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3 Biotech Stocks That Could Benefit from the Patent CliffIntellia Therapeutics NASDAQ: NTLA said it advanced its lead gene-editing programs during the second quarter, highlighting positive Phase III results for lonvo-z in hereditary angioedema and the resumption of enrollment in Phase III studies of nex-z for transthyretin amyloidosis.

Chief Executive Officer John Leonard said the company is preparing a rolling biologics license application, or BLA, for lonvo-z, a one-time therapy intended to treat hereditary angioedema, or HAE. Intellia expects to be positioned to announce FDA acceptance of the filing by the end of 2026 and is preparing for a potential U.S. approval and launch in the first half of 2027.

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Lonvo-z Phase III results and launch preparations Goldman Spotlights These 3 Stocks in Its Bullish S&P 500 OutlookLeonard pointed to results from the Phase III HALO trial, which were presented at the European Academy of Allergy and Clinical Immunology meeting and published in The New England Journal of Medicine. During the six-month primary observation period, lonvo-z reduced mean monthly HAE attacks by 87% compared with placebo, according to the company.

Sixty-two percent of patients receiving lonvo-z were attack-free and therapy-free during the observation period. Patients in the lonvo-z arm recorded a 23-point improvement from baseline in the total angioedema quality-of-life score. Leonard said a six-point change is considered clinically meaningful. All patients in the lonvo-z arm experienced attack-rate reductions from baseline during weeks five through 28, according to patient-level data cited by the company. The most common treatment-emergent adverse events were infusion-related reactions, headache and fatigue. All reported events were Grade 1 or Grade 2, and no serious adverse events had been observed in the lonvo-z arm as of the data cutoff. Leonard said patients in both the original treatment arm and crossover group remained free of long-term prophylaxis therapy at the data cutoff. He also said the company believes some patients may continue to improve over time based on preclinical work and observations from its Phase I/II study.

Analysts Think These Stocks Could More Than Double in ValueIntellia has completed hiring for field medical, reimbursement and strategic accounts teams as it builds its commercial infrastructure. The company said those teams are engaging treatment centers on readiness, while separate work continues on payer outreach, distribution planning and access strategy.

During the quarter, Intellia launched the HAEreframed.com disease-awareness initiative. Leonard said the effort is intended to broaden understanding of the burdens associated with HAE, including the recurring requirements of chronic therapy and prior authorizations.

Nex-z trials resume as company adds HLA screening Intellia said it resumed enrollment and dosing in both Phase III nex-z studies during the second quarter after resolving clinical holds earlier in the year. Nex-z is being evaluated as a one-time treatment for transthyretin amyloidosis, including cardiomyopathy and polyneuropathy.

Leonard said more than 650 patients have been enrolled in the MAGNITUDE study in transthyretin amyloid cardiomyopathy, or ATTR-CM. The trial’s primary endpoint is event-based, rather than time-bound, and the company said its blinded event rate remains within its internally projected range. Intellia remains on track to complete enrollment in MAGNITUDE-2 later in 2026, though management said it was premature to provide data timing.

The company also discussed a genetic analysis involving more than 600 patient samples across nex-z clinical trials. The blinded analysis identified an HLA allele known as C0501 that was associated with a significantly higher rate of Grade 3 or greater transaminase elevations. Each of the five highest elevations after dosing occurred in patients carrying the allele, Leonard said.

About 12% of analyzed samples carried C0501, although the majority of those patients did not experience severe transaminase elevations. Intellia said the finding appears specific to nex-z and does not have implications for lonvo-z. The company has updated trial protocols, investigator brochures and informed-consent documents to incorporate HLA typing for patients in its Phase III nex-z studies.

Patients and investigators will receive HLA results during screening or before crossover, allowing them to make treatment decisions with additional information. Leonard said Intellia is discussing the findings with the FDA and does not currently expect the screening process to slow enrollment.

Management said it believes the liver-enzyme findings support its earlier hypothesis that the elevations may be related to an adaptive immune response. The company has implemented enhanced monitoring and intervention measures, which Leonard said could be used in a commercial setting if needed.

Quarterly financial results Chief Financial Officer Ed Dulac said Intellia completed an equity financing in April that generated approximately $195 million in net proceeds. Cash, cash equivalents and marketable securities totaled $628.4 million as of June 30, 2026, up from $605.1 million at the end of 2025.

The company said it expects its cash balance to fund operations into at least 2028. Dulac noted that this runway estimate excludes potential revenue from lonvo-z.

Second-quarter collaboration revenue was $7.7 million, compared with $14.2 million a year earlier, primarily reflecting lower revenue from Regeneron. Research and development expense declined to $82.6 million from $97 million, driven by lower external costs for lonvo-z and nex-z and reduced stock-based compensation. General and administrative expense rose to $37.8 million from $27.2 million, reflecting commercial infrastructure buildout, legal costs and stock-based compensation. Net loss was $106.6 million for the quarter, compared with a net loss of $101.3 million in the prior-year period. Intellia said it will continue evaluating information from the CARDIO-TTRansform study of eplontersen as it considers whether any changes could further optimize the MAGNITUDE trial design.

About Intellia Therapeutics (NASDAQ:NTLA)Intellia Therapeutics, Inc NASDAQ: NTLA is a clinical‐stage biotechnology company focused on developing potentially curative genome editing therapies using the CRISPR/Cas9 platform. The company's research spans both in vivo and ex vivo applications of CRISPR/Cas9, aiming to correct or disable disease‐causing genes with a single administration. Intellia's lead in vivo program targets transthyretin amyloidosis (ATTR) by delivering CRISPR/Cas9 machinery directly to the liver, while additional preclinical efforts pursue treatments for hemophilia A, hereditary angioedema and other genetic disorders.

Beyond its in vivo pipeline, Intellia collaborates with strategic partners to extend the impact of its genome editing approach.

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At $312.41, Apple (NASDAQ:AAPL | AAPL Price Prediction) is a Hold. The stock dropped 6.3% in a week while the S&P 500 climbed, and the reason matters more than the move itself.

Apple remains the world’s most profitable consumer hardware and services franchise, with a $4.54 trillion market cap and 2.5 billion active devices. Fiscal Q3 delivered $109.417 billion in revenue, up 16.36% year over year, with EPS of $2.02. The stock filed at $340 and dropped nearly 8% within an hour.

The setup is unusual. Headline numbers were excellent, capex paid off, yet the market flinched at what lay underneath.

Why the Post-Earnings Drop Looks Like a Gift Bulls argue this is a rare entry point in a franchise that almost never goes on sale. Every geographic segment posted double-digit growth, iPhone revenue jumped to $54.252 billion from $44.58 billion, and Services expanded to $30.739 billion. Operating income grew 26.57%, well ahead of revenue.

Capital return remains enormous, with $62.094 billion in nine-month buybacks and a fresh $100 billion authorization. Prediction markets assign a 97% probability to an iPhone 18 launch this year and 85.5% odds on a foldable iPhone before 2027.

Why the Underlying Report Was Softer Than It Looked Bears have a cleaner story. Tariff refunds added roughly 2 percentage points to gross margin and $0.11 to EPS, a one-time boost that will not repeat. Services grew 12.1% year over year but missed the $31.2 billion consensus, a soft spot in Apple’s highest-margin business.

Supply chain leverage is shifting the wrong way. Reddit’s dominant post-earnings narrative pivoted to CXMT refusing Apple’s price-cut demand as Huawei and Xiaomi hand it rare leverage, and a global DRAM and NAND crunch is pushing input costs higher. R&D surged to $11.73 billion from $8.9 billion, with no visible payoff yet on Apple Intelligence.

At a trailing P/E of 35 and forward P/E near 32, the multiple assumes flawless execution.

Why Neither Side Has Closed the Case The fundamentals are too strong for a Sell and the setup too crowded for a Buy. iPhone demand is real, Services is decelerating but still growing, and buybacks provide a floor. The one-time tariff benefit and DRAM cost pressure will both become visible next quarter, when the real underlying margin picture emerges.

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Watch three things over the next two quarters: Services growth reacceleration, gross margin without tariff help, and whether the foldable iPhone and Siri AI rollouts land. Until then, risk and reward look balanced.

What the Numbers Actually Say Apple trades at $312.41, against an analyst consensus target of $324.01, implying modest single-digit upside. Coverage is broad, with 46 analysts tracked and a rating split of 6 Strong Buy, 22 Buy, 14 Hold, 2 Sell, and 2 Strong Sell.

Over the past week, Apple fell 6.3% while the S&P 500 rose 3.62%. Year to date, Apple is up 15.13% versus 12.71% for the index, and one-year returns are 47.08% versus 21.46%.

Why Patience Beats Conviction at This Price At $312.41, Apple is a Hold.

The bull thesis needs Services to reaccelerate and Apple Intelligence to become a demonstrable differentiator. The bear thesis needs gross margins to compress once tariff refunds fade and memory costs bite. Both catalysts land in the same window, likely the September quarter and December holiday earnings report, and neither is knowable today.

Buying here pays a premium for a franchise whose highest-margin segment just missed and whose supplier leverage is deteriorating. Selling ignores 32 times forward earnings in fresh buyback authorization, an iPhone 18 launch the crowd puts at 97% odds, and a foldable device pipeline the market largely believes in.

Invalidation signals are specific. A clean Services beat above $100 billion next quarter or gross margins holding above 46% without tariff help would tip this toward Buy. Services below 10% growth or margins slipping into the low-44% range would tip it toward Sell. Neither has happened.

Waiting is the right call because the next earnings report will resolve the exact ambiguity that made this one so hard to trust.

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Microsoft (NASDAQ:MSFT | MSFT Price Prediction) at $499.86 sits at a pivotal level, and the fiscal 2026 earnings report is the reason. After a violent round trip that took shares from the low $500s down to the high $380s and back, the stock is once again testing the level bulls need to defend to keep the AI monetization narrative intact.

Microsoft is the second-largest company in the world by market cap, with a business anchored on Azure, Microsoft 365, and a widening AI stack built around Copilot and its restructured OpenAI relationship. Fiscal Q4 delivered $90.007 billion in revenue, up 17.75% year over year, and non-GAAP EPS of $4.74, the fifth consecutive quarter Microsoft has beaten Wall Street estimates.

The stock rebounded 28.55% over the past month, forcing every investor to make a call at $500. Azure crossed $100 billion in full-year revenue for the first time, growing 43% in Q4. Commercial Remaining Performance Obligations reached $678 billion, up 84% year over year, giving Microsoft one of the largest contracted revenue backlogs in enterprise software history. AI services contributed more than 11 percentage points to Azure growth, evidence that capex is converting into revenue.

Why the Earnings Report Justifies Paying Up Copilot passed 30 million paid seats against a 400 million Office 365 addressable base. At a forward P/E near 25, bulls argue you are paying a modest multiple for a business compounding revenue at 17.7% with a 45.1% operating margin.

Why the Capex Bill Could Break the Story Full-year capex hit $115.948 billion, up 79.62%, and free cash flow fell 6.46% for the year and 23.19% in Q4. Cash and equivalents dropped 30.78% year over year. Bears see two active securities class actions alleging misleading Copilot disclosures, and prediction markets assign only a 48% probability that MSFT finishes the week above $500.

Why Patience Has an Argument The stock is down 4.01% over the past year while the S&P 500 rose 21.46%. That relative weakness reflects real investor unease over capex intensity and Copilot monetization timing. Waiting one quarter to see whether free cash flow re-accelerates costs little if the thesis is durable.

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The Numbers Behind the Verdict Microsoft currently trades at $499.86 with a market cap near $3.62 trillion and a trailing P/E of 27. The consensus analyst price target sits at $562.73, implying meaningful upside from here, though targets are one input rather than a promise.

Coverage runs 57 analysts deep: 14 Strong Buy, 40 Buy, 3 Hold, and zero Sell ratings. Year to date, MSFT is up 3.82%, materially lagging the S&P 500’s 12.71% gain. That underperformance is the setup bulls are pricing.

Why $500 Is the Key Level At $500, Microsoft’s bull framework rests on three catalysts. First, RPO of $678 billion converts into recognized revenue over the next several quarters, giving the top line rare visibility at this scale. Second, Copilot’s 30 million seats represent early penetration, and usage-based enterprise pricing should expand gross margins as adoption deepens.

Third, the capex cycle peaks. Free cash flow compression is the bear’s best card, but the $250 billion incremental OpenAI Azure commitment and a $37 billion AI run rate up 123% suggest monetization is running ahead of depreciation. A single quarter of free cash flow re-acceleration re-rates the multiple.

The thesis breaks if Azure growth decelerates below the mid-30s or Copilot seat growth stalls. Absent that, paying 25x forward earnings for the AI infrastructure winner with a fortress balance sheet is what the bull case looks like at $500.

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Second Quarter Net Sales Increased by 12% to $18.7 Million from $16.7 Million in the Second Quarter of 2025; Second Quarter Net Income Increased by 47% to $1.8 Million from $1.2 Million in the Prior Year Period Net sales for the second quarter of 2026 were $18.7 million, up 12.0%, compared to $16.7 million for the second quarter of 2025 Building Supply segment sales increased to $11.7 million, up 5.5%, compared to $11.1 million for the three months ended June 30, 2025 Disposable Protective Apparel sales increased by $1.4 million, or 24.9%, to $7.0 million, compared to $5.6 million for the same period of 2025 Net income for the second quarter of 2026 was $1.8 million, or $0.18 per diluted share, compared to $1.2 million, or $0.12 per diluted share for the second quarter of 2025 Excluding the impact of the International Emergency Economic Powers Act (“IEEPA”) tariff refund, net income for the second quarter of 2026 was $1.6 million* or $0.16 per diluted share*, compared to $1.2 million, or $0.12 per diluted share for the second quarter of 2025 Cash of $18.9 million and working capital of $51.0 million, with no debt, as of June 30, 2026 * Management reviews and analyzes several key performance measures which are non-GAAP financial measures when shown excluding the impact of the IEEPA tariff refund, including gross profit, net income, basic earnings per share, and diluted earnings per share. These measures are reviewed and analyzed in order to evaluate our business performance, identify trends affecting our business, allocate capital, and make strategic decisions, including those discussed below.

3 Rebound Candidates With Technical TailwindsLyft NASDAQ: LYFT reported record second-quarter operating performance, with more than 30 million active riders and 262 million rides, as the company pointed to growth across North American rideshare, bikes, Canada and its European Freenow business.

Chief Executive Officer David Risher said the company is on track to exceed 1 billion rides in 2026. He attributed the quarter’s momentum to Lyft’s strategy of customer focus, operational execution and partnerships, while noting that premium modes posted double-digit year-over-year growth for the 12th consecutive quarter.

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3 Major Buybacks Just Dropped—Here’s the Signal Investors SeeChief Financial Officer Erin Brewer said gross bookings rose 23% year over year to $5.5 billion, while adjusted EBITDA increased 37%. Lyft also recorded its fourth consecutive quarter with more than $1 billion in trailing-12-month free cash flow.

Growth broad-based across markets and products Brewer said rider growth was not driven by a single factor. She cited continued strength in North American rideshare, expansion in lower-scale markets, growth in Canada and strong performance in Lyft’s bike operations. The company said several operated bike markets reached daily and weekly records, supported by the adoption of e-bikes for commuting.

Instacart’s Pricing Tests Spark Backlash... But Investors Didn't CareRisher said Canada’s business was growing at nearly double the prior-year rate, while Europe was posting organic ride growth roughly a year after Lyft acquired Freenow. He said product and technology changes have begun to produce results in Europe, though the company remains in the early stages of its plans for the business.

Lyft also highlighted service-level improvements. Risher said average pickup times improved year over year, varying by geography, and that Lyft now picks up riders as fast as or faster than its main competitor 75% of the time, despite having lower market share.

Products including Lyft Teen and Lyft Silver continued to perform well, according to Risher. He added that seasonal activity and World Cup-related demand were beneficial but were not the core drivers of the company’s growth.

Partnerships account for a growing share of rides Approximately 30% of North American rideshare trips were linked to a partner during the quarter, an all-time high for Lyft. Risher said those partnerships include DoorDash, United Airlines, Bilt, Chase Sapphire, Chase Southwest and Alaska Airlines.

Lyft expanded its DoorDash relationship into Canada, while Risher said United Airlines’ partnership has had a strong start. He also said Bilt members have spent 1.5 billion Bilt points on Lyft rides. The company views partner-linked rides as an important source of higher-value trips and future margin expansion.

Risher said Lyft’s priority is to deepen existing partnerships, arguing that the company has substantial room to expand current relationships. “Each one of the partnerships we have, we think we’re sort of in early days,” he said.

Margins, mix and pricing Brewer said Lyft expects adjusted EBITDA margin expansion in the third quarter and described continued cost discipline, operational leverage, growth in higher-value modes and partner-linked rides as key contributors.

She said lower-scale markets and Canada have continued to grow faster than average, while business-to-business offerings represent another early-stage opportunity. Lyft is also targeting rider incentives to encourage loyalty, product adoption and marketplace balance, she said.

On pricing, Brewer characterized the 2026 environment as relatively stable. She noted that gross bookings per ride can be affected by mix, including growth in higher-value modes, advertising and chauffeuring businesses. Lyft’s third-quarter ride and gross-booking mix will also be influenced by seasonality in bikes, which carry lower gross bookings per ride but strong unit economics, as well as Freenow’s typically lower ride activity during Europe’s August holiday period.

Brewer said Lyft offers options across price points, including bikes, Wait & Save and premium ride modes. She said the company has not seen meaningful changes in customer engagement with Wait & Save.

Autonomous vehicle initiatives remain in early stages Lyft said its autonomous vehicle roadmap is progressing in Nashville and London. Risher said Lyft took over operations of Waymo’s temporary Nashville depot on June 9 and has exceeded service-level agreements with its partner. A purpose-built Nashville depot, formerly a U.S. Postal Service facility, is expected to open around October and will be able to handle hundreds of vehicles.

Lyft remains on track to make Waymo rides available through the Lyft app in Nashville before year-end, Risher said. The company expects the deployment to include dynamic supply sharing rather than dedicated vehicle pools for each company.

In London, Lyft is testing Baidu RT6 autonomous vehicles. Brewer said the current fleet is small and its financial effect is “de minimis,” a condition she expects to continue in the near term. Risher said Lyft likes the long-term unit economics of autonomous vehicles but did not provide further details on deployment scale or near-term economics.

Risher also said Lyft has seen 20% ride growth in San Francisco, where autonomous vehicles are operating, across commuting and leisure use cases. He said the company believes AVs can expand the rideshare market rather than simply replace driver-operated trips.

Lyft expects to continue integrating Freenow into its global platform. Beta testing for a unified Lyft app is live in more than a dozen European cities, and Risher said travelers are expected to be able to book rides natively through the Lyft app by 2027. In the meantime, the company is beginning a gradual “Freenow by Lyft” branding effort in markets including Barcelona, Dublin and Athens.

About Lyft (NASDAQ:LYFT)Lyft, Inc NASDAQ: LYFT operates a peer-to-peer ridesharing platform that connects passengers with drivers through a mobile application. Since its founding in 2012, the company has expanded beyond traditional ride-hailing to include bike and electric scooter rentals, while also offering rental cars and public transit options in select markets. Lyft's platform uses GPS mapping and dynamic pricing algorithms to optimize driver-passenger matches and route efficiency.

Headquartered in San Francisco, California, Lyft primarily serves urban and suburban markets across the United States and Canada.

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Pantelick to serve as CFO into the first quarter of 2027, then as senior adviser through July 1, 2027; search for his successor underway

NO-HEADQUARTERS/REDWOOD CITY, Calif.--(BUSINESS WIRE)--PubMatic, Inc. (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced that Steve Pantelick, Chief Financial Officer, intends to retire after fifteen years in the role. Pantelick will continue to serve as Chief Financial Officer into the first quarter of 2027, and then as a senior adviser through July 1, 2027, to support continuity and a smooth transition. The Company has initiated a search for his successor.

Since joining PubMatic in 2011, Pantelick has played a central role in the company's growth from a privately held business into a global public company, leading its finance and legal organizations including accounting, tax, treasury, SEC reporting and investor relations. Since its 2020 initial public offering, revenue has nearly doubled, and the company has generated approximately $450 million in net cash provided by operating activities, returned nearly half of it to shareholders through the repurchase of more than $211 million of its shares, and maintained a debt-free balance sheet.

Under Pantelick's leadership, PubMatic has been profitable on an adjusted EBITDA basis for 41 consecutive quarters, a streak that began in 2016, more than four years before the IPO. He also helped shape the company's disciplined operating model, driving productivity gains that funded strategic reinvestment. The organization he built has the leadership depth, operating rigor and institutional knowledge to support the company's continued success.

"Steve has been my partner in building PubMatic for fifteen years," said Rajeev Goel, Co-Founder and CEO. "I’ve relied on his judgment through every major decision, and the trust he has earned, inside PubMatic and with our investors, is one of the company’s great assets. He has built a strong leadership team that is well prepared for the growth opportunities ahead. I am deeply grateful for his partnership, his leadership and his friendship."

"Today, I believe PubMatic is in the strongest position I have seen in my fifteen years here, which is what makes this the right time to begin planning my retirement,” said Steve Pantelick, Chief Financial Officer. “I joined PubMatic when it was a small private company, and together with Rajeev and this exceptional team, we have built something I am incredibly proud of: a global public company with a strong financial model, substantial operating flexibility and a culture of disciplined execution. My priority is continuing the momentum we reported today."

The announcement coincides with PubMatic's second quarter 2026 financial results, issued separately today, which included the company's return to double-digit year-over-year revenue growth ahead of schedule and expanded profitability. Additional details regarding the transition will be included in the Company's filings with the Securities and Exchange Commission.

Forward Looking Statements

This press release contains "forward-looking statements" regarding future events, including statements regarding the timing and terms of Mr. Pantelick's transition and retirement, the Company's search for a successor Chief Financial Officer, and the anticipated continuity of the Company's financial leadership and operations during this transition. These forward-looking statements are based on our current expectations and assumptions and may differ materially from actual results due to a variety of factors, including our ability to identify, recruit, and transition a successor Chief Financial Officer in a timely manner or at all; the potential for disruption to our business, financial reporting, or operations during the transition period; and the other risks and uncertainties described in the "Risk Factors" section of our SEC filings, including our Annual Report on Form 10-K and Quarterly Reports on Form 10-Q, available on our investor relations website at https://investors.pubmatic.com and on the SEC website at www.sec.gov. All information in this press release is as of August 6, 2026. We undertake no obligation to update any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law.

About PubMatic

PubMatic is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency. Since 2006, PubMatic has pioneered major advances in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable open internet. Built to Connect. Powered to Perform.

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Saccaro’s Appointment is Effective August 17, 2026; Wetteny Joseph to Serve as a Special Advisor to the CEO on Financial Matters Until Early 2027

PARSIPPANY, N.J.--(BUSINESS WIRE)--Zoetis Inc. (NYSE: ZTS) today announced the appointment of James (Jay) Saccaro as Executive Vice President, Chief Financial Officer and Chief Operating Officer, effective August 17, 2026. In this newly created role, Mr. Saccaro will lead Zoetis’ global finance function, shaping capital allocation, financial strategy, reporting and controls, and investor engagement and oversee Global Manufacturing and Supply to drive operational execution and performance. With Mr. Saccaro’s appointment, Wetteny Joseph will transition to an advisory role effective August 17, 2026. Mr. Joseph has agreed to remain with the company as a Special Advisor to the CEO on financial matters until early 2027 to facilitate a smooth transition.

Mr. Saccaro joins Zoetis with extensive executive leadership experience at large-scale life sciences companies. He most recently served as Vice President and CFO at GE HealthCare, where he led key initiatives for the newly established public company, including designing processes and approaches across finance, accounting, new product planning, R&D prioritization, and capital allocation, and overseeing the Information Technology function. Previously, Mr. Saccaro spent over two decades at Baxter International Inc., where he held positions of increasing responsibility, culminating in his role as Executive Vice President and CFO for eight years. In that role, he oversaw all aspects of the company’s finance and information technology functions and led a number of high-impact enterprise initiatives, including a margin and cash flow improvement plan following the company's successful spin-off of Baxalta. Mr. Saccaro led business development for Baxter’s $5 billion Medication Delivery unit and played a key role in major M&A.

“We are excited to welcome Jay to Zoetis as we prepare for our next wave of innovation-driven growth,” said Kristin Peck, Chief Executive Officer of Zoetis. “Jay brings a unique combination of skills to this newly created leadership position. He is a seasoned finance executive with 12 years of CFO experience at some of the world's leading healthcare companies and has proven expertise in successfully developing and executing company-wide strategic initiatives. Jay’s track record of designing financial frameworks that balance R&D investment with operational rigor and efficiency will be a significant asset as we sharpen our competitive edge and invest in our future growth platforms. In this expanded role, Jay will also continue to strengthen our global manufacturing and supply operations, enhancing supply chain and distribution performance, and driving greater operational excellence and agility. I look forward to partnering with Jay to build on our industry leadership and deliver sustainable growth and long-term value for shareholders.”

“I am thrilled to join the world’s leading animal health company,” said Mr. Saccaro. “From the company’s deep innovation pipeline to its products that have built and defined categories in the industry, Zoetis is an exceptional business grounded in a deep commitment to setting new standards for the future of animal care. There is tremendous runway to build on that legacy, and alongside Kristin, the leadership team and Zoetis’ talented colleagues, I’m eager to help unlock the opportunities ahead and drive sustainable value creation.”

Ms. Peck added, “On behalf of the Board of Directors and the entire Zoetis team, I thank Wetteny for his strong leadership, partnership, and many important contributions since joining the company five years ago. During his time with Zoetis, Wetteny has helped guide the company through a period of significant investment, change, and growth. We are grateful for his support through this transition and wish him all the best in his next chapter.”

“I am honored to have served as CFO of Zoetis and proud of our team’s accomplishments during my time with the company,” said Mr. Joseph. “I remain confident in Zoetis’ strategy, people and long-term opportunities. Zoetis remains strongly positioned to continue innovating and leading the animal health industry, and I look forward to watching its success for years to come.”

About Jay Saccaro

James (Jay) Saccaro is an accomplished executive with extensive leadership experience across global healthcare and life sciences organizations. He joins Zoetis from GE HealthCare, where he served as Vice President and Chief Financial Officer since 2023, leading the company’s finance, information technology, strategy and business development functions. Prior to GE HealthCare, Mr. Saccaro served as Executive Vice President and CFO at Baxter International Inc. from 2015 to 2023, where he played a key role in leading the company’s post-spin transformation, margin improvement initiatives and capital structure optimization. Prior to rejoining Baxter, Mr. Saccaro was Senior Vice President and CFO at Hill-Rom Corporation. He had previously served as the Corporate Vice President and Treasurer of Baxter from 2011 to 2013. Mr. Saccaro originally joined Baxter in 2002 as manager of strategy for the BioScience business, and over the years assumed positions of increasing responsibility, including vice president of financial planning and vice president of finance for the company’s operations in Europe, Middle East and Africa. He began his career in strategic planning at The Walt Disney Company.

Mr. Saccaro received a bachelor’s degree in economics and master’s degree in engineering-economic systems from Stanford University.

About Zoetis

Zoetis is the world’s leading animal health company, driven by a singular purpose: to nurture our world and humankind by advancing care for animals. With a legacy of nearly 75 years, Zoetis continues to pioneer ways to predict, prevent, detect, and treat animal illness, supporting veterinarians, livestock producers, and pet owners in over 100 countries. We integrate deep scientific expertise, data-driven R&D, advanced manufacturing, and commercial excellence to deliver meaningful innovation across medicines, vaccines, diagnostics, biopharmaceuticals, and digital solutions. Guided by our vision to be the most trusted and valued animal health company, Zoetis is committed to setting new standards for the future of animal care through innovation, customer obsession, and purpose-driven colleagues. To learn more, visit Zoetis.com.

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Forward-Looking Statements: This press release contains forward-looking statements, which reflect the current views of Zoetis with respect to business plans or prospects and other future events. These statements are not guarantees of future performance or actions. Forward-looking statements are subject to risks and uncertainties. If one or more of these risks or uncertainties materialize, or if management's underlying assumptions prove to be incorrect, actual results may differ materially from those contemplated by a forward-looking statement. Forward-looking statements speak only as of the date on which they are made. Zoetis expressly disclaims any obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise. A further list and description of risks, uncertainties and other matters can be found in our most recent Annual Report on Form 10-K, including in the sections thereof captioned “Forward-Looking Statements and Factors That May Affect Future Results” and “Item 1A. Risk Factors,” in our Quarterly Reports on Form 10-Q and in our Current Reports on Form 8-K. These filings and subsequent filings are available online at www.sec.gov, www.zoetis.com, or on request from Zoetis.

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Ongoing Strategic Actions Expected to Reduce Annualized Cash Burn by Approximately $25 Million

Announced Agreement to Sell MarkForged, Inc. to Stratasys; Transaction Expected to Close in the Second Half of 2026

Completed Sale of AME and Fabrica Product Lines

WALTHAM, Mass., Aug. 06, 2026 (GLOBE NEWSWIRE) -- Nano Dimension Ltd. (Nasdaq: NNDM) (“Nano Dimension”, “Nano”, or the “Company”) today reported financial results for the second quarter ended June 30, 2026.

Second Quarter 2026 Highlights:

Revenue: $29.0 million, a 12.1% increase from $25.8 million year-over-yearGross Margin (“GM”): 45.9%, up from 27.3% year-over-yearAdjusted Gross Margin (“Adjusted GM”): 48.8%, up from 44.7% year-over-yearNet Loss from Continuing Operations: $6.8 million, an improvement compared to a loss of $11.4 million year-over-yearAdjusted EBITDA Loss from Continuing Operations: $9.6 million, an improvement compared to a loss of $16.7 million year-over-yearTotal cash, cash equivalents, deposits, restricted deposits and marketable equity securities: $433.3 million as of June 30, 2026, compared to $441.6 million as of March 31, 2026 Adjusted EBITDA and Adjusted Gross Margin are non-GAAP financial measures. More information, including a reconciliation of Adjusted EBITDA and Adjusted Gross Margin to the most directly comparable GAAP financial measure can be found below in this press release under “Non-GAAP Financial Measures” and “Reconciliation of US GAAP to Non-GAAP Measures.”

Second Quarter 2026 Financial Details:

Revenue increased 12.1% year-over-year to $29.0 million, driven primarily by continued strength in the Company's Essemtec product line. Markforged contributed $14.1 million of revenue during the quarter, a decrease of $2.0 million compared to the prior-year period. Excluding Markforged, revenue increased $5.2 million, or 53.1%, year-over-year, primarily reflecting growth in the Essemtec product line, partially offset by a $1.1 million decrease in revenue due to the sale of the AME product line.

GAAP gross profit increased 88.8% year-over-year to $13.3 million, while gross margin improved to 45.9%, compared to 27.3% in the prior-year period. The improvement was primarily driven by the non-recurrence of non-cash charges recognized in the second quarter of 2025, higher sales volumes, a more favorable product mix, and the continued execution of margin improvement initiatives across the Company. The Company's continued focus on margin improvement is also reflected in non-GAAP gross profit, which increased 22.3% year-over-year to $14.1 million, while Adjusted gross margin improved to 48.8%, compared to 44.7% in the prior-year period.

The Essemtec product line delivered a record quarterly performance, driven by continued demand across electronics manufacturing, AI-related manufacturing applications, and aerospace and defense applications, including continued expansion with space and satellite customers.

Markforged experienced softer sales during the second quarter. However, customer engagement and underlying demand trends remain strong. Approximately $3.0 million of orders received were not reflected in second quarter revenue due to production timing and are expected to be fulfilled in the third quarter. During the second quarter, the Company secured a significant order from a major aerospace manufacturer and continued to see momentum across aerospace and defense applications in multiple regions, as well as in other advanced manufacturing environments. At the same time, Markforged continued to benefit from cost reduction initiatives, which contributed to improved margins.

GAAP operating expenses declined 30.4% year-over-year reflecting lower one-time items and continued execution of cost reduction initiatives during the quarter. Non-GAAP operating expenses declined 16.0% year-over-year and 27.2% relative to the previously identified baseline of approximately $32.5 million. This baseline represents second quarter 2025 non-GAAP operating expenses adjusted to include a full quarter of Markforged. These cost reduction initiatives, together with improved operating performance, contributed to a 40.1% improvement in net loss from continuing operations and a 42.5% improvement in Adjusted EBITDA loss compared to the prior-year period.

Management Commentary:

“Our second quarter results demonstrate continued progress in improving operating performance through disciplined execution and cost reduction initiatives,” said John Brenton, Chief Financial Officer. “We delivered strong margin performance, reduced operating expenses, and significantly improved Adjusted EBITDA compared to the prior-year period. We remain focused on maintaining financial discipline, improving operational efficiency and preserving financial flexibility.”

Moshe Rozenbaum, Interim Chief Executive Officer, commented, “Since assuming the role of Interim CEO in July, I have been working closely with the Board and leadership team to evaluate the Company's operations, capital allocation priorities, and strategic direction. Our priorities are clear and disciplined. We are committed to maximizing shareholder value through disciplined capital allocation, operational excellence, rigorous execution and financial strength. Over the coming quarters, our focus is on four key priorities: reducing our cost structure, monetizing non-core assets, driving the business toward positive cash flow, and returning excess capital to shareholders when appropriate and consistent with our capital allocation framework. We recognize that shareholders expect accountability and tangible results, and we are committed to transparent communication as we advance these priorities.”

Corporate Updates and Business Highlights:

Leadership Update: Effective July 21, 2026, Moshe Rozenbaum was appointed Interim Chief Executive Officer.

Governance Update: On July 17, 2026, the Company entered into a settlement agreement with Murchinson Ltd. and its affiliated entities, resulting in a refreshed Board of Directors (the “Board”) through the appointment of three new directors and the departure of four directors. The Board has appointed Phillip Borenstein as Chairman of the Board.

Corporate Headquarters Lease Termination: On July 15, 2026, the Company entered into an agreement to terminate the lease for its current corporate headquarters, effective December 31, 2026, substantially reducing the Company’s future lease obligations. The Company expects to eliminate approximately $38 million of cumulative future lease costs through 2031. After accounting for the approximately $13 million lease termination payment, the Company expects to realize approximately $25 million of cumulative net cash savings.

Sale of MarkForged, Inc: On May 27, 2026, the Company entered into a definitive agreement to sell MarkForged, Inc. to Stratasys Ltd. in an all-cash transaction valued at $42.5 million. The transaction is expected to enhance financial flexibility and reduce annualized cash burn by approximately $15 million. This estimate includes approximately $7.5 million of annualized lease-related
cost savings associated with the corporate headquarters lease. The transaction is expected to close in the second half of 2026 and remains subject to customary closing conditions and regulatory approvals. The Company will provide updates as appropriate.

Sale of AME and Fabrica Product Lines: On April 6, 2026, the Company announced the sale of its additively manufactured electronics (AME) product line and its previously discontinued Fabrica product line to Inspira Technologies OXY B.H.N. Ltd. for total consideration of up to $12.5 million, including a $2.0 million upfront cash payment and up to $10.5 million in performance-based deferred payments over the next twelve months. The transaction is expected to reduce annualized cash burn by approximately $10 million.

2026 Financial Guidance Update

As previously announced in May 2026, given the Company’s ongoing actions under its strategic plan and the potential for additional changes across the business, the Company has suspended its full year 2026 financial guidance.

Conference Call

   Given the Company’s ongoing strategic initiatives, Nano Dimension will not host a second quarter 2026 earnings conference call. Additional information on the Company’s second quarter 2026 results can be found on Form 10-Q being filed with the Securities and Exchange Commission on the date hereof. The Company remains committed to transparent communication and will continue to provide updates on material developments as appropriate.

About Nano Dimension Ltd.

Nano Dimension Ltd. (Nasdaq: NNDM) has historically delivered advanced digital manufacturing technologies, including serving customers across the defense, aerospace, automotive, electronics and medical device industry segments. For more information, please visit https://www.nano-di.com/.

Non-GAAP Financial Measures

EBITDA is a non-GAAP measure and is defined as earnings before interest income and expense, income tax (benefit) expense, depreciation and amortization. We believe that EBITDA should be useful in evaluating the performance of our business and operations. EBITDA facilitates operating performance comparisons from period to period and company to company by backing out potential differences caused by variations in capital structures (affecting interest expenses (income), net), and the age and depreciation charges and amortization of fixed and intangible assets, respectively (affecting relative depreciation and amortization expense, respectively) and EBITDA is useful to an investor in evaluating our operating performance because it is widely used by investors, securities analysts and other interested parties to measure a company’s operating performance without regard to the items mentioned above.

Adjusted EBITDA and operating expenses are non-GAAP measures and are defined as earnings before interest income and expense, income tax (benefit) expense, depreciation and amortization, share-based compensation expense, exchange rate differences, finance expenses (income) for revaluation of assets and liabilities, Desktop Metal litigation related expenses, Desktop Metal and Markforged transaction related expenses, restructuring costs, impact of deconsolidation, impairment losses, litigation settlements and step-up amortization from purchase accounting. We believe that Adjusted EBITDA and operating expenses, as described above, should also be useful in evaluating the performance of our business. Like EBITDA, Adjusted EBITDA facilitates operating performance comparisons from period to period and company to company by backing out potential differences caused by variations in capital structures (affecting other financial expenses (income), net), and the age and depreciation charges and amortization of fixed and intangible assets, respectively (affecting relative depreciation and amortization expense, respectively), as well as from share-based payments, restructuring costs, impairment losses, and step-up amortization from purchase accounting. Adjusted EBITDA and operating expenses are useful to an investor in evaluating our operating performance because it is widely used by investors, securities analysts and other interested parties to measure a company’s operating performance without regard to non-cash items, such as expenses related to share-based payments.

Adjusted gross profit, excluding depreciation and amortization, share-based compensation expenses, and step-up amortization from purchase accounting, is a non-GAAP measure. We believe that adjusted gross profit, as described above, should also be useful in evaluating the performance of our business. Adjusted gross profit facilitates gross profit and gross margin comparisons from period to period and company to company by backing out potential differences caused by variations in amortization of inventory and intangible assets. Adjusted gross profit is useful to an investor in evaluating our performance because it enables investors, securities analysts and other interested parties to measure a company’s performance without regard to non-cash items, such as amortization expenses. Adjusted gross margin is calculated by dividing the adjusted gross profit by the revenues.

EBITDA and Adjusted EBITDA, Adjusted gross profit and non-GAAP operating expenses can be useful in evaluating our performance by eliminating the effect of financing and non-cash expenses such as share-based payments, however, we may incur such expenses in the future, which could impact future results. In addition, other companies, including companies in our industry, may calculate non-GAAP metrics differently or not at all, which may reduce the usefulness of this measure as a tool for comparison.

Nano Dimension does not provide a reconciliation of forward-looking non-GAAP financial measures to the most directly comparable GAAP measures due to the inherent difficulty in forecasting and quantifying certain significant items. These items are uncertain, depend on various factors and could have a material impact on GAAP reported results for the relevant period.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, statements regarding Nano’s future growth, strategic plan and value to shareholders; the Company’s expectation that the phases of the strategic plan will increase shareholder value, streamline operations, monetize product lines and progress toward potentially selecting a compelling opportunity; the expected timeline of the sale of MarkForged, Inc., the Company’s expectations in the success of future strategic alternatives in reducing complexity, lowering annualized cash burn, strengthening the Company’s financial flexibility and delivering significant long term value creation in 2026 and beyond; and all other statements other than statements of historical fact that address activities, events or developments that Nano intends, expects, projects, believes or anticipates will or may occur in the future. Forward-looking statements may be characterized by terminology such as “believe,” “project,” “expect,” “anticipate,” “estimate,” “forecast,” “outlook,” “target,” “endeavor,” “seek,” “predict,” “intend,” “strategy,” “plan,” “may,” “could,” “should,” “will,” “would,” “will be,” “will continue,” “will likely result,” or the negative thereof or variations thereon or similar terminology generally intended to identify forward-looking statements. Such statements are based on management’s beliefs and assumptions made based on information currently available to management. These forward-looking statements involve known and unknown risks and uncertainties, which may cause the Company’s actual results and performance to be materially different from those expressed or implied in the forward-looking statements. Accordingly, we caution you that any such forward-looking statements are not guarantees of future performance and are subject to risks, assumptions, estimates and uncertainties that are difficult to predict. Because such statements deal with future events and are based on the current expectations of Nano, they are subject to various risks and uncertainties. The forward-looking statements contained or implied in this communication are subject to other risks and uncertainties, including those discussed under the heading “Risk Factors” in Nano’s annual report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”) on March 31, 2026, and in any subsequent filings with the SEC. Except as otherwise required by law, Nano undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. References and links to websites have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this communication.

Contacts:

NANO DIMENSION LTD.CONDENSED CONSOLIDATED BALANCE SHEETS(In thousands, except share and per share data) (Unaudited)  June 30,  December 31,  2026  2025 Assets     Cash and cash equivalents$349,108  $204,672 Bank deposits —   168,997 Marketable equity securities 82,990   84,154 Restricted bank deposits 383   123 Trade receivables, net of allowance for doubtful
accounts ($950 and $861, respectively) 23,309   26,047 Inventory 28,253   32,878 Other current assets 13,085   8,938 Total current assets 497,128   525,809 Restricted bank deposits 805   1,610 Property, plant and equipment, net 19,521   24,840 Operating lease right-of-use assets 19,752   23,789 Deferred tax assets 424   424 Goodwill —   40,388 Intangible assets, net 17,494   19,434 Other assets 1,646   1,930 Total assets$556,770  $638,224 Liabilities and Equity     Trade payables$10,137  $11,999 Accrued liabilities 18,722   19,514 Deferred revenue 10,398   11,873 Current portion of lease liability 7,216   8,923 Current portion of bank loan 155   158 Total current liabilities 46,628   52,467 Employee benefits 2,607   3,697 Operating lease right-of-use liabilities 19,802   23,323 Bank loan 77   158 Long-term settlement payable 3,273   2,974 Long-term deferred revenue 2,893   3,617 Total liabilities 75,280   86,236 Commitments and contingencies     Equity:     Share capital of NIS 5 par value each; 500,000,000 ordinary shares
authorized; 210,589,406 and 206,811,875 shares outstanding as of June 30, 2026
and December 31, 2025, respectively, and 283,084,053 and 279,306,522 shares
issued as of June 30, 2026 and December 31, 2025, respectively. 423,305   417,084 Additional paid-in capital 1,296,049   1,297,323 Treasury stock (192,507)  (192,507)Accumulated other comprehensive income 2,069   1,048 Accumulated loss (1,047,426)  (970,960)Total equity 481,490   551,988 Total liabilities and equity$556,770  $638,224        NANO DIMENSION LTD.CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS(In thousands, except per share data) (Unaudited)  Three months ended June 30,  Six months ended June 30,  2026  2025  2026  2025 Revenue:           Product$23,981  $20,064  $46,912  $31,743 Service 4,982   5,773   11,776   8,495 Total revenue 28,963   25,837   58,688   40,238 Cost of revenue:           Product 13,186   16,410   27,408   23,491 Service 2,483   2,384   5,859   3,863 Total cost of revenue 15,669   18,794   33,267   27,354 Gross profit 13,294   7,043   25,421   12,884 Operating expenses:           Research and development 5,785   8,114   13,989   14,058 Sales and marketing 8,405   9,907   18,097   15,551 General and administrative 12,912   22,189   28,121   27,856 Restructuring 6,764   3,767   9,891   4,947 Desktop Metal litigation —   3,246   —   31,315 Impairment losses —   1,456   40,388   2,685 Operating loss (20,572)  (41,636)  (85,065)  (83,528)Gain (loss) on investment in marketable equity securities 7,272   16,287   (1,163)  25,013 Other expense, net (8)  (56)  (8)  (56)Finance income 6,901   14,353   10,413   23,673 Finance expense (247)  (234)  (493)  (1,913)Loss before income taxes (6,654)  (11,286)  (76,316)  (36,811)Income tax expense (150)  (76)  (150)  (99)Net loss from continuing operations (6,804)  (11,362)  (76,466)  (36,910)Net loss from discontinued operations, net of income tax of nil —   (169,761)  —   (169,761)Net loss (6,804)  (181,123)  (76,466)  (206,671)Less: Net loss attributable to non-controlling interests —   (87)  —   (323)Net loss attributable to common shareholders$(6,804) $(181,036) $(76,466) $(206,348)            Net loss attributable to common shareholders:           Continuing operations - basic and diluted$(0.03) $(0.05) $(0.37) $(0.17)Discontinued operations - basic and diluted$—  $(0.78) $—  $(0.78)            Weighted average common shares outstanding, basic and diluted 209,342   217,338   208,671   217,057 Net loss$(6,804) $(181,123) $(76,466) $(206,671)Other comprehensive income:           Foreign currency translation adjustment 174   1,085   367   1,678 Remeasurement of pension and post-employment benefit plans, net of tax 654   —   654   — Comprehensive loss (5,976)  (180,038)  (75,445)  (204,993)Less: Comprehensive loss attributable to non-controlling interests —   (99)  —   (224)Comprehensive loss attributable to common shareholders$(5,976) $(179,939) $(75,445) $(204,769)             NANO DIMENSION LTD.
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS
(In thousands) (Unaudited)
    For the Six Months Ended June 30,  2026  2025 Cash flow from operating activities     Net loss$(76,466) $(36,910)Adjustments:     Depreciation, amortization and non-cash lease interest 5,978   8,282 Impairment losses 40,388   2,685 Changes in fair value of equity securities 1,163   (25,013)Loss from deconsolidation of subsidiaries —   1,666 Loss from sale of business assets 1,314   — Share-based compensation expense 3,798   1,644 Share-based settlement payment 1,215   — Changes in assets and liabilities:     (Increase) decrease in inventory (426)  3,203 (Increase) in other current assets (1,237)  (772)Decrease (increase) in trade receivables 2,534   (914)Decrease in other payables (3,308)  (7,219)(Decrease) increase in employee benefits (417)  77 Increase in trade payables (1,811)  6,044 Other (3,678)  (3,367)Net cash used in operating activities (30,953)  (50,594)Cash flow relating to investing activities     Change in bank deposits 168,756   190,466 Purchase of property plant and equipment (213)  (461)Acquisition of subsidiaries, net of cash acquired —   (267,806)Deconsolidation of subsidiaries —   (476)Proceeds from sale of AME assets 2,000   — Net cash provided by (used in) investing activities 170,543   (78,277)Cash flow relating to financing activities     Repayment long-term bank debt (81)  (72)Net cash used in financing activities (81)  (72)Cash flow relating to discontinued operations     Net cash used in operating activities —   (15,733)Net cash used in investing activities —   (437)Net cash provided by financing activities —   10,009 Net cash used in discontinued operations —   (6,161)Increase (decrease) in cash, cash equivalents and restricted cash 139,509   (135,104)Effect of exchange rate fluctuations on cash 4,382   2,856 Cash, cash equivalents and restricted cash at beginning of the period 206,405   318,474 Cash, cash equivalents and restricted cash at end of the period$350,296  $186,226       Supplemental disclosures of cash flow information     Cash and cash equivalents$349,108   184,545 Restricted cash in restricted deposits, current 383   60 Restricted cash in restricted deposits, non-current 805   1,621 Total cash, cash equivalents and restricted cash shown in the condensed consolidated statements of cash flows$350,296  $186,226       Non-cash operating and investing activity     Lease liabilities arising from obtaining right-of-use assets —   119 Non-cash investing and financing activity     Share issuance as part of settlement 1,215   — Fair value of contingent consideration (earnout) received in connection with sale of business assets 2,933   — Acquisition replacement awards for pre-combination service —   2,054 Supplemental disclosure of cash flow information     Income taxes paid during the year —   48          NANO DIMENSION LTD. RECONCILIATION OF US GAAP TO NON-GAAP MEASURES (In thousands) (Unaudited)               ​Three Months Ended
June 30, ​Six Months Ended
June 30,  ​2026  2025 ​2026  2025 GAAP Net loss from continuing operations​$(6,804) $(11,362)​$(76,466) $(36,910)Tax expense​ 150   76 ​ 150   99 Depreciation and amortization  1,704   1,936   4,136   2,510 Interest expense  221   184   442   184 Interest income  (3,804)  (5,944)  (7,456)  (15,253)Non-GAAP EBITDA (loss)  (8,533)  (15,110)  (79,194)  (49,370)Finance (income) expense from revaluation of assets and liabilities  (7,272)  (16,266)  1,162   (24,992)Exchange rate differences  (3,098)  (8,363)  (2,958)  (6,724)Share-based compensation expense  873   2,430   3,798   1,644 Desktop Metal litigation related expenses  —   3,246   —   31,315 Desktop Metal and Markforged transaction related expenses  58   8,305   614   9,820 Restructuring and other  6,764   3,767   9,891   4,947 Impairment losses  —   1,456   40,388   2,685 Acquisition inventory step-up amortization  —   3,849   616   3,849 Litigation, settlements, and contingencies  1,616   —   3,567   — Non-GAAP Adjusted EBITDA from continuing operations​$(9,592) $(16,686)​$(22,116) $(26,826)                      ​Three Months Ended
June 30, ​Six Months Ended
June 30, Non-GAAP Cost of Revenue​2026  2025 ​2026  2025 GAAP Cost of revenue​$15,669  $18,794 ​$33,267  $27,354 Share-based payments expense​ 105   80 ​ 263   326 Depreciation and amortization  730   577 ​ 1,468   719 Acquisition inventory step-up amortization  —   3,849   616   3,849 Non-GAAP Cost of revenue $14,834  $14,288  $30,920  $22,460               ​Three Months Ended
June 30, ​Six Months Ended
June 30, Non-GAAP Gross Profit​2026  2025 ​2026  2025 GAAP Gross profit​$13,294  $7,043 ​$25,421  $12,884 Share-based payments expense​ 105   80 ​ 263   326 Depreciation and amortization  730   577 ​ 1,468   719 Acquisition inventory step-up amortization  —   3,849   616   3,849 Non-GAAP Gross profit $14,129  $11,549  $27,768  $17,778               ​Three Months Ended
June 30, ​Six Months Ended
June 30, Non-GAAP Gross Margin​2026  2025 ​2026  2025 GAAP Gross margin​ 45.9%  27.3%​ 43.3%  32.0%Share-based payments expense​ 0.4%  0.3%​ 0.4%  0.8%Depreciation and amortization  2.5%  2.2%​ 2.6%  1.8%Acquisition inventory step-up amortization  0.0%  14.9%​ 1.0%  9.6%Non-GAAP Gross margin  48.8%  44.7%​ 47.3%  44.2%              ​Three Months Ended
June 30, ​Six Months Ended
June 30, Non-GAAP Research and Development Expenses​2026  2025 ​2026  2025 GAAP Research and development expenses​$5,785  $8,114 ​$13,989  $14,058 Share-based payments expense​ (46)  644 ​ 432   713 Depreciation and amortization  250   364 ​ 654   573 Non-GAAP Research and development expenses $5,581  $7,106  $12,903  $12,772               ​Three Months Ended
June 30, ​Six Months Ended
June 30, Non-GAAP Sales and Marketing Expenses​2026  2025 ​2026  2025 GAAP Sales and marketing expenses​$8,405  $9,907 ​$18,097  $15,551 Share-based payments expense​ 119   225 ​ 319   548 Depreciation and amortization  375   593 ​ 1,279   636 Non-GAAP Sales and marketing expenses $7,911  $9,089  $16,499  $14,367                            ​Three Months Ended
June 30, ​Six Months Ended
June 30, Non-GAAP General and Administrative Expenses​2026  2025 ​2026  2025 GAAP General and administrative expenses​$12,912  $22,189 ​$28,121  $27,856 Share-based payments expense​ 695   1,481 ​ 2,784   57 Depreciation and amortization  349   402 ​ 735   582 Desktop Metal and Markforged transaction related expenses  58   8,305   614   9,820 Litigation, settlements, and contingencies  1,616   —   3,567   — Non-GAAP General and administrative expenses $10,194  $12,001  $20,421  $17,397               ​Three Months Ended
June 30, ​Six Months Ended
June 30, Non-GAAP Operating Loss​2026  2025 ​2026  2025 GAAP Operating loss​$(20,572) $(41,636)​$(85,065) $(83,528)Share-based payments expense​ 873   2,430 ​ 3,798   1,644 Depreciation and amortization  1,704   1,936 ​ 4,136   2,510 Desktop Metal litigation related expenses  —   3,246   —   31,315 Desktop Metal and Markforged transaction related expenses  58   8,305   614   9,820 Restructuring costs and other  6,764   3,767   9,891   4,947 Impairment losses  —   1,456   40,388   2,685 Acquisition inventory step-up amortization  —   3,849   616   3,849 Litigation, settlements, and contingencies  1,616   —   3,567   — Non-GAAP Operating loss $(9,557) $(16,647) $(22,055) $(26,758)

iRhythm Holdings, Inc. (IRTC - Free Report) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share. This compares to a loss of $0.32 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +5,900.00%. A quarter ago, it was expected that this company would post a loss of $0.56 per share when it actually produced a loss of $0.35, delivering a surprise of +37.5%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

IRHYTHM HLDGS, which belongs to the Zacks Medical Info Systems industry, posted revenues of $224.17 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.18%. This compares to year-ago revenues of $186.69 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

IRHYTHM HLDGS shares have lost about 29.8% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for IRHYTHM HLDGS?While IRHYTHM HLDGS has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for IRHYTHM HLDGS was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.03 on $220.97 million in revenues for the coming quarter and $0.13 on $881.52 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical Info Systems is currently in the top 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the broader Zacks Medical sector, Outlook Therapeutics, Inc. (OTLK - Free Report) , has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $0.09 per share in its upcoming report, which represents a year-over-year change of +79.6%. The consensus EPS estimate for the quarter has been revised 12.5% higher over the last 30 days to the current level.

Outlook Therapeutics, Inc.'s revenues are expected to be $1.2 million, down 20% from the year-ago quarter.

HomeEarnings AnalysisEnergy Analysis

SummaryKinetik remains a quality midstream story, supported by strong assets, dividends, and the Kings Landing II FID catalyst.Q2 saw adjusted EBITDA rise to $280.8M and dividend coverage improve to 1.47x, but processed gas volumes stayed flat YoY.Kings Landing II FID increases long-term growth optionality, yet introduces capex and execution risks, with cash flow impact expected in 2028.I maintain a buy rating on KNTK, driven by dividend yield, though valuation appears fully priced and Waha-related volume risks persist. studio-fi/iStock via Getty Images

When the last time I covered Kinetik Holdings (KNTK), I really liked the company, but I could not call it a cheap one. Then it was, and I believe still is, a quality midstream story with good assets, strong dividends, buybacks, and a real Delaware

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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.

Dropbox, Inc. (DBX) Q2 2026 Earnings Call August 6, 2026 5:00 PM EDT

Company Participants

Sarah Schubach - Chief Accounting Officer
Andrew W. Houston
Ashraf Alkarmi - Co-CEO & Director
Ross Tennenbaum - Chief Financial Officer

Conference Call Participants

Rishi Jaluria - RBC Capital Markets, Research Division
Steven Enders - Citigroup Inc., Research Division
Matthew Bullock - BofA Securities, Research Division
Jaiden Patel - JPMorgan Chase & Co, Research Division

Presentation

Operator

Thank you for standing by, and welcome to Dropbox's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] I would now like to hand the call over to Sarah Schubach, Chief Accounting Officer and Head of Investor Relations. Please go ahead.

Sarah Schubach
Chief Accounting Officer

Good afternoon, and welcome to Dropbox's Second Quarter 2026 Earnings Call. As a reminder, we will discuss non-GAAP financial measures on this call. Definitions and reconciliations between our GAAP and non-GAAP results can be found in our earnings release and our earnings presentation posted on our IR website at investors.dropbox.com.

We will also make forward-looking statements on this call, including statements about our future outlook for our third quarter and fiscal year 2026 as well as our expectations regarding our business, assets, strategies and the macroeconomic environment. Such statements are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those described. Many of those risks and uncertainties are described in our SEC filings, including our most recent report on Form 10-Q and forthcoming report on Form 10-Q.

Forward-looking statements represent our beliefs and assumptions only as of the date such statements are made. We disclaim any obligation to update any forward-looking statements, except as required by law.

I will now turn the call over to Dropbox's Co-Founder and Co-CEO, Drew Houston.

Andrew W. Houston

Thank you, Sarah, and good afternoon, everyone. Before

VICTOR, N.Y.--(BUSINESS WIRE)--Broadstone Net Lease, Inc. (NYSE: BNL), (“BNL”), today announced the pricing of an underwritten public offering of 11,000,000 shares of its common stock, at a price to the public of $20.50 per share, less underwriting discounts and commissions, in connection with the forward sale agreements described below. The underwriters also have been granted a 30-day option to purchase up to an additional 1,650,000 shares of common stock at the public offering price, less underwriting discounts and commissions. The closing of the offering is expected to occur on August 10, 2026, subject to the satisfaction of customary closing conditions.

Morgan Stanley and J.P. Morgan are acting as joint book-running managers of the offering. BMO Capital Markets, KeyBanc Capital Markets, Truist Securities, BTIG, Capital One Securities, M&T Securities and Regions Securities LLC are acting as bookrunners for the offering. Huntington Capital Markets and Ramirez & Co., Inc. are acting as co-managers for the offering.

BNL has entered into forward sale agreements with each of Morgan Stanley & Co. LLC and JPMorgan Chase Bank, National Association or their affiliates (the “forward purchasers”). In connection with the forward sale agreements, the forward purchasers or their affiliates are expected to borrow and sell to the underwriters an aggregate of 11,000,000 shares of common stock that will be delivered in this offering (or an aggregate of 12,650,000 shares of common stock if the underwriters exercise their option to purchase additional shares in full). Subject to its right to elect cash or net share settlement, which right is subject to certain conditions, BNL intends to deliver, upon physical settlement of such forward sale agreements on one or more dates specified by BNL occurring no later than September 30, 2027, an aggregate of 11,000,000 shares of common stock (or an aggregate of 12,650,000 shares of common stock if the underwriters exercise their option to purchase additional shares in full) to the forward purchasers in exchange for cash proceeds per share equal to the applicable forward sale price, which will be the public offering price, less underwriting discounts and commissions, and will be subject to certain adjustments as provided in the forward sale agreements.

BNL will not initially receive any proceeds from the sale of shares of common stock by the forward purchasers and their affiliates in the offering. BNL intends to contribute the net proceeds, if any, it receives upon the future settlement of the forward sale agreements to its operating company (the “OP”). The OP intends to subsequently use such net proceeds to fund potential investment activity, to repay amounts outstanding from time to time under its unsecured revolving credit facility and other indebtedness, and for other general corporate and working capital purposes.

A shelf registration statement (including a prospectus) relating to these securities was filed on May 3, 2024 with the Securities and Exchange Commission (the “SEC”) and automatically became effective upon filing. The offering will be made only by means of a prospectus supplement and an accompanying prospectus. Copies of these documents are available at no charge on the SEC’s website at www.sec.gov. Alternatively, copies of the prospectus supplement and the accompanying prospectus may be obtained, when available, from: Morgan Stanley & Co. LLC, Attention: Prospectus Department, 180 Varick Street, 2nd floor, New York, NY 10014; and J.P. Morgan Securities LLC, Attention: Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, telephone: 1-866-803-9204 or email: [email protected].

The offering of these securities is being made only by means of a prospectus supplement and an accompanying prospectus. This press release shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of any such state or jurisdiction.

About Broadstone Net Lease, Inc.

BNL is an industrial-focused, diversified net lease REIT that invests in primarily single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. Utilizing an investment strategy underpinned by strong fundamental credit analysis and prudent real estate underwriting, as of June 30, 2026, BNL’s diversified portfolio consisted of 766 individual net leased commercial properties with 759 properties located in 44 U.S. states and seven properties located in four Canadian provinces across the industrial, retail, and other property types.

Forward-Looking Statements

This press release contains “forward-looking” statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding, among other things, our public offering and our plans, strategies, and prospects, both business and financial. Such forward-looking statements can generally be identified by our use of forward-looking terminology such as “outlook,” “potential,” “may,” “will,” “should,” “could,” “seeks,” “approximately,” “projects,” “predicts,” “expect,” “intends,” “anticipates,” “estimates,” “plans,” “would be,” “believes,” “continues,” or the negative version of these words or other comparable words. Forward-looking statements involve known and unknown risks and uncertainties, which may cause BNL’s actual future results to differ materially from expected results, including, without limitation, risks and uncertainties related to general economic conditions, including but not limited to increases in the rate of inflation and/or fluctuation of interest rates, local real estate conditions, tenant financial health, property investments and acquisitions, and the timing and uncertainty of completing these property investments and acquisitions, and uncertainties regarding future distributions to our stockholders. These and other risks, assumptions, and uncertainties are described in Item 1A “Risk Factors” of the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the SEC on February 19, 2026 which you are encouraged to read, and is available on the SEC’s website at www.sec.gov. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date they are made. The Company assumes no obligation to, and does not currently intend to, update any forward-looking statements after the date of this press release, whether as a result of new information, future events, changes in assumptions, or otherwise.

More News From Broadstone Net Lease, Inc.

Sprout Social (SPT - Free Report) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +62.50%. A quarter ago, it was expected that this developer of cloud software would post earnings of $0.16 per share when it actually produced earnings of $0.23, delivering a surprise of +43.75%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Sprout Social, which belongs to the Zacks Internet - Services industry, posted revenues of $123.85 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.35%. This compares to year-ago revenues of $111.78 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Sprout Social shares have lost about 23.4% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for Sprout Social?While Sprout Social has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Sprout Social was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.24 on $123.66 million in revenues for the coming quarter and $0.92 on $494.13 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Services is currently in the bottom 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

ACM Research, Inc. (ACMR - Free Report) , another stock in the broader Zacks Computer and Technology sector, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 7.

This company is expected to post quarterly earnings of $0.30 per share in its upcoming report, which represents a year-over-year change of -44.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

ACM Research, Inc.'s revenues are expected to be $268.15 million, up 24.5% from the year-ago quarter.

HomeEarnings AnalysisEnergy Analysis

SummaryExxonMobil delivers robust financials, with Q2 2026 revenue at $114.5B and net profit of $14.5B, yet shares trade flat due to market skepticism.Wall Street discounts XOM's current super-profits as cyclical, driven by geopolitical tensions, and applies a forward P/E of 13, reflecting expectations of normalization.XOM's diversified operations, low-cost extraction, and active buybacks ensure resilience and $30B+ annual net profit even at $60 oil, supporting long-term value.My rating is Hold: the stock's current premium and risk of correction on geopolitical de-escalation outweigh immediate upside; wait for tactical relief to add. JHVEPhoto/iStock Editorial via Getty Images

ExxonMobil (XOM) published financial indicators that, at first glance, should have sparked clear optimism. The revenue showed a strong growth. The net profit increased noticeably, and cash flows remain highly strong; however, the reaction of Wall Street turned out to

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

, /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced that its subsidiaries, Charter Communications Operating, LLC ("CCO") and Charter Communications Operating Capital Corp. ("CCO Capital," and together with CCO, the "Issuers"), have priced $4.75 billion in aggregate principal amount of notes consisting of the following securities:

$1.75 billion in aggregate principal amount of Senior Secured Notes due 2032 (the "2032 Notes"). The 2032 Notes will bear interest at a rate of 6.050% per annum and will be issued at a price of 99.839% of the aggregate principal amount. $1.0 billion in aggregate principal amount of Senior Secured Notes due 2034 (the "2034 Notes"). The 2034 Notes will bear interest at a rate of 6.600% per annum and will be issued at a price of 99.896% of the aggregate principal amount. $1.0 billion in aggregate principal amount of Senior Secured Notes due 2036 (the "2036 Notes"). The 2036 Notes will bear interest at a rate of 6.950% per annum and will be issued at a price of 99.937% of the aggregate principal amount. $1.0 billion in aggregate principal amount of Senior Secured Notes due 2056 (the "2056 Notes" and, together with the 2032 Notes, the 2034 Notes and the 2036 Notes, the "Notes"). The 2056 Notes will bear interest at a rate of 7.850% per annum and will be issued at a price of 99.921% of the aggregate principal amount. The Issuers intend to use the net proceeds from this offering to pay the cash consideration of the previously announced acquisition of Cox Communications, Inc. (the "Cox Transactions") and for general corporate purposes, including to repay certain indebtedness and to pay related fees and expenses. This offering is not conditioned on the closing of the Cox Transactions and the closing of the Cox Transactions is not conditioned on the consummation of this offering. Charter expects to close the offering of the Notes on August 18, 2026, subject to customary closing conditions.

The offering and sale of the Notes were made pursuant to an effective automatic shelf registration statement on Form S-3 filed with the Securities and Exchange Commission (the "SEC").

Citigroup Global Markets Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC were Joint Book-Running Managers for the senior secured notes offering. The offering was made only by means of a prospectus supplement dated August 6, 2026 and the accompanying base prospectus, copies of which, when available, may be obtained on the SEC's website at www.sec.gov or by contacting Citigroup Global Markets Inc., c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, Telephone: (800) 831-9146, E-mail: [email protected]; or by contacting Morgan Stanley & Co. LLC, c/o 180 Varick Street, New York, NY 10014, Attention: Prospectus Department, Telephone: (866) 718-1649, Email: [email protected]; or by contacting Wells Fargo Securities, LLC, c/o 608 2nd Avenue South, Suite 1000, Minneapolis, Minnesota 55402, Attention: WFS Customer Service, Email: [email protected].

This press release is neither an offer to sell nor a solicitation of an offer to buy the Notes and shall not constitute an offer, solicitation or sale, nor is it an offer to purchase, or the solicitation of an offer to sell the Notes in any jurisdiction in which such offer, solicitation, or sale is unlawful.

About Charter
Charter Communications, Inc. (NASDAQ:CHTR) is a leading broadband connectivity company with services available to nearly 59 million homes and small to large businesses across 41 states through its Spectrum brand. Founded in 1993, Charter has evolved from providing cable TV to streaming, and from high-speed Internet to a converged broadband, WiFi and mobile experience. Over the Spectrum Fiber Broadband Network and supported by our 100% U.S.-based employees, the Company offers Seamless Connectivity and Entertainment with Spectrum Internet®, Mobile, TV and Voice products.

CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS

This communication includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding, among other things, the potential offering.  Although we believe that our plans, intentions and expectations as reflected in or suggested by these forward-looking statements are reasonable, we cannot assure you that we will achieve or realize these plans, intentions or expectations.  Forward-looking statements are inherently subject to risks, uncertainties and assumptions including, without limitation, the factors described under "Risk Factors" from time to time in our filings with the SEC.  Many of the forward-looking statements contained in this communication may be identified by the use of forward-looking words such as "believe," "future," "expect," "anticipate," "should," "planned," "will," "may," "intend," "estimated," "aim," "on track," "target," "opportunity," "tentative," "positioning," "designed," "create," "predict," "project," "initiatives," "seek," "would," "could," "continue," "ongoing," "upside," "increases," "grow," "focused on" and "potential," among others. 

All forward-looking statements attributable to us or any person acting on our behalf are expressly qualified in their entirety by this cautionary statement.  We are under no duty or obligation to update any of the forward-looking statements after the date of this communication.

SOURCE Charter Communications, Inc.

Top 3 Robotics and Automation Stocks for the Next AI BoomiRhythm Technologies NASDAQ: IRTC reported second-quarter revenue growth of 20.1% and raised its full-year outlook, while announcing an agreement to acquire VitalConnect to broaden its cardiac monitoring portfolio and enter additional patient-monitoring markets.

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Revenue for the quarter ended at $224.2 million, marking iRhythm’s seventh consecutive quarter of growth above 20%, President and Chief Executive Officer Quentin Blackford said. Growth was supported by demand for the company’s Zio ambulatory cardiac-monitoring services across cardiology, primary care, innovative channels and international markets.

4 Stocks With Huge Cash Holdings at Silicon Valley Bank“Volume remained the primary driver of growth,” Chief Financial Officer Dan Wilson said, adding that modest pricing gains and collections execution also supported the quarter. New accounts contributed about 45% of year-over-year volume growth, while the company said several large accounts added in early 2025 have transitioned into its same-store growth category.

Profitability Improves as Revenue Grows Second-quarter gross margin increased 160 basis points year over year to 72.8%, driven by manufacturing automation, workflow improvements, product mix and scale benefits, Wilson said. Adjusted operating expenses were essentially flat at $145 million, compared with $145.2 million in the prior-year period.

The company reported a GAAP net loss of $0.4 million, or $0.01 per diluted share, compared with a GAAP net loss of $14.2 million, or $0.44 per diluted share, a year earlier. Adjusted net income was $19.3 million, or $0.58 per diluted share, compared with an adjusted net loss of $10.2 million, or $0.32 per diluted share, in the second quarter of 2025.

Adjusted EBITDA reached $43.3 million, or 19.3% of revenue, improving by more than 1,000 basis points from the prior-year period. Free cash flow was positive $37.5 million, which Wilson described as a company record. iRhythm ended the quarter with $591.3 million in cash equivalents and marketable securities.

Second-quarter revenue: $224.2 million, up 20.1% year over year. Gross margin: 72.8%, up 160 basis points year over year. Adjusted EBITDA: $43.3 million, or 19.3% of revenue. Free cash flow: $37.5 million. Cash equivalents and marketable securities: $591.3 million. VitalConnect Deal Expands Monitoring Portfolio Blackford said VitalConnect would add a platform spanning mobile cardiac telemetry, or MCT, event monitoring, long-term continuous monitoring and short-term Holter monitoring. Its technology is also FDA-cleared for continuous patient monitoring in hospitals.

VitalConnect’s biosensor can measure up to 11 physiological parameters, including ECG, heart rate, respiratory rate and body temperature. The company said the technology could support future opportunities in inpatient monitoring, hospital-to-home programs and remote patient monitoring.

iRhythm expects VitalConnect to contribute positively to revenue growth beginning in 2027. Wilson said VitalConnect is currently operating at an approximately $65 million annual revenue run rate based on iRhythm’s revenue-recognition approach. The company expects the combined business to maintain gross margin above 70% and said it remains confident in reaching its prior target of a 15% adjusted EBITDA margin in 2027.

The transaction is expected to close by the end of 2026, subject to review. Blackford characterized it as pro-competitive, noting that the MCT market includes competitors such as BioTel and Preventice. He said iRhythm expects to prioritize integration of VitalConnect’s VitalPatch product into its national commercial organization in early 2027.

Management said it intends to maintain a multi-product MCT strategy. Zio AT, Zio MCT and VitalPatch address different physician, patient and workflow preferences, according to Blackford. While the company remains focused on obtaining FDA clearance for Zio MCT during the first half of 2027, VitalPatch will be the near-term priority for commercial integration if the acquisition closes as anticipated.

Wilson said the deal includes $50 million in equity, calculated using a 30-day volume-weighted average price, equating to a little more than 420,000 shares and less than 1.5% dilution.

Primary Care, AI and International Initiatives iRhythm continued to target earlier identification of arrhythmias through primary care, value-based care and population-health settings. Blackford said the company estimates that at least 27 million people in the United States are at risk for arrhythmias, with many first entering the healthcare system through primary care.

During the quarter, iRhythm signed two commercial agreements through its partnership with Lucem to combine predictive identification workflows with iRhythm monitoring. It also expanded work with Desert Oasis Healthcare using AI-driven analytics to identify patients who may benefit from cardiac evaluation and monitoring.

The innovative channel was iRhythm’s fastest-growing channel during the quarter. Early pilot programs have demonstrated more than 85% accuracy in identifying patients with clinically relevant arrhythmias before they enter the diagnostic process, Blackford said. The company also began direct-to-patient educational initiatives through the PatientPoint network and said it expects to continue investing in those efforts during the second half of the year.

Approximately 60% of iRhythm’s volume now comes from EHR-integrated accounts, with nearly 80 of its top 100 customers integrated, Blackford said. Internationally, the company cited progress with the U.K.’s National Health Service, relationships with key opinion leaders in the Netherlands, and a higher reimbursement rate in Japan that took effect June 1.

Regulatory Updates and Raised Outlook iRhythm said final local coverage determinations issued by Noridian, CGS and Palmetto clarified modality-specific coverage without adding access restrictions. Wilson also said preliminary CMS physician-fee-schedule proposals indicated reimbursement rate increases in the low-single-digit percentages for long-term continuous monitoring and MCT.

The company received FDA clearance for its third-generation algorithm, which it plans to launch across its platform in the first half of 2027. Blackford said the algorithm is expected to reduce clinical technician review time by as much as 50% and generate approximately $100 million in cumulative cost savings over five years.

iRhythm remains subject to an FDA warning letter. Blackford said the company has updated the agency on completed remediation activities and a self-initiated third-party audit, while awaiting the FDA’s further review.

The company also disclosed that it settled outstanding litigation with Baxter and its subsidiaries, Welch Allyn and Bardy Diagnostics, on July 31 for a $50 million payment. Separately, iRhythm said a June cybersecurity incident involving certain third-party-hosted business applications was contained and did not materially affect products, patient care, operations or financial results.

For 2026, iRhythm raised revenue guidance to $880 million to $890 million, representing growth of 18% to 19%. Third-quarter revenue is expected to range from $221 million to $223 million. The company increased its full-year adjusted EBITDA margin outlook to 13% to 14%, while projecting a third-quarter adjusted EBITDA margin of 12% to 13%.

About iRhythm Technologies (NASDAQ:IRTC)iRhythm Technologies, Inc is a medical technology company that develops and commercializes wearable cardiac monitoring devices and associated data analytics services. Founded in 2006 and headquartered in San Francisco, California, the company's flagship product is the Zio® patch, a discreet, single-use, continuous ECG recorder designed to monitor heart rhythms for up to 14 days. iRhythm's digital diagnostics platform combines biosensor technology with proprietary algorithms to detect arrhythmias and streamline data interpretation for physicians.

The Zio service is prescribed by cardiologists and other healthcare providers to aid in the diagnosis of atrial fibrillation, bradycardia, tachycardia and other rhythm disorders.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Xiaomi stock has pulled back in the past few days, erasing some of the gains made in July. It dropped to H$26.40 in Hong Kong, down by 18% from its highest level in June. This sell-off continued even after the company announced strong vehicle deliveries numbers. It recently formed a shooting star candle on the weekly chart, pointing to more downside ahead of its earnings.

Xiaomi, the top Chinese technology company, announced strong vehicle delivery numbers earlier this month. It delivered over 30,000 vehicles in in July, making it one of the biggest and fastest-growing EV companies in China. 

It was the fourth consecutive month in which the company delivered over 30k vehicles a month. It delivered 185k vehicles in the first half of the year, up by 17.18% YoY.

The company hopes to boost these deliveries this year by launchig more vehicles. It recently launched the SkyNomad vehicle, a huge SUV that starts selling between $38,000 and $44,000. Recent data shows that the vehicle has already received over 100,000 reservations. 

Despite this progress, Xiaomi stock has dropped, mirroring the performance of other Chinese EV stocks. Nio stock has plunged despite its strong revenue and delivery growth. Other Chinese EV stocks like XPeng and Li Auto have been in a strong downward trend as well.

Meanwhile, the company’s smartphone business is facing substantial challenges as memory prices surge. A recent report by Omdia showed that the global smartphone market dropped in the second quarter, while Apple and Samsung jumped. 

Xiaomi maintained the third share of the smartphone market with a 11% share. Its share was 15% a year earlier. In contrast, Samsung’s share rose to 22% from 20%, while Apple’s jumped from 16% to 20%. 

The same metrics were visible in Xiaomi’s earnings report. These results showed that its revenue dropped to 99.1 billion RMB from 111.2 billion RMB a year year. Similarly, the profit before tax (PBT) plunged from 13.1 billion RMB to 5.7 billion RMB in the same period.

Xiaomi’s two segments dropped during the period. Its smartphone and AIoT revenue dropped to RMB 79.2 billion from 92.7 billion, while the smart EV, AI, and other initiatives fell to RMB 19.8 billion.

Unfortunately, the challenges that Xiaomi experienced in the first quarter still remain. Memory and chip prices continue soaring. Just recently, Qualcomm, a top supplier, announced that it would increase the prices of its chips. Similarly, companies like SK Hynix, Samsung Electronics, and Micron have all boosted their memory prices. 

Xiaomi stock chart | Source: TradingView

The weekly chart shows that the Xiaomi share price has dropped sharply in the past few years. It has dropped from a high of H$61.55 in June 2025 to the current H$26.18. 

The stock formed a shooting star pattern last week. This pattern is made up of a small body and an upper shadow.

Xiaomi has also formed a mini death cross pattern as the 50 and 100 Exponential Moving Averages (EMA) crossed each other. Therefore, there is a likelihood that the stock will drop further in the near term, potentially to the key support level of H$21.4, its lowest level in June. A drop below that level will point to more downside. 

Monster Beverage Corporation (MNST) Q2 2026 Earnings Call August 6, 2026 5:00 PM EDT

Company Participants

Hilton Schlosberg - CEO & Vice Chairman
Mark Astrachan - SVP of Investor Relations & Corporate Development
Rob Gehring - Chief Executive Officer for Americas
Guy Carling - Chief Executive Officer for EMEA & OSP

Conference Call Participants

Kaumil Gajrawala - Jefferies LLC, Research Division
Kevin Grundy - BNP Paribas, Research Division
Filippo Falorni - Citigroup Inc., Research Division
Dara Mohsenian - Morgan Stanley, Research Division
Robert Ottenstein - Evercore ISI Institutional Equities, Research Division
Bonnie Herzog - Goldman Sachs Group, Inc., Research Division
Christopher Carey - Wells Fargo Securities, LLC, Research Division

Presentation

Operator

Good day, and welcome to the Monster Beverage Corporation Second Quarter 2026 Financial Results Conference Call. [Operator Instructions] Please note that this event is being recorded.

I would now like to turn the conference over to Hilton Schlosberg, CEO. Please go ahead.

Hilton Schlosberg
CEO & Vice Chairman

Good afternoon, ladies and gentlemen. Thank you for attending this call. I'm Hilton Schlosberg, Vice Chairman and Chief Executive Officer; also on the call are Tom Kelly, our Chief Financial Officer; Rob Gehring, our CEO of the Americas; Guy Carling, our CEO of EMEA and OSP; Mike Rodriguez, our COO; and Emelie Tirre, our Chief Strategy Officer.

Mark Astrachan, our SVP of Investor Relations and Corporate Development, will now read our cautionary statement.

Mark Astrachan
SVP of Investor Relations & Corporate Development

Before we begin, I would like to remind listeners that certain statements made during this call may constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and are based on currently available information regarding the expectations of management with respect to revenues, profitability, future business, future events, financial performance and trends, management cautions that these statements

Forget California and Colorado. Those markets are already well established. If you're looking for where the cannabis industry could find its next meaningful growth opportunities, Virginia and Texas deserve a much closer look. Each state is following a different regulatory path, but both could become important drivers of industry growth over the next few years.

Virginia could become the South's first major adult-use market Virginia officially approved a regulated retail cannabis market earlier this year. Adult-use sales are scheduled to begin July 1, 2027, with the state ultimately allowing up to 350 retail dispensaries. And that creates a significant opportunity for companies already operating in Virginia's medical market.

Green Thumb Industries (GTBIF +2.52%) stands out as a leader here. The company operates one of Virginia's five vertically integrated pharmaceutical processor licenses through its RISE dispensaries. That existing cultivation, processing, and retail infrastructure should give Green Thumb a head start once adult-use sales begin.

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It also doesn't hurt that the company is one of the industry's strongest operators. In the second quarter of 2026, Green Thumb generated $306.7 million in revenue, $84.3 million in normalized earnings before interest, taxes, depreciation, and amortization (EBITDA), $29 million in cash flow from operations, and $4.9 million in generally accepted accounting principles (GAAP) net income. The company also ended the quarter with $283.6 million in cash and cash equivalents while continuing to repurchase shares, giving it the financial flexibility to invest in new markets as they open. Unlike many cannabis companies, Green Thumb continues to generate positive operating cash flow, allowing it to fund expansion without relying heavily on new equity financing.

Also consider Verano Holdings (OTC: VRNO), which already operates in Virginia's medical market through a vertically integrated license. This gives it an established cultivation, processing, and retail footprint that could become more valuable when adult-use sales begin.

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Virginia is opening the door while Texas is cracking open Texas remains far from recreational legalization, but there's still opportunity here. The state's Compassionate Use Program has gradually expanded to include more qualifying conditions and additional operators. While patient access does remain limited compared to most medical markets, Texas has a population of more than 32 million people, making even a modest medical market potentially significant over time.

Image source: Getty Images.

Now, late last year, Texas awarded a conditional license to Trulieve Cannabis (TRLV +6.63%), allowing it to establish a presence in the Lone Star State. Green Thumb also secured a conditional dispensing organization license. Those approvals aren't trivial because Texas operates a limited-license system, allowing only a small number of companies to cultivate, process, and dispense medical cannabis. That creates a significant barrier to entry for competitors. If lawmakers continue expanding the state's medical cannabis program, companies that already hold licenses won't have to compete for market access as they'll already be in position to grow alongside the market.

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Scale still matters Legalization headlines often drive cannabis stocks sharply higher, but you should remember that not every company benefits equally. The companies best positioned to capitalize on Virginia and Texas right now already have what newer entrants lack: cultivation facilities, retail operations, regulatory experience, and access to capital.

Green Thumb remains one of the industry's strongest operators because it consistently generates positive cash flow while maintaining a healthy balance sheet. Trulieve, meanwhile, is one of the industry's largest and most consistently profitable operators, giving it the financial resources to expand into new markets as opportunities arise. And Verano has experience building its business around limited-license states, where competition tends to be lower and long-term margins can be stronger.

The truth is, cannabis remains one of the most capital-constrained industries in America. Companies that can fund growth internally have a meaningful advantage over competitors still relying on equity offerings or expensive debt.

To be sure, Virginia and Texas won't transform the industry overnight. Virginia's adult-use market is still nearly a year away, while Texas continues to move at a snail's pace on medical cannabis.

But if you're willing to look beyond just the next quarter, these markets are worth paying attention to. Because the next major cannabis winners may not be determined by federal legalization. They may be determined by which companies already have the infrastructure, licenses, and financial resources in place before these two enormous state markets fully open.

ICU Medical (ICUI - Free Report) came out with quarterly earnings of $2.37 per share, beating the Zacks Consensus Estimate of $1.91 per share. This compares to earnings of $2.1 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +24.08%. A quarter ago, it was expected that this medical device maker would post earnings of $1.78 per share when it actually produced earnings of $1.97, delivering a surprise of +10.67%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

ICU Medical, which belongs to the Zacks Medical - Products industry, posted revenues of $547.88 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.33%. This compares to year-ago revenues of $543.57 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

ICU Medical shares have added about 16.6% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for ICU Medical?While ICU Medical has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for ICU Medical was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.09 on $549.4 million in revenues for the coming quarter and $8.17 on $2.17 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Products is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Accendra Health (ACH - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.

This medical supply distributor is expected to post quarterly loss of $0.13 per share in its upcoming report, which represents a year-over-year change of -150%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Accendra Health's revenues are expected to be $631.2 million, down 7.4% from the year-ago quarter.

April Rieger, the chief legal and administrative officer at nCino, Inc. (NCNO -1.25%), sold 7,852 shares of common stock on August 4, 2026, according to an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$151,000Shares sold7,852Post-transaction shares (directly held)~376,000Post-transaction value$7.33 millionTransaction value based on SEC Form 4 weighted average sale price ($19.22); post-transaction value based on August 4, 2026 market close ($19.50).

Key questionsWas this transaction a discretionary decision by the insider?
No, the sale was a non-discretionary transaction executed to satisfy tax withholding obligations upon the vesting of restricted stock units, as mandated by the issuer's equity incentive plans.What is the current scale of the insider's direct equity holdings?
The executive continues to hold 375,749 shares of common stock directly, representing a 0.3% ownership interest in the company.What performance trend preceded this equity disposition?
At the time of the transaction on August 4, nCino common stock had realized a one-year return of -30%. Shares were priced at $19.23 as of the August 5 market close.What is the operational focus of nCino?
nCino operates as a software-as-a-service provider that delivers cloud-based applications to financial organizations. Its multi-tenant platform digitalizes and streamlines operational processes for banks and credit unions globally.Company OverviewMetricValueShare Price (as of market close 2026-08-05)$19.23Market Capitalization$2.1 billionRevenue (TTM)$610.1 millionNet Income (TTM)$13.3 millionCompany SnapshotnCino delivers cloud-based software-as-a-service (SaaS) solutions to financial institutions, with its flagship nCino Bank Operating System serving as a multi-tenant platform that digitizes, automates, and streamlines complex operational processes and workflows for banks and credit unions.The company generates recurring revenue through subscription-based licensing of its cloud platform, leveraging data analytics, artificial intelligence, and machine learning capabilities to enhance operational efficiency and decision-making for financial services organizations.nCino's primary customer base consists of regional and community banks, credit unions, and other financial institutions across the United States and international markets seeking to modernize their digital infrastructure and improve operational productivity.nCino operates as a leading SaaS provider to the financial services sector, with a market capitalization of $2.1 billion and TTM revenues of $610.1 million. The company's cloud-based platform addresses the critical need for digital transformation within traditional financial institutions by automating complex workflows and integrating advanced AI/ML capabilities. With a geographically diversified customer base, nCino is positioned as a key technology infrastructure provider for the modernization of banking operations.

What this transaction means for investorsRieger had no say in the timing here, and the amount is very small against what she kept, so her tie to the company runs far deeper than a filing like this suggests. More importantly for investors, nCino is in the middle of an interesting shift that the numbers are starting to reward. The company is moving customers onto a new pricing model built around its AI tools, and more than 40% of its contract value has already made the jump, which helped push fiscal first-quarter subscription revenue up 12% to $141 million. CEO Sean Desmond said customers are "embracing our AI capabilities,” and management raised full-year guidance on the strength of it.

For long-term holders, the stock price seems reflective of the punishing sentiment around many software names, particularly those potentially more vulnerable to the developments from frontier AI labs. For nCino, a stock down roughly 30% over the past year suggests the market wants to see the AI bet convert into steadier growth before it re-rates the shares, and if the company keeps delivering as it’s been, a turnaround could be in play.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

HA Sustainable Infrastructure Capital, Inc. (HASI) Q2 2026 Earnings Call August 6, 2026 5:00 PM EDT

Company Participants

Aaron Chew - Head of IR
Jeffrey Lipson - President, CEO & Director
Charles Melko - Treasurer, Senior MD & CFO
Susan Nickey - Senior MD & Chief Client Officer

Conference Call Participants

Jonathan Windham - UBS Investment Bank, Research Division
Ben Kallo - Robert W. Baird & Co. Incorporated, Research Division
Noah Kaye - Oppenheimer & Co. Inc., Research Division
Christopher Dendrinos - RBC Capital Markets, Research Division
Maheep Mandloi - Mizuho Securities USA LLC, Research Division

Presentation

Operator

Greetings, and welcome to HASI's Second Quarter 2026 Earnings Conference Call and Webcast. [Operator Instructions] As a reminder, this conference is being recorded.

It is now my pleasure to introduce your host, Aaron Chew, Senior Vice President of Investor Relations.

Aaron Chew
Head of IR

Thank you, operator, and good afternoon to everyone joining us today for HASI's Second Quarter 2026 Conference Call. Earlier this afternoon, HASI distributed a press release reporting our second quarter 2026 results, a copy of which is available on our website, along with the slide presentation we will be referring to today. This conference call is being webcast live on the Investor Relations page of our website, where a replay will be available later today.

Some of the comments made in this call are forward-looking statements, which are subject to risks and uncertainties described in the Risk Factors section of the company's Form 10-K and other filings with the SEC. Actual results may differ materially from those stated.

Today's discussion also includes some non-GAAP financial measures. A reconciliation of GAAP to non-GAAP financial measures is available in our earnings release and presentation.

Joining us on the call today are Jeff Lipson, the company's President and CEO; as well as Chuck Melko, our Chief Financial Officer. Also

JFrog Ltd. (FROG - Free Report) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +12.50%. A quarter ago, it was expected that this company would post earnings of $0.22 per share when it actually produced earnings of $0.27, delivering a surprise of +22.73%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

JFrog, which belongs to the Zacks Internet - Software industry, posted revenues of $163.77 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.36%. This compares to year-ago revenues of $127.22 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

JFrog shares have added about 35.3% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for JFrog?While JFrog has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for JFrog was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.22 on $158.61 million in revenues for the coming quarter and $0.96 on $631.13 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Quantum Computing Inc. (QUBT - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.

This company is expected to post quarterly loss of $0.05 per share in its upcoming report, which represents a year-over-year change of +16.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Quantum Computing Inc.'s revenues are expected to be $4.7 million, up 7733.3% from the year-ago quarter.

For the quarter ended June 2026, Arlo Technologies (ARLO - Free Report) reported revenue of $155.94 million, up 20.5% over the same period last year. EPS came in at $0.28, compared to $0.17 in the year-ago quarter.

The reported revenue represents a surprise of +4.99% over the Zacks Consensus Estimate of $148.53 million. With the consensus EPS estimate being $0.20, the EPS surprise was +40%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Arlo Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Non-GAAP gross margin - Products: 1% compared to the -13.2% average estimate based on five analysts.Non-GAAP gross margin - Subscriptions and services: 84.1% compared to the 84.5% average estimate based on five analysts.Cumulative paid accounts: 6.3 million versus 6.21 million estimated by three analysts on average.Revenue- Subscriptions and services: $93.05 million versus the five-analyst average estimate of $92.6 million. The reported number represents a year-over-year change of +19%.Revenue- Products: $62.89 million versus the five-analyst average estimate of $55.94 million. The reported number represents a year-over-year change of +22.8%.View all Key Company Metrics for Arlo Technologies here>>>

Shares of Arlo Technologies have returned +24.5% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

CleanSpark (CLSK - Free Report) came out with a quarterly loss of $0.4 per share versus the Zacks Consensus Estimate of a loss of $0.3. This compares to earnings of $0.78 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -33.33%. A quarter ago, it was expected that this company would post a loss of $0.25 per share when it actually produced a loss of $0.52, delivering a surprise of -108%.

Over the last four quarters, the company has not been able to surpass consensus EPS estimates.

CleanSpark, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $138.01 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1%. This compares to year-ago revenues of $198.64 million. The company has not been able to beat consensus revenue estimates over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

CleanSpark shares have added about 33.4% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for CleanSpark?While CleanSpark has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for CleanSpark was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.27 on $149.92 million in revenues for the coming quarter and -$3.48 on $601.55 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, IREN Limited (IREN - Free Report) , is yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $0.80 per share in its upcoming report, which represents a year-over-year change of -1100%. The consensus EPS estimate for the quarter has been revised 65.1% lower over the last 30 days to the current level.

IREN Limited's revenues are expected to be $138.89 million, down 25.8% from the year-ago quarter.