc. (“Atlas Salt” or the “Company”) (TSXV: SALT; OTCQB: REMRF; FRA:9D00) announces that order book interest for its previously disclosed private placement offering currently stands at approximately $8,041,000, exceeding the previously announced targeted gross proceeds of $8,000,000. Atlas Salt expects it will issue at minimum 10,000,000 common shares of the Company (“Common Shares”) at a price of $0.80 per Common Share (“Offering Price”) for aggregate gross proceeds of $8,000,000 (the “Offering”), excluding any additional Common Shares issued pursuant the exercise of the Agents’ Option (as defined below).

The offering is co-led and joint bookrun by Raymond James Ltd. and Ventum Financial Corp., on behalf of a syndicate of agents (collectively, the “Agents”), which included Desjardins Capital Markets.

The Company has also granted the Agents an option (the “Agents’ Option”) to sell up to an additional 1,500,000 Common Shares for additional gross proceeds of up to $1,200,000, exercisable in whole or in part, any time up to 48 hours prior to the closing of the Offering. The Agents shall be under no obligation, in whole or in part, to exercise the Agents’ Option.

The Company has agreed to pay to the Agents a cash commission equal to 6.0% of the gross proceeds of the Offering. The Company has also agreed to issue to the Agents that number of compensation options (“Compensation Options”) equal to 6.0% of the aggregate number of Shares issued by the Company under the Offering. Each Compensation Option is exercisable to acquire one Common Share at a price equal to the Offering Price for a period of 24 months from the closing date of the Offering.

Subject to compliance with applicable regulatory requirements and in accordance with National Instrument 45-106 - Prospectus Exemptions (“NI 45-106”), the Offering will be offered for sale to purchasers resident in all of the provinces of Canada with the exception of Québec pursuant to the listed issuer financing exemption under Part 5A of NI 45-106, as amended by Coordinated Blanket Order 45-935 - Exemptions from Certain Conditions of the Listed Issuer Financing Exemption (the “Listed Issuer Financing Exemption”). The securities issuable from the sale of the Offering are expected to be immediately freely tradeable in accordance with applicable Canadian securities legislation if sold to purchasers resident in Canada. The Common Shares may also be sold in offshore jurisdictions and in the United States on a private placement basis pursuant to one or more exemptions from the registration requirements of the United States Securities Act of 1933, as amended (the “U.S. Securities Act”).

There is an offering document (the “Offering Document”) related to the Offering that can be accessed under the Company's profile at www.sedarplus.ca and on the Company’s website at www.atlassalt.com. Prospective investors should read this Offering Document before making an investment decision.

The net proceeds received from the Offering will be used for civil engineering work related to advancing the Great Atlantic Salt Project towards development and for general corporate and working capital purposes, as further described in the Offering Document.

The Offering is scheduled to close on or about October 21, 2025 (“Closing Date”) or such other date as the Company and the Agents may agree and, in any event, on or before a date not later than 45 days after the date of the news release announcing the Offering. Completion of the Offering is subject to certain conditions including, but not limited to, the receipt of all necessary approvals, including the approval of the TSX Venture Exchange.

Certain insiders of the Company are anticipated to participate in the Offering, and such participation by insiders will constitute a related party transaction as defined in Multilateral Instrument 61-101 - Protection of Minority Security Holders in Special Transactions (“MI 61-101”). The Company intends to rely on exemptions from the formal valuation and minority shareholder requirements provided under sections 5.5(a) and 5.7(1)(a) of MI 61-101 on the basis that neither the fair market value of the securities to be issued under the Offering nor the consideration to be paid by insiders of the Company will exceed 25% of the Company's market capitalization.

This news release does not constitute an offer to sell or a solicitation of an offer to sell any securities in the United States. The securities have not been and will not be registered under the U.S. Securities Act or any state securities laws and may not be offered or sold within the United States or to U.S. Persons unless registered under the U.S. Securities Act and applicable state securities laws or an exemption from such registration is available.

About Atlas Salt

Atlas Salt is developing Canada’s next salt mine and is committed to responsible and sustainable mining practices. With a focus on innovation and efficiency, the company is poised to make significant contributions to the North American salt market while upholding its values of environmental stewardship and community engagement.

For information, please contact:

Jeff Kilborn, CFO & VP Corporate Development
[email protected]
(709) 275-2009

We seek safe harbour.

Cautionary Statement

Neither the TSX Venture Exchange nor its Regulation Services Provider (as the term is defined in the Policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release. This press release includes certain “forward-looking information” and “forward-looking statements” (collectively “forward-looking statements”) within the meaning of applicable Canadian securities legislation. All statements, other than statements of historical fact, included herein, without limitation, statements relating to the future operating or financial performance of the Company, are forward-looking statements. Forward-looking statements are frequently, but not always, identified by words such as “expects”, “anticipates”, “believes”, “intends”, “estimates”, “potential”, “possible”, and similar expressions, or statements that events, conditions, or results “will”, “may”, “could”, or “should” occur or be achieved. Forward-looking statements in this press release relate to the anticipated closing of the Offering; the approval of the TSX Venture Exchange; the filing of the Offering Document; the intended use of proceeds from the Offering. Actual future results may differ materially. There can be no assurance that such statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. Forward-looking statements reflect the beliefs, opinions and projections on the date the statements are made and are based upon a number of assumptions and estimates that, while considered reasonable by the respective parties, are inherently subject to significant business, technical, economic, and competitive uncertainties and contingencies. Many factors, both known and unknown, could cause actual results, performance or achievements to be materially different from the results, performance or achievements that are or may be expressed or implied by such forward-looking statements and the parties have made assumptions and estimates based on or related to many of these factors. Such factors include, without limitation: the timing, completion and delivery of required permits, supply arrangements and financing. Readers should not place undue reliance on the forward-looking statements and information contained in this news release concerning these times. Except as required by law, the Company does not assume any obligation to update the forward-looking statements of beliefs, opinions, projections, or other factors, should they change, except as required by law.

Key Takeaways Macy's Go-Forward business grew comparable sales 2.2%, marking its strongest result in the past 12 quarters.Digital upgrades and omni-channel enhancements boosted engagement and customer loyalty metrics.Bloomingdale's and Bluemercury maintained growth streaks, underscoring Macy's digital-driven progress.
Macy’s Inc. (M - Free Report) strengthened its digital presence in the second quarter of fiscal 2025, with online growth emerging as a core element of its Bold New Chapter strategy. Its Go-Forward business, integrating roughly 350 stores with the digital platform, posted 2.2% comparable sales growth — the strongest in the past 12 quarters. Management noted that digital engagement and omni-channel enhancements were pivotal in driving this momentum and boosting customer loyalty.

Central to Macy’s progress is the integration of digital convenience with in-store experiences. Investments in website improvements and mobile usability have transformed macys.com into a more product- and story-focused platform, emphasizing trend-driven curation and discovery. This evolution helped the retailer achieve its highest second-quarter Net Promoter Score on record, reflecting improved customer satisfaction both online and offline.

Macy’s Marketplace and the off-price “Backstage” online offering also contributed significantly to quarterly results. By expanding product variety and pricing options, these platforms attracted younger, value-conscious shoppers and strengthened cross-channel traffic. Management highlighted that the broader digital ecosystem, supported by strategic brand partnerships, continues to resonate with consumers seeking convenience and quality in one seamless journey.

Luxury banners further supported digital expansion. Bloomingdale’s achieved its fourth consecutive quarter of comparable sales growth, led by online demand for apparel, jewelry and exclusive capsule collections. Bluemercury also maintained its 18th straight quarter of sales growth, driven by high-end skincare and beauty launches. These results demonstrate Macy’s ability to scale digital engagement across diverse customer segments.

Looking ahead, Macy’s plans to leverage omni-channel strategies and data-driven personalization to sustain profitable growth. By combining a modernized digital interface with localized in-store experiences, the retailer aims to position itself as a next-generation department store, seamlessly connecting physical retail with an efficient and inspiring online marketplace.

Macy’s Price Performance, Valuation & EstimatesShares of the company have gained 44.6% in the past three months as compared with the industry’s 38.3% growth.

Image Source: Zacks Investment Research

From a valuation standpoint, Macy’s is trading at a forward 12-month price-to-sales ratio of 0.22X, down from the industry average of 0.43X. M has a Value Score of A.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Macy’s fiscal 2025 earnings implies a year-over-year decline of 25.8%, whereas the same for fiscal 2026 indicates an uptick of 0.1%. Estimates for fiscal 2025 and 2026 have been revised upward by 7 cents and 13 cents, respectively, in the past 30 days.

Image Source: Zacks Investment Research

Macy’s currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Other Key PicksSome other top-ranked stocks are Genesco Inc. (GCO - Free Report) , Deckers Outdoor Corporation (DECK - Free Report) and The TJX Companies, Inc. (TJX - Free Report) .

Genesco is a Nashville-based specialty retail and branded company that sells footwear and accessories in retail stores. It currently flaunts a Zacks Rank of 1.

The Zacks Consensus Estimate for GCO’s fiscal 2026 earnings and sales implies growth of 71.3% and 3.7%, respectively, from the year-ago actuals. Genesco delivered a trailing four-quarter average earnings surprise of 28.1%.

Deckers Outdoor is a leading designer, producer and brand manager of innovative, niche footwear and accessories. It has a Zacks Rank of 2 (Buy) at present.

The Zacks Consensus Estimate for Deckers Outdoor’s current fiscal-year earnings and sales indicates growth of 0.3% and 9%, respectively, from the year-ago actuals. DECK delivered a trailing four-quarter average earnings surprise of 39.5%.

The TJX Companies is a leading off-price retailer of apparel and home fashions. It carries a Zacks Rank #2 at present.

The Zacks Consensus Estimate for The TJX Companies’ current fiscal-year earnings and sales indicates growth of 8.9% and 6.5%, respectively, from the year-ago actuals. TJX delivered a trailing four-quarter average earnings surprise of 5.4%.

Key Takeaways Goldman will buy Industry Ventures for up to $965M in cash, equity and contingent payments.The deal, set to close in Q1 2026, will add 45 Industry Ventures employees to Goldman.The acquisition will boost GS's private markets strategy and enhance its venture capital capabilities.
The Goldman Sachs Group, Inc. (GS - Free Report) entered into an agreement to acquire Industry Ventures, a leading venture capital platform that invests across all stages of the venture capital lifecycle. The move underscores Goldman’s strategic intent to expand its exposure to the innovation economy and further solidify its position in the global alternatives market.

Founded in 2000, Industry Ventures manages $7 billion in assets under supervision and has made over 1,000 primary and secondary investments.

Details of Goldman’s Deal & Financial TermsPer the agreement, Goldman will acquire 100% of the equity of Industry Ventures. The total consideration will include $665 million in cash and equity payable at closing, along with up to $300 million in contingent consideration based on the company’s performance through 2030.

The deal has been approved by both companies’ boards of directors and is expected to close in the first quarter of 2026, subject to regulatory approval and customary conditions.

Upon completion, all 45 employees of Industry Ventures will join Goldman. Hans Swildens, founder and CEO of Industry Ventures, along with senior managing directors Justin Burden and Roland Reynolds, will become partners within Goldman Sachs Asset Management.

GS’s Rationale Behind the Planned AcquisitionThe planned acquisition of Industry Ventures underscores Goldman’s strategic intent to strengthen its position in private markets and expand access to high-growth technology companies for clients globally. Notably, the deal is a well-thought-out step in Goldman’s long-term strategy to strengthen its $540 billion alternatives business, which spans private equity, growth capital, infrastructure, credit and real estate.

Industry Ventures will become part of GS’s External Investing Group, which manages over $450 billion across traditional and alternative strategies. The addition of Industry Ventures’ venture capital expertise and secondary market capabilities will broaden Goldman’s offerings across co-investments, GP stakes and tech-driven private market solutions.

The planned acquisition will likely strengthen Goldman’s ability to support technology entrepreneurs through integrated, end-to-end financial solutions. Building on its longstanding leadership in global wealth management and its market-leading TMT investment banking franchise, GS will combine Industry Ventures’ venture capital expertise with its own scale in investment, lending and advisory services, offering a unified platform that supports companies and investors across every stage of growth.

David Solomon, chairman and CEO of Goldman Sachs, stated, “Industry Ventures pioneered venture secondary investing and early-stage hybrid funds, areas that are rapidly expanding as companies stay private longer and investors seek new forms of liquidity,” Solomon further added, “Industry Ventures’ trusted relationships and venture capital expertise complement our existing investing franchises and expand opportunities for clients to access the fastest growing companies and sectors in the world."

GS’s Prior Efforts to Expand in Private MarketsThe company has been consistently strengthening its private markets platform through strategic partnerships and internal initiatives. In September 2025, the company partnered with T. Rowe Price Group, Inc. in a $1 billion collaboration to co-develop retirement and wealth products. The partnership was later expanded to introduce alternative investment offerings for high-net-worth clients by the end of 2025 and for retirement savers in 2026.

Earlier in January 2025, GS launched several initiatives to accelerate growth in its alternatives business, including the formation of a Capital Solutions Group and the expansion of its private credit and asset management teams. The firm’s Asset Management division also outlined plans to grow its private credit portfolio to $300 billion by 2029, supported by international expansion across Europe, the U.K. and Asia.

Additionally, it intends to ramp up its lending services to private equity and asset managers, with management expecting high single-digit annual growth in private banking and lending revenues over the long term.

GS’s Price Performance & Zacks RankOver the past year, GS shares have soared 50.5% compared with the industry’s 35.2% rise.

Image Source: Zacks Investment Research

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

Acquisition by Other Finance FirmsEarlier this month, Rocket Companies, Inc. (RKT - Free Report) completed the acquisition of Mr. Cooper Group Inc. in terms of a $14.2 billion all-stock transaction. As a result of the acquisition, the combined company is expected to serve nearly 10 million clients, managing a $2.1 trillion unpaid principal balance, which represents roughly one in every six mortgages across the country.

The combination unites Mr. Cooper’s servicing operations with RKT’s scale in mortgage origination and its growing real estate and technology platform. Together, the companies will create a comprehensive homeownership ecosystem spanning mortgage origination, servicing, real estate search, title and closing.

Similarly, last week, Franklin Resources, Inc. (BEN - Free Report) , a global investment management company operating as Franklin Templeton, announced the closure of its acquisition of Apera Asset Management, a pan-European private credit firm.

The acquisition broadened BEN’s global alternative platform and enhanced its direct lending capabilities throughout Europe’s expanding lower middle market.

MP Materials Today

MP

MP Materials

$99.88 +4.82 (+5.07%)

As of 02:23 PM Eastern

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

52-Week Range$15.56▼

$100.25Price Target$74.00

A firestorm of investor interest has engulfed MP Materials NYSE: MP, and the catalyst is the escalating economic tension between the United States and China. On Oct. 13, the MP Materials’ stock price jumped over 21% in a single session, driven by trading volume of nearly 50 million shares, almost five times its daily average.

This explosive move was a direct reaction to statements from the Trump administration threatening countermeasures against China’s dominance of the global rare earths market. This was quickly followed by reports of China considering its own export restrictions on these critical minerals.

In a market suddenly rattled by supply chain uncertainty, MP Materials has been thrust into the spotlight. As the only scaled producer of rare earth elements in the Western Hemisphere, its domestic operations have transformed from a simple business asset into a strategic pillar of U.S. industrial sector policy. This shift in perception is the primary force behind the stock's recent, dramatic re-evaluation.

A Foundation Built for This Exact Moment
The market’s powerful reaction to geopolitical news is magnifying a fundamental transformation that MP Materials has been executing for over a year. The company was uniquely prepared for this moment because it had already taken decisive steps to solve its single greatest vulnerability: its dependency on China.

Historically, MP Materials mined valuable rare earth concentrate at its world-class Mountain Pass facility in California, only to ship it to Chinese processors for the high-margin, technically complex separation process. This summer, the company successfully scaled its on-site Stage II separation facility, finally enabling it to produce high-value rare earth oxides on U.S. soil.

This operational pivot was the crucial move that positioned MP Materials to become the default safe haven and primary beneficiary when a trade war over these materials began to brew.

MP Materials' Repricing: The Geopolitical Premium
The recent stock price climb suggests the market is now valuing MP Materials on more than just its future earnings; it is applying a geopolitical premium. This concept highlights the added value of a company whose assets become critically important during periods of international instability.

The data shows this re-pricing in real time. With its stock now trading around $95 per share, MP Materials has blown past the average Wall Street analyst price target of $74, signaling that the market is valuing the company on a new strategic reality that quantitative models are still racing to catch up with.

This powerful upward momentum is also creating a problematic situation for bearish investors. The stock is a prime candidate for a short squeeze, with short interest still high at over 18% of the public float.

This wave of forced buying can act as an accelerant, adding even more fuel to an ongoing rally.

De-Risked by the DoD, Endorsed by Apple
Before this week's headlines, key government and industry leaders had already recognized MP Materials' strategic importance and moved to secure its future. These foundational partnerships add a powerful layer of validation and stability to the investment case.

The U.S. Department of Defense (DoD) effectively designated the company a national security asset through a landmark agreement. The deal includes a strategic investment that could make the DoD the company’s largest shareholder, aligning its interests with long-term growth.

Crucially, the agreement also established a 10-year price floor of $110 per kilogram for Neodymium-Praseodymium (NdPr), the company's most critical product. This provides a powerful buffer against commodity price volatility and secures a profitability baseline.

Apple NASDAQ: AAPL provided a premier commercial endorsement from the private sector. The tech giant signed a long-term agreement for over $500 million in magnets, proving that a resilient, domestic supply chain is a top priority for the world’s most sophisticated technology sector companies.

2 Reasons to Own MP Stock Now
MP Materials Stock Forecast Today12-Month Stock Price Forecast:
$74.00
-23.92% Downside

Moderate Buy
Based on 13 Analyst Ratings

Current Price$97.26High Forecast$82.00Average Forecast$74.00Low Forecast$64.00MP Materials Stock Forecast Details

For investors, the case for owning MP Materials is now driven by a powerful dual thesis that aligns with long-term growth trends and near-term market risks.

First, it is a fundamental play on the future of technology and green energy. The company's products are essential for electric vehicles, wind turbines, and advanced electronics, positioning it to benefit from decades of secular growth.

Second, it has emerged as a strategic hedge. The stock offers direct, portfolio-level exposure to the upside of one of the most significant geopolitical conflicts impacting global markets, making it a unique instrument for navigating trade uncertainty.

While the company's valuation has expanded, it reflects this new, dual role. MP Materials represents a rare intersection of industrial growth and geopolitical necessity for today's investor.

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

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If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider East West Bancorp (EWBC - Free Report) . This company, which is in the Zacks Banks - West industry, shows potential for another earnings beat.

When looking at the last two reports, this bank holding company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 2.10%, on average, in the last two quarters.

For the last reported quarter, East West Bancorp came out with earnings of $2.28 per share versus the Zacks Consensus Estimate of $2.23 per share, representing a surprise of 2.24%. For the previous quarter, the company was expected to post earnings of $2.05 per share and it actually produced earnings of $2.09 per share, delivering a surprise of 1.95%.

Price and EPS Surprise

Thanks in part to this history, there has been a favorable change in earnings estimates for East West Bancorp lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

East West Bancorp currently has an Earnings ESP of +1.06%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on October 21, 2025.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Essent Group (ESNT - Free Report) . This company, which is in the Zacks Insurance - Property and Casualty industry, shows potential for another earnings beat.

This mortgage insurance and reinsurance holding company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 8.34%.

For the last reported quarter, Essent Group came out with earnings of $1.93 per share versus the Zacks Consensus Estimate of $1.68 per share, representing a surprise of 14.88%. For the previous quarter, the company was expected to post earnings of $1.66 per share and it actually produced earnings of $1.69 per share, delivering a surprise of 1.81%.

Price and EPS Surprise

With this earnings history in mind, recent estimates have been moving higher for Essent Group. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Essent Group has an Earnings ESP of +4.20% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner.

With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Curtiss-Wright (CW - Free Report) , which belongs to the Zacks Aerospace - Defense Equipment industry, could be a great candidate to consider.

This engineering firm has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 10.59%.

For the most recent quarter, Curtiss-Wright was expected to post earnings of $3.13 per share, but it reported $3.23 per share instead, representing a surprise of 3.19%. For the previous quarter, the consensus estimate was $2.39 per share, while it actually produced $2.82 per share, a surprise of 17.99%.

Price and EPS Surprise

With this earnings history in mind, recent estimates have been moving higher for Curtiss-Wright. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Curtiss-Wright currently has an Earnings ESP of +1.45%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on November 5, 2025.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Assurant (AIZ - Free Report) . This company, which is in the Zacks Insurance - Multi line industry, shows potential for another earnings beat.

This insurer has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 22.44%.

For the last reported quarter, Assurant came out with earnings of $5.56 per share versus the Zacks Consensus Estimate of $4.43 per share, representing a surprise of 25.51%. For the previous quarter, the company was expected to post earnings of $2.84 per share and it actually produced earnings of $3.39 per share, delivering a surprise of 19.37%.

Price and EPS Surprise

Thanks in part to this history, there has been a favorable change in earnings estimates for Assurant lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Assurant currently has an Earnings ESP of +6.65%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on November 4, 2025.

When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.

Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Zoetis (ZTS - Free Report) . This company, which is in the Zacks Medical - Drugs industry, shows potential for another earnings beat.

When looking at the last two reports, this animal health company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 7.18%, on average, in the last two quarters.

For the last reported quarter, Zoetis came out with earnings of $1.76 per share versus the Zacks Consensus Estimate of $1.62 per share, representing a surprise of 8.64%. For the previous quarter, the company was expected to post earnings of $1.4 per share and it actually produced earnings of $1.48 per share, delivering a surprise of 5.71%.

Price and EPS Surprise

For Zoetis, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Zoetis currently has an Earnings ESP of +0.41%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on November 4, 2025.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Qualcomm (QCOM - Free Report) . This company, which is in the Zacks Electronics - Semiconductors industry, shows potential for another earnings beat.

This chipmaker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 1.65%.

For the last reported quarter, Qualcomm came out with earnings of $2.77 per share versus the Zacks Consensus Estimate of $2.7 per share, representing a surprise of 2.59%. For the previous quarter, the company was expected to post earnings of $2.83 per share and it actually produced earnings of $2.85 per share, delivering a surprise of 0.71%.

Price and EPS Surprise

With this earnings history in mind, recent estimates have been moving higher for Qualcomm. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Qualcomm currently has an Earnings ESP of +1.43%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner.

Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.

Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Emcor Group (EME - Free Report) , which belongs to the Zacks Building Products - Heavy Construction industry.

This construction and maintenance company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 18.35%.

For the last reported quarter, Emcor Group came out with earnings of $6.72 per share versus the Zacks Consensus Estimate of $5.68 per share, representing a surprise of 18.31%. For the previous quarter, the company was expected to post earnings of $4.57 per share and it actually produced earnings of $5.41 per share, delivering a surprise of 18.38%.

Price and EPS Surprise

With this earnings history in mind, recent estimates have been moving higher for Emcor Group. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.

Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Emcor Group currently has an Earnings ESP of +0.20%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner.

When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.

Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.

Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Key Takeaways AppLovin has jumped 140% in six months, outpacing major digital ad rivals and industry gains.Axon 2 has reignited mobile ad growth, expanding AppLovin's MAX publisher base and market reach.Q2 2025 revenues rose 77% and EBITDA 99%, with analysts projecting 103% earnings growth in 2025.
AppLovin Corporation (APP - Free Report) has surged 140% over the past six months, outpacing the broader industry’s modest 66% rally and major digital ad rivals like Alphabet (GOOGL - Free Report) and Meta Platforms (META - Free Report) , which have gained 56% and 37%, respectively.

                                                  Image Source: Zacks Investment Research

With digital advertising giants gaining momentum, investor sentiment toward ad tech is turning increasingly bullish. The key question now: does AppLovin still present an attractive entry point for investors, or is the stock already running hot?

Axon 2: Powering AppLovin’s AI AdvantageAppLovin has solidified its leadership in mobile advertising, powered by its next-gen AI engine, Axon 2, which launched in the second quarter of 2023. Since its debut, Axon 2 has radically enhanced AppLovin’s ad performance, helping to quadruple advertising spend on its platform.

This explosive growth has led to an estimated $10 billion annual run rate in ad spend from gaming clients, pushing APP into the upper echelon of global ad tech firms by valuation.

Axon 2’s importance goes far beyond mere optimization. In a post-Identifier for Advertisers environment that disrupted mobile user acquisition strategies, Axon 2 served as a critical catalyst for recovery. While Western mobile gaming experienced stagnation in 2022, Axon 2 reignited ad-driven momentum. Though in-app purchases are seeing modest, mid-single-digit growth, AppLovin’s MAX publisher base is expanding at a significantly faster rate, underscoring Axon 2’s strategic advantage.

Google, Microsoft (MSFT - Free Report) and Salesforce (CRM - Free Report) are rapidly advancing generative AI. Microsoft integrates AI in Office via Copilot and expands Azure’s AI. Google embeds AI in Workspace and enhances Vertex AI. Salesforce incorporates AI across its CRM, especially through Einstein Copilot and Data Cloud. Microsoft is also focusing on AI governance, while Google is strengthening AI security. Salesforce further refines dynamic customer experiences.

While these giants focus on enterprise productivity and CRM, Applovintakes a different route, using AI to drive direct monetization in mobile advertising.

Explosive Financial Momentum: Revenues and Profitability on the RiseAppLovin’s financial performance has matched its technological breakthroughs. In the second quarter of 2025, revenues increased 77% year over year, reflecting strong market demand. Adjusted EBITDA jumped 99% year over year, showcasing improved operational efficiency. Net income skyrocketed 156% from the prior year, demonstrating APP’s ability to translate revenue growth into significant profitability. For the full year 2024, revenues climbed 43% year over year, while adjusted EBITDA surged 81%, underscoring AppLovin’s ability to seize market opportunities while maintaining efficiency.

Analyst Projections Signal Continued Growth AheadAnalyst expectations reflect continued optimism. The Zacks Consensus Estimate for third-quarter 2025 earnings is $2.36 per share, representing an 89% increase from the year-ago period. Revenue for the same quarter is expected to reach $1.34 billion, indicating 12% year-over-year growth. Looking further ahead, full-year 2025 earnings are projected to increase 103%, with 2026 earnings expected to rise an additional 55%. Revenues are also expected to increase 18% in 2025 and 32.5% in 2026. These projections underscore confidence in the company’s monetization engine and its ability to deliver strong earnings amid digital ad market expansion.

                                                                 Image Source: Zacks Investment Research

AppLovin Remains a BuyAppLovin's rally is not merely hype; it is rooted in tangible performance, cutting-edge technology, and an expanding advertiser base. The success of Axon 2, coupled with soaring financial metrics and bullish analyst forecasts, supports a bullish outlook. While broader tech firms are steering AI toward enterprise productivity, AppLovin is capitalizing on AI’s power to drive direct, scalable monetization in mobile advertising, a strategy that is paying off. AppLovin remains a strong buy for investors seeking exposure to high-growth AI-powered tech with proven execution.

APP currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.

Boeing Co (NYSE:BA, ETR:BCO) announced on Tuesday that it delivered 55 aircraft to customers in September, as the company is set to record its best year since 2018.  

The company delivered 40 of the 737 Maxes during the month to customers including Southwest Airlines, United Airlines, China Southern and leasing firm AerCap. 

Ryanair, the European discount carrier, received 10 of the 737 Max planes delivered in September.  

Boeing has delivered 440 aircraft in the first nine months of 2025, compared with 568 in the same period of 2018.  

Last month, Boeing CEO Kelly Ortberg said the company expects to produce 42 of the 737 Max planes per month by the end of the year. 

The Federal Aviation Administration (FAA) has capped the company’s 737 Max production at 38 a month following two deadly crashes of the aircraft, including the blowout of a door plug on a flight in January 2024. 

Ortberg expressed his optimism of the approval process with the FAA to an audience at a Morgan Stanley investor conference in September.  

Boeing’s main competitor, Airbus, has reported 507 deliveries to customers so far in 2025. 

Boeing shares added 0.5% at $216.70 in midday trading on Tuesday.

BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX) M&A Call October 14, 2025 8:00 AM EDT

Company Participants

Nick Wilder
Jon Stonehouse - CEO & Executive Director
Charles Gayer - President & Chief Commercial Officer
Babar Ghias - CFO & Head of Corporate Development

Conference Call Participants

Stacy Ku - TD Cowen, Research Division
Laura Chico - Wedbush Securities Inc., Research Division
Steven Seedhouse - Cantor Fitzgerald & Co., Research Division
Brian Abrahams - RBC Capital Markets, Research Division
Jonathan Wolleben - Citizens JMP Securities, LLC, Research Division
Huidong Wang - Barclays Bank PLC, Research Division
Maurice Raycroft - Jefferies LLC, Research Division
John Todaro - Needham & Company, LLC, Research Division
Jessica Fye - JPMorgan Chase & Co, Research Division

Presentation

Operator

Good day, and welcome to the BioCryst Pharmaceuticals Conference Call. [Operator Instructions] Please note this event is being recorded.

I would now like to turn the conference over to Nick Wilder with BioCryst. Please go ahead.

Nick Wilder

Good morning, and welcome to BioCryst's conference call to discuss its proposed acquisition of Astria Therapeutics. Participating with me today are CEO, Jon Stonehouse; President and Chief Commercial Officer, Charlie Gayer; and Chief Financial Officer, Babar Ghias.

A press release and slide presentation about today's news are available on our Investor Relations website. Today's conference call will contain forward-looking statements, including statements related to the proposed transaction, including financial estimates and statements as to the expected timing, completion and effects of the transaction. These statements are subject to known and unknown risks and uncertainties, which may cause our actual results, performance or achievements to be materially different from any future results or performance expressed or implied in this presentation.

For additional information, including a detailed discussion of these risks, please refer to Slides 2 and 3 of the presentation.

I'd now like to turn the call over to Jon Stonehouse.

Recommended For You

Analyst’s Disclosure:I/we have a beneficial long position in the shares of MAA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Super Group (SGHC - Free Report) Limited (SGHC - 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.

The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, 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 -- has this insight at its core.

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 Super Group (SGHC - Free Report) Limited, there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher 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 RevisionsFor the current quarter, the company is expected to earn $0.14 per share, which is a change of +55.6% from the year-ago reported number.

The Zacks Consensus Estimate for Super Group (SGHC - Free Report) has increased 50% 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 $0.46 per share represents a change of +35.3% from the year-ago number.

In terms of estimate revisions, the trend for the current year also appears quite encouraging for Super Group (SGHC - Free Report) . Over the past month, one estimate has moved higher compared to no negative revisions, helping the consensus estimate increase 27.78%.

Favorable Zacks RankOur research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.

Bottom LineWhile strong estimate revisions for Super Group (SGHC - Free Report) have attracted decent investments and pushed the stock 6.5% higher over the past four weeks, further upside may still be left in the stock. So, you may consider adding it to your portfolio right away.

Key Takeaways
Broadcom shares lost ground in early trading Tuesday, giving back a portion of the big gains posted yesterday following news that the chip giant had forged a deal with ChatGPT maker OpenAI.Buying in the stock accelerated yesterday on the highest trading volume in over a month, a move that coincided with the relative strength index reclaiming the 50 threshold to signal a return of bullish price momentum.Investors should watch key overhead areas on Broadcom's chart around $374 and $415, while also monitoring important support levels near $324 and $291.

Broadcom (AVGO) shares dropped Tuesday morning, giving back a portion of the big gains posted yesterday following news that the chip giant had forged a deal with ChatGPT maker OpenAI.

The company said it would collaborate with OpenAI on the development of artificial intelligence accelerator and network systems for delivery from 2026 to 2029. The announcement comes just a week after rival Advanced Micro Devices (AMD) inked a deal with the San Francisco-based AI start-up.

Broadcom shares were down nearly 4% at around $343 in recent trading, tracking a broader move lower for U.S. equities, after surging 10% on Monday. Investors have bid up the stock, which has risen about 50% since the start of the year, amid surging demand for custom AI chips as enterprises build out their AI capacity.

Below, we take a closer look at Broadcom’s chart and use technical analysis to identify key price levels worth watching out for.

Buying Momentum Has Accelerated
After hitting their all-time high last month, Broadcom shares retraced toward the 50-day moving average (MA) before attracting buying interest near the respected indicator.

Buying in the stock accelerated yesterday on the highest trading volume in over a month, a move that also coincided with the relative strength index (RSI) reclaiming the 50 threshold to signal a return of bullish price momentum.

Let’s point out two key overhead areas to watch on Broadcom’s chart and also identify important support levels worth monitoring during profit-taking episodes.

Key Overhead Areas to Watch
Buying from current levels could initially see a move up to around $374. Tactical traders who have bought the recent pullback may look to lock in profits in this location near the stock’s record high, especially if the RSI simultaneously moves into overbought territory.

If the shares enter price discovery mode, investors can forecast a possible overhead target to watch by using bars pattern analysis, a technique that analyzes prior price action to project future directional movements.

When applying the analysis to Broadcom’s chart, we take the uptrend from late August to early September and reposition it from last month’s low. This forecasts a bullish target of around $415, implying 16% upside from Monday’s closing price. We selected this prior move as it followed an earlier dip to the 50-day-MA in August, providing clues as to how a new trend higher from the indicator may take shape if price action rhymes.

Important Support Levels Worth Monitoring
The first support level worth monitoring sits around $324. This area on the chart could attract buying interest near the September and October lows, which currently closely align with the rising 50-day MA.

Finally, selling below this important level could spark a more significant drop to the $291 level. Investors could look to accumulate Broadcom shares in this region near a trendline that connects a range of corresponding trading activity on the chart between July and September.

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HARTSVILLE, S.C., Oct. 14, 2025 (GLOBE NEWSWIRE) -- The Board of Directors of Sonoco (NYSE: SON) has declared a $0.53 per share quarterly common stock dividend. This dividend will be paid on December 10, 2025, to shareholders of record as of December 10, 2025.

According to Howard Coker, President and Chief Executive Officer, this is the 402nd consecutive quarter and 100th year dating back to 1925, that Sonoco has paid dividends to shareholders, and is the 42nd consecutive year the Company has increased its annualized dividend. Based on the closing price of Sonoco’s common stock on October 13, 2025, the Company’s dividend provides approximately a 5.35% yield, which is more than double the dividend yield of the S&P 500 Index.

About Sonoco
Founded in 1899, Sonoco (NYSE: SON) is a global leader in value-added, sustainable metal and fiber consumer and industrial packaging. The Company is now a multi-billion-dollar enterprise with approximately 23,400 employees working in 285 operations in 40 countries, serving some of the world’s best-known brands. Guided by our purpose of Better Packaging. Better Life.,® we strive to foster a culture of innovation, collaboration and excellence to provide solutions that better serve all our stakeholders and support a more sustainable future. In 2025, Sonoco was named one of America’s Most Admired and Responsible Companies by Newsweek and by USA TODAY’s list of America’s Climate Leaders. For more information on the Company, visit our website at www.sonoco.com