Realty Income Corp. (O - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this real estate investment trust have returned -1.4% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks REIT and Equity Trust - Retail industry, to which Realty Income Corp. belongs, has lost 2.8% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Realty Income Corp. is expected to post earnings of $1.10 per share, indicating a change of +1.9% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.3% over the last 30 days.
The consensus earnings estimate of $4.45 for the current fiscal year indicates a year-over-year change of +4%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $4.6 indicates a change of +3.4% from what Realty Income Corp. is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Realty Income Corp..
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Realty Income Corp., the consensus sales estimate for the current quarter of $1.58 billion indicates a year-over-year change of +7.2%. For the current and next fiscal years, $6.29 billion and $6.81 billion estimates indicate +9.3% and +8.3% changes, respectively.
Last Reported Results and Surprise HistoryRealty Income Corp. reported revenues of $1.55 billion in the last reported quarter, representing a year-over-year change of +9.7%. EPS of $0.37 for the same period compares with $1.05 a year ago.
Compared to the Zacks Consensus Estimate of $1.54 billion, the reported revenues represent a surprise of +0.69%. The EPS surprise was 0%.
Over the last four quarters, Realty Income Corp. surpassed consensus EPS estimates two times. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Realty Income Corp. is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Realty Income Corp.. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
GameStop’s $2 Billion Buyback Sends a Confusing Signal to InvestorseBay NASDAQ: EBAY outlined its strategy for expanding growth in collectibles, consumer-to-consumer selling, recommerce, live commerce and vehicles during a conference fireside chat featuring Chief Executive Officer Jamie Iannone and Chief Financial Officer Peggy Alford.
Iannone said the company has sharpened its focus around categories and marketplace activities where it sees the strongest momentum. He said approximately 70% of eBay’s business is tied to focus categories, consumer-to-consumer, or C2C, activity, and recommerce. Collectively, those areas grew 20% in the second quarter, according to Iannone.
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Recession Indicator: eBay's Stock Is Up More Than 50% Over the Past YearThe CEO also pointed to investments in artificial intelligence, trust tools and shipping capabilities as foundational components of the company’s strategy. He said newer businesses including eBay Live and vehicles are adding growth opportunities, with the vehicles business reaching “hundreds of millions of dollars of run rate.”
Consumer trends and marketplace differentiation Alford said the company continues to see greater consumer resilience in the United States than in international markets. However, she said eBay’s platform can appeal both to enthusiasts making discretionary purchases and to value-oriented shoppers seeking deals through recommerce.
GameStop's eBay Gamble: Bold Move or Balance Sheet Disaster?“We tend to thrive in environments when the economy's doing really well, as well as in times when it's tougher,” Alford said, citing the diversity of the company’s marketplace.
Iannone said eBay’s competitive position is supported by its scale, including 2.6 billion listings, 136 million buyers and 30 years of marketplace data. He said 90% of the company’s listings are “non-new in-season” goods, creating inventory that may not be readily available elsewhere online.
He also highlighted the company’s authentication, vehicle fitment and transaction-support services. These include Authenticity Guarantee in categories such as watches, sneakers and handbags, eBay Guaranteed Fit for motors parts and accessories, and vehicle-related services such as financing, delivery and title transfer.
Collectibles, live commerce and C2C growth Alford said growth in eBay’s focus categories has been broad-based, with particular strength in collectibles. Trading cards have performed especially well, she said, alongside toys and coins. eBay has developed trust and friction-reduction tools for trading cards, acquired TCGplayer and partnered with PSA, according to Alford.
eBay Live, the company’s live-selling format, grew eightfold year over year in the second quarter, Iannone said. He described the format as combining content, commerce, community and entertainment.
According to Iannone, 90% of sellers that begin using eBay Live remain active on the format, and those sellers have growth rates three times higher than comparable sellers not using it. Buyers in collectibles who begin watching eBay Live purchase 70% more than comparable buyers, he said, with a significant share of that activity occurring in eBay’s core marketplace.
The company has also emphasized converting buyers into sellers. Iannone said buyers who become sellers are two to 2.5 times more valuable as buyers on the platform. These C2C sellers can also bring unique goods to the marketplace that may not be offered by traditional businesses.
Iannone said eBay’s AI-powered Magical Listing feature has simplified the selling process. In the U.S., the company has seen 50% more listings per lister using the technology, he said. The company has also expanded shipping tools, including eBay International Shipping, to help sellers access demand outside their home markets.
AI, younger shoppers and advertising Iannone characterized AI as a structural tailwind for the company. Beyond listing tools, he cited natural-language search, card-scanning technology and marketing applications. The company’s card-scanning tool has generated more than 80 million scans, with roughly 500,000 scans per day, he said.
He also said eBay is seeing new buyers through agentic commerce experiences, and that about half of those buyers later return directly to eBay for another purchase. Trust and enablement features become increasingly important in an AI-driven commerce environment, he added.
The company also discussed its acquisition of Depop, which Iannone said strengthens eBay’s reach with Gen Z and millennial consumers. He called those groups eBay’s fastest-growing demographic and said Depop’s mobile, social-focused marketplace is aligned with younger shoppers’ interest in pre-owned goods and sustainability.
On advertising, Alford said eBay had reached 2.8% penetration toward a near-term target of 3%. She said the company does not view that target as a ceiling and sees further opportunity through greater seller adoption of Promoted Listings, new offsite advertising offerings and Promoted Stores.
Capital allocation and priorities Alford said eBay plans to maintain a balanced capital-allocation approach, investing in growth areas while returning capital to shareholders. The company’s framework calls for returning 90% to 100% of organic free cash flow through dividends and share repurchases, she said.
Looking ahead, Iannone said the company is focused on sustaining growth in focus categories, scaling newer businesses such as vehicles and eBay Live, expanding AI applications, and continuing to invest in trust, authentication and shipping capabilities.
About eBay (NASDAQ:EBAY)eBay Inc NASDAQ: EBAY operates a global commerce platform that connects millions of buyers and sellers. Its marketplace enables individuals, businesses and brands to buy and sell new, used and collectible merchandise across categories including electronics, fashion, automotive parts and accessories, home goods, collectibles and business equipment.
The company provides tools and services that support online commerce, including product listings, search and discovery features, payments, seller advertising, shipping solutions and authentication services for selected categories.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Eskalace konfliktu mezi USA a Íránem vyhnala ceny ropy na další vyšší úrovně, což dostalo globální akciové trhy pod tlak. Negativní sentiment se projevil také na pražské burze, která měřeno indexem PX oslabila o 0,66 % na 2 786 bodů. Ztrácely rakouské finanční emise. Erste Bank odepsala 0,91 % na 2 945 Kč a pojišťovna VIG oslabila o 2,57 % na 1 708 Kč. Komerční banka potom klesla o 0,92 % na 1 075 Kč. V záporném teritoriu uzavřely také zbrojařské tituly. CSG pokleslo o 0,63 % na 397 Kč a emise Colt CZ ztratila 0,65 % na 920 Kč. ČEZ uzavřel slabší o mírných 0,14 % na 1 395 Kč. Naopak Moneta Money Bank si polepšila o 1,27 %.
Index Dow Jones -0,75 % na 52387,9 b. S&P 500 -0,35 % na 7646,52 b. Nasdaq Composite -0,43 % na 26308,67 b.
Přední americké indexy se obchodují v červených číslech.
Z indexu S&P 500 zaznamenávají největší pokles akcie amerického řetězce obchodů se smíšeným zbožím Casey's General Stores (-17 %), který zveřejnil výsledky hospodaření za první kvartál fiskálního roku 2027, jeho porovnatelné tržby zaostaly za očekáváním.
Mateřská společnost Facebooku Meta Platforms (+5,3 %) uvedla nového agenta s umělou inteligencí nazvaného Muse, který má za uživatele samostatně vykonávat úkoly.
BMO Capital Markets zahájila pokrývání společnosti Lululemon Athletica (-4,2 %) s doporučením „Underperform" a cílovou cenou 70 USD. Analytici z Citi přistoupili ke snížení cílové ceny u této společnosti ze 130 USD na 117 USD a ponechali doporučení „Neutral“.
Index S&P 500 -0,35 % na 7646,52 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +0,9 % Zbytná spotřeba -1,1 % Informační technologie -0,1 % Průmysl -0,9 % Zdravotní péče -0,2 % Nezbytná spotřeba -0,8 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Marvell Technology (MRVL) +5,4 % Casey's General Stores (CASY) -17 % Meta Platforms (META) +5,3 % Tractor Supply (TSCO) -5,5 % Datadog (DDOG) +4,6 % Booking Holdings (BKNG) -4,3 % Dell Technologies (DELL) +4,4 % Vertiv Holdings (VRT) -4,3 % Akamai Technologies (AKAM) +4,3 % Lululemon Athletica (LULU) -4,2 % Zdroj: Bloomberg
Duke Energy (DUK - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this electric utility have returned -1.6% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Utility - Electric Power industry, to which Duke Energy belongs, has lost 2.8% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Duke Energy is expected to post earnings of $1.89 per share for the current quarter, representing a year-over-year change of +4.4%. Over the last 30 days, the Zacks Consensus Estimate has changed -1.4%.
The consensus earnings estimate of $6.72 for the current fiscal year indicates a year-over-year change of +6.5%. This estimate has changed +0.1% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $7.15 indicates a change of +6.4% from what Duke Energy is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Duke Energy is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Duke Energy, the consensus sales estimate of $8.87 billion for the current quarter points to a year-over-year change of +3.9%. The $33.78 billion and $35.62 billion estimates for the current and next fiscal years indicate changes of +4.8% and +5.4%, respectively.
Last Reported Results and Surprise HistoryDuke Energy reported revenues of $7.59 billion in the last reported quarter, representing a year-over-year change of +1.1%. EPS of $1.43 for the same period compares with $1.25 a year ago.
Compared to the Zacks Consensus Estimate of $7.71 billion, the reported revenues represent a surprise of -1.59%. The EPS surprise was +10.85%.
Over the last four quarters, Duke Energy surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Duke Energy is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Duke Energy. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Palantir (NASDAQ: PLTR) has rewarded investors with significant gains over the last two months as demand for its artificial intelligence platforms continues to accelerate.
In this case, an investor who put $1,000 into PLTR on July 9, when the stock was trading at $132, would now hold approximately $1,287.88 worth of shares at the current price of $170.
The investment would have generated a profit of $287.88, representing a return of about 28.8%.
PLTR stock price chart. Source: Finbold Palantir’s rally has been supported by robust financial performance and growing adoption of its artificial intelligence offerings across both commercial and government customers.
The company reported second-quarter 2026 revenue of $1.94 billion, up 93% year-over-year. U.S. commercial revenue climbed 149% to $764 million, while U.S. government revenue increased 90% to $809 million.
Profitability also remained strong, with the technology firm generating adjusted operating income of roughly $1.19 billion and adjusted free cash flow of $1.22 billion during the quarter.
Following the results, management raised its full-year 2026 outlook and now expects revenue between $8.15 billion and $8.16 billion, representing annual growth of about 82%.
Partnerships support Palantir stock The company has continued expanding its AI ecosystem through new partnerships and government contracts.
Most recently, Palantir announced a partnership with Nebius focused on sovereign AI infrastructure. The agreement allows customers to deploy and fine-tune AI models within secure and controlled environments.
The company also expanded its alliance with PwC to help organizations scale enterprise AI deployments and modernize business systems. In addition, Palantir continues to secure defense-related contracts, including work tied to the U.S. Army’s TITAN battlefield intelligence program.
These developments have strengthened investor confidence that Palantir can maintain its rapid growth trajectory as AI spending increases across industries.
Despite the strong rally, valuation remains one of the biggest concerns. Palantir trades at elevated earnings multiples, reflecting investor expectations for continued high growth and expanding AI adoption.
Featured image via Shutterstock
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Palantir (NASDAQ: PLTR) has rewarded investors with significant gains over the last two months as demand for its artificial intelligence platforms continues to accelerate.
In this case, an investor who put $1,000 into PLTR on July 9, when the stock was trading at $132, would now hold approximately $1,287.88 worth of shares at the current price of $170.
The investment would have generated a profit of $287.88, representing a return of about 28.8%.
PLTR stock price chart. Source: Finbold Palantir’s rally has been supported by robust financial performance and growing adoption of its artificial intelligence offerings across both commercial and government customers.
The company reported second-quarter 2026 revenue of $1.94 billion, up 93% year-over-year. U.S. commercial revenue climbed 149% to $764 million, while U.S. government revenue increased 90% to $809 million.
Profitability also remained strong, with the technology firm generating adjusted operating income of roughly $1.19 billion and adjusted free cash flow of $1.22 billion during the quarter.
Following the results, management raised its full-year 2026 outlook and now expects revenue between $8.15 billion and $8.16 billion, representing annual growth of about 82%.
Partnerships support Palantir stock The company has continued expanding its AI ecosystem through new partnerships and government contracts.
Most recently, Palantir announced a partnership with Nebius focused on sovereign AI infrastructure. The agreement allows customers to deploy and fine-tune AI models within secure and controlled environments.
The company also expanded its alliance with PwC to help organizations scale enterprise AI deployments and modernize business systems. In addition, Palantir continues to secure defense-related contracts, including work tied to the U.S. Army’s TITAN battlefield intelligence program.
These developments have strengthened investor confidence that Palantir can maintain its rapid growth trajectory as AI spending increases across industries.
Despite the strong rally, valuation remains one of the biggest concerns. Palantir trades at elevated earnings multiples, reflecting investor expectations for continued high growth and expanding AI adoption.
Featured image via Shutterstock
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$106.37▼
$207.52145.11
$192.19
When a star investor sells one of the market's most talked-about stocks, it always grabs headlines. That's exactly what happened in early September, when Cathie Wood's ARK funds, known as one of the most bullish voices on high-growth tech stocks, trimmed their stake in Palantir Technologies Inc. NASDAQ: PLTR, one of the hottest names in AI. For nervous shareholders, the obvious question was whether they should follow her out the door.
The short answer is probably not based on that sale alone. Look closely at what ARK actually did, and the sale looks far less dramatic than the headline suggests. This wasn't a wholesale exit but a modest trim inside a broader portfolio rotation—more routine portfolio housekeeping than a vote of no confidence.
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With Palantir shares trading around $170 and holding the strong gains that followed last month’s earnings, the real question isn't what one fund did last week, but how much further Palantir's rally could continue.
ARK’s Palantir Sale Looks More Like Rebalancing Than a WarningFirst, it helps to understand the context of Wood's move. In the same week, her ARK Invest was also rotating capital across several other high-growth holdings, adding to some positions while trimming others. Palantir was simply one of several tech holdings it reduced, hardly the stuff of a dramatic change of heart.
To put it in perspective, ARK sold around $25 million of Palantir stock, a notable sale, but not a full exit. And trimming a position that has rallied sharply in just a few weeks is one of the most ordinary things a portfolio manager can do. After a stock has climbed as far and as fast as Palantir, taking some money off the table is basic risk management, not a signal the story has soured.
In short, reading too much into a single week's rebalancing would be a mistake. The far more important question is what lies ahead for the business itself, and here the picture is quite encouraging.
Palantir’s Business Keeps Giving Bulls AmmunitionBeneath the noise, Palantir continues to deliver the kind of growth that explains why the stock has been such a favorite in recent years. August’s earnings report was the latest in a long string of analyst beats, showing U.S. commercial revenue jumping 149% year over year—exactly the sort of momentum the bulls want to see. Management also raised forward guidance, which speaks volumes about how confident they are that this pace of expansion can continue.
At the same time, Palantir’s traditional stronghold in government work continues to pay dividends through major contracts. The U.S. Army recently moved the Tactical Intelligence Targeting Access Node program into production, awarding Palantir a $127 million delivery order tied to the AI-enabled system. That reinforces a defense business that remains a formidable and durable moat.
The company has also been forging high-profile partnerships, including with consulting powerhouse PwC and AI infrastructure leader Nebius Group NV NASDAQ: NBIS. Together, these alliances underline the scale of Palantir's ambitions, as it positions itself as the essential operating layer for AI across business and government alike.
The Bear Case Still Starts With ValuationThat said, doubters have a point, and their argument centers on one word: valuation. This word has haunted Palantir for years, and it's no surprise it trades at a price-to-earnings ratio of around 145. That’s a level that leaves very little room for error, and even a modest disappointment in future earnings reports could send the shares tumbling.
Skeptics also question whether Palantir's hands-on, heavily customized approach can scale smoothly as it moves beyond its largest, most sophisticated clients to a broader base of smaller customers. The famed short-seller Michael Burry, for one, has been openly critical of the company, likening it to a high-priced consultant riding a wave of AI enthusiasm.
These are legitimate concerns, and anyone buying at these levels must accept that the stock is priced for continued excellence. A lofty valuation is a double-edged sword because it reflects enormous optimism, but it also raises the bar the company must clear to keep its shareholders happy.
Cathie Wood’s Sale Is Not the Whole Palantir Story69th Percentile
Moderate Buy
12.9% Upside
Healthy
N/A
0.58 Selling Shares
44.09%
See Full Analysis
Back to the original question: should investors follow Cathie Wood in trimming Palantir, or avoid it altogether? On the above evidence, the answer is no, at least not on the strength of her recent selling alone. A small, routine trim that’s one of many says very little, especially when compared to MarketBeat’s Moderate Buy consensus rating.
That is not to dismiss the risks entirely. The valuation is demanding, and investors should size their positions with the volatility in mind. But with commercial growth accelerating, government contracts rolling in, and a wave of bullish analyst coverage behind it, Palantir heads into the final months of the year with the wind at its back. One fund's routine rebalancing does little to change that.
Should You Invest $1,000 in Palantir Technologies Right Now?Before you consider Palantir Technologies, you'll want to hear this.
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Key Takeaways Nebius shares jumped 7.73% after Palantir selected it as a preferred sovereign AI partner.Nebius will provide AI compute and inference infrastructure to Palantir's commercial customers.Nebius reported 454% revenue growth and maintained its 2026 outlook of $3-$3.4 billion. Nebius Group N.V.’s (NBIS - Free Report) shares jumped 7.73% in trading yesterday and closed the session at $243.88 after Palantir Technologies (PLTR - Free Report) partnered with Nebius for AI-native cloud infrastructure. The initiative combines Palantir’s enterprise AI software with Nebius’ AI-native cloud and computing infrastructure. It potentially gives Nebius access to a broader pool of enterprises seeking secure, controllable AI infrastructure while reinforcing its position as a major neocloud player.
Under the agreement, Nebius will provide AI compute and inference infrastructure to Palantir’s commercial customers. Palantir has designated Nebius as its preferred sovereign AI infrastructure partner. Following the integration, NBIS compute and inference endpoints are expected to operate inside PLTR’s enterprise perimeter. Sovereign AI is becoming a priority for governments and businesses seeking greater control over sensitive data, models and computing. Palantir provides the software and control layer, while Nebius supplies the AI infrastructure.
The joined forces aim to offer an end-to-end platform that lets customers run open AI models, train them on proprietary data and retain control of their models and workloads. The companies also plan to accelerate capacity deployment through modular data centers at sites with available power. Nebius competes with much larger cloud providers and neoclouds like CoreWeave (CRWV - Free Report) and Microsoft (MSFT - Free Report) , making Palantir’s selection as its preferred sovereign AI infrastructure partner a strong endorsement. Furthermore, Palantir could become a key distribution channel, giving its customers access to Nebius infrastructure and helping Nebius reduce customer-acquisition friction and expand into enterprise AI.
Nebius reported $582 million of second-quarter revenue, up 454% year over year, and maintained its 2026 revenue outlook of $3-$3.4 billion. The company also expects connected power capacity to reach roughly 800 MW to 1 GW by the end of 2026. This growth is being fueled by the rapid expansion of AI computing demand.
NBIS’ AI Infrastructure Opportunity Faces Tough CompetitionIn August, CRWV announced that Rescale is expanding its cloud ecosystem to include CoreWeave Cloud. The collaboration gives Rescale customers in aerospace, automotive, energy, life sciences and manufacturing easier access to CRWV’s AI-optimized infrastructure for demanding engineering simulations, HPC and machine learning workloads, potentially accelerating AI adoption across computationally intensive industries. It also won a multi-year agreement with Hudson River Trading to build its next-generation AI-driven research and model-development platform. The deployment will use NVIDIA's Vera Rubin NVL72 platform and Spectrum-X Ethernet networking. CRWV is strengthening its AI infrastructure strategy through a multi-year agreement with Solidigm that provides priority access to enterprise SSD capacity.
Microsoft is capitalizing on AI business momentum and Copilot adoption while accelerating Azure cloud infrastructure expansion. Its AI investments are converting into measurable commercial traction across its stack. Multi-model flexibility, paired with continued access to OpenAI's frontier models under an IP arrangement extending to 2032, allows customers to optimize cost and performance while keeping Microsoft central to their AI infrastructure decisions. With demand still outpacing available capacity, this positioning across AI infrastructure, tooling and applications should continue widening Microsoft's addressable opportunity heading into fiscal 2027. However, Microsoft’s AI and cloud buildout is consuming a larger share of company resources.
NBIS Price Performance, Valuation and EstimatesShares of Nebius have gained 191.4% year to date compared with the Internet – Software and Services industry’s growth of 17.9%.
Image Source: Zacks Investment Research
In terms of price/book, NBIS’ shares are trading at 5.97X, higher than the Internet Software Services industry’s 3.84X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for NBIS’ earnings for 2026 has been revised upward over the past 60 days.
Image Source: Zacks Investment Research
NBIS currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Pinterest (PINS - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this digital pinboard and shopping tool company have returned -15.2%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Internet - Software industry, which Pinterest falls in, has gained 3%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Pinterest is expected to post earnings of $0.49 per share, indicating a change of +29% from the year-ago quarter. The Zacks Consensus Estimate has changed -3.4% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $2.06 points to a change of +28.8% from the prior year. Over the last 30 days, this estimate has changed -6.3%.
For the next fiscal year, the consensus earnings estimate of $2.35 indicates a change of +14.2% from what Pinterest is expected to report a year ago. Over the past month, the estimate has changed +0.7%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Pinterest.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Pinterest, the consensus sales estimate for the current quarter of $1.2 billion indicates a year-over-year change of +14.4%. For the current and next fiscal years, $4.89 billion and $5.54 billion estimates indicate +15.9% and +13.2% changes, respectively.
Last Reported Results and Surprise HistoryPinterest reported revenues of $1.18 billion in the last reported quarter, representing a year-over-year change of +18.2%. EPS of $0.43 for the same period compares with $0.33 a year ago.
Compared to the Zacks Consensus Estimate of $1.15 billion, the reported revenues represent a surprise of +2.39%. The EPS surprise was +19.44%.
Over the last four quarters, Pinterest surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Pinterest is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Pinterest. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Micron just delivered a quarter that shattered records and sent shares soaring past $1,000, but the real debate starts now: whether a stock already up over 250% this year has enough fuel left to double again before 2030.
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Micron just posted the most explosive quarter in its history, and the stock reflects it. Micron Technology (NASDAQ:MU | MU Price Prediction) delivered fiscal Q3 2026 revenue of $41.46 billion, up 345.72% year over year, with non-GAAP EPS of $25.11 and a GAAP gross margin of 84.6%.
Shares are up 257.77% year to date to $1,020.48. CEO Sanjay Mehrotra says “the memory industry has been structurally transformed by the proliferation of AI.” The question I want to answer: can MU double to $2,000 by 2030?
What’s Actually Holding Micron Back Right Now Nothing, in the near term. That is the problem. After a powerful run, the stock is arguably digesting gains rather than lagging. MU is up 9.39% in the past week and 14.25% over the past month, so “stuck” is relative. The real gravity here is valuation math and cyclicality memory.
With a beta of 2.222, MU swings hard both ways. Our own model rates it a hold with a predicted price of $979.34 and an implied upside of -3.56%. Management even flagged a $325 million loss on debt prepayments. Add heavy capex plans of roughly $27 billion in fiscal 2026, and the pause makes sense.
Wall Street Sees Upside While Valuation Signals Fair Value The consensus is emphatic. Analysts carry a target price of $1,513.11, with 9 Strong Buys, 35 Buys, 4 Holds, and zero Sells. Bullish sentiment sits at 92%. Our internal model, run at high confidence (0.9), lands at $979.34, calling MU roughly fair here.
Where I lean toward the analysts: forward EPS estimates for fiscal 2027 have moved from $102.72 ninety days ago to $155.03 today. That is a meaningful upward revision. Wall Street’s stance looks reasonable, in my view. Our valuation approach applies discipline to mega-cap names, which limits how far the fair-value estimate can extend.
Charting Micron’s Path to $2,000 Per Share Reaching $2,000 from today’s price of $1,020.48 would require a gain of 96%. With forward EPS of $64.90, a price of $2,000 implies a forward P/E of 31x. Our base case of $979.34 already implies 23x, meaning the bold target requires roughly 8x of additional multiple expansion (or, more likely, EPS growth that compresses that forward multiple back toward the market).
Here is why that is achievable. Micron has signed 16 Strategic Customer Agreements with cumulative minimum-price revenue of approximately $100 billion, backed by $22 billion in customer cash deposits and letters of credit.
Mehrotra told investors “we expect tight conditions to persist beyond calendar 2027” and “HBM4 12 high volume ramp is tracking twice as fast as HBM3E 12 high.” Fiscal 2027 EPS consensus of $155.03 means the stock could grow into a 13x multiple at $2,000.
The primary risk: memory is cyclical, and a customer capex reset would blow up the thesis.
Where MU Trades Today Versus Its Earnings Power MU currently trades at roughly 16x forward EPS of $64.90. That looks reasonable for a company guiding fiscal Q4 revenue of $50 billion and EPS of $31. Shares sit between a 52-week low of $131.35 and a 52-week high of $1,254.81.
Over the past decade, MU has returned 6,053.28%. A double from here in four years is aggressive, yet it sits within the range of what this business has delivered when the AI cycle cooperates.
Is $2,000 Realistic? My Verdict $2,000 by 2030 requires a 96% gain and either sustained multiple expansion toward 31x forward earnings or continued upward EPS revisions that make today’s multiple look pedestrian. My verdict: a stretch, but a credible one.
Three things need to go right. HBM4 and HBM4E must ramp on schedule, the Strategic Customer Agreements must deliver the promised revenue floor, and memory supply must stay tight through 2028.
What would derail it: a demand air pocket in AI infrastructure spending. Returns at this level shouldn’t be expected every year, but we’ve outlined the blueprint for how Micron Technology could reach $2,000 in 2030.
Contact [email protected] for any questions or corrections.
July data from World Semiconductor Trade Statistics and the Semiconductor Industry Association imply a 9.8% m/m decline in global semiconductor sales, led by a 16.3% m/m drop in memory revenue. However, rising DRAM and NAND ASPs, coupled with their lower July shipments, indicate worsening supply constraints rather than underlying demand deterioration, reinforcing durability of Micron Technology, Inc.'s growth and earnings outlook. Nvidia's Rubin Ultra despec also suggests greater accelerator output, preserving aggregate HBM bit demand growth despite lower memory content per chip.
The biggest AI gains of the next two years may come from names most investors overlook entirely. Six stocks spanning cloud infrastructure, memory, connectivity, and quantum each have a credible path to round-number targets that leave Wall Street consensus in…
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When investors think about AI winners, the conversation usually starts and ends with a familiar handful of mega-caps. I think the more interesting bull cases for 2027 sit one layer deeper: in GPU clouds, memory, connectivity silicon, and quantum.
The buildout has to be powered, cooled, and wired by somebody, and we pulled seven of those infrastructure names into a free report on the AI stocks that aren’t chipmakers. Six more names stand out here. Here is how each could hit a round-number target above Wall Street’s consensus over the next year.
CoreWeave: A Path to $175 CoreWeave (NASDAQ:CRWV) is up 42.91% year to date at $102.34. Q2 revenue jumped 112% year over year with a $104 billion backlog, plus over $25 billion in new commitments in early Q3.
CEO Mike Intrator says “demand continues to exceed supply across sectors, geographies, and generations of infrastructure.” Consensus sits at $144.46. A push to $175 requires the market to reward accelerating margins (adjusted EBITDA margin already at 59%) and Vera Rubin ramp economics.
Nebius Group: Why $350 Is In Play Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) has ripped 197.65% YTD to $249.15. Q2 revenue grew 454% YoY, and CEO Arkady says Nebius could sell its entire 2027 capacity under mid-term contracts today. A capacity auction cleared 15% above its prior Blackwell high.
With Wall Street at $286.69, a $350 print would require the 5 GW contracted-power target and the asset-light model to translate into 2027 guidance that eclipses today’s numbers.
Micron: The Case for $1,750 Micron Technology (NASDAQ:MU) posted fiscal Q3 revenue of $41.456B, +345.7% YoY, its seventh consecutive EPS beat. CEO Sanjay Mehrotra flagged 16 Strategic Customer Agreements covering roughly $100 billion in minimum revenue.
Fiscal 2027 EPS estimates have climbed from $102.72 ninety days ago to $155.02. At $1,750, MU would trade near 11x FY27 EPS. Consensus target is $1,513.11; another HBM4 upgrade cycle could get us there.
IonQ: Charting a Route to $80 IonQ (NYSE:IONQ) delivered a fifth consecutive record quarter with revenue up 286.8%. CEO Niccolo de Masi says the SkyWater and Nexus closes “extend IonQ’s full-stack quantum platform.”
Shares at $43.28 are essentially flat YTD despite a $67.68 analyst target. The 256-qubit commissioning slated for 2027 plus White House quantum executive orders could catalyze a move to $80.
Rigetti Computing: Why $35 Isn’t Crazy Rigetti Computing (NASDAQ:RGTI) at $15.86 is down 28.42% YTD. The 108-qubit Cepheus system hit 99.9% median single-qubit fidelity, and a Department of Commerce LOI targets up to $100 million in CHIPS Act funding. Cash sits at $541.29M with no debt.
Consensus is $28.81. Converting the LOI, plus the HPE/PSC delivery in 2027, could carry shares to $35, a level RGTI has traded well above as recently as October 2025.
Astera Labs: How $500 Happens Astera Labs (NASDAQ:ALAB) has logged eight consecutive EPS beats. Q2 revenue grew 104.5%, and CEO Jitendra Mohan sees Scorpio becoming the largest product family, “one quarter ahead of our prior expectations.”
Future Scorpio X content per XPU is targeted above $1,000. FY27 EPS estimates jumped from $4.20 to $6.39 in 90 days. Consensus target is $389.95; a $500 print implies roughly 78x FY27 EPS, rich but consistent with hyper-growth peers.
Bottom Line on the Next Winners Each of these six sits at a different point in the AI stack, and each has a credible path to a round-number bull-case target above Wall Street consensus over the next year. Returns of this magnitude should not be expected every year. But between accelerating backlogs, rising estimates, and 2027 product cycles, we have outlined the blueprint for how the next AI winners could break out.
Contact [email protected] for any questions or corrections.
Key Takeaways Intuitive Surgical's forward P/E has fallen to 30.26X, well below its 10-year median of 58.18X.ISRG posted 19% Q2 revenue growth, 28% adjusted EPS growth and 16% higher total procedures.da Vinci 5, SP and Ion adoption support growth, while U.S. moderation, China and costs remain risks. Intuitive Surgical (ISRG - Free Report) is trading at its cheapest valuation in the last 10 years following a decline of more than 40% after touching the $600 level in January this year. Its forward 12-month P/E of 30.26X is well below its 10-year median of 58.18X and high of 93.22X, although it remains above the Medical - Instruments industry’s 25.96X. The compression is notable given that ISRG continues to generate strong growth, but investors are increasingly factoring in moderating U.S. procedure trends, competitive pressure in China, higher costs and uncertainty around hospital capital spending. Its Value Score of D also indicates that the stock is not yet considered inexpensive despite the steep multiple contraction.
The latest quarter illustrates the disconnect between valuation and fundamentals. Second-quarter 2026 revenue increased 19% year over year to $2.89 billion, and adjusted EPS advanced 28%. Total procedures rose 16%, with da Vinci procedures increasing 15% and Ion procedures jumping 36%. Recurring revenue climbed 19% to $2.47 billion and represented 85% of total revenue. Utilization also remained healthy, increasing 3% for da Vinci and 11% for Ion.
Image Source: Zacks Investment Research
Forward Guidance Points to Durable Growth Despite ModerationManagement maintained its 2026 da Vinci procedure-growth forecast at 13.5-15.5%, expecting results toward the midpoint. General surgery in the United States and procedures outside urology internationally remain the principal growth drivers. Importantly, the outlook continues to reflect several near-term uncertainties, including changes in U.S. patient behavior following ACA premium-subsidy changes, China's tender volumes and competitive intensity, European capital pressures, Japan's recovery and the impact of obesity drugs.
There are encouraging developments beneath this guidance. International da Vinci procedures grew 20% in the second quarter, with Europe and Asia each advancing 20%, while the rest of the world increased 22%. This compares favorably with the first quarter, when international da Vinci procedures grew 19%. Japan also recorded improved system placements following favorable reimbursement decisions.
However, margin expansion is not guaranteed. Intuitive Surgical raised its 2026 adjusted gross-margin outlook to 68-69% from 67.5-68.5%, but continues to face higher freight and semiconductor-memory costs, faster growth of newer platforms and higher depreciation. Thus, the guidance supports continued growth but also indicates that investors should expect elevated spending and some profitability pressure during the platform transition.
Product Innovation Expands Long-Term OpportunityIntuitive Surgical's product pipeline provides a strong counterweight to near-term concerns. The company placed 468 da Vinci systems and 55 Ion systems in second quarter, while more than 1,700 da Vinci 5 systems are now installed. More than 100 planned da Vinci 5 updates are being rolled out, including improvements to telepresence, simulation-based training and care-team workflows.
The single-port platform is gaining traction rapidly, with SP procedures increasing 61% and its global installed base reaching 445 systems. Ion procedures rose 36% to 48,000 and have surpassed 400,000 cumulatively. The company is also progressing with ROSE and EBUS programs and has submitted a next-generation flexible robotic endoscope for FDA clearance.
These innovations strengthen ISRG's competitive position against lower-valued peers such as Medtronic (MDT - Free Report) and Stryker (SYK - Free Report) . MDT trades at 15.13X forward P/E, while SYK trades at 17.02X, both substantially below ISRG's 30.26X. Yet Medtronic's Hugo remains in an earlier commercialization phase, with management expecting more than 50,000 completed procedures by the end of its fiscal year, while Stryker's Mako has surpassed 2.5 million procedures globally across 47 countries.
Share-Price MovementISRG shares have declined 15% over the past three months against the Zacks Medical – Instruments industry's 10% growth. The broader Medical sector has jumped 9.6% during the same period, leaving Intuitive Surgical lagging both its industry and the wider medical sector.
While Medtronic shares have gained 15.1% in the past three months, Stryker declined 10.5%.
Image Source: Zacks Investment Research
Bottom LineISRG's valuation has clearly become more reasonable after the sharp share price decline, but the stock does not yet qualify as an outright bargain given its premium to the industry and D Value Score. The investment case rests on whether sustained procedure growth, da Vinci 5 adoption, higher utilization and expansion of SP and Ion can offset slower U.S. growth, China-related challenges, obesity-drug pressure and elevated costs.
For existing investors, the current risk-reward appears balanced enough to hold the stock rather than exit after the valuation reset. ISRG's current valuation makes the shares considerably cheaper than their historical valuation. However, prospective investors may want evidence of accelerating procedure growth and further margin improvement before committing aggressively. The company carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Let's take a look at what these Wall Street heavyweights have to say about Intuitive Surgical, Inc. (ISRG - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
Intuitive Surgical currently has an average brokerage recommendation (ABR) of 1.63, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 32 brokerage firms. An ABR of 1.63 approximates between Strong Buy and Buy.
Of the 32 recommendations that derive the current ABR, 22 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 68.8% and 6.3% of all recommendations.
Brokerage Recommendation Trends for ISRG
Check price target & stock forecast for Intuitive Surgical here>>>
While the ABR calls for buying Intuitive Surgical, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Is ISRG Worth Investing In?Looking at the earnings estimate revisions for Intuitive Surgical, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $10.74.
Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Intuitive Surgical. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Intuitive Surgical.
GameStop's latest earnings flipped the script on what kind of company this actually is, and the stock price has not caught up yet. Here is why one overlooked revenue line is rewriting the entire valuation.
GameStop (NYSE:GME | GME Price Prediction) just delivered a Q2 FY2027 report that materially reshaped the bull case. Collectibles are now the dominant revenue line, gross margin nearly doubled versus the prior year, and management raised the fiscal 2026 Adjusted EBITDA guide.
My 24/7 Wall St. price target for GME is $40.26 over the next 12 months, versus a current price of $18.89. That implies 113.15% upside, with our proprietary model registering a buy at high confidence.
24/7 Wall St. Price Target Summary Metric Value Current Price $18.89 24/7 Wall St. Price Target $40.26 Upside 113.15% Recommendation BUY Confidence Level 90% A Quiet Stock Hiding a Loud Earnings Report GME shares have been muted despite the operating turn. The stock is down 5.93% year to date and 18.65% over the past year, essentially flat over the past week.
Q2 FY2027 revenue of $790.20 million beat estimates by 4.41%, while adjusted EPS of $0.27 met consensus. Adjusted EBITDA came in at $174 million against $75.70 million a year earlier, and a full-year Adjusted EBITDA guide raised to in excess of $650 million. Our sister coverage at 24/7 Wall St. flagged that GameStop’s next big move could matter more than its earnings, a reference to the still-unresolved eBay stake and capital allocation questions.
Why Bulls See a Breakout Ahead Collectibles revenue reached $356.30 million, growing 57% and accounting for 45.1% of net sales. That mix shift drove gross margin to 43.7% from 29.1%.
Bulls point to $4.85 billion in cash, a $2 billion buyback authorization, and an eBay stake worth roughly $4.9 billion. Our bull-case one-year target sits at $43.09. Options positioning also skews long, with a full-chain put/call ratio of 0.23.
What Could Go Wrong Video Games revenue fell to $263.20 million from $494.60 million, and total revenue declined 18.72% year over year. GAAP net income was flattered by a $166.30 million derivative gain and offset by a $75 million loss on digital assets.
Bulls counter that the video-game weakness reflects planned store closures, the France divestiture, and the absence of a prior-year Switch 2 launch, all lapping items. Our bear-case one-year target is $30.56, still comfortably above the current price.
How GameStop Compares to Best Buy and Funko Best Buy (NYSE:BBY) is the diversified consumer-electronics retail contrast. Best Buy just raised its FY27 adjusted EPS guide to $6.70 to $6.90 on 4.1% comparable sales growth, valuing the shares near 12 times forward earnings.
GameStop trades at an implied forward multiple of roughly 14 times on our forward EPS estimate, which looks reasonable given the collectibles-driven margin expansion Best Buy cannot replicate at scale.
Funko (NASDAQ:FNKO) is the closest pure-play collectibles comp. Funko’s Core Collectibles segment grew 9% in Q2 2026, versus GameStop’s 57%, with full-year Adjusted EBITDA guided to $100M to $110M.
GameStop’s raised guide of over $650 million dwarfs that, yet Funko still trades at a premium multiple. That gap is exactly why our 24/7 Wall St. price target of $40.26 looks reasonable.
GameStop Price Prediction 2026-2030 The 24/7 Wall St. price target is $40.26, the recommendation is buy, and confidence is 90%. The pivotal variable is collectibles margin durability. The setup strengthens if collectibles growth stays above 30% next quarter, and weakens if Video Games revenue keeps falling faster than store-count reductions can offset.
Year 24/7 Wall St. Price Target 2026 $40.26 2027 $55.00 2028 $75.00 2029 $110.00 2030 $150.37 These projections assume GameStop continues scaling its collectibles mix and preserving the investment portfolio. Significant upside or downside could result from the proposed eBay transaction or an adverse move in digital-asset holdings.
Contact [email protected] for any questions or corrections.
Institutional investors with REGN positions may need to assess alleged clinical-trial disclosure failures that preceded a $102.09 per-share decline from the Class Period high. This notice focuses on fiduciary review, portfolio loss documentation, and lead plaintiff considerations.
, /PRNewswire/ -- Levi & Korsinsky, LLP notifies institutional investors in Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) that a class action has been filed on behalf of shareholders who purchased securities between August 1, 2025 and May 15, 2026. Find out if you might be eligible to recover losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
REGN declined from $731.77 on April 28, 2026 to $629.68 after the May 15, 2026 disclosure, a $102.09 per-share decline, or approximately 13.95%. The lead plaintiff deadline is September 14, 2026.
The complaint alleges Regeneron presented an overly optimistic picture of its Phase III Fianlimab-Libtayo Study disclosures while minimizing the risk that a prolonged slowdown in progression-free survival event accrual reflected deeper statistical problems. For pension funds, asset managers, endowments, and other fiduciaries, the issue is practical: whether portfolio losses during the Class Period warrant evaluation for potential recovery.
Fiduciary Obligations and Recovery Options
Institutional holders often evaluate securities claims through documentation, governance, and loss-size lenses. In this matter, the pleading asserts that alleged misstatements about clinical-trial risk affected the market price of REGN shares before the later disclosures.
Review purchases and sales of REGN common stock during August 1, 2025 through May 15, 2026. Identify shares retained through the April 29, 2026 protocol-amendment disclosure and the May 15, 2026 failed-endpoint announcement. Preserve investment committee materials, manager reports, and trade confirmations tied to REGN positions. Compare realized and unrealized losses against fiduciary thresholds for monitoring securities litigation recoveries. Consider whether a lead plaintiff role aligns with portfolio size, governance policies, and oversight objectives. Portfolio Impact Assessment for REGN Holders
As detailed in the action, Regeneron disclosed on April 29, 2026 that the Phase III study protocol had been altered to expand the patient population eligible for progression-free survival analysis. The Company later announced that the trial did not reach statistical significance on its primary endpoint, after which REGN shares declined further.
"Institutional investors play a critical role in securities class actions. In this Regeneron matter, fiduciaries may wish to evaluate whether alleged clinical-trial disclosure failures affected portfolio decisions, documented losses, and potential recovery options." -- Joseph E. Levi, Esq.
Click here to submit your information and learn more about the case or call (212) 363-7500.
INSTITUTIONAL INVESTOR REPRESENTATION — Levi & Korsinsky, LLP provides sophisticated counsel to institutional investors evaluating lead plaintiff opportunities. The firm has recovered hundreds of millions of dollars. Ranked among ISS Top 50 for seven consecutive years.
Frequently Asked Questions About the REGN Lawsuit
Q: What is the REGN class action lawsuit about? A: A securities class action has been filed against Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) alleging materially false and misleading statements between August 1, 2025 and May 15, 2026. Shares fell approximately 13.95% from the Class Period high after the Company disclosed a protocol amendment and later announced that the Phase III Fianlimab-Libtayo Study did not reach statistical significance for its primary endpoint. Investors who purchased shares during the Class Period and suffered losses may be eligible to seek compensation.
Q: Who is eligible to join the REGN investor lawsuit? A: Investors who purchased REGN stock or securities between August 1, 2025 and May 15, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses, not on whether you still hold the shares.
Q: What specific misstatements does the REGN lawsuit allege? A: The complaint alleges Regeneron made materially false or misleading statements regarding the risk of clinical failure in the Phase III Fianlimab-Libtayo Study, including statements that allegedly framed slowing event accrual as potentially favorable when the trial allegedly faced increased statistical and clinical risk. When the protocol amendment and failed primary endpoint were disclosed, the stock price declined sharply.
Q: What court was the REGN class action filed in? A: The case was filed in the United States District Court for the Southern District of New York, governed by the Private Securities Litigation Reform Act of 1995.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What documents do I need for a loss review? A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.
Q: What if I already sold my REGN shares, can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.
CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
Ed Korsinsky, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\
[email protected]\
Tel: (212) 363-7500\
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
TSMC (TSM - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this chip company have returned +4%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Semiconductor - Circuit Foundry industry, which TSMC falls in, has gained 2.1%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
TSMC is expected to post earnings of $4.45 per share for the current quarter, representing a year-over-year change of +52.4%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.2%.
For the current fiscal year, the consensus earnings estimate of $16.55 points to a change of +55.4% from the prior year. Over the last 30 days, this estimate has changed +0.6%.
For the next fiscal year, the consensus earnings estimate of $21.19 indicates a change of +28% from what TSMC is expected to report a year ago. Over the past month, the estimate has changed +1.5%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, TSMC is rated Zacks Rank #1 (Strong Buy).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of TSMC, the consensus sales estimate of $45.54 billion for the current quarter points to a year-over-year change of +37.6%. The $167.08 billion and $218.99 billion estimates for the current and next fiscal years indicate changes of +36.5% and +31.1%, respectively.
Last Reported Results and Surprise HistoryTSMC reported revenues of $40.2 billion in the last reported quarter, representing a year-over-year change of +33.7%. EPS of $4.31 for the same period compares with $2.47 a year ago.
Compared to the Zacks Consensus Estimate of $39.63 billion, the reported revenues represent a surprise of +1.44%. The EPS surprise was +11.37%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
TSMC is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about TSMC. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.
Medtronic (MDT +1.03%) is kind of a boring business. Sure, it is one of the world's largest medical device makers, but its diversified portfolio tends to mask the exciting developments taking place in the business. But management has managed to turn this industry leader in a more attractive direction. Here's why Wall Street should be talking a lot more about Medtronic.
Medtronic got a little bloated To be fair, Medtronic's size works against it. In fact, after decades of success, the company became bogged down by excessive bureaucracy and too many business lines. It has been around a long time, noting its incredible 48-year streak of annual dividend increases (two away from Dividend King status), so this isn't really a shocking development. But it does lead investors to ignore a stock, as they focus on more exciting, focused, and smaller businesses, like surgical robotics pioneer Intuitive Surgical (ISRG +1.59%).
Image source: Getty Images.
What's notable is that Medtronic has made strategic shifts to regain its growth mojo. That's included exiting less desirable businesses and investing in new technology. For example, it spun off its diabetes business, which was growing quickly but wasn't particularly profitable. And it recently launched its Hugo surgical robot in the U.S. market, taking on Intuitive Surgical, a company that gets a lot more attention on Wall Street. While Hugo is just one of many new products that Medtronic has in the works, it highlights Medtronic's ability to develop cutting-edge technology in the medical device space.
In fact, the changes the company made allowed it to report its highest annual revenue growth in a decade in fiscal 2026. In the first quarter of fiscal 2027, the company's revenues jumped 13.7%, with earnings coming in above guidance. In fact, management was so confident about the future that it increased its full-year guidance for fiscal 2027 after just one quarter.
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That's not to suggest that Medtronic will suddenly become a growth stock. But the tide appears to have turned. It is no longer a business working through a turnaround; it looks like one that has passed an important inflection point. Now add in a well-above-market dividend yield, and even conservative dividend investors should probably give this medical device giant a second look.
Wall Street is starting to wake up to Medtronic That said, Medtronic's stock has risen 15% over the past three months, as of this writing. Investors are starting to notice the improvement in the business. But the stock is still 30% below its 2021 high, suggesting there's more recovery room ahead. But don't wait too long, or you may miss the opportunity to buy this industry-leading company while it is still offering a historically high yield.
Reuben Gregg Brewer has positions in Medtronic. The Motley Fool has positions in and recommends Intuitive Surgical and Medtronic. The Motley Fool recommends the following options: long January 2028 $520 calls on Intuitive Surgical and short January 2028 $530 calls on Intuitive Surgical. The Motley Fool has a disclosure policy.
Medtronic (MDT +0.83%) has raised its dividend payouts annually for 49 consecutive years. In other words, the medical device company is just one more year and one more hike away from becoming one of just a few dozen Dividend Kings -- publicly traded companies with at least 50 consecutive years of dividend growth.
However, this status alone may not necessarily indicate that it's a strong buy for income investors. Let's take a look at other factors to assess whether this dividend growth stock can produce the type of steady, solid total returns associated with such kingly status.
Image source: Getty Images
Dividend Kings status is well within reach for Medtronic If Medtronic raises its dividend again in June 2027, the company will officially attain Dividend King status. Based on the details, hitting this appears well within reach, if not a near certainty. For one, based on estimated earnings for the current fiscal year, Medtronic has a payout ratio of just 45%.
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True, in March, Medtronic spun off its diabetes products business as a new public company, MiniMed Group (MMED -2.08%). For now, Medtronic holds around a 90% stake in MiniMed, but Medtronic CEO Geoff Martha says the company plans to eventually reduce that position to zero. However, don't assume this will severely affect Medtronic's dividend growth bandwidth once it happens.
It's still unclear whether Medtronic plans to complete the sale of that stock by the end of 2026, as it continues to include MiniMed's results in its full-year forecasts. Also note that MiniMed reported negative cash flow during the fiscal year that ended in April 2026. If Medtronic completes its divestiture of MiniMed while it remains unprofitable, it could increase Medtronic's overall cash flow, enabling a further dividend increase.
Not only that, on top of recent improving growth, forecasts call for a further growth resurgence. Finally, given that Medtronic has slowed the pace of its dividend growth in recent years, with the latest increase just 1.4%, it could easily implement another modest dividend increase next June without overextending itself, thereby clinching Dividend King status.
While Medtronic doesn't face any significant hurdles to becoming a Dividend King, it's unclear whether it is a strong choice for investors seeking portfolio income over price appreciation. If the company's anticipated growth resurgence pans out, it may lead to faster dividend growth in the coming years.
However, in the meantime, Medtronic may have to maintain its policy of low dividend growth to fund its main growth drivers, such as robotic surgery and cardiac products. Medtronic has also been making acquisitions, particularly of cardiac products companies, to boost growth. This, too, could limit how much Medtronic can devote to growing its quarterly cash payouts.
That said, for investors seeking both portfolio income and capital growth, it could be a solid opportunity in the coming years. For now, investors can collect a payout that yields about 3.1% at the current share price. In the years ahead, if earnings growth accelerates, shares could surge in line with earnings.
I wouldn't rule out the possibility of the market rerating the stock higher, but keep in mind that with Medtronic trading at around 15.5 times estimated earnings for the fiscal year ending April 2027, in line with other medical device stocks such as Boston Scientific and GE Healthcare, I wouldn't assume too much potential for multiple expansion.
Texas Instruments (TXN - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this chipmaker have returned -7.9% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Semiconductor - General industry, to which Texas Instruments belongs, has gained 1.5% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Texas Instruments is expected to post earnings of $2.39 per share, indicating a change of +61.5% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $8.45 points to a change of +55.1% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $9.87 indicates a change of +16.8% from what Texas Instruments is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Texas Instruments.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Texas Instruments, the consensus sales estimate of $5.91 billion for the current quarter points to a year-over-year change of +24.7%. The $21.7 billion and $24.31 billion estimates for the current and next fiscal years indicate changes of +22.7% and +12%, respectively.
Last Reported Results and Surprise HistoryTexas Instruments reported revenues of $5.46 billion in the last reported quarter, representing a year-over-year change of +22.8%. EPS of $2.14 for the same period compares with $1.41 a year ago.
Compared to the Zacks Consensus Estimate of $5.22 billion, the reported revenues represent a surprise of +4.57%. The EPS surprise was +12.04%.
Over the last four quarters, Texas Instruments surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Texas Instruments is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Texas Instruments. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
Time-Sensitive: Allegations Focus on Alleged Misstatement of Net Interest Income and Operating Expense Representations at HDFC Bank Limited.
, /PRNewswire/ -- Levi & Korsinsky, LLP alerts investors in HDFC Bank Limited (NYSE: HDB) of a pending securities class action on behalf of purchasers of HDB securities between July 17, 2023 and May 26, 2026. Check if you might be eligible to recover your investment losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
HDB American Depositary Shares declined $2.09, or approximately 7.28% on March 18, 2026, and a further $1.02, or approximately 4.1%, on May 27, 2026. The Court has set October 13, 2026 as the deadline to apply for lead plaintiff appointment.
"Investors deserve transparency about material risks that could affect their investments. The lawsuit asserts that reported net interest income and operating expense figures did not reflect the alleged routing of deposit inducement payments through a marketing budget." -- Joseph E. Levi, Esq.
The Alleged Mumbai Deposit Inducement Concentration
As alleged, management approved a structure under which roughly Rs 45 crore, or approximately $4.7 million, was paid to the Maharashtra State Road Development Corporation and recorded as sponsorship of a road safety awareness campaign. The action claims those amounts functioned as a 2.51% interest markup above rates offered to other savings customers, producing an effective 6.01% return designed to induce large deposits.
Why Reserve and Expense Classification Adequacy Allegedly Matters to Investors
Quarter after quarter, the Company reported net interest income defined as interest earned less interest expended, alongside core net interest margin and cost-to-income ratios. The lawsuit asserts that if interest-equivalent payments were booked as marketing spend, both interest expense and operating expense lines were misstated, distorting the margin metrics investors relied upon.
Classification Practices in Banking Disclosure
Net interest income was reported as growing 21.1% to ₹23,599 crore for the quarter ended June 30, 2023, with core net interest margin of 4.1% on total assets. Core net interest margin figures ranged from 4.1% down to 3.27% across the Class Period, with cost-to-income ratios reported between 38.0% and 42.8%. The action claims payments characterized as marketing sponsorship allegedly circumvented Reserve Bank of India interest rate norms and internal policies barring improper deposit inducements. Annual reports on Form 20-F stated that internal control over financial reporting was effective as of March 31, 2024 and March 31, 2025. Risk disclosures warned generally that regulatory investigations and fines "could" negatively affect results, without disclosing the alleged arrangement. An internal probe reportedly conducted in March and April 2026 concluded that more than ten senior officials bore responsibility. The action claims that when The Indian Express reported the alleged arrangement on May 27, 2026, HDB shares fell $1.02, or 4.1%, on unusually heavy volume, following an earlier $2.09, or 7.28%, decline on March 18, 2026 after the resignation of the part-time Chairman and Independent Director.
Learn more about the case or call (212) 363-7500.
ABOUT LEVI & KORSINSKY, LLP — Over the past 20 years, Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report. Investors who suffered losses have until October 13, 2026 to seek appointment as lead plaintiff.
Frequently Asked Questions About the HDB Lawsuit
Q: Who is eligible to join the HDB investor lawsuit? A: Investors who purchased HDB stock or securities between July 17, 2023 and May 26, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses -- not on whether you still hold the shares.
Q: What specific misstatements does the HDB lawsuit allege? A: The complaint alleges HDFC Bank Limited made materially false or misleading statements regarding its net interest income, net interest margin, and operating expenses, and failed to disclose that payments to a state entity were allegedly camouflaged as marketing spend to pay higher interest and induce deposits, during the Class Period. When the alleged arrangement was reported, the stock price declined sharply.
Q: What court was the HDB class action filed in? A: The case was filed in the United States District Court for the Southern District of New York, governed by the Private Securities Litigation Reform Act of 1995.
Q: What do HDB investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible as an absent class member.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my HDB shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: What if I live outside the United States? A: U.S. securities class actions generally cover purchases on U.S. exchanges regardless of the investor's country of residence.
Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
ServiceNow (NOW - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this maker of software that automates companies' technology operations have returned +5.2%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Computers - IT Services industry, which ServiceNow falls in, has gained 4.6%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, ServiceNow is expected to post earnings of $1.03 per share, indicating a change of +7.3% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The consensus earnings estimate of $4.07 for the current fiscal year indicates a year-over-year change of +16%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $4.97 indicates a change of +22.1% from what ServiceNow is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, ServiceNow is rated Zacks Rank #4 (Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of ServiceNow, the consensus sales estimate of $4.1 billion for the current quarter points to a year-over-year change of +20.3%. The $16.2 billion and $19.2 billion estimates for the current and next fiscal years indicate changes of +22% and +18.5%, respectively.
Last Reported Results and Surprise HistoryServiceNow reported revenues of $3.99 billion in the last reported quarter, representing a year-over-year change of +24%. EPS of $0.9 for the same period compares with $0.82 a year ago.
Compared to the Zacks Consensus Estimate of $3.92 billion, the reported revenues represent a surprise of +1.65%. The EPS surprise was +4.65%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
ServiceNow is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about ServiceNow. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
In this video, I will cover Broadcom (AVGO -1.70%) and Snowflake's latest earnings reports, new AI models from Meta and Google, and recent comments from Sam Altman on data center water use. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of Sep. 2, 2026. The video was published on Sep. 3, 2026.
Neil Rozenbaum has positions in Alphabet and Meta Platforms. The Motley Fool has positions in and recommends Alphabet, Broadcom, Meta Platforms, and Snowflake. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Broadcom and Marvell both crushed their AI quarters, but the real story is how one company's weakness quietly became the other's most powerful sales pitch.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Marvell Technology (NASDAQ: MRVL | MRVL Price Prediction) and Broadcom (NASDAQ: AVGO) both delivered blowout AI quarters, yet they now sit on opposite ends of the custom silicon spectrum. Broadcom just posted $29.591B in revenue with AI chips alone at $16.7B. Marvell’s entire business came in at $2.739B. That size gap frames Marvell’s pitch as the focused alternative.
Two AI Beats, Very Different Scales Marvell’s Q2 FY27 revenue rose 36.5% year over year, with Data Center reaching 79% of the mix and growing 46%. CEO Matt Murphy said “AI-related bookings remain exceptionally robust” and lifted the FY27 and FY28 outlooks again. Non-GAAP operating margin reached 36.6%, closing in on the company’s 38% to 40% long-term target.
Broadcom’s report was a different animal. AI semiconductor revenue jumped 221% year over year, and Hock Tan guided Q4 AI revenue to $21.7B. He told investors Broadcom has secured supply to gain double AI revenue to approximately $115 billion in fiscal 2027 and $230 billion in 2028. No rival can casually match that scale.
Focused Specialist Versus Sprawling Platform Broadcom is really three businesses in one: custom XPUs for six hyperscale customers including Google, Anthropic, OpenAI, and Meta; Tomahawk Ethernet switching; and the VMware software stack, which added $8.752B in Q3. Tan is even helping finance customer buildouts through the AI XPV platform with Apollo and Blackstone.
Marvell is doing the opposite. Murphy’s pitch is speed and customization. The expanded Google agreement, which includes a warrant for up to 7% of Marvell’s shares tied to revenue milestones, spans inference accelerators, storage controllers, NICs, memory interface controllers, and near-memory compute. Layer in the Celestial AI and XConn acquisitions, and MRVL looks like the pure-play optical and custom silicon partner hyperscalers can lean on without feeding Broadcom’s leverage.
Lens Marvell Broadcom Core Bet Focused custom silicon plus optics End-to-end AI platform plus software Near-Term AI Scale Custom ramps in H2 FY27 $21.7B AI revenue guide Key Vulnerability Google concentration Supply and financing exposure Why October 6 Is the Real Test Marvell’s October 6, 2026 Investor Day is the catalyst worth circling. Murphy hinted at “significant upside bias” to the prior $10 billion kind of plus fiscal 2029 custom revenue target. I want to see how much of that comes from Google versus other hyperscalers, because customer concentration cuts both ways (we reverse-engineered what the biggest AI chip winners looked like early in a free playbook here).
Why I Like Marvell’s Setup More From Here Broadcom is the safer compounder. But at a $1.753T market cap versus Marvell’s $197.7B, an incremental billion of AI revenue moves the needle far less at AVGO. MRVL climbed 242.26% over the past year against AVGO’s 7.41%, and the anti-Broadcom narrative still has room to run if Custom doubles in FY28 as guided. If you want steady free cash flow and enterprise software optionality, Broadcom fits better. If Investor Day underwhelms, the VMware annuity could make AVGO the more defensible holding to revisit.
Contact [email protected] for any questions or corrections.
, /PRNewswire/ -- New survey findings commissioned by CVS Health® (NYSE: CVS) reveal that many Americans face persistent barriers accessing preventive health screenings. Nearly one in four adults have delayed speaking with a health professional about health concerns because of barriers related to access, cost or availability, and one-third were unaware that community screening programs exist.
"People aren't telling us that preventive health screenings don't matter; they're telling us that accessing them can be harder than it should be," said Jenny McColloch, Chief Sustainability Officer and Vice President of Community Impact, CVS Health. "This survey reinforces what we've seen over the past 20 years through Project Health: when screenings are convenient, accessible and offered in places people already know and trust, they're more likely to take that first step. That's why we've continued to bring preventive health services directly into communities and help people better understand their health."
As Project Health marks its 20th anniversary, the program continues to demonstrate the impact of community-based prevention. Since launching in 2006, Project Health has helped millions of people better understand and manage their health through convenient, accessible screenings and health education resources.
The program plays an important role in improving access: Today, four in 10 adults say affordable screenings are difficult to find in their community, while also reporting challenges securing timely appointments. Yet nearly three-quarters (72%) say a program offering screenings with no appointment or insurance requirements would make health screenings easier to obtain. The findings underscore why Project Health, CVS Health's free community health screening program, has spent the past 20 years bringing preventive health services directly into communities through more than 6 million free screenings at CVS Pharmacy locations, mobile sites and community events.
Since launching in 2006, Project Health has:
Delivered nearly 20,000 community screening events Reached 1.8 million people across the U.S. and Puerto Rico Provided more than 6 million no-cost preventive health screenings Offered screenings with no appointment and no insurance required Barriers Continue to Keep Many Americans from Preventive Screenings
Many U.S. adults face a combination of awareness, access and affordability challenges that can prevent them from getting recommended preventive health screenings.
Among adults who report barriers to obtaining routine screenings:
Nearly one in four (24%) have delayed speaking with a health professional about a specific health concern. 19 percent have relied on internet searches instead of speaking with a health professional. 17 percent have reduced spending on essentials such as groceries because of health-related costs. 15 percent have used savings or taken on debt to cover health expenses. 15 percent have lost income after taking time away from work to address health-related needs. One Screening, One New City, One Important Reminder
For Cheryl Jones, Project Health arrived at exactly the right time.
When Cheryl Jones retired and relocated from New York to Houston in late 2025, she was still getting settled and had not yet established local health resources. After a planned trip back to New York for appointments was canceled, she found an unexpected opportunity close to home: a Project Health mobile screening event outside a nearby CVS Pharmacy.
"I had just moved to Houston and didn't know anyone yet," Jones said. "The team was so inviting that I decided to stop and take the screening."
What began as a routine screening provided valuable insight into her health. Jones learned that her cholesterol and A1C levels had increased, giving her information she may not have discovered for months.
"It wasn't necessarily surprising, but it was the reminder I needed," Jones said. "The experience encouraged me to pay closer attention to my health and be more consistent about monitoring it."
For Jones, the experience highlighted the value of bringing preventive health services directly into communities.
"For someone new to a city without an established doctor, it gave me a way to stay informed about my health instead of waiting until something became serious," she said.
Building Trust Through Community Presence
Over the past two decades, Project Health has evolved alongside the communities it serves. Screenings are offered at CVS Pharmacy locations, mobile sites and community events, making it easier for people to access preventive health services in places that are convenient and familiar.
Each participant receives:
No-cost preventive health screenings One-on-one consultations with health professionals Information to help understand screening results Connections to local resources and online health education, including access to the Project Health app The survey suggests these are exactly the types of services Americans value most. Respondents said trained health professionals, convenient locations, walk-in availability and help understanding results are among the most important factors in building trust in community screening programs. These findings closely align with Project Health's approach of providing convenient community-based screenings while helping participants understand their results and connect to additional health resources when needed.
Survey Methodology
The survey was conducted online by Morning Consult between July 16–20, 2026, among 2,062 U.S. adults, with additional samples in Arizona, California, Florida, Illinois, Massachusetts, New York, North Carolina, Pennsylvania and Texas. Results have a margin of error ranging from +/- 2 to 4 percentage points.
About CVS Health
CVS Health is a leading health solutions company simplifying health care one person, one family and one community at a time. As of June 30, 2026, the Company had approximately 9,000 retail pharmacy locations, more than 1,000 walk-in and primary care medical clinics and a leading pharmacy benefits manager with approximately 87 million plan members. The Company also serves an estimated 37 million people through a broad range of health insurance products and related services. The Company's integrated model uses personalized, technology driven services to connect people to simply better health, increasing access to quality care, delivering better outcomes, and lowering overall costs.
Media contact
Ethan Slavin
860-273-6095
[email protected]
CVS Health (CVS - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Shares of this drugstore chain and pharmacy benefits manager have returned +2.8% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Medical Services industry, to which CVS Health belongs, has gained 1.8% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, CVS Health is expected to post earnings of $1.61 per share, indicating a change of +0.6% from the year-ago quarter. The Zacks Consensus Estimate has changed -3.3% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $7.97 points to a change of +18.1% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $8.49 indicates a change of +6.6% from what CVS Health is expected to report a year ago. Over the past month, the estimate has changed +0.4%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, CVS Health is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For CVS Health, the consensus sales estimate for the current quarter of $104.82 billion indicates a year-over-year change of +1.9%. For the current and next fiscal years, $417.32 billion and $429.73 billion estimates indicate +3.8% and +3% changes, respectively.
Last Reported Results and Surprise HistoryCVS Health reported revenues of $106.1 billion in the last reported quarter, representing a year-over-year change of +7.3%. EPS of $2.58 for the same period compares with $1.81 a year ago.
Compared to the Zacks Consensus Estimate of $100.18 billion, the reported revenues represent a surprise of +5.91%. The EPS surprise was +37.97%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
CVS Health is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about CVS Health. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Coinbase Global, Inc. (COIN - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this company have returned +20.4%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Financial - Miscellaneous Services industry, which Coinbase Global falls in, has gained 3.8%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Coinbase Global is expected to post a loss of $0.21 per share, indicating a change of -114.6% from the year-ago quarter. The Zacks Consensus Estimate has changed +4.9% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of -$0.39 points to a change of -109.7% from the prior year. Over the last 30 days, this estimate has changed +6.1%.
For the next fiscal year, the consensus earnings estimate of $2.85 indicates a change of +830% from what Coinbase Global is expected to report a year ago. Over the past month, the estimate has changed +1.8%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for Coinbase Global.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Coinbase Global, the consensus sales estimate of $1.11 billion for the current quarter points to a year-over-year change of -40.5%. The $5.14 billion and $6.3 billion estimates for the current and next fiscal years indicate changes of -28.4% and +22.5%, respectively.
Last Reported Results and Surprise HistoryCoinbase Global reported revenues of $1.22 billion in the last reported quarter, representing a year-over-year change of -18.5%. EPS of -$0.39 for the same period compares with $0.12 a year ago.
Compared to the Zacks Consensus Estimate of $1.3 billion, the reported revenues represent a surprise of -5.81%. The EPS surprise was -378.57%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates just once over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Coinbase Global is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Coinbase Global. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
, /PRNewswire/ -- For the four weeks ending August 22, 2026, U.S. private employers added an average of 12,000 jobs per week, according to the NER Pulse, a weekly update of the monthly ADP National Employment Report (NER).
Hiring accelerated week over week. These numbers are preliminary and could change as new data is added.
ADP Research Week ending
Change
(Four-week moving
average, seasonally
adjusted)
8/22/2026
12,000
8/15/2026
10,000
8/8/2026
11,750
8/1/2026
9,500
7/25/2026
8,250
7/18/2026
11,000
7/11/2026
14,500
7/4/2026
16,250
6/27/2026
19,750
6/20/2026
21,000
6/13/2026
24,250
6/6/2026
30,750
The NER Pulse is an estimate of the week-over-week change in employment based on a four-week moving average. These estimates are based on ADP's finely tuned, high-frequency data. The data is seasonally adjusted and have a two-week lag to allow for more complete and accurate estimates of real-time employment trends.
Beginning with today's release, the NER Pulse incorporates first-quarter QCEW data issued by the Bureau of Labor Statistics on August 28, 2026.
The NER Pulse, including 12 weeks of historical data, publishes every Tuesday at 8:15 a.m. ET, except weeks when ADP Research publishes the monthly National Employment Report which is built on a reference week that includes the 12th day of the month. The press release is available Tuesdays at 8:15 a.m. ET in the ADP Media Center. The NER Pulse is also available shortly after 8:15 a.m. ET on release days at ADP Research and in Main Street Macro.
The next NER Pulse will be released September 15, 2026. For upcoming release dates please refer to the calendar on the NER website.
The ADP National Employment Report and the NER Pulse are produced by ADP Research in collaboration with the Stanford Digital Economy Lab.
About ADP Research
The mission of ADP Research is to make the future of work more productive through data-driven discovery. Companies, workers, and policy makers rely on our finely tuned data and unique perspective to make informed decisions that impact workplaces around the world.
To subscribe to monthly email alerts or obtain additional information about ADP Research, including employment and pay data, methodology, and a calendar of release dates, please visit https://www.adpresearch.com.
About ADP (NASDAQ: ADP)
ADP has been shaping the world of work with innovation and expertise for more than 75 years. As a global leader in HR and payroll solutions, ADP continuously works to solve business challenges for our clients and their workers, from simple, easy-to-use tools for small businesses to fully integrated platforms for global enterprises – and everything in between. Always Designing for People means we're focused on just that – people. We use our unmatched AI-driven insights and proven expertise to design innovative solutions that help people achieve greater success at work. More than 1.1 million clients across 140+ countries rely on ADP's exceptional service to support their people and drive their business forward. HR, Talent, Time Management, Benefits, Compliance, and Payroll. Learn more at ADP.com.
ADP, the ADP logo, and Always Designing for People, ADP National Employment Report, and ADP Research are registered trademarks of ADP, Inc. All other marks are the property of their respective owners.
Strategy (MSTR - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this business software company have returned +42.1% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Financial - Miscellaneous Services industry, to which Strategy belongs, has gained 3.8% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Strategy is expected to post earnings of $21.49 per share for the current quarter, representing a year-over-year change of +155.2%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.1%.
The consensus earnings estimate of -$23.74 for the current fiscal year indicates a year-over-year change of -55.9%. This estimate has changed -2.4% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $17.9 indicates a change of +175.4% from what Strategy is expected to report a year ago. Over the past month, the estimate has changed +0.2%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Strategy is rated Zacks Rank #5 (Strong Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Strategy, the consensus sales estimate for the current quarter of $130.4 million indicates a year-over-year change of +1.3%. For the current and next fiscal years, $503.53 million and $512.1 million estimates indicate +5.5% and +1.7% changes, respectively.
Last Reported Results and Surprise HistoryStrategy reported revenues of $122.37 million in the last reported quarter, representing a year-over-year change of +6.9%. EPS of -$24.45 for the same period compares with $32.6 a year ago.
Compared to the Zacks Consensus Estimate of $126.95 million, the reported revenues represent a surprise of -3.61%. The EPS surprise was -146.98%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates two times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Strategy is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Strategy. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AGNC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for me or someone else, it may not be the correct investment for you.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Chubb (CB - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this insurer have returned -3%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Insurance - Property and Casualty industry, which Chubb falls in, has lost 2.6%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Chubb is expected to post earnings of $6.22 per share for the current quarter, representing a year-over-year change of -17%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.6%.
The consensus earnings estimate of $27.35 for the current fiscal year indicates a year-over-year change of +10.3%. This estimate has changed +0.2% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $28.89 indicates a change of +5.6% from what Chubb is expected to report a year ago. Over the past month, the estimate has changed +0.6%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Chubb.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Chubb, the consensus sales estimate of $16.71 billion for the current quarter points to a year-over-year change of +3.6%. The $64.33 billion and $66.95 billion estimates for the current and next fiscal years indicate changes of +7.3% and +4.1%, respectively.
Last Reported Results and Surprise HistoryChubb reported revenues of $15.77 billion in the last reported quarter, representing a year-over-year change of +6.5%. EPS of $7.26 for the same period compares with $6.14 a year ago.
Compared to the Zacks Consensus Estimate of $15.9 billion, the reported revenues represent a surprise of -0.8%. The EPS surprise was +9.5%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Chubb is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Chubb. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Freeport-McMoRan (FCX - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Shares of this mining company have returned +11.3% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Mining - Non Ferrous industry, to which Freeport-McMoRan belongs, has gained 2.8% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Freeport-McMoRan is expected to post earnings of $0.73 per share for the current quarter, representing a year-over-year change of +46%. Over the last 30 days, the Zacks Consensus Estimate has changed +1.5%.
The consensus earnings estimate of $2.81 for the current fiscal year indicates a year-over-year change of +58.8%. This estimate has changed +1.9% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $3.77 indicates a change of +33.9% from what Freeport-McMoRan is expected to report a year ago. Over the past month, the estimate has changed +2.4%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Freeport-McMoRan.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Freeport-McMoRan, the consensus sales estimate for the current quarter of $7.07 billion indicates a year-over-year change of +1.4%. For the current and next fiscal years, $28.62 billion and $33.3 billion estimates indicate +10.5% and +16.3% changes, respectively.
Last Reported Results and Surprise HistoryFreeport-McMoRan reported revenues of $7.03 billion in the last reported quarter, representing a year-over-year change of -7.3%. EPS of $0.74 for the same period compares with $0.54 a year ago.
Compared to the Zacks Consensus Estimate of $6.47 billion, the reported revenues represent a surprise of +8.57%. The EPS surprise was +19.35%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Freeport-McMoRan is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Freeport-McMoRan. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Kroger and Macy's report earnings on back-to-back mornings, and both stocks look interesting right now for completely different reasons. Understanding which kind of story actually belongs in a retirement portfolio changes how you read both reports.
With Kroger (NYSE:KR | KR Price Prediction) and Macy’s (NYSE:M) both reporting before the open on consecutive mornings, but which one belongs in a long-duration income portfolio right now? Macy’s reports Thursday, September 10, 2026, and Kroger follows on Friday, September 11, 2026. Here’s the asymmetry: one has compounded for a decade and is temporarily on sale, the other just had its best year in memory but has structurally gone nowhere across ten years.
Volatility and the Long-Run Record Beta measures how a stock moves relative to the broader market. A reading above 1 implies bigger swings than the index, while below 1 implies smaller. Grocers historically sit well below 1 and department stores well above, which sets up the more important comparison: the horizon inversion.
Kroger closed at $57.20 on September 8, 2026, leaving the stock down 15.9% over the past year yet up 81.5% over ten years. Macy’s closed at $22.45 and is up 31.4% over the past year but down 36.7% across ten years. A long-term compounder having a poor year is a fundamentally different proposition than a structurally challenged retailer having a good one. For a retirement account measured in decades, that distinction is everything.
Winner: Kroger.
Capital Returns and Dividend Track Record Kroger’s quarterly dividend rose to $0.39 with the August 14, 2026, ex-date, up from $0.35 earlier in the year and $0.105 in mid-2016. The trailing 12-month payout stands at $1.44, with a forward annualized figure of $1.56. Buybacks reinforce the picture: a $2 billion authorization from December 2025, with $213 million repurchased in Q1.
Macy’s raised its quarterly dividend 5% in February 2026 to $0.1915 and has roughly $1.1 billion left on its buyback authorization, with $50 million repurchased in Q1. Real capital returns, but a shorter track record and a payout tied to a fleet still being reimagined.
Winner: Kroger.
Setup Into the Report Macy’s raised its FY2026 outlook last quarter to net sales of $21.5 billion to $21.75 billion, comparable sales of +0.5% to +1.2%, and adjusted diluted EPS of $2.00 to $2.20, on the strength of its ninth straight EPS beat and Bloomingdale’s comps of +10.2%. Kroger reaffirmed adjusted EPS of $5.10 to $5.30 and free cash flow of $2.7 billion to $2.9 billion, though its Q1 adjusted EPS of $1.58 missed estimates by less than a cent, snapping a four-quarter beat streak. New CEO Greg Foran said on the call, “Taking costs out of this business is not optional. It’s the starting point for everything else we want to do.”
Kroger’s report also arrives with an acquisition and antitrust overhang that carries real weight for integration commentary and regulatory posture. Macy’s release, by contrast, is a progress check on the Bold New Chapter reset.
Winner: Kroger, on report significance and durability of guidance.
Verdict: Kroger for the Long Haul For the retirement-focused investor, Kroger is the more attractive option. A decade of compounding, a dividend rising every year since 2016, defensive grocery cash flows, and a stock trading well below its one-year high combine to create a higher-quality entry point (the same never-sell-the-shares logic we laid out in a free dividend ladder guide here: Never Touch the Principal). Macy’s deserves credit for genuine execution under Tony Spring, including nine straight EPS beats and the strongest Q1 comps in four years, but department-store economics do not compound the way groceries do.
The single biggest risk to owning Kroger is an adverse regulatory or litigation outcome tied to its acquisition activity, which could sap the cost-out thesis Foran is selling.
Items to keep an eye on in the two releases:
Kroger’s FY2026 EPS and free-cash-flow guidance, plus any pricing-investment commentary tied to the October 20, 2026, investor update. Macy’s second-half comp trajectory and the tariff-related gross-margin impact of 20 to 40 basis points. Any update on regulatory posture around Kroger’s deal activity. Contact [email protected] for any questions or corrections.
Expanded partnership with Magnite brings Telly's Home Screen Ads to programmatic buyers including The Trade Desk and Teads, introducing a new era of persistent, context-aware television advertising.
LOS ANGELES--(BUSINESS WIRE)--Telly, the smartest TV ever built and offered at the revolutionary price of free, today announced the expansion of its partnership with Magnite (NASDAQ: MGNI), the largest independent sell-side advertising company. For the first time, advertisers can buy Telly's Home Screen ads programmatically through Magnite. Building on Telly's use of Magnite's SpringServe as its primary ad server, the expanded partnership now enables Home Screen campaigns to be activated and delivered through the same platform, bringing together premium CTV inventory, content intelligence and breakthrough extended-duration creative. Built on the IAB's Native Tile ad standard, Telly's persistent Home Screen Ads are always-visible placements that live alongside the viewing experience within Telly’s integrated second smart screen - not inside the traditional commercial break.
Instead of appearing only during commercial breaks, Telly's Home Screen ads remain visible while audiences are actively engaged with the content they came to watch. Every campaign delivers 100% share of voice and 100% viewability for its guaranteed 30 second standard duration, with advertisers able to extend campaigns in 30-second increments based on the targeting objectives that include contextual adjacency, co-viewing and audience insights.
As part of the launch, Telly is introducing new duration-based programmatic marketplaces through Magnite, including a first-of-its-kind Five-Minute Private Marketplace (PMP) that combines guaranteed five-minute brand presence with premium content signals such as live sports, movies, gaming and comedy.
"The future of television advertising isn't replacing the commercial break, it's expanding what television advertising can be," said Mike Shehan, Chief Revenue Officer of Telly. “The most engaging brand experiences don't interrupt what consumers love, they become part of it. Telly combines interactive display, premium video and content intelligence to help brands stay present throughout the viewing experience, and together with Magnite we're making those experiences available programmatically for the first time."
Unlike traditional television advertising, Telly's extended duration Home Screen ads combine three advantages no other CTV format delivers together:
Greater Discovery. Extended duration gives consumers more time to discover, explore and engage with brands. Deeper Consideration. Longer exposure builds familiarity that drives stronger business outcomes. Presence During Every Moment That Matters. Persistent Tiles keep brands visible while viewers are engaged with content—not just during commercial breaks. The announcement follows campaign results demonstrating that duration changes outcomes.
Streaming Subscription Campaign: For a major entertainment brand, five-minute campaigns generated 5X more app opens than 30-second campaigns. More importantly, those incremental visitors were significantly more valuable. Consumers exposed to the five-minute campaigns were 22% more likely to convert into paying subscribers after opening the app. National QSR Campaign: A two-minute Home Screen campaign delivered nearly 5X higher engagement than a traditional 30-second television campaign. Across both campaigns and categories, the conclusion was clear: more time doesn't simply increase awareness, it changes consumer behavior.
Through Magnite, advertisers can now activate Telly campaigns programmatically while combining persistent Home Screen ads with content intelligence targeting and extended-duration creative.
"Our partnership with Telly introduces a new opportunity to move beyond the traditional commercial break," said Mike Laband, Group SVP, Revenue at Magnite. "Telly has created a truly differentiated, CTV-native advertising experience. By combining premium content signals with persistent, non-disruptive Home Screen creative enabled through Magnite's technology, we're giving buyers access to a unique advertising opportunity that feels native to streaming while helping consumers stay present throughout the viewing experience."
Major buyers from across the industry have also signed on to Telly’s programmatic home screen marketplace including The Trade Desk and Teads.
"CTV has given advertisers precision and scale to buy premium content on the largest screen in the home, and with Telly's Home Screen inventory, that scale just got significantly larger," said Taylor Ash, Vice President of Inventory Development at The Trade Desk. "The Home Screen is the launch point for every viewer's digital media experience – streaming TV, music, gaming and more. This is key inventory for every media plan."
“Advertisers are looking for innovative ways to build sustained consumer connection beyond standard ad breaks,” said Simon Klein, SVP, Commercial Strategy, CTV at Teads. “By bringing Telly’s persistent HomeScreen formats into Teads’ programmatic platform via Magnite, we’re enabling brands and agencies to pair high-impact, extended-duration creative with the targeting precision, omnichannel scale, and buying efficiency they rely on from Teads. We are thrilled to be leading the market as an initial DSP partner in unlocking this next-generation CTV capability.”
"Advertisers no longer have to choose between the scale and efficiency of programmatic buying and breakthrough creative experiences," Shehan added. "With Telly, they can have both."
About Telly
Telly is the smartest TV ever built—offered at the revolutionary price of free. Reserve yours today at www.telly.com and see why the living room will never be the same.
Buy put spreads on Plug Power (e.g., buy the $2.00 put and sell the $1.50 put, expiries 1–3 months). This targets the bearish technical path in the article (break below $1.87, then $1.50) while limiting cost versus outright puts. Rising short interest supports downside momentum if the $1.87 support fails.
Key Risk: The stock holds $1.87 and reclaims the 50-day moving average on turnaround headlines, making the puts decay quickly.
PLUG short
Sell short Plug Power (PLUG). The stock is in a bearish flag/ascending channel, below the 50-day moving average with PPO under neutral, and short interest is rising to ~20–23% despite a turnaround. The article also flags dilution risk: shares have surged to ~1.39B from 1.12B, and investors are shorting specifically because they expect continued dilution. Technicals point to a breakdown: likely move toward $1.87, then $1.50.
Key Risk: A clear profitability/dilution break—e.g., a financing plan that stops share issuance and shows sustained cash-flow improvement—causing a sharp squeeze and reversal above the $1.87–$2.26 range.
Plug Power stock has traded largely sideways in recent weeks, but remains firmly in bear-market territory after falling 47% from its May high. The shares were trading at $2.26, giving the company a market capitalization of roughly $3 billion, while short interest has climbed to 20% despite ongoing efforts to execute a turnaround.
American investors are still shorting Plug Power, the leading player in hydrogen energy, despite its ongoing turnaround efforts. Benzinga data shows that the short interest has jumped to 23.46%, while a separate report by Seeking Alpha shows that it has 20%.
The increased shorting is happening even as the company’s turnaround continues. Its last earnings report showed that its revenue rose modestly in the last quarter. It made $178 million in the second quarter from $173 million in the same period last year.
The revenue increase brought its six-month revenue to $341 million from $307 million in the same period last year. This revenue is a demonstration that its business continues seeing strong demand from companies like Amazon and Walmart.
Most of this growth was driven by its services performed on fuel cells, which soared to $29.8 million from the $16.3 million it made in the same period last year. This division made over $51 million in the first six months of the year.
Plug Power’s power purchase agreements made over $26 million, while the fuel delivered to customers hit over $39 million. This growth was offset by a significant decline in the sales of equipment, which dropped to $81.8 million.
Most importantly, the company is working on boosting its profitability. Its net loss in the second quarter narrowed to $190 million mostly because of the change in fair value of convertible debt instruments. It also spent over $16 million in interest payments during the quarter.
The short selling is, therefore, a sign that investors believe that the company will continue its dilution. Plug Power’s outstanding shares have soared to over 1.39 million billion from 1.12 million in the same period last year. The company had over 577 million in 2022.
On the positive side, analysts believe that its revenue will continue to grow in the foreseeable future. Its annual revenue is expected to grow by 15.3% to $819 million, followed by $968 million next year.
PLUG stock chart | Source: TradingView
The daily chart shows that the PLUG has remained inside a narrow range in the past few days. It was trading at $2.26, down sharply from a high of $4.31 in June this year.
The stock has formed an ascending channel, which is part of a bearish flag pattern. This pattern often leads to a bearish breakout. It has remained below the 50-day moving average, while the Percentage Price Oscillator (PPO) has moved below the neutral level.
Therefore, the stock will likely have a bearish breakout, potentially to the key support level of $1.87. A move below that level will point to more downside, potentially to $1.50.
MONTREAL, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Tracy Robinson, President and Chief Executive Officer of CN (TSX: CNR) (NYSE: CNI), will address the Morgan Stanley’s 14th Annual Laguna Conference on September 16, 2026, starting at 10:00 a.m. Eastern Time.
CN will provide a live webcast via the Investors section of its website at www.cn.ca/investors. A replay of the webcast will be available following the event.
About CN
CN powers the economy by safely transporting more than 300 million tons of natural resources, manufactured products, and finished goods throughout North America every year for its customers. With its nearly 20,000-mile rail network and related transportation services, CN connects Canada’s Eastern and Western coasts with the U.S. Midwest and the U.S. Gulf Coast, contributing to sustainable trade and the prosperity of the communities in which it operates since 1919.
While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.
The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock alive.
Our "Recent Price Strength" screen, which is created on a unique short-term trading strategy, could be pretty useful in this regard. This predefined screen makes it really easy to shortlist the stocks that have enough fundamental strength to maintain their recent uptrend. Also, the screen passes only the stocks that are trading in the upper portion of their 52-week high-low range, which is usually an indicator of bullishness.
Geo Group (GEO - Free Report) is one of the several suitable candidates that passed through the screen. Here are the key reasons why it could be a profitable bet for "trend" investors.
A solid price increase over a period of 12 weeks reflects investors' continued willingness to pay more for the potential upside in a stock. GEO is quite a good fit in this regard, gaining 11.9% over this period.
However, it's not enough to look at the price change for around three months, as it doesn't reflect any trend reversal that might have happened in a shorter time frame. It's important for a potential winner to maintain the price trend. A price increase of 0.9% over the past four weeks ensures that the trend is still in place for the stock of this private prison operator.
Moreover, GEO is currently trading at 94.6% of its 52-week High-Low Range, hinting that it can be on the verge of a breakout.
Looking at the fundamentals, the stock currently carries a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than the 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises -- the key factors that impact a stock's near-term price movements.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Another factor that confirms the company's fundamental strength is its Average Broker Recommendation of #1 (Strong Buy). This indicates that the brokerage community is highly optimistic about the stock's near-term price performance.
So, the price trend in GEO may not reverse anytime soon.
In addition to GEO, there are several other stocks that currently pass through our "Recent Price Strength" screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.
This is not the only screen that could help you find your next winning stock pick. Based on your personal investing style, you may choose from over 45 Zacks Premium Screens that are strategically created to beat the market.
However, keep in mind that the key to a successful stock-picking strategy is to ensure that it produced profitable results in the past. You could easily do that with the help of the Zacks Research Wizard. In addition to allowing you to backtest the effectiveness of your strategy, the program comes loaded with some of our most successful stock-picking strategies.
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The Trade Desk (TTD - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this digital-advertising platform operator have returned +3.4% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Internet - Services industry, to which The Trade Desk belongs, has lost 4.7% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, The Trade Desk is expected to post earnings of $0.26 per share, indicating a change of -42.2% from the year-ago quarter. The Zacks Consensus Estimate has changed -31.6% over the last 30 days.
The consensus earnings estimate of $1.22 for the current fiscal year indicates a year-over-year change of -31.1%. This estimate has changed -23.2% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $1.22 indicates a change of -0.1% from what The Trade Desk is expected to report a year ago. Over the past month, the estimate has changed -15.1%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, The Trade Desk is rated Zacks Rank #4 (Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For The Trade Desk, the consensus sales estimate for the current quarter of $650.67 million indicates a year-over-year change of -12%. For the current and next fiscal years, $2.86 billion and $2.83 billion estimates indicate -1.4% and -0.9% changes, respectively.
Last Reported Results and Surprise HistoryThe Trade Desk reported revenues of $715.06 million in the last reported quarter, representing a year-over-year change of +3%. EPS of $0.34 for the same period compares with $0.41 a year ago.
Compared to the Zacks Consensus Estimate of $751.58 million, the reported revenues represent a surprise of -4.86%. The EPS surprise was -17.07%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates three times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
The Trade Desk is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about The Trade Desk. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
, /PRNewswire/ -- Berger Montague, a leading national plaintiffs' law firm, announces a class action lawsuit against Pentair plc (NYSE: PNR) ("Pentair" or the "Company") on behalf of investors who purchased or acquired Pentair securities during the period from March 11, 2025 through July 14, 2026 (the "Class Period").
Q&A
What is this lawsuit about?
According to the complaint, between March 11, 2025 and July 14, 2026, Pentair and certain executives failed to disclose that: (1) there was significant destocking of inventory in the Pool channel; and (2) as a result, the Company's sales and operating income were adversely affected. The truth allegedly began to emerge on July 14, 2026, after the market closed, when Pentair announced preliminary second quarter 2026 financial results, disclosing that Pool channel destocking had reduced Pool segment sales by approximately $170 million and Pool segment income by approximately $105 million. As a result, second quarter 2026 sales were expected to be down 17 percent versus the prior guide of approximately 1 percent growth, and full year 2026 sales were expected to be down approximately 4 percent to 7 percent versus the prior guide of up 2 percent to 4 percent. Pentair also announced the immediate departure of its Chief Financial Officer. On this news, Pentair's stock price fell $11.35, or 15%, to close at $64.33 per share on July 15, 2026, on unusually heavy trading volume.
Who is Pentair?
Pentair plc, headquartered in London, describes itself as a leader in helping the world sustainably move, improve, and enjoy water. The Company operates through three segments: Flow, Water Solutions, and Pool. The Pool segment designing and selling residential and commercial pool equipment, including pumps, filters, heaters, and automatic controls.
What do I need to do?
Investor Deadline: Investors who purchased or acquired Pentair securities during the Class Period may, no later than October 2, 2026, seek to be appointed as a lead plaintiff representative of the class.
To learn more or discuss your rights, contact Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015 or Caitlin Adorni at [email protected] or (267) 764-4865 or visit our website.
About Berger Montague
Berger Montague is one of the nation's preeminent law firms focusing on complex civil litigation, class actions, and mass torts in federal and state courts throughout the United States. With more than $2.4 billion in 2025 post-trial judgments alone, the Firm is a leader in the fields of complex litigation, antitrust, consumer protection, defective products, environmental law, employment law, securities, and whistleblower cases, among many other practice areas. For over 55 years, Berger Montague has played leading roles in precedent-setting cases and has recovered over $50 billion for its clients and the classes they have represented. Berger Montague is headquartered in Philadelphia and has offices in Chicago; Malvern, PA; Minneapolis; San Diego; San Francisco; Toronto, Canada; Washington, D.C., and Wilmington, DE.
For more information or to discuss your rights, please contact:
Andrew Abramowitz
Berger Montague
(215) 875-3015
[email protected]
NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Pentair plc (“Pentair” or the “Company”) (NYSE: PNR) on behalf of investors that purchased or otherwise acquired Pentair securities between April 28, 2026 and July 14, 2026 (the “Class Period”).
CLICK HERE TO JOIN THE CASE
If you are an investor in Pentair and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than October 2, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
The complaint alleges that on July 14, 2026, after the market closed, Pentair released its preliminary second quarter 2026 financial results, disclosing that “the [C]ompany estimates that the destocking of inventory in the Pool channel negatively impacted Pool segment sales by approximately $170 million and Pool segment income by approximately $105 million.” The Company also announced the departure of its Chief Financial Officer, effective immediately. On July 15, 2026, Pentair’s stock price fell $11.35, or 15%, to close at $64.33 per share.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
If you have any questions about this Notice, your rights, or your interests, please contact:
CONTACT:
Pamela A. Mayer
KAPLAN FOX & KILSHEIMER LLP
800 Third Avenue, 38th Floor
New York, New York 10022
(646) 315-9003 [email protected]
Laurence D. King
KAPLAN FOX & KILSHEIMER LLP
1999 Harrison Street, Suite 1501
Oakland, California 94612
(415) 772-4704 [email protected]
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
Allegations focus on the personal accountability of Pentair's Chief Executive Officer and former Chief Financial Officer, following the alleged omission of significant Pool channel destocking before PNR shares fell $11.35 in a single session.
, /PRNewswire/ -- Levi & Korsinsky, LLP alerts investors in Pentair plc (NYSE: PNR) that a securities class action has been filed naming Chief Executive Officer John L. Stauch and former Chief Financial Officer Nicholas J. Brazis as individual defendants, on behalf of shareholders who purchased securities between April 28, 2026 and July 14, 2026. Find out if you are eligible to recover losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
PNR closed at a Class Period high of $82.86 on April 28, 2026. Following the July 14, 2026 after-hours announcement, shares closed $64.33 on unusually heavy volume. The window to apply for lead plaintiff closes on October 2, 2026.
The Named Individual Defendants
Stauch served as Chief Executive Officer throughout the Class Period. Brazis served as Chief Financial Officer until his departure on July 10, 2026, disclosed four days later alongside the revised guidance. The complaint charges that both held the power and authority to control the content of Pentair's SEC reports, press releases, and presentations to analysts and institutional investors.
Alleged Control Person Liability
The pleading asserts that the individual defendants are liable under Section 20(a) of the Securities Exchange Act of 1934 for the following:
Control over the April 28, 2026 earnings release projecting full year 2026 sales up approximately 2 to 4 percent and adjusted EPS of $5.30 to $5.40 Control over the Form 10-Q for the period ended March 31, 2026, including its inventory disclosures Receipt of internal budgets, plans, projections, and reports reflecting channel conditions in the Pool segment Authority to prevent issuance of the challenged statements or cause them to be corrected Direct and supervisory involvement in day-to-day operations of a segment that accounted for roughly 37% of fiscal 2025 net sales and 46% of reportable income Sarbanes-Oxley Certification Obligations
As averred, senior officers who sign Sections 302 and 906 certifications attest personally to the accuracy and completeness of the periodic reports they submit. The complaint charges that the certified filings omitted significant destocking of inventory in the Pool channel, which Pentair later estimated reduced Pool segment sales by approximately $170 million and Pool segment income by approximately $105 million in the second quarter alone.
"Corporate officers have a duty to ensure their companies' public statements are accurate and complete. Here, the complaint alleges that guidance affirmed in April was issued without disclosing destocking that the Company would later quantify at approximately $250 million in full year Pool segment sales." -- Joseph E. Levi, Esq.
Submit your claim before the deadline or call (212) 363-7500.
Levi & Korsinsky, LLP | Top 50 Securities Firm | (212) 363-7500 | www.zlk.com | Attorney Advertising. Prior results do not guarantee similar outcomes.
Frequently Asked Questions About the PNR Lawsuit
Q: Who are the defendants named in the PNR lawsuit? A: The complaint names Pentair plc and individual defendants including senior executives who signed SEC filings, made public statements, or certified financial disclosures under Sarbanes-Oxley, specifically Chief Executive Officer John L. Stauch and former Chief Financial Officer Nicholas J. Brazis.
Q: What court was the PNR class action filed in? A: The case was filed in the United States District Court for the Southern District of New York, governed by the Private Securities Litigation Reform Act of 1995.
Q: What specific misstatements does the PNR lawsuit allege? A: The complaint alleges Pentair made materially false or misleading statements regarding inventory conditions in the Pool channel and full year 2026 financial guidance during the Class Period. When the Company disclosed preliminary second quarter results showing approximately $170 million of Pool segment sales impact and announced its CFO's departure, the stock price declined sharply.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What happens after I contact Levi & Korsinsky? A: An attorney will review your trading history at no cost and provide an initial assessment of your potential eligibility.
Q: What if I already sold my PNR shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.
Q: What does it cost me to participate? A: There is no upfront cost to contact the firm. Securities class actions are generally handled on a pure contingency basis. No upfront fees, no retainer, and no out-of-pocket costs. Any attorneys' fees and expenses awarded to class counsel are subject to court approval.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
Company's 30-plus-year commitment results in major milestone, surpassing $200 million in contributions for treatment and research
, /PRNewswire/ -- Aflac, a leading provider of supplemental health insurance and long-term supporter of families facing childhood cancer and blood disorders, is honoring National Childhood Cancer and Sickle Cell Disease Awareness Month by announcing that the company has surpassed the $200 million level of contributions to this cause. Primary supporter of the Aflac Cancer and Blood Disorders Center of Children's Healthcare of Atlanta, Aflac, its employees and its independent sales agents have been donating to the Center since 1995.
On Sept. 5, during National Childhood Cancer and Sickle Cell Disease Awareness Month, patients, families and staff from the Aflac Cancer and Blood Disorders Center of Children's Healthcare of Atlanta were honored at the Aflac Kickoff Game in Atlanta. Aflac recently surpassed $200 million in donations to help families facing childhood cancer and blood disorders. "Aflac's more than three-decade relationship with the Aflac Cancer and Blood Disorders Center has resulted in many incredible achievements, including the center's evolution into one of the nation's most advanced childhood cancer and sickle cell centers in America," Aflac Chairman and CEO Dan Amos said. "I could not be prouder of our company, our employees and our independent sales agents, who have contributed more than $131 million from their commission checks over the years. As a company whose mission is to help people when they need us most, I cannot think of a more appropriate cause than to help children cope with these terrible diseases."
To commemorate this milestone, the company has produced a video focusing on how childhood cancer treatment has evolved over the past 30 years, resulting in a current five-year survival rate of 85 percent.1 The video will appear on local television stations across the nation as well as on Aflac's social media channels.
As part of the activities around National Childhood Cancer and Sickle Cell Disease Awareness Month, Aflac sponsored the Aflac Kickoff Game that aired Sept. 5 on the ABC Network, signaling the start of the 2026 college football season. Now in its fourth year, the Aflac Kickoff Game's Kickoff for a Cause philanthropic initiative has generated more than $1.2 million to support children and families in the community. This year's theme, "More Than a Name, More Than a Game," demonstrated how Aflac's commitment extends beyond its name through its support of patients and caregivers at the Aflac Cancer and Blood Disorders Center of Children's Healthcare of Atlanta. As part of celebrating more than $200 million in contributions to the Center since 1995, Aflac hosted 200 current and former patients, family members and staff at the game between the Auburn University Tigers and the Baylor Bears at Mercedes-Benz Stadium and recognized them during the game with special in-stadium honors.
"The impact of the $200 million milestone for Aflac cannot be overstated for the children and families at the Aflac Cancer and Blood Disorders Center," said Shari Barkin, MD, MSHS, Pediatrician-in-Chief at Children's Healthcare of Atlanta and Chair of the Department of Pediatrics at Emory University. "Aflac has been an incredible partner for more than three decades, helping us to advance the treatment we provide our patients. Thanks in part to their incredible support, the Aflac Cancer and Blood Disorders Center is one of the leading pediatric cancer and blood disorders programs in the country, caring for more than 500 new cancer patients and more than 5,000 children with sickle cell disease, hemophilia and other blood disorders annually."
In keeping with its mission of support to pediatric cancer and blood disorders patients and siblings, the Aflac Childhood Cancer Foundation awarded 12 grants to Child Life programs across the country this month. Child Life programs help children and families cope with the emotional, developmental and psychological challenges of cancer treatment and hospitalization. In pediatric cancer centers, Child Life specialists help ensure that children can continue to learn, play, express emotions and maintain a sense of normalcy during intensive medical care. Ninety-five grants totaling $176,500 have been awarded since 2019.
This year's recipients are James and Connie Maynard Children's Hospital; WVU Medicine; Children's Miracle Network at KU Medical Center; Whip Pediatric Cancer; Seattle Children's Hospital; Phoenix Children's Hospital; Mayo Clinic Children's Hospital; Children's of Alabama; Good Samaritan University Hospital; Dell Children's Medical Center; Rady Children's Health of Orange County; and Upstate Golisano Children's Hospital.
September also marks the 10th anniversary of the Aflac Childhood Cancer Foundation's $6.2 million partnership with Children's Miracle Network, a nonprofit organization that raises funds for 170 children's hospitals across the United States and Canada, many of which have assisted in the distribution of My Special Aflac Duck® to children facing cancer and sickle cell disease. The award-winning robotic companion is designed to address psychosocial needs of pediatric patients by helping with communication, understanding treatment through medical play, and providing comfort and distraction through art, music and more. Nearly 50,000 children ages 3 and up across the U.S., Japan and Northern Ireland have received the cuddly companion free of charge since 2018.
ABOUT AFLAC INCORPORATED
Aflac Incorporated (NYSE: AFL), a Fortune 500 company, has helped provide financial protection and peace of mind for more than seven decades to millions of policyholders and customers through its subsidiaries in the U.S. and Japan. In the U.S., Aflac is the No. 1 provider of supplemental health insurance products.2 In Japan, Aflac Life Insurance Japan is the leading provider of cancer and medical insurance in terms of policies in force.3 The company takes pride in being there for its policyholders when they need us most, as well as being included in the World's Most Ethical Companies by Ethisphere for 20 consecutive years (2026) and Fortune's World's Most Admired Companies for 25 years (2026). In addition, the company became a signatory of the Principles for Responsible Investment (PRI) in 2021. To find out how to get help with expenses health insurance doesn't cover, get to know us at aflac.com or aflac.com/español. Investors may learn more about Aflac Incorporated and its commitment to corporate social responsibility and sustainability at investors.aflac.com under "Sustainability."
Frequently Asked Questions
Q: What does Aflac's $200 million milestone represent?
A: The milestone reflects more than three decades of support from Aflac, its employees and its independent sales agents for childhood cancer and blood disorder treatment, research, patient care and family support programs. Since 1995, these contributions have helped advance the work of the Aflac Cancer and Blood Disorders Center of Children's Healthcare of Atlanta and support initiatives benefiting pediatric patients and their families across the country.
Q: How does Aflac support children with cancer and sickle cell disease beyond financial contributions?
A: In addition to funding treatment, research and patient support programs, Aflac helps improve the patient experience through initiatives such as My Special Aflac Duck®, a robotic companion designed to provide comfort, encourage communication and support medical play for children facing cancer and sickle cell disease. Aflac also supports awareness campaigns, family-centered events, Child Life programs and partnerships with organizations such as Children's Miracle Network hospitals to help children and families throughout their treatment journey.
Q: Why does Aflac focus on childhood cancer and sickle cell disease?
A: Childhood cancer and sickle cell disease can have life-changing physical, emotional and financial impacts on children and their families. For decades, supporting these patients has been central to Aflac's commitment to helping people when they need it most. Through investments in treatment, research, Child Life programs, patient support initiatives and innovations such as My Special Aflac Duck®, Aflac works to improve outcomes and quality of life for children facing these serious illnesses while supporting the families who care for them.
1 Childhood Cancer | American Cancer Society ; Childhood Cancer Key Statistics | American Cancer Society, accessed August 31, 2026
2 LIMRA 2025 U.S. Supplemental Health Insurance Total Market Report
3 As of March 31, 2025, Aflac estimates based on company data
Media contact: Jon Sullivan, 706-763-4813 or [email protected]
Analyst and investor contact: David A. Young, 706-596-3264, 800-235-2667 or [email protected]
Aflac | Aflac New York | WWHQ | 1932 Wynnton Road | Columbus, GA 31999
Essex Property Trust, Inc. (ESS) delivered strong Q2 2026 results, beating Core FFO guidance and raising full-year Core FFO for the second consecutive quarter. ESS resolved its two largest litigation matters, removing a key risk overhang and improving its risk profile going forward. The company maintains a robust balance sheet, opportunistically repurchasing shares and redeploying capital into high-yield investments.
Wix.com (WIX - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this cloud-based web development company have returned +9% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Computers - IT Services industry, to which Wix.com belongs, has gained 4.6% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Wix.com is expected to post earnings of $1.40 per share for the current quarter, representing a year-over-year change of -16.7%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
For the current fiscal year, the consensus earnings estimate of $4.28 points to a change of -41.5% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $6.94 indicates a change of +62.2% from what Wix.com is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Wix.com.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Wix.com, the consensus sales estimate of $566.94 million for the current quarter points to a year-over-year change of +12.2%. The $2.26 billion and $2.51 billion estimates for the current and next fiscal years indicate changes of +13.3% and +11.3%, respectively.
Last Reported Results and Surprise HistoryWix.com reported revenues of $563.06 million in the last reported quarter, representing a year-over-year change of +14.9%. EPS of $1.39 for the same period compares with $2.28 a year ago.
Compared to the Zacks Consensus Estimate of $554.41 million, the reported revenues represent a surprise of +1.56%. The EPS surprise was +23.01%.
Over the last four quarters, Wix.com surpassed consensus EPS estimates three times. The company topped consensus revenue estimates two times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Wix.com is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Wix.com. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Wix's SEC filing language about competitive factors and comparable workflow solutions is under scrutiny after allegations that AI product gaps, Base44 costs, and developer customer losses were not adequately disclosed.
, /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Wix.com Ltd. (NASDAQ: WIX) that a class action has been filed on behalf of shareholders who purchased securities between February 19, 2025 and May 12, 2026. Submit your information now or call Joseph E. Levi, Esq. at (212) 363-7500.
WIX declined from over $180 in late May 2025 to close at $55.32 on May 13, 2026 following a series of corrective disclosures and corresponding stock drops. Lead plaintiff deadline: September 22, 2026.
The action challenges Wix's public statements and SEC filing language concerning competition, product breadth, functionality, integration of multiple solutions, and the Company's claimed ability to offer a comprehensive workflow solution for professional digital presence creation.
The complaint alleges those disclosures were materially misleading because Wix allegedly overstated the competitiveness and performance of its AI-powered products while understating the costs of developing and promoting those offerings, including costs tied to Base44.
Disclosure Gaps Alleged in Wix SEC Language
Wix's 2024 Form 20-F allegedly described an "industry-leading suite of AI-powered web creation tools." SEC filing language stated that competitive factors included simplicity, functionality, product breadth, integration, design quality, reliability, and brand reputation. The complaint challenges statements that Wix allegedly competed favorably because of its technology, product integration, customer relationships, and user base. Plaintiffs contend Wix allegedly failed to disclose that competing AI tools were attracting professional developer customers. The action asserts that Wix Harmony allegedly had "holes" and "missing capabilities" when professional users required faster workflow innovation. Regulatory Compliance Focus for WIX Investors
The complaint contends that Wix's risk and competition disclosures did not adequately describe then-existing pressures from AI product development costs, Base44-related compute and marketing expenses, and gaps in professional developer functionality.
"Generic risk factor language cannot substitute for disclosing specific, known problems that are already affecting a company's operations. Here, investors should review whether Wix's AI and competition disclosures, as alleged, fairly described the risks facing shareholders before the decline." -- Joseph E. Levi, Esq.
Find out if you might qualify to recover losses or call (212) 363-7500.
ABOUT THE FIRM — For over two decades, Levi & Korsinsky has represented shareholders in securities class actions. Ranked in ISS Top 50 for seven consecutive years. Investors who suffered losses have until September 22, 2026 to seek appointment as lead plaintiff.
Frequently Asked Questions About the WIX Lawsuit
Q: What is the WIX class action lawsuit about? A: A securities class action has been filed against Wix.com Ltd. (NASDAQ: WIX) alleging materially false and misleading statements between February 19, 2025 and May 12, 2026. The complaint alleges Wix overstated the competitiveness and performance of its AI-powered offerings while understating costs and product limitations.
Q: How much did WIX stock drop? A: WIX shares declined $29.40 on May 21, 2025, followed by allegedly related declines of $25.22, $2.37, $8.55, and $3.26 throughout the Class Period, with a final drop of $20.56 on May 13, 2026. Shares ultimately fell from a closing price of $181.74 on May 20, 2025 to just $55.32 on May 13, 2026.
Q: What specific misstatements does the WIX lawsuit allege? A: The complaint alleges Wix made materially false or misleading statements regarding its AI product competitiveness, Wix Harmony capabilities, Base44-related costs, and the strength of its professional developer business during the Class Period.
Q: What court was the WIX class action filed in? A: The case was filed in the United States District Court for the Northern District of Illinois and asserts claims under the federal securities laws.
Q: Who are the defendants named in the WIX lawsuit? A: The complaint names Wix.com Ltd. and individual defendants Avishai Abrahami, Lior Shemesh, and Nir Zohar, who are alleged to have made or controlled challenged public statements and filings.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the proposed class. Lead plaintiffs are typically investors with significant documented losses who can fairly represent other class members.
Q: What documents help evaluate WIX losses? A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, sale dates, and sale prices are useful for evaluating potential losses.
Q: What if I already sold my WIX shares, can I still recover losses? A: Yes. Eligibility is based on when shares were purchased and whether losses were suffered, not whether the shares are still held.
Q: What does it cost me to participate? A: There is no upfront cost. Securities class actions are generally handled on a contingency basis, and any attorneys' fees and expenses are subject to court approval.
CONTACT:\
Levi & Korsinsky, LLP\
Joseph E. Levi, Esq.\
Ed Korsinsky, Esq.\
33 Whitehall Street, 27th Floor\
New York, NY 10004\
[email protected]\
Tel: (212) 363-7500\
Fax: (212) 363-7171
Attorney Advertising. Prior results do not guarantee similar outcomes.
Key Takeaways FuelCell Energy posted a wider-than-expected Q3 loss as revenues fell 29.4% to $33 million.$17M of Fit Energy charges reflected inventory write-downs and losses on firm purchase commitments.FCEL's committed backlog rose 4.1% to $1.3B, while awarded capacity backlog reached $2.4B. FuelCell Energy (FCEL - Free Report) reported a fiscal third-quarter 2026 adjusted loss of 67 cents per share, narrowing 29.5% from the year-ago adjusted loss of 95 cents. Still, the loss was wider than the Zacks Consensus Estimate of 35 cents, resulting in a negative surprise of 91.4%. Revenues fell 29.4% year over year to $33 million and missed the $39 million consensus by 15.65%.
Lower Korean module deliveries and weaker generation output pressured sales, while $17 million of Fit Energy Phase 0 charges deepened the gross loss. Committed backlog rose 4.1% to $1.3 billion, while awarded capacity backlog totaled $2.4 billion.
FCEL Revenue Mix Declines Across BusinessesProduct revenues fell to $18 million from $26 million a year earlier, reflecting fewer module deliveries to South Korea as the Gyeonggi Green Energy repowering program neared completion. Service revenues declined to $2.4 million from $3.1 million.
Generation revenues dropped to $8.8 million from $12.4 million, principally due to lower output from the generation portfolio, including the 7.4-MW Groton project, which was offline for the quarter. Advanced Technologies revenues declined to $3.8 million from $5.3 million.
FuelCell Margins Absorb Fit Energy ChargesGross loss widened to $24.5 million from $5.1 million. The quarter included $17 million of charges related to the initial phase of a new data center equipment agreement with Fit Energy USA LP, a customer that contracted with FuelCell Energy for up to 380 MW of fuel cell systems. The charges reflected inventory write-downs and losses on firm purchase commitments because FuelCell’s current manufacturing costs exceeded the pricing set for the initial 30-MW order.
Operating expenses fell to $22.2 million from $90.2 million as the prior-year period included sizable impairment and restructuring charges. Loss from operations narrowed to $46.7 million from $95.4 million, although adjusted EBITDA worsened to negative $36.7 million from negative $16.4 million.
FCEL Builds Data Center BacklogFuelCell Energy’s agreement with Fit Energy USA LP covers up to 380 MW of fuel cell systems intended to provide baseload electricity for data center applications. The first 30-MW phase is a committed order, with deliveries expected to begin in the fiscal fourth quarter. Fit Energy can separately elect to proceed with another 350 MW across three additional phases.
After quarter-end, FCEL also signed a 75-MW capacity reservation for a planned Texas data center project. Fiscal 2026 proposals reached about 10 GW, with data centers representing roughly 97% of the third-quarter pipeline.
Peer activity underscores the intensity of the opportunity. Bloom Energy (BE - Free Report) reported $1.1 billion in second-quarter revenues and said all major U.S. hyperscalers plus more than a dozen neoclouds, AI labs and colocation operators had validated its power solutions. Plug Power (PLUG - Free Report) said it had tested a 3-MW backup system with Microsoft and is evaluating data center solutions combining electrolyzers and fuel cells.
FuelCell Ramps Torrington for ProfitabilityFuelCell operated at an annualized production rate of about 37.1 MW and is targeting 100 MW in October 2026. The broader Torrington expansion targets 500 MW of annualized capacity by June 2028 at an expected cost of $200 million to $275 million, with management describing the project as fully funded.
FCEL targets positive adjusted EBITDA in the fourth quarter of fiscal 2027, dependent on backlog conversion, customer delivery schedules and manufacturing cost reductions. The peer benchmarks are further along: Bloom Energy posted a 34.3% non-GAAP gross margin and $253 million of adjusted EBITDA in Q2, while Plug Power reached roughly breakeven gross margin and continues to target positive EBITDA in the fourth quarter of 2026.
FCEL Liquidity Supports Capacity ExpansionCash, cash equivalents and restricted cash totaled $737.3 million at July 31, 2026, including $658.1 million of unrestricted cash. During the quarter, FuelCell raised about $245.5 million in net proceeds from an underwritten stock offering and another $52.9 million through its open-market sale agreement.
The funding approach differs across the group. Bloom Energy expanded its Brookfield financing framework to $25 billion to support power projects, while Plug Power is pursuing more than $275 million through asset monetization and non-dilutive financing and had received $47 million from its initial program by its August earnings call. FCEL's balance sheet, meanwhile, was strengthened through equity issuance as it funds manufacturing expansion.
FuelCell Advances Global Technology ProjectsFuelCell completed the 42-module Gyeonggi Green Energy repowering program in South Korea during the quarter. It also delivered and installed the first two carbonate fuel cell carbon-capture modules at ExxonMobil's Rotterdam complex, moving the jointly developed technology into its first industrial-scale demonstration.
Management said the Rotterdam system is designed to capture more than 90% of carbon while producing power, thermal energy and hydrogen. The Rank #3 (Hold) company also signed an MOU with Siemens aimed at supporting faster, lower-cost deployment of commercial projects above 100 MW through integrated electrical balance-of-plant systems.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The program provides 40 participants with expert-led programming, peer connections and practical support to help them pursue what matters most to them FRAMINGHAM, Mass., Sept. 9, 2026 /PRNewswire/ -- Marshalls (NYSE: TJX) announced today that applications are now open for year three of The Marshalls Good Stuff Accelerator Program, a virtual, 12-month experience designed to help 40 participants turn their personal and professional ambitions into action.
