For the quarter ended June 2026, MetLife (MET - Free Report) reported revenue of $19.08 billion, up 6.4% over the same period last year. EPS came in at $2.43, compared to $2.02 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $19.34 billion, representing a surprise of -1.38%. The company delivered an EPS surprise of +5.65%, with the consensus EPS estimate being $2.30.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how MetLife performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Institutional Client AUM: $320.46 billion versus $346.62 billion estimated by three analysts on average.Total AUM: $748.13 billion compared to the $741.21 billion average estimate based on three analysts.METLIFE INVESTMENT MANAGEMENT(MIM)-GA AUM: $427.67 billion compared to the $394.59 billion average estimate based on three analysts.Adjusted Revenue- Corporate & other- Net investment income: $944 million versus the three-analyst average estimate of $974.37 million. The reported number represents a year-over-year change of +1309%.Adjusted Revenue- Corporate & other- Premiums: $596 million compared to the $637.33 million average estimate based on three analysts. The reported number represents a change of +7350% year over year.Adjusted Revenue- EMEA- Net investment income: $67 million versus the three-analyst average estimate of $67.41 million. The reported number represents a year-over-year change of +9.8%.Adjusted Revenue- Latin America- Net investment income: $587 million versus $440.74 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +31.9% change.Revenue- Premiums: $11.44 billion versus $11.97 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +5.8% change.Revenue- Other Revenues: $845 million compared to the $742.31 million average estimate based on four analysts. The reported number represents a change of +24.5% year over year.Revenue- Net investment income: $6.7 billion versus $5.5 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +18.4% change.Revenue- Universal life and investment-type product policy fees: $1.37 billion versus $1.32 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9% change.Adjusted Revenue- Retirement & Income Solutions- Premiums: $1.59 billion versus $2.03 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +31.2% change.View all Key Company Metrics for MetLife here>>>
Shares of MetLife have returned +4.9% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
AbbVie ve 2. čtvrtletí zvýšila tržby o 10,2 % na téměř 17 miliard USD a upravený zisk na akcii o 23 % na 3,65 USD. Wall Street čeká během 12 měsíců téměř 12% nárůst akcie.
Over the past few years, AbbVie (ABBV +0.98%) has faced significant challenges, including the loss of patent exclusivity for its longtime growth driver, Humira, an immunology medicine. The drugmaker also encountered clinical setbacks, while weakness in the broader healthcare sector hasn't helped either. However, AbbVie continues to post robust financial results.
In the second quarter, the company's revenue increased 10.2% year over year to nearly $17 billion, while its adjusted earnings per share climbed 23% year over year to $3.65. AbbVie's troubles in recent years haven't destroyed its business, not even close. In fact, Wall Street thinks the stock could perform fairly well over the next 12 months. Its average price target of $272.14 (according to Yahoo! Finance) implies an almost 12% jump from current levels. Here's why I think Wall Street is right.
Image source: The Motley Fool.
A dividend you can take straight to the bank AbbVie replaced Humira with Skyrizi and Rinvoq, a pair of immunology medicines that, together, are performing even better than their predecessor. They have earned approvals across many of Humira's old indications and are seeing significant momentum. Management expects them to combine for $31 billion in sales this year, and neither will lose patent exclusivity until the next decade.
So, AbbVie's medium-term outlook seems bright thanks to Skyrizi and Rinvoq, especially when we factor in the rest of the company's approved portfolio, which includes several other growth drivers, such as Qulipta, a migraine treatment. Just as important, AbbVie is already making plans to replace its current growth pillars. The pharmaceutical giant recently announced the acquisition of Apogee Therapeutics, a biotech that specializes in immunology. That's right up AbbVie's alley.
The key asset from that transaction, zumilokibart, is being developed to treat eczema. It could also target asthma and eosinophilic esophagitis (a chronic disease that causes symptoms such as difficulty swallowing). This could be AbbVie's next blockbuster in immunology, potentially making the $10.9 billion in cash it is paying for Apogee Therapeutics worth it.
Today's Change
(
0.98
%) $
2.40
Current Price
$
246.20
AbbVie has many other pipeline candidates, and we should expect significant clinical and regulatory progress over the next five years, enabling the company to maintain strong financial results. Lastly, AbbVie has a rock-solid dividend program that hasn't faltered despite the headwinds it has faced in recent years. AbbVie continues to raise its payouts amid major patent cliffs and broader macroeconomic challenges.
When factoring in the time it spent as a division of Abbott Laboratories, AbbVie is a Dividend King, or a corporation with at least 50 consecutive years of payout increases (AbbVie's streak is 54 years). Income-seeking investors will find what they are looking for in AbbVie: A reliable dividend payer with a robust business that can navigate periods of economic instability, attractive growth prospects, and the means to continue innovating and expanding its portfolio to support its income program for a long time.
eBay uspořádal konferenční hovor k výsledkům za 2. čtvrtletí 2026. Společnost uvedla, že veškerý meziroční růst je organický, bez vlivu kurzových pohybů.
eBay Inc. (EBAY) Q2 2026 Earnings Call August 5, 2026 5:30 PM EDT
Company Participants
John Egbert - Vice President of Investor Relations
Jamie Iannone - CEO, President & Director
Peggy Alford - Senior VP & CFO
Conference Call Participants
Colin Sebastian - Robert W. Baird & Co. Incorporated, Research Division
Michael Morton - MoffettNathanson LLC
Kenneth Gawrelski - Wells Fargo Securities, LLC, Research Division
Ross Sandler - Barclays Bank PLC, Research Division
Deepak Mathivanan - Cantor Fitzgerald & Co., Research Division
Thomas Champion - Piper Sandler & Co., Research Division
Michael McGovern - BofA Securities, Research Division
Nikhil Devnani - Bernstein Institutional Services LLC, Research Division
Presentation
Operator
Good day, everyone. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome you to the eBay Second Quarter 2026 Earnings Call. [Operator Instructions]
At this time, I would like to turn the call over to John Egbert, Vice President of Investor Relations.
John Egbert
Vice President of Investor Relations
Good afternoon. Thank you all for joining us for eBay's Second Quarter 2026 Earnings Conference Call. Joining me today on the call are Jamie Iannone, our Chief Executive Officer; and Peggy Alford, our Chief Financial Officer. We're providing a slide presentation to accompany our commentary during the call, which is available through the Investor Relations section of the eBay website at investors.ebayinc.com.
Before we begin, I'll remind you that during this conference call, we will discuss certain non-GAAP measures related to our performance. You can find the reconciliation of these measures to the nearest comparable GAAP measures in our accompanying slide presentation.
Additionally, all growth rates noted in our prepared remarks will reflect organic FX-neutral year-over-year comparisons, and all earnings per share amounts reflect earnings per diluted share, unless indicated otherwise. Additionally, all year-over-year growth rates versus 2025 are based on recast financials, reflecting
SummaryI upgrade Palantir to Buy, as Q2 results provide strong medium-term revenue visibility and mitigate near-term AI commoditization risks.PLTR’s Q2 revenue growth (~19% sequentially) and raised full-year guidance ($8.15b) reduce downside risk and support consensus estimates through 2027.US commercial revenue acceleration (~149% YoY) demonstrates resilience against AI commoditization, while high net dollar retention (157%) underpins forward growth.International expansion remains a longer-term concern, but robust existing customer growth supports a 3–18 month Buy thesis despite elevated valuation (forward PS ~50x). Tom Werner/DigitalVision via Getty Images
I have been maintaining a Hold rating on Palantir (PLTR) since November last year, and the caution on deploying fresh capital was not as much the strength of the business as valuations. The
4.85K Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
AGNC Investment se obchoduje asi 25 % nad tangible book value 8,58 USD na akcii. Ve 2. čtvrtletí měl čistý spreadový výnos 0,40 USD na akcii oproti dividendě 0,36 USD.
The biggest selling point for AGNC Investment (AGNC +0.28%) is usually its huge yield. As of this writing, the yield is an ultra-high 13.5%. To put that yield into perspective, the S&P 500 index (^GSPC -0.17%) yields only about 1%. Before you buy for the yield, you need to consider another company statistic: Tangible net book value per share.
AGNC: Know what you own Sometimes, in the search for yield, dividend investors overlook important risks. AGNC's 13.5% yield is incredibly enticing, given today's low-yield environment. However, if you look back at the company's dividend history, you'll see it is highly volatile, with long periods of dividend decline. The stock price tends to track the dividend, keeping the yield high. It isn't a great investment choice if you are looking for reliable and growing dividends over time to support spending needs in retirement.
Image source: Getty Images.
That said, AGNC is a well-respected business. But you have to understand what it does. As a mortgage real estate investment trust (REIT), it buys mortgages that have been pooled into bond-like securities. The company's value is basically the value of its portfolio, and it reports that figure every quarter. At the end of the second quarter of 2026, the company's tangible net book value per share was $8.58. That means that buying at recent prices near $10.65 is a roughly 25% premium over that value.
For that premium to be worth it, a lot has to go right for the mortgage REIT.
Key factors to watch with AGNC Investment The big factor for AGNC's dividend is its net spread income, which came in at $0.40 per share in the second quarter. That is the income available to pay the $0.36-per-share quarterly dividend (paid in monthly installments of $0.12). So, right now, the dividend looks well covered.
Another key factor is the net tangible book value, which increased by $0.20 per share in the quarter, or roughly 2.4%. Clearly, a rising book value is preferable to a falling one, as it indicates the portfolio's value is increasing. Interest rates play a big role in the trends there, with bonds moving in the opposite direction to rates. So interest rates are a key external factor to monitor.
Today's Change
(
0.28
%) $
0.03
Current Price
$
10.67
Complicating this is AGNC's use of leverage, which increases the impact of price changes in its portfolio. Leverage stood at 7.4x at the end of the first quarter, down from 7.6x a year ago. That's a directionally positive sign, though the change isn't huge. The concern is that inflation is running hot, which could lead to higher interest rates and a decline in the portfolio's value. Higher rates would also increase the company's borrowing costs. Both would reduce the safety of the dividend.
Probably not a great fit for most dividend investors While AGNC's dividend looks secure for now, the uncertain market and rate environment bring risks. Most dividend investors would probably be better off with a different income stock if dividend reliability is an important investment criterion. Notably, even if the company performs well as a business, it would take only a negative shift in investor sentiment for the stock price to retreat toward the tangible net book value. And if the trends in the above statistics turn negative, the stock would likely reprice quickly to a lower level.
Magnite (MGNI - Free Report) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.2 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +73.33%. A quarter ago, it was expected that this digital ad exchange operator would post earnings of $0.05 per share when it actually produced earnings of $0.13, delivering a surprise of +160%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Magnite, which belongs to the Zacks Internet - Software industry, posted revenues of $189.6 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.28%. This compares to year-ago revenues of $161.96 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Magnite shares have added about 28.5% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Magnite?While Magnite has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Magnite was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.16 on $186.2 million in revenues for the coming quarter and $0.95 on $745.6 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Salesforce (CRM - Free Report) , another stock in the same industry, has yet to report results for the quarter ended July 2026.
This customer-management software developer is expected to post quarterly earnings of $3.27 per share in its upcoming report, which represents a year-over-year change of +12.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Salesforce's revenues are expected to be $11.3 billion, up 10.4% from the year-ago quarter.
Magnite zveřejnila výsledky hospodaření za 2. čtvrtletí 2026. CFO David Day na konferenčním hovoru oznámil, že to bylo jeho poslední čtvrtletní vystoupení před odchodem do důchodu.
Magnite, Inc. (MGNI) Q2 2026 Earnings Call August 5, 2026 4:30 PM EDT
Company Participants
Nick Kormeluk - VP of Investor Relations & Head of Global Real Estate
Michael Barrett - CEO & Director
David Day - Chief Financial Officer
Conference Call Participants
Matthew Swanson - RBC Capital Markets, Research Division
Shyam Patil - Susquehanna Financial Group, LLLP, Research Division
Jason Kreyer - Craig-Hallum Capital Group LLC, Research Division
Laura Martin - Needham & Company, LLC, Research Division
Robert Coolbrith - Evercore ISI Institutional Equities, Research Division
Tyler DiMatteo - BTIG, LLC, Research Division
Kenneth Wu - Wolfe Research, LLC
Barton Crockett - Rosenblatt Securities Inc., Research Division
Ethan Widell - B. Riley Securities, Inc., Research Division
Timothy Nollen - SSR LLC
Presentation
Operator
Hello, and thank you for standing by. Ladies and gentlemen, welcome to Magnite Q2 2026 Earnings Call. Please note that this call is being recorded. [Operator Instructions] I'd now like to hand the call over to Nick Kormeluk, Investor Relations. Please go ahead.
Nick Kormeluk
VP of Investor Relations & Head of Global Real Estate
Thank you, operator, and good afternoon, everyone. Welcome to Magnite's Second Quarter 2026 Earnings Conference Call. As a reminder, this conference call is being recorded. Joining me on the call today are Michael Barrett, CEO; and David Day, our CFO, for his final earnings call prior to retiring. I would like to point out that we have posted financial highlight slides on our Investor Relations website to accompany today's presentation.
Before we get started, I will remind you that our prepared remarks and answers to questions will include information that might be considered to be forward-looking statements, including, but not limited to, statements concerning our anticipated financial performance and strategic objectives, including the potential impacts of macroeconomic factors on our business. These statements are not guarantees of future performance. They reflect our current views with respect to
Schrodinger, Inc. (SDGR - Free Report) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of a loss of $0.6 per share. This compares to a loss of $0.59 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +113.33%. A quarter ago, it was expected that this company would post a loss of $0.56 per share when it actually produced a loss of $0.81, delivering a surprise of -44.64%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Schrodinger, which belongs to the Zacks Medical Info Systems industry, posted revenues of $58.89 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 15.58%. This compares to year-ago revenues of $54.76 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Schrodinger shares have lost about 12.5% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Schrodinger?While Schrodinger 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 Schrodinger was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.64 on $51.84 million in revenues for the coming quarter and -$1.89 on $230.28 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical Info Systems is currently in the top 30% 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, Phreesia (PHR - Free Report) , has yet to report results for the quarter ended July 2026.
This developer of health care software is expected to post quarterly earnings of $0.11 per share in its upcoming report, which represents a year-over-year change of +1000%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Phreesia's revenues are expected to be $129.63 million, up 10.6% from the year-ago quarter.
Western Digital uspořádala konferenční hovor k výsledkům za 4. fiskální čtvrtletí 2026. Společnost uvedla, že prezentace bude vycházet z ne-GAAP výsledků z pokračujících operací.
Western Digital Corporation (WDC) Q4 2026 Earnings Call August 5, 2026 4:30 PM EDT
Company Participants
Ambrish Srivastava - Vice President of Investor Relations
Tiang Yew Tan - CEO & Director
Kris Sennesael - Executive VP & CFO
Conference Call Participants
Christopher Muse - Cantor Fitzgerald & Co., Research Division
Amit Daryanani - Evercore ISI Institutional Equities, Research Division
Aaron Rakers - Wells Fargo Securities, LLC, Research Division
Wamsi Mohan - BofA Securities, Research Division
Sreekrishnan Sankarnarayanan - TD Cowen, Research Division
Michael Cadiz - Citigroup Inc., Research Division
Erik Woodring - Morgan Stanley, Research Division
Benjamin Reitzes - Melius Research LLC
Karl Ackerman - BNP Paribas, Research Division
Ananda Baruah - Loop Capital Markets LLC, Research Division
Presentation
Operator
Good afternoon, and welcome to the Western Digital's Fourth Quarter Fiscal 2026 Conference Call. [Operator Instructions] Please note, this event is being recorded. I would now like to turn the conference over to Mr. Ambrish Srivastava, Vice President of Investor Relations. Please go ahead.
Ambrish Srivastava
Vice President of Investor Relations
Thank you, and good afternoon, everyone. Joining me today are Irving Tan, WD's Chief Executive Officer; and Kris Sennesael, WD's Chief Financial Officer. Before we begin, please note that today's discussion will contain forward-looking statements based on management's current assumptions and expectations, which are subject to various risks and uncertainties.
These forward-looking statements include expectations for our product portfolio, our business plans and performance, ongoing market trends and our future financial results. We assume no obligation to update these statements. Please refer to our most recent annual report on Form 10-K and our other filings with the SEC for more information on the risks and uncertainties that could cause actual results to differ materially from expectations.
In our prepared remarks, our comments will be related to non-GAAP results on a continuing operations basis, unless stated otherwise. Reconciliations between the non-GAAP and
Rivian ve 2. čtvrtletí zvýšil hrubý zisk na 179 milionů USD a zlepšil výhled dodávek na 65 000 až 70 000 vozidel za celý rok. Software a služby přinesly hrubý zisk 215 milionů USD při marži 42 %.
Rivian (RIVN -1.27%) posted a strong second quarter that showed significant improvements in many metrics, and the back half of 2026 should only get more interesting as production of the R2 ramps up. The electric vehicle (EV) maker only began delivering R2 units to customers on June 9, leaving little time before the end of the quarter and causing Rivian to absorb roughly $100 million in additional cost of revenue as it brought the production line up to speed.
Let's take a look not just at the R2 hype and expectations, but also at why this young EV maker is poised to move higher in the near term.
To say Rivian has other driving forces beyond the R2 would be fair, but it is important to note what investors can expect over the back half of 2026. Investors might overlook just how significantly Rivian expects to accelerate production of the R2 over the next few months.
More specifically, Rivian delivered 10,365 vehicles in the first quarter and 12,194 in the second quarter, for a total of just over 22,500 vehicles. Rivian recently raised its delivery guidance range by 3,000 units to between 65,000 and 70,000 vehicles for the full year.
Let's say Rivian production ramps up flawlessly and quickly enough to deliver 18,000 vehicles during the third quarter and then another significant jump to 27,000 vehicles during the fourth quarter. It would land right in the middle of its guidance -- but that feels like a challenging target.
What will be key for Rivian to execute its production ramp and lofty delivery targets is its ability to implement a second production shift. Management noted strong progress in new team member training and process improvements during the R2's first shift and expects to operate with two shifts by the end of the third quarter. While the R2 hype is real and it remains the overall growth engine for Rivian, it's not all the company has going for it.
Image source: Rivian.
Software and services Achieving gross profit was one of Rivian's largest and most impressive accomplishments of late, further separating it from rivals such as Lucid (LCID -13.88%), which has had more trouble scaling and improving vehicle unit economics. Consolidated gross profit checked in at $179 million during the second quarter, a significant $385 million improvement over the prior year, but the breakdown gives us a clue about how lucrative its software business is.
Automotive gross profit checked in at a $36 million loss, which was a sizable near-$300 million improvement over the prior year but was held back by the previously mentioned $100 million in incremental cost of revenues due to the R2 production ramp. Losses in the automotive segment were offset by software and services, which posted a $215 million gross profit at a staggering 42% margin.
Investors often quickly dismiss this as purely a function of Rivian's joint venture with Volkswagen, but there's more to it. Yes, the joint venture has been instrumental and hugely beneficial for Rivian, and it drove 60% of software and services revenue during the second quarter. There was also growth in its vehicle repair and maintenance services and in Autonomy+, which are Rivian's advanced driverless technology features. Rivian noted it's happy with its take rate and believes Autonomy+ will be a key differentiator in the future, and that developing this advantage will help it gain market share over EV rivals.
Today's Change
(
-1.27
%) $
-0.20
Current Price
$
15.56
What it all means Rivian posted a strong second quarter, improved its guidance on several metrics, delivered strong gross profitability driven by a blossoming software and services segment, and is confident it can lock in a second production shift and drive deliveries toward 70,000 vehicles this year.
One aspect that some investors also overlook is Rivian's better-than-it-appears liquidity position. Rivian ended the second quarter with $5.31 billion in cash, equivalents, and short-term investments. In July, Rivian sold over 86 million Class A shares to raise another $1.3 billion.
The young EV maker also expects $1 billion in non-recourse debt from Volkswagen and a $250 million equity investment from Uber, adding in capital from its Department of Energy loan. Rivian expects future capital to be around $14 billion, nearly three times what it exited the second quarter with.
Rivian is about to shift into a higher gear, its financials are improving, and it's stacked up a lot of capital without diluting shareholders nearly as badly as its rival Lucid. Rivian is positioned for its stock price to rise, and it's not just all R2 hype, either.
Array Technologies, Inc. (ARRY - Free Report) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +118.18%. A quarter ago, it was expected that this company would post a loss of $0.06 per share when it actually produced earnings of $0.06, delivering a surprise of +200%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Array Technologies, which belongs to the Zacks Solar industry, posted revenues of $342.07 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.63%. This compares to year-ago revenues of $362.24 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Array Technologies shares have lost about 34.8% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Array Technologies?While Array Technologies 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 Array Technologies was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.28 on $460.4 million in revenues for the coming quarter and $0.73 on $1.45 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, Solar is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Oils-Energy sector, Canadian Natural Resources (CNQ - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This oil and natural gas company is expected to post quarterly earnings of $1.43 per share in its upcoming report, which represents a year-over-year change of +180.4%. The consensus EPS estimate for the quarter has been revised 14.4% lower over the last 30 days to the current level.
Canadian Natural Resources' revenues are expected to be $9.25 billion, up 47.2% from the year-ago quarter.
UWM Holdings Corporation (UWMC - Free Report) came out with a quarterly loss of $0.23 per share versus the Zacks Consensus Estimate of $0.07. This compares to earnings of $0.16 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -428.57%. A quarter ago, it was expected that this company would post earnings of $0.06 per share when it actually produced earnings of $0.09, delivering a surprise of +50%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
UWM, which belongs to the Zacks Financial - Mortgage & Related Services industry, posted revenues of $888 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.88%. This compares to year-ago revenues of $758.7 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
UWM shares have lost about 55.5% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for UWM?While UWM 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 UWM 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 #4 (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 $0.09 on $907.08 million in revenues for the coming quarter and $0.30 on $3.58 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Mortgage & Related Services is currently in the bottom 26% 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, Rocket Companies (RKT - 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 $0.16 per share in its upcoming report, which represents a year-over-year change of +300%. The consensus EPS estimate for the quarter has been revised 14.6% lower over the last 30 days to the current level.
Rocket Companies' revenues are expected to be $2.82 billion, up 110.3% from the year-ago quarter.
Kinetik Holdings Inc. ve 2. čtvrtletí vykázala zisk 0,64 USD na akcii a výnosy 581,44 mil. USD, obojí nad odhady. Zisk byl také vyšší než 0,33 USD před rokem.
Kinetik Holdings Inc. (KNTK - Free Report) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.33 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +236.84%. A quarter ago, it was expected that this company would post earnings of $0.16 per share when it actually produced a loss of $0.07, delivering a surprise of -143.75%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
KINETIK HLDGS, which belongs to the Zacks Oil and Gas - Field Services industry, posted revenues of $581.44 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 37.95%. This compares to year-ago revenues of $426.74 million. The company has topped consensus revenue estimates just once 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.
KINETIK HLDGS shares have added about 35% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for KINETIK HLDGS?While KINETIK HLDGS has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for KINETIK HLDGS was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.30 on $509.24 million in revenues for the coming quarter and $0.81 on $1.92 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, Oil and Gas - Field Services is currently in the bottom 25% 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.
Drilling Tools International Corp. (DTI - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This company is expected to post quarterly loss of $0.04 per share in its upcoming report, which represents a year-over-year change of -100%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Drilling Tools International Corp.'s revenues are expected to be $38.16 million, down 3.2% from the year-ago quarter.
Central Garden & Pet Company (CENT) Q3 2026 Earnings Call August 5, 2026 4:30 PM EDT
Company Participants
Friederike Edelmann - Vice President of Investor Relations
Nicholas Lahanas - CEO & Director
Brad Smith - Chief Financial Officer
John Hanson - President of Pet Consumer Products
Jason Barnes - Executive Vice President of Garden Consumer Products
J. Walker - President of Garden Consumer Products
Conference Call Participants
Taylor Zick - KeyBanc Capital Markets Inc., Research Division
Will Gildea - CJS Securities, Inc.
Brian McNamara - Canaccord Genuity Corp., Research Division
Shovana Chowdhury - JPMorgan Chase & Co, Research Division
James Chartier - Monness, Crespi, Hardt & Co., Inc., Research Division
Hale Holden - Barclays Bank PLC, Research Division
Presentation
Operator
Ladies and gentlemen, thank you for standing by. Welcome to Central Garden & Pet's Fiscal 2026 Third Quarter Earnings Call. My name is Cleo, and I will be your conference operator for today. [Operator Instructions] As a reminder, this conference is being recorded.
I would now like to turn the call over to Friederike Edelmann, Vice President, Investor Relations. Please go ahead.
Friederike Edelmann
Vice President of Investor Relations
Good afternoon, everyone, and thank you for joining Central's Third Quarter Fiscal 2026 Earnings Call. Joining me today are Niko Lahanas, Chief Executive Officer; Brad Smith, Chief Financial Officer; John Hanson, President of Pet Consumer Products; J.D. Walker, President of Garden Consumer Products; as well as Jason Barnes, EVP of Garden Consumer Products.
Niko will begin by highlighting today's key takeaways followed by Brad, who will walk through our financial performance and the acquisition of TRIXIE in greater detail. After their prepared remarks, John, J.D. and Jason will join us for the Q&A session.
Before we get started, I would like to remind everyone that all forward-looking statements made during this call are subject to risks and uncertainties that could
Sarepta Therapeutics vykázala tržby 401,25 milionu USD, meziročně o 34,3 % méně, ale nad odhadem Wall Street. Zisk na akcii činil 0,64 USD oproti očekávaným 0,58 USD.
Sarepta Therapeutics (SRPT - Free Report) reported $401.25 million in revenue for the quarter ended June 2026, representing a year-over-year decline of 34.3%. EPS of $0.64 for the same period compares to $2.02 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $355.55 million, representing a surprise of +12.85%. The company delivered an EPS surprise of +10.35%, with the consensus EPS estimate being $0.58.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Sarepta Therapeutics performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Product, net: $328.69 million versus $323.98 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -35.9% change.Revenues- Collaboration and other: $72.56 million versus $30.92 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -25.9% change.Revenues- Product, net- PMO Products: $230.56 million versus the five-analyst average estimate of $225.91 million. The reported number represents a year-over-year change of -0.3%.Revenues- Product, net- ELEVIDYS: $98.13 million compared to the $97.78 million average estimate based on five analysts. The reported number represents a change of -65.2% year over year.View all Key Company Metrics for Sarepta Therapeutics here>>>
Shares of Sarepta Therapeutics have returned -17.2% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Tronox vykázal za čtvrtletí tržby 868 milionů USD, meziročně o 18,7 % více, a překonal odhad trhu o 2,26 %. EPS bylo -0,51 USD oproti -0,28 USD před rokem.
Tronox (TROX - Free Report) reported $868 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 18.7%. EPS of -$0.51 for the same period compares to -$0.28 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $848.78 million, representing a surprise of +2.26%. The company delivered an EPS surprise of -30.77%, with the consensus EPS estimate being -$0.39.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Tronox performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenue by product- TiO2: $700 million versus $691.24 million estimated by two analysts on average.Revenue by product- Other products: $71 million versus the two-analyst average estimate of $77.38 million.Revenue by product- Zircon: $97 million versus the two-analyst average estimate of $92.67 million.View all Key Company Metrics for Tronox here>>>
Shares of Tronox have returned -2.9% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
LiveRamp (RAMP - Free Report) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +18.18%. A quarter ago, it was expected that this data-services company would post earnings of $0.49 per share when it actually produced earnings of $0.52, delivering a surprise of +6.12%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
LiveRamp, which belongs to the Zacks Technology Services industry, posted revenues of $213.99 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.26%. This compares to year-ago revenues of $194.82 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
LiveRamp shares have added about 28.9% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for LiveRamp?While LiveRamp has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for LiveRamp was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.70 on $218.86 million in revenues for the coming quarter and $2.95 on $882.34 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
iQSTEL Inc. (IQST - 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 $0.23 per share in its upcoming report, which represents a year-over-year change of +72%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
iQSTEL Inc.'s revenues are expected to be $106.05 million, up 46.9% from the year-ago quarter.
Apple Hospitality REIT (APLE - Free Report) came out with quarterly funds from operations (FFO) of $0.52 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to FFO of $0.47 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an FFO surprise of +4.00%. A quarter ago, it was expected that this hotel-owning real estate investment trust would post FFO of $0.32 per share when it actually produced FFO of $0.34, delivering a surprise of +6.25%.
Over the last four quarters, the company has surpassed consensus FFO estimates four times.
Apple Hospitality REIT, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $402.55 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.02%. This compares to year-ago revenues of $384.37 million. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.
Apple Hospitality REIT shares have added about 39.7% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Apple Hospitality REIT?While Apple Hospitality REIT has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO 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 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 estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Apple Hospitality REIT 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 FFO estimate is $0.43 on $379.76 million in revenues for the coming quarter and $1.60 on $1.45 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, REIT and Equity Trust - Other is currently in the top 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, National Health Investors (NHI - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This health care real estate investment trust is expected to post quarterly earnings of $1.26 per share in its upcoming report, which represents a year-over-year change of +3.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
National Health Investors' revenues are expected to be $118 million, up 30.2% from the year-ago quarter.
EverCommerce ve 2. čtvrtletí zvýšil tržby o 2,7 % na 152 mil. USD a upravená EBITDA 44,5 mil. USD překonala výhled. Firma ale čeká výsledky spíš u spodní hranice celoročního výhledu kvůli slabšímu získávání nových zákazníků v části EverPro.
EverCommerce NASDAQ: EVCM reported second-quarter revenue that grew 2.7% year over year to $152 million, while adjusted EBITDA of $44.5 million exceeded the company’s guidance range. The company maintained its full-year outlook but said results are now expected to trend toward the lower end of its revenue and adjusted EBITDA ranges, reflecting slower-than-expected new customer acquisition in certain EverPro offerings.
The earnings call also marked a leadership transition. Chairman and Chief Executive Officer Eric Remer said he would step down as CEO effective Aug. 6 after nearly two decades leading the company, while remaining on EverCommerce’s board. Alex Goor will become CEO and join the board.
Get EverCommerce alerts:
“Building EverCommerce has been the privilege of my professional life,” Remer said, citing the company’s evolution from a startup into a public company serving more than 745,000 customers across its EverPro, EverHealth and EverWell businesses.
Second-Quarter Results and Outlook Revenue for the second quarter was in line with the midpoint of EverCommerce’s guidance range. Subscription and transaction revenue, the company’s primary recurring revenue base, totaled $147.4 million. On a pro forma basis including the ZyraTalk acquisition, which closed in the third quarter of 2025, revenue was $152 million for the quarter, up 2% year over year.
Adjusted gross profit was $119.5 million, producing an adjusted gross margin of 78.6%. Adjusted EBITDA rose to $44.5 million, equal to a 29.3% margin.
Chief Financial Officer Ryan Siurek said adjusted operating expenses increased as a percentage of revenue to 49.3% from 47.1% a year earlier, driven by targeted investments in sales, marketing and product development, including post-acquisition ZyraTalk costs. Those investments were partially offset by continued cost discipline.
For the third quarter, EverCommerce expects:
Revenue of $151.5 million to $154.5 million. Adjusted EBITDA of $44 million to $46 million. The company maintained its full-year 2026 guidance for revenue of $612 million to $632 million and adjusted EBITDA of $183 million to $191 million. However, Siurek said EverCommerce now expects results to land near the lower end of those ranges.
Management expects growth to increase from the second through fourth quarters, aided by pricing actions, improved customer acquisition efforts, expense discipline and stable customer retention. Siurek said pricing initiatives have already been implemented across several solutions, with their fuller revenue impact expected in the fourth quarter.
EverPro Customer Acquisition and AI Search Efforts EverCommerce said slower customer acquisition in certain EverPro solutions was the primary factor affecting its outlook. Matt Feierstein, EverCommerce’s president and CEO of EverPro, said the softness was linked to evolving AI-driven search behavior that affected organic customer acquisition in some product lines during the first half of the year.
Feierstein said the issue was broad-based among products with substantial organic search exposure rather than concentrated in a specific geographic region. He described the affected offerings as national and international-serving products.
The company is pursuing technical optimization, AI-focused content and authority-building initiatives intended to improve visibility as search behavior changes. Feierstein said the company has begun to see leading indicators move in the desired direction, although he and Siurek stressed that the full-year outlook does not assume an immediate or unusually large recovery in customer acquisition.
“We are absolutely and with urgency working on what we believe will return the organic traffic trends to where they need to,” Feierstein said. “That’s not an overnight switch.”
EverCommerce also said retention in EverPro remained in line with expectations and was somewhat better during the second quarter. Feierstein said payment integration, customer-experience tools, AI voice reception and other workflow capabilities could further improve the value proposition for existing customers.
Payments, Cross-Selling and AI Investments Management highlighted continued expansion in multi-solution adoption. At the end of the quarter, 314,000 customers were enabled for more than one solution, up 20% year over year. About 140,000 customers were actively using more than one solution, up 26% from a year earlier.
Over the trailing 12 months, net revenue retention was 94%. Multi-solution customers generated net revenue retention above 100%, according to the company. EverCommerce said reported net revenue retention was affected by declining third-party partner revenue in its legacy payments business and certain horizontal add-on products.
The company’s six priority growth solutions generated 16.4% year-over-year total payments volume growth and represented 36% of total payments volume, up from 31% in the second quarter of 2025. Payments revenue in those solutions increased 8.5% and accounted for more than 48.5% of total payments revenue.
Remer said EverCommerce is focused on AI-powered workflows for service-oriented small and midsize businesses, including home field services through EverPro, medical practices through EverHealth and wellness providers through EverWell. EverPro and EverHealth together represent about 95% of consolidated revenue.
Goor said his initial focus will be learning the business in detail during his first roughly 90 days as CEO. He said he expects technology to play a central role in improving execution and growth.
“Wherever I can bring technology to bear in strengthening our execution and basically doing what we do, but trying to do it in a better and more optimized way, will be the near-term path to greater growth,” Goor said.
Cash Flow, Debt and Share Repurchases EverCommerce generated $28.5 million in cash flow from operations during the quarter, compared with $27 million in the prior-year period. Levered free cash flow was $19.5 million for the quarter and more than $71.7 million for the trailing 12 months. Adjusted unlevered free cash flow totaled $28.7 million in the quarter and $115.4 million over the trailing 12 months.
Siurek noted that year-over-year comparisons for cash-flow measures are not fully comparable because they include cash generated by the divested Marketing Technology Solutions business through Oct. 31, 2025.
At June 30, EverCommerce had $133 million of cash and cash equivalents, $524 million of debt outstanding and total net leverage of about 2.2 times under its credit facility. The company also had $155 million of undrawn revolver capacity at quarter-end, though that capacity stepped down to $125 million in July.
During the quarter, EverCommerce repurchased approximately 1.4 million shares for $14.8 million, or an average price of $10.32 per share. About $19.2 million remained under its existing $300 million share repurchase authorization through the end of 2026.
About EverCommerce (NASDAQ:EVCM)EverCommerce, Inc is a provider of cloud-based software-as-a-service (SaaS) solutions designed for local service businesses. The company delivers an integrated platform that helps organizations manage customer interactions, streamline operations and facilitate recurring revenue. By combining multiple functions into a single interface, EverCommerce aims to simplify back-office processes and enhance the overall customer experience.
The company’s offerings encompass tools for appointment scheduling, payment processing, client relationship management, marketing automation, reputation management and reporting analytics.
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].
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Should You Invest $1,000 in EverCommerce Right Now?Before you consider EverCommerce, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and EverCommerce wasn't on the list.
While EverCommerce currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.
Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.
Rayonier (RYN - Free Report) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +66.67%. A quarter ago, it was expected that this forest products company would post earnings of $0.06 per share when it actually produced earnings of $0.07, delivering a surprise of +16.67%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Rayonier, which belongs to the Zacks Building Products - Wood industry, posted revenues of $396.5 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 8.88%. This compares to year-ago revenues of $106.5 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Rayonier shares have added about 1.3% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Rayonier?While Rayonier 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 Rayonier was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.13 on $411.95 million in revenues for the coming quarter and $0.32 on $1.45 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, Building Products - Wood is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Aecom Technology (ACM - Free Report) , another stock in the broader Zacks Construction sector, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This provider of technical and management-support services is expected to post quarterly earnings of $1.54 per share in its upcoming report, which represents a year-over-year change of +14.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Aecom Technology's revenues are expected to be $2.09 billion, up 8% from the year-ago quarter.
Paycom Software (PAYC - Free Report) came out with quarterly earnings of $2.78 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $2.06 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +21.93%. A quarter ago, it was expected that this maker of human-resources and payroll software would post earnings of $2.93 per share when it actually produced earnings of $3.15, delivering a surprise of +7.51%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Paycom, which belongs to the Zacks Internet - Software industry, posted revenues of $531.2 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.69%. This compares to year-ago revenues of $483.6 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Paycom shares have added about 10% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Paycom?While Paycom 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 Paycom 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 $2.33 on $533.57 million in revenues for the coming quarter and $10.79 on $2.19 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, Internet - Software is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Datadog (DDOG - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This data analytics and cloud monitoring company is expected to post quarterly earnings of $0.58 per share in its upcoming report, which represents a year-over-year change of +26.1%. The consensus EPS estimate for the quarter has been revised 0.7% higher over the last 30 days to the current level.
Datadog's revenues are expected to be $1.08 billion, up 30.6% from the year-ago quarter.
Rossana Niola, hlavní účetní společnosti Toast, prodala 2 298 akcií za zhruba 76 900 USD v rámci povinného prodeje za účelem úhrady daní. Po transakci jí zůstalo 4 306 akcií.
Rossana Niola, Principal Accounting Officer of Toast, Inc. (TOST +2.93%), sold 2,298 shares of Class A Common Stock on August 4, 2026, according to the SEC Form 4 filing.
Transaction summaryMetricValueShares sold (directly held)2,298Transaction value~$76,900Post-transaction shares (directly held)4,306Post-transaction value$145,585.86Transaction value based on SEC Form 4 weighted average sale price ($33.45); post-transaction value based on August 04, 2026 market close ($33.81).
Key questionsWhat were the specific circumstances surrounding this disposition?
The transaction was a non-discretionary "sell-to-cover" event mandated by the company's equity incentive policy to manage tax liabilities. Such sales are standard procedure for executives receiving equity-based compensation and occur automatically upon the vesting of restricted stock units (RSUs).How much equity does the insider retain in the company?
Rossana Niola maintains a direct stake of 4,306 shares, representing approximately 0.0007% of the total shares outstanding. This remaining position ensures continued alignment with shareholder interests despite the 35% reduction in direct holdings.What is the scale of Toast operations?
Headquartered in Boston, the company employs 6,500 people and maintains a market cap of $19.6 billion as of the August 4, 2026 market close.Company OverviewMetricValueShare Price (as of market close 2026-08-04)$33.81Market Capitalization$19.6 billionRevenue (TTM)$6.8 billionNet Income (TTM)$486.0 millionCompany SnapshotToast delivers a comprehensive cloud-based digital technology platform specifically designed for the restaurant sector, offering an extensive product suite that includes hardware solutions such as the Toast Point of Sale (POS) system and Toast Flex, which functions as an on-counter order and payment terminal, server workstation, guest kiosk, kitchen display system, and order fulfillment device.The company generates revenue through a subscription-based software model combined with hardware sales, enabling restaurant operators to streamline operations, enhance customer engagement, and optimize financial management through its integrated platform.Toast serves restaurant businesses across the United States and Ireland, targeting establishments of varying sizes that require comprehensive digital solutions to manage point-of-sale operations, inventory, labor, and customer relationships.Toast, Inc. operates as a leading provider of cloud-based restaurant management technology. The company maintains significant scale with 6,500 employees and a market cap of $19.6 billion.
The company demonstrates profitability with trailing 12-month net income of $486.0 million, reflecting strong operational leverage in its software-as-a-service (SaaS) business model. Toast's competitive advantage derives from its vertically integrated approach, offering both software and hardware solutions tailored specifically to the restaurant industry, enabling comprehensive digital transformation for its customer base.
What this transaction means for investorsThe August 4 sale of Toast stock by Principal Accounting Officer Rossana Niola is not a red flag for investors, since the disposition was made to fulfill tax withholding obligations associated with the vesting of restricted stock units.
While the transaction reduced Niola’s direct holdings by a substantial 35% to 4,306 shares, she has more than 46,000 RSUs that can be converted into common stock upon vesting. This remaining stake maintains her alignment with the interests of shareholders.
Niola’s sale comes amid a rally in Toast stock’s price after an excellent second-quarter earnings report. The company experienced a 22% year-over-year increase in new customer locations, which now totals approximately 180,000. This helped Toast hit $1.9 billion in Q2 revenue, up from $1.6 billion in 2025.
As a result, the company delivered diluted earnings per share of $0.26, representing a significant increase over the prior year’s $0.13, another factor in the rise in Toast’s share price.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Toast. The Motley Fool has a disclosure policy.
DoorDash uvedl, že ve 2. čtvrtletí rostl v doručování z restaurací, potravinách i retailu a zlepšená jednotková ekonomika podpořila zisk. Společnost zároveň čeká, že nová vertikální divize bude ve druhé polovině roku 2026 v hrubém zisku.
DoorDash's Drone Certification Could Reshape Its Delivery MarginsDoorDash NASDAQ: DASH executives said the company’s Q2 2026 performance reflected continued growth in restaurant delivery, grocery and retail, international operations and subscription adoption, while improved unit economics supported profitability and ongoing investment in technology.
During the company’s earnings call, Co-Founder, Chair and CEO Tony Xu and CFO Ravi Inukonda emphasized a strategy of reinvesting efficiency gains into product development, merchant tools, autonomous delivery and a unified global technology platform rather than optimizing for short-term margins alone.
Get DoorDash alerts:
Grocery and New Verticals Gain Momentum The Bank of Mom and Dad Is Booming—3 Stocks to WatchXu described grocery as the fastest-growing segment within DoorDash’s marketplace business and said the company has healthy relationships with its merchant partners. While declining to discuss individual commercial agreements or merchant take rates, Xu said DoorDash’s growth with grocery partners creates opportunities to expand those relationships over time.
Inukonda said DoorDash became an order-volume share leader in new verticals in the fourth quarter and has continued to extend that position. He said monthly active users outside restaurant delivery, order frequency and basket sizes have all increased.
The Food Delivery War Just Entered Its Final PhaseThe company remains on track for its overall new-verticals business to become gross-profit positive in the second half of 2026, according to Inukonda. He attributed larger baskets to customers using DoorDash for a broader set of needs as selection and product quality improve.
Xu also highlighted DashMart fulfillment services, through which DoorDash manages inventory in warehouses for retail and grocery partners. He said the model is generating incremental demand because the facilities operate nearly around the clock, compared with conventional store hours. DoorDash is also seeing error rates that are “10x better” because it controls inventory and can sell customers items that are actually in stock, Xu said.
Restaurant Demand and DashPass Adoption Restaurant growth accelerated from the first quarter to the second quarter, Inukonda said, despite what he characterized as an unusually strong comparison period a year earlier. He pointed to growth in DashPass paid subscribers, investments in selection and delivery quality, and continued engagement from mature customer cohorts.
DoorDash added more DashPass subscribers over the past year than it did in the two preceding years combined, Inukonda said. Paid-subscriber growth during the second quarter was among the highest the company has seen in the past couple of years.
Management said the subscription program creates a reinforcing cycle: Customers receive access to restaurant, grocery and retail offerings, use the platform more frequently and spend more over time. Inukonda said DoorDash continues to see higher restaurant and new-vertical spending, as well as greater DashPass penetration, in older cohorts and similar trends in newer ones.
The company recently introduced fees for deliveries over larger distances. Inukonda said the change is intended to better align what consumers pay with the time and effort required from Dashers. He said the fee has been similar to or slightly below prior levels for the large majority of orders in markets where it has launched, and management does not expect a major profit-and-loss impact.
International Growth and Deliveroo Integration DoorDash said Deliveroo has posted accelerating growth across order volume, gross order value, revenue, monthly active users and subscriptions. Xu said the performance reflects lessons learned from DoorDash’s U.S. operations and Wolt, as well as the company’s integration work at Deliveroo.
Inukonda said Deliveroo’s unit economics have also improved, while the company continues to invest in selection, service quality and subscriptions. He added that Deliveroo exceeded the company’s internal volume expectations in the quarter and is contribution-profit positive.
Xu said DoorDash’s international business is concentrated largely in its top 10 markets outside the United States, where the company is either the leader or a strong No. 2 player and is gaining share. Those markets include the United Kingdom, Italy, Germany, the Nordics, Israel and Canada, he said.
Management argued that local commerce is a “minimum viable scale” business, meaning market position does not always directly determine economics. Still, Xu said DoorDash sees significant opportunity to deploy merchant-facing business-to-business products internationally, where restaurant and retail digital tools may be less developed than in the U.S.
Technology Investments Include AI and Autonomous Delivery Xu said DoorDash is focusing its artificial-intelligence spending on customer and merchant outcomes. The company’s Ask DoorDash tool, for example, helps users discover restaurants and build grocery carts, while AI is also being used to automate merchant catalog and menu creation, improve Dasher routing and assist Dashers when issues arise.
Inukonda said DoorDash is using AI across functions including sales, accounting, marketing and finance, while applying internal controls around model selection, spending caps and team budgets. He said management is seeing efficiency gains but intends to reinvest those gains in longer-term opportunities.
On autonomous delivery, Xu said DoorDash Dot has reached meaningful scale in its Phoenix test market, serving tens of thousands of customers through real-world deliveries rather than fixed routes or demonstrations. He said the company expects Dot to reach high-single-digit penetration within that market by year-end.
Xu said scaling autonomy requires solving operational challenges alongside vehicle technology, including merchant pickup timing, retail inventory availability, package configuration, building access and complicated drop-offs. DoorDash is developing an autonomous delivery platform intended to coordinate human Dashers and autonomous vehicles, while allowing merchants to use their existing DoorDash integrations.
Profitability Outlook and Capital Allocation Inukonda said second-quarter adjusted EBITDA outperformance was driven by better-than-expected unit economics, including advertising and subtotal trends in the latter half of the quarter, along with Deliveroo’s stronger-than-anticipated volumes.
He said the company did not defer investments into later quarters, but noted that some EBITDA upside emerged too late in the quarter to reinvest at the level of efficiency DoorDash requires. The company therefore allowed that upside to flow to the bottom line.
For the third quarter, Inukonda said DoorDash expects to land within its previously provided guidance range. He said take rate should be roughly flat from the second quarter to the third quarter before declining in the fourth quarter, when Dasher costs seasonally rise. Management reiterated that it is focused on expanding total profit dollars and free cash flow over time rather than managing toward a specific take-rate percentage.
About DoorDash (NASDAQ:DASH)DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company's core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.
In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.
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].
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Should You Invest $1,000 in DoorDash Right Now?Before you consider DoorDash, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and DoorDash wasn't on the list.
While DoorDash currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge—and the key risks investors should watch as the global AI buildout accelerates.
Axon Enterprise zveřejnila výsledky za 2. čtvrtletí 2026 v rámci konferenčního hovoru k hospodářským výsledkům. V úvodu firma zopakovala, že výhled je založen na aktuálních očekáváních a není zárukou budoucího výkonu.
Axon Enterprise, Inc. (AXON) Q2 2026 Earnings Call August 5, 2026 5:00 PM EDT
Company Participants
Erik Lapinski - Senior Director of Investor Relations
Patrick Smith - Founder, CEO & Director
Joshua Isner - President
Brittany Bagley - COO & CFO
Jeffrey Kunins - Chief Product Officer & CTO
Conference Call Participants
Meta Marshall - Morgan Stanley, Research Division
Michael Ng - Goldman Sachs Group, Inc., Research Division
Jonathan Ho - William Blair & Company L.L.C., Research Division
Trevor Walsh - Citizens JMP Securities, LLC, Research Division
Joseph Cardoso - JPMorgan Chase & Co, Research Division
Keith Housum - Northcoast Research Partners, LLC
Andrew Sherman - TD Cowen, Research Division
Brenden Rogers - Wolfe Research, LLC
James Fish - Piper Sandler & Co., Research Division
William Power - Robert W. Baird & Co. Incorporated, Research Division
David Paige Papadogonas - RBC Capital Markets, Research Division
Jeremy Hamblin - Craig-Hallum Capital Group LLC, Research Division
Presentation
Erik Lapinski
Senior Director of Investor Relations
Hello, everyone, and thank you for joining Axon's executive team today for our second quarter 2026 earnings conference call. Before we get started, I'll note that our remarks today are intended to build upon our most recent shareholder letter and investor materials, which you can find on our investor website at investor.axon.com.
During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our expectations as of today and are not guarantees of future performance. All forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially as discussed in our SEC filings. We will also discuss certain non-GAAP financial measures. Descriptions and reconciliations of GAAP -- to GAAP are included in our shareholder letter and available on our investor website.
Now as always, before we kick it over to Rick, we have a quick video to get us started. Let's pull it
Fluence Energy ve čtvrtletí do června 2026 vykázala tržby 600,18 mil. USD, což bylo o 21,22 % pod odhadem a meziročně o 0,4 % níže. EPS klesl na -0,24 USD z 0,01 USD.
For the quarter ended June 2026, Fluence Energy, Inc. (FLNC - Free Report) reported revenue of $600.18 million, down 0.4% over the same period last year. EPS came in at -$0.24, compared to $0.01 in the year-ago quarter.
The reported revenue represents a surprise of -21.22% over the Zacks Consensus Estimate of $761.85 million. With the consensus EPS estimate being -$0.05, the EPS surprise was -380%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Fluence Energy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Energy Storage Products and Solutions - Deployed: 7,400.00 MW compared to the 8,307.24 MW average estimate based on two analysts.Digital Contracts - Asset under Management: 22,800.00 MW compared to the 24,370.00 MW average estimate based on two analysts.Service Contracts - Asset under Management: 6,300.00 MW compared to the 7,207.44 MW average estimate based on two analysts.Revenue from energy storage products and solutions: $627.28 million versus the three-analyst average estimate of $635.71 million. The reported number represents a year-over-year change of +7.5%.Revenue from services: $20.12 million compared to the $27.23 million average estimate based on three analysts. The reported number represents a change of +18.8% year over year.Revenue from digital applications and solutions: $2.45 million versus the two-analyst average estimate of $10.13 million. The reported number represents a year-over-year change of +37%.View all Key Company Metrics for Fluence Energy here>>>
Shares of Fluence Energy have returned -3.3% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
Matador Resources vykázal za čtvrtletí tržby 1,19 miliardy USD, meziročně o 32,5 % více, a EPS 2,61 USD oproti 1,53 USD před rokem. Tržby i zisk na akcii překonaly odhady Wall Street.
Matador Resources (MTDR - Free Report) reported $1.19 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 32.5%. EPS of $2.61 for the same period compares to $1.53 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $942.74 million, representing a surprise of +25.85%. The company delivered an EPS surprise of +27.32%, with the consensus EPS estimate being $2.05.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Matador performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Average Daily Production Volumes - Oil: 126,106.00 BBL/D versus the eight-analyst average estimate of 124,594.20 BBL/D.Average Daily Production Volumes - Natural gas: 537.1 millions of cubic feet per day versus 512.5 millions of cubic feet per day estimated by eight analysts on average.Average Daily Production Volumes - Total oil equivalent: 215631 millions of barrels of oil equivalent per day compared to the 210114.4 millions of barrels of oil equivalent per day average estimate based on eight analysts.Average Sales Prices - Oil, with realized derivatives: $83.19 compared to the $85.76 average estimate based on six analysts.Average Sales Prices - Oil without realized derivatives: $98.16 versus $99.26 estimated by five analysts on average.Average Sales Prices - Natural gas without realized derivatives: $-0.79 versus $-2.02 estimated by five analysts on average.Average Sales Prices - Natural gas, with realized derivatives: $1.24 versus the five-analyst average estimate of $0.62.Revenues- Third-party midstream services revenues: $44.59 million versus the four-analyst average estimate of $45.37 million. The reported number represents a year-over-year change of +6.2%.Revenues- Oil and natural gas revenues: $1.09 billion versus $933.09 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +33.3% change.View all Key Company Metrics for Matador here>>>
Shares of Matador have returned -6.4% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Victory Capital ve čtvrtletí zvýšila výnosy na 435,36 mil. USD a EPS na 2,21 USD, obojí nad odhady Wall Street. Čisté klientské peněžní toky do fixed income dosáhly 2,67 mld. USD.
For the quarter ended June 2026, Victory Capital Holdings (VCTR - Free Report) reported revenue of $435.36 million, up 24% over the same period last year. EPS came in at $2.21, compared to $1.57 in the year-ago quarter.
The reported revenue represents a surprise of +12.82% over the Zacks Consensus Estimate of $385.88 million. With the consensus EPS estimate being $1.81, the EPS surprise was +22.1%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Victory Capital performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Ending Assets Under Management: $342.45 billion versus $342.45 billion estimated by three analysts on average.Ending assets under management - Fixed Income: $83.41 billion versus the three-analyst average estimate of $83.41 billion.Ending assets under management - Money Market/ Short-term: $3.59 billion versus $3.58 billion estimated by three analysts on average.Ending assets under management - Alternative Investments: $3.37 billion compared to the $3.37 billion average estimate based on three analysts.Ending assets under management - U.S. Small Cap Equity: $11.33 billion versus $11.33 billion estimated by three analysts on average.Ending assets under management - U.S. Mid Cap Equity: $31.29 billion versus the three-analyst average estimate of $31.29 billion.Ending assets under management - U.S. Large Cap Equity: $66.39 billion versus $66.39 billion estimated by three analysts on average.Ending assets under management - Solutions: $105.64 billion versus the three-analyst average estimate of $105.64 billion.Ending assets under management - Global/Non-U.S. Equity: $37.44 billion compared to the $37.44 billion average estimate based on three analysts.Net client cash flows - Fixed Income: $2.67 billion versus $2.3 billion estimated by two analysts on average.Revenue- Investment management fees: $362.24 million versus $310.27 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +28.3% change.Revenue- Fund administration and distribution fees: $73.12 million versus the three-analyst average estimate of $75.6 million. The reported number represents a year-over-year change of +6.1%.View all Key Company Metrics for Victory Capital here>>>
Shares of Victory Capital have returned +14.7% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
Duolingo, Inc. (DUOL - Free Report) came out with quarterly earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.91 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +8.20%. A quarter ago, it was expected that this company would post earnings of $0.79 per share when it actually produced earnings of $0.89, delivering a surprise of +12.66%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Duolingo, which belongs to the Zacks Technology Services industry, posted revenues of $298.45 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.37%. This compares to year-ago revenues of $252.26 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Duolingo shares have lost about 21.5% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Duolingo?While Duolingo 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 Duolingo was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.58 on $305.89 million in revenues for the coming quarter and $2.81 on $1.21 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, Technology Services is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, NextNav Inc. (NN - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 11.
This company is expected to post quarterly loss of $0.16 per share in its upcoming report, which represents a year-over-year change of +46.7%. The consensus EPS estimate for the quarter has been revised 12% higher over the last 30 days to the current level.
NextNav Inc.'s revenues are expected to be $0.9 million, down 25% from the year-ago quarter.
Two Value Tech Stocks Trading Near a Breakout LevelDiodes NASDAQ: DIOD reported second-quarter revenue growth of 22% from a year earlier and issued third-quarter guidance that calls for continued expansion in sales, gross margin and adjusted earnings, citing demand across automotive, industrial and AI-related applications.
Revenue for the quarter ended June 30 was $445.5 million, up from $366.2 million in the same period of 2025 and 10% above $405.5 million in the first quarter. President and CEO Gary Yu said the result marked the company’s sixth consecutive quarter of double-digit year-over-year revenue growth and was supported by growth in every geographic region as well as record global point-of-sale activity.
Get Diodes alerts:
Yu said Diodes’ automotive revenue reached a record 21% of product revenue during the quarter. He attributed the performance to expanding semiconductor content and market-share gains in automotive, industrial and AI-server applications.
Profitability Improved as Revenue Expanded Second-quarter gross profit was $147.6 million, representing a gross margin of 33.1%, compared with 31.5% a year earlier and 31.8% in the prior quarter. Yu said cost and operating initiatives implemented during the market slowdown contributed to a 160-basis-point year-over-year improvement in gross margin.
GAAP net income was $46.6 million, or $1.00 per diluted share, compared with $46.1 million, or $0.99 per diluted share, in the prior-year quarter. The GAAP result included approximately $20 million in unrealized gains on investments, according to CFO Brett Whitmire.
On a non-GAAP basis, adjusted net income was $32.5 million, or $0.70 per diluted share, compared with $15 million, or $0.32 per diluted share, a year ago and $19.8 million, or $0.43 per diluted share, in the first quarter. Adjusted results excluded, net of tax, investment gains, acquisition-related intangible amortization, board and officer retirement expenses, and acquisition-related costs.
Cash flow from operations totaled $68.5 million, while free cash flow was $34.8 million after $33.6 million in capital expenditures. The company had approximately $442 million in cash equivalents, restricted cash and short-term investments at quarter-end, against approximately $40 million of total debt.
Inventory days declined to approximately 152 from 157 in the first quarter. Finished-goods inventory days fell to 51 from 55. Whitmire said inventory dollars increased by $11.8 million to $504.6 million to support customer requirements, anticipated growth and longer manufacturing lead times.
Third-Quarter Outlook Calls for Further Growth For the third quarter, Diodes expects revenue of approximately $510 million, plus or minus 3%. At the midpoint, that would represent a 30% year-over-year increase and a 14% sequential increase.
The company forecast GAAP gross margin of 35%, plus or minus 1%, and non-GAAP adjusted earnings per share of $1.05, plus or minus $0.10. Yu said the expected results would include another 190 basis points of sequential gross-margin improvement and bring the company closer to its three-year targets of $2 billion in annual revenue and more than $4 in non-GAAP EPS.
Senior Vice President of Worldwide Sales and Marketing Emily Yang said Diodes expects growth in nearly all end markets during the third quarter. She identified AI-related applications, particularly server motherboards, automotive market-share gains, industrial recovery, seasonal consumer demand and networking demand as expected contributors.
Automotive and Computing Led End-Market Growth Automotive revenue increased 15% sequentially and more than 37% year over year, Yang said. The company cited demand for voltage-translation ICs, power-management products, networking devices, power protection, motor control, automotive lighting and electrification-related components.
Industrial revenue grew 5% sequentially and more than 24% from a year earlier. Yang said demand was supported by AI infrastructure, automation, robotics, energy management, healthcare and smart-infrastructure applications. The company also pointed to the shift toward 400-volt and 800-volt power architectures in AI-related applications as a potential driver for its power-management and discrete-product portfolios.
Computing revenue rose 18% sequentially and 33% year over year, making it the company’s strongest growth driver, according to Yang. She said Diodes secured multiple server-platform design wins for clock generators and timing solutions as customers transition to newer PCI Express architectures. New timing products are ramping into AI-server platforms, she added.
Consumer revenue increased almost 10% sequentially and 17% year over year, though Yang said the overall market remained affected by memory shortages and slower demand. Communication revenue declined 7% sequentially and about 3% year over year, reflecting softer Chinese smartphone demand. Networking demand remained strong, Yang said, aided by investment in AI infrastructure and enterprise networking.
Elevate Deal and Capacity Plans Yu also discussed Diodes’ proposed acquisition of Elevate Semiconductor, a fabless semiconductor company focused on integrated circuits for automated test equipment. He said the acquisition would add a higher-margin product line centered on low-power, high-density signal-chain amplifiers and data converters, complementing Diodes’ analog and mixed-signal portfolio.
The company expects the transaction to be immediately accretive and to add roughly $15 million of revenue in the first 12 months after closing. Yu said Elevate’s revenue is expected to grow at a compound annual rate above 20% over the following four years, with gross margin “significantly higher” than Diodes’ corporate average.
On manufacturing, Yu said Diodes is increasing utilization at its wafer fabs, migrating some production from six-inch to eight-inch wafers and using external partners in Korea and Taiwan to add capacity. He said the company performs about 75% of assembly and testing internally and is selectively expanding capacity for packages including DFN and CSP. Diodes currently produces about half of its wafers internally and sources the other half externally, he said.
Yang said channel inventory declined both in dollars and weeks during the quarter and remained below the company’s normal range of 11 to 14 weeks. In response to a question about potential double ordering, she said the company did not see evidence of double booking or shipments building channel inventory.
About Diodes (NASDAQ:DIOD)Diodes Incorporated NASDAQ: DIOD is a global manufacturer and supplier of high‐performance discrete, logic, analog and mixed‐signal semiconductor products. Headquartered in Plano, Texas, the company designs and develops a broad range of discrete components, standard logic functions, power management circuits, interface products and array products. Its portfolio includes rectifiers, MOSFETs, general‐purpose diodes, voltage regulators, comparators, buffers and other building blocks for electronic systems.
Diodes Incorporated serves a variety of end markets such as automotive, computing, communications, consumer electronics, industrial and lighting.
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].
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Should You Invest $1,000 in Diodes Right Now?Before you consider Diodes, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Diodes wasn't on the list.
While Diodes currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Enter your email address and we’ll send you MarketBeat’s list of ten stocks set to soar in Summer 2026, despite the threat of tariffs and what's happening in Iran. These ten stocks are incredibly resilient and are likely to thrive in any economic environment.
GoodRx ve 2. čtvrtletí vykázal tržby 200,41 milionu USD, meziročně o 1,3 % méně, ale nad odhady Wall Street o 3,92 %. EPS činil 0,08 USD, v souladu s očekáváním.
For the quarter ended June 2026, GoodRx Holdings, Inc. (GDRX - Free Report) reported revenue of $200.41 million, down 1.3% over the same period last year. EPS came in at $0.08, compared to $0.09 in the year-ago quarter.
The reported revenue represents a surprise of +3.92% over the Zacks Consensus Estimate of $192.86 million. With the consensus EPS estimate being $0.08, the company has not delivered EPS surprise.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how GoodRx performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Monthly Active Consumers: 5 compared to the 5 average estimate based on three analysts.Subscription plans: 764 compared to the 726 average estimate based on two analysts.Revenue- Prescription transactions: $106.39 million versus the three-analyst average estimate of $109.31 million. The reported number represents a year-over-year change of -25.6%.Revenue- Other: $3.88 million versus the three-analyst average estimate of $3.88 million. The reported number represents a year-over-year change of -15%.Revenue- Pharma direct: $61.63 million compared to the $55.4 million average estimate based on three analysts. The reported number represents a change of +76.2% year over year.Revenue- Subscription: $28.51 million versus $25.61 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +39.3% change.View all Key Company Metrics for GoodRx here>>>
Shares of GoodRx have returned +10.2% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
MKS (MKSI - Free Report) came out with quarterly earnings of $3.3 per share, beating the Zacks Consensus Estimate of $2.94 per share. This compares to earnings of $1.77 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +12.25%. A quarter ago, it was expected that this maker of analysis and processing equipment for semiconductor companies would post earnings of $2 per share when it actually produced earnings of $2.3, delivering a surprise of +15%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
MKS, which belongs to the Zacks Electronics - Miscellaneous Products industry, posted revenues of $1.25 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.06%. This compares to year-ago revenues of $973 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
MKS shares have added about 100.7% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for MKS?While MKS has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for MKS 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 $3.30 on $1.26 billion in revenues for the coming quarter and $11.81 on $4.87 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, Electronics - Miscellaneous Products is currently in the top 20% 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.
Plug Power (PLUG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This alternative energy company is expected to post quarterly loss of $0.08 per share in its upcoming report, which represents a year-over-year change of +50%. The consensus EPS estimate for the quarter has been revised 4.4% higher over the last 30 days to the current level.
Plug Power's revenues are expected to be $167.74 million, down 3.6% from the year-ago quarter.
Agilon Health oznámila za čtvrtletí tržby 1,49 miliardy USD, meziročně o 7,2 % více, a EPS 1,04 USD oproti ztrátě 6,25 USD před rokem. Tržby i EPS překonaly odhady.
Agilon Health (AGL - Free Report) reported $1.49 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 7.2%. EPS of $1.04 for the same period compares to -$6.25 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.45 billion, representing a surprise of +3.33%. The company delivered an EPS surprise of +1633.33%, with the consensus EPS estimate being $0.06.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Agilon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Avg. Medicare Advantage Members: 447,000 versus the two-analyst average estimate of 432,000.Revenues- Medical services: $1.49 billion compared to the $1.44 billion average estimate based on two analysts. The reported number represents a change of +7.3% year over year.Revenues- Other operating: $1.82 million versus $2.65 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -38.1% change.View all Key Company Metrics for Agilon here>>>
Shares of Agilon have returned -11.8% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Warrior Met Coal (HCC - Free Report) came out with quarterly earnings of $1.65 per share, beating the Zacks Consensus Estimate of $1.54 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +7.14%. A quarter ago, it was expected that this company would post earnings of $1.21 per share when it actually produced earnings of $1.37, delivering a surprise of +13.22%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Warrior Met Coal, which belongs to the Zacks Coal industry, posted revenues of $509.69 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.68%. This compares to year-ago revenues of $297.52 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Warrior Met Coal shares have lost about 7.6% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Warrior Met Coal?While Warrior Met Coal 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 Warrior Met Coal was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.54 on $522.41 million in revenues for the coming quarter and $5.83 on $2 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Coal is currently in the top 14% 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, Core Natural Resources (CNR - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This coal company is expected to post quarterly earnings of $0.37 per share in its upcoming report, which represents a year-over-year change of +152.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Core Natural Resources' revenues are expected to be $1.09 billion, down 1.2% from the year-ago quarter.
FTC podala na Hims žalobu kvůli údajnému sdílení citlivých zdravotních údajů s inzerenty. Akcie na tuto zprávu 29. července klesly o 14,73 % na 25,00 USD.
NEW YORK, Aug. 05, 2026 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP is investigating potential claims against Hims & Hers Health, Inc. (“Hims” or the “Company”) (NYSE: HIMS). The investigation concerns whether the Company and/or members of its senior management may have violated federal securities laws or engaged in other unlawful business practices.
[LEARN MORE ABOUT THE INVESTIGATION]
What Happened?
On July 29, 2026, the Federal Trade Commission (the “FTC”) filed a lawsuit against Hims, accusing the Company of sharing customers’ medical information with third-party advertisers. The FTC complaint accuses the Company of “deceptive and unlawful privacy practices,” including sharing sensitive details about patients’ health with Meta Platforms. On this news, Hims’s stock price fell $4.32 per share, or 14.73%, to close at $25.00 on July 29, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired Hims securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Allient ve 2. čtvrtletí vykázal zisk na akcii 0,8 USD a tržby 153,77 milionu USD, obojí nad odhady. Zisk meziročně vzrostl z 0,57 USD na akcii. Výsledky se vztahují ke čtvrtletí končícímu v červnu 2026.
Allient (ALNT - Free Report) came out with quarterly earnings of $0.8 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.57 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +29.03%. A quarter ago, it was expected that this motion control product maker would post earnings of $0.55 per share when it actually produced earnings of $0.5, delivering a surprise of -9.09%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Allient, which belongs to the Zacks Electronics - Miscellaneous Components industry, posted revenues of $153.77 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.12%. This compares to year-ago revenues of $139.58 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Allient shares have added about 75.9% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Allient?While Allient has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Allient was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.69 on $147.95 million in revenues for the coming quarter and $2.47 on $582.65 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Components is currently in the top 22% 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.
Ouster, Inc. (OUST - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This company is expected to post quarterly loss of $0.31 per share in its upcoming report, which represents a year-over-year change of +18.4%. The consensus EPS estimate for the quarter has been revised 3.8% higher over the last 30 days to the current level.
Ouster, Inc.'s revenues are expected to be $50.77 million, up 44.8% from the year-ago quarter.
Tennant (TNC - Free Report) came out with quarterly earnings of $0.83 per share, missing the Zacks Consensus Estimate of $1.23 per share. This compares to earnings of $1.49 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -32.52%. A quarter ago, it was expected that this maker of products for cleaning floors, parking lots and hospitals would post earnings of $0.24 per share when it actually produced earnings of $0.58, delivering a surprise of +141.67%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Tennant, which belongs to the Zacks Manufacturing - General Industrial industry, posted revenues of $324 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.89%. This compares to year-ago revenues of $318.6 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Tennant shares have added about 21.1% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Tennant?While Tennant has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Tennant 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 $1.54 on $321.2 million in revenues for the coming quarter and $5.12 on $1.27 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, Manufacturing - General Industrial is currently in the top 22% 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, Parker-Hannifin (PH - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This maker of motion and control products is expected to post quarterly earnings of $8.29 per share in its upcoming report, which represents a year-over-year change of +7.8%. The consensus EPS estimate for the quarter has been revised 0.1% higher over the last 30 days to the current level.
Parker-Hannifin's revenues are expected to be $5.61 billion, up 6.9% from the year-ago quarter.
Blue Bird ve 3. čtvrtletí zvýšil tržby na 517 milionů USD a upravenou EBITDA na rekordních 71 milionů USD, zároveň navýšil celoroční výhled na EBITDA. Firma také oznámila rozšířenou spolupráci s Ford Motor Co. v segmentu komerčních podvozků.
Top 3 High-Risk, High-Reward Plays for Bullish InvestorsBlue Bird NASDAQ: BLBD reported fiscal 2026 third-quarter revenue of $517 million and adjusted EBITDA of $71 million, as the school-bus manufacturer said it exceeded its guidance across metrics and raised its full-year adjusted EBITDA outlook.
The company also announced an expanded collaboration with Ford Motor Co. that will move Blue Bird into the Class 5 and 6 commercial strip-chassis market. Under the agreement, Blue Bird will assume design, manufacturing and sales responsibility for the next-generation Ford F-53 and F-59 commercial strip chassis, using Ford medium-duty powertrains.
Get Blue Bird alerts:
Is CRISPR Therapeutics the NVIDIA of gene editing?“The Blue Bird team delivered outstanding sales and Adjusted EBITDA, beating guidance for the 15th consecutive quarter,” President and CEO John Wyskiel said during the company’s earnings call.
Third-Quarter Results Include Micro Bird Consolidation Blue Bird sold 3,525 buses during the quarter ended June 27, including 1,235 Micro Bird units. The company consolidated Micro Bird’s results for the first time following its April 1 acquisition of the remaining 50% stake in the joint venture.
Gene therapy: Why does it cost millions for a single treatment? Revenue rose $119 million from the prior-year period to $517 million, with Micro Bird contributing approximately $123 million. Blue Bird’s core bus revenue was $369 million, down 1% year over year, which CFO Razvan Radulescu attributed to a higher level of finished-goods inventory for General Services Administration and fleet customers. However, average Blue Bird bus revenue per unit increased by about $10,000.
Adjusted EBITDA increased $13 million year over year to a record third-quarter $71 million. Micro Bird consolidation accounted for $8 million of the increase. Adjusted net income was $45 million, while adjusted diluted earnings per share rose $0.09 from a year earlier to $1.28.
Adjusted free cash flow totaled $28 million, down $24 million from the prior-year quarter due to seasonal working-capital needs and finished-goods inventory for GSA and fleet orders. Blue Bird ended the quarter with $117 million in cash and total liquidity of $259 million.
Year-to-date revenue increased 12% to $1.2 billion. Year-to-date adjusted EBITDA reached $172 million, up $19 million from the prior year. Year-to-date free cash flow was $100 million, up $7 million year over year. Quarterly gross margin was 20%, down 160 basis points, primarily reflecting the consolidation of Micro Bird. Backlog, Alternative-Power Sales and School Bus Demand Blue Bird ended the quarter with backlog of approximately 4,900 units, including about 1,300 Micro Bird units and nearly 800 electric vehicles. Its Type C and D backlog was just under 3,600 units.
Alternative-power buses represented 54% of unit sales during the quarter. The company sold more than 350 electric vehicles, or 10% of total unit volume, including 300 Blue Bird EVs and 55 Micro Bird EVs. Blue Bird said its EV order book extends into 2027.
Wyskiel said the company continues to see favorable school bus market fundamentals, citing an aging fleet, replacement demand and supply constraints in recent years. He said more than 250,000 school buses are more than 10 years old, while buses sold during the high-volume 2017 through 2019 period are approaching replacement age.
The company said industry orders increased 7% on a trailing 12-month basis, while Blue Bird’s order intake rose 9%. Wyskiel also said funding for electric school buses remains relevant, pointing to continuing EPA Clean School Bus program activity, state funding and fleet EV mandates.
Ford Collaboration Targets Commercial Chassis Expansion Blue Bird said its Ford agreement runs through the end of 2033, with an extension opportunity through 2036. The company also plans to acquire assets from Detroit Chassis LLC’s Detroit Assembly Plant, the current contract assembler of the F-53 and F-59 chassis.
The Detroit Chassis asset purchase is expected to close in calendar-year first quarter 2027, following the end of production for the current chassis. Blue Bird expects production of its next-generation chassis to begin in calendar-year first quarter 2028. In the question-and-answer session, Radulescu said production startup would occur around the middle of fiscal 2028, followed by ramp-up activity through fiscal 2029.
Blue Bird estimated the new opportunity expands its addressable market by $1.4 billion across commercial delivery and Class A recreational-vehicle segments. The company expects the segment to reach approximately 10,000 annual units by 2030 and produce more than $100 million in longer-term adjusted EBITDA, representing margins of 14% to 15%.
Radulescu said Blue Bird expects to invest about $90 million in 2027 for the initiative, including $50 million of capital expenditures. The Detroit Chassis asset acquisition will cost $7 million in cash, according to the company’s comments during the call.
Wyskiel said the Ford collaboration became Blue Bird’s primary route into the chassis market, replacing its earlier plan to enter the segment independently. He said the company expects Ford’s involvement in transferring fleet, RV and specialty-body manufacturer relationships to support an orderly market transition.
Guidance Raised and Long-Term Targets Updated For fiscal 2026, Blue Bird maintained its revenue outlook midpoint and now expects revenue in a range of $1.74 billion to $1.76 billion. The company raised its adjusted EBITDA forecast to a range of $245 million to $250 million, or about 14% of revenue, from its previous outlook.
Blue Bird forecast adjusted free cash flow of $125 million to $135 million for the year. The outlook includes up to $5 million of extraordinary capital expenditures related to the company’s 50% fiscal 2026 share of a new plant investment supported by a Department of Energy grant, Radulescu said.
Looking further ahead, Blue Bird said pro forma results for fiscal 2026 and 2027, including a full year of Micro Bird consolidation, indicate approximately $2 billion in revenue and roughly $260 million in adjusted EBITDA before the non-capitalized component of the Ford chassis investment and other early-stage product investments.
The company updated its long-term targets to approximately $3 billion in revenue and adjusted EBITDA of $400 million to $500 million or more, with adjusted EBITDA margins of 14.5% to 15% or higher. Blue Bird also said it intends to refinance and expand its credit facility by the end of calendar 2026, maintain leverage below two times adjusted EBITDA and remain opportunistic with share repurchases. About $90 million remained under its existing buyback authorization.
About Blue Bird (NASDAQ:BLBD)Blue Bird Corporation NASDAQ: BLBD is a leading manufacturer of buses and mass transportation vehicles headquartered in Fort Valley, Georgia. The company's core business encompasses the design, engineering, and production of school buses and activity buses, with a product lineup that includes conventional (Type C) models, transit-style (Type D) models and specialty configurations for special-needs and activity transport. In recent years, Blue Bird has expanded its offerings to include zero-emission electric school buses, reflecting its commitment to advanced propulsion technologies and environmental sustainability.
Established in 1927, Blue Bird has built a legacy of safety and reliability in student transportation.
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].
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Should You Invest $1,000 in Blue Bird Right Now?Before you consider Blue Bird, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Blue Bird wasn't on the list.
While Blue Bird currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
With the proliferation of data centers and electric vehicles, the electric grid will only get more strained. Download this report to learn how energy stocks can play a role in your portfolio as the global demand for energy continues to grow.
Walt Disney (DIS +3.65%) delivered the goods on Wednesday morning. The king of the entertainment industry broadcast its fiscal third-quarter results, and investors clearly found much to like about the company’s recent performance and its future potential.
Two items that were particularly appealing were management’s stated goal of —again — increasing its share repurchase target, and its adherence to the existing double-digit growth guidance. Let’s tune in to the quarter.
Image source: Walt Disney.
The happiest investors on Earth?Disney grew its revenue by 7% year over year during the period to $25.2 billion. The company’s net income not under generally accepted accounting principles (non-GAAP, or adjusted) increased by 23% to over $3.8 billion, or $2.06 per share.
The company missed the consensus analyst revenue estimate slightly but beat on adjusted net income. Professional Disney-watchers were anticipating $25.4 billion on the top line, and only $1.86 for adjusted earnings per share (EPS).
Of its three reporting units, experiences posted the highest revenue growth rate. This came in at 10%, to a total of just under $10 billion. The company’s first-in-class theme parks benefited from the annual admission price raises that are becoming routine, and other factors such as a sustained boom in travel and tourism. The overall take for theme park admissions rose 9% to nearly $3.3 billion, while the popularity of travel helped the company’s resorts and vacations segment post a robust 17% improvement to almost $2.8 billion.
The company’s core entertainment operations did well too, with overall revenue rising 6% to $11.3 billion. The growth spot within the category was subscription and affiliate fees; these advanced by 12% to over $7.5 billion. Disney’s sports division (dominated by ESPN) placed last, with revenue growth of 4% to $4.5 billion. Finally, inter-segment eliminations shaved $565 million off the company’s total top-line figure.
Today's Change
(
3.65
%) $
3.58
Current Price
$
101.76
Unified strategyWhile this didn’t qualify as a blowout quarter, the across-the-board revenue growth rates demonstrate the effectiveness of the One Disney strategy, which more tightly integrates the sprawling company’s many entertainment operations. New film releases are accompanied by pushes in related merchandise and, at times, new theme park attractions. Disney is a master at this: a customer paying for a movie ticket becomes a buyer of a doll depicting the lead character, and later a Disneyland attendee eager to go on the ride linked to the film.
While investors surely would have loved a guidance raise, management’s reaffirmation of its existing forecasts presages continued growth. Its full-year 2026 earnings projections were maintained: adjusted EPS growth of either 12% or 16% over the previous year, depending on whether you count the year’s extra reporting week. The company also maintained its forecast of a double-digit percentage improvement in profitability for 2027, although it has yet to put a specific number to it.
That steady-and-she-goes stance put a spotlight on the raised goal for share repurchases. The company said it is now targeting total spend of a whopping $9 billion this fiscal year on buybacks, up from the “merely” $8 billion goal stated in the previous quarter, and the $7 billion of the quarter prior to that (also, far above the $3.5 billion spent in fiscal 2025). That huge and steadily rising figure is more than an investor-morale-boosting effort at this point; it clearly shows that management thinks the stock is undervalued.
I would agree with that take. Disney remains miles ahead of any other entertainment company, in both scale and the many sources of revenue growth at its disposal. That, bolstered by the One Disney strategy that maximizes revenue amplification, presages a bright future for the company. I continue to believe that investors seeking the single best entertainment stock for their portfolios will make the right choice with this one.
Chord Energy Corporation (CHRD - Free Report) came out with quarterly earnings of $6.44 per share, missing the Zacks Consensus Estimate of $6.68 per share. This compares to earnings of $1.79 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -3.59%. A quarter ago, it was expected that this company would post earnings of $3.35 per share when it actually produced earnings of $4.56, delivering a surprise of +36.12%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Chord Energy Corporation, which belongs to the Zacks Oil and Gas - Exploration and Production - United States industry, posted revenues of $1.49 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.76%. This compares to year-ago revenues of $1.18 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.
Chord Energy Corporation shares have added about 47.7% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Chord Energy Corporation?While Chord Energy Corporation has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Chord Energy Corporation 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 #4 (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 $3.71 on $1.17 billion in revenues for the coming quarter and $18.32 on $4.86 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, Oil and Gas - Exploration and Production - United States is currently in the bottom 13% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Northern Oil and Gas (NOG - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This independent oil and gas company is expected to post quarterly earnings of $1.02 per share in its upcoming report, which represents a year-over-year change of -25.6%. The consensus EPS estimate for the quarter has been revised 3.2% higher over the last 30 days to the current level.
Northern Oil and Gas' revenues are expected to be $545.76 million, down 5% from the year-ago quarter.
Block po reorganizaci hlásí rychlejší vývoj díky AI: počet změn kódu na inženýra vzrostl od začátku roku o 150 % a produktové náklady ve čtvrtletí klesly meziročně o 17 %.
Block drew plenty of attention earlier this year when CEO Jack Dorsey announced plans to cut roughly 40% of the company’s workforce and put artificial intelligence at the center of its operations. The move made Block one of the most closely watched tests of a question confronting corporate America: Can AI allow a large company to operate with far fewer people without sacrificing growth?
Nearly six months into the reorganization, Dorsey says the answer is beginning to emerge.
“The biggest proof point is our shipping velocity,” Dorsey told analysts during Block’s second-quarter earnings call. He pointed to Buzz, the company’s new platform where AI agents and employees can collaborate on software development and other work. “We have a very small team on a product like Buzz,” he said, adding that Block uses it internally to develop products and coordinate projects.
The company says the changes are allowing smaller teams to move faster. AI is now involved in nearly every change to Block’s production code, while the number of code changes per engineer has risen 150% since the beginning of the year. Square shipped 130 features during the first half, more than three times as many as it shipped during the same period last year.
Block also says the overhaul is lowering personnel costs. Product development expenses declined 17% year over year on a GAAP basis during the quarter, reflecting reduced employee-related costs following the February reorganization. The company has continued spending in areas where it sees growth opportunities, however, including sales, Cash App and AI infrastructure.
The next step is taking those internal AI capabilities to customers. Block launched Buzz publicly in July and plans to offer hosted versions for companies that don’t want to manage their own infrastructure. Dorsey said Block intends to make money from Buzz but hasn’t settled on a single pricing model.
Other AI agents are already moving into Block’s consumer and merchant products. Moneybot, Cash App’s financial assistant, has more than 1 million weekly engaged accounts. Managerbot is automating marketing, profit-margin analysis and operational fixes for Square sellers. Dorsey also identified agents that can make transactions as a “natural place” for Block to explore.
That AI push arrived alongside accelerating growth in the company’s main businesses:
Cash App: Gross profit increased 31% year over year to $1.97 billion. Commerce volume rose 17% to $56.5 billion, while consumer lending originations jumped 59% to $18.9 billion. Cash App had 59 million monthly transacting accounts in June, up 3%, while primary banking accounts increased 17% to 9.4 million. Square: Gross profit rose 13% to $1.16 billion and payment volume increased 13% to $72.8 billion. U.S. payment volume grew 10%, its strongest pace since the second quarter of 2023. International payment volume climbed 28%, or 25% after accounting for currency movements. Financial services: Gross profit from Block’s financial solutions business surged 43%, led by Cash App’s consumer lending products. Square’s credit card reached more than $1 billion in annualized spending. Square Financial Services also began offering eligible sellers a 3.5% annual percentage yield on savings and processed its first Square acquiring transaction in June. Block expects deposits eventually to provide a lower-cost source of funding for loans. Across the company, second-quarter revenue increased 9% to $6.62 billion. Gross profit rose 25% to $3.17 billion. Block reported operating income of $447 million and net income attributable to common shareholders of $89 million, or 15 cents per diluted share. Adjusted operating income reached a record $864 million and adjusted earnings rose 65% to $1.02 per diluted share.
Block raised its full-year outlook following the quarter. It now expects gross profit of $12.51 billion, up 21%, and adjusted operating income of $3.47 billion. Adjusted earnings are projected to rise 70% to $4.02 per share. Those figures don’t settle the broader debate over AI and jobs, but they give Block something concrete to show for an overhaul that was impossible to ignore.
Goodyear (GT - Free Report) came out with a quarterly loss of $0.61 per share versus the Zacks Consensus Estimate of a loss of $0.59. This compares to a loss of $0.17 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -3.39%. A quarter ago, it was expected that this tire maker would post a loss of $0.49 per share when it actually produced a loss of $0.39, delivering a surprise of +20.41%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Goodyear, which belongs to the Zacks Rubber - Tires industry, posted revenues of $4.25 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.55%. This compares to year-ago revenues of $4.47 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.
Goodyear shares have lost about 17.9% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Goodyear?While Goodyear 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 Goodyear was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.20 on $4.63 billion in revenues for the coming quarter and -$0.26 on $17.76 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, Rubber - Tires is currently in the bottom 12% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Auto-Tires-Trucks sector, VinFast Auto Ltd. (VFS - Free Report) , is yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.26 per share in its upcoming report, which represents a year-over-year change of +25.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
VinFast Auto Ltd.'s revenues are expected to be $1.25 billion, up 88.8% from the year-ago quarter.
Realty Income Corporation (O) Q2 2026 Earnings Call August 5, 2026 5:00 PM EDT
Company Participants
Alexander Waters - Vice President of Investor Relations
Sumit Roy - President, CEO & Director
Jonathan Pong - Executive VP, CFO & Treasurer
Neil Abraham - President of Realty Income International, Executive VP & Chief Strategy Officer
Mark Hagan - Executive VP & Chief Investment Officer
Conference Call Participants
Michael Goldsmith - UBS Investment Bank, Research Division
Brad Heffern - RBC Capital Markets, Research Division
Rob Stevenson
Bennett Rose - Citigroup Inc., Research Division
Haendel St. Juste - Mizuho Securities USA LLC, Research Division
Omotayo Okusanya - Deutsche Bank AG, Research Division
Alec Feygin - Robert W. Baird & Co. Incorporated, Research Division
Ronald Kamdem - Morgan Stanley, Research Division
James Kammert - Evercore ISI Institutional Equities, Research Division
Jason Wayne - Barclays Bank PLC, Research Division
Jana Galan - BofA Securities, Research Division
Anthony Paolone - JPMorgan Chase & Co, Research Division
Greg McGinniss - Scotiabank Global Banking and Markets, Research Division
Eric Borden - BMO Capital Markets Equity Research
Upal Rana - KeyBanc Capital Markets Inc., Research Division
Jay Kornreich - Cantor Fitzgerald & Co., Research Division
Spenser Allaway - Green Street Advisors, LLC, Research Division
Presentation
Operator
Good day, and welcome to the Realty Income Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, today's event is being recorded.
I would now like to turn the conference over to Alex Waters, Vice President, Investor Relations. Please go ahead.
Alexander Waters
Vice President of Investor Relations
Thank you for joining Realty Income's second quarter 2026 results conference call. Joining us on the conference call today are Sumit Roy, President and Chief Executive Officer; Jonathan Pong, Chief Financial Officer and Treasurer; Neil Abraham, Chief Strategy Officer and President, Realty Income International; and Mark Hagan, Chief Investment Officer.
During this conference call, we will make certain statements that may be considered forward-looking
CF Industries (CF - Free Report) came out with quarterly earnings of $4.73 per share, missing the Zacks Consensus Estimate of $5.65 per share. This compares to earnings of $2.37 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -16.28%. A quarter ago, it was expected that this fertilizer maker would post earnings of $2.43 per share when it actually produced earnings of $2.89, delivering a surprise of +18.93%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
CF, which belongs to the Zacks Fertilizers industry, posted revenues of $2.22 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 8.74%. This compares to year-ago revenues of $1.89 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.
CF shares have added about 52.7% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for CF?While CF has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for CF 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 $3.71 on $1.98 billion in revenues for the coming quarter and $16.69 on $8.7 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, Fertilizers is currently in the bottom 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Green Plains Renewable Energy (GPRE - Free Report) , another stock in the broader Zacks Basic Materials sector, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This ethanol production, marketing and commodities company is expected to post quarterly earnings of $0.65 per share in its upcoming report, which represents a year-over-year change of +258.5%. The consensus EPS estimate for the quarter has been revised 11.3% lower over the last 30 days to the current level.
Green Plains Renewable Energy's revenues are expected to be $528.9 million, down 4.3% from the year-ago quarter.
Etsy ve čtvrtletí vykázala tržby 668,31 milionu USD, meziročně o 0,7 % méně, ale nad odhadem Wall Street 649,7 milionu USD. EPS činil 1,34 USD, také nad konsensem 1,17 USD.
Etsy (ETSY - Free Report) reported $668.31 million in revenue for the quarter ended June 2026, representing a year-over-year decline of 0.7%. EPS of $1.34 for the same period compares to $0.25 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $649.7 million, representing a surprise of +2.87%. The company delivered an EPS surprise of +14.53%, with the consensus EPS estimate being $1.17.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Etsy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total GMS: $2.58 million versus $2.51 million estimated by eight analysts on average.Active buyers: 86,969 versus 87,258 estimated by six analysts on average.Revenue- Services: $212.24 million compared to the $205.71 million average estimate based on seven analysts. The reported number represents a change of +3.8% year over year.Revenue- Marketplace: $456.07 million compared to the $441.18 million average estimate based on seven analysts. The reported number represents a change of -2.6% year over year.View all Key Company Metrics for Etsy here>>>
Shares of Etsy have returned +11.4% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Autodesk v poslední seanci vzrostl o 1,19 % na 240,03 USD a překonal denní ztrátu indexu S&P 500. Před dnešním obchodováním si akcie za předchozí období připsaly 11,69 %.
In the latest close session, Autodesk (ADSK - Free Report) was up +1.19% at $240.03. This move outpaced the S&P 500's daily loss of 0.17%. Meanwhile, the Dow experienced a rise of 0.49%, and the technology-dominated Nasdaq saw a decrease of 0.83%.
Prior to today's trading, shares of the design software company had gained 11.69% outpaced the Computer and Technology sector's gain of 3.01% and the S&P 500's gain of 3.52%.
The upcoming earnings release of Autodesk will be of great interest to investors. The company's earnings report is expected on August 27, 2026. The company is predicted to post an EPS of $3.12, indicating a 19.08% growth compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $2.01 billion, showing a 13.96% escalation compared to the year-ago quarter.
For the full year, the Zacks Consensus Estimates project earnings of $12.58 per share and a revenue of $8.19 billion, demonstrating changes of +20.61% and +18.9%, respectively, from the preceding year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Autodesk. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Autodesk is currently sporting a Zacks Rank of #3 (Hold).
With respect to valuation, Autodesk is currently being traded at a Forward P/E ratio of 18.86. Its industry sports an average Forward P/E of 21.72, so one might conclude that Autodesk is trading at a discount comparatively.
It is also worth noting that ADSK currently has a PEG ratio of 1.12. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. ADSK's industry had an average PEG ratio of 1.2 as of yesterday's close.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 108, placing it within the top 44% of over 250 industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
Bumble oznámila tržby za 2. čtvrtletí ve výši 211 milionů USD, meziročně méně než 248 milionů USD, a upravenou EBITDA 73 milionů USD nad horní hranicí odhadu. Firma zároveň posunula spuštění nového interakčního modelu na začátek roku 2027.
Bumble's Valuation Hits an All-Time Low, Can Its Fortunes Change?Bumble NASDAQ: BMBL reported second-quarter results that were in line with its expectations, with revenue landing in the upper half of its guidance range and adjusted EBITDA exceeding the high end, as the dating-app company continued a technology and product transformation.
Founder and CEO Whitney Wolfe Herd said Bumble has made progress in improving the quality of its member base and is now focused on product innovation and renewed brand investment to return to growth. The company is nearing completion of a technology overhaul, though a complex data migration has delayed some planned product launches by a couple of months.
Get Bumble alerts:
Second-Quarter Financial Results Bumble Stumbles Back Below $20...Should Investors Make a Move?Total revenue for the second quarter was $211 million, down from $248 million a year earlier. Foreign exchange provided an approximately $3 million tailwind during the quarter, according to CFO Kevin Cook.
Bumble App revenue was $172 million, compared with $201 million a year earlier. Badoo App and other revenue was $39 million, down from $47 million. Adjusted EBITDA totaled $73 million, compared with $95 million a year ago. Adjusted EBITDA margin was 35%, compared with 38% in the prior-year period. Cook said Bumble’s gross margin expanded by roughly 380 basis points year over year, with cost of revenue falling to 26% of revenue from 29%. The improvement was driven by continued adoption of alternative billing methods and lower aggregator fees.
3 Stocks That Went Public In 2021 May Be In Buy Range SoonOn a GAAP basis, Bumble recorded a net loss of $128 million, including a $169 million non-cash impairment charge. Cook said the charge did not affect operations, cash flow or liquidity, and that the company would have generated positive net income excluding the charge.
The company generated $54 million in operating cash flow and $51 million in free cash flow during the quarter. It ended the period with $154 million in cash and cash equivalents.
Technology Migration Delays Product Roadmap Wolfe Herd said Bumble is transferring core functions to a new technology platform and moving critical data from its own data centers to cloud infrastructure. The volume and complexity of the data have made the migration more time-consuming than expected, delaying the company’s new interaction model and portions of its product roadmap.
“We would rather get this perfectly right than beat some deadline,” Wolfe Herd said during the question-and-answer session.
The company now expects to begin rolling out elements of its reimagined interaction model in early 2027, rather than in 2026. Wolfe Herd said the approach will move away from optimizing for “swipe speed and velocity” toward “fewer, better, more considered signals.” She did not disclose what would replace swiping, citing competitive considerations.
Once the migration is complete, Bumble expects to move faster in launching member-facing features and enhancing its recommendation engine. Wolfe Herd said the new system should allow the company to make algorithmic adjustments more quickly to surface more relevant matches.
Chat, Matching and Group Initiatives While the platform migration continues, Bumble has been testing changes intended to address member pain points. In 12 markets, the company has changed chat initiation so that either person can send one opening message, but a conversation will not progress until the recipient responds. Bumble is also extending its 24-hour match response window.
Wolfe Herd said initial tests showed significant increases in chat initiation and mutual chat rates. Bumble plans to roll out both updates globally by the end of the month.
The company is also testing algorithmic changes to how recommendations are sorted and surfaced. According to Wolfe Herd, the tests have produced gains in members getting matches and initiating chats, contributing to higher average mutual chats.
Bumble is placing greater emphasis on real-life and group-based ways to meet. The company said its BFF group initiative has seen strong growth in active groups and in the average number of active members per group. Wolfe Herd said the offering has resonated particularly well with Gen Z women.
In addition, Bumble is testing Plans, a standalone app for curated in-person social events that allows attendees to match after an event. Wolfe Herd described early results from summer tests marketed to younger prospective members as promising.
Free Experience and Marketing Investment Bumble is testing a more expansive free experience, including limited free access to the Liked You feature, which has generally been restricted to paying members. The company said early testing has shown increased yes votes, matches and mutual chats.
Wolfe Herd said the company plans to simplify subscription tiers, provide a clearer path from free to paid offerings and explore a higher-priced tier centered on mutual serious intent. “Monetize value and outcomes, not friction,” she said.
After reducing marketing spending during its product transformation, Bumble plans to increase brand marketing in the second half of 2026. The company intends to focus on community, creators and hyperlocal initiatives aimed at younger consumers, with a larger brand push expected in 2027.
Cook said selling and marketing expense was $28 million, or 14% of revenue, compared with $30 million, or 12% of revenue, in the prior-year quarter. Product development expense increased to $31 million from $24 million as Bumble invested in platform modernization.
Wolfe Herd said most of the anticipated decline in margins will be directed toward strategic marketing investments rather than broad spending. She said Bumble will seek to maintain disciplined margins while investing to grow.
Third-Quarter Outlook For the third quarter, Bumble forecast total revenue of $205 million to $213 million, including Bumble App revenue of $167 million to $173 million. The company expects adjusted EBITDA of $56 million to $60 million, representing an approximately 28% margin at the midpoint.
Cook said adjusted EBITDA margins are expected to normalize through the remainder of 2026 as Bumble increases investment in technology, talent, product innovation and marketing. The company expects the benefits of those investments to take time to appear in financial results but believes they will support durable engagement and monetization.
About Bumble (NASDAQ:BMBL)Bumble Inc operates a technology platform designed to facilitate social and professional connections through its suite of apps, most notably the flagship Bumble dating app. The company's core premise is to empower users—particularly women—to make the first move, helping to reshape traditional dating dynamics. In addition to its dating function, Bumble offers mode-switching features that allow users to find friends through “Bumble BFF” or pursue professional networking opportunities via “Bumble Bizz.”
Beyond the Bumble app, the company also owns and operates Badoo, a social discovery platform with a substantial global footprint, particularly in Europe and Latin America.
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].
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Should You Invest $1,000 in Bumble Right Now?Before you consider Bumble, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Bumble wasn't on the list.
While Bumble currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Looking to profit from the electric vehicle mega-trend? Click the link to see our list of which EV stocks show the most long-term potential.
Bumble vykázala za čtvrtletí tržby 210,53 milionu USD, meziročně o 15,2 % méně, a zisk na akcii 0,45 USD oproti 0,64 USD loni. Počet platících uživatelů aplikace Bumble činil 2,08 milionu.
Bumble Inc. (BMBL - Free Report) reported $210.53 million in revenue for the quarter ended June 2026, representing a year-over-year decline of 15.2%. EPS of $0.45 for the same period compares to $0.64 a year ago.
The reported revenue represents a surprise of +0.12% over the Zacks Consensus Estimate of $210.28 million. With the consensus EPS estimate being $0.25, the EPS surprise was +80%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Bumble performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Bumble App Paying Users: 2.08 million versus the two-analyst average estimate of 2.05 million.Total Average Revenue per Paying User: $21.96 compared to the $22.28 average estimate based on two analysts.Badoo App and Other Paying Users: 1.08 million versus 1.07 million estimated by two analysts on average.View all Key Company Metrics for Bumble here>>>
Shares of Bumble have returned +2.6% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
FIS spustila v regionu APAC platformu Digital One Commercial, která bankám umožní obsluhovat všechny firemní segmenty na jednom systému bez výměny core systému. Nabízí i real-time platby, více jazyků, více měn a napojení na ERP.
FIS has launched Digital One™ Commercial in APAC, a core-agnostic, composable commercial banking platform enabling banks to serve all business segments on a single system without replacing existing core systems. Digital One Commercial supports real-time, multi-rail payments with native multi-language, multi-currency, and cloud-ready capabilities for the region's diverse regulatory environments. The platform’s API-first architecture integrates with accounting systems and ERP platforms, giving APAC banks the flexibility to expand commercial banking services without a full technology overhaul. JACKSONVILLE, Fla.--(BUSINESS WIRE)--FIS® (NYSE: FIS), a global leader in financial technology, today launched Digital One™ Commercial in APAC, completing the platform's global rollout and making it available to financial institutions across the US, EMEA, and APAC. Digital One Commercial gives financial institutions the digital infrastructure to serve all their business customers, from small businesses to big enterprises, across multiple markets from a single, core-agnostic deployment.
The launch comes at a pivotal moment for commercial banking across APAC. According to Celent, corporate banking IT spending in APAC grew by 5.5% in 2025 and accelerated by 6.2% in 2026, as banks prioritize investment in client lifecycle management and corporate digital platforms. Yet many institutions still manage SMB and corporate clients on separate, country-specific systems while navigating market-specific compliance requirements1, data sovereignty mandates requiring flexible cloud deployment, and rising expectations from business customers who demand the real-time, connected digital services now standard in retail banking.
Digital One Commercial is purpose-built to serve business customers across the money lifecycle — from everyday cash management and payments through to trade finance, foreign exchange, and corporate treasury — addressing the commercial banking gaps that most constrain APAC financial institutions today:
Core-agnostic and API-first: Digital One Commercial connects to any existing core banking system and supports real-time, multi-rail payments across leading APAC schemes including PayNow, GIRO, FAST, and SWIFT/ISO, alongside trade finance and multi-entity liquidity management. Single platform for every business segment: A composable architecture enables banks to serve small businesses, mid-corporates, and large enterprise clients on a single system, replacing separate platforms segmented by customer tier or geography, with capabilities adopted incrementally and without a full technology overhaul. Built for APAC’s scale and diversity: Native support for English, Simplified Chinese, Traditional Chinese, Bahasa Indonesia, and Vietnamese, alongside multi-currency and multi-time zone capabilities, allows banks to scale across markets from a single platform instance. ERP connectivity: Direct integration with ERP and accounting platforms embeds banking services into business workflows in real time, removing the need for treasury teams to switch between banking portals and internal systems. A leading APAC bank already runs Digital One Commercial across 15 countries on a single instance, serving approximately 350,000 business customers and over one million end-users, accelerating time-to-market for new products and growing commercial banking revenue without the complexity of managing separate country systems.
“APAC's commercial banking landscape is among the most complex in the world, and too many banks are navigating it with separate systems built for individual markets rather than the region. The opportunity is not incremental improvement — it is helping banks unite their commercial banking operations, serve every business segment from a single platform, and unlock growth across the region,” said Peter Boyer, Co-President, Banking Solutions, FIS.
“In APAC, the shift toward platform-based commercial banking is accelerating, driven by the need to unify client experiences and support cross-border services,” said Colin Kerr, Head of Banking and Payments, Celent. “Banks are increasingly prioritizing flexible, integration-led architectures that can sit alongside existing cores - making solutions such as Digital One Commercial highly relevant to current transformation agendas.”
Digital One Commercial is available globally, designed to serve regional banks scaling into new markets and global institutions looking to modernize their commercial banking infrastructure. For more information, visit https://www.fisglobal.com/products/digital-one-commercial.
About FIS
FIS is a financial technology company providing solutions to financial institutions and businesses. We unlock financial technology to the world across the money lifecycle underpinning the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients to confidently run, grow, and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses of all sizes adapt to meet the needs of their customers by harnessing where reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index. To learn more, visit FISglobal.com. Follow FIS on LinkedIn, Facebook and X.
More News From Fidelity National Information Services
Xperi (XPER) ve 2. čtvrtletí překonala odhady: EPS činil 0,28 USD na akcii a tržby dosáhly 114,49 milionu USD. Zisk byl také vyšší než 0,11 USD před rokem.
Xperi (XPER - Free Report) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +33.33%. A quarter ago, it was expected that this media software company would post earnings of $0.2 per share when it actually produced earnings of $0.23, delivering a surprise of +15%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Xperi, which belongs to the Zacks Technology Services industry, posted revenues of $114.49 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.89%. This compares to year-ago revenues of $105.93 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Xperi shares have added about 35.7% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Xperi?While Xperi has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Xperi was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.21 on $114.47 million in revenues for the coming quarter and $0.85 on $458.7 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Red Cat Holdings, Inc. (RCAT - Free Report) , is 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 loss of $0.21 per share in its upcoming report, which represents a year-over-year change of -50%. The consensus EPS estimate for the quarter has been revised 4.4% lower over the last 30 days to the current level.
Red Cat Holdings, Inc.'s revenues are expected to be $22.31 million, up 592.7% from the year-ago quarter.
Clover Health Investments ve 2. čtvrtletí zvýšil tržby o 56 % na 743 milionů USD a vykázal čistý zisk 28 milionů USD. Zároveň zvýšil celoroční výhled pro rok 2026.
MarketBeat Week in Review – 03/03 - 03/07Clover Health Investments NASDAQ: CLOV reported second-quarter results that showed continued Medicare Advantage membership growth alongside profitability, while raising its full-year 2026 outlook across its key financial measures.
Chief Executive Officer Andrew Toy said the company views its Clover Assistant technology as the foundation of its clinical and financial strategy. The platform is designed to help physicians make care decisions using a more complete view of each patient, which Clover said can support earlier disease identification and more consistent management of chronic conditions.
Get CLOV alerts:
Missed the Hims & Hers Rally? Clover Health Could Be NextFor the first half of 2026, Clover said Medicare Advantage membership grew 48% year over year, total revenue rose by more than $550 million to $1.5 billion, and GAAP net income increased by $67 million from the prior-year period. Consolidated gross profit increased by $104 million, while operating leverage improved by more than 200 basis points, according to Toy.
Second-Quarter Financial Performance Interim Chief Financial Officer Clay Thornton said average Medicare Advantage membership reached 157,000 in the second quarter, up 48% from a year earlier. Revenue increased 56% year over year to $743 million.
Consolidated gross profit totaled $153 million, representing 54% growth from the same quarter last year. Adjusted selling, general and administrative expenses were $112 million, or 15% of revenue, an improvement of about 220 basis points from the second quarter of 2025.
The company generated adjusted EBITDA of $41 million and GAAP net income of $28 million during the quarter. Through the first six months of 2026, Clover generated $81 million in adjusted EBITDA and $55 million in GAAP net income.
Clover ended the quarter with $443 million in cash and investments and no debt outstanding. Cash flow from operations totaled $133 million through the first half, which Thornton said supports the company’s ability to self-fund future growth.
Higher 2026 Outlook Following its first-half performance, Clover raised its full-year 2026 guidance. The updated outlook calls for:
Average Medicare Advantage membership of 156,000 to 158,000; Total revenue of $2.92 billion to $3 billion; Consolidated gross profit of $525 million to $555 million; Adjusted EBITDA of $70 million to $85 million; and GAAP net income of $20 million to $35 million. Thornton said the outlook reflects confidence in the underlying business after six months of execution, though management is maintaining discipline because a large share of membership remains early in its care cycle and additional claims experience is still expected to emerge during the year.
The company expects gross profit to be stronger in the third quarter than in the fourth quarter because of typical Medicare Advantage seasonality. It also expects fourth-quarter investments to rise, including activities related to the annual enrollment period. Clover expects adjusted EBITDA to remain positive in the third quarter before returning to a seasonally typical loss in the fourth quarter.
Cohort Maturation and Medical-Cost Trends Management emphasized that it expects member cohorts to become more profitable as they spend more time under the company’s care model. Toy said Clover has historically seen cohorts improve by approximately $70 per member per month in gross profit as they move from their first year to their second year.
The company said its 2025 members, which represented about 21% of current membership, are now in their second year and showing stronger economics than in their first year. Members who joined in 2026 represented about 28% of membership and are following the expected early-stage pattern, Thornton said.
Clover said its 2025 cohort is expected to enter its third year in 2027, while the 2026 cohort will enter year two. Thornton said this progression is central to management’s confidence in 2027, although the company did not issue formal guidance for that year.
Medical-cost trends have also performed better than expected, according to Thornton. Inpatient utilization remained favorable, including among first-year members, while outpatient trends peaked in March and moderated during the second quarter. Outpatient utilization remained elevated relative to prior years but was within the company’s expectations.
Management also cited improved dental-cost performance following changes to out-of-network dental claims management, as well as better-than-expected Part D performance during the first half.
Four-and-a-Half-Star Rating and 2027 Plans Toy said that following a court order and a subsequent recalculation by the Centers for Medicare & Medicaid Services, all of Clover’s Medicare Advantage members are enrolled in plans rated 4.5 stars for payment year 2027. CMS has filed notice that it intends to appeal the District Court decision.
Toy said the higher rating provides added flexibility to reinvest in members, maintain a competitive product, support growth and expand profitability. However, he said the rating does not create the company’s underlying economics, which management attributes to Clover Assistant-driven cohort maturation.
The company said it bid for 2027 based on the 4.5-star payment year and expects to be paid at that rating next year. Thornton said Clover’s approach to 2027 bidding remained consistent with the prior two years: offering a product it believes can grow profitably. Management also said it assumed continued competitive disruption in its core New Jersey and Georgia markets.
Looking further ahead, Toy said Clover is expanding its use of artificial intelligence beyond clinical decision support into insurance operations. He said the company believes AI can improve claims-processing speed and accuracy, support members and lower administrative overhead over time.
About Clover Health Investments (NASDAQ:CLOV)Clover Health Investments is a technology-driven healthcare company specializing in Medicare Advantage plans for senior populations. The company combines insurance coverage with a proprietary software platform to improve care coordination, outcomes tracking and cost management. By leveraging data analytics, Clover Health aims to deliver personalized care pathways and preventive interventions for its members.
At the core of Clover's offering is its Clover Assistant platform, which aggregates clinical and claims data from multiple sources to create real-time insights for physicians and care teams.
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].
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Should You Invest $1,000 in Clover Health Investments Right Now?Before you consider Clover Health Investments, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Clover Health Investments wasn't on the list.
While Clover Health Investments currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.
