Saudi Arabian oil company Aramco's logo during the CERAWeek energy conference 2026 in Houston, Texas, U.S., March 24, 2026. REUTERS/Danielle Villasana Purchase Licensing Rights, opens new tab
CompaniesLONDON, July 23 (Reuters) - Saudi Aramco has offered additional crude cargoes for loading from Egypt's Mediterranean port of Sidi Kerir, according to five trading sources, signalling a potential shift in export routes as Houthi threats to shipping raise risks for oil movements through the Red Sea and the Bab el-Mandeb strait.
The cargoes are being offered on a spot basis, two of the sources said, supplementing supplies to Aramco's term buyers. While Aramco already supplies some customers in Europe and North America from Sidi Kerir, the additional volumes suggest the Saudi producer is seeking greater flexibility in reaching its markets as security risks persist along the Red Sea route.
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Aramco declined to comment.
Reporting by Ahmad Ghaddar and Robert Harvey, Editing by Louise Heavens
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Philip Morris International delivered record Q2 2026 net revenues of $11.19 billion, with 15.2% adjusted EPS growth and expanding margins. Smoke-free products now comprise 42% of PM's revenues, with IQOS and ZYN driving global share gains and margin expansion. I remain bullish on PM, citing robust earnings growth, a 3% dividend yield, and clear capital allocation optionality post-deleveraging.
This is a fair market value price provided by Massive. Learn more.
52-Week Range$142.11▼
$199.78Dividend Yield3.05%
P/E Ratio26.99
Price Target$201.44
The economy isn’t the stock market, but there are times when the two align. That's one way to look at Philip Morris' NYSE: PM Q2 2026 earnings report. The company delivered a beat on revenue and earnings, driven by strength in its smoke-free business and better-than-expected performance in its legacy nicotine products.
This shouldn’t be a surprise in an uneven economy. Philip Morris sells nicotine products in a category where demand has historically remained resilient, even when consumers are under pressure.
Get PM alerts:
PM climbed after the report, even though the company lowered its earnings-per-share (EPS) outlook for the full year and the current quarter. The company, however, reiterated its outlook for organic revenue growth of 5% to 7%.
Philip Morris Earnings Beat Keeps Growth Story IntactThe headline numbers were solid. Revenue of $11.19 billion beat analysts’ expectations for $10.61 billion and was higher than the $10.14 billion in Q2 2025. Adjusted EPS of $2.20 was also above the estimate of $2.04 and above the $1.91 adjusted EPS from the prior year quarter.
A closer look at the EPS guidance may explain why investors are looking past the report. Philip Morris guided to adjusted EPS between $8.26 and $8.41 per share. That’s down 10 cents from both ends on its prior guidance of $8.26 to $8.51. However, even at the low end, it marks a 7.5% year-over-year (YOY) increase.
That's stronger growth than some models have factored in, suggesting the stock is undervalued. On the other hand, PM is up 20% year-to-date, and skeptics may believe that much of that future earnings growth is priced in.
Smoke-Free Products Keep Doing the Heavy LiftingThe quarter's real story is how much of that growth is coming from products that didn't exist in Philip Morris's portfolio a decade ago. International smoke-free net revenue grew 13.7% organically in the first half, with gross profit up 16.9% and gross margin expanding 190 basis points to 70%.
That's significantly more profitable than its legacy cigarette business, even though combustibles are hardly fading. International combustible gross profit still grew 6.1% organically in H1, with pricing power alone contributing 9.2% growth in the category.
IQOS remains the anchor of that smoke-free push, now sold in 80 markets, with the heated tobacco unit adjusted in-market sales growth of 11.3% in H1, excluding Japan and Poland, two markets facing temporary headwinds. Management pointed to a Kantar BrandZ ranking as one of 2026's most valuable global brands as evidence the platform still has room to run. Meanwhile, VEEV, the company's e-vapor brand, posted 72% shipment growth and became the top closed-pod brand in Europe with a 21.3% share, overtaking both of its nearest competitors during the past year.
ZYN, the nicotine pouch brand at the center of Philip Morris's U.S. growth story, shipped 2.9 billion pouches in Q2, up 25% sequentially from Q1, with a U.S. retail value share of 57.1%. The company is leaning further into that momentum, launching a ZYN Ultra range and new flagship dry flavors in June, with additional nicotine-strength variants due in Q3, backed by a new "When it clicks" ad campaign. ZYN also holds the first and only Modified Risk Tobacco Product authorization in its category, covering 20 SKUs, which the company is using as a differentiator against competitors.
Pricing Power Adds to the Growth StoryOf the 9.8% net revenue growth in the first half of 2026, pricing across both combustibles and smoke-free products contributed 5.9 percentage points. A favorable mix shift toward smoke-free products added another two points internationally.
That means roughly 80% of organic revenue growth is coming from the company charging more and selling a richer mix of products, not simply moving more volume. Total shipment volume was essentially flat in the half at 389.4 billion units, though it returned to positive growth in Q2, up 2.5% year-over-year, with SFP shipments climbing 7.5% in the quarter.
Overall MarketRank™82nd Percentile
Analyst RatingModerate Buy
Upside/Downside3.1% Upside
Short Interest LevelHealthy
Dividend StrengthStrong
News Sentiment0.91 Insider TradingN/A
Proj. Earnings Growth10.04%
See Full Analysis
This is an important distinction for anyone modeling out the next few years. Pricing power historically compounds more reliably than volume growth for tobacco and nicotine companies, since regulatory and health pressures tend to cap unit growth over the long run. Philip Morris's own guidance for 2026 reflects revenue and EPS that model above the flat-to-low-single-digit volume trends the industry has seen for years.
Management also reiterated its targeting a sixth consecutive year of currency-neutral volume growth, a streak that would have seemed unlikely for a cigarette company a decade ago.
On the U.S. side specifically, sequential improvement was notable, with net revenues climbing 38% from Q1 to Q2 and adjusted gross profit up 46% over the same period, even as the company continues to invest heavily in ZYN's portfolio expansion. Management framed this as an early step in what it called a "substantial U.S. smoke-free opportunity," suggesting more investment — and potentially more short-term margin pressure — is still to come as new product variants roll out through Q3.
Investors should also note management's continued commitment to shareholder returns even amid this reinvestment phase. The company projected roughly $13.5 billion in operating cash flow for the year, underscoring that the company’s growth investments aren't coming at the expense of the balance sheet.
Is Philip Morris Stock Ready to Break Out After Earnings?Investors may feel like it’s Groundhog Day as PM stock is at a level that has provided resistance over the last two years. This pattern of retracing a path back to a level of resistance is usually a bullish sign, but it requires patience, which PM shareholders have had to have.
Nevertheless, the stock looks ready to break out, and at least one analyst agrees. BTIG Research initiated coverage of Philip Morris on July 21, setting a price target of $216. That’s well above the consensus price target of $197.
Investors in Philip Morris also get to enjoy the company’s dividend, which has a yield of 3.03% as of July 21 and has increased its payout for 17 consecutive years. This was the fourth consecutive quarter at the prior payout rate, so it’s likely that there will be an increase in the next quarter or two.
Should You Invest $1,000 in Philip Morris International Right Now?Before you consider Philip Morris International, you'll want to hear this.
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The space race is growing fast, and you don’t have to have gotten in early on SpaceX to profit. This report shows seven space stocks you can buy today that may grow as rockets, satellites, defense, space internet, and new space technology become more important.
Trey has been an editor and author at 24/7 Wall St. for more than a decade, where he has published thousands of articles analyzing corporate earnings, dividend stocks, short interest, insider buying, private equity, and market trends. His comprehensive coverage spans the full spectrum of financial markets, from blue-chip stalwarts to emerging growth companies.
Beyond 24/7 Wall St., Trey has created and edited financial content for Benzinga and AOL's BloggingStocks, contributing additional hundreds of articles to the investment community. He previously oversaw the 24/7 Climate Insights site, managing editorial operations and content strategy, and currently oversees and creates content for My Investing News.
Trey's editorial expertise extends across multiple publishing environments. He served as production editor at Dearborn Financial Publishing and development editor at Kaplan, where he helped shape financial education materials. Earlier in his career, he worked as a writer-producer at SVE. His freelance editing portfolio includes work for prestigious clients such as Sage Publications, Rand McNally, the Institute for Supply Management, the American Library Association, Eggplant Literary Productions, and Spiegel.
Outside of financial journalism, Trey writes fiction and has been an active member of the writing community for years, overseeing a long-running critique group and moderating workshop sessions at regional conventions. He lives with his family in an old house in the Midwest.
NEW YORK, July 23, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the common stock of Regeneron Pharmaceuticals, Inc. (“Regeneron” or the “Company”) (NASDAQ: REGN) between August 1, 2025 and May 15, 2026, inclusive. Should You Join The Regeneron Class Action Lawsuit : Do you, or did you, own shares of Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN)?
The latest developments are critical for all AI stock investors to understand.
*Stock prices used were the afternoon prices of July 20, 2026. The video was published on July 22, 2026.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
The PHLX Semiconductor Sector index has jumped by an impressive 68% this year despite the recent sell-off in this sector. These impressive gains have been fueled by the terrific demand for chips, which play a critical role in powering artificial intelligence (AI) infrastructure.
However, shares of Taiwan Semiconductor Manufacturing (TSM -0.50%) have underperformed the semiconductor sector in 2026, gaining just 33% as of this writing. This is even though TSMC is one of the most important companies in the AI infrastructure ecosystem. Its latest results provide further indication that it is winning big from the massive spending on AI data centers.
More importantly, TSMC is well-positioned to continue benefiting from the AI infrastructure boom. Let's look at the reasons why it seems like a bad idea to overlook this solid semiconductor stock.
Image source: TSMC.
TSMC's growth rate is picking up thanks to AI infrastructure spending TSMC released its second-quarter 2026 earnings report on July 16. The company's revenue increased 34% year over year to $40.2 billion, while earnings per share jumped by an even more impressive 77% from the year-ago period to $4.31. The numbers exceeded analysts' expectations, and its guidance was the icing on the cake.
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TSMC anticipates Q3 revenue of $45.2 billion, which points to a 37% jump from the year-ago period. Even better, the company sees its operating margin increase to 57% in the current quarter, up from 50.6% in the year-ago quarter. This points toward another major jump in TSMC's bottom line. Wall Street anticipates a 54% year-over-year increase in TSMC's earnings in the current quarter. However, the company's guidance suggests it could do better than that, primarily due to a significant increase in its margins.
Also, TSMC has increased its full-year guidance. It now expects 2026 revenue to increase by more than 40%, up from the earlier estimate of 30%-plus growth. TSMC attributes the stronger guidance to the growing demand for AI chips. Management noted on the latest earnings call that AI is driving "the need for more and more computation," with applications such as agentic AI driving a resurgence in central processing units (CPUs).
Looking ahead, AI infrastructure spending could jump from an estimated $1 trillion in 2027 to $3-$4 trillion in 2030, according to industry bellwether Nvidia. This indicates that TSMC's incredible growth will continue in the long run, given that it is the go-to manufacturer for chips for the leading AI chip designers, including Nvidia, AMD, Qualcomm, Broadcom, and others.
Not surprisingly, there has been a significant uptick in TSMC's earnings forecast following its quarterly report.
The stock can go on a terrific bull run TSMC stock may have underperformed the broader market this year, but don't be surprised if it steps on the gas. We have already seen that the company is growing at an impressive pace, and it can sustain its momentum over the long run due to the secular growth of the AI infrastructure space.
What's more, investors can buy TSMC at 25 times forward earnings right now, which is in line with the Nasdaq-100 index's forward earnings multiple. If TSMC's earnings per share indeed reach $28.03 in 2028 and it trades at 25 times earnings at that time, its stock price could jump to $700. That's a potential gain of 67% in less than three years, which is why investors should consider buying this AI stock before it regains its mojo.
Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Broadcom, Nvidia, Qualcomm, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.
B&D White Capital Company LLC bought a new stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 23,500 shares of the healthcare product maker’s stock, valued at approximately $2,413,000.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. purchased a new stake in Abbott Laboratories in the 4th quarter worth $25,000. Cornerstone Financial Management LLC purchased a new position in shares of Abbott Laboratories in the fourth quarter valued at $25,000. Purpose Unlimited Inc. bought a new stake in Abbott Laboratories in the fourth quarter worth $25,000. Portfolio Resources Advisor Group Inc. bought a new stake in Abbott Laboratories in the fourth quarter worth $26,000. Finally, Abound Financial LLC purchased a new stake in Abbott Laboratories during the fourth quarter valued at $26,000. 75.18% of the stock is currently owned by institutional investors.
Insiders Place Their Bets In other news, Director Daniel J. Starks purchased 10,000 shares of the company’s stock in a transaction on Monday, April 27th. The shares were acquired at an average price of $92.65 per share, for a total transaction of $926,500.00. Following the purchase, the director owned 6,751,103 shares in the company, valued at $625,489,692.95. This trade represents a 0.15% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.46% of the company’s stock.
Abbott Laboratories Stock Performance Shares of ABT stock opened at $100.69 on Thursday. Abbott Laboratories has a 12-month low of $81.97 and a 12-month high of $137.49. The business’s fifty day simple moving average is $90.92 and its 200-day simple moving average is $101.48. The company has a current ratio of 1.39, a quick ratio of 1.01 and a debt-to-equity ratio of 0.56. The company has a market cap of $175.38 billion, a PE ratio of 32.59, a PEG ratio of 1.93 and a beta of 0.61.
Abbott Laboratories (NYSE:ABT – Get Free Report) last announced its earnings results on Thursday, July 16th. The healthcare product maker reported $1.31 earnings per share for the quarter, topping the consensus estimate of $1.28 by $0.03. Abbott Laboratories had a return on equity of 17.65% and a net margin of 11.65%.The firm had revenue of $12.51 billion for the quarter, compared to the consensus estimate of $12.52 billion. During the same period in the previous year, the business earned $1.26 EPS. The firm’s revenue for the quarter was up 13.0% on a year-over-year basis. Abbott Laboratories has set its Q3 2026 guidance at 1.380-1.46 EPS and its FY 2026 guidance at 5.450-5.60 EPS. Analysts expect that Abbott Laboratories will post 5.51 earnings per share for the current fiscal year.
Abbott Laboratories Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Wednesday, July 15th will be paid a $0.63 dividend. The ex-dividend date is Wednesday, July 15th. This represents a $2.52 dividend on an annualized basis and a yield of 2.5%. Abbott Laboratories’s dividend payout ratio (DPR) is 81.55%.
Analysts Set New Price Targets ABT has been the subject of a number of recent research reports. Raymond James Financial dropped their price objective on shares of Abbott Laboratories from $130.00 to $115.00 and set an “outperform” rating for the company in a research note on Friday, April 17th. Mizuho dropped their target price on Abbott Laboratories from $125.00 to $115.00 and set a “neutral” rating for the company in a research report on Friday, April 17th. JPMorgan Chase & Co. raised their price objective on Abbott Laboratories from $110.00 to $120.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Leerink Partners cut their price target on Abbott Laboratories from $119.00 to $106.00 and set a “market perform” rating on the stock in a report on Tuesday, April 21st. Finally, Wells Fargo & Company raised their price objective on Abbott Laboratories from $109.00 to $112.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $118.61.
Check Out Our Latest Analysis on ABT
About Abbott Laboratories (Free Report)
Abbott Laboratories is a global healthcare company headquartered in Abbott Park, Illinois, that develops, manufactures and markets a broad portfolio of medical products and services. Founded in 1888, Abbott operates through multiple business areas that focus on diagnostics, medical devices, nutritionals and established pharmaceuticals. The company supplies hospitals, clinics, laboratories, retailers and direct-to-consumer channels with products intended to diagnose, treat and manage a wide range of health conditions.
In diagnostics, Abbott provides laboratory and point-of-care testing platforms and assays used to detect infectious diseases, chronic conditions and biomarkers; its Alinity family of instruments and rapid-test solutions are examples of this capability.
Featured Articles Five stocks we like better than Abbott Laboratories Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding ABT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Abbott Laboratories (NYSE:ABT – Free Report).
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Thermo Fisher Scientific (TMO - Free Report) came out with quarterly earnings of $6.03 per share, beating the Zacks Consensus Estimate of $5.71 per share. This compares to earnings of $5.36 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.60%. A quarter ago, it was expected that this maker of scientific instrument and laboratory supplies would post earnings of $5.2 per share when it actually produced earnings of $5.44, delivering a surprise of +4.62%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Thermo Fisher, which belongs to the Zacks Medical - Instruments industry, posted revenues of $11.99 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.67%. This compares to year-ago revenues of $10.86 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.
Thermo Fisher shares have lost about 9.1% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Thermo Fisher?While Thermo Fisher 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 Thermo Fisher 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 $6.36 on $11.95 billion in revenues for the coming quarter and $24.84 on $47.73 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 - Instruments is currently in the bottom 35% 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.
DarioHealth Corp. (DRIO - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.74 per share in its upcoming report, which represents a year-over-year change of +69.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
DarioHealth Corp.'s revenues are expected to be $6.19 million, up 15.3% from the year-ago quarter.
Texas Instruments stock fell more than 5% in premarket trading, despite reporting strong quarterly earnings and raising its forward guidance. TXN dropped to $280, leaving the stock more than 16% below its highest level of the year. So, will the pullback continue, or is the stock poised for a rebound?
TXN stock is stuck in a bear market, even after its financial results showed that its business was booming. The recent results showed that Texas Instruments’ revenue jumped by 23% from the same period last year. It made $5.4 billion in revenues, with its net income jumping by 53% to $1.98 billion.
The company’s business is benefiting from the rebound in the industrial and data center industry. Its industrial business soared by 30%, while its data center revenue rose by 20%. The automotive industry revenue rose by mid-teens, while its personal electronics was flat.
Most importantly, the company’s management believes that the growth has more room to run. Its third-quarter revenue is expected to be between $5.65 billion and $6.15 billion, with earnings per share being between $2.23 and $2.57.
Wall Street analysts are also highly bullish on the company, expecting that its revenue to jump by about 20% to $21.12 billion. This growth is expected to hit $23.62 billion next year.
Despite its encouraging growth, there are signs that the company has become highly overvalued, setting a high bar for the management. Its valuation metrics are much higher than other faster-growing companies like Micron, Nvidia, and SanDisk.
Data shows that the company has a forward price-to-earnings ratio of 37, much higher than the sector median of 24. This multiple is also much higher than its five-year average of 27.
The same is shown in other metrics, including the forward EV/EBITDA multiple, which has moved to 13, higher than the five-year average of 9.
More metrics show that the company is not a bargain. The Discounted Free Cash Flow (DCF) calculation by Simply Wall St shows that the company is about 20% overvalued.
Analysts are relatively mixed about the company. MarketBeat data shows that the average estimate is $290, slightly higher than where it is trading today.
Susquehanna’s Christopher Rolland recently boosted the target from $300 to $340. Morgan Stanley’s Joseph Moore maintained an overweight rating, while boosting the target from $221 to $230.
Texas Instruments chart | Source: TradingView
Technicals suggest that the TXN stock formed a double-top pattern at $331 and a neckline at $274, its lowest level on June 9 this year. A double-top pattern is one of the most bearish signs in technical analysis.
The stock has moved below the 23.6% Fibonacci Retracement level of $290. It has also moved below the 50-day Exponential Moving Average (EMA).
Therefore, the most likely Texas Instruments stock forecast is bearish, with the next key target to watch being the 50% retracement point of $242. This target is about 13% below the current level.
READ MORE: Texas Instruments stock highly bullish pattern points to gains after earnings beat
Texas Instruments Inc (NASDAQ:TXN) reported upbeat second-quarter results after the market close on Wednesday.
Texas Instruments reported second-quarter revenue of $5.46 billion, beating analyst estimates of $5.25 billion. The semiconductor company posted second-quarter earnings of $2.14 per share, beating analyst estimates of $1.92 per share, according to Benzinga Pro.
"Our cash flow from operations of $8.7 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production," said Haviv Ilan, chairman, president and CEO of Texas Instruments.
Texas Instruments expects third-quarter revenue to be in the range of $5.65 billion to $6.15 billion versus estimates of $5.61 billion. The company anticipates third-quarter earnings of $2.23 to $2.57 per share versus estimates of $2.15 per share.
Texas Instruments shares fell 5.2% to $278.99 in pre-market trading.
These analysts made changes to their price targets on Texas Instruments following earnings announcement.
Keybanc analyst John Vinh maintained the stock with an Overweight rating and raised the price target from $390 to $400. Evercore ISI Group analyst Mark Lipacis maintained the stock with an Outperform rating and raised the price target from $316 to $330. Considering buying TXN stock? Here’s what analysts think:
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Honeywell International Inc. (HON - Free Report) came out with quarterly earnings of $1.95 per share, beating the Zacks Consensus Estimate of $1.8 per share. This compares to earnings of $5.5 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 $4.62 per share when it actually produced earnings of $4.9, delivering a surprise of +6.06%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Honeywell International, which belongs to the Zacks Diversified Operations industry, posted revenues of $5.19 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.19%. This compares to year-ago revenues of $10.35 billion. 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.
Honeywell International shares have lost about 40.3% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Honeywell International?While Honeywell International 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 Honeywell International was unfavorable. 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 #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.25 on $5.33 billion in revenues for the coming quarter and $10.34 on $20.04 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, Diversified Operations is currently in the bottom 35% 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, ITT (ITT - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This supplier of parts and services to a wide variety of industries is expected to post quarterly earnings of $1.93 per share in its upcoming report, which represents a year-over-year change of +17.7%. The consensus EPS estimate for the quarter has been revised 0.4% lower over the last 30 days to the current level.
ITT's revenues are expected to be $1.39 billion, up 43.3% from the year-ago quarter.
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) today reported second quarter 2026 net income of $2.0 billion, up 6%, and diluted EPS of $3.36, up 7%, compared to reported second quarter 2025 net income of $1.9 billion and diluted EPS of $3.15. Adjusted second quarter 2026 net income* of $2.0 billion increased 12%, and adjusted diluted EPS* of $3.41 increased 13%, compared to adjusted second quarter 2025 net income* of $1.8 billion and adjusted diluted EPS* of $3.03. "Strong.
Union Pacific Corp (UNP) released its 8-K filing detailing the company's financial performance for the second quarter of 2026, which showed favorable results co
While it remains a mystery exactly why certain companies are removed from the venerable Dow Jones Industrial Average, even after years on the legacy index, we decided to ask Anthropic’s Claude chatbot for an answer on how those decisions are made. These were the results we got:
S&P Dow Jones Indices manages the Dow Jones Industrial Average, and changes to its composition are determined by an index committee—not by any fixed formula or automatic screening process. This is a key difference from many other indices (like the S&P 500), which use largely rules-based, quantitative criteria for additions and removals.
Who decides:
The S&P Dow Jones Indices Averages Committee, made up of full-time S&P Dow Jones Indices employees (analysts and economists), meets periodically and can also convene on an as-needed basis when a change seems warranted. The committee’s decisions are essentially editorial judgment calls rather than mechanical rule-following.
Criteria/factors considered for removal:
Since there’s no strict quantitative threshold, the committee weighs a mix of factors, including:
Reputation decline — A company falling out of favor, facing major controversy, or losing standing as a leading representative of American industry. Slower growth or shrinking relevance — A company no longer reflecting the sector or economy it’s meant to represent. Sector balance — The committee tries to maintain reasonable representation across major sectors of the economy. If a sector becomes overrepresented or underrepresented, a swap may follow. Stock price distortions — Because the DJIA is price-weighted (not market-cap weighted), a stock with an unusually high or low price can distort the index’s calculations. Extreme price divergence, or a stock split that significantly changes a company’s weighting, can be a trigger for a change. Corporate actions — Mergers, acquisitions, bankruptcy, or a company being acquired can force removal, since the company effectively stops existing as an independent public entity. Overall fit — Whether the company remains a widely held, financially sound, and historically significant “blue chip” that meaningfully represents the U.S. economy. When a company is removed, it’s simultaneously replaced by another company chosen to maintain balance across the 30-stock index. Because these decisions are subjective and infrequent, they tend to draw significant market attention when announced, and the S&P Dow Jones Indices typically announces changes a few days before they take effect.
With all that in mind, we decided to screen the stocks that had been removed over the past few decades and see whether the committee of analysts and economists is making the right removal decisions. Interestingly, some of the companies that were kicked out have soared and, in many cases, continued to pay big, dependable dividends. One thing we did note is that, over the past decade, technology companies have been replacing the stocks they remove.
Here are five dividend-paying giants that were all removed from the Dow.
Altria Altria (NYSE: MO | MO Price Prediction) is one of the world’s largest producers and marketers of cigarettes and other tobacco-related products. This tobacco stock offers value investors a solid entry point and a 5.66% dividend. Altria manufactures and sells smokable and oral tobacco products in the United States primarily to wholesalers, including distributors and large retail organizations, such as chain stores.
Kiplinger notes that after it was removed in 2008, shareholders who held through the transition saw their shares surge by more than 150% in the years following, excluding dividends.
The company primarily sells cigarettes under the Marlboro brand, as well as:
Cigars and pipe tobacco, principally under the Black & Mild and Middleton brands Moist smokeless tobacco and snus products under the Copenhagen, Skoal, Red Seal, and Husky brands on! Oral nicotine pouches e-vapor products under the NJOY ACE brand Altria used to own over 10% of Anheuser-Busch InBev (NYSE: BUD), the world’s largest brewer. In March of 2024, the company sold 35 million of its 197 million shares through a global secondary offering. That represents 18% of its holdings but still leaves 8% of the outstanding shares in its back pocket. Altria also announced a $2.4 billion stock repurchase plan partially funded by the sale.
Altria increased its quarterly dividend in the fall of 2025 by 3.9%, from $1.02 to $1.06 per share, marking its 57th consecutive dividend increase.
AT&T AT&T (NYSE: T) is the world’s fourth-largest telecommunications company, measured by revenue. The legacy telecom has been undergoing a lengthy restructuring process while maintaining a solid dividend of 5.06%. Thirteen analysts have given the stock a Buy rating, indicating broad Wall Street support.
It was removed from the index in 2015 to clear space for Apple (NASDAQ: AAPL). AT&T was a long-time Dividend Aristocrat before structural corporate changes and spinoffs altered its payout strategy.
AT&T provides a range of telecommunications, media, and technology services worldwide. Its Communications segment offers wireless voice and data communications services. Through its company-owned stores, agents, and third-party retail stores, it sells:
Handsets Wireless data cards Wireless computing devices Carrying cases Hands-free devices AT&T also provides:
Data Voice Security Cloud solutions Outsourcing Managed and provided professional services Customer premises equipment for multinational corporations, small and mid-sized businesses, and governmental and wholesale customers Additionally, this segment provides residential customers with fiber broadband and legacy voice telephony services. It markets its communications services and products under:
AT&T Cricket AT&T PREPAID AT&T Fiber The company’s Latin America segment provides wireless services in Mexico and video services throughout the region. This segment markets its services and products under the AT&T and Unefon brands.
Exxon Mobil Exxon Mobil (NYSE: XOM) manages an industry-leading portfolio of resources and is one of the world’s largest integrated fuels, lubricants, and chemical companies. Despite the rise in oil prices, investors still have an excellent entry point to secure a strong 2.66% dividend yield. Exxon is the world’s largest international integrated oil and gas company, exploring for and producing crude oil and natural gas in North and South America, Europe, Africa, Asia, and elsewhere.
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The legacy energy behemoth was removed in August 2020 after a 92-year run to make room for Salesforce (NYSE: CRM). Despite its removal, Exxon continued to raise its dividend payout annually and has delivered strong total returns for investors.
Exxon also manufactures and markets commodity petrochemicals, including olefins, aromatics, polyethylene, and polypropylene plastics, as well as specialty products. Additionally, the company transports and sells crude oil, natural gas, and petroleum products.
Top Wall Street analysts expect the company to remain a key beneficiary in a higher oil price environment, and most remain optimistic about the company’s sharp positive inflection in capital allocation strategy. The upstream portfolio offers leverage to a further demand recovery, and Exxon offers greater Downstream/Chemicals exposure than its peers.
Exxon completed its purchase of oil shale giant Pioneer Natural Resources in 2024 in an all-stock transaction valued at $59.5 billion. The deal created the largest U.S. oilfield producer and guarantees a decade of low-cost production.
International Paper With a rich 5.09% dividend and a product that remains in demand, this top stock is still incredibly attractive. International Paper (NYSE: IP) provides sustainable packaging solutions. The company produces renewable fiber-based packaging products and operates manufacturing facilities in North America, Latin America, Europe, and North Africa. Kiplinger said the company was kicked out of the Dow in April 2004, and that the stock rebounded by approximately 25% and delivered a total return of over 100% when dividends are factored in.
Its segments include:
Packaging Solutions North America Packaging Solutions EMEA The company’s products and services include Packaging, Packaging Services, and Recycling. It provides corrugated packaging, solid fiber, corrugated sheets, retail displays, bulk packaging, and more.
International Paper also offers related services such as design and fulfillment to support these solutions. It provides a range of packaging and display services, from design and testing to fulfillment, including structural and graphic design, printing, testing, mechanical assembly, and packaging.
The company offers recycling solutions and services to manage fiber recovery programs for retailers, grocers, e-commerce companies, distribution centers, manufacturers, and its own box plants.
Pfizer Pfizer (NYSE: PFE) was established in 1849 in New York by two German entrepreneurs. This top pharmaceutical stock was a major winner in the COVID-19 vaccine race, but has declined significantly as booster uptake has slowed. However, Pfizer’s recovery story is gaining traction, with blockbuster non-COVID drugs delivering strong growth and a potential GLP-1 product launch on the horizon. It pays a dependable 6.93% dividend, which has increased annually for the past 15 years.
Booted in the August 2020 reshuffle to accommodate Amgen (NASDAQ: AMGN), Pfizer remains a staple for income investors seeking pharmaceutical exposure.
Pfizer discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products worldwide in various therapeutic areas, including:
Cardiovascular, metabolic, and women’s health under the Premarin family and Eliquis brands Biologics, small molecules, immunotherapies, and biosimilars under the Ibrance, Xtandi, Sutent, Inlyta, Retacrit, Lorbrena, and Braftovi brands Sterile injectable and anti-infective medicines and oral COVID-19 treatment under the Sulperazon, Medrol, Zavicefta, Zithromax, Vfend, Panzyga, and Paxlovid brands Pfizer also provides medicines and vaccines in other therapeutic areas, such as:
Pneumococcal disease, meningococcal disease, and tick-borne encephalitis COVID-19 under the Comirnaty/BNT162b2, Nimenrix, FSME/IMMUN-TicoVac, Trumenba, and the Prevnar family brands Biosimilars for chronic immune and inflammatory diseases under the Xeljanz, Enbrel, Inflectra, Eucrisa/Staquis, and Cibinqo brands Amyloidosis, hemophilia, and endocrine diseases under the Vyndaqel/Vyndamax, BeneFIX, and Genotropin brands Pfizer anticipates full-year 2026 revenues to be in the range of $59.5 billion to $62.5 billion. This outlook reflects an expected $1.5 billion decline in COVID-19 product sales (forecasted at approximately $5.0 billion for 2026, compared to $6.5 billion in 2025), alongside an additional $1.5 billion headwind from upcoming drug patent expirations.
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RTX Corp (RTX) released its 8-K filing on July 23, 2026, showcasing robust growth in its second-quarter earnings. The aerospace and defense manufacturer, formed
RTX (RTX - Free Report) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.56 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +13.86%. A quarter ago, it was expected that this an aerospace and defense company would post earnings of $1.52 per share when it actually produced earnings of $1.78, delivering a surprise of +17.11%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
RTX, which belongs to the Zacks Aerospace - Defense industry, posted revenues of $24.71 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 8.21%. This compares to year-ago revenues of $21.58 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.
RTX shares have added about 6.3% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for RTX?While RTX 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 RTX 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 $1.74 on $23.6 billion in revenues for the coming quarter and $6.92 on $93.95 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, Aerospace - Defense is currently in the top 31% 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.
Intuitive Machines, Inc. (LUNR - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.08 per share in its upcoming report, which represents a year-over-year change of +27.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Intuitive Machines, Inc.'s revenues are expected to be $219.31 million, up 335.9% from the year-ago quarter.
Coming into Thursday trading, RTX stock was up 6% year to date, but down 4% since fighting started in Iran. (Luke Sharrett/Getty Images)
Amid war and rising oil prices, RTX delivered the kind of quarters investors craved: A beat-and-raise. That’s providing some relief, but the company’s customers still need more jet engines.
MDA Space Targets US Defense Market With $620M AcquisitionRTX NYSE: RTX raised its full-year outlook after reporting stronger second-quarter 2026 sales, profit and cash flow, citing broad demand across its commercial aerospace and defense businesses and continued progress on operational execution.
Chairman and Chief Executive Officer Chris Calio said the company delivered “another strong quarter of performance and financial results,” with adjusted sales of $24.7 billion, up 16% organically from a year earlier. Adjusted earnings per share rose 21% to $1.89, while adjusted segment operating profit increased 18% to $3.2 billion. Free cash flow totaled $2.9 billion.
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How to Invest in the Biggest European Defense Surge in DecadesThe company’s backlog reached a record $289 billion, up 22% year over year and 6% sequentially. Calio said demand remained “exceptional” across RTX’s products and services, with both defense and commercial aerospace contributing to order growth.
Defense Demand Drives Record Backlog Raytheon recorded nearly $20 billion of awards in the quarter, producing a book-to-bill ratio of 2.4. Calio said the awards included more than $5 billion of GEM-T Patriot effectors, driven by international customers and the first domestic GEM-T production order in more than 30 years. Raytheon also booked more than $4 billion of classified and confidential awards and $1.8 billion for AMRAAM.
RTX Is Set to Revolutionize Munitions ManufacturingNathan Ware, vice president of investor relations, said Raytheon’s quarterly sales rose 18% to $8.3 billion, driven by higher volume in land and air defense systems, naval programs and air and space defense systems, including Patriot, Standard Missile and AMRAAM. Adjusted operating profit increased $234 million to $1 billion, with margins expanding 100 basis points.
Raytheon ended the quarter with an $86 billion backlog, 48% of which was international, up four percentage points from a year earlier. Ware said other key awards in the quarter included $1.1 billion for AIM-9X and about $800 million for LTAMDS.
Calio said RTX is encouraged by bipartisan support for increased U.S. defense spending, pointing to a base budget request of $1.1 trillion for 2027 and increased funding for RTX priority programs including Tomahawk, LTAMDS and Standard Missile. He also said Raytheon booked more than $10 billion of international awards in the first half of the year, more than double the prior-year period, including more than $7 billion from European customers.
Commercial Aerospace Aftermarket Remains Strong On the commercial side, Calio said RTX received more than $20 billion of original equipment and aftermarket orders in the quarter. He highlighted AirAsia’s order for 150 Airbus A220 aircraft, which are exclusively powered by Pratt & Whitney GTF engines, and a five-year agreement under which Collins Aerospace will provide Air New Zealand with maintenance, repair and overhaul services for engine nacelles on its Boeing 787 fleet.
Calio said commercial aftermarket demand remains strong and passenger air travel is resilient. He said global revenue passenger kilometers are expected to grow this year in all regions outside the Middle East, while engine retirements have remained relatively low.
At Pratt & Whitney, sales rose 16% on an adjusted basis to $8.9 billion and 17% organically, supported by commercial aftermarket and military engine strength. Ware said commercial aftermarket sales rose 25% on higher MRO volume, while military engine sales increased 23%, driven by higher F135 volume. Commercial original equipment sales fell 8% as increased engine deliveries were more than offset by large commercial engine mix.
Calio said the GTF fleet management plan remains on track. PW1100 aircraft-on-ground levels were down sequentially and down 25% year to date, supported by MRO output that increased more than 40% year over year and a 23% reduction in turnaround time.
Collins, Pratt and Raytheon Outlooks Raised Chief Financial Officer Neil Mitchill said RTX now expects full-year adjusted sales of $95 billion to $96 billion, up from the prior range of $92.5 billion to $93.5 billion. The company now expects organic sales growth of 8% to 9%, compared with the previous range of 5% to 6%.
RTX also raised its adjusted EPS outlook to $7.10 to $7.25, up from $6.70 to $6.90. Free cash flow is now expected to range from $8.5 billion to $8.75 billion, compared with the prior range of $8.25 billion to $8.75 billion.
Mitchill said most of the sales increase is tied to stronger defense performance across the company, primarily at Raytheon, along with higher GTF aftermarket volume at Pratt & Whitney and commercial original equipment strength at Collins Aerospace.
Collins Aerospace: Second-quarter sales were $8.2 billion, up 13% organically. RTX now expects Collins sales to grow mid- to high-single digits on an adjusted basis, with operating profit growth of $550 million to $625 million versus 2025. Pratt & Whitney: RTX now expects Pratt sales to grow high-single digits on both an adjusted and organic basis, with operating profit growth of $275 million to $350 million versus 2025. Raytheon: RTX now expects Raytheon sales to grow high-single digits to low-double digits, with operating profit growth of $575 million to $650 million versus 2025. Company Highlights Investments and Portfolio Actions Calio said RTX continues to invest in capacity and technology across the business. Raytheon is investing an additional $100 million domestically to increase GEM-T component production and accelerate LTAMDS testing capabilities. Pratt & Whitney announced more than $100 million of U.S. investments to expand GTF MRO capacity in Texas, Florida and Arkansas. Collins completed a commercial MRO expansion in Malaysia during the quarter.
RTX also reported progress on technology programs. Collins was down-selected to deliver mission autonomy software for the U.S. Air Force’s collaborative combat aircraft program. Pratt received aircraft certification for the GTF Advantage engine and began deliveries to Airbus, with entry into service expected later this year and full production cutover in 2028. Raytheon is developing a longer-range variant of the StormBreaker effector using a modified Pratt TJ-150 engine, with an upcoming flight test planned.
Mitchill also said RTX entered into an agreement to sell Raytheon’s Blue Canyon Technologies business for $620 million as the company focuses on core capabilities.
In response to analyst questions, Calio said RTX’s capital allocation priorities remain consistent: investing in the business, maintaining its dividend commitment and reducing debt. He said the company does not see anything it “really need[s]” from a portfolio standpoint and believes its existing portfolio is “exceptionally strong.”
About RTX (NYSE:RTX)RTX NYSE: RTX is a U.S.-based aerospace and defense company that designs, manufactures and services advanced systems for commercial, military and governmental customers worldwide. The company was created through the 2020 combination of Raytheon Company and United Technologies Corporation and later adopted the RTX name, positioning itself as a diversified provider across the aerospace and defense value chain.
RTX's operations span a broad set of capabilities. Its commercial aerospace businesses include Pratt & Whitney aircraft engines and Collins Aerospace systems, which supply propulsion, avionics, aerostructures, interiors and integrated aircraft systems.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Morgan Stanley stock has wavered recently, evem as the Wall Street company published strong financial results. MS was trading at $218, a few points below its all-time high of $232. This consolidation may lead to a strong rebound after a major Goldman Sachs prediction.
Morgan Stanley is benefiting from major trends in the US this year. Mega IPOs are rising, and analysts expect that merger and acquisition (M&A) deals will accelerate in the near term.
Morgan Stanley was one of the banks that made a windfall from the recent SpaceX IPO. It is estimated that the company made over $100 million in the process.
The bank will likely benefit from more IPOs, including companies like Anthropic and OpenAI.
Most notably, Goldman Sachs analysts predict that the merger and acquisition boom has more room to run. Announced M&A deals have jumped by 32% this year to $1.2 trillion. The number of announced deals has soared by 12% in then same period.
In a report, the bank said that this trend will continue, helped by a steady economic growth, healthy CEO confidence, and a favorable regulatory backdrop. The bank added that:
“Likely M&A targets should benefit from the ongoing surge in M&A activity, which does not appear to be fully priced in their valuations.”
If this is correct, then Morgan Stanley will be one of the top beneficiaries. Dealogic data estimates that it is the third in the M&A industry this year after Goldman and JPMorgan. It has been involved in deals worth over $831 billion.
The company also ranks third in the equity capital markets (ECM) bookrunning with its deal value rising to $51 billion. It has also become a major player in debt raising industry.
These numbers are confirmed by its recent financial results, which showed that its net revenue jumped by 27% YoY to $21.3 billion. It was a $1 billion increase from the previous quarter.
Institutional securities revenue rose by 44% to $11 billion, while its wealth and investment management rose by 14% and 6%, respectively. These ones rose to $8.8 billion and $1.6 billion. Notably, the provision for credit losses dropped to just $98 million during the quarter. Ted Pick, the CEO said:
“Differentiated content from our Research teams continues to drive high levels of client engagement. Wealth Management added a record $148 billion in net new assets, with total client assets across Wealth and Investment Management reaching the $10 trillion milestone.”
MS stock chart | Source: TradingView
Technically, however, the MS stock price will need to overcome the double-top pattern at $230, and whose neckline is at $230. Also, the stock needs to overcome the mean reversion risk. Mean reversion is a situation where an asset normally moves to its historical averages. In this case, the stock is much higher than the 200-day moving average of $184.
Therefore, there is a risk that it will pull back in the near term because of its weak technicals. On the other hand, a move above the key resistance level of $230 will point to more gains, potentially to the key resistance at $250.
ServiceNow (NOW) stock climbed about 7% onearly Thursday after the enterprise software company reported quarterly results that topped Wall Street expectations a
ServiceNow (NOW) raised its full-year subscription revenue forecast after another strong quarter, as rapid adoption of its AI products helped the software compa
ServiceNow Inc. (NYSE:NOW) posted better-than-expected second-quarter results after Wednesday’s closing bell.
ServiceNow reported quarterly earnings of 90 cents per share, which beat the Street estimate of 85 cents, according to Benzinga Pro data. Quarterly revenue clocked in at $3.99 billion, which beat the analyst consensus estimate of $3.93 billion and was up from $3.22 billion in the same period last year.
"ServiceNow’s exceptional Q2 results solidify our position as the fastest-growing major enterprise software and cybersecurity company," said ServiceNow CEO Bill McDermott.
ServiceNow shares rose 5.5% to $100.67 in pre-market trading.
These analysts made changes to their price targets on ServiceNow following earnings announcement.
Jefferies analyst Samad Samana maintained the stock with a Buy and raised the price target from $135 to $140. Evercore ISI Group analyst Kirk Materne maintained the stock with an Outperform rating and raised the price target from $150 to $160. Considering buying NOW stock? Here’s what analysts think:
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ServiceNow Inc (NYSE:NOW, XETRA:4S0) forecast third-quarter results above Wall Street expectations and posted second-quarter earnings that beat analyst estimates.
The company reported second-quarter subscription revenue of $3.88 billion, up 24.5% from a year earlier, while total revenue reached $3.99 billion, ahead of analyst estimates of $3.92 billion.
Adjusted earnings per share came in at $0.90, topping estimates of $0.86.
Current remaining performance obligations (cRPO), a closely watched bookings metric, rose 21% year-over-year to $13.20 billion, above estimates of roughly $13.03 billion.
For the third quarter, ServiceNow guided subscription revenue of $3.975 billion to $3.98 billion and cRPO growth of 19.5% year-over-year, ahead of analyst estimates of 18% to 19% growth.
The company raised its full-year subscription revenue guidance to a range of $15.76 billion to $15.78 billion, representing growth of 22.5% year-over-year. It maintained its outlook for subscription gross margin of 81%, operating margin of 31.5% and free cash flow margin of 35%.
ServiceNow said its artificial intelligence business surpassed $1 billion in annual contract value during the quarter, as the company continues to expand its AI product offerings.
The company also reported 658 customers with more than $5 million in annual contract value, up 23% from a year earlier, and 123 transactions exceeding $1 million in annual contract value, up about 40%.
Adjusted operating margin was 29.5%, above estimates of 26.5% and flat year-over-year. Free cash flow totaled $634 million, a 16% margin, below estimates of $679 million.
Shares fluctuated around the flatline on Thursday, adding a modest 0.5% to its opening levels.
NEW YORK--(BUSINESS WIRE)---- $INTU #ClassAction--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Intuit Inc. (“Intuit” or the “Company”) (NASDAQ: INTU) and reminds investors of the September 8, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has r.
Lockheed Martin (LMT - Free Report) came out with quarterly earnings of $7.94 per share, beating the Zacks Consensus Estimate of $7.22 per share. This compares to earnings of $7.29 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +9.97%. A quarter ago, it was expected that this aerospace and defense company would post earnings of $6.67 per share when it actually produced earnings of $6.44, delivering a surprise of -3.45%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Lockheed, which belongs to the Zacks Aerospace - Defense industry, posted revenues of $20.06 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.26%. This compares to year-ago revenues of $18.16 billion. 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.
Lockheed shares have added about 6.4% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Lockheed?While Lockheed 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 Lockheed 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 $7.67 on $19.88 billion in revenues for the coming quarter and $29.92 on $79.12 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, Aerospace - Defense is currently in the top 31% 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, StandardAero, Inc. (SARO - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This company is expected to post quarterly earnings of $0.35 per share in its upcoming report, which represents a year-over-year change of +75%. The consensus EPS estimate for the quarter has been revised 2.9% higher over the last 30 days to the current level.
StandardAero, Inc.'s revenues are expected to be $1.58 billion, up 3.1% from the year-ago quarter.
COLUMBUS, Ind.--(BUSINESS WIRE)--Cummins Inc. (NYSE: CMI) today announced updates to its Model Year 2027 North American on-highway product launch plans following its review of the U.S. Environmental Protection Agency's recently proposed changes to upcoming emissions regulations. Based on the proposed rule, Cummins intends to use the implementation flexibilities outlined by EPA to support a measured transition to its new HELM™ engine platforms. The approach is designed to maintain regulatory com.
Pre-Market Stock Futures: Futures are trading lower as more big earnings excitement ran into rising oil prices and geopolitical worries. When the final bell rang on Wednesday, all of the major indices finished the day lower, except the Dow Jones Industrial Average, which essientially closed flat at 52,239. The other three indices closed lower, with the small-cap Russell 2000 taking the biggest hit, closing down 1% at 2,957. At the same time, the tech-heavy Nasdaq finished the session at 25,690, down 0.57%. The S&P 500 closed the day at 7,498, down just 0.14%. The big news after the close was the second-quarter earnings from technology giant Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction), and while they blew past analysts’ estimates, the shares were under pressure in the after-market, and are trading lower this morning in the pre-market action.
Treasury Bonds: The song remains the same in the Treasury complex, as yields were higher across the entire curve once again, and the same reasons for the weakness persist. Higher oil prices are fueling worries about a resurgence of inflation, which took a summer holiday in June and looks set to return when the July inflation numbers come out in the month. The 30-year long bond closed the session at 5.15%, while the ten-year note closed at 4.66%. BTIG pointed out yesterday that 4.65% was a key area for the benchmark bond, and a “decisive close above that level could trigger a move higher”. Investors looking to buy the 10-year should focus on the 4.75% level.
Oil and Gas: In what is becoming a daily story, oil prices moved higher once again. Despite assurances from Secretary of State Rubio that tankers will be able to pass, buyers continue to launch bullish energy bets. When the dust settled on Wednesday, Brent Crude was up 3.05% at $93.79, while West Texas Intermediate finished the day at $86.44, higher by 2.49%. Natural gas joined in, and was last seen at $2.95, up 2.79%.
Gold: Geopolitical worries and rising yields were all it took to keep precious metals on their recent upward trend, where prices hit a 2-week high on Wednesday. Some traders pointed to next week’s meeting of the Federal Reserve governors and said that some of the move higher is positioning ahead of it. Gold closed Wednesday’s session at $4,134, up 1.38%, while Silver closed at $59.62, up 1.68%.
Crypto: The global cryptocurrency market ended slightly lower on Wednesday, with total market capitalization holding steady around $2.24 trillion. Bitcoin traded near $65,900 after climbing to an intraday high of $67,000 earlier in the session. The mild pullback appeared driven mainly by investors locking in profits, alongside a broader shift toward safe-haven assets. Rising crude oil prices and escalating tensions in the Middle East added to the cautious sentiment across risk assets. At 8 AM EDT, Bitcoin was trading at $65,520, while Ethereum was quoted at $1,926.
24/7 Wall St. reviews dozens of analyst research reports every day to identify fresh investment ideas for investors and traders alike. These daily analyst notes include recommendations on stocks to buy, sell, or avoid, as well as new coverage initiations. I would like to remind you that no single analyst report should ever be the sole basis for buying or selling a stock.
Here are some of the top Wall Street analyst upgrades, downgrades, and initiations seen on Thursday, July 23, 2026.
Upgrades: Ameren (NYSE: AEE) was upgraded to Overweight from Sector Weight at KeryBanc, with a $122 target price. AT&T (NYSE: T) was upgraded to Outperform from Peer Perform at Wolfe Research, with a $29 target price. Duke Energy (NYSE: DUK) was raised to Overweight from Sector Weight at KeyBanc, with a $139 target price objective. JPMorgan Chase & Company (NYSE: JPM) was upgraded to Buy from Hold at Deutsche Bank, which moved the target price to $375 from $345. Verisk Analytics (NASDAQ: VRSK) was upgraded to Buy from Hold at Jefferies, which raised the target price on the shares to $235 from $192. Downgrades: Pegasystems (NASDAQ: PEGA) was downgraded to Loop Capital, which slashed the target price to $25 from $55. PNC Financial Services Group (NYSE: PNC) was downgraded to Hold from Buy at Deutsche Bank, with a $265 price target. Northern Trust (NASDAQ: NTRS) was downgraded to Sector Perform from Outperform at RBC Capital, with a $178 target price. Norwegian Cruise Line Holdings (NYSE: NCLH) was downgraded to Hold from Buy at Truist Financial, with a $20 target price. Southern Company (NYSE: SO) was cut to Underweight from Sector Weight at KeyBanc, with a $79 target price. Initiations: Applied Digital (NASDAQ: APLD) was initiated with an Equal Weight at Morgan Stanley, with a $36.50 target price. Autodesk (NASDAQ: ADSK) was initiated with a Buy rating at Guggenheim, with a $245 target price.
Exxon Mobil (NYSE: XOM) was assumed with a Neutral rating at Piper Sandler, which has a $158 target for the integrated oil giant. LiveNation Entertainment (NYSE: LYV) was initiated with a Buy rating at BTIG, with a $215 target price. Tyler Technologies (NYSE: TYL) was started with a Buy rating at Guggenheim, which has a $440 target price for the stock. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and JPMorgan Chase didn't make the cut. Grab the names FREE today.
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IRVINE, Calif., July 23, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), a global leader in high-performance analog and mixed-signal semiconductors, today introduced the SKY6911x/2x family of NetSync™ network synchronizers for AI data center and other time-sensitive, high-speed communications infrastructure. This new family of devices combines network synchronization features, including IEEE 1588 Precision Time Protocol (PTP) support, ITU-T compliant Synchronous Ethernet wander filtering, and the ability to lock to GNSS receiver clock outputs, with ultra-low jitter clock generation supporting 224G/448G SerDes interfaces enabling 800G and 1.6T networking platforms.
“Modern network infrastructure requires precise timing and support for increasing data speeds,” said James Wilson, vice president and general manager for timing at Skyworks. “Our latest NetSync devices bring these capabilities together to help customers significantly reduce system complexity, simplify product development and accelerate complex system integration. These benefits are increasingly important in fast-moving markets, such as scale-across networking in AI data center infrastructure.”
Integrated Synchronization, Clocking and Software
Traditional timing architecture often requires separate hardware devices for synchronization and jitter attenuation, along with third-party software, to implement a complete synchronization solution. In contrast, Skyworks’ SKY6911x/2x NetSync family integrates these functions into a single IC. Working seamlessly with Skyworks’ AccuTime™ synchronization software, the SKY6911x/2x enables system designers to optimize synchronization designs for performance, power consumption, and PCB footprint, greatly reducing the hardware and software design effort required to support synchronization in telecommunications infrastructure, data centers, AI systems and broadcast video production facilities.
Key capabilities include:
Ultra-low jitter: Supports direct clocking of high-speed serial links, including 224 and 448 Gbps based SerDes.Flexible architecture: Leverages Skyworks’ proven DSPLL® and MultiSynth™ technologies, simplifying reconfigurability to support different topologies and address varying system architectures and requirements.Standards-based synchronization: The combination of NetSync and AccuTime supports physical layer clock standards such as Synchronous Ethernet, along with IEEE 1588 PTP packet-based timing for a diverse set of applications, including telecommunications, AI data center synchronization and video production genlock.Enhanced time-of-day support: High-resolution time-of-day counters and timestamping, combined with flexible encoding protocols and multiple physical-layer options, allow seamless time-of-day interconnection to many third-party clocks, switches and PHYs, as well as supporting time distribution over existing backplane designs.AccuTime enabled: NetSync devices are supported by Skyworks’ AccuTime synchronization software, which enhances system functionality and value, while reducing time to market, by incorporating the software-layer aspects of a modern synchronization solution: A full IEEE 1588 (PTP) stack supporting common PTP profiles across multiple industriesA highly advanced time-recovery servo to allow accurate time alignment to be achieved over even the noisiest of networksAn advanced sync manager allowing autonomous selection and fusion across multiple time and frequency sources – packet timing, physical layer clocks, local GNSS & central-office frequency supplyInterworking with oscillator-vendor provided software to implement an extended TCXO/OCXO holdover capability, enabling enhanced performance while reducing overall system costsAccuTime Assistant GUI to simplify software configuration, bring-up and system debug Availability
The full-featured SKY69115 (general purpose network synchronizer), SKY69110 (centralized network synchronizer with ToD) and SKY69120 (line card network synchronizer with ToD) BGA-based devices are available now.
The smaller form factor SKY69116 (general purpose network synchronizer), SKY69112 (centralized network synchronizer with ToD) and SKY69122 (line card network synchronizer with ToD) QFN-based devices are expected to be available in early 2027.
For more information, please visit www.skyworksinc.com.
About Skyworks
Skyworks Solutions, Inc. is empowering the wireless networking revolution. We are a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet and wearables.
Skyworks is a global company with engineering, marketing, operations, sales and support facilities located throughout Asia, Europe and North America and is a member of the S&P 500® market index (Nasdaq: SWKS). For more information, please visit Skyworks’ website: www.skyworksinc.com.
Safe Harbor Statement
Any forward-looking statements contained in this press release are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include without limitation information relating to future events, results and expectations of Skyworks. Forward-looking statements can often be identified by words such as “anticipates,” “expects,” “forecasts,” “intends,” “believes,” “plans,” “may,” “will” or “continue,” and similar expressions and variations or negatives of these words. Actual events and/or results may differ materially and adversely from such forward-looking statements as a result of certain risks and uncertainties including, but not limited to, our ability to timely and accurately predict market requirements and evolving industry standards and to identify opportunities in new markets; our ability to develop, manufacture, and market innovative products and avoid product obsolescence; our ability to compete in the marketplace and achieve market acceptance of our products; the level of widespread deployment or adoption of commercial 5G networks, AI and other new technologies; the availability and pricing of third-party semiconductor foundry, assembly and test capacity, raw materials and supplier components; the quality of our products; our products’ ability to perform under stringent operating conditions; and other risks and uncertainties identified in the “Risk Factors” section of Skyworks' most recent Annual Report on Form 10-K (and/or Quarterly Report on Form 10-Q) as filed with the Securities and Exchange Commission (“SEC”). Copies of Skyworks' SEC filings can be obtained, free of charge, on Skyworks' website (www.skyworksinc.com) or at the SEC's website (www.sec.gov). Any forward-looking statements contained in this press release are made only as of the date hereof, and we undertake no obligation to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise.
Note to Editors: NetSync™, AccuTime™, DSPLL® and MultiSynth™, Skyworks and the Skyworks symbol are trademarks or registered trademarks of Skyworks Solutions, Inc., or its subsidiaries in the United States and other countries. Third-party brands and names are for identification purposes only and are the property of their respective owners.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/9641c317-1866-4d69-8c89-1ad4a2170c85
Baader Bank Aktiengesellschaft decreased its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 76.2% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,250 shares of the network technology company’s stock after selling 7,206 shares during the quarter. Baader Bank Aktiengesellschaft’s holdings in Palo Alto Networks were worth $361,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently made changes to their positions in PANW. Norges Bank acquired a new position in Palo Alto Networks during the fourth quarter worth $1,415,364,000. Vanguard Group Inc. lifted its stake in Palo Alto Networks by 4.1% in the fourth quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock valued at $12,512,533,000 after acquiring an additional 2,659,100 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. lifted its stake in Palo Alto Networks by 1,665.1% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 2,761,909 shares of the network technology company’s stock valued at $442,788,000 after acquiring an additional 2,605,433 shares during the last quarter. Bank of America Corp DE grew its position in shares of Palo Alto Networks by 11.9% in the 4th quarter. Bank of America Corp DE now owns 19,375,486 shares of the network technology company’s stock valued at $3,568,964,000 after acquiring an additional 2,065,776 shares during the period. Finally, Employees Provident Fund Board bought a new position in shares of Palo Alto Networks in the 4th quarter valued at about $281,542,000. Institutional investors own 79.82% of the company’s stock.
Trending Headlines about Palo Alto Networks Here are the key news stories impacting Palo Alto Networks this week:
Positive Sentiment: Analysts and commentators continue to highlight Palo Alto Networks as a key beneficiary of rising AI-driven cybersecurity spending, with Morgan Stanley saying sentiment on software stocks may be too negative and Barron’s arguing PANW could be a major winner in the new AI era. Article: Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative’ on Software Stocks. These Are Their Picks Positive Sentiment: Market watchers are also pointing to broader enterprise demand for cybersecurity as AI agents proliferate, which could support future security product spending and reinforce PANW’s growth narrative. Article: Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity’s Share of Enterprise Spending Positive Sentiment: Palo Alto Networks announced it will acquire Embrace to extend its observability platform with Real User Monitoring and Synthetics, a move aimed at improving digital experience monitoring and AI-driven operations. Investors may see this as an expansion into a higher-value adjacent market. Article: Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring Neutral Sentiment: Another brief note flagged PANW as a cybersecurity stock to follow, but did not add any new catalyst beyond the broader sector interest. Article: Cybersecurity Stocks To Follow Now – July 20th Negative Sentiment: Despite the upbeat long-term themes, one article noted PANW had slipped intraday, suggesting some investors are still taking profits or reacting to overall software sector weakness. Article: Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick Palo Alto Networks Price Performance Palo Alto Networks stock opened at $335.28 on Thursday. The firm has a market cap of $273.25 billion, a PE ratio of 274.82, a price-to-earnings-growth ratio of 12.70 and a beta of 0.91. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The stock’s fifty day moving average price is $297.43 and its two-hundred day moving average price is $215.80. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $368.80.
Palo Alto Networks (NASDAQ:PANW – Get Free Report) last released its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The firm had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company’s revenue was up 31.1% compared to the same quarter last year. During the same period in the prior year, the company posted $0.37 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. As a group, research analysts expect that Palo Alto Networks, Inc. will post 2.03 EPS for the current fiscal year.
Insider Buying and Selling at Palo Alto Networks In other Palo Alto Networks news, Director Helle Thorning-Schmidt sold 700 shares of the stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total transaction of $242,795.00. Following the sale, the director directly owned 5,898 shares in the company, valued at $2,045,721.30. This represents a 10.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CAO Josh D. Paul sold 900 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total transaction of $310,500.00. Following the completion of the transaction, the chief accounting officer directly owned 79,644 shares in the company, valued at approximately $27,477,180. This represents a 1.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 101,239 shares of company stock valued at $27,174,360 over the last three months. 1.40% of the stock is owned by insiders.
Wall Street Analyst Weigh In A number of brokerages have recently issued reports on PANW. Robert W. Baird set a $320.00 target price on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Evercore reiterated an “outperform” rating and set a $415.00 price target on shares of Palo Alto Networks in a report on Wednesday, July 8th. DA Davidson boosted their price target on Palo Alto Networks from $190.00 to $345.00 and gave the stock a “buy” rating in a research report on Wednesday, June 3rd. Weiss Ratings lowered Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a research note on Thursday, June 4th. Finally, Wells Fargo & Company raised their price objective on Palo Alto Networks from $325.00 to $420.00 and gave the company an “overweight” rating in a research report on Wednesday, July 1st. One research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $331.48.
Check Out Our Latest Stock Analysis on Palo Alto Networks
Palo Alto Networks Profile (Free Report)
Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.
The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.
See Also Five stocks we like better than Palo Alto Networks Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play
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Aureus Asset Management LLC grew its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 267.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,404 shares of the network technology company’s stock after acquiring an additional 6,114 shares during the period. Aureus Asset Management LLC’s holdings in Palo Alto Networks were worth $1,347,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also modified their holdings of the company. Norges Bank acquired a new position in shares of Palo Alto Networks during the 4th quarter worth $1,415,364,000. Vanguard Group Inc. lifted its stake in Palo Alto Networks by 4.1% in the 4th quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock valued at $12,512,533,000 after buying an additional 2,659,100 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. lifted its stake in Palo Alto Networks by 1,665.1% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 2,761,909 shares of the network technology company’s stock valued at $442,788,000 after buying an additional 2,605,433 shares in the last quarter. Bank of America Corp DE grew its holdings in Palo Alto Networks by 11.9% during the 4th quarter. Bank of America Corp DE now owns 19,375,486 shares of the network technology company’s stock valued at $3,568,964,000 after buying an additional 2,065,776 shares during the last quarter. Finally, Employees Provident Fund Board acquired a new stake in Palo Alto Networks during the 4th quarter valued at $281,542,000. Institutional investors and hedge funds own 79.82% of the company’s stock.
Wall Street Analysts Forecast Growth A number of equities analysts have recently weighed in on PANW shares. Weiss Ratings cut Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, June 4th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $330.00 price objective on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Wedbush lifted their price objective on Palo Alto Networks from $300.00 to $340.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 3rd. Loop Capital boosted their target price on shares of Palo Alto Networks from $160.00 to $290.00 and gave the company a “hold” rating in a research note on Wednesday, June 3rd. Finally, Mizuho upped their target price on shares of Palo Alto Networks from $265.00 to $305.00 and gave the company an “outperform” rating in a report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $331.48.
Read Our Latest Report on PANW
Insider Buying and Selling at Palo Alto Networks In related news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the completion of the sale, the executive vice president directly owned 145,250 shares of the company’s stock, valued at approximately $42,058,590. This represents a 3.33% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director James J. Goetz sold 20,000 shares of the stock in a transaction on Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the completion of the sale, the director owned 20,000 shares of the company’s stock, valued at approximately $5,598,000. This represents a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 101,239 shares of company stock worth $27,174,360. Corporate insiders own 1.40% of the company’s stock.
Key Headlines Impacting Palo Alto Networks Here are the key news stories impacting Palo Alto Networks this week:
Positive Sentiment: Analysts and commentators continue to highlight Palo Alto Networks as a key beneficiary of rising AI-driven cybersecurity spending, with Morgan Stanley saying sentiment on software stocks may be too negative and Barron’s arguing PANW could be a major winner in the new AI era. Article: Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative’ on Software Stocks. These Are Their Picks Positive Sentiment: Market watchers are also pointing to broader enterprise demand for cybersecurity as AI agents proliferate, which could support future security product spending and reinforce PANW’s growth narrative. Article: Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity’s Share of Enterprise Spending Positive Sentiment: Palo Alto Networks announced it will acquire Embrace to extend its observability platform with Real User Monitoring and Synthetics, a move aimed at improving digital experience monitoring and AI-driven operations. Investors may see this as an expansion into a higher-value adjacent market. Article: Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring Neutral Sentiment: Another brief note flagged PANW as a cybersecurity stock to follow, but did not add any new catalyst beyond the broader sector interest. Article: Cybersecurity Stocks To Follow Now – July 20th Negative Sentiment: Despite the upbeat long-term themes, one article noted PANW had slipped intraday, suggesting some investors are still taking profits or reacting to overall software sector weakness. Article: Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick Palo Alto Networks Trading Down 2.0% PANW stock opened at $335.28 on Thursday. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The company has a market cap of $273.25 billion, a price-to-earnings ratio of 274.82, a PEG ratio of 12.70 and a beta of 0.91. The business has a fifty day simple moving average of $297.43 and a 200-day simple moving average of $215.80. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $368.80.
Palo Alto Networks (NASDAQ:PANW – Get Free Report) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The firm had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The firm’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same quarter last year, the firm earned $0.37 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. On average, equities research analysts expect that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.
Palo Alto Networks Company Profile (Free Report)
Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.
The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.
See Also Five stocks we like better than Palo Alto Networks Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding PANW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report).
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B&D White Capital Company LLC bought a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 2,200 shares of the network technology company’s stock, valued at approximately $353,000.
A number of other hedge funds and other institutional investors have also modified their holdings of PANW. Darwin Wealth Management LLC acquired a new position in shares of Palo Alto Networks in the 2nd quarter valued at approximately $25,000. Steph & Co. increased its stake in shares of Palo Alto Networks by 88.2% in the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after buying an additional 67 shares during the last quarter. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks in the fourth quarter worth $26,000. Sittner & Nelson LLC raised its holdings in Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 62 shares in the last quarter. Finally, Luken Investment Analytics LLC raised its holdings in Palo Alto Networks by 196.2% in the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after acquiring an additional 102 shares in the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting Palo Alto Networks Here are the key news stories impacting Palo Alto Networks this week:
Positive Sentiment: Analysts and commentators continue to highlight Palo Alto Networks as a key beneficiary of rising AI-driven cybersecurity spending, with Morgan Stanley saying sentiment on software stocks may be too negative and Barron’s arguing PANW could be a major winner in the new AI era. Article: Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative’ on Software Stocks. These Are Their Picks Positive Sentiment: Market watchers are also pointing to broader enterprise demand for cybersecurity as AI agents proliferate, which could support future security product spending and reinforce PANW’s growth narrative. Article: Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity’s Share of Enterprise Spending Positive Sentiment: Palo Alto Networks announced it will acquire Embrace to extend its observability platform with Real User Monitoring and Synthetics, a move aimed at improving digital experience monitoring and AI-driven operations. Investors may see this as an expansion into a higher-value adjacent market. Article: Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring Neutral Sentiment: Another brief note flagged PANW as a cybersecurity stock to follow, but did not add any new catalyst beyond the broader sector interest. Article: Cybersecurity Stocks To Follow Now – July 20th Negative Sentiment: Despite the upbeat long-term themes, one article noted PANW had slipped intraday, suggesting some investors are still taking profits or reacting to overall software sector weakness. Article: Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick Wall Street Analyst Weigh In Several research analysts have weighed in on PANW shares. Stephens raised their price objective on shares of Palo Alto Networks from $180.00 to $300.00 and gave the stock an “equal weight” rating in a report on Wednesday, June 3rd. BTIG Research increased their price target on shares of Palo Alto Networks from $333.00 to $380.00 and gave the stock a “buy” rating in a research report on Tuesday, June 30th. BNP Paribas Exane lifted their price target on Palo Alto Networks from $330.00 to $380.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 1st. Jefferies Financial Group set a $335.00 price objective on Palo Alto Networks and gave the company a “buy” rating in a report on Wednesday, June 3rd. Finally, Oppenheimer upped their price objective on Palo Alto Networks from $275.00 to $350.00 and gave the company an “outperform” rating in a research note on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Palo Alto Networks currently has an average rating of “Moderate Buy” and a consensus price target of $331.48.
Get Our Latest Research Report on PANW
Palo Alto Networks Trading Down 2.0% NASDAQ PANW opened at $335.28 on Thursday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $368.80. The company has a 50-day simple moving average of $297.43 and a 200-day simple moving average of $215.80. The firm has a market capitalization of $273.25 billion, a PE ratio of 274.82, a price-to-earnings-growth ratio of 12.70 and a beta of 0.91.
Palo Alto Networks (NASDAQ:PANW – Get Free Report) last released its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. During the same quarter in the prior year, the business earned $0.37 earnings per share. Palo Alto Networks’s quarterly revenue was up 31.1% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. On average, equities analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current year.
Insider Activity In other Palo Alto Networks news, Director John P. Key sold 7,500 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $279.24, for a total value of $2,094,300.00. Following the sale, the director directly owned 12,500 shares in the company, valued at approximately $3,490,500. This trade represents a 37.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CAO Josh D. Paul sold 1,100 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $285.08, for a total transaction of $313,588.00. Following the transaction, the chief accounting officer directly owned 81,636 shares of the company’s stock, valued at approximately $23,272,790.88. This trade represents a 1.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 101,239 shares of company stock worth $27,174,360 over the last 90 days. Insiders own 1.40% of the company’s stock.
Palo Alto Networks Company Profile (Free Report)
Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.
The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.
Read More Five stocks we like better than Palo Alto Networks Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding PANW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report).
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, /PRNewswire/ -- National shareholder rights firm Hagens Berman alerts investors in Roblox Corporation (NYSE: RBLX) that the alleged class period in the ongoing securities class action litigation has been expanded. A new lawsuit now covers investors who purchased or otherwise acquired Roblox common stock between October 31, 2024 through April 30, 2026, inclusive.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Class Period: Oct. 31, 2024 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected]
844-916-0895
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox's disclosures about its commitment toward protecting the safety of young users of its platform and the recent the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
During the Class Period, Roblox and its senior management have assured investors that "safety would be paramount[,]" "building safety into our products has been a huge effort[,]" and "[o]ur approach to safety includes multiple proactive measures as well as parental controls[.]" They have also emphasized that "b]ecause our Platform includes children aged 5 and over, our safety and civility policies are purpose-built to be strict."
Investors slowly learned the truth through a series of disclosures beginning on October 30, 2025. That day, the Company revealed that it would be instituting enhanced age verification technology globally beginning in January 2026. On this news, the price of the Company's common stock declined 16% from $133.74 per share to $113.00 per share, wiping out $13 billion in market value.
Then, on April 30, 2026, Roblox revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%, investors glimpsed what was really going on.
Roblox said just 51% of its global DAUs age checked and also said that "as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores." Roblox also said its lowered prospects are the result of "continued friction" resulting from the age-check rollout.
"We're focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.
If you'd like more information and answers to other frequently asked questions about the Roblox case and the firm's investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected] .
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
NEW YORK, July 23, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP announces that a shareholder has filed a securities class action lawsuit on behalf of investors (the “Class”) who purchased or acquired the common stock of Roblox Corporation (“Roblox” or the “Company”) (NYSE: RBLX) between October 31, 2024 and April 30, 2026, inclusive.
Should You Join The Roblox Corporation Class Action Lawsuit:
Do you, or did you, own shares of Roblox Corporation (NYSE: RBLX)?Did you purchase your shares between October 31, 2024 and April 30, 2026, inclusive?Did you lose money in your investment in Roblox Corporation?
What To Do Next:
Investors are encouraged to act promptly and submit a form at Roblox Corporation Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by August 7, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Roblox common stock traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
AI-driven, client-ready material creation will be available in Capital IQ Pro through strategic partnership with Farsight.
, /PRNewswire/ -- S&P Global Market Intelligence, a division of S&P Global (NYSE: SPGI), today announced a powerful new AI-driven capability that enables bankers and investors to accelerate the creation of client-ready materials directly within S&P Global's Capital IQ Pro platform. The capability will be delivered later this year through a strategic partnership with, and minority investment in, Farsight, a platform for client-ready financial deliverables that produces pitch decks, confidential information memoranda (CIMs) and valuation materials built to each firm's own judgments, prior work templates and standards.
This launch advances the strategic priorities of the newly formed Kensho Data & Platforms, which brings together world-class client interfaces, including Capital IQ Pro, to deliver an AI-native user experience and accelerate the rollout of skills and applications that make proprietary intelligence easier to access, connect and act on.
S&P Global Market Intelligence will offer the new capability as an add-on to Capital IQ Pro, allowing customers the ability to enhance their experience and drive efficiencies in their workflows, using the AI-powered tool combined with trusted data from Capital IQ Pro. The capability draws on a firm's previous deliverables and proprietary templates to generate highly tailored, client-ready deliverables, including pitch decks, CIMs, valuation materials and more. This enables clients to accelerate document preparation while maintaining firm-specific quality standards.
"As AI transforms how intelligence is consumed and acted upon, our customers need trusted, connected, essential intelligence that brings context and conviction to decision-making," said Sally Moore, Chief Client Officer and Co-Head of Market Intelligence, Kensho Data & Platforms. "This new capability is a powerful example of how we are evolving Capital IQ Pro to deliver differentiated, AI-native workflow experiences directly to our customers. By combining our trusted data with tailored, client-ready deliverable creation, and by investing in and aligning with best-in-class AI enablers like Farsight, we are helping our clients move from insight to action with speed and confidence."
"The industry has spent years competing on access to data. The next frontier is helping firms turn that data into client-ready work that reflects how they think, advise and make decisions," said Samir Dutta, CEO of Farsight. "This partnership brings together S&P Global Market Intelligence's essential intelligence with Farsight's ability to embed a firm's own judgment, standards and expertise into every deliverable."
The minority investment deepens S&P Global's alliance with Farsight and underscores its commitment to advancing innovative, AI-powered finance workflows that empower bankers and investors to work more efficiently. It also builds on S&P Global Market Intelligence's recently announced operating model, designed to pair its unmatched breadth and depth of data and deep domain expertise with more integrated AI-powered tools, workflows and experiences.
Operated within S&P Global's Market Intelligence division, S&P Capital IQ Pro offers deep financial data, proprietary research and analysis on global markets, companies and industries.
To learn more about Artificial Intelligence at S&P Global, please visit here.
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global enables businesses, governments, and individuals with trusted data, expertise, and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively, and thrive in a rapidly changing global landscape. Learn more at www.spglobal.com/marketintelligence
Annaly Capital Management is rated a Strong Buy for its 13.38% dividend yield and significant capital appreciation potential by 2030. NLY's diversified REIT model, resilient through multiple economic cycles, benefits from agency MBS, MSR, and residential credit strategies with yields up to 16%. I expect falling interest rates to expand NLY's net interest margin, driving both dividend growth and share price appreciation toward a $40 target by 2030.
Index Dow Jones -0,69 % na 51857,39 b., S&P 500 -0,76 % na 7441,85 b., Nasdaq Composite -1,49 % na 25308,58 b.
Index S&P 500 na začátku obchodování oslabuje, když obavy z neustále rostoucích výdajů na umělou inteligenci převážily nad jinak silnými hospodářskými výsledky společnosti Alphabet.
Technologická konglomerát Alphabet (-6,3 %) zveřejnil výsledky hospodaření za druhý kvartál roku 2026. Trhy zaujaly především výsledky Google Cloud, jehož výnosy meziročně vzrostly o 82 %. Nicméně rostoucí poptávka po cloudových službách a umělé inteligenci má za následek růst kapitálových výdajů, které jsou v tomto roce projektovány v rozmezí 195-205 mld. USD. Volné hotovostní toky poprvé v historii dosáhly záporných hodnot, a to 5,9 mld. USD.
Akcie Tesla padají o 11 %. Výrobce elektromobilů zveřejnil hospodářské výsledky za druhé čtvrtletí roku 2026, ve kterém zisk na akcii zaostal za průměrným odhadem analytiků, zatímco tržby odhady překonaly. Analytici zároveň upozorňují, že může trvat déle, než se výdaje do segmentu fyzické AI (robotika, autonomní vozidla) promítnou do výnosů a zisků firmy.
Výsledky zveřejnily rovněž například IT společnost IBM (-1,9 %), softwarová společnost ServiceNow (+0,1 %) či letecký a obranný koncern RTX (+7,9 %).
Index S&P 500 -0,76 % na 7441,85 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Průmysl +2 % Komunikační služby -4,3 % Energie +1,7 % Zbytná spotřeba -3,6 % Zdravotní péče +0,8 % Nezbytná spotřeba -0,9 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna United Rentals (URI) +12 % Rollins (ROL) -13 % Lockheed Martin Corp (LMT) +10,0 % Tesla (TSLA) -11 % Thermo Fisher Scientific (TMO) +10,0 % T-Mobile US (TMUS) -7,5 % Quest Diagnostics (DGX) +9,6 % Dover Corp (DOV) -6,7 % Allegion (ALLE) +8,1 % Alphabet (GOOG) -6,0 % Zdroj: Bloomberg
Společnost CSG oznámila, že v souvislosti se vstupem na burzu (IPO) a zvýšením svého úvěrového ratingu zajistila refinancování části seniorních úvěrů formou nového syndikovaného úvěru v objemu až 3,062 mld. EUR.
Nová dluhová struktura podle společnosti omezuje riziko koncentrace refinancování v roce 2029 a prodlužuje splatnost seniorního dluhu až na šest let. Díky novému a navýšenému revolvingovému úvěrovému rámci společnost zároveň získává výrazně vyšší flexibilitu při financování provozního kapitálu.
Transakce zaznamenala na trhu silnou poptávku a společnosti přináší snížení úrokových nákladů o 125 až 150 bazických bodů oproti předchozím syndikovaným úvěrům.
Objem čerpaných prostředků z nové úvěrové struktury zůstane při dokončení transakce na stejné úrovni jako u původní struktury, tedy na hodnotě přibližně 1,7 mld. EUR. Společnost zároveň potvrdila svůj výhled zadlužení pro fiskální rok 2026, ve kterém počítá s poměrem čistého dluhu k zisku EBITDA pod úrovní 1,3×.
Nová dluhová struktura Plně komitovaný syndikovaný úvěr v celkové výši až 3,062 mld. EUR (2,867 mld. EUR a 225 mil. USD), který zahrnuje:
TLB ve výši 717 mil. EUR, se splatností 22. listopadu 2029, jednorázově splatný při konečné splatnosti (bullet). TLC ve výši 850 mil. EUR, se splatností 6 let od data uzavření transakce, jednorázově splatný při konečné splatnosti (bullet). Revolvingovou úvěrovou linku (Revolving Credit Facility) se dvěma tranšemi (až 1,3 mld. EUR a až 225 mil. USD) se splatností 3 roky od data uzavření transakce s možností prodloužení. Předchozí dluhová struktura Dva syndikované seniorní úvěry (až 1,545 mld. EUR a až 600 mil. EUR), oba se splatností 22. listopadu 2029, s celkovým čerpáním přibližně 1,7 mld. EUR. Akcie CSG Akcie CSG (BAACSG) dnes na pražské burze klesají o 0,05 % na 392,8 Kč, na RM-SYSTÉMu pak posilují o 1 % na 393 Kč.
PHOENIX--(BUSINESS WIRE)--Freeport (NYSE: FCX) today announced that it has posted its second-quarter and six-month 2026 financial and operating results press release on the Investor Relations page of its website at https://investors.fcx.com/investors/news-releases. As previously indicated on its website, FCX will host a conference call today with securities analysts at 10:00 a.m. Eastern Time to discuss quarterly and six-month results. The conference call will be webcast on the Internet along w.
Freeport-McMoRan Inc (FCX) released its 8-K filing on July 23, 2026, detailing its financial performance for the second quarter of 2026. The company, a powerhou
Artificial intelligence (AI) isn't the only catalyst powering the broader market to new heights. Investor euphoria for high-profile stock splits has also provided a tailwind for Wall Street.
Though stock splits come in two varieties (forward and reverse), investors have flocked to companies undertaking forward splits, which make shares more nominally affordable for retail investors. AI cybersecurity solutions provider CrowdStrike Holdings (CRWD -1.16%) became the latest high-flying company to split its shares three weeks ago. But something even more "magnificent" may be waiting in the wings, courtesy of Meta Platforms (META -2.45%).
Image source: Getty Images.
CrowdStrike keeps stock-split euphoria rolling in 2026 In early June, CrowdStrike's board announced the company's first-ever stock split: a 4-for-1 forward split set to take place after the close of trading on July 1.
Like most forward splits, CrowdStrike was attempting to accommodate everyday investors who aren't able to purchase fractional shares through their broker. But its split was about far more than making its shares more nominally affordable. It was evidence that the company's AI-powered cybersecurity strategy is firing on all cylinders.
-- Fiscal.ai (@fiscal_ai) June 4, 2026 CrowdStrike's Falcon security platform is considerably nimbler than on-premises security solutions, resulting in faster detection and response to potential threats. Though its software-as-a-service solutions aren't the cheapest, CrowdStrike's gross retention rate has been planted in the high-90% range.
Furthermore, CrowdStrike has demonstrated that it's mastered the add-on sale. More than half of its clients had purchased at least six cloud modules as of the end of the fiscal first quarter (April 30), with 25% buying eight or more. Juicy subscription software margins have propelled CrowdStrike's stock to an all-time high.
Image source: Getty Images.
The logical case for a Meta Platforms stock split Social media titan Meta Platforms is the only member of the "Magnificent Seven" that's never conducted a stock split. But with its shares hovering between roughly $500 and $800 over the trailing two years, it's fair to question if its nominally high share price has become a hindrance to some retail investors.
As of mid-July, nearly 29% of the company's outstanding shares were held by everyday investors. Though CEO Mark Zuckerberg is the largest shareholder and decision-maker, 29% is a relatively large retail investor presence. If shares become more nominally affordable, Zuckerberg can likely count on more retail investors piling in.
Today's Change
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Additionally, a stock split might put Meta Platforms on the S&P Dow Jones Indices' radar for future inclusion in the Dow Jones Industrial Average (^DJI -0.94%). Although the Dow is a share-price-weighted index, Meta's nearly $650 current share price may be a bit much. A 2-for-1 or 3-for-1 split would make it ideal for future inclusion in one of Wall Street's most prominent health barometers.
Lastly, but perhaps most importantly, Meta's operating trajectory suggests its share price will head even higher. The company's social media assets are commanding exceptional ad pricing power, fueled in part by the integration of generative AI into Meta's advertising platforms. Meanwhile, Zuckerberg's company is rapidly expanding its AI data center infrastructure and planning to lease some of its compute capacity.
All signs point to Meta Platforms as the next logical stock-split stock on Wall Street.
Issued on behalf of MindWalk Holdings Corp. (Nasdaq: HYFT)
USA News Group News Commentary
, /PRNewswire/ -- For years, the promise of artificial intelligence in drug discovery has been easy to describe and hard to monetize. Plenty of companies can talk about accelerating the search for new medicines; far fewer can point to real revenue, real clients, and a business model that compounds. One small-cap AI biotech just put a set of numbers behind its version of that story, and they show a company whose pivot is starting to appear in its financials rather than only in its slide decks.
The company reported full-year results that pair a sharp revenue increase with a dramatically narrower loss, and, for the first time, contracted recurring platform revenue. Taken together, the report is the clearest evidence yet of the shift it has been promising: from one-off project work toward a durable, recurring software business.
Key Takeaways
MindWalk Holdings Corp. (NASDAQ: HYFT) reported fiscal 2026 revenue up 46% to C$15.6 million, with gross margin expanding to roughly 59% and the net loss for the year narrowing by more than half.
The company signed its first two contracted, recurring enterprise LensAI™ agreements during the year, the first recurring platform revenue in its history, and regained Nasdaq listing compliance without a reverse split or dilutive financing.
The broader AI-platform and computational-biology field includes Schrödinger (NASDAQ: SDGR), AbCellera Biologics (NASDAQ: ABCL), Relay Therapeutics (NASDAQ: RLAY), and Certara (NASDAQ: CERT), each pursuing its own model for turning software and data into durable revenue.
The Numbers Behind the Pivot
MindWalk Holdings Corp. (Nasdaq: HYFT), a Bio-Native AI company focused on drug discovery, reported financial results for the fiscal year ended April 30, 2026. Revenue rose 46% year over year to C$15.6 million, up from C$10.6 million a year earlier, while gross profit grew about 60% to C$9.1 million and gross margin expanded to 58.8% from 53.9%. The company reported these as preliminary results ahead of the filing of its Annual Report on Form 20-F, and all figures are in Canadian dollars.
Just as striking as the top line was the bottom line. Total operating expenses fell about 44% to C$24.1 million from C$42.6 million, a decline the company attributed primarily to the non-recurrence of roughly C$22.7 million of prior-year non-cash amortization and impairment of intangible assets and goodwill. Net loss from continuing operations narrowed to C$15.1 million from C$33.1 million, and net loss for the year narrowed to C$13.9 million from C$30.2 million, an improvement of more than half. Loss per share from continuing operations improved to C$0.33 from C$0.99. The company ended the year with C$11.5 million in cash and restricted cash.
In the fourth quarter, revenue rose 50% to C$4.1 million from C$2.7 million a year earlier, with gross margin of roughly 60.6%, capping four consecutive quarters of year-over-year revenue growth. The pattern is the story the company wants investors to see: growth that is not only accelerating but improving in quality as higher-margin platform work enters the mix.
From Project Work to Recurring Revenue
The single most important disclosure for the investment thesis was not a headline financial figure but a structural one. During the fiscal year, MindWalk signed its first two contracted, recurring enterprise LensAI agreements, one in the second half and one in the fourth quarter, which it described as the first recurring platform revenue in the company's history. That is the shift the company has been arguing it could make: away from one-time, fee-for-service engagements and toward the kind of durable, contracted revenue the market tends to value more highly.
"We are not an AI company that discovered biology. We are a biology company that built AI on top of more than 40 years of biology heritage, and fiscal 2026 is the year the market began to see it in our results," said Dr. Jennifer Bath, President and Chief Executive Officer of MindWalk. "Revenue grew 46%, margins expanded, and we simplified the business around the layer where enterprise AI value accrues. HYFT Technology powers ReefIQ, the biological context layer for life sciences, and LensAI is in contracted, recurring arrangements with life sciences customers today. Value compounds in that layer, not in any individual model that runs on top of it."
The company also cleaned up its structure during the year. It completed its transformation into MindWalk Holdings Corp. from ImmunoPrecise Antibodies Ltd. in September 2025, and divested its Netherlands subsidiary, ImmunoPrecise Antibodies (Europe) B.V., to AVS Bio, a portfolio company of Arlington Capital Partners, in a transaction that generated proceeds on disposal of approximately C$14.3 million and was supported by a 12-month transition services agreement. Management framed the divestiture as sharpening focus on the core business and strengthening the balance sheet, and separately noted it had regained Nasdaq listing compliance organically, without a reverse split or dilutive financing.
The Platform Underneath the Story
MindWalk positions itself as a Bio-Native AI company, meaning it aims to reason over biology itself rather than over language the way general-purpose AI models do. Its technology is built in layers. HYFT® Technology provides a representation foundation, a function-aware map of biology built over 20 years of curation and spanning 660 million biological patterns connected by 25 billion relationships. ReefIQ™, launched commercially in June 2026 and built on that foundation, is the biological context layer that organizes and governs a client's data. LensAI is the reasoning layer that applies analytical workflows on top. In the company's framing, the durable, compounding asset is the context layer rather than any individual model that runs on it, because every program a customer runs enriches the layer for the next one.
The company pointed to several recent milestones beyond the financials: the June 2026 commercial launch of ReefIQ, the filing of a European patent application in June 2026 covering the high-dimensional biological data structure underpinning HYFT Technology, and inclusion in the Russell 3000E and Russell Microcap Indexes effective after the U.S. market close on June 26, 2026, which broadens institutional visibility. MindWalk also noted that its discovery platform has contributed to more than 20 molecules reaching the clinic, supported by over 400 peer-reviewed publications and issued patents, though it characterized those as client-owned assets rather than its own pipeline.
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How MindWalk Sits Against the Field
MindWalk's recurring-revenue argument is easier to judge against peers that have already tried to turn software, data, or discovery platforms into durable revenue. Four public companies, at very different stages, illustrate the range of models in play.
Schrödinger (Nasdaq: SDGR)
Schrödinger is the clearest analogue to the model MindWalk is pursuing. It sells physics-based simulation software to pharmaceutical and biotech researchers as recurring, subscription-style revenue, while also building its own pipeline that can generate milestones and royalties. In other words, software revenue today, drug economics tomorrow. Schrödinger has one of the largest installed bases in computational chemistry and has guided to double-digit growth in annual contract value, and it is one of the few names in the space that has approached profitability. For MindWalk, Schrödinger is both a template and a benchmark: it shows that the recurring-software-plus-pipeline model can work, and it sets the bar for what that model looks like at scale.
AbCellera Biologics (Nasdaq: ABCL)
AbCellera Biologics runs an AI and machine-learning antibody-discovery platform, partnering with large pharmaceutical companies that bring targets while AbCellera runs the discovery and earns downstream as programs advance, alongside a growing proprietary pipeline. Its reported revenue grew sharply year over year in early 2026, and it holds a large liquidity position to fund its own programs. The parallel to MindWalk is direct on the science side, since MindWalk's own roots include B-cell and nanobody antibody work, and on the business side both are trying to balance partner-driven revenue with owned pipeline value. AbCellera's dual model, royalty-style partner economics plus proprietary assets, is a useful reference for how investors value that blend.
Relay Therapeutics (Nasdaq: RLAY)
Relay Therapeutics represents the platform-into-pipeline path taken further toward the clinic. Its Dynamo platform combines machine learning with physics-based simulation to target the motion of proteins, and the company has advanced its lead oncology candidate into late-stage development, earning an FDA Breakthrough Therapy designation along the way. Relay is a reminder that computational-discovery platforms are increasingly judged by clinical results, not just software metrics, and that raising capital to fund those trials, as Relay did in 2026, is part of the model. For MindWalk investors, Relay illustrates both the upside of a platform that produces a clinical asset and the capital intensity that comes with it.
Certara (Nasdaq: CERT)
Certara is the established, profitable end of the spectrum. It sells biosimulation and model-informed drug-development software and services to the pharmaceutical industry, generating recurring software revenue with healthy margins, and it has been reshaping its portfolio to focus on its core simulation platforms. Certara shows what a mature, recurring-revenue software business in drug development looks like once it has scaled, which is precisely the destination MindWalk is arguing it can grow toward. The contrast in size is large, but the business logic, durable software revenue anchored to the drug-development workflow, is the same one MindWalk is making to investors.
What to Watch From Here
The fiscal 2026 report gives the recurring-revenue thesis its first real evidence: accelerating growth, expanding margins, a sharply narrower loss, and, most importantly, the first contracted recurring platform agreements. The near-term question is whether MindWalk can convert those first two LensAI contracts into a repeatable pattern, signing additional enterprise agreements that build a genuine recurring-revenue base rather than remaining one-off wins. Investors will also be watching the commercial traction of ReefIQ following its June launch, the pace of margin expansion, and any updates on the discovery programs the company has referenced.
None of this removes the risks. MindWalk is a small-cap company with a history of net losses, its results are preliminary pending the filing of its Form 20-F, and turning early recurring contracts into a durable business is far from guaranteed. But the setup is clearer than it was a year ago: a company that spent years building a platform is now, on its own numbers, beginning to sell it, and the market gets to judge that claim against real results rather than projections.
Nothing in this publication should be considered personalized financial advice. We are not licensed under securities laws to address your particular financial situation, and no communication from us should be deemed personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor a recommendation to buy or sell any security. We hold no investment licenses and are neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances.
This article is being distributed by USA News Group, which is wholly owned and operated by Market Equities Limited ("MEL"). MEL has been paid a fee for MindWalk Holdings Corp. advertising and digital media from Creative Direct Marketing Group ("CDMG"). MEL also expects to receive further compensation as part of an ongoing digital media effort to increase visibility for the company. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged not to use this publication as the basis for any investment decision. The content in this article has been reviewed and approved on behalf of MindWalk Holdings Corp. by CDMG.
MEL and its owner/operators do not own any shares of MindWalk Holdings Corp., but reserve the right to buy and sell shares of MindWalk Holdings Corp. at any time without any further notice commencing immediately and ongoing, in the open market, through private placements, and/or through other investment vehicles. There may also be third parties who hold shares of MindWalk Holdings Corp. and may liquidate their shares, which could have a negative effect on the price of the stock.
While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in this publication is not trustworthy unless verified by their own independent research. Because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may lose some or all of your investment.
Financial figures on this page describing MindWalk Holdings Corp.'s fiscal 2026 results are drawn from the company's own earnings release and are preliminary results reported ahead of, and subject to, the filing of the company's Annual Report on Form 20-F; final audited figures may differ, and all amounts are in Canadian dollars unless otherwise noted. References to HYFT® Technology, ReefIQ™, and LensAI™, and to the company's platform, patents, publications, molecules, and pipeline, describe early-stage products and activities that have not been independently verified and may not translate into future commercial outcomes; ReefIQ™ registration is pending. HYFT® is a registered trademark, and LensAI™ and ReefIQ™ are trademarks, of MindWalk Holdings Corp. or its subsidiaries. Forward-looking statements involve known and unknown risks and uncertainties, including the company's history of net losses and its ability to convert engagement into contracted, recurring arrangements; readers should not place undue reliance on them.
References to Schrödinger, AbCellera Biologics, Relay Therapeutics, Certara, and any of their respective products, platforms, or programs are for comparative and illustrative context only. MindWalk Holdings Corp. is not a party to, and is not affiliated with, the products, platforms, or corporate activities of those companies, and their businesses are at different and generally more advanced stages. Each company carries its own independent risks and must be evaluated on its own merits.
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Vancouver, British Columbia – TheNewswire - July 23, 2026 – Generation Uranium Inc. (TSXV: GEN, OTCQB: GENRF, FRA: W85) (the “Company” or “Generation”) is pleased to announce the receipt of final listing approval from the Listing Committee of the Canadian Securities Exchange (the “CSE”). The common stock of the Company (the “Common Shares”) will begin trading on the CSE on July 24, 2026 under the symbol “GEN” and will continue to be quoted on the OTCQB Venture Market under the symbol “GENRF” and listed on the Frankfurt Stock Exchange under the symbol “W85”.
About Generation Uranium
Generation Uranium is a Canadian exploration company focused on advancing high quality uranium assets in premier jurisdictions. Its flagship Yath Project is located in Nunavut’s Angilak district, one of Canada’s most active and rapidly emerging uranium camps. Historic work has reported with historic results surface samples up to 9.8% U₃O₈ and 1.0 m at 0.224% U₃O₈ from 25.5 m in drillhole BOG-8-80.
With a growing portfolio of high priority targets in a well understood uranium district, Generation Uranium is well positioned to make discoveries that contribute meaningfully to the future global supply of clean nuclear energy.
Neither the CSE, TSXV nor its Regulation Services Provider (as that term is defined in the policies of the TSXV) accepts responsibility for the adequacy or accuracy of this release. The TSXV and CSE have neither approved nor disapproved of the contents of this news release.
Issued on behalf of Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80)
The migration to quantum-resistant encryption has shifted from a research topic to a procurement mandate, and one Canadian company is trying to turn that regulatory wave into regional footholds. Its latest move localizes its platform for Malaysia's critical-infrastructure rules.
, /PRNewswire/ -- USA News Group News Commentary - For years, the threat that quantum computers could one day break the encryption protecting the world's data was treated as a problem for the future. That framing has changed. Governments are now writing quantum-resistant security into law, enterprises are being told to inventory and migrate their cryptography on fixed timelines, and the phrase "harvest now, decrypt later," the idea that adversaries are already stockpiling encrypted data to crack once quantum machines mature, has moved from conference panels into procurement documents. In that environment, the companies that can help organizations actually make the switch are the ones positioned to benefit.
One of them just expanded its reach into Southeast Asia, and it did so by aligning itself directly with a national cybersecurity law that is about to force a wave of spending.
Key Takeaways
Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) signed a memorandum of agreement with a Malaysia-based digital trust and certificate-management provider to build a Malaysia-specific version of its QPrime post-quantum platform.
The tailored platform is designed to help Malaysia's National Critical Information Infrastructure organizations prepare for the country's Cyber Security Act 2024 (Act 854), with the solution hosted on Malaysian sovereign infrastructure and data residency kept in-country.
The broader post-quantum and cybersecurity sector is running hot, with SEALSQ (NASDAQ: LAES), CrowdStrike (NASDAQ: CRWD), Palo Alto Networks (NASDAQ: PANW), and Fortinet (NASDAQ: FTNT) all riding the quantum-migration and AI-security demand cycle.
A Partnership Built Around a National Mandate
Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80), a post-quantum cybersecurity company focused on quantum-resilient data protection, identity security, secure storage, and cryptographic migration readiness, announced that it has signed a memorandum of agreement with a Malaysia-based digital trust and certificate-management provider that forms part of a global digital trust ecosystem. Under the agreement, QSE and its Malaysian partner intend to develop a Malaysia-specific version of QSE's full secure posture platform, known as QPrime.
The purpose of the tailored platform is specific and regulatory. It is intended to help Malaysia's National Critical Information Infrastructure organizations, referred to as NCII, prepare for requirements under Malaysia's Cyber Security Act 2024, known as Act 854. In plain terms, QPrime is designed to help organizations understand where encryption is used across their systems, where cyber and quantum-related exposure may exist, and what steps to prioritize as they plan their move toward post-quantum security. It is an assessment and migration-planning tool for the messy, essential first step of any cryptographic transition: figuring out what you have and where you are vulnerable.
A notable feature of the arrangement is where the data will live. The parties intend to host the Malaysia-specific QPrime solution on Malaysian sovereign infrastructure, with data residency kept inside the country. For government agencies and regulated organizations, that detail matters: sensitive cybersecurity information, assessment results, and compliance records need to remain within national borders. Data sovereignty has become a central requirement in government technology procurement worldwide, and building it into the offering from the start is what makes a solution viable for public-sector and regulated buyers.
Malaysia's Cyber Security Act 2024 has sharpened the focus on cybersecurity readiness for NCII organizations, a category that can span government, financial services, communications, energy, healthcare, transportation, and other critical services. That breadth is the commercial opportunity: each of those sectors houses organizations that now face a compliance obligation and will need tools to meet it.
"This MOA is important because it is focused on a clear market need," said Ted Carefoot, Chief Executive Officer of QSE. "Malaysia's NCII organizations need practical tools to understand their cybersecurity exposure, prepare for Act 854 and plan for post-quantum risk. By working with a Malaysian digital trust provider and supporting local data residency, we believe QPrime can become a practical starting point for organizations that need to move from awareness to action."
Read the whole story on Quantum Secure Encryption by clicking here
A Strategy of Localizing, Not Just Selling
The Malaysia agreement is a window into how QSE is trying to grow. Rather than pushing a single, one-size-fits-all product into every market, the company says it is adapting its technology to local regulatory requirements, local data-residency needs, and real customer workflows, scaling its existing platform through regional partners. For QSE, the memorandum supports a broader strategy of moving QPrime from a general post-quantum assessment platform toward a local, compliance-focused solution built around the specific needs of Malaysian NCII organizations.
It is a sensible approach for a smaller company in a market increasingly crowded with large incumbents. Competing head-to-head on scale against global security giants is difficult; embedding into specific national compliance regimes, alongside a local partner who understands the regulatory terrain and carries existing relationships, is a way to win business the incumbents may overlook or reach more slowly. The company describes its Malaysian partner as part of a global digital trust ecosystem, which suggests the relationship could open doors beyond a single market if the model works.
QSE describes itself as a Canadian technology company specializing in post-quantum data security, encryption, and secure data infrastructure, built around quantum-delivered entropy and a zero-knowledge architecture, serving commercial, enterprise, and public-sector organizations that need long-term data confidentiality. The Malaysia move is a test of whether that technology can be packaged to meet a specific national law, and whether the regional-partner playbook can be repeated elsewhere.
Why the Timing Matters
The backdrop to all of this is a global regulatory push that has turned post-quantum migration from optional to mandatory. In the United States, an executive order has accelerated the federal government's migration to post-quantum cryptography, and the National Institute of Standards and Technology has finalized quantum-resistant algorithm standards that are now being implemented. Canada has directed its federal departments to submit migration plans, and national-security agencies have set deadlines for full quantum-resistance of sensitive systems. Malaysia's Act 854 is part of that same global wave, and it is the specific mandate QSE is now aligning itself with.
The market that results is sizable and growing quickly. Industry estimates put the post-quantum cryptography market in the low billions of dollars in 2025 and project rapid compound growth through the rest of the decade, driven precisely by the government mandates and enterprise compliance obligations now taking effect. For a company positioned as a pure-play in that space, the challenge is less about whether demand will materialize and more about capturing a share of it against far larger competitors, which is exactly what the regional-localization strategy is designed to address.
Track the Signals Before the Crowd
The best positioning happens before the crowd catches on. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow, and trending tickers as they form, so you see attention building instead of chasing it. Watch it live at eagle-eye.dev.
The Companies Riding the Same Security Wave
QSE is a micro-cap operating in a sector that also contains some of the best-performing large-cap technology stocks of 2026. The four companies below span the post-quantum and broader cybersecurity landscape, and while they differ enormously from QSE in size and stage, they show why capital has been flowing toward security names all year. They are referenced for market and sector context only and are not peers, competitors, or financial comparables to QSE.
SEALSQ (NASDAQ: LAES)
SEALSQ is the closest pure-play post-quantum comparison in the public market. The company builds post-quantum secure microcontrollers and digital-certificate technology, positioning itself at the silicon layer of the quantum-safe transition. It reported roughly 66% revenue growth for its 2025 fiscal year to about US$18.3 million, with a commercial pipeline it has described as exceeding US$200 million and a large cash position, and its shares have been an active trading vehicle for the post-quantum theme. Because SEALSQ's certificate and secure-chip focus overlaps conceptually with the digital-trust and certificate-management angle of QSE's Malaysia partnership, it is the most thematically relevant name here, even though it operates at a different layer of the stack and a far larger scale.
CrowdStrike (NASDAQ: CRWD)
CrowdStrike is one of the defining cybersecurity franchises of the era, and one of the few large-cap security names to keep compounding through the 2026 software correction. Its shares have risen roughly 75% year to date, trading near a 52-week high, and the company recently completed a four-for-one stock split that broadened retail access. Its Falcon platform is increasingly positioned as the layer through which enterprise crypto-agility and post-quantum policy enforcement will eventually be delivered, giving it structural exposure to the same regulatory tailwind driving pure-play post-quantum vendors. CrowdStrike illustrates the scale and market enthusiasm at the top of the security sector that QSE sits far below but shares a tailwind with.
Palo Alto Networks (NASDAQ: PANW)
Palo Alto Networks is integrating post-quantum cryptography capabilities directly into what is one of the largest security platforms in the industry. It is repeatedly named among the handful of companies leading enterprise-grade quantum-safe adoption, and its shares climbed in mid-July 2026 alongside the broader security group on read-throughs about elevated cyber demand. After a very strong run, the stock has also drawn analyst caution on valuation, a reminder that even the leaders in this theme carry risk. Palo Alto shows how the largest platform vendors are absorbing post-quantum capability into their existing suites, which is both the opportunity and the competitive pressure that shapes the environment smaller specialists like QSE operate in.
Fortinet (NASDAQ: FTNT)
Fortinet has quietly been one of the best-performing large-cap stocks in the entire market in 2026, up roughly 100% year to date and trading near its 52-week high, and it pairs that with elite profitability, including net margins above 27% and a very high return on equity. Known for its FortiGate firewalls and broader Security Fabric platform, Fortinet is among the firewall and network-security vendors most often cited as beneficiaries of the migration cycle and of rising AI-driven security demand. It rounds out the picture of a cybersecurity sector where capital has rewarded scale, profitability, and exposure to structural security spending, the same secular forces QSE is attempting to tap at the specialist end.
A Small Company Aligned With a Large Trend
QSE is a micro-cap with the risks that come with that profile: it is small, it competes against vastly larger and better-capitalized companies, and a memorandum of agreement is an intention to build, not a guarantee of revenue. The Malaysia platform still has to be developed, adopted, and paid for before it contributes materially to the business. Those are real caveats, and the gap in scale between QSE and the large-cap names sharing its sector is enormous.
What QSE has done is align itself precisely with the force reshaping its industry: government mandates that turn post-quantum migration from a choice into a requirement. By localizing its platform to a specific national law, keeping data in-country, and partnering with a provider that already understands the market, the company has laid out a repeatable template for turning regulation into revenue. Whether it can execute on that template is the open question, but the strategy is aimed squarely at where the demand is being created.
Read more on Quantum Secure Encryption here
Article Source:
Quantum Secure Encryption Corp., "QSE Expands Global Post-Quantum Cybersecurity Footprint Through Malaysia Partnership," July 23, 2026. USA News Group | [email protected]
DISCLAIMER
Nothing in this publication should be considered personalized financial advice. We are not licensed under securities laws to address your particular financial situation, and no communication from us should be deemed personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This publication is neither an offer nor a recommendation to buy or sell any security. We hold no investment licenses and are neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances.
This article is being distributed by USA News Group, which is wholly owned and operated by Market Equities Limited ("MEL"), a company incorporated under the laws of Ireland. MEL was previously paid a fee directly by Quantum Secure Encryption Corp. for advertising and digital media services under an agreement that has since expired, and MEL has not been paid any fee for this article. MEL expects to receive compensation in the future in connection with Quantum Secure Encryption Corp. as part of an anticipated ongoing digital media effort to increase visibility for the company. The content of this article was prepared independently by MEL. This present and expected future compensation, together with the share ownership described below, constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged not to use this publication as the basis for any investment decision.
Market Equities and its owners, operators, directors, and affiliates own shares of Quantum Secure Encryption Corp., which were acquired through private placement and in the open market, and reserve the right to buy and sell shares of Quantum Secure Encryption Corp. at any time without further notice, commencing immediately and ongoing, in the open market, through private placements, and/or through other investment vehicles. There may also be third parties who hold shares of Quantum Secure Encryption Corp. and may liquidate their shares, which could have a negative effect on the price of the stock.
While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in this publication is not trustworthy unless verified by their own independent research. Because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may lose some or all of your investment.
Cautionary Note Regarding Forward-Looking Statements. This article contains, and references a company news release that contains, forward-looking statements within the meaning of applicable Canadian securities legislation. Statements regarding the memorandum of agreement, the development of a Malaysia-specific QPrime platform, intended data-residency and sovereign-hosting arrangements, Act 854 readiness, the company's regional-partner strategy, and future demand for post-quantum cryptography are forward-looking and are not guarantees of future performance or results. A memorandum of agreement represents an intention and is subject to further development, definitive agreements, adoption, and execution risk; there is no assurance it will generate revenue. References to SEALSQ, CrowdStrike, Palo Alto Networks, and Fortinet are for market and sector context only; those companies are not peers, competitors, or comparables of Quantum Secure Encryption Corp., differ substantially in size, stage, and business, and their performance is not indicative of QSE's prospects. All third-party figures are approximate and subject to change. Readers are cautioned not to place undue reliance on forward-looking statements and should refer to the company's continuous-disclosure filings available under its profile on SEDAR+ at www.sedarplus.ca. This disclaimer, together with your access to and use of this content, shall be governed by and construed in accordance with the laws of Ireland.
Eagle Eye Disclosure. Eagle Eye is an investor signal-intelligence platform affiliated with the publisher of this article, and this reference constitutes promotion of an affiliated product. Eagle Eye is not a broker-dealer, and nothing in the platform or in this article is financial, investment, tax, or legal advice. Data provided in the platform is for informational purposes only and may be delayed. Always do your own research before making any investment decision.
SAN DIEGO, July 23, 2026 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating Pentair plc (NYSE: PNR) on behalf of investors who suffered losses and whether those losses may be recoverable under federal securities laws.
If you purchased Pentair securities and suffered losses on your investment, you are encouraged to contact Johnson Fistel to learn more about the investigation. Click here to join the investigation. For more information, contact Jim Baker at [email protected] or (619) 814-4471. There is no cost or obligation to you.
On April 28, 2026, Pentair projected that second-quarter sales would increase approximately 1% and that full-year sales would grow approximately 2% to 4%. During the accompanying earnings call, management acknowledged that Pool channel partners could reduce purchases during the second and third quarters but stated that the Company had evaluated a wider range of Pool revenue and income scenarios and incorporated those assumptions into its updated guidance. Management further stated that it had reflected the expected second- and third-quarter sell-in pressure in its guidance.
On July 14, 2026, after the market closed, Pentair disclosed that preliminary second-quarter sales were expected to be approximately $930 million, representing a year-over-year decline of approximately 17%, compared with its previous forecast of approximately 1% year-over-year growth. Pentair attributed the results primarily to the adverse impact of Pool channel inventory and estimated that Pool inventory destocking reduced second-quarter Pool sales by approximately $170 million and Pool segment income by approximately $105 million. The Company stated that the inventory realignment with major channel partners was “more pronounced” than previously estimated.
Pentair also substantially reduced its full-year outlook. The Company now expects annual sales to decline approximately 4% to 7%, compared with its previous forecast of 2% to 4% growth, and reduced its adjusted earnings-per-share guidance to approximately $4.60 to $4.80 from approximately $5.30 to $5.40. Pentair estimated that Pool channel destocking and inventory right-sizing would reduce full-year Pool sales by approximately $250 million and Pool segment income by approximately $155 million. The Company separately announced that Chief Financial Officer Nicholas Brazis had departed on July 10, 2026, and that former Pentair CFO Bob Fishman had been appointed interim CFO.
Following the disclosure, Pentair shares declined approximately 22% in premarket trading on July 15, 2026, after closing at $75.68 on July 14.
Attorney advertising. Past results do not guarantee future outcomes. Services may be performed by attorneys in any of our offices. This press release may be considered a promotional communication. The attorney responsible for this communication is Frank J. Johnson.
Contact:
Johnson Fistel, PLLP
501 W. Broadway, Suite 800
San Diego, CA 92101
James Baker, Investor Relations
(619) 814-4471 [email protected]
