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Key Takeaways AGCO missed Q2 earnings and revenue estimates, and shares have fallen 11% since releasing the results.AGCO lowered its 2026 earnings outlook due to weaker-than-expected industry conditions.AGCO reported narrower margins as lower production volumes and higher input costs weighed on the results. Shares of AGCO Corp. (AGCO - Free Report) have dipped 11% since missing its top- and bottom-line estimates on July 30. The company delivered adjusted earnings per share (EPS) of $1.43 in second-quarter 2026, missing the Zacks Consensus Estimate of $1.54 by 7.14%. The company posted adjusted EPS of $1.35 in the year-ago quarter.

Including one-time items, AGCO posted an EPS of $1.08 compared with the year-ago quarter’s $4.22.

Net sales declined 1% year over year to $2.61 billion and missed the consensus estimate of $2.73 billion. Excluding the favorable currency-translation impacts of 2.7%, net sales fell 3.7% year over year.

AGCO's Q2 Margins Narrow Y/YGross profit decreased 1.9% year over year to $646 million. The gross margin contracted 30 basis points to 24.7%, as lower production volumes and higher input costs offset pricing and cost-management benefits.

Selling, general and administrative expenses were $336 million compared with the year-ago quarter’s $326 million. Adjusted operating income fell 21.1% to $172 million. The adjusted operating margin declined 170 basis points to 6.6% due to weaker sales and factory absorption in Latin America, along with tariff-related costs.

AGCO Corp’s Q2 Segmental PerformanceSales in the North America segment increased 19.7% year over year to $471.5 million in the second quarter. Higher unit sales, particularly for high-horsepower tractors and hay tools, supported the top line. The reported figure missed our estimate of $439 million. The segment reported an operating loss of $24.5 million compared with the prior-year quarter’s operating loss of $25.2 million. Our projection for the segment’s operating loss was $34.6 million.

Sales in the Latin America segment decreased 17.9% year over year to $271 million. We expected the segment’s net sales to be $218.5 million. The segment reported an operating loss of $21.8 million against the prior-year quarter’s operating income of $26.9 million. Our estimate for the segment's operating loss was $6.2 million. The downside was led by softer industry demand, lower sales and production volumes, and higher engineering expenses.

The EME (Europe/Middle East) segment’s sales decreased 2.4% year over year to $1.73 billion. The reported figure missed our estimate of $1.91 billion. The segment’s operating income was $260.2 million compared with $261.3 million in the year-ago quarter. Our estimate for the segment's operating income was $7.5 million. Sales declines across most European markets were partly offset by growth in Germany and the U.K. Cost-optimization efforts and positive pricing supported the operating performance. We predicted EME’s operating income to be $301 million.

Sales in the Asia/Pacific/Africa segment edged down 1% year over year to $134.5 million. We expected the segment’s sales to be $144 million. The segment reported an operating income of $10.3 million compared with the prior-year quarter’s $9.4 million. Lower sales across several Asian and African markets were partly offset by higher sales in Australia. Our projection for the segment’s operating profit was $6.1 million.

AGCO's Inventory & Cash Flow Remain in FocusAGCO Corp ended June with cash and cash equivalents of $573 million, down from $862 million at the end of 2025. Inventories increased to $3.01 billion from $2.71 billion, reflecting the seasonal working-capital build and higher first-half production.

Net cash used in operating activities totaled $245 million in the first six months of 2026 against a cash inflow of $153.5 million in the year-ago period. The company completed $345 million in share repurchases during the quarter and maintained its quarterly dividend of 30 cents per share.

AGCO Corp Updates 2026 OutlookDue to the weaker-than-expected industry conditions, the company lowered its 2026 outlook. It expects adjusted earnings of $5.50-$5.75 per share compared with the prior stated $6. AGCO expects 2026 net sales between $10.1 billion and $10.2 billion, while the adjusted operating margin is expected to be 7.5%.

Capital expenditure is forecast between $300 million and $325 million. The company targets a free cash flow conversion of 75-100% of adjusted net income. For the third quarter, AGCO projects sales of $2.3-$2.4 billion and adjusted earnings of 85-90 cents per share.

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

AGCO Corp Stock’s Price PerformanceThe company’s shares have lost 8.4% in the past year against the industry’s growth of 16.5%.

Image Source: Zacks Investment Research

AGCO’s Peer PerformancesLindsay Corporation (LNN - Free Report) reported third-quarter fiscal 2026 earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.41 by 8.5%. The bottom line declined 14% year over year.

Lindsay’s sales totaled $160.8 million, down 5% year over year. The top line missed the Zacks Consensus Estimate of $169 million by 5.15%. Irrigation softness outweighed infrastructure growth. The quarter reflected persistent demand challenges in North America and Brazil.

CNH Industrial N.V. (CNH - Free Report) reported second-quarter 2026 adjusted EPS of 13 cents, which declined from 17 cents in the prior-year quarter. The figure, however, surpassed the Zacks Consensus Estimate of 11 cents.

In the second quarter, CNH Industrial’s net sales grew 2% from the year-ago level to $4.80 billion and topped the Zacks Consensus Estimate of $4.76 billion.

Farm Equipment Stock Awaiting ResultsDeere & Company (DE - Free Report) is expected to release third-quarter fiscal 2026 results on Aug. 20.

The Zacks Consensus Estimate for Deere’s earnings per share is pegged at $4.85 for the fiscal third quarter, implying growth of 2.1% from the year-ago reported figure. The consensus estimate for Deere’s total sales is pinned at $10.8 billion, indicating a year-over-year increase of 4.6%

Is Appian The AI Play Investors Have Completely Missed?Appian NASDAQ: APPN reported second-quarter 2025 results that exceeded its guidance for cloud subscription revenue, total revenue and adjusted EBITDA, citing momentum in larger enterprise transactions, AI-related demand and growth in its federal business.

Cloud subscription revenue rose 21% year over year to $106.9 million, while total subscription revenue increased 17% to $132.7 million. Total revenue also grew 17% to $170.6 million, or 14% on a constant-currency basis. Adjusted EBITDA was positive $8.1 million, compared with the company’s prior guidance range of a $5 million to $2 million loss and a $10.5 million loss a year earlier.

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Beyond the Magnificent 7: Tech’s Rising StarsNet income was $0.3 million, or breakeven per diluted share, compared with a net loss of $18.2 million, or $0.25 per share, in the second quarter of 2024. Cash equivalents and investments totaled $184.8 million at quarter-end, up from $159.9 million at the end of 2024. Cash used in operations narrowed to $1.9 million from $17.6 million a year earlier.

AI Drives Higher Pricing and Pipeline Chairman and CEO Matt Calkins said AI is contributing to Appian’s financial results, pipeline and customer value proposition. He said the company applies a 25% upcharge for AI and that most of its seven-figure software deals signed during the quarter included AI-inclusive license tiers.

UiPath: Has the Bar Been Set Too Low for This AI Robotic Leader?“We’re getting higher prices because of AI,” Calkins said. “We’re in new deals because of AI and even new industries.”

The company highlighted an international grocery retailer that deployed Appian AI within an existing field-dispatch application. Calkins said drivers can now upload paperwork related to shipment problems, while Appian AI reconciles the information automatically rather than requiring back-office workers to manually record and correct discrepancies.

Appian also cited a global asset manager that signed a seven-figure deal to upgrade licenses and deploy AI features for client investment operations. The company said AI agents will help classify forms and extract data for account openings, closings and changes.

During the question-and-answer session, Calkins argued that Appian’s platform provides enterprise capabilities beyond what AI alone can create, including security, scalability, reliability, mobile functionality and high-availability features. CFO Serge Tanjga characterized AI as an “engine” that requires the surrounding application framework and controls supplied by the platform.

Modernization and Federal Opportunities Calkins said Appian sees application modernization as an expanding opportunity as AI lowers the cost of extracting and translating legacy applications. He said the market includes both an extraction component that is likely more services-intensive and an application-instantiation component that is likely more software-intensive.

Appian cited several customer examples tied to modernization. A Spanish bank became a new customer in the quarter after purchasing thousands of software licenses to move back-office workflows from legacy systems to Appian. The company expects the bank to run core processes 30% faster and save millions of dollars annually.

A U.S. health insurer also signed a seven-figure expansion deal to deploy Appian more broadly, beginning with Medicare and Medicaid enrollment, as part of a company initiative to consolidate technology and save $1 billion.

In the public sector, Calkins said Appian’s federal business outgrew its global business in cloud revenue, new bookings and software pipeline during the first half of 2025. A U.S. agency supporting national healthcare selected Appian as the backbone for virtual care operations in a seven-figure software deal. According to Appian, the agency expects to save $38 million annually through the deployment.

Calkins continued to describe the federal outlook as “cautiously optimistic” amid volatility related to DOGE and other factors. He said government interest in buying software directly from providers rather than through intermediaries, along with increased emphasis on efficiency, could be favorable for Appian.

Margins, Retention and Go-to-Market Efforts Appian’s non-GAAP gross margin was 75%, unchanged from a year earlier and down from 78% in the first quarter. Subscription gross margin was 87%, compared with 89% in both the prior-year period and preceding quarter. Professional services gross margin improved to 33% from 30% a year earlier.

Total operating expenses were $122.7 million, essentially flat from $123.2 million a year ago. Tanjga said the EBITDA outperformance reflected higher-than-expected revenue as well as the timing of certain expenses that are now expected in the second half. Those expenses were primarily marketing and consulting costs rather than headcount, he said.

Cloud subscription revenue retention was 111% as of June 30, down from 118% a year earlier and 112% in the prior quarter. Tanjga attributed the decline largely to the continuing effect of a small number of prior downsells in the backward-looking measure. He also said a greater portion of first-half new business came from new customers, which Appian views as evidence of its ability to win large, strategic deals with new clients.

The company’s go-to-market productivity ratio reached 3.3, its eighth consecutive sequential quarterly increase, according to Calkins. Tanjga said Appian has reduced investment in lower-productivity areas and is seeking further gains through better execution, larger deals, leadership changes and targeted investments.

Raised Full-Year Outlook For the third quarter, Appian expects cloud subscription revenue of $109 million to $111 million, representing growth of 16% to 18%, and total revenue of $172 million to $176 million, representing growth of 12% to 14%. The company forecast adjusted EBITDA of $9 million to $12 million and non-GAAP earnings per share of $0.03 to $0.07.

Appian raised its full-year 2025 outlook. It now expects:

Cloud subscription revenue of $429 million to $433 million, up 17% to 18% year over year. Total revenue of $695 million to $703 million, up 13% to 14% year over year. Adjusted EBITDA of $49 million to $55 million. Non-GAAP earnings per share of $0.28 to $0.36. Tanjga said the higher outlook reflected fundamental business strength, with foreign exchange providing a marginal benefit. Appian also announced that David Crozier joined the company in July as chief marketing officer.

About Appian (NASDAQ:APPN)Appian Corporation is a global technology company specializing in low-code automation platforms designed to streamline business processes. Founded in 1999 by Matt Calkins, the company provides an integrated suite of tools that enables organizations to build enterprise applications and workflows rapidly with minimal hand coding. The platform combines process management, robotic process automation (RPA), artificial intelligence (AI) capabilities and data integration into a single environment, allowing businesses to accelerate digital transformation initiatives.

The core offering, the Appian Low-Code Platform, empowers users—ranging from professional developers to business analysts—to visually model, design and deploy applications that can automate complex operations, orchestrate tasks across systems, and deliver real-time analytics.

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Posted by Defense World Staff on Aug 6th, 2026

California State Teachers Retirement System increased its holdings in shares of Southwest Gas Corporation (NYSE:SWX – Free Report) by 30.4% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 76,336 shares of the utilities provider’s stock after acquiring an additional 17,811 shares during the period. California State Teachers Retirement System owned approximately 0.11% of Southwest Gas worth $6,634,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Norges Bank purchased a new position in Southwest Gas during the fourth quarter worth approximately $66,930,000. BROOKFIELD Corp ON grew its holdings in Southwest Gas by 106.9% in the first quarter. BROOKFIELD Corp ON now owns 699,626 shares of the utilities provider’s stock valued at $60,797,000 after purchasing an additional 361,556 shares during the period. Renaissance Technologies LLC increased its position in shares of Southwest Gas by 281.2% in the first quarter. Renaissance Technologies LLC now owns 459,000 shares of the utilities provider’s stock valued at $39,887,000 after buying an additional 338,600 shares in the last quarter. BROOKFIELD Corp ON purchased a new stake in shares of Southwest Gas in the fourth quarter valued at approximately $27,052,000. Finally, Adage Capital Partners GP L.L.C. raised its stake in shares of Southwest Gas by 16.1% during the 4th quarter. Adage Capital Partners GP L.L.C. now owns 1,648,496 shares of the utilities provider’s stock worth $131,913,000 after buying an additional 228,496 shares during the period. Hedge funds and other institutional investors own 92.77% of the company’s stock.

Southwest Gas Price Performance SWX stock opened at $90.62 on Thursday. Southwest Gas Corporation has a 1 year low of $75.75 and a 1 year high of $94.46. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.45 and a quick ratio of 1.32. The firm has a market capitalization of $6.56 billion, a PE ratio of 13.13, a price-to-earnings-growth ratio of 2.11 and a beta of 0.57. The business has a 50 day simple moving average of $89.66 and a 200-day simple moving average of $88.43.

Southwest Gas (NYSE:SWX – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The utilities provider reported $0.45 EPS for the quarter, hitting analysts’ consensus estimates of $0.45. The firm had revenue of $358.15 million for the quarter, compared to the consensus estimate of $416.20 million. Southwest Gas had a return on equity of 6.95% and a net margin of 19.95%.The firm’s revenue was down 9.6% compared to the same quarter last year. During the same quarter last year, the business posted ($0.18) earnings per share. Southwest Gas has set its FY 2026 guidance at 4.170-4.320 EPS. Equities research analysts anticipate that Southwest Gas Corporation will post 4.27 earnings per share for the current fiscal year.

Southwest Gas Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, August 17th will be paid a $0.645 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $2.58 dividend on an annualized basis and a dividend yield of 2.8%. Southwest Gas’s dividend payout ratio (DPR) is 37.39%.

Trending Headlines about Southwest Gas Here are the key news stories impacting Southwest Gas this week:

Positive Sentiment: Full-year guidance reaffirmed: Southwest Gas maintained its 2026 continuing-operations EPS outlook of $4.17 to $4.32, broadly in line with the $4.22 consensus estimate. Southwest Gas second-quarter financial results Positive Sentiment: Great Basin expansion gains momentum: Binding commitments for the 2028 expansion reached approximately 1 billion cubic feet per day. Southwest Gas raised expected project capital investment to about $2.3 billion and estimated potential annual incremental margin of $270 million to $300 million once operational. Positive Sentiment: Regulatory developments improved the outlook: A California regulatory decision is expected to provide approximately $40 million in incremental annual revenue, while the final decision in a broader California rate case is anticipated in August. The company also reported an 8.1% trailing-12-month utility return on equity. Neutral Sentiment: Quarterly profitability improved year over year: Net income attributable to Southwest Gas was $42.1 million, versus a $40.2 million loss in the prior-year quarter. Reported EPS was $0.45, meeting some consensus estimates, though other estimates placed expectations at $0.47. Negative Sentiment: Revenue and earnings comparisons were weak: Quarterly operating revenue fell 9.6% year over year to $358.2 million. Zacks characterized EPS as a miss against its $0.47 estimate, and reported EPS declined from $0.53 a year earlier under that comparison, despite lower costs helping operating income. Analysts Set New Price Targets A number of research analysts have recently issued reports on the company. JPMorgan Chase & Co. upgraded Southwest Gas from a “neutral” rating to an “overweight” rating and set a $100.00 target price on the stock in a research report on Thursday, May 7th. UBS Group set a $100.00 price target on shares of Southwest Gas in a report on Thursday, May 7th. Wall Street Zen upgraded shares of Southwest Gas from a “sell” rating to a “hold” rating in a research report on Sunday, July 12th. Weiss Ratings reaffirmed a “buy (a-)” rating on shares of Southwest Gas in a report on Monday. Finally, Citigroup lifted their target price on shares of Southwest Gas from $99.00 to $106.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Two research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $98.00.

View Our Latest Analysis on SWX

Southwest Gas Profile (Free Report)

Southwest Gas Corporation (NYSE: SWX) is a publicly traded natural gas utility that provides regulated gas distribution services to residential, commercial, industrial and electric generation customers. The company’s core activities include the transportation, distribution and sale of natural gas through an extensive network of pipelines, service lines and metering facilities. Southwest Gas also offers related services such as system maintenance, pipeline safety inspections, emergency response and line extensions to support customer growth and ensure reliable gas delivery.

Founded in 1931 in southern Nevada, Southwest Gas has grown through strategic acquisitions and organic expansion to become one of the nation’s larger natural gas utilities by customer count.

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Key Takeaways Immunovant reported a wider Q1 fiscal 2027 loss as research and development spending increased.IMVT expects cash to support operations through the planned commercial launch of IMVT-1402 for GD.IMVT remains on track across multiple studies, with several top-line data readouts due from 2026 to 2028. Immunovant (IMVT - Free Report) incurred first-quarter fiscal 2027 net loss of 75 cents per share, wider than the Zacks Consensus Estimate of a loss of 66 cents. The company had reported a loss of 71 cents per share in the year-ago quarter.

Excluding stock-based compensation expense, IMVT reported a net loss of 68 cents per share.

Currently, Immunovant does not have any approved products in its portfolio and therefore is yet to generate revenues.

IMVT’s Q1’27 Results in DetailResearch and development expenses totaled $142.6 million, up 40.9% from the year-ago quarter’s figure. The increase was primarily driven by higher spending on clinical studies of IMVT-1402, including contract manufacturing costs, partially offset by lower overall expenses as the company winds down its batoclimab clinical studies.

General and administrative expenses were $17.7 million, down 32% year over year, primarily due to lower personnel-related expenses, market research and information technology costs, legal and other professional fees.

As of June 30, 2026, Immunovant’s cash and cash equivalents totaled approximately $797.8 million compared with $902.1 million as of March 31, 2026. The cash balance is expected to extend IMVT’s cash runway through the commercial launch of IMVT-1402 for Graves’ disease (GD).

Year to date, Immunovant shares have risen 54.5% compared with the industry’s 3.4% growth.

Image Source: Zacks Investment Research

Key Pipeline Updates of IMVTImmunovant has designated IMVT-1402, a next-generation neonatal fragment crystallizable receptor (FcRn) inhibitor, as its lead asset due to its broad potential across multiple indications.

IMVT remains on track with the development of IMVT-1402 across multiple indications, including registrational studies in GD, difficult-to-treat rheumatoid arthritis (D2T RA), myasthenia gravis (MG), chronic inflammatory demyelinating polyneuropathy (CIDP), Sjögren's disease (SjD), as well as a proof-of-concept trial in cutaneous lupus erythematosus (CLE).

Previously, the company announced strong early data from the open-label portion of the ongoing phase II study evaluating IMVT-1402 in D2T RA patients who had failed multiple prior advanced therapies. Further updates from the study are expected in the second half of 2026.

Top-line data from potentially registrational clinical studies evaluating IMVT-1402 for the treatment of patients with GD and MG are anticipated in 2027.

Immunovant expects to report top-line data from the proof-of-concept study of IMVT-1402 in CLE in the second half of 2026.

Top-line data from the registrational studies of IMVT-1402 in CIDP and SjD are expected in 2028.

IMVT’s Zacks Rank & Stocks to ConsiderImmunovant currently carries a Zacks Rank #4 (Sell).

Some better-ranked stocks in the biotech sector are Harmony Biosciences (HRMY - Free Report) and Liquidia Corporation (LQDA - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy) and Altimmune (ALT - Free Report) , which carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Over the past 60 days, earnings per share estimates for Harmony Biosciences have increased from $3.20 to $3.33 for 2026. Over the same period, estimates for earnings per share increased from $3.64 to $3.87 for 2027. HRMY shares have risen 2.2% year to date.

Harmony Biosciences missed on earnings in three of the trailing four quarters and beat in the remaining one, delivering an average negative surprise of 13.97%.

Over the past 60 days, estimates for Liquidia’s 2026 earnings per share have increased to $3.02 from $2.97. Over the same period, EPS estimates for 2027 have risen to $5.31 from $4.81. LQDA shares have gained 158.4% year to date.

Liquidia’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 54.40%.

Over the past 60 days, estimates for Altimmune’s 2026 loss per share have narrowed from 69 cents to 64 cents. Over the same period, loss estimates for 2027 have also improved from 73 cents to 64 cents. ALT shares have declined 16.1% year to date.

Altimmune’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 15.81%.

Payoneer Global Inc. (PAYO - Free Report) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -60.00%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced earnings of $0.06, delivering a surprise of +50%.

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

Payoneer Global, which belongs to the Zacks Financial Transaction Services industry, posted revenues of $274.26 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.51%. This compares to year-ago revenues of $260.61 million. The company has topped consensus revenue estimates three times over the last four quarters.

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

Payoneer Global shares have added about 26.7% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for Payoneer Global?While Payoneer Global 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 Payoneer Global 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 $0.07 on $287.13 million in revenues for the coming quarter and $0.26 on $1.12 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, Financial Transaction Services is currently in the bottom 39% 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, Nayax (NYAX - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.

This financial technology company is expected to post quarterly earnings of $0.09 per share in its upcoming report, which represents a year-over-year change of -43.8%. The consensus EPS estimate for the quarter has been revised 1.4% higher over the last 30 days to the current level.

Nayax's revenues are expected to be $120.54 million, up 26.1% from the year-ago quarter.

Key Takeaways Ingevity's Q2 adjusted EPS rose 42.6% to $1.74, while revenues beat estimates at $314.1 million.Pricing, product mix and higher volumes lifted adjusted EBITDA margin to 36.6% despite lower sales.Ingevity raised 2026 EPS guidance to $5-$5.45 and EBITDA guidance to $380-$400 million. Ingevity Corporation (NGVT - Free Report) reported second-quarter 2026 adjusted earnings of $1.74 per share, up 42.6% year over year and above the Zacks Consensus Estimate of $1.31 by 32.8%.

Revenues declined 5.2% to $314.1 million but surpassed the consensus mark of $299.4 million by 4.9%. Excluding the divested Road Markings business, sales rose 5%. Higher pricing, favorable product mix and increased volumes lifted adjusted EBITDA margin to 36.6%.

Segmental ReviewPerformance Materials generated net sales of $160.6 million, up 4.4% from $153.9 million in the prior-year quarter. The segment’s EBITDA increased 6.3% year over year to $86.1 million. Higher volumes, improved price and mix, and stronger plant utilization more than offset increased selling, general and administrative and other expenses.

The company’s Performance Chemicals operations are now represented by the Pavement Technologies segment following the Road Markings divestiture. Pavement Technologies’ net sales fell 22.4% year over year to $104.2 million, primarily because the Road Markings product line was sold on April 15, 2026. Segment EBITDA declined to $25.4 million from $28.8 million because the prior-year quarter included $6 million of Road Markings EBITDA. Improved pricing and volumes in the remaining business partly offset the lost contribution.

Advanced Polymer Technologies posted net sales of $49.3 million, up 13.9% from $43.3 million. Segment EBITDA jumped to $11.2 million from $2 million. Improved product mix and higher plant utilization supported the increase, as the year-ago period included extended downtime related to new boiler installations.

FinancialsNet cash used in operating activities was $13.8 million in the second quarter. Free cash flow totaled $89.1 million. NGVT repurchased approximately $35 million of common stock during the quarter at a weighted average price of $70.94 per share. Roughly $211 million remained available under the company’s existing share-repurchase authorization at the end of the period. Net leverage improved to 2.5 times from 3 times in the prior-year quarter and also declined from the first quarter of 2026. Cash and cash equivalents stood at $97.4 million as of June 30, 2026.

OutlookIngevity raised its full-year 2026 adjusted earnings guidance to $5-$5.45 per share from the previous projection of $4.7-$5.2. The company also increased its adjusted EBITDA forecast to $380-$400 million from $370-$395 million. The company continues to expect full-year net sales of $1.05-$1.15 billion. Free cash flow is now projected at $220-$245 million, excluding the $113.2 million litigation settlement payment, compared with the prior outlook of $215-$245 million. Ingevity intends to use its projected cash generation to reduce leverage to its long-term target range of 2-2.5 times and return capital to shareholders.

NGVT Stock’s Price PerformanceShares of Ingevity have gained 52.7% in a year compared with the industry’s 5.6% growth.

Image Source: Zacks Investment Research

NGVT’s Rank & Key PicksNGVT currently has a Zacks Rank #3 (Hold).

Some better-ranked stocks in the basic materials space are Neo Performance Materials Inc. (NOPMF - Free Report) ,Almonty Industries Inc. (ALM - Free Report) and Skeena Resources Limited (SKE - Free Report) .

Neo Performance is slated to report second-quarter 2026 results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at 50 cents per share. NOPMF sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here. 

Almonty is expected to report second-quarter 2026 results on Aug. 13. The Zacks Consensus Estimate for ALM’s second-quarter earnings per share is pegged at 10 cents, indicating 300% year-over-year growth. ALM carries a Zacks Rank #2 (Buy) at present.

Skeena is expected to report second-quarter 2026 results on Aug. 13. The consensus estimate for SKE’s loss per share is pegged at 11 cents. SKE presently carries a Zacks Rank #2.

People Incorporated Common Stock (NASDAQ:PPLI) reported continued digital revenue growth and higher profitability in its second quarter, while outlining plans to simplify its corporate structure, monetize non-core assets and invest in its core media operations and MGM holdings.

The company said digital revenue at its People Inc. operating business rose 6% year over year, marking its 11th consecutive quarter of digital growth. Digital adjusted EBITDA increased 18%, while the digital EBITDA margin expanded to 26% from 23% a year earlier.

The call also marked a leadership transition. Christopher Halpin said he would leave his executive roles after the close of business and serve as a consultant through March 2027. Neil Vogel became CEO of People Incorporated and Tim Quinn became CFO. Barry Diller remains chairman and senior executive.

Publishing growth led by non-session revenue Vogel said the company’s strategy is centered on executing in its People Inc. media business, deploying capital in assets it knows well, including MGM and publishing, and continuing to monetize non-core holdings.

Non-session-based revenue grew 16% during the quarter, driven by Apple News, licensing agreements including artificial-intelligence partnerships, social programs, events and Decipher. Session-based revenue declined 1%, despite a 22% decline in core sessions, as the company benefited from higher advertising rates across direct-sold and programmatic advertising.

Quinn said advertising revenue was approximately flat in the quarter. Performance marketing, primarily affiliate commerce, grew 13%, while licensing revenue increased 23%. Print revenue declined 18% amid continued pressure on print advertising, although the company expects full-year print EBITDA to offset People Inc. corporate overhead.

“Our premium ad sales team” has continued to deliver performance for advertisers through campaigns that combine session-based and non-session-based assets, Quinn said. He added that the company has been able to command premium and growing ad rates despite lower web traffic.

Google search traffic represented about 21% of People Inc.’s traffic during the quarter, Quinn said, compared with roughly two-thirds historically. Vogel said the company has prepared for this shift by building new revenue sources around its brands, including social video, events, subscriptions, product offerings and content licensing.

The company reaffirmed its expectation for mid- to high-single-digit digital revenue growth for the full year.

New products, events and licensing initiatives People Inc. highlighted several initiatives intended to contribute to growth in 2027 and beyond. The company said its Charleston Food & Wine Classic is on track to become one of its largest events. It also acquired Hot Luck, an Austin-based food and music festival aimed at Gen Z audiences, and plans a multi-city expansion in 2027.

The company is also expanding subscription offerings. In July, it launched Southern Living Insiders, a paid membership program that includes access to vintage recipes and other benefits. MyRecipes had reached 4.5 million registered users for its free product, Vogel said, and the company plans to launch a subscription app in August. A People premium subscription bundle is expected to launch in October.

People Inc. now has 47 original social video series, including programs from InStyle, People and Travel + Leisure. It also licensed a curated library of videos from several brands for Netflix’s short-form video launch.

On AI licensing, Vogel said the company sees “real momentum” as AI developers increasingly seek timely, high-quality content. People Inc. has agreements with OpenAI, Meta and Microsoft, according to Vogel, though he did not announce additional deals.

Vogel also discussed the company’s relationship with Google, saying People Inc. would like Google to separate its search and AI crawlers. He said Google’s use of a single crawler means blocking the company’s content from AI products would also block it from search, making that action impractical for now. People Inc. expects its Google-related litigation to resolve in 2027, he said.

Cash generation, portfolio actions and MGM People Inc. generated $179 million of free cash flow over the past 12 months, Quinn said. The operating business is expected to finish the year with net leverage below three times.

The company also signed an agreement to sell its limited-partner interests in a third-party fund to private investors. The transaction is expected to close in the third quarter and generate approximately $189 million of gross cash. Halpin said the company has more than $250 million of remaining capital-loss carryforwards from the Care.com sale, which it expects will offset the gain associated with the fund-interest transaction.

Diller said the company intends to continue selling non-core assets over time. He identified Turo, The Daily Beast and Vivian as businesses that are not expected to remain part of the company over the long term, though he said the company would seek full value for those holdings.

Regarding MGM, Diller said discussions continue with the MGM special committee and their respective representatives concerning People Incorporated’s proposal to acquire shares it does not already own. He said he expects a resolution “certainly within the next 60 days,” though he cautioned that timing could change.

Diller said People Incorporated has a long-term belief in MGM’s management and business, and expects to increase its ownership either through a single transaction or gradually over time.

Guidance and corporate cost reduction The company confirmed full-year 2026 guidance under a revised definition of adjusted EBITDA. People Inc. expects EBITDA of $325 million to $355 million, unchanged from its prior outlook after accounting for a $15 million forecasted Google litigation expense that is now excluded under the revised measure.

People Inc. operating-business EBITDA guidance: $325 million to $355 million. Emerging and other EBITDA guidance: $10 million to $15 million, with the low end raised by $5 million following first-half performance at The Daily Beast and Vivian. Total People Incorporated 2026 EBITDA guidance: $255 million to $290 million. Parent corporate costs under the revised definition: $80 million for 2026. Halpin said the corporate consolidation is expected to continue through the first quarter of 2027. Corporate costs are expected to remain near the second-quarter level in the third quarter, fall below $20 million in the fourth quarter and decline further in the first quarter of 2027. The company reaffirmed a target of $45 million in annual corporate run-rate expense after the consolidation is completed, with the second quarter of 2027 expected to be the first full quarter reflecting that structure.

About People Incorporated Common Stock (NASDAQ:PPLI) IAC (NASDAQ: IAC) is a publicly traded holding company headquartered in New York City that builds and invests in consumer-focused internet businesses. Through its portfolio of digital media brands, online marketplaces and subscription services, IAC delivers content and connections across a range of verticals, including lifestyle, finance, home services and personal care. The company’s operations span North America and parts of Europe, where its brands reach millions of visitors each month.

In the digital publishing space, IAC’s Dotdash Meredith division develops original content and data‐driven journalism across more than a dozen specialty sites.

HomeStock IdeasLong IdeasHealthcare 

SummaryGE HealthCare Technologies is rated Buy, with risk-reward attractive due to accelerating growth and an undervalued multiple versus peers.Order growth, backlog expansion, and a robust innovation pipeline position GEHC for revenue acceleration and margin improvement as new products scale.Patient Care Solutions business is expected to recover as supply chain issues resolve, supporting overall growth and margin rebound.Valuation is compelling, with GEHC trading at a 19–27% discount to sector multiples and double-digit EPS growth anticipated in the back half of FY26. jetcityimage/iStock Editorial via Getty Images

Investment Thesis GE HealthCare Technologies (GEHC) is well placed for growth acceleration with orders and backlog growing at a faster pace than the current revenue growth and book-to-bill above one. While last quarter had

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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.

Key Takeaways PWR fell 11.7% in three months despite 41.1% revenue growth and 71% adjusted EPS growth.Quanta raised 2026 revenue and adjusted earnings guidance after strong execution and acquisitions.PWR trades at a premium valuation as backlog hit a record $53.4 billion amid execution risks. Quanta Services, Inc. (PWR - Free Report) shares have declined 11.7% in the past three months, even as the company delivered faster earnings growth, record backlog and a higher 2026 outlook.

The pullback sharpens the investment debate. Quanta’s operating momentum supports the bull case, but its premium valuation and execution demands leave little room for disappointment.

PWR’s Fundamentals Defy the Recent DeclineSecond-quarter 2026 revenues increased 41.1% year over year to $9.56 billion. Adjusted earnings rose 71% to $4.24 per share, exceeding the Zacks Consensus Estimate by 28.9%, while revenues topped the consensus mark by 12.1%.

Profitability improved across both operating segments. Electric Infrastructure Solutions revenues rose 43.6%, while Underground Utility and Infrastructure Solutions revenues increased 30.7%. Those results show that the recent stock weakness has occurred despite broad operating gains.

Quanta’s Backlog Supports Multiyear VisibilityTotal backlog reached a record $53.4 billion at June 30, 2026, up from $48.5 billion at March 31. Remaining performance obligations increased to $33.6 billion, giving Quanta substantial visibility into future work.

Several large transmission and generation programs remain outside backlog while engineering, permitting and pre-construction activities continue. Their eventual inclusion could extend the opportunity, although the timing of awards may make quarterly bookings uneven.

PWR’s Raised Outlook Strengthens the Bull CaseQuanta raised its 2026 revenue guidance to $39.3-$39.7 billion from $34.7-$35.2 billion. Adjusted earnings guidance increased to $16.45-$16.95 per share from $13.55-$14.25.

The revision reflects first-half execution, better second-half visibility and expected contributions from recent acquisitions. Phalcon, Enerfab, Percheron and PSD are expected to add $1.2-$1.4 billion of 2026 revenues and $120-$140 million of adjusted EBITDA.

Quanta’s Premium Valuation Raises the StakesPWR trades at 44.1X forward 12-month earnings, above the Zacks sub-industry’s 27.6X, the sector’s 20.6X and the S&P 500’s 20.8X. That premium implies investors are already paying for sustained growth and reliable execution.

MasTec, Inc. (MTZ - Free Report) offers exposure to communications, power delivery, clean-energy and pipeline infrastructure, while EMCOR Group, Inc. (EME - Free Report) provides electrical and mechanical construction services. Both are relevant comparisons because Quanta’s valuation also exceeds their forward multiples cited in the peer analysis.

PWR’s Risks Could Prolong the WeaknessPermitting, environmental reviews, right-of-way work and regulated utility approvals can delay project starts and shift revenue timing. Quanta must also recruit and train enough craft-skilled workers to support larger programs expected to enter the field in coming years.

Fixed-price contracts can pressure margins when labor, materials or schedules move against estimates. Working-capital swings may also affect cash conversion, while the integration of four recently acquired businesses adds execution and organizational complexity.

PWR’s Growth Signals Favor Selective OptimismThe pullback makes PWR more debatable as an entry point, but not automatically inexpensive. Record backlog, raised guidance and faster earnings growth support selective optimism, while the valuation premium argues for discipline.

PWR currently carries a Zacks Rank #1 (Strong Buy), along with a Growth Score of A, Momentum Score of B and VGM Score of B. Those readings support its near-term earnings and growth profile. Still, the Value Score of F confirms that valuation remains the central restraint, even after the recent decline. You can see the complete list of today’s Zacks #1 Rank stocks here.

ARLINGTON, Va., Aug. 06, 2026 (GLOBE NEWSWIRE) -- HII (NYSE: HII) announced today long-term performance-based production agreements with High-Yield Production Robotics (HYPR) team members GrayMatter Robotics and Path Robotics. The signed agreements are designed to accelerate the development and deployment of advanced physical AI automation across U.S. Navy shipbuilding programs, including aircraft carriers, submarines, destroyers, amphibious ships, future frigates and unmanned surface vessels.

“We are committed to making generational investments to develop new shipbuilding capability and to expand capacity,” said Eric Chewning, executive vice president of maritime systems and corporate strategy at HII. “Together, we are defining a new approach to robotics in shipbuilding: automation that can adapt to extreme levels of complexity, mix, and size. This collaboration represents a strategic investment in the future of American shipbuilding — strengthening industrial base resilience, expanding distributed shipbuilding capacity, feeding critical materials to our shipyards and workforce, and unlocking new production efficiencies essential to delivering the Navy’s growing fleet.”

Under the agreements, HII intends to award up to $900 million in total shipbuilding work to Path Robotics and GrayMatter Robotics across seven years, contingent on the two companies meeting clearly defined technology and manufacturing readiness, and performance milestones outlined in the agreements. This sustained demand signal enables Path Robotics and GrayMatter Robotics to make significant long-term investments in robotics, autonomous systems, facilities and workforce required to deliver Navy-grade production at scale.

“For years, we've believed physical AI could fundamentally change manufacturing,” said Andy Lonsberry, CEO and co-founder of Path Robotics. “HYPR is a powerful validation of our vision — that physical AI can scale shipbuilding capacity in one of the world's most demanding production environments. Together with HII, we're proud to be building the shipyard of the future, unlocking distributed shipbuilding, and establishing a blueprint for strengthening America's maritime industrial base.”

"This agreement represents an important milestone in bringing Factory SuperIntelligence to America's leading shipbuilding company,” said Ariyan Kabir, CEO and co-founder of GrayMatter Robotics. “By combining Physical AI with autonomous production systems, we're helping create manufacturing that learns, adapts, and improves over time, making complex shipbuilding faster, more resilient, and more scalable.

Photos and related content can be found at: http://hii.com/news/hii-signs-performance-based-production-agreements-with-path-robotics-and-graymatter-robotics/.

Together with HII and Path Robotics, we're laying the foundation for the next generation of American industrial capability and helping ensure that the United States can build critical assets at the speed and scale our national security demands."

The performance-based production agreements are part of a broader set of strategic agreements that form the HYPR Program, including collaboration and joint development frameworks that establish governance, program execution, and long-term operational alignment among the companies. The companies expect the collaborative effort to push the boundaries of automation never seen before in shipbuilding.

The agreements are structured in two stages: a Navy-grade development stage and a delivery stage. In the development stage, both companies will partner with HII to develop, validate and qualify high-precision production techniques for autonomous welding, grinding, blasting, painting, assembly, inspection and other fabrication processes, then integrate them into an autonomous production line. The agreements establish a rigorous testing, qualification and oversight process to ensure that every technology meets the stringent standards of U.S. Navy shipbuilding. In the delivery stage, HII will begin sourcing shipbuilding work from both companies through the new line, contingent upon favorable cost, schedule and quality performance. The delivery stage is designed to augment HII’s current distributed shipbuilding strategy, starting with small steel structures and growing to include units and modules.

In 2026, HII plans to outsource more than 2.5 million hours of shipbuilding work, a 30% increase from 2025, while expanding its structural assembly network of assembly partner companies, enabling more work to be completed outside the shipyards before final assembly.

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About Path Robotics

Path Robotics builds physical AI for manufacturing, starting with its welding model, Obsidian™. Path Robotics’ intelligent welding cells perform the complex, variable welds that traditional automation cannot, enabling manufacturers to overcome chronic labor shortages while increasing production capacity, and improving quality. With the launch of Rove™, a mobile robotic welding system that pairs Obsidian with a quadruped robot, Path Robotics brings that same intelligent, adaptive welding capability into the field directly to the part, wherever it is. Since its founding in 2018, the company has raised more than $370 million to incorporate intelligence through physical AI into legacy manufacturing processes, turning traditionally impossible-to-automate work into reliable, high-throughput, and high-quality production. By combining artificial intelligence, machine learning and computer vision, Path Robotics’ physical AI enables legacy manufacturing processes to see, think, and adapt, in real time, turning the complexity that made automating these traditional processes impossible into a reality.

About GrayMatter Robotics

Headquartered in Carson, California, GrayMatter Robotics is building Factory SuperIntelligence that powers the autonomous factories of the future. Founded in 2020, the company develops Physical AI technologies and deploys autonomous factories that handle complex, high-mix tool-manipulation applications such as surface preparation, coating, and inspection processes across some of the most demanding production environments in the world — delivering up to 12x the throughput of skilled manual labor and a 95% reduction in rework. Its air-gapped, edge-deployed architecture ensures full data sovereignty for defense and enterprise-critical operations. To date, GrayMatter Robotics has processed over 30 million square feet of surface area across 20+ industries, serving customers in aerospace, defense, shipbuilding, specialty vehicles, and consumer products. The company is on a mission to reindustrialize American manufacturing and bolster our National Security, bridge the gap between demand and capacity of our industrial base, and ensure the industrial resilience the nation depends on. For more information, visit: https://factory.graymatter-robotics.com/

About HII

HII is America’s largest shipbuilder, delivering the world’s most powerful ships and all-domain mission technologies, including unmanned systems, to U.S. and allied defense customers. HII is the largest producer of unmanned underwater vehicles for the U.S. Navy and the world.

With a more than 140-year history of advancing U.S. national security, HII builds and integrates defense capabilities extending from the core fleet to C6ISR, AI/ML, EW and synthetic training. Headquartered in Virginia, HII’s workforce is 45,000 strong. For more information, visit:

HII on the web: https://www.HII.com/HII on Facebook: https://www.facebook.com/TeamHIIHII on X: https://www.twitter.com/WeAreHIIHII on Instagram: https://www.instagram.com/WeAreHIIHII on LinkedIn: https://www.linkedin.com/company/wearehii
Contact:

Danny Hernandez
(202) 264-7143
[email protected]

Caroline Legg
[email protected]  
(203) 313-4228

Christina Ko
[email protected]
(310) 431-9258

Photos accompanying this announcement are available at:

https://www.globenewswire.com/NewsRoom/AttachmentNg/e5e689c7-3038-4145-aa50-770c7f72d523

https://www.globenewswire.com/NewsRoom/AttachmentNg/a0180cee-1434-432b-bd85-8e32d04afe20

https://www.globenewswire.com/NewsRoom/AttachmentNg/8bb539fa-4ce1-4503-bc05-bb87c55ec981

Key Takeaways Vishay's book-to-bill reached 1.32 as backlog climbed 18% to $1.9 billion amid broad demand growth globally.Third-quarter revenues guided to $945-$975M, with 24% gross margin arriving a quarter earlier than planned.Vishay is investing $400-$440M in 2026 capex as new semiconductor and passive-component capacity ramps. Vishay Intertechnology, Inc. (VSH - Free Report) framed its second-quarter 2026 call around an early industry upcycle, broad demand gains and a faster path to higher margins. Management said stronger bookings, rising customer counts and added capacity are helping the company capture more industrial, AI, automotive and aerospace business.

The company reported earnings of 19 cents per share, which beat the Zacks Consensus Estimate of 15 cents. GAAP revenues of $888.6 million missed the $893.4 million consensus mark, while adjusted revenues totaled $918.6 million after excluding tariff refunds passed through to customers.

VSH Sees Broad-Based Demand StrengthPresident and chief executive officer Joel Smejkal said adjusted revenues rose 9.5% sequentially and 20.5% year over year, with growth across technologies, end markets, channels and regions.

Book-to-bill reached 1.32, including 1.23 for semiconductors and 1.40 for passive components. Backlog increased 18% to $1.9 billion, equal to 6.1 months of sales.

CEO Smejkal said industrial demand led the increase, supported by smart-grid projects, AI power infrastructure, high-voltage direct-current systems and factory automation. He also cited stronger automotive, aerospace and defense, healthcare, computing and telecommunications demand.

Vishay Pulls Its Margin Goal ForwardExecutive vice president and chief financial officer David McConnell guided third-quarter revenues to $945 million to $975 million. At the midpoint, that represents 4.5% sequential growth and 21.4% year-over-year growth, including European seasonality.

Gross margin is expected at 24%, plus or minus 50 basis points. CFO McConnell said that level would arrive one quarter earlier than the prior goal of exiting 2026 at a 24% margin.

CEO Smejkal attributed the progress to volume, pricing, channel management, cost savings and product mix. Management continues to target a 30% gross margin under Vishay 3.0.

VSH Accelerates Capacity ExpansionCEO Smejkal said proceeds from the equity offering allow Vishay to invest in semiconductor and passive-component capacity in parallel. The company expects 2026 capital expenditures of $400 million to $440 million.

Equipment for the new 12-inch wafer fab in Germany has been assembled, with installation planned for the third quarter. Engineering wafers are expected near year-end, followed by nonautomotive production in mid-2027.

A BofA Securities analyst requested detailed wafer-capacity targets. CEO Smejkal declined to provide them but said Korean and Chinese foundries should add AI-related capacity in the third quarter, while automotive approvals should lift utilization at the Newport fab.

Vishay Defends the Quality of OrdersA Needham analyst asked whether longer lead times and rising prices were producing double ordering. CEO Smejkal characterized ordering as rational and said Vishay remains early in the upcycle.

Point-of-sale activity through distribution increased 4.7% sequentially and 20.5% year over year. Distributor inventory fell to 18 weeks from 20 weeks, as consumption continued to outpace replenishment.

A Raymond James analyst asked about orders being pulled forward before price increases. CEO Smejkal said Vishay quickly updates backlog pricing, limiting access to old prices, while crowded production lines also constrain inventory building.

VSH Prioritizes Growth InvestmentCFO McConnell said Vishay raised $830 million net through its stock offering and ended the quarter with $1.3 billion in cash and short-term investments. The company repaid its revolver balance in July.

Management plans to use the liquidity for capacity, research and development, and a renewed value-accretive acquisition process. Vishay also continues to expand polymer capacitor output and reduce reliance on outside semiconductor assembly providers.

A BofA Securities analyst asked about 2027 spending and buybacks. CFO McConnell gave no 2027 capital-expenditure target but said capital intensity should decline from recent 10% to 11% levels. Vishay still expects negative free cash flow in 2026 because of expansion spending.

Vishay Keeps Execution at the CenterManagement’s tone remained confident on demand while focused on execution. Vishay 3.0 centers on serving more customers, directing capacity toward higher-margin business and expanding the portfolio available through distributors.

Near-term priorities are converting backlog into shipments, adding capacity without sacrificing lead times and sustaining margin improvement as pricing and cost pressures move through results.

VSH’s Zacks Rank and Style ScoresVSH carries a Zacks Rank #3 (Hold). Its Growth Score is A, VGM Score is B, Value Score is C and Momentum Score is D, creating a favorable growth profile but a weaker momentum signal. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Style Scores complement the Zacks Rank, with A and B grades carrying the greatest weight alongside Zacks Rank #1 or #2 stocks. The current Zacks Rank #3 supports a neutral near-term view, and the Rank can change as earnings estimates are revised after the reported results.

Fox Corporation (FOX - Free Report) came out with quarterly earnings of $1.79 per share, beating the Zacks Consensus Estimate of $1.34 per share. This compares to earnings of $1.27 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +33.58%. A quarter ago, it was expected that this company would post earnings of $1.02 per share when it actually produced earnings of $1.32, delivering a surprise of +29.41%.

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

Fox, which belongs to the Zacks Broadcast Radio and Television industry, posted revenues of $4.21 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 17.01%. This compares to year-ago revenues of $3.29 billion. 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.

Fox shares have lost about 19.6% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for Fox?While Fox 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 Fox was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.61 on $4.07 billion in revenues for the coming quarter and $5.69 on $17.2 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, Broadcast Radio and Television 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, Newsmax (NMAX - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 13.

This media outlet known for its conservative following and views is expected to post quarterly loss of $0.02 per share in its upcoming report, which represents a year-over-year change of +96.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Newsmax's revenues are expected to be $52.5 million, up 13.1% from the year-ago quarter.

Key Takeaways Corpay's adjusted EPS rose 36% y/y to $7, while revenues climbed 21% to $1.33 billion.Corporate Payments revenues jumped 42% as reported spend volume surged 70% to $94.64 billion.Corpay raised 2026 adjusted EPS guidance to $27.15-$27.55 and expects 10% organic growth. Corpay, Inc. (CPAY - Free Report) reported impressive second-quarter 2026 results, with earnings and revenues beating the Zacks Consensus Estimate.

CPAY reported adjusted earnings per share of $7, rising 36% year over year and surpassing the Zacks Consensus Estimate of $6.60 by 6.1%. Revenues increased 21% to $1.33 billion, beating the consensus mark by 2.6%.

CPAY’s Corporate Payments Momentum ContinuesCorporate Payments revenues jumped 42% year over year to $548.7 million and accounted for 41% of consolidated revenues. On a pro-forma and macro-adjusted basis, segment revenues advanced 16% to $538.1 million.

Spend volume surged 70% on a reported basis to $94.64 billion. Pro-forma and macro-adjusted spend increased 43%, reflecting strong customer activity across cross-border and payables. Revenues per spend dollar declined to 0.58% from 0.70%, partly reflecting the addition of larger enterprise clients carrying lower yields.

Corpay’s Vehicle Business Posts Solid GrowthVehicle Payments revenues increased 13% year over year to $580.2 million, making it Corpay’s largest segment. Pro-forma and macro-adjusted revenues rose 8% to $523.5 million, supported by continued strength in Brazil and Europe.

Reported transactions declined 29% to 147.6 million because the prior-year period included activity from the PayByPhone business, which Corpay sold in March 2026. On an adjusted basis, transactions increased 8%, while revenues per transaction were unchanged at $3.56.

CPAY Sees Gradual Improvement in LodgingLodging Payments revenues rose 3% year over year to $123.2 million. Organic growth was 2%, improving sequentially as the company moved past difficult comparisons created by episodic events in the prior year.

Room nights declined 13% to 7.5 million. However, revenues per room night increased 18% to $16.34, helping the segment deliver revenue growth despite lower volume. Management expects Lodging organic growth to accelerate to the mid-single-digit range during the second half.

Corpay Expands Margins Despite Higher CostsAdjusted EBITDA increased 24% year over year to $767.2 million. The adjusted EBITDA margin expanded 100 basis points to 57.3%, benefiting from operating leverage and favorable macroeconomic conditions.

Operating costs rose 9% after excluding foreign exchange movements, acquisitions, stock-based compensation, amortization and a settlement charge. The increase primarily reflected sales investments and modestly higher credit losses. Corpay also recorded a $100-million charge related to a preliminary settlement with the Federal Trade Commission’s Bureau of Consumer Protection.

CPAY Strengthens Its Financial PositionCorpay generated $1.41 billion in net cash from operating activities during the first six months of 2026, up from $1.07 billion in the prior-year period. The company ended June with $3.16 billion in cash and cash equivalents, and $7.00 billion in restricted cash.

The leverage ratio stood at 2.55X, while available capacity under the revolving credit facility was $1.6 billion. CPAY repurchased about 1 million shares for $321 million during the quarter and had $1.4 billion remaining under its authorization.

Corpay also refinanced its revolving credit facility and Term Loan A. The transaction increased the revolver by about $1 billion to $3.7 billion and included a $1-billion repayment of Term Loan B, extending maturities and improving financial flexibility.

Corpay’s Q3 & FY26 GuidanceFor the third quarter, revenues are projected at $1.36 billion at the midpoint, suggesting 16% year-over-year growth, higher than the Zacks Consensus Estimate of $1.31 billion.

Adjusted earnings are expected to be $7.15 at the midpoint, hinting at 26% year-over-year growth. It sits higher than the Zacks Consensus Estimate of 6.59.

For 2026, Corpay updated its revenue guidance to $5.29-$5.33 billion from the year-ago quarter’s $5.25-$5.33 billion. The consensus estimate meets the midpoint ($5.31 billion) of the guided range. The outlook incorporates the second-quarter outperformance, improved business momentum and favorable macro conditions, partly offset by the planned sale of the Epyx maintenance business.

The adjusted earnings guidance is raised to $27.15-$27.55 per share from the year-ago quarter’s view of $26.3-$27.1. The Zacks Consensus Estimate for earnings is pinned at $26.85. The company continues to expect 10% organic revenue growth for the year.

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

Earnings SnapshotInsperity, Inc. (NSP - Free Report) reported impressive second-quarter 2026 results.

NSP reported adjusted earnings of 34 cents per share in the second quarter of 2026, up 31% year over year and surpassing the Zacks Consensus Estimate of 33 cents by 3.0%. Revenues increased 2% to $1.69 billion, beating the consensus mark of $1.67 billion by 0.5%.

S&P Global Inc. (SPGI - Free Report) registered impressive second-quarter 2026 results.

SPGI reported adjusted earnings of $4.83 per share, rising 23% year over year and beating the Zacks Consensus Estimate of $4.49 by 7.6%. Pro-forma revenues of $3.68 billion increased 11% and surpassed the consensus estimate of $3.64 billion by 0.8%.

Posted by Defense World Staff on Aug 6th, 2026

Arrowstreet Capital Limited Partnership purchased a new position in Azenta, Inc. (NASDAQ:AZTA – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 71,410 shares of the company’s stock, valued at approximately $1,509,000. Arrowstreet Capital Limited Partnership owned approximately 0.15% of Azenta as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also modified their holdings of the company. Caitong International Asset Management Co. Ltd raised its holdings in shares of Azenta by 2,067.6% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 802 shares of the company’s stock worth $27,000 after buying an additional 765 shares during the last quarter. Assetmark Inc. grew its holdings in shares of Azenta by 54.1% during the fourth quarter. Assetmark Inc. now owns 832 shares of the company’s stock valued at $28,000 after buying an additional 292 shares during the last quarter. State of Wyoming acquired a new position in shares of Azenta in the 1st quarter valued at $38,000. Osaic Holdings Inc. raised its stake in Azenta by 44.9% in the 2nd quarter. Osaic Holdings Inc. now owns 1,242 shares of the company’s stock worth $39,000 after acquiring an additional 385 shares during the last quarter. Finally, Rockefeller Capital Management L.P. lifted its position in Azenta by 98.0% during the 4th quarter. Rockefeller Capital Management L.P. now owns 1,392 shares of the company’s stock worth $46,000 after acquiring an additional 689 shares during the period. Hedge funds and other institutional investors own 99.08% of the company’s stock.

Azenta Stock Performance AZTA opened at $31.76 on Thursday. Azenta, Inc. has a fifty-two week low of $15.93 and a fifty-two week high of $41.73. The company has a fifty day moving average of $25.28 and a two-hundred day moving average of $25.55. The stock has a market capitalization of $1.46 billion, a price-to-earnings ratio of -11.51 and a beta of 1.37.

Azenta (NASDAQ:AZTA – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The company reported $0.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.11 by $0.05. The company had revenue of $161.18 million for the quarter, compared to the consensus estimate of $149.31 million. Azenta had a positive return on equity of 1.15% and a negative net margin of 20.63%.

Analysts Set New Price Targets Several brokerages have recently issued reports on AZTA. Weiss Ratings upgraded Azenta from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Wednesday, July 15th. Needham & Company LLC upped their target price on Azenta from $33.00 to $37.00 and gave the company a “buy” rating in a research report on Wednesday. Four equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Azenta presently has an average rating of “Hold” and a consensus price target of $41.20.

Get Our Latest Report on Azenta

Azenta News Roundup Here are the key news stories impacting Azenta this week:

Positive Sentiment: Strong quarterly beat: Azenta reported adjusted EPS of $0.16, topping the $0.11 analyst consensus, while revenue reached $161.18 million versus expectations of $149.31 million. The results signal better-than-expected operating performance and demand. Azenta Reports Third Quarter Results for Fiscal 2026 Positive Sentiment: Raised revenue outlook: Azenta projected fiscal 2026 revenue of $613 million to $618 million, above the $597.3 million consensus estimate. The guidance suggests management expects growth to continue and supports the stronger earnings reaction. Positive Sentiment: Needham became more bullish: Needham & Company raised its price target from $33 to $37 and assigned a “Buy” rating, implying roughly 16.5% potential upside based on the reference price. Benzinga analyst rating report Positive Sentiment: Insider buying: Senior Vice President Ephraim Starr purchased 335 AZTA shares for approximately $8,097, modestly increasing his direct ownership. While small relative to the company’s market value, the purchase may reinforce confidence among investors. SEC insider transaction filing Neutral Sentiment: Valuation remains mixed: One analysis described Azenta as undervalued relative to sales but fairly valued based on cash flow, suggesting that the earnings beat and growth outlook are attractive but some of the optimism may already be reflected in the stock. Neutral Sentiment: Brokerage consensus: The average analyst target was reported at $40.40, providing additional potential upside, although target prices are estimates rather than guarantees. Azenta continues to report a negative net margin, which remains a financial risk despite the quarterly beat. Azenta Profile (Free Report)

Azenta, Inc (NASDAQ: AZTA) is a life sciences technology company specializing in sample management, cryogenic storage and genomic services for research and clinical applications. Formerly the Life Sciences division of Brooks Automation, Azenta provides integrated solutions that enable customers to store, track and analyze biological samples with high levels of automation, data integrity and efficiency. Its offerings span automated storage systems, biorepository management software and end‐to‐end sample tracking workflows.

In addition to hardware and informatics platforms for sample storage, Azenta’s Genomics business delivers next‐generation sequencing (NGS), DNA synthesis, and molecular biology services.

Read More Five stocks we like better than Azenta SpaceX: Love the Company, But the Stock Is a Harder Call Ulta’s Growth Is Real, But So Are the Risks BWX Technologies Is Turning the AI Power Problem Into a Nuclear Growth Story Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth Want to see what other hedge funds are holding AZTA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Azenta, Inc. (NASDAQ:AZTA – Free Report).

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M/A-Com (MTSI - Free Report) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.34 per share. This compares to earnings of $0.9 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +4.48%. A quarter ago, it was expected that this chipmaker would post earnings of $1.07 per share when it actually produced earnings of $1.09, delivering a surprise of +1.87%.

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

M/A-Com, which belongs to the Zacks Semiconductor - Analog and Mixed industry, posted revenues of $342.24 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.13%. This compares to year-ago revenues of $252.08 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.

M/A-Com shares have added about 53.8% since the beginning of the year versus the S&P 500's gain of 12.8%.

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.46 on $356.82 million in revenues for the coming quarter and $4.93 on $1.25 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, Semiconductor - Analog and Mixed is currently in the top 10% 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, Analog Devices (ADI - Free Report) , has yet to report results for the quarter ended July 2026. The results are expected to be released on August 19.

This semiconductor maker is expected to post quarterly earnings of $3.33 per share in its upcoming report, which represents a year-over-year change of +62.4%. The consensus EPS estimate for the quarter has been revised 1.8% higher over the last 30 days to the current level.

Analog Devices' revenues are expected to be $3.92 billion, up 36.3% from the year-ago quarter.

Sotera Health Company (SHC - Free Report) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.2 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +8.33%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.18, delivering a surprise of +5.88%.

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

Sotera Health, which belongs to the Zacks Medical Services industry, posted revenues of $321.38 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.29%. This compares to year-ago revenues of $294.34 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.

Sotera Health shares have added about 1.9% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for Sotera Health?While Sotera Health 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 Sotera Health 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 $318.9 million in revenues for the coming quarter and $0.97 on $1.24 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 Services is currently in the top 42% 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, Aclarion, Inc. (ACON - Free Report) , is yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $1.05 per share in its upcoming report, which represents a year-over-year change of +61.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Aclarion, Inc.'s revenues are expected to be $0.03 million, up 50% from the year-ago quarter.

Key Takeaways Lattice Semiconductor posted record Q2 revenue and completed the AMI acquisition, expanding its AI platform.LSCC expects AMI to broaden its market, support higher-margin software and create cross-selling opportunities.LSCC guided for Q3 revenue of $245M-$265M, including about two months of AMI contribution. Lattice Semiconductor (LSCC - Free Report) delivered record second-quarter revenues while completing its acquisition of AMI, creating what management describes as the industry's most complete secure management and control platform for AI infrastructure. The combination comes as AI server deployments continue to accelerate and customers increasingly require hardware, firmware and infrastructure management solutions that work together.

The acquisition gives investors more than another source of revenue. It expands Lattice's addressable market, diversifies the business toward higher-margin software and creates new cross-selling opportunities across hyperscalers, OEMs and cloud infrastructure providers. The question now is whether management can successfully execute on that vision.

Image Source: Zacks Investment Research

Why AMI Expands Lattice Beyond FPGAsFor years, Lattice has built its reputation around low-power FPGAs used for system control, connectivity and security. AMI extends that strategy by adding industry-leading firmware, platform management and infrastructure software that supports modern data centers.

Importantly, AMI will continue operating under its long-established silicon-neutral model. Its firmware and infrastructure management software supports multiple processor architectures rather than being tied exclusively to Lattice hardware. Maintaining that neutrality allows AMI to preserve relationships with hyperscalers, OEMs and original design manufacturers while giving Lattice additional opportunities to expand its hardware footprint over time. Management believes the transaction doubles the company's addressable market while broadening customer relationships across cloud and AI infrastructure.

AI Infrastructure Is Becoming More Than Just AI ChipsMuch of today's AI investment is centered on compute accelerators from companies such as Advanced Micro Devices (AMD - Free Report) . However, those systems also require secure boot capabilities, platform management, firmware, remote monitoring and low-power control devices to operate efficiently at scale.

That creates an opportunity for Lattice. During the earnings call, management said AI server growth, increasing FPGA attach rates, rising AI content per server, stronger security requirements and increasingly disaggregated server architectures are all expanding demand for its products. The company also highlighted growing applications involving power management, cooling systems and infrastructure connectivity inside AI data centers.

Lattice's strategy also complements infrastructure suppliers such as Marvell Technology (MRVL - Free Report) . While Marvell benefits from AI networking and custom silicon, Lattice addresses the management and control layer of next-generation data centers. Combining AMI's firmware expertise with Lattice's FPGA portfolio positions the company to participate across a broader portion of AI infrastructure spending rather than relying solely on programmable logic.

Can Management Deliver on the Financial Opportunity?Management believes the acquisition should improve both growth and profitability.

AMI is expected to operate at an annual revenue run rate exceeding $200 million by the end of 2026 while generating gross margins above 75% and EBITDA margins above 40%. Lattice also expects the acquisition to become accretive to gross margin, EBITDA, free cash flow and earnings per share, with meaningful EPS accretion beginning in the fourth quarter after temporary integration-related impacts subside.
 

Image Source: Zacks Investment Research

Execution Remains the Key VariableManagement must successfully integrate AMI while preserving its silicon-neutral business model, retaining customers and realizing anticipated cross-selling opportunities. Investors will also monitor how quickly Lattice exits AMI's noncore hardware pass-through business, which temporarily weighs on margins during the integration period. Supply-chain constraints across semiconductor assembly operations and broader geopolitical uncertainty also remain risks despite the company's healthy backlog and strong demand environment.

What Investors Should Watch NextThe third quarter will provide the first meaningful look at the combined company.

Management guided for total third-quarter revenues of $245 million to $265 million, including approximately two months of AMI contribution, with non-GAAP earnings expected between $0.54 and $0.58 per share. Investors will closely monitor whether AI-related demand continues supporting higher FPGA attach rates, backlog expansion and accelerating bookings. Evidence that industrial markets continue recovering and that AMI integration remains on schedule would further strengthen confidence in management's long-term growth strategy.

How the Zacks Rank Supports This Event-Driven ViewLSCC currently carries a Zacks Rank #2 (Buy), reflecting favorable earnings estimate revisions following the company's accelerating growth outlook. The Growth Score of A supports the expanding AI infrastructure opportunity and the larger addressable market created by the AMI acquisition, while the Momentum Score of B aligns with improving operating performance and positive investor sentiment.

The Value Score of F, however, reminds investors that much of this optimism is reflected in the stock's premium valuation. The VGM Score of C reinforces a balanced view, suggesting that strong growth and momentum characteristics are partially offset by valuation concerns. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

For long-term investors, the AMI acquisition represents a strategic expansion that reaches beyond incremental revenue. If management successfully integrates the business while capitalizing on growing AI infrastructure demand, Lattice could emerge as a broader platform provider serving multiple layers of next-generation data center architecture. The premium valuation, however, leaves little room for execution missteps, making integration progress one of the most important developments to watch over the coming quarters.

Key Takeaways ACM Research's second-quarter revenue estimate implies 24.5% growth, while EPS is expected to decline.ACMR is benefiting from strong ECP, advanced packaging and cleaning equipment demand.Higher R&D spending and product mix could pressure ACMR's operating and gross margins. ACM Research (ACMR - Free Report) is scheduled to report second-quarter 2026 results on Aug. 7, before market open.

The Zacks Consensus Estimate for ACM Research’s second-quarter 2026 earnings is pegged at 30 cents per share, implying a year-over-year decline of 44.4%.

ACM Research’s earnings surpassed the Zacks Consensus Estimate in two of the trailing four quarters, while missing twice, the average surprise being 20.44%.

The Zacks Consensus Estimate for ACM Research’s second-quarter 2026 revenues is pegged at $268.2 million, suggesting year-over-year growth of 24.5%.

Key Factors to Note for ACM Research's Q2 EarningsACM Research's second-quarter performance is expected to have benefited from strong demand for its electrochemical plating (ECP) products. Demand for these tools is being driven by investments in high-bandwidth memory, advanced packaging and 2.5D chip packaging. In the first quarter of 2026, revenues from ECP, furnace and other technologies increased 205% year over year to $84.2 million. Continued demand for copper plating tools is likely to have supported second-quarter growth.

Strong demand for advanced packaging equipment is also likely to have aided second-quarter results. First-quarter revenues from advanced packaging, excluding ECP, increased 62% year over year. ACM Research is seeing demand for coaters, developers, wet etchers, strippers and cleaning tools used in advanced packaging. The company is gaining traction with its panel-level horizontal plating platform and expects customer evaluations to support future production orders.

The cleaning business is expected to have improved in the second quarter. In the first quarter of 2026, cleaning tool shipments increased 32% year over year. Management said that several technical issues related to new cleaning applications have largely been resolved. The company is also ramping its single-wafer SPM cleaning tool and expects to deliver 15-20 units in 2026. ACM Research's new products are expected to have supported its prospects in the second quarter. The company expects higher contributions in 2026 from its Tahoe, single-wafer SPM and vertical furnace products. These factors are likely to have boded well for ACMR’s prospects in the second quarter of 2026.

However, higher operating expenses are likely to have limited earnings growth. ACM Research expects R&D expenses to account for 16-18% of revenues in 2026 compared with 15% in the first quarter, as the company continues to invest in new products. In the first quarter of 2026, operating expenses increased 38.5%, reflecting continued investments in R&D, sales and global expansion. As a result, operating margin declined to 18.1% from 20.7% in the year-ago quarter.

Further, in the first quarter of 2026, gross margin declined year over year to 46.5% from 48.2%. Management specifically noted that product mix can cause quarterly fluctuations, meaning rapid growth in newer product categories may not translate directly into stable margin expansion. These factors could have hurt the company’s prospects in the second quarter of 2026.

What Our Model Says About ACMROur proven model does not conclusively predict an earnings beat for ACMR this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that’s not the case here.

ACMR has an Earnings ESP of 0.00% and carries a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks With Favorable CombinationHere are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.

Lumentum (LITE - Free Report) has an Earnings ESP of +0.46% and carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Lumentum is set to report fourth-quarter fiscal 2026 results on Aug. 11. The Zacks Consensus Estimate for Lumentum’s fourth-quarter fiscal 2026 earnings is pegged at $2.99 per share, up by 3 cents over the past 30 days, indicating a rise of 239.8% from the year-ago quarter’s reported figure.

Analog Devices (ADI - Free Report) has an Earnings ESP of +21.21% and a Zacks Rank #2 at present.

Analog Devices is slated to report third-quarter fiscal 2026 results on Aug. 19. The Zacks Consensus Estimate for Analog Devices’ third-quarter fiscal 2026 earnings is pegged at $3.33 per share, up by 4 cents over the past 30 days, indicating a rise of 62.4% from the year-ago quarter’s reported figure.

Applied Materials (AMAT - Free Report) has an Earnings ESP of +1.52% and carries a Zacks Rank #2 at present.

Applied Materials is set to report third-quarter fiscal 2026 results on Aug. 13. The Zacks Consensus Estimate for Applied Materials’ third-quarter earnings is pegged at $3.36 per share, up by a penny over the past 30 days, indicating a rise of 35.5% from the year-ago quarter’s reported figure.

For the quarter ended June 2026, Bentley Systems, Incorporated (BSY - Free Report) reported revenue of $410.73 million, up 12.8% over the same period last year. EPS came in at $0.35, compared to $0.32 in the year-ago quarter.

The reported revenue represents a surprise of -0.5% over the Zacks Consensus Estimate of $412.8 million. With the consensus EPS estimate being $0.32, the EPS surprise was +9.38%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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

Total Revenue - YoY growth: 12.8% versus 13.4% estimated by five analysts on average.Annualized Recurring Revenues (ARR): $1.54 billion versus the three-analyst average estimate of $1.55 billion.Revenue - Subscriptions - YoY growth: 14.1% compared to the 13.9% average estimate based on three analysts.Revenues- Subscriptions and licenses: $388.34 million compared to the $389.65 million average estimate based on four analysts. The reported number represents a change of +13% year over year.Revenues- Services: $22.39 million versus $24.08 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9.4% change.Revenues- Subscriptions: $378.64 million versus the three-analyst average estimate of $379.07 million. The reported number represents a year-over-year change of +13.6%.Revenues- Perpetual licenses: $9.71 million versus $10.63 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -4.8% change.View all Key Company Metrics for Bentley Systems here>>>

Shares of Bentley Systems have returned +13.9% 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.

Nexstar CEO Perry Sook says a settlement of an antitrust lawsuit against its merger with Tegna is possible, but he notes the company faces less pressure than companies like Paramount facing legal opposition.

“If we can settle the litigation prior to going to trial next year, that has a benefit to us,” he acknowledged on the company’s quarterly earnings call Thursday. “But we’re not necessarily under the same pressures that other people are in terms of drop-dead dates or ticking fees or whatever, because we’ve already closed on the acquisition.”

Sook appeared to be alluding to the Paramount-Warner Bros. Discovery merger, but he didn’t cite it by name. That far bigger transaction has also been waylaid, at least temporarily, by an antitrust suit. The legal quagmire could result in billions in self-imposed ticking fees being paid to WBD shareholders by Paramount, which also faces several ominous deadlines in the coming months for regulatory compliance and the deal’s completion.

Shortly before Nexstar closed its $6.2 billion Tegna acquisition last March, DirecTV and the attorneys general of several states filed a lawsuit seeking to block the merger. The suit says the combined station giant would have reach to 80% of U.S. households, well above the longtime 39% limit on the scale of stations controlled by a single owner.

A federal judge granted a preliminary injunction in the case, freezing the merger and imposing a “hold-separate” order. Nexstar has appealed the decision to the Ninth Circuit.

Sook saluted the FCC‘s decision Thursday morning to eliminate the cap on local TV station ownership, but said it will not have “a ton of effect” on the company’s defense against the lawsuit.

The disappearance of the ownership cap “will remove a certain level of uncertainty in future M&A,” Sook said of the FCC’s move. While the repeal will likely face a legal challenge, the exec added, “We believe that they are on very firm legal footing to make this declaration, and we support and applaud [FCC Chairman Brendan Carr] for his leadership in this issue, to allow broadcasting to compete on the same playing field in the domestic U.S. with every other purveyor of advertising, and every other purveyor of video that we compete with that has access to 100% of U.S. households.”

Despite the boost from the cap going away, Sook said the decision would have only “marginal benefit” to Nexstar’s defense in the Tegna suit. “It makes the unknown known from a regulatory perspective, but I don’t know that it will have a ton of effect as we go through our process. It’s more about antitrust than the national ownership cap.”

Prior to the call, Nexstar reported $2 billion in second-quarter revenue, slightly ahead of Wall Street’s expectations, with diluted earnings per share of $3.61. Despite the “hold-separate” order, Nexstar added Tegna’s results to its financial statements, with the April-to-June period the first full quarter reflecting the combined company. Sook noted that doing so will enable Nexstar to pay down debt using cash flow from Tegna stations even though it can’t legally combine the two station groups.

Sook said the new FCC rules on station ownership will involve case-by-case determinations of deal impact on station reach and market consolidation. While that system overall is seen as more favorable to stations, Sook said it could be a bumpy adjustment, at least initially.

“This new second layer of approval is something that I think all industry is going to have to grapple with,” he said.

While he didn’t specifically name the Paramount-Warner Bros. Discovery case brought by 12 state attorneys general, Sook appeared to point to that parallel antitrust action. Elected officials, he said, are “talking about investing and growing their antitrust legal team at the state level.”

The exec said his “fundamental question would be” whether such a push is “the best use of the taxpayers’ dollars and resources, given that you have a federal overlay that is charged specifically with looking at antitrust and public interest and those kinds of things. Seems the duplication of efforts to me.”

Numerous times on the call, as well as in its earnings release, Nexstar reaffirmed its confidence in ultimately prevailing in the matter.

Ralph Lauren (RL - Free Report) came out with quarterly earnings of $4.59 per share, beating the Zacks Consensus Estimate of $4.3 per share. This compares to earnings of $3.77 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +6.74%. A quarter ago, it was expected that this upscale clothing company would post earnings of $2.52 per share when it actually produced earnings of $2.8, delivering a surprise of +11.11%.

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

Ralph Lauren, which belongs to the Zacks Textile - Apparel industry, posted revenues of $1.96 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.42%. This compares to year-ago revenues of $1.72 billion. 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.

Ralph Lauren shares have added about 7.7% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for Ralph Lauren?While Ralph Lauren 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 Ralph Lauren 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 $4.05 on $2.12 billion in revenues for the coming quarter and $18.40 on $8.66 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, Textile - Apparel is currently in the bottom 23% 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.

Kontoor Brands (KTB - 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 12.

This maker of Wrangler and Lee apparel is expected to post quarterly earnings of $1.05 per share in its upcoming report, which represents a year-over-year change of -13.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Kontoor Brands' revenues are expected to be $588.97 million, down 10.5% from the year-ago quarter.

BOSTON, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Block & Leviton is investigating HubSpot (NYSE: HUBS) for potential securities law violations. Investors who have lost money in their HubSpot investment should contact the firm to learn more about how they might recover those losses. For more details, visit https://blockleviton.com/cases/hubs.

What is this all about?

Block & Leviton is investigating whether HubSpot, Inc. and certain of its executives violated federal securities laws. On May 7, 2026, when discussing its first-quarter results, HubSpot's management attributed a slow start in April largely to the company's own product, pricing, and go-to-market changes, and guided investors to expect roughly 9,000 to 10,000 net customer additions per quarter and net revenue retention to expand by 1 to 2 points. On August 5, 2026, HubSpot reported second-quarter results that beat revenue and earnings expectations but cut forward guidance and sharply reset those key metrics — lowering the net-adds outlook to 5,000 to 6,000 and net revenue retention to "roughly flat" — while management pointed to increased budget sensitivity, longer sales cycles, and softening customer demand. The investigation concerns whether the company's earlier statements adequately disclosed the demand weakness that was already emerging. HubSpot shares fell approximately 25% following the August announcement.

Who is eligible?

Anyone who purchased HubSpot common stock and has seen their shares fall may be eligible, whether or not they have sold their investment. Investors should contact Block & Leviton to learn more.

What is Block & Leviton doing?

Block & Leviton is investigating whether the Company committed securities law violations and may file an action to attempt to recover losses on behalf of investors who have lost money.

What should you do next?

If you've lost money on your investment, you should contact Block & Leviton to learn more via our case website, by email at [email protected], or by phone at (888) 256-2510.

Whistleblower?

If you have non-public information about HubSpot, you should consider assisting in our investigation or working with our attorneys to file a report with the Securities Exchange Commission under their whistleblower program. Whistleblowers who provide original information to the SEC may receive rewards of up to 30% of any successful recovery. For more information, contact Block & Leviton at [email protected] or by phone at (888) 256-2510.

Why should you contact Block & Leviton?

Block & Leviton is widely regarded as one of the leading securities class action firms in the country. Our attorneys have recovered billions of dollars for defrauded investors and are dedicated to obtaining significant recoveries on behalf of our clients through active litigation in the federal courts across the country. Many of the nation's top institutional investors hire us to represent their interests. You can learn more about us at our website, www.blockleviton.com, call (888) 256-2510 or email [email protected] with any questions.

This notice may constitute attorney advertising.

CONTACT:
BLOCK & LEVITON LLP
260 Franklin St., Suite 1860
Boston, MA 02110
Phone: (888) 256-2510
Email: [email protected]

Iovance Biotherapeutics (IOVA - Free Report) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.17. This compares to a loss of $0.33 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +35.29%. A quarter ago, it was expected that this biotechnology company would post a loss of $0.19 per share when it actually produced a loss of $0.19, delivering no surprise.

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

Iovance Biotherapeutics, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $99.31 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 13.73%. This compares to year-ago revenues of $59.95 million. The company has topped consensus revenue estimates two times over the last four quarters.

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

Iovance Biotherapeutics shares have added about 59% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for Iovance Biotherapeutics?While Iovance Biotherapeutics 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 Iovance Biotherapeutics was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.15 on $93.41 million in revenues for the coming quarter and -$0.60 on $359.12 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 - Biomedical and Genetics 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.

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

This company is expected to post quarterly loss of $0.19 per share in its upcoming report, which represents a year-over-year change of +62%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

ADC Therapeutics SA's revenues are expected to be $20.15 million, up 7% from the year-ago quarter.

Nebius Group (NBIS -4.50%) stock has surged about 298% over the past year. The rally was supported by rapid revenue growth, major agreements with technology giants such as Meta Platforms and Microsoft, and a $2 billion investment from Nvidia.

The share price gain appears impressive, considering that the stock has already fallen about 26% from its record closing price in June. However, the pullback also suggests that investors are no longer rewarding the company for announcements alone.

Nebius must demonstrate that its contracts, data centers, and heavy spending can generate sufficient revenue to support its valuation. 

Image source: Getty Images.

Strong demand still requires execution Nebius provides cloud computing infrastructure and software that companies use to train and run artificial intelligence (AI) models. In the first quarter, the company's revenue surged 684% year over year to $399 million, while its core AI-cloud revenue jumped 841% to $390 million. Management expects revenue in the range of $3 billion to $3.4 billion in 2026.

The long-term agreements with Meta Platforms and Microsoft give Nebius strong visibility into future demand. However, the company must still build and equip the required data centers on schedule before it can recognize revenue from those contracts.

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What history tells us Nebius shares jumped nearly 15% on March 16 after the company announced its new long-term AI infrastructure agreement with Meta Platforms. However, the next day, Nebius announced plans to raise $3.75 billion through convertible notes. The final principal amount later reached around $4.34 billion. By March 31, the stock had fallen around 20% from its March 16 closing price.

The company's share price later reached a record closing price of $286.69 on June 18 and closed at $212.58 on Aug. 3. This does not prove that Nebius' stock has peaked. It shows that large contracts can quickly lift investor expectations. But the financing and construction required to fulfill those contracts can put downward pressure on the shares.

The valuation leaves little room for delays Nebius shares are currently trading at nearly 17 times the midpoint of management's 2026 revenue guidance of $3.2 billion. Hence, the company is already trading at a premium valuation.

To reach the $3.2 billion midpoint of its full-year guidance, Nebius must generate about $2.8 billion over the remaining three quarters, which implies an average of roughly $934 million in revenue per quarter, more than double its first-quarter revenue. An evenly paced growth path would require revenue to rise about 49% sequentially each quarter, reaching approximately $1.3 billion in the fourth quarter.

While this target is possible, it is also demanding. Nebius' AI cloud revenue already grew 82% sequentially in the first quarter. Management also expects a significant increase in capacity during the third quarter. However, delays in bringing that capacity online could postpone revenue recognition.

Nebius remains a watch list stock for now. However, the company's upcoming earnings results need to show that revenue and data center capacity are rising fast enough to support the valuation. Investors should also watch whether the AI infrastructure expansion requires significantly more borrowing or new share issuance, which could dilute existing shareholders.

For the quarter ended June 2026, BlackSky Technology Inc. (BKSY - Free Report) reported revenue of $33.32 million, up 50.1% over the same period last year. EPS came in at -$0.32, compared to -$0.52 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $29.76 million, representing a surprise of +11.94%. The company delivered an EPS surprise of +15.79%, with the consensus EPS estimate being -$0.38.

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 BlackSky Technology performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue- Space-based intelligence & AI services: $24.51 million compared to the $20.43 million average estimate based on three analysts.Revenue- Mission solutions: $5.11 million versus $5.4 million estimated by three analysts on average.Revenue- Advanced technology programs: $3.7 million compared to the $3.64 million average estimate based on three analysts.View all Key Company Metrics for BlackSky Technology here>>>

Shares of BlackSky Technology have returned -2.7% 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.