ČEZ za 2. čtvrtletí zvýšil tržby na 74,8 mld. Kč a očištěný čistý zisk na 4,3 mld. Kč. Zároveň zvýšil letošní výhled EBITDA i očištěného čistého zisku.
Pozn.: Čistý zisk a zisk na akcii jsou očištěné o mimořádné nehotovostní vlivy
ČEZ zvýšil letošní výhled EBITDA, resp. očištěného čistého zisku z intervalu 107 – 112 mld. Kč, resp. 30 – 34 mld. Kč na 109 – 114 mld. Kč, resp. 31 – 35 mld. Kč.
Jan Raška, analytik, Fio banka, a.s.
Související odkazy ČEZ: odhady hospodaření za 2Q 2026 Pražská burza na začátku týdne posiluje, začíná výplata dividendy ČEZ ČEZ: BM Pekao zvyšuje cílovou cenu ze 676 Kč na 1 380 Kč při novém doporučení „Hold“ ČEZ: Trigon Dom Maklerski zvyšuje cílovou cenu na 1 308,9 Kč a potvrzuje doporučení „Hold“ ČEZ bude se státem a Rolls-Royce SMR rozvíjet lokality pro výstavbu malých modulárních reaktorů
GCT Semiconductor vykázala ve 2. čtvrtletí tržby ve výši 1 mil. USD, meziročně o 18 % méně, protože se posunuly harmonogramy zákaznických implementací. Čistá ztráta se prohloubila na 20,4 mil. USD.
GCT Semiconductor NYSE: GCTS reported second-quarter 2026 revenue of $1 million, down 18% from $1.2 million a year earlier, as the company continued its transition from 5G chipset development to commercialization. Management said customer deployment schedules shifted during the quarter, but it maintained that engagement and long-term demand for its technology remain intact.
Chief Executive Officer John Schlaefer said the company’s commercialization pipeline has broadened across three areas: terrestrial broadband, satellite and non-terrestrial connectivity, and industrial IoT and specialized networking applications. He said the company is seeking to reduce its dependence on any individual customer deployment by pursuing opportunities across multiple end markets.
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“The primary variable today is deployment timing rather than customer interest,” Schlaefer said, adding that customer production schedules may shift as certification activities are completed and deployment plans are finalized.
Chipset Shipments Rise Sequentially GCT shipped more than 5,100 5G chipsets during the second quarter, a sequential increase of about 71% from the first quarter. Schlaefer said the shipments went primarily to four customers across four applications: fixed wireless access, aviation, mobile hotspots and push-to-talk phones.
During the question-and-answer session, Schlaefer said customer program delays were meaningful enough that the company had expected “significantly higher revenue” in the quarter. He attributed the timing changes to customers’ corporate restructuring and refocusing efforts in some cases, as well as external factors affecting launch schedules in others. He said the affected programs remain active and viable, with expected activity later in the year.
For the second half of 2026, GCT expects chipset shipments to exceed first-half levels, both in the quantity of chips shipped and the number of customers receiving them. However, management declined to provide specific shipment forecasts through the first quarter of 2027, citing variability in customer ramp schedules.
Focus on Broadband and Satellite Opportunities Schlaefer said the company sees the largest near-term revenue potential in terrestrial broadband and satellite and non-terrestrial connectivity, where it has been working on fixed wireless access and satellite programs for some time. He said these segments have substantial activity that has not yet ramped.
IoT and specialized networking represent the broadest set of potential applications, according to Schlaefer, including industrial, positioning, aviation and defense-related uses. He noted that average selling prices in IoT could be lower than in the fixed wireless and satellite markets.
After the quarter ended, GCT signed a customer in the unmanned aerial vehicle market, with potential consumer and defense applications. Schlaefer said the company’s technology can support control and telemetry functions. The customer has not yet announced its product, and GCT did not disclose its name due to confidentiality provisions.
Management also said it expects to disclose the identity of a satellite communications provider once that partner provides approval. Schlaefer said that could occur in the fourth quarter or the first quarter, depending on the customer’s launch plans.
Loss Widens on Warrant Liability Revaluation Second-quarter cost of net revenues rose 49% to $1.2 million from $800,000 a year earlier, largely due to higher unit volumes. The company reported a negative gross margin for the period, which Chief Financial Officer Edmond Cheng said was not representative of management’s expectations for future profitability. Cheng said margins are expected to improve as 5G product sales become a more significant portion of revenue.
Research and development expense fell to $3.3 million from $3.5 million, reflecting completion of a 5G chip design project and lower professional-services and stock-based compensation costs, partly offset by higher payroll-related expenses. Sales and marketing expense was $1 million, compared with $1.1 million a year earlier. General and administrative expense declined to $2.8 million from $3.4 million, primarily due to a lower loss related to changes in the allowance for credit losses on accounts receivable. Net loss widened to $20.4 million from $13.5 million in the prior-year quarter. Cheng said the latest result included a $12.3 million loss from changes in the fair value of common-stock warrant liabilities, driven by increases in the company’s common stock price and the market price of its publicly traded warrants.
Beginning this quarter, GCT is introducing adjusted EBITDA as a supplemental metric. Adjusted EBITDA loss improved slightly to $6.6 million from $6.7 million a year earlier. Cheng said the metric is intended to provide a view of operating performance excluding significant non-cash fair-value adjustments tied to warrant liabilities.
Liquidity and Production Capacity GCT ended the quarter with $30.2 million in cash and cash equivalents, along with $1.1 million of net accounts receivable and $1.5 million of net inventory. The company said it has secured wafer-production capacity for the remainder of 2026 and through the first quarter of 2027 in anticipation of expected chip demand.
Schlaefer said the wafer commitments are important in a tight foundry environment, but added that the company believes its capacity is appropriately sized. Because the wafers can support multiple product SKUs, he said a delay in customer ramps would not create a perishable inventory issue and the company could slow future purchases if needed.
Cheng said second-quarter cash burn was elevated by roughly $7 million to $7.5 million because the company prepaid supply-chain costs through year-end. Looking ahead, he said GCT anticipates quarterly cash burn of approximately $9 million to $9.5 million amid tight supply conditions, compared with an estimated $8 million to $8.5 million per quarter absent those conditions.
The company also amended its at-the-market equity program during the quarter, increasing maximum aggregate gross proceeds available under the program to $120 million from $75 million. The total share registration capacity remains $200 million.
About GCT Semiconductor (NYSE:GCTS)GCT Semiconductor Holding, Inc, operates as a fabless semiconductor company, designs, develops, and markets integrated circuits for the wireless semiconductor industry. The company provides RF and modem chipsets based on 4G LTE technology, including 4G LTE, 4.5G LTE Advanced, and 4.75G LTE Advanced-Pro. It also develops and sells cellular IoT chipsets for low-speed mobile networks such as eMTC/NB-IOT/Sigfox, and other network protocols; and 5G solutions. Its products and solutions are used in smartphones, tablets, hotspots, CPEs, USB dongles, routers, and M2M applications.
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USA Rare Earth oznámila za 2. čtvrtletí výnosy asi 6 milionů USD a čistou ztrátu 10,3 milionu USD. Hlasování akcionářů o akvizici Serra Verde je naplánováno na 28. srpna.
3 Rare-Earth ETFs That Help Investors Balance Exposure and RiskUSA Rare Earth NASDAQ: USAR reported second-quarter revenue of approximately $6 million, generated by third-party sales from its Less Common Metals metal and alloy-making business, while outlining progress on its mine-to-magnet supply chain strategy outside China.
The company reported a net loss attributable to common stockholders of $10.3 million, or $0.05 per share. The result included a non-cash fair-value adjustment of about $22.4 million related to warrant and earnout liabilities. Excluding that adjustment, adjusted net loss was $33.5 million, or $0.15 per share.
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USA Rare Earth Just Moved Closer to Commercial RealityChief Financial Officer Rob Steele said gross margins were affected by higher raw-material input costs amid supply constraints, particularly for heavy rare earths. The company is pursuing alternative supply sources ahead of expected feedstock access from Serra Verde and Carester. Steele said USA Rare Earth has already raised prices on its products and expects the impact to become visible in upcoming quarters.
Serra Verde vote and integrated supply-chain plans Chief Executive Officer Barbara Humpton said the company is seeking to establish an integrated rare-earth platform spanning mining, processing, metal and alloy production, and magnet manufacturing. She cited Chinese export restrictions and rising Western prices for certain heavy rare earths as evidence of the need for supply chains outside China.
Critical Metals: Sizing Up This Tiny Rare-Earth Stock Making Big MovesDuring the quarter, USA Rare Earth announced its intended acquisition of Serra Verde, invested in rare-earth processor Carester, and selected Blacksburg, South Carolina, for a second U.S. metals and magnet facility. The company also signed definitive documentation with the Department of Commerce for a milestone-based capital-expenditure reimbursement program.
The Serra Verde transaction’s shareholder vote is scheduled for Aug. 28, which Steele said was the final remaining closing condition. He said there are no remaining regulatory hurdles and that the acquisition is expected to close shortly following the vote.
Serra Verde is targeting run-rate capacity of 6,400 metric tons of total rare earth oxides by the end of 2027, Steele said. Humpton said the operation’s optimization and growth project was being recommissioned and was developing toward a commercial-production restart and ramp-up on time and within budget.
USA Rare Earth ended the quarter with approximately $1.5 billion in cash and cash equivalents and recorded $66 million in capital expenditures. Steele said the company expects to seek its first Commerce Department reimbursement distribution in the coming months.
Round Top and processing developments At the company’s Round Top project, USA Rare Earth began a resource-upgrade drilling campaign involving more than 10,000 feet of core across three rigs. Early assay results were in line with expectations for resource grade and confirmed heavy rare-earth distribution above 70%, according to Steele.
The company remains on schedule to complete its definitive feasibility study by year-end and publish an S-K 1300 technical report in early 2027. Round Top is targeted to begin commercial operations in late 2028.
At its Wheat Ridge, Colorado, research and development headquarters, USA Rare Earth commissioned a hydrometallurgical facility during June. The site is operating three demonstration circuits: the Round Top flowsheet, third-party mixed rare-earth carbonate separation, and magnet-swarf recycling. The data will support the Round Top feasibility study as well as engineering for a consolidated separation plant.
Humpton said the company produced its first commercial-grade dysprosium and NdPr oxide samples from recycled magnet-manufacturing swarf in July. During the analyst question-and-answer session, Steele said swarf could represent 20% to 30% of finished magnet production and potentially account for a similar share of future raw-material supply if recycled into oxides, metals and magnets.
Magnet production and customer pipeline USA Rare Earth said its Stillwater magnet operation had grown to 140 employees and is targeting 200 employees by year-end. The company expects to have 600 metric tons of annual run-rate magnet capacity at Stillwater by year-end, followed by an additional 600 metric tons in the first quarter of the following year.
Steele said Stillwater is expected ultimately to reach 3,600 metric tons of magnet-making capacity and 5,000 metric tons of metal-making capacity. The later-stage Blacksburg facility is expected to begin operating in early 2028, with its building shell due for completion at the end of 2027. Blacksburg is planned to have 5,000 metric tons of metal-making capacity and 6,400 metric tons of magnet-making capacity.
Across its magnet business, the company is in active commercial discussions with more than 100 potential customers, including more than 20 in qualification discussions. It has secured memorandums of understanding and letters of intent representing 2,500 metric tons of annual demand from large multinational customers in aerospace and defense, industrial automation, industrial motors and automotive markets.
Steele said the company has also received production purchase orders, prototype orders for finished parts and orders for semi-finished magnet blocks. Qualification timelines vary by customer, application and product requirements, but the company expects its first magnet sales by year-end. The company did not quantify the purchase orders that have resulted from prior memorandums of understanding.
Leadership transition Humpton said the call would be her final quarterly earnings call as chief executive. Thras Moraitis is scheduled to take over as CEO on Oct. 1. Humpton said she intends to remain focused on the business through the transition.
About USA Rare Earth (NASDAQ:USAR)USA Rare Earth NASDAQ: USAR is a development-stage critical minerals company focused on advancing a fully integrated rare earth element (REE) and lithium project in the United States. Its flagship asset is the Round Top deposit in West Texas, a large, polymetallic concentration of light and heavy rare earth elements, lithium and other co-products. The company seeks to move this asset through resource delineation, pilot-scale processing and eventual commercial production to address growing domestic demand for secure REE supply chains.
In addition to exploration, USA Rare Earth is engineering an on-site separation facility that will utilize dry magnetic separation and hydrometallurgical flowsheets to produce mixed rare earth carbonates.
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ACV Auctions ve 2. čtvrtletí zvýšila tržby na 214 mil. USD, meziročně o 10 %, a upravená EBITDA dosáhla rekordních 21 mil. USD. Firma zároveň potvrdila celoroční výhled.
ACV Auctions NYSE: ACVA reported second-quarter 2026 revenue of $214 million, up 10% from a year earlier, as the digital automotive marketplace said it continued to gain share despite a weaker dealer wholesale market. Adjusted EBITDA reached a record $21 million, exceeding the high end of the company’s guidance range, while non-GAAP net income was $10 million.
Chief Executive Officer George Chamoun said the company’s results reflected execution in a “challenging market environment,” citing dealer wholesale volumes that contracted about 6% year over year during the quarter. ACV sold 211,000 vehicles in the period and said it expanded its dealer partner network to a new record.
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“We delivered record revenue with adjusted EBITDA exceeding the high end of guidance,” Chamoun said, pointing to field-capacity investments, growing use of its no-reserve offering, and performance from transportation, financing and dealer software products.
Marketplace growth amid conversion pressure ACV said auction and assurance revenue, which represented 55% of total revenue, rose 6% year over year to reflect approximately flat unit growth. Auction and assurance revenue per unit, or ARPU, increased 6% to $554.
The company said a gap between seller expectations and buyer pricing contributed to lower conversion rates in June and July. Tim Fox, who was named ACV’s new chief financial officer during the call, said conversion-rate compression reduced unit growth by roughly 600 basis points. He added that the company had forecast listings accurately and reported record seller and buyer activity, but saw conversion rates decline by roughly 300 to 350 basis points during the quarter.
Chamoun attributed the issue to declining used-car values, which he said left some sellers seeking prices above what buyers were willing to pay. Management described the effect as temporary and said it expects the market to become more supportive in the second half. Fox noted that third-party data showed dealer wholesale volume fell 6% in June and 8% in July.
ACV is increasing field capacity, including territory managers, vehicle condition inspectors and sales executives focused on opening new dealer rooftops. Chamoun said the company expects to have at least 15% to 20% more salespeople in the field by year-end, alongside additional inspectors.
Fox said five emerging regions where ACV made substantial go-to-market investments generated mid-teens unit growth in the second quarter, including one region that grew in the 30% range. The company expects the hiring investments to contribute more significantly in the third and fourth quarters and into 2027.
Transportation, capital and no-reserve offerings support revenue Marketplace services revenue accounted for 41% of total revenue and grew 17% year over year, driven by ACV Transportation and ACV Capital. The transportation business delivered 125,000 transports during the quarter, with revenue increasing 19%.
Chamoun said ACV used artificial intelligence to optimize transport pricing and maintain margins even as diesel prices increased. The company said transportation revenue margin and attachment rate remained in line with its midterm target, while off-platform transportation services continued to gain dealer adoption.
ACV Capital’s attachment rate reached a record in the high teens, according to management. The company cited an expanded go-to-market strategy, new product offerings and risk-management process improvements as contributors to the financing business’s performance.
ACV also said its guaranteed no-reserve auctions were its fastest-growing marketplace channel. The offering guarantees sellers an outcome, while providing buyers no-reserve auctions. No-reserve transactions represented the mid-20% range of units sold during the quarter, and Chamoun said the company sees the mix reaching roughly 30% of total units over the longer term.
The higher mix of no-reserve sales increased non-GAAP cost of revenue as a percentage of revenue by about 300 basis points from a year earlier. However, ACV said the sales generate stronger marketplace liquidity and are accretive to adjusted EBITDA. Adjusted EBITDA per unit rose 11% year over year to a record level, with the company’s most profitable region delivering more than $300 per unit.
VIPER launches commercially as commercial strategy advances ACV formally launched commercial availability for VIPER, its AI-enabled solution designed to help dealers acquire consumer vehicles through service lanes, assess vehicles and identify service upsell opportunities. Chamoun said ACV was engaged with more than half of the nation’s top 50 dealer groups through significant discussions, orders or expected orders.
The company expects to build more than 100 VIPER units in 2026 and said its 2027 goal is at least 500 units, though Chamoun emphasized that next year’s plan has not been finalized and demand could support a higher figure. Dealer groups have ordered varying quantities, including some with seven units and others with 20 units, he said.
VIPER’s business model includes a subscription fee and wholesale-volume commitments. Dealers can reduce their subscription cost by committing more wholesale volume to ACV, according to Chamoun.
ACV also discussed its commercial wholesale initiative, which targets upstream and downstream vehicle remarketing. The company recently began remarketing vehicles from a top-five fleet consignor and said it was nearing an agreement with a second large-scale consignor. ACV is also integrating with a captive finance off-lease company and adding another top-four rental-car consignor to its marketplace.
Management said the commercial software platform is now operational and that commercial volumes are expected to contribute more meaningfully in the second half, particularly the fourth quarter. ACV also plans to open its second Greenfield remarketing center in Chicago within 30 days, following an earlier opening in Houston.
Guidance reaffirmed; CFO transition announced ACV reaffirmed its full-year outlook despite macroeconomic uncertainty. The company expects 2026 revenue of $845 million to $855 million, representing growth of 11% to 13%, and adjusted EBITDA of $73 million to $77 million, or approximately 27% growth year over year.
Third-quarter revenue guidance: $219 million to $225 million, up 10% to 13% year over year. Third-quarter adjusted EBITDA guidance: $21 million to $24 million, representing a 10% to 11% margin. Expected 2026 non-GAAP operating expense growth, excluding cost of revenue: approximately 6%. Expected 2026 go-to-market investment: approximately $10 million. The company ended the quarter with $242 million in cash and cash equivalents and $205 million in debt. Its cash balance included $175 million of marketplace float and reflected a $50 million accelerated share repurchase program announced in the prior quarter. ACV said it expects positive operating cash flow in the second half.
Chamoun also announced that Chief Financial Officer Bill Zerella is departing, with Fox, formerly ACV’s vice president of investor relations, succeeding him as CFO. Chamoun credited Zerella with helping guide ACV through its initial public offering and scale the business, while saying Fox’s experience with the company’s strategy, operations and financial planning positioned him to lead the next phase.
About ACV Auctions (NYSE:ACVA)ACV Auctions operates a digital marketplace designed to streamline the wholesale used-vehicle auction process for independent dealerships and larger automotive groups. The platform enables dealers to participate in live, online auctions, submit real-time bids, and access guaranteed-sale programs that reduce the risk of inventory moving. By replicating the dynamics of in-lane bidding in a virtual environment, ACV Auctions connects sellers and buyers across a broad geographic footprint without the need for physical auction attendance.
In addition to its core marketplace, ACV Auctions offers a suite of software tools and data-driven services aimed at improving transparency and decision-making in the remarketing process.
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Matthew Rabinowitz z Natera prodal 731 akcií za 267,99 USD za kus, ale šlo o automatický prodej kvůli daňovým odvodům z vestingu RSU. Po transakci stále drží zhruba 2,3 milionu akcií přímo a 4 000 nepřímo.
Matthew Rabinowitz, the executive chairman of Natera, Inc. (NTRA -1.16%), sold 731 shares of common stock at $267.99 per share on August 3, according to an SEC Form 4 filing.
Transaction summaryMetricValueShares sold (directly held)731Transaction value$195,901Post-transaction shares (directly held)2,275,394Post-transaction shares (indirectly held)4,000Post-transaction value$616.26 millionTransaction value based on SEC Form 4 weighted average sale price ($267.99); post-transaction value based on the August 3 market close ($270.36).
Key questionsWhat was the motivation for this disposition?
The sale was non-discretionary and performed specifically to satisfy tax withholding and remittance obligations triggered by the vesting of restricted stock units. This arrangement was established under a Rule 10b5-1(c) plan dated January 31, 2025, and does not reflect a discretionary change in the executive's investment thesis.How significant is the remaining equity position?
Matthew Rabinowitz continues to hold a substantial interest in the company, with roughly 2.3 million shares held directly and an additional 4,000 shares held indirectly through a spouse. This total beneficial ownership is valued at approximately $616.26 million as of the August 3 market close.What is the recent performance context for the stock?
As of the August 3 transaction date, Natera had delivered a one-year total return of roughly 100%. The stock was priced at $275.19 as of the August 4 market close, representing a market capitalization of $39.4 billion.Company OverviewMetricValueShare Price (as of market close 2026-08-04)$275.19Market Capitalization$39.4 billionRevenue (TTM)$2.7 billionNet Income (TTM)-$192.3 millionCompany SnapshotNatera develops and commercializes a comprehensive portfolio of molecular diagnostic testing services, including Panorama (non-invasive prenatal testing), Vistara (single-gene disorder screening), and Horizon (carrier screening), generating revenue through direct laboratory testing services and licensing arrangements.The company operates a laboratory services business model, processing patient samples and delivering diagnostic results to healthcare providers and patients, with revenue derived from test volumes, per-test pricing, and reimbursement from insurance carriers and government programs.Natera serves obstetricians, gynecologists, reproductive endocrinologists, and genetic counselors as primary customers, while targeting expectant parents and individuals seeking genetic risk assessment across prenatal, carrier, and hereditary cancer screening markets.Natera is a leading molecular diagnostics company with a market capitalization of $39.4 billion and TTM revenue of $2.7 billion, positioning it among the largest players in the genetic testing sector. The company has achieved substantial scale and maintains a diversified test portfolio addressing multiple clinical indications across reproductive health and hereditary disease screening. Despite current net losses, Natera's strong revenue growth trajectory and commanding market position reflect investor confidence in the expanding demand for non-invasive genetic testing solutions.
What this transaction means for investorsSet against what he owns, this sale rounds to nothing. Rabinowitz sold 731 shares while holding roughly $616 million of Natera stock, so the fraction that left to cover a tax bill is a rounding error on a co-founder's fortune — which is a billionaire-level fortune in this case, according to Forbes. The shares vested and were withheld automatically under a plan set in early 2025, which is about as far from a discretionary call as an insider filing gets. He sold on August 3, days before the company reported, so the timing predates the news that moved the stock.
That report was a strong one. Natera grew second-quarter revenue about 38% to $753 million, beat expectations handily, and raised its full-year outlook, driven by its Signatera cancer test, whose clinical volume climbed 56%. Gross margin reached about 65%, up on better pricing and efficiency. So what’s the verdict for long-term investors? A co-founder parting with a few hundred shares to satisfy taxes, days before a quarter like that, really tells you nothing except that the calendar and the tax code did their usual work. More importantly, the firm is firing on all cylinders, and momentum is on its side.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Natera. The Motley Fool has a disclosure policy.
Šéf klinické diagnostiky Natera Solomon Moshkevich prodal 3 410 akcií za 906 000 USD v rámci plánu 10b5-1 kvůli daním. Po transakci drží asi 129 000 akcií.
Solomon Moshkevich, president of clinical diagnostics at Natera, Inc. (NTRA -1.16%), sold 3,410 shares of common stock on August 3, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$906,000Shares sold3,410Post-transaction shares (directly held)129,000Post-transaction value$34.88 millionTransaction value based on SEC Form 4 weighted average sale price ($265.58); post-transaction value based on the August 3 market close ($270.36).
Key questionsWhat was the primary driver of this transaction?
The disposition was non-discretionary, executed to cover tax withholding obligations related to the vesting of restricted stock units, and does not reflect the insider's view on the stock. The sale was conducted under a Rule 10b5-1 trading plan adopted on November 26, 2024, in accordance with written instructions dated January 31, 2025.How much equity does the insider retain in the company?
Following the sale, Solomon Moshkevich retains a direct interest of about 129,000 shares, representing a 0.09% ownership stake. This remaining position is valued at $34.88 million as of the August 3 market close.What is the recent market context for the stock?
Natera has seen an over 100%% one-year return as of the August 3 transaction date. As of the August 4 market close, shares were priced at $275.19. Company OverviewMetricValueShare Price (as of market close 2026-08-04)$275.19Market Capitalization$39.4 billionRevenue (TTM)$2.7 billionNet Income (TTM)-$192.3 millionCompany SnapshotNatera develops and commercializes a comprehensive portfolio of molecular diagnostic testing services, including Panorama (non-invasive prenatal testing), Vistara (single-gene disorder screening), and Horizon (carrier screening), generating revenue through direct laboratory testing services and licensing arrangements.The company operates a laboratory services business model, processing patient samples and delivering diagnostic results to healthcare providers and patients, with revenue derived from test volumes, pricing per test, and reimbursement from insurance carriers and government programs.Natera serves obstetricians, gynecologists, reproductive endocrinologists, and genetic counselors as primary customers, while targeting expectant parents and individuals seeking genetic risk assessment across prenatal, carrier, and hereditary cancer screening markets.Natera is a leading molecular diagnostics company with a market capitalization of $39.4 billion and TTM revenue of $2.7 billion, positioning it among the largest players in the genetic testing sector. The company has achieved substantial scale with a diversified test portfolio addressing multiple clinical indications across reproductive health and hereditary disease screening. Despite current net losses, Natera's strong revenue growth trajectory and commanding market position reflect investor confidence in the expanding demand for non-invasive genetic testing solutions.
What this transaction means for investorsMoshkevich runs the part of the company that actually powered the quarter, since clinical diagnostics is home to Signatera, the cancer test behind Natera's surge, and that makes his filing more interesting than many other others who filed reports this past week even though the sale itself is pure mechanics, essentially tax withheld on vesting shares under a plan set well in advance. He sold before earnings and kept a stake worth about $35 million, so nothing here signals doubt.
Meanwhile, the business delivered the quarter's standout numbers. Natera's molecular residual disease testing, the Signatera franchise, grew volume about 56% to 283,000 units, helping lift second-quarter revenue roughly 38% to $753 million and prompting a $100 million guidance raise. Signatera also picked up fresh regulatory wins in the period, including U.S. companion-diagnostic approval in bladder cancer to deepen its foothold in oncology. With shares more than doubling this past year and nearing records, the market is pricing in continued execution, which amounts to greater risk, but the firm certainly has momentum on its side.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Natera. The Motley Fool has a disclosure policy.
Remitly Global rozšiřuje růst mimo remitence: cílí na vyšší převody, malé firmy, příjemce plateb a kartu Remitly Global Card. Nové iniciativy mají letos tvořit asi 5 % tržeb.
Old Money, New Tech: Western Union's Crypto RebootRemitly Global NASDAQ: RELY executives said the company is focused on expanding market share in its core remittance business while building new revenue streams around higher-value transfers, small businesses, recipients and its global card offering.
Speaking during an investor discussion, Chief Executive Officer Sebastian Gunningham said the company’s core priorities remain consistent: competitive pricing, fast money movement across its network and customer service. He said Remitly is continuing to sharpen prices across roughly 5,000 corridors, add licenses, expand its network and use artificial intelligence to improve customer support and internal operations.
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3 Stocks Well Below 52-Week Highs With Strong Growth Projections“There will not be a customer in the next 100 years who wants to pay more money for transferring money across the world,” Gunningham said. “There will not be a customer who will tell you, ‘Please move my money slower.’”
Diversification Targets and Global Card Remitly’s primary business has centered on lower-value international transfers, generally in the $200 to $300 range. Gunningham said the company now serves about 10 million customers in that segment, but is pursuing additional customer categories using its existing infrastructure.
One opportunity is high-value senders, including people transferring money for personal investments or to themselves internationally. Chief Financial Officer Vikas Mehta said the company has enabled larger transactions through product and partner changes, including multiple transfers of $300,000 and one customer transaction exceeding $1 million during the most recent quarter.
Remitly is also targeting small businesses and freelancers that use its network to make cross-border payments. Gunningham said the initial focus is on the smaller end of the small- and medium-sized business market, including freelancers and companies paying workers abroad. The business product requires additional capabilities, such as business verification processes, the ability to pay multiple recipients and integrations with accounting and enterprise resource planning systems, he said.
A third growth area is recipients of remittances. Gunningham said that while 10 million senders move approximately $100 billion annually to an estimated 30 million to 40 million recipients, the company historically had not built products for those receivers. Remitly has launched an app in 170 countries and is generating early revenue from receiver-focused offerings, he said.
The company has also consolidated several initiatives, including its Remitly Flex send-now, pay-later product, under the Remitly Global Card. Gunningham said the card is intended for customers who live, travel or maintain family relationships across borders. Features include card-to-card transfers, short-term liquidity, loyalty benefits, no foreign transaction fees and the ability to deposit salary.
Mehta said Remitly expects its newer growth initiatives to represent approximately 5% of revenue this year and more than 10% of revenue by 2028. These products could also diversify the company’s income sources through membership revenue, interchange and float-related interest income, he said.
AI, Organization Changes and Investment Gunningham said AI is affecting Remitly in three areas: costs, customer experience and revenue growth from faster product development. He cited the rollout of the Remitly Global Card in roughly 60 days with a small team as an example of how AI-supported development can accelerate launches.
He also said the company has flattened its organizational structure and is pushing teams to become smaller and faster-moving. Gunningham expects AI to contribute to smaller teams and a convergence of traditional roles such as product management, design and software engineering.
Mehta said the company had a strong first half of 2026 and is preparing to increase investment during the second half, including marketing spending. He said Remitly plans to continue its “Skip the Line” campaign, which management said was successful in the first half.
On transaction losses, Mehta said the company expects the next two quarters to run at around 11 basis points, within its previously stated average range of 9 to 13 basis points. He said Remitly remains cautious because entering new geographies and payment types can create new fraud risks.
Core Remittance Market and Regional Trends Gunningham said Remitly’s 5,000-corridor network represents about half of the potential global coverage opportunity. He identified network expansion, customer acquisition, repeat use and price competitiveness as the main growth levers in the core business.
Management said Remitly holds roughly 10% to 15% share in certain established markets, including major corridors such as the U.S. to Mexico, U.S. to the Philippines, U.S. to India and the U.K. to India. Gunningham said that share demonstrates the company’s position but also leaves substantial room for expansion.
Mehta said Canada experienced macroeconomic headwinds and more constrained immigration policies, though Remitly continues to pursue share gains in that market. He said slower growth in the company’s “rest of world” category was tied to more difficult year-over-year comparisons in African corridors.
Gunningham highlighted the United Arab Emirates as a significant market, citing approximately $50 billion in annual remittances, a population that is 90% migrant and a digital share of outbound transfers of about 50%. A new license in the UAE will enable additional products, including the Remitly Global Card, he said.
Stablecoins and Capital Allocation Management said Remitly is evaluating stablecoins for treasury settlements, faster movement of funds in certain corridors and consumer products in markets where customers seek to hold U.S. dollar-denominated value. Gunningham said the company has introduced card-related stablecoin offerings in Argentina and Pakistan, though consumer adoption remains small.
He said Remitly joined the OpenUSD initiative because it could support trust, adoption and shared economics among payment companies. The company has not yet launched a specific OpenUSD product.
On capital allocation, Gunningham said Remitly intends to continue balancing share repurchases with internal investment. He said the company has no current plans for mergers and acquisitions, adding that its organic product roadmap remains extensive.
About Remitly Global (NASDAQ:RELY)Remitly Global, Inc operates as a digital financial services company specializing in cross-border money transfers. Through its proprietary online platform and mobile applications, the company enables immigrants, expatriates and international workers to send remittances swiftly and securely to their families abroad. By focusing on fast deliverability and transparent pricing, Remitly seeks to streamline a process traditionally dominated by cash-based methods and legacy money transfer operators.
Founded in 2011 by Matt Oppenheimer and headquartered in Seattle, Washington, Remitly has grown from a startup into a publicly traded corporation listed on NASDAQ under the ticker RELY.
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JTO za posledních pár dní vzrostlo zhruba o 11 %, tažené růstem TVL o více než 44,12 milionu USD na 768,78 milionu USD. Spotové prodeje ale už tři dny po sobě mohou rally brzdit.
Jito Finance [JTO] has quietly ranked among the market’s bullish tokens, holding its strength against the odds stacked up against most altcoins.
The asset surged roughly 11% over the past few days as sentiment shed some of its bearish pressure, extending a run that has delivered 131% across the past 90 days. This fresh surge, however, warrants a closer look in the short term, particularly on whether it can hold.
On-chain capital powers Jito’s recent surge Investor capital flowing into the protocol ranks among the factors driving Jito’s recent performance.
The Total Value Locked (TVL) climbed sharply over the past three days, rising by more than $44.12 million to reach $768.78 million at the time of writing.
A rising TVL often signals investors holding a long-term outlook on price, while also expecting to earn the yield attached to the locked capital.
Source: DeFiLlama The protocol’s own output points to another reason behind the token’s recent strength. Earnings data, which tracks gross profit excluding incentives, shows Jito has already booked roughly a third of its entire Q2 earnings just two months into Q3.
Total earnings have reached $489,140 at the time of writing, set against the $1.48 million booked through Q2, a solid mark for the protocol. Should Jito keep building on this, it would lend meaningful support to the token’s price and help the asset sustain the tempo of its rally.
Perpetual flows stay positive The perpetual market points to growing bullish appetite, with investors leaning long at a steady pace.
Capital tracked across the past 5 days, 3 days, and 24 hours shows inflows outpacing outflows, coming in at $109,920, $1.90 million, and $1.05 million.
These inflows tend to support price when the funding rate climbs alongside them. CoinGlass data showed the funding rate holding a moderately bullish position.
Source: CoinGlass The Funding Rate hit 0.0062% at the time of this report, while perpetual capital stood at roughly $41.08 million, pointing to more long positions than short ones.
Capital concentrating in favor of longs alongside a moderate inflow into the perpetual market often suggests the market has not overheated and price could hold up.
Jito’s Spot selling remains the caveat A sustained price rally typically needs simultaneous inflows into both the perpetual market and the spot market. Spot market data shows heavier selling as investors decline to hold the asset and take advantage of the rally to exit.
Source: CoinGlass The past day logged a netflow of $89,400, with the selling trend running for three consecutive days.
Spot selling without matching demand from perpetual traders would eventually weigh on price in the near term, causing a decline.
Final Summary Jito’s rising TVL and strong Q3 earnings pace point to on-chain momentum behind JTO’s 11% surge, backed by positive perpetual inflows and a moderately bullish Funding Rate. Three straight days of Spot outflows signal that traders are selling into the rally, a demand gap that could weigh on JTO’s price if it persists.
AST SpaceMobile vykázala ve 2. čtvrtletí ztrátu 0,44 USD na akcii, horší než odhad 0,28 USD, a tržby 31,52 milionu USD zaostaly za očekáváním o 7,65 %.
AST SpaceMobile, Inc. (ASTS - Free Report) came out with a quarterly loss of $0.44 per share versus the Zacks Consensus Estimate of a loss of $0.28. This compares to a loss of $0.41 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -57.14%. A quarter ago, it was expected that this company would post a loss of $0.23 per share when it actually produced a loss of $0.66, delivering a surprise of -186.96%.
Over the last four quarters, the company has not been able to surpass consensus EPS estimates.
AST SpaceMobile, which belongs to the Zacks Wireless Equipment industry, posted revenues of $31.52 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 7.65%. This compares to year-ago revenues of $1.16 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.
AST SpaceMobile shares have lost about 1% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for AST SpaceMobile?While AST SpaceMobile 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 AST SpaceMobile 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 -$0.25 on $50.54 million in revenues for the coming quarter and -$1.38 on $163.68 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, Wireless Equipment is currently in the top 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Aviat Networks, Inc. (AVNW - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents a year-over-year change of -39.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Aviat Networks, Inc.'s revenues are expected to be $109.58 million, down 5% from the year-ago quarter.
PennantPark (PFLT - Free Report) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.27 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 -3.70%. A quarter ago, it was expected that this investment company would post earnings of $0.28 per share when it actually produced earnings of $0.27, delivering a surprise of -3.57%.
Over the last four quarters, the company has not been able to surpass consensus EPS estimates.
PennantPark, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $66.09 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 2.1%. This compares to year-ago revenues of $63.5 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.
PennantPark shares have lost about 18.9% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for PennantPark?While PennantPark 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 PennantPark 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 $0.28 on $68.87 million in revenues for the coming quarter and $1.08 on $272.42 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Management is currently in the top 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.
One other stock from the same industry, Sound Point Meridian Capital, Inc. (SPMC - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.
This company is expected to post quarterly earnings of $0.30 per share in its upcoming report, which represents a year-over-year change of -43.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Sound Point Meridian Capital, Inc.'s revenues are expected to be $14.08 million, down 26.7% from the year-ago quarter.
Ondo Finance nyní tvoří 3,61 mld. USD z trhu tokenizovaných RWA v objemu 38,14 mld. USD, tedy necelých 10 % on-chain hodnoty bez stablecoinů. Počet držitelů za měsíc vzrostl o 20,7 % na 203 590 peněženek.
@Ondo Finance has cemented its position as one of the largest players in the tokenized real-world asset space, now accounting for $3.61B of the $38.14B total market tracked by @RWA_xyz. That puts the protocol at just under 10% of all distributed on-chain value excluding stablecoins, a notable concentration for a single issuer in a market that has grown explosively over the past 18 months.
Holder Growth and Asset Breadth The platform's holder count climbed 20.7% over the past month, reaching 203,590 wallets across 441 assets. The pace of adoption points to broadening retail and institutional interest in on-chain exposure to traditional financial instruments. Ondo holds more than 70% market share in tokenized equities, a segment that barely existed 12 months ago. Ondo Global Markets crossed $1B in TVL on May 11, 2026, becoming the first tokenized equities platform in history to reach that milestone, doing so in under eight months from launch.
Its treasury fund, deployed on Ethereum at address 0x1b19c19393e2d034d8ff31ff34c81252fcbbee92, remains its single largest product at $449M. Tokenized stocks, including shares tracking Circle, NVIDIA, and Tesla, round out its top-performing assets.
A Market Still Expanding Fast The broader context underscores just how quickly this sector has scaled. Real-world asset tokenization reached $31B on public blockchains as of July 2026, according to rwa.xyz, up more than 400% since early 2025, held across 167 platforms by nearly 960,000 holders. The figure tracked by @RWA_xyz in the original data, $38.14B, reflects continued growth into August.
Ondo's edge lies in its compliance-first design: the protocol uses offshore SPVs, regulated broker-dealers, and legal wrappers to bring traditional assets on-chain without sidestepping securities law. In July 2026, Ondo's SEC-registered broker-dealer Oasis Pro Markets secured FINRA authorization covering National Market System stocks, ETFs, mutual funds, and IPO securities, opening a compliant path to offer tokenized equities and funds to US investors under SEC and FINRA oversight.
With $ONDO's underlying asset base continuing to grow and its regulatory footing strengthening, the protocol appears well-positioned to defend, and potentially expand, its share of a market that analysts at Boston Consulting Group have projected could reach $16 trillion by 2030.
Sources:
RWA.xyz: Analytics on Tokenized Real-World Assets
NeverHodl: Ondo Finance 2026 Analysis
Finextra: Tokenized Real-World Assets, Reading the 2026 Numbers
LayerZero za posledních 30 dní zpracovala objem bridge transakcí ve výši 6,195 miliardy USD, ale udržela jen 131 592 USD výnosů a 121 095 USD na poplatcích. Síť si bere 0 % z poplatků za messaging, takže většina poplatků míří k DVNs a Executorům.
@LayerZero_Core processed $6.195 billion in bridge volume over the past 30 days, according to @DefiLlama, yet the protocol retained just $131,592 in revenue and generated $121,095 in fees during that period. The numbers highlight a structural feature that is central to LayerZero's design: the protocol takes a 0% cut of its own messaging fees.
How the Revenue Model Works Rather than charging users directly for cross-chain messages, LayerZero takes a 0% protocol take rate on messaging fees, with protocol revenue instead funded by $ZRO buybacks sourced from the Stargate ecosystem allocation. Approximately 100% of messaging fees flow to DVNs and Executors, the external node operators that secure and deliver cross-chain messages.
Revenue generated by @StargateFinance, specifically fees collected from cross-chain swaps and transfers, is used to purchase $ZRO on the open market. For the first six months after Stargate's acquisition, revenue was split 50/50 between $ZRO buybacks and veSTG holders. That split ended in March, and starting April 2026, 100% of Stargate revenue goes to buying $ZRO.
Revenue Is Declining Quarter on Quarter Despite the volume figures, revenue generation has compressed sharply. Quarterly revenue has fallen from $1.14M in Q1 to $172.8K so far in Q3, a decline that reflects both softer market conditions and the protocol's deliberate choice to keep its fee take at zero.
LayerZero is currently in a state of having a large amount of traffic but no direct charges, a trade-off that has drawn scrutiny from analysts. The current monthly buyback of approximately 150,000 $ZRO tokens remains relatively small compared to monthly token unlock pressure, meaning a true valuation reassessment may need to wait for larger-scale revenue generated after a potential protocol-layer fee switch.
The broader context is that LayerZero acquired @StargateFinance for roughly $110 million in August 2025. LayerZero redirected Stargate DAO's revenue streams, previously allocated to STG stakers, toward $ZRO buybacks. The goal, as stated by the protocol, is to connect Stargate's fee income directly to $ZRO holder value over time. Whether the current revenue trajectory is sufficient to support that thesis remains an open question.
Sources:
LayerZero TVL, Fees and Revenue, DefiLlama
Understanding ZRO Buybacks, LayerZero
The ZRO Token, LayerZero
xStocks Goes Live on Hyperliquid's Core Exchange Layer@xStocksFi has launched on @HyperliquidX's core exchange layer, starting with five tokenized equities and ETFs. The initial assets are already leading open interest across Hyperliquid's stock perpetuals, with the project indicating that more assets are planned.
The tokens provide economic exposure to the underlying equities rather than direct ownership, a structure common across the tokenized-equity sector. The instruments are designed to provide price exposure only, not direct ownership of shares, and are not available to US persons.
Companies like Backed Finance (xStocks) and Ondo Finance create tokenized stocks backed 1:1 by real shares held in regulated custody. KYC is required at the issuer level for primary mints but not for secondary trading, which is why Backed cannot serve US persons.
A Crowded But Growing Venue for Tokenized StocksxStocks is not the first tokenized-equity provider to arrive on Hyperliquid. Ondo tokenized stocks can be transferred from BNB Chain and Ethereum to Hyperliquid's HyperEVM via the Ondo Bridge, powered by LayerZero, bringing tokenized stocks and ETFs such as SPYon, NVDAon, and TSLAon to the platform. Holders of Ondo tokenized stocks and ETFs can pair long tokenized spot exposure with perpetual positions on applicable markets, unlocking strategies such as basis trades, funding arbitrage, and delta-neutral positioning. Dinari's dShares have also been available on Hyperliquid.
The xStocks launch adds another distribution point for a product that has scaled quickly since it first appeared on Solana and centralised exchanges. The platform has recorded more than $3.5 billion in on-chain activity from over 80,000 unique on-chain holders. xStocks hold 8 of the top 11 positions for tokenized equities by unique holders, accounting for 68% of the top 25 tokenized stocks by unique holders as of February 2026.
The broader tokenized-equity market has expanded rapidly in parallel. CoinGecko's RWA Report 2026 shows total RWA perps volume reached $524.8 billion in Q1 2026 alone, more than the $313.0 billion recorded for all of 2025. Platforms including Hyperliquid, via HIP-3, and Binance offer up to 20x leverage on these instruments.
The Hyperliquid listing extends xStocks' multi-venue strategy. Leading crypto platforms including Bybit, Gate.io, and others have already integrated xStocks, bringing tokenized US equities to retail investors, professional traders, and institutional clients worldwide.
Sources:
Markets Media: Ondo Brings Tokenized Stocks to Hyperliquid
Kraken Blog: xStocks Surpass $25 Billion in Total Transaction Volume
CoinGecko: What Are Tokenized Stocks
Hyperliquid nově podporuje tokenizované americké akcie přes Chainlink CCIP a na spotu přidává alespoň 10 xStocks. Mezi registrovanými tickery jsou i AAPLx a NVDAx.
Hyperliquid, the Layer 1 blockchain that has quietly built one of the most active decentralized exchanges in crypto, now supports tokenized US equities through an integration with Chainlink’s Cross-Chain Interoperability Protocol (CCIP). The move brings xStocks, which are 1:1 backed tokenized versions of US stocks and ETFs, onto Hyperliquid’s spot trading infrastructure.
How the plumbing works Chainlink’s CCIP serves as the connective tissue between Hyperliquid and the broader multi-chain ecosystem. The protocol handles cross-chain token transfers through a burn-and-mint mechanism, meaning tokens aren’t just copied across chains. They’re destroyed on one side and recreated on the other, keeping supply in check.
Hyperliquid runs two layers: HyperCore, a custom-built order-book engine, and HyperEVM, an Ethereum Virtual Machine compatible environment. CCIP bridges the gap between HyperCore’s native tokens and ERC-20 tokens on HyperEVM, allowing assets from other chains to plug into Hyperliquid’s trading system.
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The cross-chain infrastructure also leverages xBridge, which initially focused on Ethereum-to-Solana transfers before expanding to support Hyperliquid. Together, CCIP and xBridge create a pipeline for tokenized assets to move across chains and land on Hyperliquid’s spot markets.
At least 10 xStocks tickers have registered for spot trading on the platform following auction processes, according to community reports. Tickers like AAPLx and NVDAx give users direct exposure to the underlying equities without leaving the DeFi ecosystem.
What xStocks actually are xStocks are tokenized representations of US equities and ETFs developed by Backed Finance, which is part of the Kraken Group. Each token is backed 1:1 by the corresponding underlying asset, meaning one AAPLx token represents one share of Apple stock held in reserve.
Until now, Hyperliquid was primarily known for perpetual futures trading, where it has carved out a dominant position among decentralized exchanges. Adding tokenized equities to its spot markets represents a meaningful expansion of its product surface area.
Why this convergence matters The CCIP integration on Hyperliquid has been live since July 2025, giving the infrastructure several months to stabilize before the xStocks rollout gained traction.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Hyperliquid rozšiřuje nabídku trhů a většinu poplatků směruje do zpětných odkupů HYPE, což může zvyšovat poptávku po tokenu. Platforma nově přidala spotové a predikční trhy.
Hyperliquid, a decentralized perpetuals exchange and Layer 1 blockchain, is reportedly expanding its market offerings, which may drive demand for its native token, HYPE. According to a tweet from Delphi Digital, new market launches on Hyperliquid increase demand for HYPE as the platform channels most of its fees into HYPE buybacks. This development aligns with Hyperliquid’s latest expansion into spot and outcome prediction markets, adding more fee-generating venues. The platform’s buyback mechanism, which routes up to 99% of protocol fees to HYPE purchases, plays a significant role in this process.
The expansion of Hyperliquid’s markets and the associated fee mechanism appear to support the potential for increased demand for HYPE. Market pricing reflects a cautious optimism about Hyperliquid’s price prospects, with current predictions for reaching $100 by the end of 2026 priced at 11% YES. The market has seen fluctuations, with the YES percentage slipping from 18% a week ago to 11% now, suggesting some uncertainty among participants.
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Hyperliquid’s growth strategy includes the implementation of HIP-3 and HIP-4 initiatives, encouraging builders to deploy new markets by staking significant amounts of HYPE. This strategy aims to broaden the platform’s appeal and revenue streams, potentially affecting market sentiments and price predictions for HYPE.
Key Takeaways Hyperliquid’s market expansion appears to increase demand for HYPE by directing most fees into buybacks. Market pricing suggests cautious optimism for HYPE reaching $100 by December 31, 2026, currently at 11% YES. The introduction of HIP-3 and HIP-4 initiatives could indicate further growth and demand for HYPE. What to Watch Watch for Hyperliquid’s future announcements regarding partnerships or new market launches, as these could influence price predictions. Regulatory developments or security issues could impact sentiment and pricing. Observing changes in sub-market odds and volume could provide further insights into market confidence regarding Hyperliquid’s price trajectory toward the $100 mark by the end of 2026.
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Term Structure
Contract Odds Δ since publish Volume 24h December 31 11% — — View market → January 1 2027 4.1% — — View market → January 1 2027 2.9% — — View market → January 1 2027 29.5% — — View market → January 1 2027 9.7% — — View market → January 1 2027 3.4% — — View market →
HYPE čelí silnějšímu prodejnímu tlaku po vkladu velryby 37,39 tis. HYPE za zhruba 2,03 milionu USD na KuCoin. Spot Netflow dosáhl přibližně 1,24 milionu USD, což zvyšuje nabídku na burzách.
Hyperliquid [HYPE] faced intensifying selling pressure following a $2.03 million KuCoin whale deposit, as positive netflows strengthened exchange-side supply concerns.
The exchange-bound transfer increased available supply while HYPE attempted to stabilize following its broader decline. The whale deposited 37.39K HYPE, worth approximately $2.03 million, to KuCoin six hours earlier.
The same wallet also transferred 290.75K USDC, worth roughly $290.65K, to Kraken one hour earlier. However, the HYPE transaction carried greater significance because it directly increased exchange-bound token supply.
Exchange deposits often expand immediately tradable supply, although they do not confirm completed sales. Therefore, the transaction strengthened distribution concerns rather than proving the whale had already sold. More importantly, broader spot flows supported the same direction, giving the transfer stronger bearish context.
Spot inflows strengthen the selling case Exchange flows had already shifted toward the supply side as the whale moved HYPE onto KuCoin.
Spot Netflow reached approximately $1.24 million at press time, confirming inflows exceeded outflows during the latest recorded period. Previously, HYPE had registered substantial negative netflows, including several pronounced outflow spikes around late July.
Those readings reflected tokens leaving exchanges and reduced the immediately available exchange supply. However, the latest positive reading marked a change from that withdrawal-heavy activity.
The whale’s $2.03 million deposit reinforced the shift because both metrics pointed toward increased exchange availability. Although one positive session could not erase previous outflows, current conditions clearly favored incoming supply.
Thus, the latest exchange activity gave sellers a stronger near-term position. Continued positive netflows would increase pressure on buyers to absorb additional HYPE supply.
Source: CoinGlass Whales stay active as retail participation cools Large traders had maintained their presence while broader market participation weakened across HYPE’s spot market.
The Spot Average Order Size registered Big Whale Orders, highlighting continued activity from larger market participants.
Meanwhile, the Spot Volume Bubble Map was cooling, pointing toward weaker participation across the wider spot market. This divergence gave whales greater influence over HYPE’s immediate market direction.
Notably, exchange activity provided a bearish direction to their growing influence. Positive spot netflows reached $793.92K, while one whale deposited $2.03 million in HYPE to KuCoin.
Therefore, whale activity increasingly favored the supply side as broader participation cooled. Retail demand appeared less capable of counterbalancing incoming exchange supply under those conditions.
Unless broader participation strengthens, whale-driven exchange inflows could keep sellers dominant and restrict HYPE’s recovery.
Source: CryptoQuant Improving MACD gives HYPE a recovery chance Despite stronger supply pressure, HYPE defended $53.67 and preserved an opportunity for another recovery attempt.
Price reached approximately $54.65 after rebounding from the lower area of its descending structure. Yet, the descending trendline continued restricting upside progress below the $57.10 resistance.
MACD had improved during the rebound, adding some technical support for buyers. At press time, its line reached -1.93, above the -2.23 signal line, while the histogram climbed to 0.30. Both MACD lines remained below zero, however, leaving the broader recovery unfinished.
RSI had reached 43.42, above its 39.57 average, but remained below the neutral 50 threshold. A sustained recovery could challenge $57.10 and potentially expose $62.48 afterward. Failure around resistance would keep $53.67 vulnerable, while a breakdown could reopen $51.09.
Source: TradingView Final Summary HYPE exchange inflows and whale activity currently give sellers the stronger near-term position. Holding $53.67 keeps recovery alive, but $57.10 remains the crucial upside hurdle.
BlackRock’s Head of Digital Assets Robert Mitchnick said the company has reduced the minimum for Bitcoin (BTC) exchange-traded fund (ETF) in-kind conversions from $25 million to $1 million.
BlackRock drops minimum in-kind conversion rate to $1 millionThe lower threshold allows investors with $1 million worth of Bitcoin to facilitate in-kind conversions through authorized participants and receive shares of BlackRock’s iShares Bitcoin Trust (IBIT).
In an interview with Bloomberg analysts Eric Balchunas and Isabelle Lee on Monday, Mitchnick noted that the process remains intermediated, meaning BlackRock does not directly facilitate the transactions with individual investors.
Mitchnick said in-kind creations and redemptions remain a minority of activity within the Bitcoin ETF market, with most inflows coming from new dollars.
However, he said the amount of in-kind activity has grown since regulators permitted the feature, prompting BlackRock to work on lowering the minimum threshold.
Coldcard hack reflects security mismanagement issuesMitchnick also addressed the recent hack involving Coldcard wallets, describing it as a security failure rather than a breach of Bitcoin’s underlying network.
“Unfortunately, with that incident, it was a fairly simple, sort of amateurish error that led to the vulnerability,” Mitchnick said.
He added that crypto hacks involving individual wallets or service providers reflect “individual security mismanagement issues.”
Mitchnick said the incident underscores why many investors have turned to regulated Bitcoin ETFs, which provide exposure without needing to manage private keys and other custody risks themselves.
“What we’ve seen, frankly, since the start of the Bitcoin ETFs being available in January of two years ago was an overwhelming demand to be able to hold in a very simple turnkey trusted vehicle,” he stated.
Bitcoin ETF holders remain long-term focusedDespite Bitcoin's decline from its all-time high in October, Mitchnick said BlackRock has not seen evidence of widespread panic among its ETF investors.
“The ETF investor base tends to be more of a fundamental long-term buy and hold type segment,” he said, adding that this behavior has continued during the downturn.
Mitchnick noted that Bitcoin has experienced five major boom-and-bust cycles and remains a volatile asset. However, each cycle has ended at a higher level than the previous one, he added.
He also pointed to Bitcoin’s recent decoupling from equities as a potentially healthy development for the asset’s long-term diversification thesis.
Mitchnick also discussed BlackRock’s new Bitcoin premium-income ETF, BITA. The product targets investors willing to sacrifice some potential Bitcoin upside in exchange for a mid-to-high-teens target yield and reduced volatility.
He added that BITA is off to a solid start, although he expects its growth to be slower than flagship products such as the iShares Bitcoin Trust (IBIT).
Bitcoin is trading at $63,940, down 1.7% over the past 24 hours at the time of writing.
Harrow vykázal za čtvrtletí ztrátu 0,34 USD na akcii a tržby 70,66 milionu USD, obojí pod odhady. Ztráta se prohloubila ze zisku 0,24 USD na akcii před rokem.
Harrow (HROW - Free Report) came out with a quarterly loss of $0.34 per share versus the Zacks Consensus Estimate of a loss of $0.23. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -47.83%. A quarter ago, it was expected that this pharmaceutical and drug compounding company would post a loss of $0.43 per share when it actually produced a loss of $0.63, delivering a surprise of -46.51%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Harrow, which belongs to the Zacks Medical - Drugs industry, posted revenues of $70.66 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.61%. This compares to year-ago revenues of $63.74 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.
Harrow shares have lost about 17.5% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for Harrow?While Harrow 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 Harrow 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 $0.33 on $100.61 million in revenues for the coming quarter and $0.29 on $350.05 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 - Drugs is currently in the top 41% 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, 60 Degrees Pharmaceuticals Inc. (SXTP - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.74 per share in its upcoming report, which represents a year-over-year change of +85.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
60 Degrees Pharmaceuticals Inc.'s revenues are expected to be $0.19 million, down 40.3% from the year-ago quarter.
Ripple podpořil dva návrhy XRP Ledgeru, XLS-65 a XLS-66, které mají v protokolu zavést single-asset vaulty a pevné institucionální půjčky. Aktivace ale vyžaduje přes 80% podporu validátorů dva týdny po sobě.
Ripple has voted to support two XRP Ledger amendments designed to introduce single-asset vaults and fixed-term institutional lending directly at the network’s protocol level.
Summary
Ripple’s validator voted “yes” on XLS-65 and XLS-66, supporting native vaults and lending. XLS-65 has reached 40% validator support, while XLS-66 has secured more than 37%. Both amendments require over 80% support for two consecutive weeks before activation. The framework could support loans funded with XRP, RLUSD, and other XRPL-issued assets. Ripple’s validator has backed the Single Asset Vault and Lending Protocol amendments as voting continues among trusted XRP Ledger validators.
🚨BREAKING: RIPPLE VOTES TO ADVANCE SINGLE ASSET VAULT (XLS-65) AND LENDING PROTOCOL (XLS-66)
Ripple voted in favor of Single Asset Vault (XLS-65) and Lending Protocol (XLS-66) amendments, moving them closer to enabling on the XRP Ledger.
Meanwhile, 39% of validators have now… pic.twitter.com/nKGaagryP2
— Rednirav (@CryptoRednirav) August 10, 2026 XLS-65, which would introduce Single Asset Vaults, has reached approximately 40% support. XLS-66, covering the proposed Lending Protocol, has received more than 37% support, according to the latest voting data.
The current totals remain well below the activation threshold. An amendment must maintain support from more than 80% of trusted validators for two continuous weeks before it can become active on the XRP Ledger mainnet.
Based on the current default Unique Node List configuration, the proposals would need support from at least 28 of 35 validators. Ripple’s vote therefore moves the amendments forward but does not establish an activation date.
The vote follows the amendments’ entry into the formal validator process earlier this year. As crypto.news previously reported, XLS-65 and XLS-66 are intended to provide lending infrastructure at the ledger level rather than through external smart contracts.
Validators can independently decide whether to support an amendment. Ripple’s vote carries attention because the company remains a major contributor to XRPL development, but it cannot activate the proposals by itself.
How XLS-65 and XLS-66 would work XLS-65 would establish a standard structure for pooling one type of asset from multiple depositors. A vault could hold XRP, Ripple USD (RLUSD), or another token issued on XRPL while giving depositors proportional shares representing their claims on the pooled assets.
The vault could then supply liquidity to other services, including the proposed Lending Protocol.
XLS-66 would use liquidity held in those vaults to fund fixed-term loans. Unlike many decentralized lending markets, the proposed system would not require every borrower to provide more collateral than the value of the loan.
Institutions would instead conduct credit checks, compliance reviews, legal assessments, and underwriting off-chain. The XRP Ledger would manage the agreed loan terms, including interest, repayment schedules, servicing, and default records.
Loan brokers would connect borrowers with vault liquidity and manage the credit relationship. A first-loss capital mechanism could absorb an initial share of losses if a borrower defaults, offering some protection to vault depositors.
The separation between off-chain underwriting and on-chain execution is meant to accommodate regulated lenders that cannot rely entirely on anonymous borrowers and automated liquidations. For U.S. institutions, using the protocol would not remove obligations arising from lending, securities, consumer protection, sanctions, or anti-money laundering rules.
Instead, the ledger would serve as settlement and record-keeping infrastructure after participating institutions complete the required checks.
Security review clears major lending flaws The lending code has undergone several security reviews ahead of the validator decision.
Blockchain security firm Halborn completed a re-audit covering transaction checks, accounting rules, access controls, parameter limits, and consistency between protocol states. The review found no critical or high-risk vulnerabilities.
Halborn identified five issues: one medium-risk finding, two low-risk findings, and two informational findings. Ripple addressed, accepted, or acknowledged all five, according to the audit report.
“We are proud to share that we have completed our XRP Ledger Lending Protocol Re-Audit for Ripple,” Halborn said when announcing the review.
The medium-risk issue involved a way loan interest could cause a vault to exceed its maximum asset limit. Ripple resolved that finding, along with a low-risk issue involving a missing freeze check.
The audit does not eliminate default, underwriting, liquidity, or implementation risks. However, it cleared another technical requirement as validators assess whether the amendments are ready for mainnet use. crypto.news covered the re-audit in June.
XRP Ledger applications prepare for activation Developers are already testing possible applications on XRPL’s Lending DevNet while the amendments await approval.
Yield protocol SOIL has said it plans to become one of the first applications built on the Single Asset Vault and Lending Protocol framework. Its proposed products include lending markets, yield strategies, and tokenized fixed-income instruments.
A demonstration showed users depositing assets into separate vaults and receiving tokens representing their proportional ownership. However, the system remains in a development environment and cannot launch on the mainnet unless validators approve both amendments. crypto.news previously reported on SOIL’s preparations.
Ripple-backed XRP treasury company Evernorth has also identified the lending framework as a possible way to earn institutional-grade returns on its holdings. Actual yields would depend on borrower demand, credit quality, vault terms, and protocol adoption after launch.
The vote comes alongside the release of XRP Ledger version 3.3.0, which includes work on lending, confidential transfers, transaction batches, sponsored fees, and configurable token features. Those changes also require validator approval and should not be treated as active mainnet functions solely because their code has been released.
As crypto.news reported, node operators must upgrade their software and consider each amendment separately.
XRP traded near $1.02 at the time of writing, down about 2.2% over 24 hours and 5.7% during the past week. The validator vote did not produce an immediate positive price reaction, suggesting traders remain focused on whether the amendments can reach the required threshold and generate real lending demand after activation.
Ethereum staking has reached a record 41.7 million ETH, locking more than one-third of the cryptocurrency’s circulating supply despite a sharp decline in its market price.
Summary
41.7 million ETH is now staked, according to a CryptoQuant chart shared by Bitfinex. Staked ETH has increased by about 5.5 million ETH since January. ETH has fallen from approximately $3,400 to $1,900 during the same period. Ethereum developers are debating EIP-8363, which would reduce issuance as staking grows. Ethereum staking climbs despite price decline A CryptoQuant chart shared by cryptocurrency exchange Bitfinex on Aug. 10 showed that the amount of Ethereum (ETH) committed to staking had reached an all-time high of 41.7 million ETH.
Staked $ETH has climbed to a record 41.7 million, a third of all ETH in existence, while price fell from $3,400 in January to $1,900.
As the amount staked grows, the rewards do not run out, which is why the pile keeps growing. pic.twitter.com/m5AU9GQ4eB
— Bitfinex (@bitfinex) August 10, 2026 The figure represents roughly one-third of Ethereum’s circulating supply. CoinMarketCap data places the asset’s supply near 120.7 million ETH, meaning approximately 34.5% is now staked.
“Staked ETH has climbed to a record 41.7 million, a third of all ETH in existence, while price fell from $3,400 in January to $1,900,” Bitfinex wrote.
The chart shows that staking deposits remained near 36 million ETH through late 2025 before beginning a sustained increase in February. Growth continued through the second quarter and accelerated again between June and August.
The increase comes despite ETH losing about 44% of its value from its January level. Ethereum traded near $1,900 when Bitfinex published the chart, showing that validators and long-term holders continued locking tokens even as spot-market conditions weakened.
crypto.news reported in January that 36.2 million ETH, or nearly 30% of the supply, had been staked. The latest figure represents an increase of approximately 5.5 million ETH in less than seven months.
Reinvested rewards keep staked ETH growing Ethereum validators receive newly issued ETH for proposing blocks, attesting to transactions, and supporting network consensus. They may also collect priority fees and maximal extractable value.
Part of that income can be returned to staking, creating a compounding effect even when ETH’s dollar price falls. However, returns decline as more validators join because Ethereum distributes issuance across a larger staked balance.
Corporate treasury companies have become a major part of this trend. BitMine had approximately 4.9 million ETH staked as of July 12, equal to about 85% of its Ethereum holdings.
The company generated $45.7 million from staking and validation during the quarter ended May 31. Chairman Tom Lee projected that annual rewards could reach $284 million if BitMine stakes its entire ETH treasury, although returns depend on yields and validator conditions.
SharpLink has also committed most of its Ethereum treasury to staking. Its strategy continued generating ETH rewards even as lower market prices contributed to a $394.3 million second-quarter loss.
Record staking renews Ethereum issuance debate The continued increase has renewed questions about how much ETH should be committed to network security and whether Ethereum’s reward curve encourages excessive staking.
EIP-8363, known as Tapered Issuance Burn, would burn a growing share of consensus-layer rewards as the staking ratio rises. The mechanism would remove issuance-based rewards when approximately half of Ethereum’s supply is staked.
As crypto.news previously reported, the proposal’s authors argue that the current system continues rewarding additional deposits even after they provide limited security benefits. EIP-8363 remains under review and has not been approved for an Ethereum upgrade.
SharpLink CEO Joseph Chalom has opposed the plan, arguing that native yield supports Ethereum’s institutional appeal and acts as a benchmark for returns across decentralized finance.
US institutions expand access to ETH yield Staking has also become more accessible through regulated investment products in the United States. Grayscale distributed about $9.4 million in ETH staking proceeds to eligible ETHE shareholders in January, marking the first such payout by a U.S.-listed Ethereum product.
Morgan Stanley has also added staking provisions to its proposed Ethereum ETF. Its filing showed that 3.64 million ETH was waiting to enter validation as of May 18, implying an activation delay of approximately 63 days.
Continued institutional participation could remove more ETH from liquid markets. However, staking does not guarantee price appreciation, and the divergence between record deposits and ETH’s decline shows that supply constraints can be outweighed by broader selling pressure.
Robinhood Chain v prvním měsíci provozu vygeneroval zhruba 3,6 milionu USD na poplatcích a stal se nejvýnosnější sítí Ethereum L2. Tvořil asi 38 % z odhadovaných 6,3 milionu USD poplatků na hlavních sítích L2 v červenci.
Robinhood Chain generated roughly $3.6 million in transaction fees in its first month of operation, making it the top revenue-producing Layer-2 network across the entire Ethereum ecosystem. That figure accounted for approximately 38% of the estimated $6.3 million in total fees collected across major L2 networks during July.
Robinhood Chain launched its public mainnet on July 1, 2026.
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How a brokerage outpaced crypto-native L2s Robinhood Chain is built on Arbitrum’s technology, making it an Ethereum-compatible rollup. The network supports 24/7 trading of tokenized stocks and decentralized finance applications. Reports indicate daily trading volumes reaching into the hundreds of millions of dollars shortly after launch, with tens of millions of individual transactions processed within the first two weeks alone.
Some estimates suggest its share of total L2 fees may have been as high as 56%, depending on which networks are included in the denominator.
Under the Arbitrum Expansion Program, Robinhood allocates 10% of its net protocol revenue back to the Arbitrum ecosystem. Of that 10%, 8% goes to support ARB token holders and 2% flows to ecosystem developers. The remaining 90% is retained by Robinhood.
The Ethereum revenue problem, amplified In the early days following Robinhood Chain’s launch, Ethereum’s mainnet received only a few thousand dollars in fee transfers from the new L2.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Robinhood’s Ethereum Layer-2 network has crossed 200 million cumulative transactions roughly one month after its July 1 mainnet launch, a pace that puts it among the fastest-growing rollups ever deployed. To put that in perspective, the chain hit 38.7 million transactions in its first 10 days alone.
Daily transaction counts have peaked between 10 million and 13.3 million, volumes that at times have eclipsed Base, Coinbase’s own Layer-2 network.
What’s actually happening on the chain Robinhood Chain is built on Arbitrum’s infrastructure, uses ETH as its gas token, and runs block times of roughly 0.1 seconds. Sub-second finality is what makes it practical to trade tokenized real-world assets like US stocks on-chain without the lag that plagues slower networks.
The platform has landed integrations with several DeFi protocols. Uniswap provides automated market-making infrastructure. Chainlink supplies oracle data feeds. Alchemy handles developer tooling.
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Total Value Locked has climbed to somewhere between $300 million and $800 million since launch. The chain’s stablecoin supply continues to set records, which typically signals real usage rather than speculative inflows, since stablecoins tend to serve as working capital for trading and lending rather than directional bets.
Average trade sizes have declined since the initial launch spike, as early adopters testing with larger positions have been joined by a broadening user base pulling the average down.
The tokenized stocks play Robinhood Chain is positioning itself as a bridge between traditional finance and on-chain infrastructure, with tokenized US stocks as the centerpiece. The brokerage already serves users in over 120 countries through its traditional platform, and bringing those assets on-chain could unlock 24/7 trading, fractional ownership, and composability with DeFi lending markets.
The absence of a native token is a deliberate choice. By using ETH for gas and avoiding a governance or utility token launch, Robinhood sidesteps regulatory exposure and ensures the chain’s growth metrics aren’t inflated by token-farming incentives.
Where this fits in the Layer-2 wars What separates Robinhood Chain from most Layer-2 competitors is the built-in connection to a regulated brokerage with millions of existing customers who have already been KYC’d and onboarded, a distribution advantage that crypto-native chains must build from scratch.
For the broader Ethereum ecosystem, Robinhood Chain’s rapid growth contributes to ETH demand through gas consumption and settlement fees, as every transaction on the chain ultimately settles back to Ethereum’s base layer.
Robinhood has faced regulatory scrutiny before, most memorably during the 2021 GameStop saga when it restricted trading on certain stocks. Whether that history gives users pause about relying on a Robinhood-operated chain for their on-chain activity is a relevant consideration given the concentration risk of a single brokerage controlling a dominant L2 gateway for tokenized stock trading.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
SharpLink vykázal ve 2. čtvrtletí čistou ztrátu 394,3 milionu USD při tržbách 11,5 milionu USD. Ztrátu táhly nerealizované ztráty z ETH za 321 milionů USD a znehodnocení za 76,1 milionu USD.
TLDR: SharpLink reported a $394.3 million net loss in Q2 2026 despite $11.5 million total revenue. Unrealized ETH losses of $321 million and $76.1 million in impairments drove the quarterly loss. SharpLink’s ETH holdings rose to approximately 888,938 tokens as of August 3, 2026. The company launched a $125 million Galaxy SharpLink Onchain Yield Fund after Q2 ended. SharpLink, Inc. (Nasdaq: SBET), one of the largest publicly traded Ethereum treasury companies, reported total revenue of $11.5 million for the second quarter of 2026.
The company posted a net loss of $394.3 million for the period. Staking revenue reached $11.2 million, reflecting the company’s actively managed Ethereum treasury strategy.
SharpLink held approximately 886,881 ETH as of June 30, 2026, with holdings rising to about 888,938 ETH by August 3, 2026.
Second Quarter Financial Performance SharpLink’s total revenue for the three months ended June 30, 2026, grew significantly from $0.7 million in the same period last year.
The increase stemmed largely from the company’s ETH treasury strategy, which launched in June 2025.
Selling, general and administrative expenses rose to $9.1 million, compared with $2.4 million a year earlier.
SharpLink Reports $394M Q2 Loss as ETH Staking Revenue Reaches $11.2M
SharpLink, the second-largest publicly traded Ethereum treasury company, reported Q2 revenue of $11.5 million, including $11.2 million from ETH staking, and a net loss of $394.3 million. The loss included… pic.twitter.com/wWT5eBsWhC
— Wu Blockchain (@WuBlockchain) August 10, 2026
The company’s net loss of $394.3 million compares with a net loss of $103.4 million in the second quarter of 2025. This increase was driven primarily by non-cash unrealized losses and impairment charges.
SharpLink recorded an unrealized loss of $321.0 million tied to Ethereum market conditions during the quarter.
Additionally, the company recorded a $76.1 million impairment charge on its LsETH and weETH holdings.
SharpLink noted these charges are non-cash accounting adjustments that do not reduce actual token holdings.
However, impairment charges lower the carrying value of these assets under U.S. GAAP and are not reversed later.
Cash and cash equivalents totaled $56.2 million as of June 30, 2026. This figure compares with $28.5 million reported at the end of December 2025. Crypto assets totaled approximately $1.4 billion on a GAAP basis at quarter’s end.
Treasury Management and Ecosystem Investments On June 23, 2026, SharpLink completed a $75.0 million registered direct offering. The transaction included 10,013,351 shares of common stock alongside accompanying warrants. Proceeds from the offering helped fund the purchase of roughly 10,000 additional ETH tokens.
SharpLink also repurchased about 2.1 million shares during the quarter, spending approximately $10.0 million.
Since starting its buyback program in August 2025, the company has repurchased 4,071,223 shares. The total cost of these repurchases has reached approximately $41.7 million to date.
Chief Executive Officer Joseph Chalom said the company remained “highly active across both treasury management and Ethereum ecosystem development” during the quarter.
He pointed to accelerating institutional adoption and expanding onchain activity as signs of broader momentum building across the network.
Beyond treasury management, SharpLink announced anchor funding for three ecosystem organizations. EthLabs focuses on core protocol development and scaling for institutional adoption.
Ethereum Institutional serves as a front door connecting banks and asset managers to Ethereum, while EthSystems develops privacy and compliance infrastructure for regulated institutions.
Chairman Joseph Lubin, also Consensys CEO and an Ethereum co-founder, said the network is “moving from an era of proving the technology to putting it to work” as financial infrastructure.
SharpLink also joined the Russell 2000 and Russell 3000 indexes during June’s reconstitution. After the quarter closed, the company launched the Galaxy SharpLink Onchain Yield Fund.
The fund carries $125.0 million in committed capital, split between SharpLink and Galaxy Digital.
Ethereumu2019s price has barely budged from $1,870, but underneath that surface calm, wallet-level activity has exploded. Onchain data from the Santiment update on August 10 showed 989,500 daily active addresses moving on Ethereum u2014 the highest single-day tally since March. The sudden spike contrasts sharply with the lack of immediate price momentum, suggesting that capital is being redeployed across the network rather than fleeing it.
The climb in user activity isnu2019t happening in a vacuum. Spot ETH ETF demand has been slowly rebuilding after weeks of tepid flows, and Robinhood Chainu2019s Ethereum-settled operations have added a new high-velocity use case. Instead of retail traders blindly aping, this spike looks more like existing wallets waking up to re-route funds, test execution rails, and position for what comes next.
More Than Just a Numbkey Count A raw address count can be noisy, but Santiment pushed a sharper thesis: ETF flows, Robinhoodu2019s clearing efficiency, and the gravitational pull of stablecoin and RWA settlement are pulling real traffic back to the layer-1. Tokenized Treasuries and other real-world assets now form a multi-billion dollar segment that Ethereum still dominates, as chronicled in the latest tokenization roundup. That dollar liquidity doesnu2019t just sit idle u2014 it drives gas consumption, validator yield, and ultimately, ETH demand if the usage sticks.
Lower gas fees and better L2 throughput help. When mainnet costs drop, small- and mid-sized wallets u2014 the cohort that typically vanishes during fee spikes u2014 can migrate back. Combined with improved bridging infrastructure, it creates conditions where protocol interaction, stablecoin transfers, and NFT/DeFi activity become economically feasible again for a wider set of users.
What the Market May Be Watching Thereu2019s still an open question: is this a durable shift in onchain behavior or a temporary reshuffling of funds? The Santiment note flagged that many of the active addresses appear to be older wallets rotating positions, not new entrants. That matters. If the spike is concentrated among existing cohort wallets testing the waters, then a sustained rise in active addresses might require fresh capital from outside the system. Without that, elevated activity could deflate just as quickly as it appeared.
Ethereumu2019s ability to retain and grow its developer base also plays a supporting role. It still leads blockchains in weekly developer activity, a signal that new tooling and applications are being built even as competitive pressure from other L1s increases, as recent developer activity rankings have shown. That underlying construction work can provide a floor for usage, even when speculation cools.
Meanwhile, the U.S. regulatory backdrop continues to evolve. While the spike in addresses wasnu2019t directly triggered by policy, market-structure progress in Washington u2014 including the contentious crypto bill still being debated u2014 has kept institutions focused on regulated on-chain finance. Any further clarity could tilt more capital toward Ethereumu2019s settlement layer as a compliant venue for digital dollar flows, adding weight to the current address uptick.
AUTHOR
Freelance writer and crypto enthusiast with a focus on Web3, delivering clear and engaging articles. Known for his well-researched articles and insightful analysis, Shayan covers a broad range of topics including market trends, blockchain technology, decentralized finance (DeFi), and emerging crypto projects. His writing aims to educate both beginners and experts, providing clear, engaging content that helps readers stay informed about the fast-evolving crypto space. Shayan's expertise and dedication make him a trusted voice in the blockchain community.
Synchrony a PayPal rozšířily speciální financování nákupů pro držitele PayPal Credit Card na celou síť Mastercard, a to online i v obchodech. Nabízí šest měsíců financování nákupů od 149 USD.
Synchrony and PayPal now offer PayPal Credit Card cardholders special financing everywhere Mastercard is accepted.
This special financing is now available both in online checkout and in stores across the Mastercard network. It offers six months special financing on purchases of $149 or more, with pay over time at millions of merchants and with everything managed in the PayPal app, PayPal said in a Monday (Aug. 10) post on LinkedIn.
Whit Goodrich, senior vice president and general manager, PayPal and Venmo at Synchrony, shared PayPal’s post in a Monday post and said: “As more customers look for flexible ways to pay, Synchrony has continued to expand where special financing can be used with the PayPal Credit Card. It’s another step toward making financing more seamless across all the places people shop, with everything managed in the PayPal app.”
According to a page to which PayPal linked in its post, the special financing on the PayPal Credit Card is available everywhere PayPal or Mastercard is accepted, has no impact on the cardholder’s credit score if declined, and is meant to be a “go-to for everyday purchases,” not an intro promotion.
Synchrony announced in June 2025 that PayPal introduced a new physical card, issued by Synchrony, that enables PayPal Credit to be used both online when checking out with PayPal and in-store and everywhere Mastercard is accepted.
Synchrony said at the time that PayPal Credit had become a favorite way to pay online, and that the physical card was designed to extend this financing option for in-store use.
Synchrony executives said during a January earnings call that Pay Later has become a central part of the company’s multiproduct strategy. The offering is now available at more than 6,200 merchants, and management said on the call that when Pay Later and revolving credit are presented together, partners see at least a 10% average increase in sales. They added that Pay Later customers are incremental rather than substitutive, without cannibalization of private-label and co-brand cards.
Even though Pay Later tends to start with single purchases, repeat behavior had begun to surface, executives said during the call.
TRON, the layer-1 blockchain founded by Justin Sun, ended the second quarter with $87.9 billion in circulating USDT (USDT), surpassing Ethereum (ETH) while processing $2.1 trillion in USDT transfers during the period.
According to a Messari report, USDT accounted for 98.5% of TRON’s stablecoin market, which grew 4.1% quarter-over-quarter to a record $89.2 billion. Average daily USDT transfer volume also returned to growth, rising 4.3% to $22.8 billion after declining in the first quarter.
The increase coincided with record network usage. TRON averaged 11.8 million daily transactions during the quarter, up 8.7%, while average daily active addresses climbed 11.7% to 3.6 million. The network processed a record 14.6 million transactions on June 15, the report said.
State of TRON Q2 2026 report. Source: Messari
Higher activity also helped reverse a two-quarter decline in network fees. Fees rose 15.9% to $699.4 million, their first quarterly increase since an August 2025 governance change cut the network’s energy unit price.
Growth was uneven elsewhere. DeFi TVL slipped 1.9% to $4.4 billion, while average daily DEX volume fell 21.7% to $49.3 million, marking a fourth consecutive quarterly decline. TRX supply also remained inflationary despite higher activity, with circulating supply increasing by 87 million tokens during the quarter as issuance continued to outpace burns.
TRON expands institutional accessInstitutional access to TRON widened during the quarter, with Securitize launching Hamilton Lane’s tokenized Senior Credit Opportunities Fund on the network, its first TRON-issued asset. The fund launched with about $4.3 million under management.
Asset manager Grayscale also added TRX (TRX), the native token of the TRON blockchain, to its list of assets under consideration, while a proposed staked TRX exchange-traded product from Canary Capital remained in registration.
Meanwhile, TRX saw broader market access during the quarter. Bitnomial launched spot TRX trading in the United States, while OKX Europe introduced MiFID-regulated TRX expiry perpetuals and Binance.US restored trading in the token.
That trend continued after the quarter ended, with Anchorage Digital adding native TRX staking and custody for TRC-20 assets in July, allowing institutional clients to stake TRX directly from its custody platform.
Magazine: Bitcoin will never fall below $60K again: Nansen founder
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Wells Fargo letos na podzim začne vybraným firemním klientům nabízet tokenizované vklady pro převody mezi USD a GBP. Cílem je rychlejší a programovatelné vypořádání peněz v rámci bankovního systému.
Corporate treasurers may soon get the speed and programmability associated with stablecoins without moving their cash outside the banking system.
Wells Fargo said it will begin offering tokenized deposits to select corporate and commercial clients this fall. The blockchain-based service will initially support transfers between U.S. dollars and British pounds, allowing participating companies to move, program and settle funds around the clock. Wells Fargo plans to add clients, countries and currencies during 2027.
The announcement places Wells Fargo alongside JPMorgan and Citi in a widening contest over who will provide the digital money used for corporate payments. Stablecoin issuers have demonstrated that funds can move across borders and outside banking hours. Banks are responding by applying similar technology to deposits that remain within regulated institutions.
That distinction goes to the center of the emerging competition.
A stablecoin is generally backed by reserves held by its issuer and can move between participating wallets and platforms. A tokenized deposit remains a commercial bank liability, much like the balance displayed in a corporate checking account. The blockchain changes how the deposit moves and what companies can program it to do. It doesn’t change the basic relationship between the depositor and the bank.
For companies, that could remove a significant obstacle to blockchain adoption. Treasury departments wouldn’t need to convert bank deposits into a separate digital asset, manage an additional issuer relationship or create new procedures for holding and redeeming stablecoins. The funds would remain connected to existing compliance, liquidity and cash-management systems.
Wells Fargo is entering a field that has moved beyond experimentation. JPMorgan’s JPM Coin supports round-the-clock institutional settlement, while Citi Token Services enables clients to move liquidity across participating markets outside normal banking hours. Citi has also tested smart contracts that automatically release payment after a commercial condition, such as delivery of fuel to a ship, has been satisfied.
That programmability could prove more consequential than raw speed. A company could connect payment to the receipt of goods, approval of an invoice or completion of a contractual milestone. The payment instruction, business condition and record of settlement could become parts of the same workflow. That would reduce the manual handoffs that create reconciliation work and payment disputes.
Banks also bring a structural advantage. They already hold corporate operating deposits and provide credit, foreign exchange, fraud controls and liquidity services. The Bank for International Settlements has argued that tokenized commercial bank money can deliver many benefits of programmable payments while preserving a financial system anchored by central bank reserves. It has raised concerns that current stablecoin designs depend on prefunded reserves and may not always preserve convertibility at par.
Stablecoins retain an important advantage of their own: reach. They can move across platforms, countries and digital-asset networks without requiring both parties to bank with the same institution. A tokenized deposit operating inside one bank’s network risks becoming a faster version of a closed system.
That makes interoperability the next test. Wells Fargo says its service will eventually connect with a broader tokenized-deposit network and selected private networks. The value for corporate clients will rise sharply when a Wells Fargo tokenized deposit can reach a supplier using another bank without losing its speed, programmability or compliance information.
The banks have shown they can put deposits on blockchain rails. Now they must show those deposits can travel.
Simon Property Group oznámila, že tržby maloobchodníků v jejích nemovitostech za posledních 12 měsíců vzrostly o 13,9 % na 838 USD na čtvereční stopu. Obsazenost zůstala na 96 %.
Simon Property Group, saw the results from its premium outlets and other destinations remain strong during the second quarter as the company tied into special events to highlight the unique offerings of physical retail, executives said during a Monday (Aug. 10) earnings call.
“Shopper traffic accelerated in the quarter, and retailer sales volume again grew solidly year over year, further evidence that our portfolio is well positioned and our properties are the places where shoppers and tenants want to be,” Eli Simon, CEO, president and chief operating officer of Simon Property Group, said during the call.
Simon Property Group owns shopping, dining, entertainment and mixed-use destinations across North America, Europe and Asia, according to a Monday press release.
As of the end of the second quarter, June 30, Simon Property Group saw results that held steady or increased year over year in its U.S. malls and premium outlets operating statistics, per the release.
Over the year, occupancy remained unchanged at 96%, base minimum rent per square foot increased 6.3% to $62.42 and reported retailer sales per square foot for the trailing 12 months increased 13.9% to $838, the release said.
U.S. malls and premium outlets accounted for 76.9% of Simon Property Group’s net operating income during the second quarter, according to a supplemental presentation released Monday.
“We continue to host unique activations that highlight the incredible value our portfolio offers,” Simon said during the call.
Simon highlighted the company’s fifth annual National Outlet Shopping Day, saying the event saw growth in both shopper traffic and retailer sales growth as well as a 25% year-over-year increase in retailer participation.
National Outlet Shopping Day was held June 11-14 at 90 premium outlets and other destinations, according to a June 8 press release. Each year’s event features exclusive offers and is designed to rival Black Friday, the release said.
Simon also highlighted soccer fan experiences and programming offered at select locations this summer, saying they “built on the momentum around the World Cup.”
These experiences included large-scale block parties, soccer watch parties, and exclusive Adidas product releases and in-store activations, according to a May 28 press release.
“The shopper and retailer response to these types of events underscores Simon’s offering, the ability to turn major moments into large-scale real-world experiences that bring our consumers, brands and communities together,” Simon said during the call.
Micron Technology čeká, že napětí na trhu s pamětmi potrvá i po roce 2027, protože poptávka po DRAM tažená AI dál převyšuje výrobní kapacity. Firma říká, že rok 2027 bude ještě těsnější než 2026.
The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad ExposureMicron Technology NASDAQ: MU expects memory-market supply constraints to persist beyond 2027 as demand driven by artificial intelligence continues to outpace the industry’s ability to add manufacturing capacity, Executive Vice President and Chief Business Officer Sumit Sadana said at KeyBanc Capital Markets’ Annual Technology Leadership Forum.
Sadana said customer demand signals have increased since Micron’s latest earnings report, leading the company to expect calendar 2027 to be “even tighter than 2026.” He said the company does not yet have visibility into when industry supply will catch up with demand.
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Chips & Clips: Memory Tariffs Rewire Tech Supply Chains“The number one constraint” for customers is DRAM, rather than power availability, real estate, data-center capacity or logic wafers, Sadana said. He attributed the imbalance in part to the difficulty and length of time required to construct and ramp leading-edge memory fabrication plants.
AI Demand Reshapes Memory Market Sadana characterized the current environment as fundamentally different from prior memory cycles, citing the expansion of generative AI, agentic AI and future artificial general intelligence applications. He said agentic AI workloads can require five to 30 times more tokens than comparable chat-interface tasks, with deep-reasoning workloads requiring still more.
5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest?He also pointed to the rising importance of high-bandwidth memory, or HBM, in AI systems. According to Sadana, processors can sit idle while waiting for data from DRAM, making higher memory bandwidth and capacity necessary to improve system utilization.
Micron has previously discussed a tradeoff between HBM production and conventional DDR memory supply. Sadana said producing 100 bits of HBM can reduce DDR output by roughly 300 bits for HBM3E, a three-to-one trade ratio. He said that ratio could approach four-to-one with HBM4E, increasing pressure on conventional memory supply.
While data centers represent the most acute area of demand, Sadana said demand is elevated across market segments. He said some data-center customers cannot obtain more than half of the memory volume they seek, despite high pricing.
Customers are adjusting system memory configurations primarily because of constrained availability, rather than pricing, Sadana said. While lower average DRAM capacity can allow customers to ship more systems, he said it can also reduce processor utilization and create latent demand for higher-capacity configurations when supply becomes available.
Strategic Customer Agreements Sadana discussed Micron’s strategic customer agreements, or SCAs, which he described as distinct from historical long-term agreements in the memory industry. The agreements cover multiyear periods, with the majority of SCA-related revenue expected to fall under terms extending through the end of calendar 2030, he said.
Unlike prior arrangements, Sadana said the SCAs include binding purchase commitments, take-or-pay provisions and no contractual exits for customers. At the time of Micron’s earnings report, the company had announced 16 agreements that included $22 billion in cash and cash-like commitments, including $18 billion in cash expected to be held on Micron’s balance sheet.
Some agreements use market-based pricing, while most volume covered by the agreements will include pricing bands, Sadana said. He said the floor prices are set at levels intended to generate gross margins above previous industry-cycle peaks.
Sadana said the agreements also support deeper engineering collaboration with customers, including product and research roadmaps extending beyond 2030. He cited Micron’s HBM3E product, which he said offered 30% lower power consumption than the next-best product, and its work with NVIDIA to bring low-power DRAM into data centers.
Investment and U.S. Manufacturing Micron is increasing its planned U.S. investment to $250 billion from $200 billion over the coming years, Sadana said. The company is also investing across its manufacturing network in Japan, Taiwan and Singapore, as well as in back-end manufacturing in India.
He said Micron has committed $500 million to GlobalWafers for raw wafers and is participating in a broader $3 billion supply-chain investment effort.
Sadana described Micron as the only company investing in front-end memory-fab manufacturing in the U.S. He said Micron’s Idaho 1 facility is expected to come online in the middle of next year, with Idaho 2 expected at the end of 2028. The company also plans a New York fab cluster and investments in Virginia, including the introduction of 1-alpha DRAM technology.
Micron expects its U.S. manufacturing footprint to command a pricing premium and provide customers with greater supply-chain resilience, Sadana said.
HBM and Physical AI Opportunities Looking ahead, Sadana said HBM4E will introduce opportunities for customized HBM products. He expects many HBM programs to use one or two suppliers because qualification and co-engineering processes are time-consuming and expensive.
He also highlighted “physical AI,” including robotics and humanoid robots, as an emerging long-term demand driver. Sadana said a humanoid robot could require hundreds of gigabytes of DRAM and terabytes of solid-state storage to support onboard computing, safety and responsiveness when cloud access is unavailable.
While robotics remains in its early stages, he said Micron expects the segment to grow later this decade and potentially enter a more rapid growth phase in the early part of the next decade.
About Micron Technology (NASDAQ:MU)Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.
Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.
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Should You Invest $1,000 in Micron Technology Right Now?Before you consider Micron Technology, you'll want to hear this.
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The space race is growing fast, and you don’t have to have gotten in early on SpaceX to profit. This report shows seven space stocks you can buy today that may grow as rockets, satellites, defense, space internet, and new space technology become more important.
Riot Platforms vykázala za čtvrtletí ztrátu 0,68 USD na akcii, což je horší než očekávaných 0,39 USD. Výnosy dosáhly 174,24 milionu USD a překonaly odhad o 17,16 %.
Riot Platforms, Inc. (RIOT - Free Report) came out with a quarterly loss of $0.68 per share versus the Zacks Consensus Estimate of a loss of $0.39. 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 -74.36%. A quarter ago, it was expected that this company would post a loss of $0.33 per share when it actually produced a loss of $1.44, delivering a surprise of -336.36%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Riot Platforms, Inc., which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $174.24 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 17.16%. This compares to year-ago revenues of $152.99 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.
Riot Platforms, Inc. shares have added about 62% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for Riot Platforms, Inc.?While Riot Platforms, Inc. 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 Riot Platforms, Inc. was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.27 on $156.65 million in revenues for the coming quarter and -$2.33 on $629.87 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the bottom 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, Vinci Compass Investments (VINP - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 11.
This investments platform is expected to post quarterly earnings of $0.23 per share in its upcoming report, which represents a year-over-year change of +4.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Vinci Compass Investments' revenues are expected to be $56.05 million, up 31.7% from the year-ago quarter.
Nově vytvořená peněženka vložila na Hyperliquid 3,56 milionu USDC a otevřela 4x long na 36 000 XMR v hodnotě asi 14,33 milionu USD. Cíl zisku je mezi 475 a 516 USD.
Someone really likes Monero right now. A newly created wallet dropped 3.56 million USDC onto Hyperliquid, the decentralized perpetual exchange, and immediately opened a leveraged long position on 36,000 XMR tokens. At entry prices hovering between $395 and $400, the notional value of the trade clocks in at roughly $14.33 million.
The trader then set a take-profit ladder between $475 and $516, suggesting they’re expecting XMR to rally another 20% to 30% from current levels.
Breaking down the trade The position uses approximately 4x leverage, meaning the trader’s $3.56 million in deposited collateral is controlling a position worth more than four times that amount.
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On-chain analytics from Lookonchain first flagged the whale activity on August 10, 2026. The wallet in question appears to have been created specifically for this trade, which is a common pattern among large traders looking to keep their broader portfolio activity under wraps.
XMR has gained nearly 10% over the past week, trading in a range between $393 and $402 after breaking through a descending trendline that had been capping price action.
Hyperliquid is a decentralized exchange specializing in perpetual futures that operates on its own Layer-1 blockchain to facilitate on-chain order books and leveraged trading. Perpetual futures allow traders to bet on price movements without actually buying the underlying asset — you’re trading a synthetic contract that tracks XMR’s price, settled in stablecoins, with leverage available to amplify exposure.
This distinction matters for Monero in particular. XMR has been delisted from several major centralized exchanges over the years due to regulatory concerns around its privacy features, making it harder to trade in traditional spot markets. Perpetual futures on platforms like Hyperliquid offer an alternative route for traders who want exposure without navigating the shrinking list of venues that still support direct XMR trading.
A pattern of whale interest This isn’t the first time a large trader has taken a sizable XMR position on Hyperliquid. Earlier in 2026, a similar whale trade surfaced involving a $2.27 million USDC deposit used to open a 2x leveraged long on Monero. The current trade is significantly larger in both collateral and leverage.
The take-profit range of $475 to $516 would represent a roughly 19% to 29% move from the entry zone. At 4x leverage, a 25% adverse move would wipe out the collateral entirely without intervention.
With spot market access becoming increasingly restricted, decentralized perpetual exchanges are absorbing a growing share of XMR volume. That means XMR’s price discovery is happening less on order books where actual coins change hands and more on synthetic markets where stablecoins serve as the medium of exchange. Hyperliquid, which operates without traditional KYC requirements for most users, is a natural landing spot for that flow.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
In the latest trading session, Workday (WDAY - Free Report) closed at $184.19, marking a +2.53% move from the previous day. The stock exceeded the S&P 500, which registered a loss of 0.06% for the day. Meanwhile, the Dow experienced a drop of 0.11%, and the technology-dominated Nasdaq saw a decrease of 0.32%.
The stock of maker of human resources software has risen by 29.28% in the past month, leading the Computer and Technology sector's gain of 2.78% and the S&P 500's gain of 3.42%.
The investment community will be paying close attention to the earnings performance of Workday in its upcoming release. The company is slated to reveal its earnings on August 27, 2026. The company's upcoming EPS is projected at $2.63, signifying a 19.00% increase compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $2.63 billion, indicating a 12.18% growth compared to the corresponding quarter of the prior year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $10.81 per share and revenue of $10.66 billion. These totals would mark changes of +17.12% and +15.46%, respectively, from last year.
Investors might also notice recent changes to analyst estimates for Workday. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.57% increase. At present, Workday boasts a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Workday has a Forward P/E ratio of 16.62 right now. This signifies a discount in comparison to the average Forward P/E of 22.13 for its industry.
It's also important to note that WDAY currently trades at a PEG ratio of 0.95. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Internet - Software was holding an average PEG ratio of 1.21 at yesterday's closing price.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 102, this industry ranks in the top 42% of all industries, numbering over 250.
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.
Trump Media na konci června držela 9 477 bitcoinů, méně než na konci března, a za první pololetí vykázala ztrátu 360,6 milionu USD z digitálních aktiv. Hodnota této pozice klesla na 557 milionů USD.
President Donald Trump at the White House (Jesse Hamilton/CoinDesk)Summary
Trump Media held 9,477 bitcoin at the end of June, down from 9,542 at the end of 2025, while the position's fair value fell to $557 million from $836 million.The company recorded $360.6 million in losses on digital assets and digital assets pledged during the first half of 2026, much of it unrealized.The results come days after Trump Media and Crypto.com scrapped plans for a publicly traded CRO treasury company and abandoned a separate ETF servicing partnership.Trump Media and Technology Group's (DJT) bitcoin holdings shrank during the second quarter of the year as falling crypto prices saddled the Truth Social parent with $360.6 million in losses in the first half of the year.
The company held 9,477.16 bitcoin BTC$63,940.84 with a fair value of $557.1 million as of June 30, according to its quarterly filing Monday. That's down from 9,542.16 BTC at the end of March, translating to a 65 BTC decline in holdings through the quarter.
Trump Media's Crypto.com-linked cronos CRO$0.04685 holdings remained unchanged at roughly 756.1 million tokens, but their fair value fell to $40.6 million from $68 million at the end of 2025.
A significant chunk of the company's bitcoin was also tied up as collateral. Trump Media, which is majority owned by the Donald J. Trump Revocable Trust, had 4,260.73 BTC pledged against convertible notes and another 2,077.34 BTC pledged for its bitcoin options strategy as of June 30.
U.S. President Donald Trump owns a significant stake in the trust, which is controlled by Donald Trump, Jr., one of the president’s children.
The results landed only days after Trump Media pared back parts of its crypto ambitions.
On Friday, Trump Media, crypto exchange Crypto.com and Yorkville Acquisition said they mutually terminated their proposed business combination to establish Trump Media Group CRO Strategy, a publicly traded company designed to build a large CRO treasury.
The companies cited "prevailing market conditions, and shifting business and stakeholder priorities." They also abandoned a separate partnership under which Crypto.com would have serviced certain planned Yorkville America exchange-traded funds, though Yorkville America said its existing and future ETF plans otherwise remain unchanged.
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Building the Zcash Machine: Tachyon and Quantum Readiness
Building the Zcash Machine: Tachyon and Quantum Readiness
Zcash’s Tachyon upgrade aims to scale shielded payments, improve quantum readiness, and test whether its funding, security, and governance can hold.
Jun 30, 2026
Zcash’s Tachyon upgrade aims to scale shielded payments, improve quantum readiness, and test whether its funding, security, and governance can hold.
Why it matters:
Zcash’s Tachyon upgrade aims to scale shielded payments, improve quantum readiness, and test whether its funding, security, and governance can hold.
Rocket Lab vykázal za čtvrtletí končící v červnu 2026 ztrátu 0,03 USD na akcii v souladu s odhady analytiků a tržby 234,07 milionu USD, což překonalo konsensus o 1,08 %.
Rocket Lab Corporation (RKLB - Free Report) came out with a quarterly loss of $0.03 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.1 per share a year ago. These figures are adjusted for non-recurring items.
A quarter ago, it was expected that this company would post a loss of $0.04 per share when it actually produced a loss of $0.02, delivering a surprise of +50%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Rocket Lab Corporation, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $234.07 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.08%. This compares to year-ago revenues of $144.5 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.
Rocket Lab Corporation shares have added about 18.7% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for Rocket Lab Corporation?While Rocket Lab 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 Rocket Lab 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 -$0.03 on $238.34 million in revenues for the coming quarter and -$0.10 on $921.3 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, Aerospace - Defense Equipment is currently in the top 29% 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.
Innovative Solutions and Support, Inc. (ISSC - 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 13.
This company is expected to post quarterly earnings of $0.24 per share in its upcoming report, which represents a year-over-year change of +71.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Innovative Solutions and Support, Inc.'s revenues are expected to be $24.4 million, up 1% from the year-ago quarter.
Cross-chain bridge exploit odčerpal z KelpDAO zhruba 292 mil. USD v nebackovaných rsETH a dopady se promítly do bilance Aave. Útočník použil tyto nově mintované tokeny jako zástavu k vypůjčení 190 mil. USD v WETH a stablecoinech na Aave V3 a V4, což protokolu zanechalo přibližně 195 mil. USD ve špatném dluhu. Aave okamžitě zmrazil trhy rsETH a WETH.
A cross-chain bridge exploit drained roughly $292M worth of unbacked rsETH tokens from KelpDAO, and the fallout landed squarely on Aave’s balance sheet. The attacker used those freshly minted tokens as collateral to borrow $190M in WETH and stablecoins across Aave V3 and V4, leaving the protocol staring at approximately $195M in bad debt.
SparkLend, the lending arm under MakerDAO, had already reduced its rsETH exposure before the incident. The protocol absorbed between $1.4B and $1.7B in new deposits from users scrambling for safer ground, effectively doubling its total value locked within days.
How the exploit unfolded On April 18, roughly 116,500 rsETH tokens were minted without backing through KelpDAO’s LayerZero-powered bridge. That figure represented about 18% of rsETH’s entire supply.
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The attacker then deposited those tokens into Aave as collateral. Because Aave’s markets recognized rsETH at face value, the protocol processed the borrows like any other transaction. The result was $190M in borrowed assets that will almost certainly never be repaid.
Estimates for the resulting bad debt range from $124M to $230M depending on recovery assumptions, but $195M has emerged as the most widely referenced figure. Aave immediately froze its rsETH and WETH markets to prevent further damage.
The protocol’s TVL took a severe hit in the aftermath. From peaks near $26B, Aave saw declines reported between $6B and more than $10B as depositors pulled funds.
SparkLend’s strategic positioning pays off SparkLend’s decision to limit rsETH exposure before the exploit meant the bridge hack barely grazed it. Users fleeing Aave and other affected platforms deposited roughly $1.7B into SparkLend in the days following the exploit, doubling its TVL.
SparkLend wasn’t the only protocol to react quickly. Fluid halted operations entirely as a precaution, and multiple other platforms initiated their own market freezes.
Cleaning up the damage Aave’s community and DAO have moved to address the bad debt through a coordinated fundraising effort targeting $200M. So far, roughly $160M has been raised, with significant contributions from Mantle and the AAVE DAO itself.
Cross-chain bridges have been the single largest attack vector in DeFi for years. The Ronin bridge hack, the Wormhole exploit, and now the KelpDAO incident all follow a similar pattern: bridge vulnerability creates unbacked assets that propagate through the system before anyone can react.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Aktivní úvěry na Aave za měsíc vzrostly na více než 11,3 miliardy USD zhruba z 10 miliard USD. Data DefiLlama ukazují, že poptávka po DeFi půjčování dál sílí.
Aave Loan Book Crosses $11.3 BillionActive loans on @aave have climbed past $11.3 billion, up from roughly $10 billion a month ago, according to protocol data tracked by DefiLlama. The roughly $1.3 billion increase in a single month points to sustained demand for decentralized borrowing, even as broader crypto markets have pulled back from late-2025 highs.
DefiLlama data shows Aave currently holds approximately $11.4 billion in active loans, with total value locked on V3 sitting at around $14.2 billion, up roughly 8% over the past 30 days. The original copy puts that TVL figure at $14.67 billion across the full protocol, with a 7.4% 30-day gain, alongside $27.1 million in fees for the period.
Aave V3 operates across 22 chains, with Ethereum holding the largest share at 82.9% of TVL. That multichain footprint has been central to the protocol retaining its position as the dominant DeFi lending venue despite growing competition.
Morpho Closes the Gap, But Aave Leads by a Wide MarginMorpho remains Aave's closest competitor by deposits. DefiLlama places Morpho Blue at roughly $7.95 billion in TVL, compared to Aave's $14.67 billion, leaving a gap of more than $6 billion between the two protocols.
The gap between Aave and Morpho has been narrowing every quarter since 2024. Morpho's growth has been driven largely by its modular architecture. Aave V3 operates as a monolithic pool where every supplier shares one liquidity contract per chain and the protocol sets risk parameters governance-wide, while Morpho took the opposite path, building Morpho Blue as a minimal lending primitive where anyone can deploy an isolated market and curated vaults allocate deposits across those markets.
By the end of 2025, Aave accounted for 61.5% of active loan market share, 52.4% of total value locked in the lending sector, and 43.2% of lending-sector revenue. The latest data suggests that lead remains intact heading into the second half of 2026.
Sources:
DefiLlama: Aave Protocol Data
Aave 2025 Year in Review (Aave Blog)
RUM Group Inc. (RUM - Free Report) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.1. This compares to a loss of $0.14 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -50.00%. A quarter ago, it was expected that this company would post a loss of $0.09 per share when it actually produced a loss of $0.11, delivering a surprise of -22.22%.
Over the last four quarters, the company has not been able to surpass consensus EPS estimates.
RUM Group Inc., which belongs to the Zacks Internet - Content industry, posted revenues of $40.37 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 31.66%. This compares to year-ago revenues of $25.08 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.
RUM Group Inc. shares have added about 1% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for RUM Group Inc.?While RUM Group Inc. 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 RUM Group Inc. 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 -$0.02 on $88.71 million in revenues for the coming quarter and -$0.22 on $239.63 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 - Content is currently in the top 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, PodcastOne, Inc. (PODC - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.
This company is expected to post quarterly loss of $0.01 per share in its upcoming report, which represents a year-over-year change of +75%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
PodcastOne, Inc.'s revenues are expected to be $17.84 million, up 19% from the year-ago quarter.
Hodnota tokenizovaných RWA na Avalanche za poslední rok vzrostla z 242 milionů USD na 1,93 miliardy USD. Securitize nyní drží více než polovinu této hodnoty.
The Avalanche blockchain has seen rapid growth in real-world asset (RWA) tokenization, as the value of tokenized assets on its network soared from $242 million to $1.93 billion over the past year. This jump represents nearly an eightfold increase and positions Avalanche among the fastest-growing platforms for asset tokenization.
Securitize’s dominant role in asset tokenizationSecuritize, an asset management and digital securities platform, has emerged as the leading issuer in Avalanche’s RWA ecosystem. The company currently accounts for more than half of all RWA value on the network, highlighting its significant influence in the development and distribution of tokenized securities.
Through Securitize, institutional clients gain access to Treasury products, money market funds, and other off-balance-sheet assets, all settled and managed through compliant transfer agents on Avalanche. The integrated infrastructure allows institutions to issue, custody, and redeem securities without relying on fragmented off-chain services.
Avalanche’s unique technical architecture, featuring subnets and sub-second settlement speeds, is frequently cited by issuers as a key reason for their preference. These features enable efficient compliance checks and high-frequency settlement, further driving adoption among institutional users.
Mini dictionary: Securitize is a fintech company specializing in the issuance and management of digitized securities on public blockchains, providing regulatory-compliant solutions for tokenizing real-world assets like stocks, bonds, and funds.
Institutional adoption and new infrastructureDemand from institutional players for on-chain Treasuries, money market funds, and other alternative assets is driving the network’s growth. Analysts point out that tokenizing real-world assets provides continuous liquidity, instant settlement, and transparent on-chain reporting. These capabilities appeal to investors and institutions seeking greater efficiency and improved auditability in their financial operations.
According to project founders, tokenization offers additional advantages by allowing RWA tokens to be used as collateral in decentralized finance (DeFi) protocols on the same network, enhancing composability and flexibility for new financial products.
For exchanges and custodians, the expanding mix of tokenized assets increases available products, while regulators benefit from improved access to audit evidence. However, the current landscape is dominated by Securitize, raising ongoing questions about issuer diversity and potential counterparty risk in the sector.
Over the past year, RWA value on Avalanche has grown nearly eightfold, from $242 million to $1.93 billion, with Securitize now accounting for more than half the total.
Path forward: Regulations and interoperabilityRecent developments signal that global interest in regulated tokenization is on the rise. Industry leaders anticipate that 2026 will see significant market initiatives, including the rollout of regulated tokenization frameworks on Ethereum Layer 2 solutions, Solana, and private blockchain networks.
Planned upgrades such as subnet interoperability are expected to facilitate broader participation from fund managers. Meanwhile, regulatory authorities in the US and EU are moving toward issuing formal guidelines governing custody practices and secondary trading of digital securities.
If current adoption trends continue, Avalanche could become the preferred blockchain settlement layer not only for traditional tokens but also for tokenized loans and other complex real-world assets.
YearRWA value on Avalanche2023$242 million2024$1.93 billionDisclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
National Health Investors vykázal za čtvrtletí FFO ve výši 1,19 USD na akcii, pod odhadem 1,26 USD. Tržby 121,32 milionu USD ale překonaly konsensus o 2,81 %.
National Health Investors (NHI - Free Report) came out with quarterly funds from operations (FFO) of $1.19 per share, missing the Zacks Consensus Estimate of $1.26 per share. This compares to FFO of $1.22 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an FFO surprise of -5.56%. A quarter ago, it was expected that this health care real estate investment trust would post FFO of $1.21 per share when it actually produced FFO of $1.24, delivering a surprise of +2.48%.
Over the last four quarters, the company has surpassed consensus FFO estimates two times.
National Health Investors, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $121.32 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.81%. This compares to year-ago revenues of $90.66 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 FFO expectations will mostly depend on management's commentary on the earnings call.
National Health Investors shares have lost about 1.4% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for National Health Investors?While National Health Investors 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 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 National Health Investors was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $1.15 on $112.94 million in revenues for the coming quarter and $4.87 on $459.2 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, REIT and Equity Trust - Other is currently in the top 33% 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.
Creative Media & Community Trust (CMCT - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This real estate investment trust is expected to post quarterly loss of $0.51 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.
Creative Media & Community Trust's revenues are expected to be $28.1 million, down 5.4% from the year-ago quarter.
Solana’s mainnet has now operated without a single network-wide outage for 30 consecutive months, a streak that would have sounded like science fiction to anyone following the blockchain in 2022.
The last full cluster-level outage occurred on February 6, 2024, when an infinite recompile loop bug knocked the network offline for roughly five hours. Since then, roughly 913 days of uninterrupted block production.
From punchline to proof of concept Official status reports confirm 100% uptime for June, July, and August 2026, with the network processing high transaction volumes throughout without any consensus failures or halts.
The turnaround didn’t happen by accident. It came from a comprehensive protocol overhaul that touched nearly every layer of the stack. Three upgrades stand out as particularly consequential.
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First, the deployment of Firedancer, a second independent validator client built by Jump Crypto. Running multiple validator clients means a bug in one doesn’t necessarily bring down the whole network.
Second, a reworked fee market that replaced the old flat-fee model with a priority fee structure. This gave the network a more intelligent way to manage congestion instead of simply choking under load.
Third, enhancements to the QUIC protocol, the transport layer that handles how data moves between validators. These changes targeted the spam and bot traffic that had been a root cause of several earlier outages.
The asterisk worth noting Cluster-level uptime and individual validator health are two different things. The Solana Foundation itself acknowledges this distinction.
While the network as a whole has maintained perfect uptime, individual validators have reported issues. In one 30-day span, up to 32 delinquencies were logged from specific nodes. A delinquency means a validator temporarily fell out of consensus, which can happen for reasons ranging from hardware failures to software misconfigurations.
A 100% uptime figure for the cluster means the chain kept producing blocks and finalizing transactions without interruption. It doesn’t mean every single node had a flawless experience. For validators running their own infrastructure, monitoring and maintenance remain critical.
What 30 months of uptime actually changes Reliability is the table stakes requirement that unlocks everything else. Without it, institutional adoption stays theoretical and developer migration stays tentative. With it, Solana’s other selling points, its speed and low transaction costs, actually become usable at scale.
SOL, Solana’s native token, sits at the center of this narrative shift. Staking rewards, transaction fees, and network participation all flow through SOL, meaning improvements in network perception directly affect demand dynamics for the token. Validators must stake SOL to participate, and higher confidence in the network’s stability could draw more validators and more staked capital into the ecosystem.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Helios Technologies (HLIO - Free Report) came out with quarterly earnings of $0.88 per share, beating the Zacks Consensus Estimate of $0.8 per share. This compares to earnings of $0.59 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +10.00%. A quarter ago, it was expected that this maker of screw-in hydraulic cartridge valves and manifolds would post earnings of $0.68 per share when it actually produced earnings of $0.8, delivering a surprise of +17.65%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Helios Technologies, which belongs to the Zacks Manufacturing - General Industrial industry, posted revenues of $231.9 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.67%. This compares to year-ago revenues of $212.5 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.
Helios Technologies shares have added about 55.9% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for Helios Technologies?While Helios Technologies 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 Helios Technologies 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 $0.68 on $206.51 million in revenues for the coming quarter and $2.90 on $865.88 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, Manufacturing - General Industrial is currently in the top 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Trimble Navigation (TRMB - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.
This GPS manufacturer is expected to post quarterly earnings of $0.80 per share in its upcoming report, which represents a year-over-year change of +12.7%. The consensus EPS estimate for the quarter has been revised 0.8% higher over the last 30 days to the current level.
Trimble Navigation's revenues are expected to be $950.94 million, up 8.6% from the year-ago quarter.
ACV Auctions Inc. (ACVA - Free Report) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +20.00%. A quarter ago, it was expected that this company would post earnings of $0.03 per share when it actually produced earnings of $0.05, delivering a surprise of +66.67%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
ACV Auctions, which belongs to the Zacks Auction and Valuation Services industry, posted revenues of $213.94 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.12%. This compares to year-ago revenues of $193.7 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.
ACV Auctions shares have lost about 7% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for ACV Auctions?While ACV Auctions 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 ACV Auctions was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.07 on $223.2 million in revenues for the coming quarter and $0.18 on $848.38 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, Auction and Valuation Services is currently in the bottom 16% 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.
Copart, Inc. (CPRT - Free Report) , another stock in the same industry, has yet to report results for the quarter ended July 2026.
This company is expected to post quarterly earnings of $0.39 per share in its upcoming report, which represents a year-over-year change of -4.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Copart, Inc.'s revenues are expected to be $1.14 billion, up 1.2% from the year-ago quarter.
Alcon za čtvrtletí končící v červnu 2026 zvýšil tržby o 8 % na 2,78 miliardy USD a zisk na akcii vzrostl na 0,84 USD z 0,76 USD před rokem. Tržby i zisk na akcii zároveň překonaly odhady.
Alcon (ALC - Free Report) reported $2.78 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 8%. EPS of $0.84 for the same period compares to $0.76 a year ago.
The reported revenue represents a surprise of +0.58% over the Zacks Consensus Estimate of $2.77 billion. With the consensus EPS estimate being $0.77, the EPS surprise was +9.09%.
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 Alcon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Sales and other revenues- Net Sales: $2.78 billion versus $2.76 billion estimated by three analysts on average.Net Sales- Total Surgical: $1.57 billion versus the three-analyst average estimate of $1.55 billion. The reported number represents a year-over-year change of +7.9%.Net Sales- Total Vision care: $1.21 billion versus $1.21 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8% change.Net Sales- Total Surgical- Consumables: $825 million versus $822.67 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.2% change.Net Sales and other revenues- Other revenues: $41 million versus $18.82 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +115.8% change.Net Sales- Total Vision Care- Contact lenses: $726 million versus $726.96 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.Net Sales- Total Vision Care- Ocular health: $486 million versus the three-analyst average estimate of $479.63 million. The reported number represents a year-over-year change of +13%.Net Sales- Total Surgical- Implantables: $466 million versus $463.72 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.2% change.Net Sales- Total Surgical- Equipment/other: $279 million versus $266.86 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +25.7% change.View all Key Company Metrics for Alcon here>>>
Shares of Alcon have returned +5.9% over the past month versus the Zacks S&P 500 composite's +3.4% 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.
Ulta Beauty (ULTA - Free Report) closed the most recent trading day at $548.66, moving -2.92% from the previous trading session. The stock fell short of the S&P 500, which registered a loss of 0.06% for the day. At the same time, the Dow lost 0.11%, and the tech-heavy Nasdaq lost 0.32%.
The beauty products retailer's stock has climbed by 20.45% in the past month, exceeding the Retail-Wholesale sector's gain of 7.55% and the S&P 500's gain of 3.42%.
Investors will be eagerly watching for the performance of Ulta Beauty in its upcoming earnings disclosure. The company is predicted to post an EPS of $6.16, indicating a 6.57% growth compared to the equivalent quarter last year. Meanwhile, our latest consensus estimate is calling for revenue of $2.97 billion, up 6.45% from the prior-year quarter.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $28.78 per share and revenue of $13.21 billion, indicating changes of +12.25% and +10.28%, respectively, compared to the previous year.
Investors should also take note of any recent adjustments to analyst estimates for Ulta Beauty. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.06% higher. Ulta Beauty is holding a Zacks Rank of #3 (Hold) right now.
Looking at valuation, Ulta Beauty is presently trading at a Forward P/E ratio of 19.64. This represents a premium compared to its industry average Forward P/E of 16.29.
Investors should also note that ULTA has a PEG ratio of 1.76 right now. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Retail - Miscellaneous industry had an average PEG ratio of 1.82 as trading concluded yesterday.
The Retail - Miscellaneous industry is part of the Retail-Wholesale sector. Currently, this industry holds a Zacks Industry Rank of 157, positioning it in the bottom 37% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow ULTA in the coming trading sessions, be sure to utilize Zacks.com.
ProKidney Corp. (PROK - Free Report) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to a loss of $0.13 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -15.39%. A quarter ago, it was expected that this company would post a loss of $0.13 per share when it actually produced a loss of $0.14, delivering a surprise of -7.69%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
PROKIDNEY CP, which belongs to the Zacks Medical - Drugs industry, posted revenues of $0.15 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 31.82%. This compares to year-ago revenues of $0.22 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.
PROKIDNEY CP shares have lost about 26.8% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for PROKIDNEY CP?While PROKIDNEY CP 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 PROKIDNEY CP 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 -$0.13 on $0.23 million in revenues for the coming quarter and -$0.49 on $0.45 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 - Drugs is currently in the top 41% 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.
MediWound (MDWD - 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 13.
This developer of treatments for burns and hard-to-heal wounds is expected to post quarterly loss of $0.76 per share in its upcoming report, which represents a year-over-year change of +38.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
MediWound's revenues are expected to be $2.59 million, down 54.7% from the year-ago quarter.
Insider Mettler-Toledo Gerry Keller prodal 240 akcií po uplatnění derivátů. Firma zároveň uvedla, že ve čtvrtletí zvýšila organické tržby o 4 % a upravený zisk na akcii o 14 % na 11,46 USD.
Head of Process Analytics Gerry Keller reported a sale of 240 shares of Mettler-Toledo International Inc. (MTD -0.14%) on August 3, following a derivative exercise, according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$342,514Shares sold (direct)240Post-transaction shares (directly held)259Post-transaction value$374,255.00Transaction value based on SEC Form 4 weighted average sale price ($1,427.14); post-transaction value based on the August 3 market close ($1,445.00).
Key questionsWhat were the structural mechanics of this transaction?
The transaction was a same-day exercise and sale, where Keller converted 240 derivative instruments into common stock at a strike price of $720.81 before liquidating them on the open market. The underlying options were part of a grant that vested annually in five equal installments.What is the executive's remaining equity exposure?
At the conclusion of this transaction, Keller maintains direct ownership of 259 shares with a market value of $374,255.00 based on the August 3 closing price, supplemented by 235 derivative securities. This represents an aggregate insider ownership stake of just 0.0013% in the company.How has the stock performed leading into this disposition?
Mettler-Toledo International shares achieved a one-year total return of about 20% as of the August 3 transaction date. As of the August 4 market close, shares were priced at $1,437.00.What is the current financial scale of the company?
The Columbus-based enterprise reported trailing 12-month revenue of $4.1 billion and net income of $905.6 million. With a market capitalization of $29.0 billion, the company operates across five geographical divisions serving global scientific and industrial precision instrument markets.Company OverviewMetricValueShare Price (as of market close 2026-08-04)$1,437.00Market Capitalization$29.0 billionRevenue (TTM)$4.1 billionNet Income (TTM)$905.6 millionCompany SnapshotMettler-Toledo International Inc. manufactures and distributes precision instruments and related services for laboratory, analytical, and industrial applications, generating revenue across its diversified product portfolio that serves scientific research, quality assurance, and process control functions globally.The company operates a geographically diversified business model with five regional divisions spanning the United States, Switzerland, Western Europe, China, and other international markets, enabling localized service delivery and market penetration across developed and emerging economies.The company serves a broad customer base, including pharmaceutical manufacturers, chemical producers, academic research institutions, food and beverage processors, and industrial enterprises that require precision measurement and analytical solutions for quality control and research applications.Mettler-Toledo International Inc. is a global leader in precision instrumentation with a market capitalization of $29.0 billion and TTM revenues of $4.1 billion, demonstrating substantial scale in the medical diagnostics and research sector. The company's strategic geographic diversification and comprehensive product portfolio position it to capture growth opportunities across multiple end markets while maintaining operational efficiency through regional manufacturing and distribution networks. With TTM net income of $905.6 million, the company demonstrates strong profitability and operational leverage in its core precision measurement and analytical instrumentation business.
What this transaction means for investorsWhat stands out here is how little stock Keller holds to begin with, roughly 500 shares once this sale settles, so this appears to be an executive who exercises options and largely sells as they vest rather than building a large position, which would make the filing routine by habit rather than a fresh decision. The shares came from options struck at $720.81 and sold near $1,445, a healthy gain on equity granted years ago, cashed in days after the company reported a strong quarter.
Mettler-Toledo grew organic sales by about 4% last quarter, ahead of guidance, and lifted adjusted earnings 14% to $11.46 a share, with China up 9% on double-digit industrial demand tied to onshoring and areas like battery production. CEO Patrick Kaltenbach called the China result "a very strong result versus the guidance we initially had." The pull toward reshored manufacturing and newer industrial segments is an important thread to watch, since those are the trends feeding the process and industrial demand that carried the quarter, and that’s ultimately what long-term investors should be more focused on with this stock.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
A sign for the Royal Bank of Canada in Toronto, Ontario, Canada December 13, 2021. REUTERS/Carlos Osorio Purchase Licensing Rights, opens new tab
CompaniesAug 10 (Reuters) - The Royal Bank of Canada (RY.TO), opens new tab and BMO Financial Group on Monday agreed to sell jointly owned Moneris Solutions to technology investment firm Francisco Partners in a deal valued at C$2 billion ($1.44 billion).
Here are some details:
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Moneris, founded 25 years ago, is one of Canada's largest commerce solutions providers, helping businesses accept and manage payments.
BMO and RBC will each receive a 50% share from the sale.
RBC said it expects to record an after-tax gain of about C$475 million from the sale, which is expected in the first quarter of fiscal 2027.
Many banks have shed their payments businesses as the accelerated pace of digitization in the North American payments industry in recent years pushed them to regularly spend capital to remain competitive.
"The deep relationships we have built with BMO and RBC extend well beyond ownership. Their decision to establish long-term referral agreements and maintain ongoing commercial relationships with Moneris reflects the confidence both organizations have," said Moneris CEO James Hicks.
Moneris said that with access to Francisco Partners' global platform it will accelerate modernization and growth across small, medium and enterprise businesses in the Canadian marketplace.
U.S.-listed shares of RBC were little changed in extended trading. The bank's Toronto-listed stock has risen nearly 26% so far this year, giving it a market cap of roughly C$408 billion.
Meanwhile, BMO's (BMO.TO), opens new tab stock has surged 42% with the bank's market value now at nearly C$177.6 billion, according to LSEG data.
($1 = 1.3937 Canadian dollars)
Reporting by Manya Saini in Bengaluru; Editing by Shilpi Majumdar and Diti Pujara
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Getty Images Holdings vykázala ve 2. čtvrtletí ztrátu 0,21 USD na akcii a tržby 229,1 milionu USD, což bylo pod odhady. Ztráta byla vyšší než před rokem, kdy činila 0,08 USD na akcii.
Getty Images Holdings, Inc. (GETY - Free Report) came out with a quarterly loss of $0.21 per share versus the Zacks Consensus Estimate of $0.01. This compares to a loss of $0.08 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -2,200.00%. A quarter ago, it was expected that this company would post earnings of $0.01 per share when it actually produced a loss of $0.01, delivering a surprise of -200%.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Getty Images Holdings, Inc., which belongs to the Zacks Internet - Software industry, posted revenues of $229.1 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 6.49%. This compares to year-ago revenues of $234.88 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.
Getty Images Holdings, Inc. shares have lost about 67.4% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for Getty Images Holdings, Inc.?While Getty Images Holdings, Inc. 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 Getty Images Holdings, Inc. 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 breakeven on $241.4 million in revenues for the coming quarter and -$0.01 on $967.98 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 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Affirm Holdings (AFRM - 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 27.
This operator of digital commerce platform is expected to post quarterly earnings of $0.33 per share in its upcoming report, which represents a year-over-year change of +65%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Affirm Holdings' revenues are expected to be $1.11 billion, up 26.4% from the year-ago quarter.
Rapid7 vykázal zisk 0,44 USD na akcii, nad odhadem 0,35 USD, a tržby 210,88 mil. USD za čtvrtletí končící v červnu 2026 také překonaly očekávání. Akcie od začátku roku ztratily asi 23,9 %.
Rapid7 (RPD - Free Report) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.58 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +25.71%. A quarter ago, it was expected that this cybersecurity company would post earnings of $0.3 per share when it actually produced earnings of $0.36, delivering a surprise of +20%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Rapid7, which belongs to the Zacks Internet - Software industry, posted revenues of $210.88 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.34%. This compares to year-ago revenues of $214.19 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.
Rapid7 shares have lost about 23.9% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for Rapid7?While Rapid7 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 Rapid7 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 $0.43 on $210.24 million in revenues for the coming quarter and $1.56 on $838.94 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 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
eGain (EGAN - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This maker of customer engagement software is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents a year-over-year change of -55.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
eGain's revenues are expected to be $21.65 million, down 6.8% from the year-ago quarter.
Aecom Technology (ACM - Free Report) came out with a quarterly loss of $0.5 per share versus the Zacks Consensus Estimate of $1.49. This compares to earnings of $1.34 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -133.56%. A quarter ago, it was expected that this provider of technical and management-support services would post earnings of $1.58 per share when it actually produced earnings of $1.59, delivering a surprise of +0.63%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Aecom, which belongs to the Zacks Engineering - R and D Services industry, posted revenues of $1.61 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 23.12%. This compares to year-ago revenues of $1.94 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.
Aecom shares have lost about 20.5% since the beginning of the year versus the S&P 500's gain of 13.3%.
What's Next for Aecom?While Aecom 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 Aecom 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 $1.63 on $2.11 billion in revenues for the coming quarter and $5.97 on $7.95 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Engineering - R and D Services is currently in the top 40% 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.
TSS Inc. (TSSI - 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 13.
This company is expected to post quarterly earnings of $0.08 per share in its upcoming report, which represents a year-over-year change of +33.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
TSS Inc.'s revenues are expected to be $51.9 million, up 18% from the year-ago quarter.
