Toyota Donates $75,000 and Provides Students with Real-World Festival Experiences
, /PRNewswire/ -- Music has the power to inspire creativity, build confidence and strengthen communities. Through its continued partnership with Music Will, the nation's largest nonprofit music education program, Toyota is helping bring those opportunities to more students through a $75,000 donation and a series of unforgettable real-world experiences that connect them beyond the classroom.
Experience the full interactive Multichannel News Release here: https://www.multivu.com/conill_toyota/9419551-en-toyota-music-will-nonprofit-music-education-program-partnership
Toyota donated $75,000 to Music Will, expanding access to music education and giving students opportunities to attend and perform at festivals in Chicago, Los Angeles, and Philadelphia.
Local student band, Grupo Nueva Alianza, performed at the Toyota Music Den during the Sueños Music Festival in Chicago.
The John Marshall High School student rock band performed at the Toyota Music Den during the Head In The Clouds festival in Los Angeles.
Student performers, DJ Long Legs (Journi Phillips) and DJ Ken Roc (Kendall Rylander) performed at the Toyota Music Den during the Roots Picnic music festival in Philadelphia.
Local student band, Definition Chaos, performed on the Toyota Music Den stage during day four of Lollapalooza in Chicago.
Patches & Albo, a local student band from Chicago, performed on the Toyota Music Den stage during day two of Lollapalooza. This year, Toyota and Music Will partnered through the Driving Music Forward initiative, a purpose-driven program designed to support music education, uplift diverse voices and inspire the next generation of artists through authentic, real-world opportunities. The initiative brings together Toyota's music platform, nonprofit partnerships and festival activations under a unified effort focused on community impact through music.
"Organizations like Music Will demonstrate the powerful role music plays in education and community engagement," said Paul Doleshal, general manager, motorsports and sponsorships, Toyota. "Through this initiative, we're connecting purpose-driven storytelling with tangible action, creating opportunities that allow students to perform and grow. Whether it's a classroom experience or a performance on a festival stage, we are proud to support programs that make a measurable difference in young people's lives."
The $75,000 donation will support music education programs in communities connected to Music Will and Toyota's music activations, helping ensure students have access to the instruments, resources and opportunities needed to develop their talents. Toyota's partnership with Music Will extends beyond financial support by creating meaningful experiences that help students see what's possible through music.
"As we enter year two of our partnership, Toyota's continued commitment is making a profound impact on modern music programs in public school classrooms nationwide," said Janice Polizzotto, Chief Growth Officer, Music Will. "By pairing this ongoing support with once-in-a-lifetime, real-world festival opportunities, we're giving students an unforgettable platform for creativity, confidence, and self-expression. Together, we're helping youth thrive by showing them that their passion and potential truly matter."
Throughout the year, students participating in Music Will programs experienced some of the nation's biggest festivals, performing on the Toyota Music Den stage, including Sueños Music Festival in Chicago, Roots Picnic in Philadelphia, Lollapalooza in Chicago and Head In The Clouds in Los Angeles. These performances gave students invaluable exposure to live audiences and the unique experience of participating in nationally recognized music festivals.
By providing students the opportunity to showcase their talent, Toyota is helping bridge the gap between education and opportunity while celebrating the cultural expression that music makes possible. The initiative aligns with Toyota's broader commitment to creating positive community impact through programs that empower future generations and foster meaningful connections through shared experiences.
About Toyota
Toyota (NYSE:TM) has been a part of the cultural fabric in the North America for nearly 70 years, and is committed to advancing sustainable, next-generation mobility through our Toyota and Lexus brands, plus our nearly 1,800 dealerships.
Toyota directly employs nearly 64,000 people in North America who have contributed to the design, engineering, and assembly of more than 50 million cars and trucks at our 14 manufacturing plants. In 2025, Toyota's plant in North Carolina began to assemble automotive batteries for electrified vehicles.
For more information about Toyota, visit www.ToyotaNewsroom.com.
About Music Will
Music Will's mission is to transform lives by transforming music education. Through its innovative modern band curriculum, Music Will expands student participation in school music programs and helps drive long-term academic, social, and emotional growth. Since 2002, the organization has provided teacher training, curriculum, and instruments to over 6,000 schools across all 50 states, reaching more than 1.8 million students to date.
The program's roots go back to 1996, when a classroom teacher in East Palo Alto, CA, began offering free guitar lessons to his students to fill the gap left by the absence of a music program at his school. What started in one elementary classroom has since grown into a national movement, expanding to more than 1,000 school districts nationwide. By 2030, Music Will aims to reach 11 million students annually through its nationally scaled programming.
Media Contacts:
Sam Mahoney
Toyota Motor North America
980-900-8573
[email protected]
Delia López
Conill for Toyota
424-239-4078
[email protected]
Signet Jewelers just posted its sixth straight earnings beat and sent its stock soaring, but the company held its full-year sales guidance flat, leaving investors to decide whether the profit story alone justifies chasing a stock already up big on…
Shares of Signet Jewelers (NYSE:SIG | SIG Price Prediction) are surging Wednesday morning after the specialty jewelry retailer raised its full-year profit outlook and posted a sixth consecutive earnings beat, even as it held top-line guidance steady. The market is paying up for Signet’s margin and earnings power today.
Signet Jewelers stock is up 14% to $94.50 in early Wednesday trading, on pace for its best single session in more than a year and a clear sign that investors are rewarding profit leverage over sales momentum. Meanwhile, Tapestry (NYSE:TPR) stock is unchanged at $117.58, a useful counterpoint that frames today’s action as company-specific.
The SPDR S&P Retail ETF (NYSEARCA:XRT) is down 0.4% to $85.38, weighed by weakness across a broadly equal-weighted retail basket that Signet’s outsized single-name move can’t rescue. At the same time, the Consumer Discretionary Select Sector SPDR ETF (NYSEARCA:XLY) is down 0.75% to $113.16, providing another cue that sector flows aren’t powering today’s action in Signet Jewelers stock.
Earnings Beat and Raised Profit Outlook Signet Jewelers reported second-quarter adjusted earnings per share of $2.19, well above the $1.74 consensus. Revenue of $1.53 billion arrived in line with estimates, and Signet Jewelers said same-store sales grew 2.2% with positive comparable performance across every fine jewelry brand, including Kay Jewelers, Zales, Jared and Blue Nile.
Notably, Signet Jewelers raised its full-year adjusted EPS guidance to a range of $10.45 to $12.15, up from a prior band of $9.20 to $11, and lifted adjusted operating income guidance to $535 million to $605 million. The company maintained full-year sales guidance at $6.7 billion to $6.9 billion, while narrowing the same-store sales outlook to flat to up 2.5% year over year (YoY).
Signet’s gross margin expanded 80 basis points to 39.4%, helped by $15 million in tariff refunds that ran $13 million above internal expectations. Signet Jewelers also announced a $125 million accelerated share repurchase and expanded its total buyback authorization by $385 million to $700 million, per its 8-K filing.
A Company-Specific Setup Tapestry, the parent of Coach and Kate Spade, sits flat after guiding fiscal 2027 revenue to $8.4 billion to $8.5 billion and adjusted EPS to $7.80 to $7.90. Tapestry stock was down 7% year to date (YTD) through Tuesday’s close, reflecting a market that treats its steady outlook as durable but unexciting rather than a fresh catalyst.
Jewelry-adjacent peers are quiet on the session, as well. Brilliant Earth (NASDAQ:BRLT) remains a small-cap comparable trading well off its highs, while Movado Group (NYSE:MOV) has been the standout watch-and-jewelry name of the year, with Movado Group stock up 71% year to date through Tuesday’s close.
CEO J.K. Symancyk said Signet Jewelers “delivered another quarter of comp sales growth with a positive comp performance in all fine jewelry brands,” adding that the results included “high single-digit unit growth at higher price points.” The comment underscores where the margin story is coming from, since higher-ticket jewelry carries better mix economics than lower-price fashion pieces.
What to Watch Now The raised profit range leans on a holiday season still ahead of Signet Jewelers, so fourth-quarter execution across Kay Jewelers, Zales, Jared and Blue Nile carries particular weight. Investors can watch for whether merchandise-margin gains hold as gold prices and tariff dynamics continue to shift into the back half of the fiscal year, and whether the expanded buyback converts into meaningful per-share leverage.
Today’s move caps a strong recent stretch for Signet Jewelers stock, which was up 14% year to date through Tuesday’s close, so paying up here chases performance. The bull case rests on margin durability, a renewed Bread Financial consumer credit agreement through December 2035 and buyback support, while the bear case flags the maintained sales outlook and the fact that a large single-session move often front-runs the holiday quarter it depends on.
Investors weighing their SIG stock exposure should calibrate their holdings carefully given today’s gap against a maintained top-line guide. Share positions should reflect that a fresh entry at these levels is a bet on execution that Signet Jewelers still has to prove.
Contact [email protected] for any questions or corrections.
Key Takeaways ANF raised its fiscal 2026 sales, margin and earnings outlook amid broad-based sales growth. TLYS expects current-year earnings growth of more than 100%, as estimates improved over 100% in seven days.FIGS is expanding beyond core scrubs, with innovation and strong full-price selling supporting margin growth. The Shoes and Retail Apparel industry is benefiting from strong momentum in premiumization, performance innovation and digital expansion. The Zacks-defined Retail – Apparel and Shoes industry is currently within the top 26% of the Zacks Industry Rank. Since it is ranked in the top half of the Zacks Ranked Industries, we expect it to outperform the market over the next three to six months.
Growing consumer preference for functional, comfortable and durable products, supported by rising health awareness and active lifestyles, is fueling the demand for technical footwear, athleisure and versatile apparel. Advances in materials, cushioning, sustainability and customization are also strengthening brand differentiation and pricing power.
Here, we recommend five apparel and shoes stocks with a favorable Zacks Rank that have surged year to date. Investment in these stocks should be prudent for the rest of 2026. These stocks are: Abercrombie & Fitch Co. (ANF - Free Report) , Genesco Inc. (GCO - Free Report) , Tilly's Inc. (TLYS - Free Report) , Fossil Group Inc. (FOSL - Free Report) and FIGS Inc. (FIGS - Free Report) .
Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The chart below shows the price performance of our five picks year-to-date.
Image Source: Zacks Investment Research
Abercrombie & Fitch Co.Zacks Rank #1 Abercrombie & Fitch is benefiting from broad-based sales growth, better product acceptance and disciplined inventory management. Abercrombie brand momentum has strengthened, while Hollister remains supported by new channels, categories and back-to-school demand.
ANF raised its fiscal 2026 sales, margin and earnings outlook, and continued share repurchases underscore balance-sheet flexibility. Store expansion, digital investments and partnerships should support ANF’s longer-term growth.
Abercrombie & Fitch has an expected revenue and earnings growth rate of 4.6% and 12.7%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 5.1% in the last 30 days.
Genesco Inc.Zacks Rank #1 Genesco is a specialty retail and branded company that sells footwear and accessories in retail stores throughout the United States, Canada, the United Kingdom and the Republic of Ireland. GCO sells products principally under the brand names Journeys, Journeys Kidz, Little Burgundy, Schuh, Schuh Kids, and Johnston & Murphy.
GCO also offers products on various websites. In addition, GCO sells footwear at wholesale under its Johnston & Murphy brand, the licensed Levi's brand, the licensed Dockers brand, the licensed Bass brand, and other brands.
Genesco has an expected revenue and earnings growth rate of -0.1% and 67.1%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 4.4% over the last seven days.
Tilly's Inc.Zacks Rank #2 Tilly's is a specialty retailer in the action sports industry selling clothing, shoes and accessories. TLYS distributes T-shirts, sweatshirts, jackets, shorts, pants, jeans, sweaters, swimwear, shoes and accessories for men, women and kids through its website.
TLYS sells denim apparel and cologne for guys, boys and juniors and apparel, footwear and accessories for juniors and girls under RSQ, Full Tilt, Blue Crown and Infamous brand names. TLYS sells its merchandise through its stores and e-commerce website.
Tilly’s has an expected revenue and earnings growth rate of 6.6% and more than 100%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved more than 100% over the last seven days.
Fossil Group Inc.Zacks Rank #2 Fossil Group is involved in the design, marketing and distribution of consumer fashion accessories. FOSL’s product portfolio includes men's and women's watches, handbags, belts, small leather goods, jewelry, sunglasses, hats, gloves and scarves, jeans, outerwear, fashion tops and bottoms, T-shirts as well as optical frames.
FOSL operates in four different segments: the North America Wholesale segment, the Europe Wholesale segment, the Asia Pacific Wholesale segment and the Direct-to-Consumer segment.
FOSL serves the market through department stores, specialty retail stores, specialty watch and jeweler stores, retail and outlet stores, mass market stores, clothing stores as well as through its catalogs and website.
Fossil Group has an expected revenue and earnings growth rate of -4% and 96.7%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved more than 100% over the last 30 days.
FIGS Inc.Zacks Rank #2 FIGS is strengthening its growth profile through broad momentum across categories, geographies and channels, supported by resilient healthcare demand and brand engagement. FIGS’ product expansion beyond core scrubs is increasing share-of-wallet opportunities through adjacent apparel and footwear, while international markets are emerging as a long-term growth vector.
Continued fit and fabric innovation and collaborations are enhancing customer appeal and expanding the addressable market. Strong full-price selling, lower returns and operating leverage are supporting FIGS’ margin expansion. Effective inventory management and a solid cash position provide flexibility to reinvest in FIGS’ growth projects.
FIGS has an expected revenue and earnings growth rate of 18.2% and 89.5%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 38.5% over the last 60 days.
Rivian Automotive (RIVN +0.15%) has some big goals. It delivered 22,559 electric vehicles in the first half of 2026. To reach its full-year target, it must deliver another 42,400 to 47,400 vehicles in the second half.
This would require about 88% to 110% more deliveries than in the first half. Management also expects vehicle deliveries to be weighted toward the fourth quarter as R2 production ramps.
Let's see if Rivian can deliver.
Image source: Getty Images.
R2 needs a scale to become profitable Rivian began delivering the R2, an affordable mid-size SUV, to customers on June 9. However, R2 is currently hurting Rivian's profitability as production ramps. In Q2, Rivian recorded about $100 million of additional costs related to the launch. The company's automotive business posted a $36 million gross loss. Rivian expects higher R2 production and deliveries to help its automotive business reach positive gross profit by 2026's end.
Part of the $100 million in extra R2 costs is from temporary expenses such as faster shipping and higher payments to suppliers. Rivian expects costs to decline as production rises. Higher output should also help spread factory costs across more vehicles, improving profitability.
Rivian expects the cost of R2's materials and components to be about half that of R1, while other production costs should fall by more than 50%. This is based on Rivian's expected average vehicle costs at the end of 2027.
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The fourth quarter will be the real test for R2 Rivian's biggest near-term focus is getting suppliers ready for higher volumes. It started R2 production on one shift, while the second shift is not expected to add significant volume until the fourth quarter.
Rivian is also testing demand at the higher price end of the R2 lineup. The R2 Performance starts at $57,990, while the lower-priced $44,990 Standard model will not arrive until 2027.
The fourth quarter should show whether the R2 ramp is improving Rivian's economics. Deliveries need to rise sharply, but losses per vehicle also need to narrow. Otherwise, higher volumes alone will not make the ramp successful.
Manali Pradhan, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
StoneX analyst Mark Palmer initiated coverage on Robinhood Markets Inc (NASDAQ:HOOD) with a Buy rating and announced a price target of $170. Robinhood closed at $117.34 on Tuesday. See how other analysts view this stock. HC Wainwright & Co. analyst Swayampakula Ramakanth initiated coverage on TriSalus Life Sciences Inc (NASDAQ:TLSI) with a Buy rating and announced a price target of $11. TriSalus Life Sciences shares closed at $4.73 on Tuesday. See how other analysts view this stock. Needham analyst Chris Pierce initiated coverage on Kodiak AI Inc (NASDAQ:KDK) with a Buy rating and announced a price target of $8. Kodiak AI closed at $3.89 on Tuesday. See how other analysts view this stock. BMO Capital analyst Kelly Crago initiated coverage on Deckers Outdoor Corp (NYSE:DECK) with an Underperform rating and announced a price target of $70. Deckers Outdoor shares closed at $82.60 on Tuesday. See how other analysts view this stock. Cantor Fitzgerald analyst Yanni Souroutzidis initiated coverage on Sagimet Biosciences Inc (NASDAQ: SGMT) with an Overweight rating. Sagimet Biosciences closed at $10.71 on Tuesday. See how other analysts view this stock. Considering buying HOOD stock? Here’s what analysts think:
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Key Takeaways Robinhood began routing select football event contracts to OG.com's CFTC-regulated exchange on Sept. 8.HOOD generated $156 million in Q2 event contract revenues, up more than tenfold year over year.The Crypto.com deal adds another venue as football seasons and 2026 midterms could lift trading activity. Robinhood Markets (HOOD - Free Report) is stepping up its push into prediction markets through a collaboration with Crypto.com and its standalone prediction-markets platform, OG.com. Beginning Sept. 8, HOOD started routing select football event contracts to OG.com’s CFTC-regulated exchange and clearinghouse. As part of the agreement, HOOD will receive minority equity stakes in Crypto.com and OG.com, priced in line with Citadel Securities’ recent investment that valued Crypto.com Group at $20 billion.
The deal comes at an opportune time, as prediction markets have emerged as one of Robinhood’s fastest-growing businesses. In the second quarter of 2026, customers traded 13.6 billion event contracts, while World Cup-related activity alone exceeded 5 billion contracts. Through the first eight months of 2026, more than 30 billion contracts were traded, lifting cumulative volumes since launch to more than 45 billion.
The rapid volume growth is increasingly translating into meaningful revenues. HOOD generated $156 million in event contract revenues in the second quarter, up more than tenfold year over year and surpassing Robinhood’s quarterly equities revenues of $129 million and crypto revenues of $100 million. This highlights the growing importance of prediction markets to the company’s revenue mix.
The Crypto.com collaboration is expected to further aid growth by adding another execution venue alongside Kalshi, ForecastEx and Rothera. A broader network of exchanges can enhance liquidity, improve pricing and expand contract availability, potentially supporting higher customer engagement. The timing is also favorable, with the professional and college football seasons underway and the 2026 U.S. midterm elections approaching, two events that could generate significant trading activity.
Robinhood’s expanding exchange network, broader product suite and large retail base should support further growth in prediction markets. However, rising competition and regulatory uncertainty could temper the pace of expansion. While the Crypto.com deal strengthens HOOD’s liquidity and product breadth, sustained momentum will hinge on customer engagement and the evolving regulatory backdrop.
HOOD’s Competitors in the Prediction Markets BusinessRobinhood faces intensive competition from Interactive Brokers (IBKR - Free Report) and Coinbase Global (COIN - Free Report) in the prediction markets business.
Interactive Brokers has created a unified prediction-market interface spanning its ForecastEx platform, Kalshi and CME Group, with orders routed toward the best available net price. Interactive Brokers plans to add more exchanges and remains focused on economically relevant events such as elections, climate and macro indicators, while expanding weather offerings into hurricane-landfall and insurance-risk contracts.
Coinbase Global is scaling even faster. Its prediction-market contracts and revenues jumped 106% sequentially in the second quarter of 2026, pushing the business above $100 million in annualized revenues. Coinbase’s new crypto-binary experience drove roughly three times as many daily traders and four times the daily revenue versus May averages, while management plans to add combination trades.
HOOD’s Price Performance, Valuation & Estimate AnalysisOver the past three months, Robinhood’s shares have jumped 35.9% compared with the industry’s growth of 11.8%.
Image Source: Zacks Investment Research
HOOD shares are currently trading at a premium to the industry. The company has a 12-month trailing price-to-tangible book (P/TB) of 12.19X compared with the industry average of 3.38X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Robinhood’s 2026 earnings suggests a year-over-year increase of 2%. The trend is likely to continue next year, with earnings expected to jump 34.5%. In the past week, earnings estimates for 2026 and 2027 have been revised higher to $2.09 and $2.81 per share, respectively.
Image Source: Zacks Investment Research
HOOD currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today September 9th:
Valero Energy (VLO - Free Report) : This company, which is a multinational manufacturer and marketer of petroleum-based and low-carbon liquid transportation fuels and petrochemical products, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 32.6% over the last 60 days.
Valero Energy has a PEG ratio of 0.43 compared with 0.45 for the industry. The company possesses a Growth Score of A.
monday.com (MNDY - Free Report) : This company, which provides an open platform which democratizes the power of software so organizations can easily build software applications and work management tools to fit their every need, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 22.3% over the last 60 days.
monday.com has a PEG ratio of 0.80 compared with 2.98 for the industry. The company possesses a Growth Score of B.
BP (BP - Free Report) : This integrated energy company, which is engaged in the oil and gas business worldwide, carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 29.8% over the last 60 days.
BP has a PEG ratio of 0.57 compared with 0.73 for the industry. The company possesses a Growth Score of B.
See the full list of top ranked stocks here.
Learn more about the Growth score and how it is calculated here.
The Zacks Steel Producers industry faces headwinds from a muted demand environment. Sluggish demand in China amid weakness in the property market and softness in the residential construction and automotive markets are weighing on the industry.
Nevertheless, higher steel prices and a resilient commercial construction market augur well for the industry. Players from the space, such as ArcelorMittal S.A. (MT - Free Report) , Nucor Corporation (NUE - Free Report) , Steel Dynamics, Inc. (STLD - Free Report) and L.B. Foster Company (FSTR - Free Report) , are worth a look despite near-term headwinds.
About the Industry The Zacks Steel Producers industry serves a vast spectrum of end-use industries, such as automotive, construction, appliance, container, packaging, industrial machinery, mining equipment, transportation, and oil and gas, with various steel products. These products include hot-rolled and cold-rolled coils and sheets, hot-dipped and galvanized coils and sheets, reinforcing bars, billets and blooms, wire rods, strip mill plates, standard and line pipe, and mechanical tubing products. Steel is primarily produced using two methods — Blast Furnace and Electric Arc Furnace. It is regarded as the backbone of the manufacturing industry. The automotive and construction markets have historically been the largest consumers of steel. The housing and construction sector accounts for roughly half of the world’s total steel consumption.
What's Shaping the Future of the Steel Producers' Industry? Muted Demand in Certain Major Markets: Automotive is a significant market for steel producers. A slowdown in global automotive production curtailed steel consumption in this key end market last year. High interest rates, along with concerns over economic slowdown and tariffs, put pressure on the automotive market. Global automotive production remains depressed, with weakness in Europe and North America. High interest rates are affecting the automotive market. This, along with inflation and tariffs, is likely to put pressure on the automotive market in 2026. Residential construction, a key end market for steel, remains another area of weakness. The construction sector has experienced a slowdown in the United States due to high interest rates, dampening steel demand in this market. Elevated borrowing costs and inflation have weighed heavily on the residential construction industry. Manufacturing activities have also softened amid weaker demand for goods and higher borrowing costs, while recovery remains tepid. Nonetheless, order activity in the non-residential construction market remains strong, underscoring the inherent strength of this industry. Firm demand in non-residential construction is expected to continue in 2026, aided by sustained infrastructure spending.
Sluggishness in China a Concern: Steel demand in China, the world’s top consumer of the commodity, has softened due to a slowdown in the country’s economy, following a protracted property crisis and weak global demand. The real estate sector has taken a hard hit amid a decline in new home prices, property investment and housing sales. Notably, real estate accounts for roughly 40% of China's steel consumption. A slowdown in manufacturing activities has led to a contraction in demand for steel in China. The manufacturing sector has taken a beating due to weaker external demand for manufactured goods and a slowdown in infrastructure spending. China has also seen a slowdown in the construction sector. The sluggishness in these key steel-consuming sectors may hurt demand for steel over the short term.
Elevated Steel Prices Bode Well: U.S. steel prices recovered in the fourth quarter of 2025, following the lows seen in the third quarter, and the momentum continues so far this year. Overall demand weakness and abundant steel mill output dragged benchmark hot-rolled coil (“HRC”) prices below $800 per short ton in late August 2025 and continued through early September. HRC prices rebounded on major steel mills' price increases, extending lead times and tightening supply, partly due to plant outages and reduced imports driven by tariffs. The recovery, which has been more pronounced since November, has led to HRC prices surging to above $1,200 per short ton. Global steel prices have also increased due to supply constraints driven by China’s steel output reductions, as well as price hikes by steel mills amid higher raw material, energy and freight costs triggered by the Middle East conflict.
Zacks Industry Rank Indicates Downbeat Prospects The Zacks Steel Producers industry is part of the broader Zacks Basic Materials Sector. It carries a Zacks Industry Rank #160, which places it in the bottom 35% of more than 250 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all member stocks, indicates a bleak near-term. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Before we present a few stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock-market performance and valuation picture.
Industry Outperforms Sector and S&P 500 The Zacks Steel Producers industry has outperformed both the Zacks S&P 500 composite and the broader Zacks Basic Materials sector over the past year.
The industry has gained 79.2% over this period compared with the S&P 500’s rise of 19.1% and the broader sector’s increase of 27.8%.
One-Year Price Performance
Industry's Current Valuation On the basis of the trailing 12-month enterprise value-to EBITDA (EV/EBITDA) ratio, which is a commonly used multiple for valuing steel stocks, the industry is currently trading at 12.16X, below the S&P 500’s 20.09X and the sector’s 15.83X.
Over the past five years, the industry has traded as high as 13.88X, as low as 3.22X and at the median of 9.26X, as the chart below shows.
Enterprise Value/EBITDA (EV/EBITDA) Ratio
Enterprise Value/EBITDA (EV/EBITDA) Ratio
4 Steel Producer Stocks to Watch L.B. Foster: Pennsylvania-based L.B. Foster provides innovative solutions to rail, construction and energy markets to build and maintain their critical infrastructure. L.B. Foster is gaining from a favorable product mix and strategic transformation initiatives. Its business portfolio actions and profitability initiatives are driving results. The company is seeing strong bidding activities in its Rail segment, leading to an increase in backlog. FSTR is also seeing strong demand in its Precast Concrete business. Favorable order activities are expected to drive its performance. FSTR remains committed to its capital allocation priorities while investing in organic growth and acquisition opportunities.
L.B. Foster, carrying a Zacks Rank #2 (Buy), has expected earnings growth of 134.8% for 2026. It has a trailing four-quarter earnings surprise of roughly 19.9%, on average. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Price and Consensus: FSTR
ArcelorMittal: Luxembourg-based ArcelorMittal is among the leading integrated steel and mining companies globally. MT is expanding its steel-making capacity and focusing on shifting to high-added-value products. Its strategic expansion projects are expected to boost profitability and cash flows. MT is optimizing its decarbonization strategy to maintain competitiveness and profitability. The company is committed to returning shareholders’ value while maintaining a strong balance sheet. Its cost-improvement efforts are also expected to support margins.
ArcelorMittal currently carries a Zacks Rank #3 (Hold). The company beat the Zacks Consensus Estimate for earnings in three of the trailing four quarters. In this time frame, it has delivered an average earnings surprise of roughly 10%. MT has an expected earnings growth of 16.4% for 2026.
Price and Consensus: MT
Nucor: Charlotte, NC-based Nucor makes steel and steel products with operating facilities in the United States, Canada and Mexico. Nucor is expected to gain from the strength in the non-residential construction market. The company remains focused on achieving greater penetration in the automotive market. Nucor should also benefit from considerable market opportunities from its strategic investments in its most significant growth projects. NUE remains committed to boosting production capacity, which should drive growth and strengthen its position as a low-cost producer. Nucor is maximizing its returns to its shareholders by leveraging its strong balance sheet and cash flows.
Currently, Nucor carries a Zacks Rank #3. It has an expected earnings growth of 132.8% for 2026. The Zacks Consensus Estimate for NUE’s 2026 earnings has moved up 3.9% in the past 60 days.
Price and Consensus: NUE
Steel Dynamics: Based in Indiana, Steel Dynamics is a leading steel producer and metals recycler in the United States. Steel Dynamics' customer-focused approach, along with market diversification and low-cost operating platforms, positions it for future growth opportunities. The company should gain from its investments in beefing up capacity and upgrading facilities. STLD is currently executing several projects that should add to its capacity and boost profitability.
STLD is ramping up operations at its state-of-the-art electric arc furnace flat-rolled steel mill in Sinton, TX. The value-added flat-rolled steel coating lines, consisting of two paint lines and two galvanizing lines, also enhance the annual value-added flat-rolled steel capacity. The company is ramping up volumes from these lines, which are expected to provide earnings benefits.
Steel Dynamics carries a Zacks Rank #3 at present. The company outpaced the consensus estimate in three of the trailing four quarters. In this time frame, it has delivered an average earnings surprise of roughly 3%. STLD has an expected earnings growth of 114.5% for 2026.
PARIS, Sept. 09, 2026 (GLOBE NEWSWIRE) -- newcleo Ltd. (“newcleo” or the “Company”), a pioneer in advanced modular reactor (“AMR”) technology and nuclear fuel manufacturing, today announced the appointment of Jeffrey Lyash as Chairman of the Board of Directors, effective upon the close of the previously announced business combination with NewHold Investment Corp. III (NASDAQ: NHIC). The combined company is expected to be listed on the Nasdaq exchange under the ticker symbol “NWCL” following an anticipated transaction close in the second half of 2026.
Jeffrey Lyash has been appointed Chairman of the Board of Directors of newcleo
The Board of Directors and the leadership team would like to express its sincere appreciation to Andrea Ruben Levi for his leadership, dedication and valuable contribution during his tenure as Chairman. Under his stewardship, the Company has continued its growth trajectory, expanded into new geographies and progressed its journey towards becoming a publicly listed company, laying the foundations for its next phase of strategic development. Ruben will continue to serve as a director of the company and in his current role of Chair of the Compensation Committee.
Lyash brings more than 40 years of experience spanning engineering, procurement, construction, and operations across the power generation, transmission, and distribution sectors. He most recently served as President and Chief Executive Officer of the Tennessee Valley Authority (TVA), the nation’s largest public utility, where he oversaw generation from coal, nuclear, hydroelectric, natural gas, and renewable sources while driving significant improvements in operating efficiency. Prior to TVA, Lyash served as President and CEO of Ontario Power Generation, where he was responsible for $45 billion in assets and an 11,000-person workforce. He also served as President of Chicago Bridge & Iron’s Power Business Unit, leading engineering, procurement, and construction for multi-billion-dollar generation projects globally.
“Jeff is one of the most respected operators in American nuclear power, and his appointment as Chairman comes at a defining moment for newcleo as we scale our U.S. presence and advance toward closing the fuel cycle,” said Stefano Buono, Founder and CEO of newcleo. “Jeff’s firsthand experience running some of the largest nuclear operations in the world, combined with his deep credibility across the U.S. regulatory and utility landscape, will be instrumental as we build the operational and governance foundation to deliver on our vision. We are thrilled to welcome him to the board.”
“If the United States is going to achieve its nuclear expansion goals, we have to close the fuel cycle,” said Jeffrey Lyash. "newcleo’s lead-cooled fast reactor technology, paired with its own MOX fuel fabrication capability, is one of the few platforms built around that principle from the ground up. That's what drew me to this role, and I look forward to working with Stefano and the team to help make that vision a reality in America.”
Earlier in his career, Lyash held senior executive and nuclear operations roles at Duke Energy and Progress Energy and spent eight years at the U.S. Nuclear Regulatory Commission, where he received the NRC Meritorious Service Award. He currently serves as an Independent Director on the boards of Dominion Energy, Curtiss-Wright Corporation, and Aecon Group, and is an Advisory Board Member of FluxPoint Energy, which is developing the first uranium conversion facility to be built in the U.S. in 30 years - work he views as central to closing the U.S. nuclear fuel cycle. Lyash holds a Bachelor of Science in Mechanical Engineering from Drexel University, where he serves on the Board of Trustees. He also completed the Advanced Management Program at Duke University’s Fuqua School of Business and the Corporate Director Program at the University of Toronto’s Rotman School of Management.
Lyash’s appointment reflects newcleo’s continued investment in world-class governance and leadership as the company advances its nuclear licensing efforts and prepares for the next phase of its U.S. growth. It follows newcleo’s recent appointments of Dustin Greenwood as Vice President of U.S. Operations and Travis Chapman as Director of U.S. Regulatory Affairs and Licensing, as the company builds out its American organization.
About newcleo
newcleo is an innovative nuclear energy company developing AMRs cooled by liquid lead, and facilities to produce nuclear fuel from recycled nuclear waste, with the goal of delivering abundant, competitive, low-carbon energy. The company was founded by physicist-entrepreneur Stefano Buono following the USD $3.9 billion sale of his previous venture – Nasdaq-listed nuclear medicine company Advanced Accelerator Applications – to Novartis. With approximately USD $780 million in private funding, and more than 900 highly skilled employees across Europe and the United States, the company has built a network of over 100 industry partnerships and supports its growth through the targeted acquisition and vertical integration of key companies in the nuclear supply chain. For more information visit www.newcleo.com.
On May 27, 2026, newcleo announced that it had entered into a definitive agreement for a business combination with NewHold Investment Corp. III (NASDAQ: NHIC) in a transaction that, upon closing, would result in newcleo becoming a U.S.-listed public company. The combined company is expected to be listed on the Nasdaq exchange under the ticker symbol “NWCL” following an anticipated transaction close in the second half of 2026, subject to satisfaction of customary closing conditions. For more information visit www.newcleo.com/investors.
Forward-Looking Statements
This press release contains certain forward-looking statements within the meaning of the U.S. federal securities laws with respect to the Proposed Transactions and the parties thereto. All statements contained in this press release other than statements of historical fact, including, without limitation, statements regarding the Business Combination between NewHold and newcleo; the anticipated benefits and timing of the transaction; expected trading of the combined company’s securities on Nasdaq; the completion of investments from certain institutional investors; the expected amount of gross proceeds from any investments or other financing arrangements; the anticipated use of proceeds from such investments or financing arrangements; newcleo’s development and commercialization of its lead-cooled fast reactor technology, mixed-oxide fuel capabilities and related products and services; the expected timing, cost, performance and benefits of newcleo’s demonstration projects, fuel facilities, reactor deployments and licensing activities; newcleo’s ability to execute its business strategy, develop its technology, obtain required regulatory approvals, permits and licenses, enter into commercial arrangements, achieve its market opportunity and positioning and support the growth of advanced nuclear energy; newcleo’s expectations regarding strategic partnerships, customer demand, project pipeline, revenue streams, capital expenditures and financing needs; and other statements regarding management’s intentions, beliefs, or expectations with respect to the combined company’s future performance, are forward-looking statements.
Forward-looking statements are often identified by the use of words such as “anticipate,” “believe,” “continue,” “could,” “develop,” “estimate,” “expect,” “intend,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “seek,” “should,” “target,” “will,” “would,” and similar expressions, but the absence of these words does not mean that a statement is not forward-looking.
These forward-looking statements are based on the current expectations and assumptions of NewHold and newcleo and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Such risks and uncertainties include, but are not limited to: (1) the occurrence of any event, change or other circumstances that could delay or prevent the consummation of the proposed Business Combination; (2) the outcome of any legal proceedings that may be instituted against NewHold, newcleo, the combined company, or others following the announcement of the Proposed Transactions; (3) the inability to complete the Business Combination due to failure to obtain NewHold shareholder approval or satisfy other closing conditions; (4) the inability to complete any Private Placement Transactions or other financing arrangements on the expected terms, or at all; (5) changes to the structure, timing or terms of the Proposed Transactions; (6) the ability of the combined company to meet applicable listing standards or to maintain the listing of its securities following the closing of the Business Combination; (7) the risk that the announcement and consummation of the transaction disrupts current plans, operations, relationships with customers, suppliers, regulators, partners and employees, or newcleo’s ability to retain key personnel; (8) the ability to recognize the anticipated benefits of the Business Combination, including the ability to fund and execute newcleo’s technology development, licensing, manufacturing, fuel supply and commercialization plans; (9) risks related to newcleo’s early stage of development, limited operating history and expected need for substantial additional capital to develop, license, construct and commercialize its technologies and facilities; (10) risks related to the development, demonstration, licensing and deployment of advanced nuclear technologies, including newcleo’s lead-cooled fast reactor technology and mixed-oxide fuel strategy; (11) risks related to technical performance, engineering, manufacturing, construction, supply chain, fuel availability, cost estimates, project delays, cost overruns, corrosion, materials performance, safety, reliability and other development or operational challenges; (12) risks related to obtaining, maintaining or complying with required regulatory approvals, permits, authorizations, licenses and export control approvals in the United States, the United Kingdom, France, Italy, the European Union and other jurisdictions in which newcleo may operate; (13) changes in market, regulatory, political and economic conditions affecting the nuclear energy industry, advanced reactor development, energy markets, capital markets and infrastructure financing; (14) the costs related to the Proposed Transactions and those arising as a result of becoming a public company; (15) the level of redemptions of NewHold’s public shareholders, which may reduce the amount of cash available to the combined company and may reduce the public float of, reduce the liquidity of the trading market of, and/or maintain the quotation, listing or trading of securities of NewHold or newcleo; (16) risks related to increased competition in the industries in which newcleo will operate; (17) risks related to changes in U.S. or foreign laws and regulations applicable to nuclear energy, export controls, sanctions, trade restrictions, foreign investment, environmental protection, health and safety, securities and public company reporting; (18) the possibility that the combined company may be adversely affected by competitive factors, investor sentiment, litigation, cybersecurity incidents, geopolitical developments or other macroeconomic conditions; (19) the risk of being considered to be a “former shell company” by any stock exchange on which newcleo securities will be listed or by the SEC, which may impact the ability to list newcleo’s securities and restrict reliance on certain rules or forms in connection with the offering, sale or resale of securities; and (20) other risks detailed from time to time in NewHold’s filings with the SEC, including the Registration Statement and related documents filed or to be filed in connection with the Business Combination.
The foregoing list of risk factors is not exhaustive. You should carefully consider the foregoing factors and the other risks and uncertainties described in the “Risk Factors” section of NewHold’s Annual Report on Form 10-K for the year ended December 31, 2025 filed with the SEC on April 1, 2026, the Registration Statement and Proxy Statement/Prospectus, and other documents filed by NewHold and newcleo from time to time with the SEC, as well as the list of risk factors included herein. These filings do or will identify and address other important risks and uncertainties that could cause actual results to differ materially from those contained in the forward-looking statements. Additional risks and uncertainties not currently known or that are currently deemed immaterial may also cause actual results to differ materially from those expressed or implied by such forward-looking statements. Readers are cautioned not to put undue reliance on forward-looking statements, and none of the parties or any of their representatives assumes any obligation or intends to update or revise these forward-looking statements, each of which is made only as of the date of this press release.
Intercontinental Exchange is upgraded to a buy, supported by improved valuation and bullish technicals. Q2 results showed 5% YoY revenue growth, record recurring revenues, and a 61% adjusted operating margin. ICE's $6B MarketAxess acquisition targets $100M in cost synergies and enhances fixed income capabilities.
Buy Rocket Lab (RKLB). The stock is down 56% from its peak, RSI has turned up to ~40, and a double-bottom is forming with a neckline around $86.6. Fundamentals back the chart: Q2 revenue +62%, backlog $2.36B, and guidance for Q3 revenue $250–$265M with gross margin 29–31%. Thesis: the market is over-discounting near-term execution risk and will re-rate once the $86.6 level breaks, opening a path toward ~$100.
Key Risk: A guidance miss or margin compression that proves the backlog growth isn’t translating into profitable revenue.
Iridium acquisition leverage
Buy RKLB more aggressively on any dip. The $8B Iridium deal is the catalyst: spectrum (L-band) expands Rocket Lab’s addressable services and creates a credible platform for higher-margin, recurring revenue beyond launches. Second-order setup: as spectrum monetization becomes clearer, analysts will lift long-term revenue and multiple, not just near-term sales—supporting a sustained move above the $86.6 neckline rather than a quick technical bounce.
Key Risk: Regulatory/technical delays or deal economics that make spectrum monetization slower or more expensive than expected.
Rocket Lab stock has slumped in recent months despite the company hitting several major milestones. Shares peaked at $150 in May before tumbling 56% to the current $65. This pullback could be a good buying opportunity, as a double-bottom pattern appears to be forming.
RKLB, one of the top players in the space industry, is doing well as demand for its services continues rising. It has made some major contract announcements recently with organizations like the Space Force, Viasat, and MDA.
Rocket Lab also announced the release of Inverted Metamorphic (IMM) Apex, which is the latest iteration of its next-generation solar cell designed to deliver efficiency and reliability for space applications. Brad Clevenger, the company’s president, said:
“With IMM Apex, customers gain access to a high-efficiency, lightweight, germanium-free product that combines proven reliability with faster production times.
The company also announced strong financial results, which showed that its business continues to grow. Its revenue jumped by 62% in the second quarter to over $234 million.
The revenue surge happened as its backlog soared to over $2.36 billion and management expects the surge to continue in the foreseeable future. For example, it expects its third-quarter revenue to come in between $250 million and $265 million, with its gross margin between 29% and 31%.
READ MORE: Cathie Wood buys $31.6M of Rocket Lab stock: is she betting the selloff went too far?
Analysts also expect that its revenues will come out stronger. The average estimate is that its annual revenue growth will be 59% to $958 million, followed by $1.36 billion next year. This revenue growth will be a 42% annual increase.
Rocket Lab has also delivered on other major milestones, including its $8 billion deal to acquire Iridium. The acquisition will give it highly sought-after spectrum and help unlock new markets. Specifically, Rocket Lab will gain access to the L-band spectrum, which could support additional services, potentially even a Starlink competitor.
Analysts are largely bullish on Rocket Lab shares. Berenberg initiated the coverage with a buy rating and a target of $83, much higher than where it is today. Bank of America’s Ronald Epstein has a target of $110, while Citizens’ Trevor Walsh has a target of $130. Some of the other top analysts with a bullish outlook on the company are from Cantor Fitzgerald, Citigroup, and Craig Hallum.
RKLB stock chart | Source: TradingView
The daily chart shows that the RKLB stock has retreated from a high of $150 in May this year to the current $65.87. It has dropped below the strong pivot/reverse level of the Murrey Math Lines tool at $75.
The stock has slumped below 50-day and 100-day moving averages, a sign that bears are in control for now. On the positive side, the Relative Strength Index (RSI) has reversed and moved to 40, its highest level since August 24.
The stock is also slowly forming a double-bottom pattern whose neckline is at $86.6, its highest point on August 10. A double-bottom pattern is a common reversal sign in technical analysis.
Therefore, the stock will likely bounce back in the near term, with the next key target being the neckline at $86. A move above that level will point to more gains towards $100.
, /PRNewswire/ -- Canada News Group News Commentary - Copper is the metal the energy transition cannot proceed without, and the market reflects it. Fortune Business Insights values the global copper market at approximately US$279.29 billion in 2026 and projects roughly US$466.67 billion by 2034, a compound annual growth rate of about 6.63%. The problem for investors is that owning copper usually means owning the cost of digging it up: capital budgets that run into the hundreds of millions, construction schedules measured in years, and a dilution cycle that grinds down early shareholders long before the first concentrate ships.
Active Companies from around the markets with current developments this week include: Salazar Resources Limited (OTCQB: SRLZF) (TSXV: SRL) (FSE: CCG), Franco-Nevada Corporation (NYSE: FNV), Royal Gold, Inc. (Nasdaq: RGLD), and Triple Flag Precious Metals Corp. (NYSE: TFPM).
Forecasters differ on the size without differing on the direction. Grand View Research puts the copper market at about US$260.2 billion in 2026 rising to roughly US$388.8 billion by 2033, a compound annual growth rate of around 5.9%. Both houses point at the same drivers: electrification of transport, grid modernization, renewable generation and data centre buildout, all of which consume copper in quantities that existing mines were not scoped to deliver.
The supply side is where it gets difficult. New copper mines are expensive, slow and concentrated in jurisdictions that require patience. A mid-sized project can absorb a quarter of a billion dollars of initial capital before it produces anything, and the junior company that found the deposit rarely has that money. The usual outcome is that the discoverer sells the asset, or issues so much equity to build it that the original shareholders own a fraction of what they started with.
Which is why the market has spent two decades building alternatives. Royalty and streaming companies exist precisely to separate exposure to a mine from responsibility for funding it, and they have become some of the best-performing businesses in the sector by doing so. The model is simple: put capital in early, take a defined slice of output forever, and never sign a construction contract.
There is a rarer version of the same idea, and it sits at the project level rather than the portfolio level. A carried interest means one partner holds a percentage of a project while another partner funds it through to production. The holder takes ownership economics rather than a royalty percentage, and pays nothing to get there. Very few juniors have one on an asset that is actually being built.
Salazar Resources Limited (OTCQB: SRLZF) (TSXV: SRL) (FSE: CCG) Provides Update on Construction of the Mine at the El Domo Project
Salazar holds a 25% carried interest in the Curipamba-El Domo polymetallic project in Ecuador; Silvercorp holds the remaining 75% and is the operator. Construction is fully funded, with commissioning targeted for July 2027. Cumulative capital expenditure reached US$66.2 million through June 30, 2026, including US$12.3 million in the second quarter against US$4.8 million a year earlier. On July 31, 2026 the operator received the second of four installments, US$43.9 million, under a US$175.5 million stream financing agreement with Wheaton Precious Metals, taking total proceeds to approximately US$87.8 million. Proven and probable reserves of 7.13 million tonnes grading 2.55 g/t gold, 47.82 g/t silver, 1.93% copper, 0.26% lead and 2.63% zinc, supporting an after-tax net present value of US$573 million at an 8% discount rate and a 45% internal rate of return. Salazar Resources Limited (OTCQB: SRLZF) (TSXV: SRL) (FSE: CCG) reported on September 9, 2026 on construction progress at the Curipamba-El Domo polymetallic project in the Bolivar and Los Rios provinces of Ecuador. The detail that separates this from most junior mining news is the ownership structure. Salazar retains a 25% carried interest in the project. Silvercorp holds the other 75%, operates the project, and is funding the build.
The economics attaching to that interest are not speculative. The project carries proven and probable mineral reserves of 7.13 million tonnes grading 2.55 grams per tonne gold, 47.82 grams per tonne silver, 1.93% copper, 0.26% lead and 2.63% zinc, containing 137.7 thousand tonnes of copper, 584 thousand ounces of gold, 187.7 thousand tonnes of zinc, 18.4 thousand tonnes of lead and 11.0 million ounces of silver. Measured and indicated resources stand at 11.4 million tonnes with a further 3.8 million tonnes inferred.
The economic analysis supporting those reserves shows an after-tax net present value of US$573 million at an 8% discount rate, or US$705.6 million at 5%. Table 22.2 of the technical report states a 45% internal rate of return and a three-year payback. Initial capital is US$283.7 million, sustaining capital US$72.5 million, and life-of-mine operating costs US$416.3 million, or US$58.39 per tonne milled. Reserves carry an average net smelter return grade of US$312 per tonne against a US$55 per tonne cut-off, which is an unusually wide margin. Mine life is 11.5 years at a nominal 666 thousand tonnes per year, and a refined flowsheet has improved copper recoveries by 5.4% and gold recoveries by 6.2% relative to the 2021 feasibility study.
"We have been following the ongoing construction at El Domo and are very pleased with the progress being made. Senior management of Salazar has just completed a site tour and have seen firsthand how the mine is developing. We look forward to the commissioning of operations targeted for July 2027," said President and Chief Executive Officer Fredy Salazar.
What has actually been built is the more useful measure. Since construction began in January 2025 and through June 30, 2026, cumulative capital expenditure on the mine reached US$66.2 million, including US$12.3 million during the second quarter of 2026 against US$4.8 million in the same period a year earlier, a pace that has roughly tripled. Approximately 604,600 cubic metres of earthworks excavation and fill were completed in the quarter across the non-contact water channel, the processing plant foundation and the initial tailings storage facility dam. The temporary camp is finished and operational, permanent camp earthworks are advancing, and open-pit pre-stripping has commenced against a planned total of approximately 4.1 million cubic metres.
Two details are worth pulling out. The processing plant foundation is complete and the major plant and water treatment equipment has been procured and is shipping to Ecuador, which moves the schedule risk from procurement toward assembly. And the plant construction contract went to the same contractor that built the flotation mill at the Mirador copper-gold mine in Ecuador, which is a meaningful piece of in-country execution history rather than a first attempt.
Funding is not an open question either. Construction is fully funded, and on July 31, 2026 the operator received the second of four installments under a US$175.5 million stream financing agreement with Wheaton Precious Metals, an amount of US$43.9 million that brought total proceeds under the agreement to approximately US$87.8 million. Alongside its carried interest, Salazar holds a wholly owned exploration portfolio in Ecuador comprising the Monja, Santiago, Pijili, El Tigre and Tarqui-Quimi projects. The NI 43-101 technical report underpinning the project figures is available on the Company's website and on SEDAR+.
There are several risks associated with the Company's plans. Salazar does not operate El Domo and does not control the construction schedule, the budget or the commissioning date; those rest with the operator, and the Company is dependent on the operator and on third-party contractors. A carried interest is not the same as a debt-free windfall, and the terms on which the carry is settled affect what ultimately reaches shareholders. The project is in Ecuador and carries regulatory, permitting, community and jurisdictional risk. Commissioning targeted for July 2027 is a target rather than a commitment, and construction projects of this scale routinely slip. Reserve and resource estimates and the economic analysis derive from a technical report prepared for the operator and for Salazar, are estimates rather than facts, and depend on metal price and cost assumptions that may not hold. Salazar itself is pre-revenue from this asset until commissioning, and its wholly owned exploration portfolio is at an early stage with no reserves defined. Copper, gold, zinc, lead and silver prices are volatile and a sustained fall would reduce the value of the interest.
Read this and more news for Salazar Resources Limited (OTCQB: SRLZF) at: https://canadanewsgroup.com
The mining industry is really coming to life since we are past Labour Day, there are many developments and happenings in the market this week including:
Franco-Nevada Corporation (NYSE: FNV) is the original expression of the idea that you can own mines without building them. The company released its 2026 Asset Handbook on May 6, disclosing 121 cash-flow producing assets, adjusted EBITDA of US$1.66 billion in 2025, no debt, and a nineteen-year unbroken record of dividend increases.
Those three facts together explain why the model attracts capital. A portfolio spread across 121 producing assets absorbs a single mine going wrong. No debt means no refinancing risk in a cyclical industry. And nineteen consecutive years of dividend growth through multiple commodity cycles is the kind of record that operating miners very rarely produce, because operating miners have to fund sustaining capital whether or not the metal price cooperates.
Royal Gold, Inc. (Nasdaq: RGLD) has been scaling the same model by acquisition. The company reported record first quarter 2026 revenue of US$469.1 million, up 142.5% year over year, at an 83% adjusted EBITDA margin, reflecting the first full quarter of contributions from its acquisitions of Sandstorm Gold Royalties and Horizon Copper. It followed with record operating cash flow in the second quarter alongside share repurchases and further debt repayment.
An 83% adjusted EBITDA margin is the number to sit with. It is the arithmetic consequence of holding interests in mines without carrying their operating costs, and it is the same arithmetic that makes a carried interest valuable at the single-project level. Note also that Sandstorm no longer trades as a separate company following that acquisition, which is a reminder of how quickly the composition of this sector changes.
Triple Flag Precious Metals Corp. (NYSE: TFPM) is the younger of the three and has been growing through deployment rather than consolidation. The company reported record gold equivalent ounces and record cash flow per share with a 93% asset margin, and raised its quarterly dividend for a fifth consecutive year.
On the deployment side it signed a stream on Evolution Mining's E44 gold deposit at Northparkes in February and completed a US$440 million gold stream on the Ravenswood gold mine, increasing its 2030 outlook. Triple Flag is included here because it shows the model still funding new construction rather than merely harvesting old deals, which is the mechanism by which projects like El Domo get built without their minority owners writing cheques.
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This article is being distributed by Canada News Group, which is wholly owned and operated by Market Equities Limited ("MEL"). This distribution is being made pursuant to a prior advertising and digital-media agreement for Salazar Resources Limited under which Baystreet.ca Media Corp. ("Baystreet") was paid a fee. Baystreet and Market Equities are separate companies. The owner/operator of Baystreet also serves as a director of Market Equities and receives a management fee from Market Equities for operating its business. Because of this relationship and the compensation described above, Market Equities and its owners, directors, and affiliates have a financial interest in the promotion of Salazar Resources Limited, which constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. We also expect to receive further compensation as part of an ongoing digital media effort to increase visibility for the company, and no further notice will be given. Because of this conflict, individuals are strongly encouraged not to use this publication as the basis for any investment decision.
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Qualified Persons and Technical Information. The scientific and technical information in this article relating to the mineral resource and mineral reserve estimates and the economic analysis for the Curipamba-El Domo project is derived from the NI 43-101 Technical Report on the Curipamba-El Domo Polymetallic Project prepared by SRK Consulting China Ltd. for Silvercorp Metals Inc., the operator and 75% holder of the project, and Salazar Resources Ltd., with an effective date of December 31, 2025 and issued May 31, 2026. Ms. Yanfang Zhao (MAIG) was responsible for the mineral resource estimate and Mr. Falong Hu (FAusIMM) was responsible for the mineral reserve estimate. The publisher has not independently verified any scientific or technical information in this article.
Cautionary Note Regarding the Project and the Carried Interest. Salazar Resources Limited holds a 25% carried interest in the Curipamba-El Domo project and is not the operator. Silvercorp Metals Inc. holds the remaining 75% interest, operates the project and is responsible for its construction and funding. Salazar does not control the construction schedule, budget, commissioning date or operating decisions, and is dependent on the operator and on third-party contractors. Mineral resources and mineral reserves are estimates, mineral resources that are not mineral reserves do not have demonstrated economic viability, and estimates may prove inaccurate. Net present value, internal rate of return, capital cost, operating cost, recovery, mine life and payback figures are forward-looking estimates derived from the technical report referenced above and depend on assumptions regarding metal prices, costs, recoveries, permitting and schedule that may not be realised. Commissioning targeted for July 2027 is a target and not a commitment. Construction progress, expenditure and stream financing figures are as disclosed and are stated as at the dates indicated. The project is located in Ecuador and is subject to regulatory, permitting, taxation, community and jurisdictional risks. References to Wheaton Precious Metals and Silvercorp Metals Inc. describe counterparties to the project and its financing and are not comparisons; neither company is involved in the production or distribution of this article. Readers should review the Company's disclosure record on SEDAR+ at www.sedarplus.ca in full.
Cautionary Note Regarding Referenced Companies. References to Franco-Nevada Corporation, Royal Gold, Inc. and Triple Flag Precious Metals Corp. are provided solely as market and sector context. Those companies are not peers, competitors, or financial comparables of Salazar Resources Limited. They are large, established, revenue-generating royalty and streaming companies holding diversified portfolios of interests across many producing assets, whereas the profiled company is a junior exploration company holding a single carried interest in a project under construction together with early-stage exploration properties. Their revenues, margins, portfolios, dividends and share performance are not indicative of Salazar Resources Limited's prospects, and a carried interest is a different instrument from a royalty or a stream. None of those companies is involved in the production or distribution of this article. No partnership, affiliation, sponsorship, or endorsement is implied. Market-size figures cited in this article are third-party projections of total market value and do not represent addressable revenue for any company named, including the profiled company.
Eagle Eye Disclosure. Eagle Eye is an investor signal-intelligence platform affiliated with the publisher of this article, and this reference constitutes promotion of an affiliated product. Eagle Eye is not a broker-dealer, and nothing in the platform or in this article is financial, investment, tax, or legal advice. Data provided in the platform is for informational purposes only and may be delayed. Always do your own research before making any investment decision. See it at eagle-eye.dev.
Cautionary Note Regarding Forward-Looking Statements. This publication contains "forward-looking information" within the meaning of applicable Canadian securities legislation and "forward-looking statements" within the meaning of applicable United States securities laws, including statements regarding the construction schedule, budget and expected commissioning date for the El Domo project, expected timing of first commercial concentrate production, the use of proceeds from the stream financing agreement, mineral resource and mineral reserve estimates, projected economics including net present value and internal rate of return, mine life, and projections of copper market size and growth. Such statements are generally identified by words such as "expects", "plans", "anticipates", "believes", "intends", "estimates", "targeted", "potential", or that events "will", "would", "may", "could" or "should" occur. Such statements are subject to known and unknown risks, uncertainties and other factors that could cause actual results to differ materially, including risks related to construction and development delays, fluctuating commodity prices, the availability of financing, regulatory and permitting matters in Ecuador, reliance on the project operator and third-party contractors, community relations, and other risks associated with mineral exploration and development described in the Company's filings available under its profile on SEDAR+ at www.sedarplus.ca. Neither the TSX Venture Exchange nor its Regulation Services Provider accepts responsibility for the adequacy or accuracy of the Company's news release. Do not place undue reliance on such statements. The forward-looking statements in this publication are made as of the date above and Canada News Group undertakes no obligation to update them.
SandboxAQ unveils hardware-agnostic AQNav software platform for rapid integration across defense systems
, /PRNewswire/ -- SandboxAQ announced it has successfully completed the world's first reported test of a magnetic navigation (MagNav) system on an attritable platform – Northrop Grumman's Lumberjack®, a Group 3 UAS attritable drone. It was also the world's first reported instance of a MagNav system being paired with a visual navigation system on an attritable, one-way attack platform. SandboxAQ has collaborated with Northrop Grumman (NYSE: NOC) to integrate and test its commercial, dual-use, AQNav MagNav technology on this unmanned aircraft system.
Northrop Grumman's Lumberjack® Conflicts in Ukraine and the Persian Gulf States prove small, expendable drones are now regularly operating in GPS-denied and spoofed environments. UAVs are a tool of war in these conflicts and militaries around the world are ramping up their stockpiles of drones. Northrop Grumman's Lumberjack, a one-way-attack drone, was designed and developed in under 14 months of its first flight. The versatility and modularity of this technology highlights Northrop Grumman's multi-use, loitering munition capabilities.
"Today's platforms need navigation systems they can trust as they operate in increasingly complex and contested environments. In collaboration with SandboxAQ, Northrop Grumman is aggressively enhancing our ecosystem of autonomous and unmanned systems with resilient and flight-hardened alternative navigation systems," said Max Schuster, program manager, Lumberjack, Northrop Grumman. "Pairing AQNav with Northrop Grumman's experience in unmanned aircraft and open mission systems will ensure our joint forces have an operationally validated navigation capability in even the most contested domains."
"AQNav's ability to provide unjammable navigation and positioning without GPS complements Northrop Grumman's efforts to fulfill the operational and mission-specific requirements for autonomous aircraft and shape the future of next generation unmanned platforms," said Luca Ferrara, General Manager of Navigation at SandboxAQ. "Leveraging our proven MagNav technologies and drone platform expertise, the flight test with Northrop Grumman further demonstrates the ease by which our AQNav software can be integrated into unmanned systems at the speed and scale required by leading defense organizations."
AQNav enables continuous positioning without reliance on satellite or other externally transmitted signals. Its passive, all-weather, and terrain-agnostic navigation can serve as a standalone capability or complement inertial, visual, and satellite navigation systems, advancing the future of alternative positioning, navigation and timing (Alt-PNT). In addition, AQNav's proven ability to operate over open water, feature-limited terrain, urban landscapes, and GPS-denied environments makes aircraft platforms more resilient and mission-capable.
AQNav's Software Expands Accessibility Across Platforms
Our AQNav software platform, demonstrated during the recent flight, extends the company's proven MagNav capabilities into a software-first architecture designed for rapid integration with current and future defense systems. This novel, hardware-agnostic offering processes sensor data in real-time, applies physics-based models to determine positioning and provides continuous navigation that can be easily incorporated into a broader PNT architecture.
The software is designed to run on existing onboard compute infrastructure with operationally relevant latency, reducing the need for additional processing hardware. It supports open architecture interfaces that simplify integration across platforms.
"AQNav now offers OEMs two distinct paths for deployment – a full-stack, performance-optimized solution that's built natively into your platform architecture, or a software-only solution developed specifically to deploy within existing architecture," said Ferrara. "With Northrop Grumman's Lumberjack, our engineers were able to install AQNav software into existing systems in less than an hour, giving the attritable platform MagNav capabilities for enhanced mission performance."
Proven Performance Across Defense and Commercial Applications
Since 2023, AQNav has been flight-tested by military, government, and commercial aerospace partners including Airbus and Boeing. SandboxAQ has worked closely with the United States Air Force to flight-test AQNav for more than three years, including testing aboard C-17 Globemaster III and C-130J Super Hercules transports and participating in three large-scale military exercises. AQNav was also selected to participate in the 2025 NATO DIANA cohort.
AQNav currently participates in the Defense Innovation Unit's (DIU) Transition of Quantum Sensing program (TQS), which tests MagNav technologies for military autonomous systems. Under that program, SandboxAQ integrated its AQNav software on a Group 3 unmanned aircraft platform and is evaluating its performance against defense-relevant use cases. The work with Northrop Grumman builds on those integration patterns and advances a shared objective of delivering scalable, resilient navigation for unmanned operations in GPS-contested environments.
About Lumberjack®
Northrop Grumman is the mission systems integrator, munitions and systems provider of many of the technologies that enable the aircraft to sense, detect and deter threats in the battlespace. ESAero Inc., a wholly owned subsidiary of AV Inc., provides the Lumberjack air vehicle and its systems integration.
About Northrop Grumman
Northrop Grumman (NYSE: NOC) is a leading global aerospace and defense technology company. Our pioneering solutions equip our customers with the capabilities they need to connect and protect the world, and push the boundaries of human exploration across the universe. Driven by a shared purpose to solve our customers' toughest problems, our employees define possible every day.
About SandboxAQ
SandboxAQ is a B2B company delivering solutions at the intersection of AI and quantum techniques. The company's Large Quantitative Models (LQMs) deliver critical advances in life sciences, financial services, navigation, and other sectors. SandboxAQ is an independent, growth-backed company funded by leading investors and strategic partners including funds and accounts advised by T. Rowe Price Associates, Inc., Google, Alger, IQT, US Innovative Technology Fund, S32, Paladin Capital, BNP Paribas, Eric Schmidt, Breyer Capital, Ray Dalio, Marc Benioff, Thomas Tull, and others. For more information, visit www.sandboxaq.com.
Photo: U.S. Navy https://www.navy.mil/Press-Office/News-Stories/display-news/Article/4575192/us-allies-partners-executed-pacific-dragon-2026-exercise/
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/fbcb4b4c-7855-4d5e-a594-3a8e193cab9b
SAN DIEGO, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, today announced the successful mission of its Aegis Readiness Assessment Vehicle Type B (ARAV-B) ballistic missile target from the Pacific Missile Range Facility in Hawaii. The vehicle was fired on August 6 during Pacific Dragon 2026, a premier multinational ballistic missile defense (BMD) exercise led by the U.S. 3rd Fleet.
Photo: U.S. Navy https://www.dvidshub.net/image/9880612/arav-b-launch-during-pacific-dragon-2026
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/e2c17ce8-d415-4f9b-95a6-a9f92ed3f8b7
The biennial exercise, which took place in the waters around the Hawaiian Islands from August 6-15, was designed to improve the ability of allied and partner forces to track and intercept ballistic missiles together. The multi-mission event combined coordinated missile defense operations with tactical data-link information sharing across forces from the United States, Australia, Chile, Italy, Japan, the Republic of Korea, and Spain, in conjunction with the U.S. Missile Defense Agency.
Kratos’ ARAV-B is part of the broader ARAV family of configurable short- and medium-range ballistic missile targets that can accurately emulate diverse and evolving threats. The ARAV Type B is a two-stage, spin-stabilized target featuring Kratos’ commercial Oriole rocket motor as the upper stage. The ARAV-B has now flown 43 successful target missions supporting the Naval Surface Warfare Center, Port Hueneme Division, White Sands Detachment and the Missile Defense Agency. Kratos’ commercially developed Oriole rocket motor, along with the larger Zeus family of rockets and the Erinyes hypersonic testbed vehicle demonstrate Kratos’ continuing commitment to investing in technologies and capabilities to serve the warfighter today.
Dave Carter, President of the Kratos Defense & Rocket Support Services (DRSS) Division, said, "Kratos is proud to support the U.S. 3rd Fleet and our allied partners in this critical demonstration of integrated air and missile defense capabilities. The successful launch of our ARAV-B target during Pacific Dragon 2026 highlights our team's ability to rapidly develop and field affordable, threat-representative systems. By providing highly reliable target solutions, we ensure that advanced combat systems, such as the Baseline 10 and AN/SPY-6 radar on the USS Jack H. Lucas, are tested against the most realistic and demanding scenarios possible."
The Kratos Ballistic Missile Defense target family includes multiple configurations beyond the Type B, such as the two-stage Type C vehicle and the three-stage Type TTO (Terrier-Terrier-Oriole). With their built-in modularity, these flight-proven Kratos systems can be rapidly reconfigured to support a range of missions including low-apogee, long duration hypersonic testing at speeds exceeding Mach 10.
Eric DeMarco, President and CEO of Kratos, said, "At Kratos, we are focused on delivering real, mission-relevant products and systems to our customers, not PowerPoints or concepts. We fundamentally believe that affordability is a technology, and we utilize our internal investments to bring national security relevant hardware to the field faster. By integrating existing assets and proven technologies, Kratos is first to market with cost-effective solutions that save our government customers and the U.S. taxpayer significant time and money. Our successful participation in Pacific Dragon 2026 is another testament to Kratos’ ability to execute on our strategy and deliver mission-critical solutions for global security."
About Kratos Defense & Security Solutions
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, products, system and software company addressing the defense, national security, and commercial markets. Kratos makes true internally funded research, development, capital and other investments, to rapidly develop, produce and field solutions that address our customers’ mission critical needs and requirements. At Kratos, affordability is a technology, and we seek to utilize proven, leading-edge approaches and technology, not unproven bleeding edge approaches or technology, with Kratos’ approach designed to reduce cost, schedule and risk, enabling us to be first to market with cost effective solutions. We believe that Kratos is known as an innovative disruptive change agent in the industry, a company that is an expert in designing products and systems up front for successful rapid, large quantity, low-cost future manufacturing which is a value-add competitive differentiator for our large traditional prime system integrator partners and also to our government and commercial customers. Kratos intends to pursue program and contract opportunities as the prime or lead contractor when we believe that our probability of win (PWin) is high and any investment required by Kratos is within our capital resource comfort level. We intend to partner and team with a large, traditional system integrator when our assessment of PWin is greater or required investment is beyond Kratos’ comfort level. Kratos’ primary business areas include virtualized ground systems for satellites and space vehicles including software for command & control (C2) and telemetry, tracking and control (TT&C), jet powered unmanned aerial drone systems, hypersonic vehicles and rocket systems, propulsion systems for drones, missiles, loitering munitions, supersonic systems, space craft and launch systems, C5ISR and microwave electronic products for missile, radar, missile defense, space, satellite, counter UAS, directed energy, communication and other systems, and virtual & augmented reality training systems for the warfighter. For more information, visit www.KratosDefense.com and follow Kratos on LinkedIn and X.
Notice Regarding Forward-Looking Statements
Certain statements in this press release may constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are made on the basis of the current beliefs, expectations and assumptions of the management of Kratos and are subject to significant risks and uncertainty. Investors are cautioned not to place undue reliance on any such forward-looking statements. All such forward-looking statements speak only as of the date they are made, and Kratos undertakes no obligation to update or revise these statements, whether as a result of new information, future events or otherwise. Although Kratos believes that the expectations reflected in these forward-looking statements are reasonable, these statements involve many risks and uncertainties that may cause actual results to differ materially from what may be expressed or implied in these forward-looking statements. For a further discussion of risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of Kratos in general, see the risk disclosures in the Annual Report on Form 10-K of Kratos for the year ended December 29, 2025, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the SEC by Kratos.
MINNETONKA, Minn. & REHOVOT, Israel--(BUSINESS WIRE)--Stratasys Ltd. (NASDAQ: SSYS) announced the launch of the new F870™ FDM® system, a large-format additive manufacturing platform designed for industrial manufacturers, automotive OEMs, aerospace & defense production lines, looking to scale production on the factory floor.Extending the Stratasys production-grade FDM portfolio, the F870 combines unrivaled large-format capabilities in a heated chamber backed by a suite of the strongest, most.
Gold near record highs rewards mine operators handsomely, but a quieter group of companies collects checks without touching a shovel, and their cash margins make conventional producers look inefficient by comparison. Five royalty and streaming names dominate the sector, and…
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Gold has ripped to fresh records, with spot bullion trading around $4,439 per ounce on last look. Yet the purest way to play the move is owning a slice of a mine rather than operating one. Royalty and streaming companies pay cash upfront to fund a project. In return, they collect either a percentage of the mine’s revenue (a royalty) or the right to buy a fixed share of production at a deeply discounted per-ounce price (a stream). The mine operator absorbs the diesel bills, labor strikes, and capex overruns. The royalty holder just cashes checks that get fatter as gold rises.
That structural leverage is why the average cash margin at these businesses runs above 80%, versus roughly 30% to 40% at conventional producers. With gold averaging $4,873 per ounce in Q1 2026 (+70% year over year), the model is compounding at a pace operators cannot match. Here are the five U.S.-listed pure-plays, ranked worst to first.
5. OR Royalties OR Royalties (NYSE:OR) is the smallest of the group at a $6.9 billion market cap. Q2 2026 revenue rose 62.0% year over year to $97.8 million, beating the $96.85 million consensus, and cash margin hit a sector-leading 96.8%. Management called Canadian Malartic “the crown jewel in our portfolio.” That is also the risk: two interests generate 54% to 58% of revenues, and a July 1 rock mass movement at the Barnat Open Pit will trim GEOs through 2028. Shares are up 5.4% over one year.
4. Triple Flag Precious Metals Triple Flag Precious Metals (NYSE:TFPM) posted Q2 revenue of $129.2 million (+37.3% year over year) and beat adjusted EPS by 19.71%, its 4th consecutive quarterly beat. Asset margin expanded to 94%. The $440 million Ravenswood gold stream in Queensland is the cornerstone addition, though production is not expected to scale toward 200,000 ounces annually until after 2028. The bull case is 242 streams and royalties and a raised 2030 outlook of 150,000 to 160,000 GEOs. The key risk is Ravenswood ramp execution and a step-down at Cerro Lindo from 65% to 25%.
3. Royal Gold Royal Gold (NASDAQ:RGLD | RGLD Price Prediction) is being reshaped by the October 2025 acquisition of Sandstorm and Horizon Copper. Q2 revenue reached $451 million with operating cash flow of $335 million. Gold contributed 76% of revenue, and adjusted EBITDA margin hit 83%. Royal Gold reduced its Hod Maden equity from 30% to 15% in exchange for additional royalty interest. The 2026 dividend of $1.90 marks the 25th consecutive annual increase. However, Q1 revenue and EPS narrowly missed consensus, and integration risk from Sandstorm remains.
2. Franco-Nevada Franco-Nevada (NYSE:FNV) invented the model. Q1 2026 revenue climbed 76.6% year over year to $650.7 million, beating consensus by 2.43%, while adjusted EPS of $2.38 topped estimates by 14.20%. The company remains debt-free with $4.3 billion of available capital as of June 30. CFO Sandip Rana noted, “no one asset generated more than 10% of revenue as we have one of the most diverse portfolios in the industry.” The dividend was raised 16% to $0.44 per quarter, the 19th straight annual bump. Shares are up 33.9% over one year. The risk here is that the Cobre Panamá restart still depends on Panamanian government approval.
1. Wheaton Precious Metals Wheaton Precious Metals (NYSE:WPM) sits atop the sector at a $70.4 billion market cap. Q1 revenue surged 91.6% year on year to $901.5 million, beating consensus by 4.25%. Gross margin expanded to 78% from 68%, and cash operating margin per GEO reached $4,279, up 103% year over year. In April, Wheaton closed what management called “the largest precious metals streaming transaction ever completed.” A $4.3 billion upfront payment to BHP for an incremental 33.75% of Antamina silver doubled its entitlement to 67.5%. Q2 revenue then hit $929 million (+85% year on year) with operating cash flow of $650 million. The dividend was hiked 18% to $0.195 per quarter. Shares have advanced 42.3% over one year and 467.9% over the past decade. The 2030 target of roughly 1.2 million GEOs anchors an organic 50% growth profile. However, the Antamina economics were struck at higher silver prices, and mine sequencing dictates near-term deliveries.
Why the Model Wins This Cycle The premise held. Skipping the mine means skipping the cost inflation, and every one of these five converted rising bullion into outsized margin expansion this year. Wheaton takes the crown on scale, deal size, and cash generation, but the sector-wide takeaway is simpler: at above-80% cash margins with dividend streaks stretching back decades, royalty and streaming names are structurally built to translate $4,439 gold into shareholder cash. Investors should still respect the trade-off. These businesses depend entirely on operators actually digging; they carry premium multiples, and a sharp reversal in gold would flow through just as quickly on the way down.
Contact [email protected] for any questions or corrections.
ORLANDO, Fla.--(BUSINESS WIRE)--Travel + Leisure Co. (NYSE: TNL), a leading leisure travel company, today announced that it has been named to TIME's World's Best Companies 2026 list, recognizing 1,000 companies worldwide that demonstrate strong performance across employee satisfaction, revenue growth and sustainability transparency. Developed by TIME in partnership with Statista, the fourth annual World's Best Companies ranking evaluates organizations across three key dimensions: employee satis.
NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- WW International, Inc. (NASDAQ: WW) (“Weight Watchers” or the “Company”), the global leader in science-backed weight management, announced today that it has appointed Stephen Bye as its President and Chief Executive Officer and a member of the Company's Board of Directors.
WW International (WW.O) on Wednesday named Stephen Bye as its chief executive officer, effective this fall.
Tara Comonte, who held the role previously, left the company in March. Here are some more details:
Bye, who has more than 30 years of leadership experience, most recently served as president and CEO of Ookla, a global connectivity intelligence company.
Prior to his role at Ookla, he served as executive vice president and chief commercial officer of DISH Network’s wireless business.
WW International, which once had media mogul Oprah Winfrey as one of its top shareholders, emerged from bankruptcy last year.
The company has been trying to gain a stronger foothold in women's health, including through tailored programs that offer GLP-1 medicines and hormone replacement therapies.
Lumentum Holdings Inc. is transforming from a cyclical telecom equipment maker to a key supplier for AI-driven data center optical components. LITE delivered FY2026 revenue of $3.01 billion, up 83.2% year-over-year, with Q4 revenue more than doubling to $1.006 billion. I rate LITE a buy, as the market overreacts to a headline accounting loss while the underlying business trades at just 0.38 times earnings growth adjusted.
Wupen Yuen, President, Global Bus. Units at Lumentum Holdings Inc. (LITE +2.70%), sold 1,500 shares of common stock between Aug. 28, 2026, and Sept. 1, 2026. SEC Form 4 filing
Transaction summaryMetricValueTransaction value~$1.4 millionShares sold1,500Post-transaction shares (directly held)117,627Post-transaction value$102.21 millionTransaction value based on SEC Form 4 weighted average sale price ($912.33); post-transaction value based on September 01, 2026, market close ($868.95).
Key questionsWhat was the motivation behind this transaction?
The sale was executed under a Rule 10b5-1 trading plan that Wupen Yuen adopted on May 19, 2026. Such plans allow insiders to schedule stock sales in advance to avoid the appearance of trading on material non-public information, identifying this as routine portfolio management.What is the current market value of the insider's remaining equity?
As of the Sept. 1, 2026, market close of $868.95, the remaining direct holding of 117,627 shares was valued at $102.21 million. This equity stake represents approximately 0.1500% of the company.How has the stock performed relative to this trade?
The insider sold shares at multiple prices between Aug. 28, 2026, and Sept. 1, 2026, ranging from $895 to $940.95. The stock delivered a 554% total return over the 12 months ending on the transaction date of Sept. 1, 2026.Does the insider maintain other forms of equity participation?
The reporting owner currently holds no indirect positions through trusts or other entities, and no derivative securities were reported in this filing. All current equity participation remains concentrated in direct common stock holdings.Company OverviewMetricValueShare Price (as of market close 2026-09-01)$868.95Market Capitalization$76.9 billionRevenue (TTM)$3.0 billionNet Income (TTM)-$6.9 billionCompany SnapshotLumentum Holdings designs and manufactures optical and photonic products through two principal business segments: Optical Communications, which supplies components, modules, and subsystems for transmitting video, audio, and data across networks, and Commercial Lasers, which serves industrial and commercial applications.The company generates revenue by developing and selling advanced optical and photonic technologies to telecommunications infrastructure providers, data center operators, and industrial manufacturers who require high-performance transmission and laser solutions.Lumentum's primary customers include major telecommunications carriers, cloud computing providers, and industrial equipment manufacturers globally, with operations spanning the Americas, Asia-Pacific, Europe, the Middle East, and Africa.
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Lumentum Holdings is a global leader in optical and photonic product manufacturing with a market capitalization of $67 billion and TTM revenue of $3 billion.
The company leverages advanced photonic technologies to address critical infrastructure needs in telecommunications and industrial markets, positioning itself as a critical supplier to major network operators and data center providers worldwide.
What this transaction means for investorsThis sale shouldn't concern investors. It represented a small percentage of the insider's stake in the company's stock. Moreover, it was executed under a Rule 10b5-1 plan, indicating it was for personal financial management purposes.
Importantly, the company is seeing tremendous growth. TTM revenue surged 83% year over year to $3 billion amid the increased spending on data centers to support AI demand.
Management's guidance calls for revenue to increase 130% year over year for the fiscal first quarter of 2027. Analysts expect robust earnings growth to continue for at least the next few years, while the stock trades at a forward earnings multiple of 44x.
John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lumentum. The Motley Fool has a disclosure policy.
Key Takeaways LITE expects its fiscal first-quarter 2027 revenues midpoint to imply more than 130% year-over-year growth. COHR's AI data center expansion is supported by NVIDIA's $2 billion investment under a multiyear agreement.MTSI's data center revenue rose 40% sequentially and 81% year over year in fiscal third-quarter 2026. Optical and photonics products are in tremendous demand for serving global cloud and artificial intelligence (AI)/machine learning (ML) infrastructure. Large AI models require millions of graphical processing units (GPUs) working in tandem.
As a result, the ecosystem witnesses massive growth in data throughput (as high as 400 Gbps and 800 Gbps). Traditional copper wiring is unable to carry these extremely high-speed data packets properly, as it generates excessive heat slowing down the entire AI compute cluster.
Photonics technology solves this problem by transmitting data at the speed of light through fiber-optic network. Photonics enables high-speed, low-latency and energy-efficient data transfer without overheating.
Here, we recommend three photonics developers to investors that have jumped year to date. These stocks currently enjoy strong short-term upside potential. Moreover, industry-leading products of these companies and the unstoppable growth of AI-powered data centers make these stocks attractive investment opportunities for the long term.
These stocks are: Lumentum Holdings Inc. (LITE - Free Report) , Coherent Corp. (COHR - Free Report) , and MACOM Technology Solutions Holdings Inc. (MTSI - Free Report) . Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The chart below shows the price performance of our three picks year-to-date.
Image Source: Zacks Investment Research
Lumentum Holdings Inc.Zacks Rank #1 Lumentum provides components, such as transceivers and lasers for fiber-optic networks, supporting the rapid growth of AI, cloud computing, 5G connectivity, and beyond. LITE’s technology leadership in high-speed optical components has positioned it as an essential supplier to hyperscale customers deploying next-generation network architectures.
Moreover, LITE has a strong collaboration with NVIDIA Corp. (NVDA - Free Report) for developing NVDA’s silicon photonics ecosystem, especially for deploying the latter’s Spectrum-X Photonics networking switches.
Optical circuit switching (OCS) is becoming a larger Systems driver under LITE’s multiyear, multibillion-dollar purchase agreement. OCS shipments doubled from fiscal third-quarter to fiscal fourth-quarter 2026, and management’s fiscal first-quarter 2027 outlook includes the company’s first triple-digit OCS revenue quarter.
Strong OutlookFor the first quarter of fiscal 2027, Lumentum expects revenues to be between $1.225 billion and $1.275 billion. The $1.25 billion midpoint implies more than 130% year-over-year growth and would mark another quarterly revenue record.
Management expects roughly half of the sequential growth to come from components and the balance from systems. Non-GAAP operating margin is projected at 39.5-40.5%, while non-GAAP earnings are expected between $4.05 and $4.35 per share.
Solid Estimate RevisionsLumentum has an expected revenue and earnings growth rate of more than 100%, each, for the current year (ending June 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 0.1% in the last seven days.
LITE has an expected revenue and earnings growth rate of 55.8% and 58.7%, respectively, for the next year. The Zacks Consensus Estimate for the next year’s earnings has improved 1.8% in the last seven days.
Image Source: Zacks Investment Research
Impressive Price Upside PotentialThe short-term average price target of brokerage firms represents an increase of 16.3% from the last closing price of $978.53. The brokerage target price is currently in the range of $820-$1,400. This indicates a maximum upside of 43.1% and a downside of 16.2%.
Coherent Corp.Zacks Rank #2 Coherent sits at the center of the AI optics buildout, with strong demand visibility supported by long-term agreements. COHR is positioned at the heart of the AI datacenter build-out, which has driven sustained strength in Datacenter and Communications.
COHR provides highly scalable datacom transceivers, Co-Packaged Optics solutions, and high-speed VCSELs engineered to boost data center bandwidth. COHR is widening its datacenter opportunity through optical circuit switching (OCS), co-packaged optics (CPO) / near-packaged optics (NPO), multi-rail and thermal solutions. OCS already contributes revenues.
COHR and NVIDIA entered into a strategic partnership focusing on next-generation optical technology and silicon photonics for AI data centers. NVDA will invest $2 billion in COHR for a multiyear agreement up to 2030.
Strong OutlookFor the first quarter of fiscal 2027, Coherent expects revenues of $2.2 billion to $2.4 billion. The $2.3 billion midpoint implies approximately 12.4% sequential growth and about 45.6% growth from first-quarter fiscal 2026 revenues of $1.58 billion. Guidance established a credible path toward a quarterly revenue run rate above $3 billion by fiscal 2027’s end.
The company expects an adjusted gross margin of 39.5%-41.5%. Its 40.5% midpoint would represent a modest 30-basis-point sequential improvement. Projected adjusted EPS of $1.85-$2.05 implies midpoint growth of 12.1% from the fiscal fourth quarter and approximately 68% year over year.
Solid Estimate RevisionsCoherent has an expected revenue and earnings growth rate of 50% and 67.2%, respectively, for the current year (ending June 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 11.9% in the last 30 days.
COHR has an expected revenue and earnings growth rate of 35% and 46.1%, respectively, for the next year. The Zacks Consensus Estimate for the next year’s earnings has improved 0.4% in the last seven days.
Image Source: Zacks Investment Research
Robust Price Upside PotentialThe short-term average price target of brokerage firms represents an increase of 37.4% from the last closing price of $301.88. The brokerage target price is currently in the range of $280-$500. This indicates a maximum upside of 65.6% and a downside of 7.3%.
MACOM Technology Solutions Holdings Inc.Zacks Rank #1 MACOM Technology designs and manufactures photonic semiconductor products including high-speed lasers, photodetectors, and RF-over-fiber systems built for AI data centers, 5G wireless networks, and aerospace/defense applications. AI-powered data centers have been MTSI’s fastest-growing business segment over the past few quarters.
Data Center remained MTSI’s fastest-growing business in the third quarter of fiscal 2026, with revenue of $137.6 million, up about 40% sequentially and 81% year over year. The primary driver for fiscal 2026 is 200G PAM4 content in pluggable optical modules, while bookings are being led by 800G and 1.6T platforms. MTSI’s 200G photodetectors are ramping in volume production, and 400G photodetectors are receiving positive feedback.
MTSI’s portfolio also spans NRZ, PAM4 and coherent modulation across EML, silicon photonics and VCSEL architectures. Sampling of 200G and 400G-per-lane TIAs and drivers, linear equalizers, coherent-light solutions and work on 75-milliwatt CW lasers extend the opportunity as optical links move to higher data rates and new architectures such as NPO and XPO.
Strong GuidanceFor the fourth quarter of fiscal 2026, MACOM Technology expects revenues between $415 million and $425 million. The company anticipates adjusted earnings per share between $1.97 and $2.03.
Solid Estimate RevisionsMACOM Technology has an expected revenue and earnings growth rate of 35.8% and 48.6%, respectively, for the next year (ending September 2027). The Zacks Consensus Estimate for the next year’s earnings has improved 3.9% in the last 30 days.
Image Source: Zacks Investment Research
Huge Price Upside PotentialThe short-term average price target of brokerage firms represents an increase of 44.4% from the last closing price of $274.80. The brokerage target price is currently in the range of $300-$475. This indicates a maximum upside of 72.7% and no downside.
Sabre Corporation (SABR) is rated BUY, trading at a 22% forward EV/EBITDA discount to travel peers, with strong YTD performance and raised 2026 EBITDA guidance. SABR's 2Q26 results showed 19% YoY EBITDA growth, expanding margins, and robust market share in corporate travel bookings, supporting operating leverage. Management expects continued positive momentum into 2027, with revenue diversification into payments and media offsetting risks from NDC margin dilution.
, /PRNewswire/ -- Equity Insider News Commentary - The affordability squeeze in American housing has done something the factory-built sector spent decades waiting for: it has produced buyers. Cavco Industries reported selling 20,842 factory-built homes in fiscal 2026 in its most recent annual report, against 19,753 the prior year and 16,928 the year before that. Champion Homes reported fiscal 2026 net sales of $2.7 billion, up 7.3%, and sold homes in the United States at an average selling price of roughly $99,300 in the preceding quarter. Reporting those fiscal 2026 results, Champion Homes President and Chief Executive Officer Tim Larson attributed the year to addressing unmet demand from affordability-constrained consumers, and pointed to what he called a differentiated channel strategy alongside the company's family of brands.
Active Companies from around the markets with current developments this week include: BOXABL Inc. (Nasdaq: BXBL), Cavco Industries, Inc. (Nasdaq: CVCO), and Champion Homes, Inc. (NYSE: SKY).
Supply is following demand into the factory. For investors the open question is which companies capture it, and the disclosures of the established players suggest the answer turns on two things at once: what a manufacturer can build, and the route by which it reaches a buyer.
The route is described in the incumbents' own filings. Cavco reports operating 33 production lines across the United States and Mexico while selling through 92 company-owned retail stores alongside an independent distributor network, and it runs a finance subsidiary, CountryPlace, and an insurance subsidiary, Standard Casualty. Champion Homes describes a differentiated channel strategy and has been building out retail and digital capability, including the acquisition of Iseman Homes. Those are descriptions of businesses in which manufacturing sits alongside retail, lending and insurance rather than standing alone. No third-party study is relied on for that observation; it is drawn from the companies' own reporting, and the inference is the publisher's.
Regulation is the other half. A factory-built unit has to satisfy the code regime of wherever it lands, and those regimes differ by state and sometimes by county. A unit built to recreational vehicle standards can go places a residential-code unit cannot, and vice versa. Every state approval a manufacturer secures is a market that opens, and every one it lacks is a market that stays shut regardless of how good the product is or how cheaply it can be made.
For a newer entrant, that makes the deployment record a useful companion to the technology itself rather than a substitute for it. The manufacturing system is the asset. A list of completed projects is the evidence of that asset working outside the factory, under real code regimes and for buyers who are not all the same: who bought the units, what they used them for, whether the units went into permanent service, and in how many states any of it is permitted. A company that can show a campground operator, a disaster relief agency, a nonprofit housing developer, a short-term rental operator and a resort chain all deploying the same product is showing its technology validated across several regulatory pathways at once.
BOXABL Inc. (Nasdaq: BXBL) Highlights Portfolio of Projects Spanning Disaster Relief, Hospitality, and Residential Communities Nationwide
A dozen park-model RV Casita units delivered to American Campground on Las Vegas Boulevard, where they remain in permanent use as on-site accommodations. A Casita unit supplied to support wildfire relief efforts in Pasadena, California following the January 2025 Los Angeles-area fires. A 12-unit stacked Casita project completed for Catholic Charities in Oklahoma City, among the first multi-unit stacked deployments of the product. Pasadera, a 12-unit Casita community on roughly three acres outside Stillwater, Oklahoma, described as the first commercial short-term rental community built on the Company's technology. Ten units delivered to the first two Horizons Getaways eco-luxury resort locations, in Patrick, South Carolina and Grapeland, Texas, with further sites planned in Tennessee, Florida, California and Ohio. Regulatory approvals secured in Arizona, California, New Mexico, Nevada, South Carolina and Texas, broadening the markets where the Casita Studio can be sold and deployed. BOXABL Inc. (Nasdaq: BXBL) announced on September 9, 2026 a portfolio of completed and in-progress projects showing where its factory-built housing system has been deployed. The individual deployments have been disclosed previously through the Company's website, prior news releases and its filings with the Securities and Exchange Commission. What the release adds is consolidation: the projects are set out together, with their customer types, use cases and the states in which the Company holds approvals, in a single view.
"Every one of these projects started as a different problem for someone, a base that needed housing fast, a developer who wanted a better way to build an Airbnb park," said Galiano Tiramani, co-founder and co-Chief Executive Officer of BOXABL. "What ties them together is the same factory-built system, and the same idea: quality housing shouldn't require a year of construction and a budget that keeps climbing to get there."
The individual entries are worth separating, because they are not variations on one customer type. At American Campground on Las Vegas Boulevard, a dozen park-model RV Casita units are in permanent use as commercial lodging inventory, built to the same RV industry standards used across the outdoor hospitality sector. That is a different regulatory pathway and a different buyer from a residential installation, and the units stayed rather than being demobilised.
In Pasadena, California, the Company supplied a Casita to support relief efforts after the January 2025 wildfires. In Oklahoma City, a builder turned BOXABL developer completed a 12-unit stacked Casita project for Catholic Charities, one of the first multi-unit stacked deployments rather than a single backyard installation. That project then became the proving ground for the same developer's next effort.
That next effort is Pasadera, a 12-unit Casita community on roughly three acres outside Stillwater, Oklahoma, launched by developer Zach Punnett and marketed as a resort-style short-term rental destination near Oklahoma State University. Units are fully furnished and aimed at game-day visitors, parents, business travelers and short-term renters, at nightly rates the Company says sit well below comparable local hotel stays. It is described as the first commercial short-term rental community built on BOXABL's technology.
The largest commitment in the release is the Horizons Getaways relationship, a network of eco-luxury cabin resorts across multiple states. Ten units have been delivered to the first two locations, Hideaway Inn in Patrick, South Carolina and a second property in Grapeland, Texas, with additional sites planned across Tennessee, Florida, California and Ohio, subject to securing regulatory approval in Tennessee, Florida and Ohio. Beyond these, the Company continues to deliver units individually to homeowners, dealers and small builders, with recent deployments across California, Utah and New Mexico.
The regulatory line in the release deserves as much attention as the projects. BOXABL states it has secured approvals in Arizona, California, New Mexico, Nevada, South Carolina and Texas, and says it plans to pursue approvals in other high-demand states. Six states is not a national footprint, but it is a measurable number that can be tracked, and it is the constraint that governs how far any of the deployment models above can be replicated.
On the product side, the release updates the catalogue. The Casita, the Company's core product, remains a 361-square-foot studio with full kitchen, bathroom and utilities that unfolds on site in under an hour. The smaller 120-square-foot Baby Box, built to RV code for simpler no-foundation setups, is described as currently in the prototype phase with no production start date determined. Stackable and connectable models intended to form townhomes, multifamily units and larger single-family homes remain in development. The Company's "Build with BOXABL" developer program carries different minimum order sizes depending on the offering: 50 units for current products in states the Company does not presently service, and 100 units for the Phase 2 Developer Series, as set out on the Company's website. Filings are available on EDGAR.
There are several risks associated with the Company's plans.
BOXABL is an early-stage manufacturer whose value depends on producing units at volume, at a cost that works, and selling them; none of that is proven at scale, and the deployments described in this release number in the tens rather than the thousands. The Baby Box has no production start date, and the stackable and connectable models that would take the company from single dwellings to density remain in development with no confirmed timeline. Regulatory approvals cover six states, and expansion beyond them is not assured. The Company became publicly traded through a business combination with a special purpose acquisition company in July 2026, a route associated with volatility, dilution and a limited operating history as a public company, and it filed a universal shelf registration in July 2026 permitting up to $500 million of securities over time, any issuance of which would dilute existing holders. Scaling manufacturing is capital intensive. Past share price performance is not indicative of future results.
CONTINUED... Read this and more news for BOXABL Inc. (Nasdaq: BXBL) at: https://equity-insider.com/pages/boxabl-bxbl/
In other industry developments and happenings in the market this week include:
Cavco Industries, Inc. (Nasdaq: CVCO) shows what a mature factory-built housing business looks like once manufacturing, retail, lending and insurance sit under one roof. The company designs and builds factory-built homes, park model RVs and commercial structures across 33 production lines in the United States and Mexico, and sells them through 92 company-owned retail stores alongside a broad independent distributor network.
In its most recent annual report, Cavco reported selling 20,842 factory-built homes in fiscal 2026, up from 19,753 the prior year and 16,928 the year before that, with a factory-built home order backlog of approximately $195 million in wholesale value at March 28, 2026. It also operates a finance subsidiary, CountryPlace, originating and servicing mortgages and home-only loans, and an insurance subsidiary, Standard Casualty, covering manufactured homes.
Two things follow from that description. The first is scale: a company shipping more than twenty thousand homes a year is operating in a different universe from one describing deployments of ten and twelve units. The second is structure. Cavco does not merely manufacture; it retails, it finances and it insures, which its filings describe as integral to selling a factory-built home, since a buyer generally needs someone willing to lend against it. Cavco is also a leading producer of park model RVs and vacation cabins, which is the same category as the park-model units in the campground deployment described above, so the competitive overlap is direct rather than theoretical.
Champion Homes, Inc. (NYSE: SKY) sets out the same structure in its own terms. Formerly known as Skyline Champion and now operating under the Champion Homes name while retaining the same ticker, the company reported fiscal 2026 net sales of $2.7 billion, up 7.3%, with net income of $206.9 million and adjusted EBITDA of $308.2 million, ending the year with $638.3 million in cash after $200.0 million of share repurchases.
In its fiscal 2026 results, President and Chief Executive Officer Tim Larson attributed the year to addressing unmet demand from affordability-constrained consumers, and pointed to what he called a differentiated channel strategy alongside the company's family of brands. In the preceding quarter the company sold 6,270 homes in the United States at an average selling price of $99,300, and it has been building out retail and digital capability, including the acquisition of Iseman Homes. First quarter fiscal 2027 revenue, reported August 5, 2026, was $710.2 million against a consensus of roughly $702 million.
The average selling price is the number worth holding onto. At roughly $99,300 per home, the incumbents are already delivering affordable housing at volume, which is both the validation of the category and the competitive reality facing anyone entering it. The question for a newer manufacturer is not whether factory-built housing works, but what it can offer that a company with ninety-two retail stores and a captive lender cannot, whether that is a differentiated building technology, a lower delivered cost, or a route to market of its own, and in how many states it can offer it.
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This article is being distributed by Equity Insider, which is wholly owned and operated by Market Equities Limited, a company incorporated under the laws of Ireland ("MEL"). MEL has been paid a fee for BOXABL Inc. (Nasdaq: BXBL) advertising and digital media from Creative Direct Marketing Group ("CDMG"). MEL has not been paid a fee directly by BOXABL Inc., and MEL is not affiliated with, and is a separate and independent entity from, CDMG and BOXABL Inc. MEL also expects to receive further compensation as part of an ongoing digital media effort to increase visibility for the company. No further notice will be given, but let this disclaimer serve as notice that all material, including this article, has been reviewed and approved by BOXABL Inc. and CDMG.
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Cautionary Note Regarding Industry Data and Publisher Commentary. Unit volumes, net sales, average selling prices, backlog figures, production line and retail store counts, and subsidiary descriptions attributed to Cavco Industries, Inc. and Champion Homes, Inc. are as reported by those companies in their own public disclosures and have not been independently verified by the publisher. Statements attributed to named executives are as reported by the company that employed them at the time. Observations in this article regarding the relative importance of manufacturing, distribution, financing and regulatory approval in the factory-built housing sector are the publisher's own commentary drawn from those public disclosures. They are not derived from, and do not purport to reproduce, any third-party market study, analyst report or industry research, and no such report is relied upon. Reasonable readers may draw different conclusions from the same disclosures.
Cautionary Note Regarding Products and Project Descriptions. Project descriptions, unit counts, deployment locations, customer identities, product specifications, deployment times, nightly rate comparisons and regulatory approval status referenced in this article are as described by the Company and have not been independently verified by the publisher. The individual deployments described were previously disclosed by the Company through its website, prior news releases and its filings with the Securities and Exchange Commission; their presentation here is a consolidation of previously disclosed information and does not constitute new disclosure. The Baby Box is described by the Company as currently in the prototype phase with no production start date determined, and any earlier statements regarding anticipated Baby Box production timing should be read as superseded. Stackable and connectable models designed to form townhomes, multifamily units and larger single-family homes remain in development and no production timeline has been confirmed. Minimum order sizes under the "Build with BOXABL" developer program are stated by the Company on its website as 50 units for current products in states the Company does not presently service and 100 units for the Phase 2 Developer Series; these are the Company's stated terms and are subject to change by the Company. Regulatory approvals are stated for Arizona, California, New Mexico, Nevada, South Carolina and Texas; approvals in other jurisdictions have not been obtained and there is no assurance that they will be. Completed projects described in this article are historical deployments and are not indicative of future order volumes, revenue or profitability.
Cautionary Note Regarding the Business Combination and Capital Structure. BOXABL Inc. became a publicly traded company through a business combination with FG Merger II Corp., a special purpose acquisition company, completed in July 2026, with the shares beginning trading on the Nasdaq Stock Market under the symbol BXBL on July 20, 2026. Companies that become public through special purpose acquisition transactions may be subject to risks including share price volatility, dilution, limited operating history as a public company, and redemption-related capital reductions. In July 2026 the Company filed a universal mixed shelf registration statement that would permit it to offer up to $500,000,000 of securities over time; any such issuance would be dilutive to existing holders. References to capital raised since inception and to the number of investors are as disclosed by the Company. Readers should review the Company's filings with the U.S. Securities and Exchange Commission at www.sec.gov, including its periodic reports, in full.
Cautionary Note Regarding Referenced Companies. References to Cavco Industries, Inc. and Champion Homes, Inc. are provided solely as market and sector context. Those companies are not peers, competitors, or financial comparables of BOXABL Inc. in any investment sense. They are substantially larger, established, profitable manufacturers operating at volumes and with distribution, finance and insurance infrastructure that the profiled company does not possess, and their revenues, unit volumes, backlogs, margins, average selling prices and share performance are not indicative of BOXABL Inc.'s prospects. Neither company is involved in the production or distribution of this article. No partnership, affiliation, sponsorship, or endorsement is implied. References to American Campground, Catholic Charities, Horizons Getaways, Pasadera, Oklahoma State University and any named developer describe customers, projects or locations as disclosed by the Company and do not imply any endorsement of the Company or its securities by those parties.
Eagle Eye Disclosure. Eagle Eye is an investor signal-intelligence platform affiliated with the publisher of this article, and this reference constitutes promotion of an affiliated product. Eagle Eye is not a broker-dealer, and nothing in the platform or in this article is financial, investment, tax, or legal advice. Data provided in the platform is for informational purposes only and may be delayed. Always do your own research before making any investment decision. See it at eagle-eye.dev.
Cautionary Note Regarding Forward-Looking Statements. This publication contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including projections of market opportunity and market share, estimates of customer adoption, projections of development and commercialization costs and timelines, expectations regarding the Company's ability to execute its business model, the deployment of the Casita, the development and potential production of the Baby Box and of stackable and connectable modules, the pursuit of additional state regulatory approvals, expectations concerning relationships with customers, developers, strategic partners, suppliers, governments and regulatory bodies, and the potential for future projects. Such statements are generally identified by words such as "plan", "project", "will", "estimate", "intend", "expect", "believe", "target", "continue", "could", "may", "might", "possible", "potential" or "predict". You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause actual circumstances, events, or results to differ materially, including manufacturing, supply chain, permitting, regulatory, financing, dilution, listing, competitive and market risks, and other risks identified in the Company's filings with the Securities and Exchange Commission. Do not place undue reliance on such statements. The forward-looking statements in this publication are made as of the date above and Equity Insider undertakes no obligation to update them.
Lumber treater and building products distributor joins Lowe's for panel discussions and brings its enhanced solutions to more than 7,000 Latino industry leaders
, /PRNewswire/ -- ProWood®, a building products distributor and leading manufacturer and treater of premium pressure-treated lumber, will join Lowe's for two panel discussions and bring its decking, framing, and outdoor living lineup to Booth 413 in the National Hispanic Construction Alliance (NHCA) Construction Village at AVANCE Global 2026, Sept. 14–16, at the Bellagio Resort & Casino in Las Vegas.
The three-day event will draw more than 7,000 business leaders, entrepreneurs, investors, executives, athletes, and cultural innovators for programming focused on Latino business, leadership, and economic opportunity.
Both panel discussions featuring ProWood and Lowe's take place Monday, Sept. 14:
Nuestras Manos: Building the Workforce That Builds America: A conversation with Lowe's, ProWood, and national partners on strengthening talent pipelines, training, and career pathways for skilled trades workers within the Hispanic community. The Construction Supply Chain: Connecting Contractors to Materials, Pricing & Scale: How contractors plug into the materials supply chain, working with ProWood, Lowe's, and group purchasing to unlock procurement leverage and better pricing at scale. "AVANCE gives us the chance to meet directly with the Hispanic contractors, builders, and developers who are playing an important role in shaping the future of construction," said Darren Bennett, ProWood's vice president of sales and marketing and a member of the NHCA Corporate Advisory Council. "We're excited to showcase our products, strengthen relationships across the industry, and support NHCA's work creating new opportunities for Hispanic construction professionals."
Decking and outdoor living products manufactured by or distributed by ProWood on display include:
ProWood TrueFrame™ Joist, the brand's enhanced treated lumber solution for deck framing. Made from #1 grade Southern Yellow Pine and kiln-dried after treatment with a proprietary next-generation stabilizer additive, it is factory-planed for consistent sizing and flat edges, treated to UC4A ground contact standards, and backed by ProWood's Limited Lifetime Warranty. Deckorators® composite decking, including Surestone® technology products. Built with a mineral-based core containing no wood fiber, Surestone boards absorb virtually no moisture, resist warping and staining, and deliver the best strength-to-weight ratio of any composite deck board in the industry. The ProWood team will also have information available on EDGE trim and siding, including the new Arris™ exterior trim, which pairs Surestone technology with minimal thermal movement to keep mitered joints tight through seasonal temperature swings.
ProWood's participation in AVANCE builds on its existing partnership with NHCA. Announced in early 2026, this partnership supports career pathways for Hispanic builders and trade workers.
For more information and the full agenda for NHCA at AVANCE Global 2026, visit NHCA at AVANCE.
ProWood will extend its outreach to the Hispanic construction community at the Latino Builders Show, Sept. 24, at the Baltimore Convention Center. There, the team will present the ProWood Level Slide Challenge, a contest showcasing the smooth, level surface achieved when building with TrueFrame Joist.
ABOUT PROWOOD
ProWood, a brand of UFP Retail Solutions, LLC, a UFP Industries company, is the industry's foremost manufacturer-distributor of lumber products and premier building materials. With a nationwide presence and a diverse range of products tailored for both building professionals and DIY homeowners, we deliver solutions that meet every need. Backed by industry-leading warranties and a relentless commitment to innovation, ProWood leads the way in education and product expertise, ensuring an exceptional customer experience at every touchpoint.
To learn more about ProWood, visit www.prowood.com or call 844-529-5882.
UFP INDUSTRIES, INC. (NASDAQ: UFPI)
UFP Industries, Inc. is a holding company whose operating subsidiaries – UFP Packaging, UFP Construction and UFP Retail Solutions – manufacture, distribute and sell a wide variety of value-added products used in residential and commercial construction, packaging and other industrial applications worldwide. Founded in 1955, the company is headquartered in Grand Rapids, Mich., with affiliates in North America, Europe, Asia and Australia. For more about UFP Industries, go to www.ufpi.com.
Historic core from TSD-009 returned 477 g/t silver by fire assay and 509 g/t silver by ICP-AES, compared with the original result of 466 g/t silver.TSD-002 returned 287 g/t silver by fire assay and 301 g/t silver by ICP-AES, compared with the original result of 161 g/t silver.All three selected core samples returned silver values equal to or higher than their corresponding historical assays.Americore intends to appoint a technical contractor to complete an updated Mineral Resource Estimate and NI 43-101 Technical Report, targeted for Q4 2026.Vancouver, British Columbia--(Newsfile Corp. - September 9, 2026) - Americore Resources Corp. (TSXV: AMCO) (FSE: 5GP) (OTCQB: AMCOF) ("Americore" or the "Company") is pleased to report encouraging analytical results from confirmatory due-diligence sampling completed at the Trinity Silver Project in Pershing County, Nevada.
The program was undertaken as a preparatory step toward completing an updated Mineral Resource Estimate ("MRE") and NI 43-101 Technical Report for Trinity.
Three samples were collected from selected intervals of historic drill core from the 2006 drilling program completed by Renaissance Gold Inc. Each sample represented a five-foot interval of core. A fourth sample was collected from what appears to be one of the historic stockpiles located on the property.
The confirmatory results compared favourably with the historical silver assays. Most notably, sample 158853 from drill hole TSD-002 returned 287 g/t silver by fire assay and 301 g/t silver by ICP-AES, compared with the original assay of 161 g/t silver.
Sample 158852 from TSD-009 confirmed high-grade silver mineralization, returning 477 g/t silver by fire assay and 509 g/t silver by ICP-AES, compared with the original result of 466 g/t silver.
Selected Analytical Results
The new lead and zinc analyses also confirmed polymetallic mineralization within the selected core intervals. New results included 0.795% lead in sample 158853 and 1.565% zinc in the same sample.
The sampling program was limited and confirmatory in nature. The results should not be considered representative of the entire mineralized system or the historic stockpiles.
Management Commentary
"These results provide an encouraging independent check of selected historical data from Trinity," said Justin Hanka, Chief Executive Officer of Americore Resources Corp.
"Each of the three core samples returned silver values that met or exceeded its corresponding historical assay, including up to 509 g/t silver from TSD-009 and 301 g/t silver from TSD-002. These results provide additional confidence as we move toward the next phase of technical work at Trinity.
"Our immediate priority is to appoint the appropriate technical team to complete an updated Mineral Resource Estimate and NI 43-101 Technical Report. We believe that methodically validating the historical database provides the right technical foundation for demonstrating Trinity's potential and planning the next phase of work."
Sample Preparation and Analytical Procedures
The samples were shipped by courier from Reno, Nevada, to ALS Canada Ltd. in North Vancouver, British Columbia, by the consultant who collected them.
For silver analysis, the samples were crushed to 90% passing two millimetres. A 1,000-gram split was then pulverized to 85% passing 75 microns. Silver analysis was completed using ALS method Ag-GRA22, consisting of a 50-gram fire assay with a gravimetric finish.
Multi-element analysis was completed using ALS method ME-ICPORE, which analyzes 19 elements using an oxidizing digestion and ICP-AES finish. Sample preparation consisted of fine crushing to 70% passing two millimetres, followed by pulverization of a 250-gram split to 85% passing 75 microns.
Next Steps
Americore intends to appoint a qualified technical contractor to complete an updated Mineral Resource Estimate and prepare a supporting NI 43-101 Technical Report for the Trinity Silver Project. The Company currently anticipates completing this work during Q4 2026.
Qualified Person
The technical information contained in this news release has been reviewed and approved by Chris M. Healey, P.Geo., Chief Geologist and Director of Americore Resources Corp., a Qualified Person as defined under NI 43-101.
The Company is listed on the TSX Venture Exchange.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
Disclaimer for Forward-Looking Information
Certain statements in this release are forward-looking statements, which reflect the expectations of management regarding AMERICORE's intention to continue to identify potential transactions and make certain corporate changes and applications. Forward-looking statements consist of statements that are not purely historical, including any statements regarding beliefs, plans, expectations or intentions regarding the future. Such statements are subject to risks and uncertainties that may cause actual results, performance or developments to differ materially from those contained in the statements. No assurance can be given that any of the events anticipated by the forward-looking statements will occur or, if they do occur, what benefits AMERICORE will obtain from them. These forward-looking statements reflect managements' current views and are based on certain expectations, estimates and assumptions which may prove to be incorrect. A number of risks and uncertainties could cause actual results to differ materially from those expressed or implied by the forward-looking statements, including AMERICORE's inability to identify transactions having satisfactory terms or at all and the results of exploration or review of properties that AMERICORE does acquire. These forward-looking statements are made as of the date of this news release and AMERICORE assumes no obligation to update these forward-looking statements, or to update the reasons why actual results differed from those projected in the forward-looking statements, except in accordance with applicable securities laws.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313540
Source: Americore Resources Corp.
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Solution couples recovery speed with recovery cleanliness, helping organizations maintain access to critical systems when identity infrastructure is compromised
, /PRNewswire/ -- Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced Commvault Active Directory Pre Recover. This new solution, which utilizes existing Commvault technologies – including Commvault Cleanroom and Threat Scan, can reduce the time it takes to cleanly recover Active Directory ("AD") from hours to minutes.
Active Directory Pre Recover creates a clean, standby copy of AD in an isolated, air-gapped Cleanroom environment. When disaster or disruption strikes, rather than waiting for a full forest recovery, or relying on complicated identity synchronization, organizations can fail over in minutes to this clean copy and keep the business running. Commvault also utilizes Threat Scan to continuously scan AD backups so the standby copy is free of malicious content.
This innovation comes as identity systems have become a primary target for attackers and organizations are facing increased pressure to restore rapidly and without risk of re-infection.
"Identity is foundational to every enterprise application, user, and business process," said Rajiv Kottomtharayil, Chief Products Officer, Commvault. "Commvault has already made significant progress reducing identity recovery times from weeks to hours, and now we are extending that progress toward near-real-time availability. The result is faster access to critical business systems and greater confidence during cyber recovery."
Additional Benefits of Commvault Active Directory Pre Recover:
Keep critical operations running during a cyber incident: With the AD standby copy stored in Cleanroom, organizations can have peace of mind that, in the event production identity services are unavailable, trusted access to critical systems can continue. Minimize application and infrastructure disruption: Applications can continue authenticating against trusted identity services without requiring complicated replication of accounts in alternate Identity and Access Management Systems or waiting for a full forest restore to complete. Availability
Commvault Active Directory Pre Recover will be available for early access in the coming months, delivered as part of Commvault's Identity Resilience portfolio. All enterprise AD customers will receive Active Directory Pre Recover as part of their existing license, including a lite version of Cleanroom. This offering will be available globally through Commvault's partner ecosystem.
About Commvault
Commvault (NASDAQ: CVLT) is a leader in unified resilience at enterprise scale. In a constantly evolving threat landscape, Commvault keeps customers ready by unifying data security, identity resilience, and cyber recovery, on one cloud-native, AI-enabled platform. Customers trust Commvault to conduct the fastest, most complete recoveries – not just their data, but their entire business. Purpose-built for the agentic enterprise, Commvault also enables organizations to safely embrace AI while protecting against AI-driven threats.
American Eagle Outfitters, Inc. (NYSE:AEO) will release earnings for its second quarter after the closing bell on Wednesday, Sept. 9.
Analysts expect the company to report quarterly earnings of 22 cents per share, down from 45 cents per share in the year-ago period. The consensus estimate for American Eagle’s quarterly revenue is $1.37 billion. It reported $1.28 billion last year, according to Benzinga Pro.
The company has beaten analyst estimates for revenue in four straight quarters and in six of the past 10 quarters overall.
With the recent buzz around American Eagle, some investors may be eyeing potential gains from the company’s dividends too. As of now, AEO has an annual dividend yield of 2.90%, which is a quarterly dividend amount of 12.5 cents per share (50 cents a year).
To figure out how to earn $500 monthly from American Eagle, we start with the yearly target of $6,000 ($500 x 12 months).
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Next, we take this amount and divide it by AEO’s $0.50 dividend: $6,000 / $0.50 = 12,000 shares.
So, an investor would need to own $206,640 worth of American Eagle, or 12,000 shares to generate a monthly dividend income of $500.
Assuming a more conservative goal of $100 monthly ($1,200 annually), we do the same calculation: $1,200 / $0.50 = 2,400 shares, or $41,328 to generate a monthly dividend income of $100.
Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.
The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change.
For example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60).
Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40).
Further, the dividend payment itself can also change over time, which can also impact the dividend yield. If a company increases its dividend payment, the dividend yield will increase even if the stock price remains the same. Similarly, if a company decreases its dividend payment, the dividend yield will decrease.
AEO Price Action: Shares of American Eagle fell 1% to close at $17.22 on Tuesday.
U.S. oilfield services provider Baker Hughes (BKR.O) raised its forecast for full-year revenue on Wednesday, reflecting the benefits of its $13.6 billion acquisition of industrial equipment maker Chart Industries earlier this year.
Baker Hughes completed the deal in July after securing EU antitrust approval on the condition it would sell Chart's proprietary process technology and its small-scale process technology business, and ensure the interoperability of its gear with third parties' LNG equipment.
The company now expects revenue of $28.50 billion to $30.30 billion in 2026, up from its prior forecast of $26.65 billion to $28.05 billion.
Annual adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) is expected at $4.88 billion to $5.48 billion, compared with its earlier forecast of $4.6 billion to $5.1 billion.
Baker Hughes shares were up 1.2% in premarket trading.
Chart's contributions to the company's results are expected to be weighted to the fourth quarter, Baker Hughes said.
Analysts expect the company to report revenue of $28.31 billion and core profit of $5.09 billion in 2026, according to data compiled by LSEG.
, /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, announces the launch of Morpheus8 Cool, the next evolution of its renowned Morpheus8 technology. Available exclusively on the new expandable Morpheus8MAX platform, Morpheus8 Cool advances radiofrequency (RF) microneedling with enhanced comfort, precision, control, and safety.
Recognized as the world's #1 RF microneedling procedure, Morpheus8 is establishing a new industry standard with Morpheus8 Cool. The new handpiece and large-surface cooling tip feature game-changing Cool Comfort Technology, intelligently managing the thermal profile to elevate the treatment experience. Morpheus8 Cool also features a new interactive user interface for enhanced control and safety. Practitioners can select Guided Mode, with preset, clinically effective parameters that support consistent, repeatable outcomes, or Manual Mode for fully customizable settings.
"Developed in response to feedback from our providers, Guided Mode within the Morpheus8MAX platform offers greater versatility across their practices," said Dr. Michael Kreindel, InMode Chief Technology Officer and co-founder. "Its intuitive design gives practitioners greater flexibility to tailor treatments to each patient's skin concerns and anatomy while delivering the remarkable results patients and providers have come to expect from Morpheus8."
"Morpheus8 Cool addresses an important challenge in aesthetics: how to make a proven, successful technology even better," said Dr. Eran Krieger, Chief Medical Officer at InMode. "By cooling the skin's surface while treating the targeted tissue, we preserve the remodeling effect without compromising treatment. We are not changing the treatment—we are elevating the patient experience."
"The excitement surrounding Morpheus8 Cool was undeniable when we introduced it at our Insider Summit in Las Vegas," said Michael Dennison, InMode President, North America. "Providers immediately recognized the value of greater comfort, precision, and control, and the enthusiastic response reinforced the strong demand for this next evolution of Morpheus8 technology."
About InMode
InMode is a leading global provider of innovative medical technologies. InMode develops, manufactures, and markets devices harnessing novel radiofrequency ("RF") technology. InMode strives to enable new emerging surgical procedures as well as improve existing treatments. InMode has leveraged its medically accepted minimally invasive RF technologies to offer a comprehensive line of products across several categories for plastic surgery, gynecology, dermatology, otolaryngology, and ophthalmology. For more information about InMode and its wide array of medical technologies, visit www.inmodemd.com.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.
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.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Bloom Energy Corporation (“Bloom Energy” or the “Company”) (NYSE: BE) on behalf of investors that purchased or otherwise acquired Bloom Energy securities between February 27, 2025 and July 8, 2026 (the “Class Period”).
CLICK HERE TO JOIN THE CASE
If you are an investor in Bloom Energy 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 September 28, 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 “[o]n July 8, 2026, at approximately 1:00 p.m. EST, Hunterbrook Media published a report alleging, among other things, that ‘Bloom is . . . reliant on Chinese scandium, according to global trade data, Chinese corporate filings, satellite imagery, and Hunterbrook’s messages with Bloom’s suppliers in China.’” Further, the complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose (1) that Bloom Energy obtained scandium through intermediaries who sourced the metal from China, and (2) that, as a result, the Company understated the extent to which it relied on scandium from China.
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.
LAS VEGAS, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Bitcoin Bancorp, Inc. (OTC: BCBC) (“Bitcoin Bancorp” or the “Company”), a diversified digital asset infrastructure and Banking-as-a-Service (BaaS) development company and holder of foundational U.S. patents related to Bitcoin ATMs, today announced that it has been designated as a successful bidder for certain key assets of Bitcoin Depot Inc. and its affiliated debtors in Chapter 11 proceedings pending before the U.S. Bankruptcy Court for the Southern District of Texas.
Under multiple agreements with Bitcoin Depot, Bitcoin Bancorp is acquiring assets that include approximately 2,446 Bitcoin ATM kiosks, associated floorspace agreements, parts inventory, intellectual property, trademarks, patents, the BitcoinDepot.com domain name and other related digital assets. The transactions were approved by the Bankruptcy Court pursuant to Section 363 of the U. S. Bankruptcy Code, under which the court-approved sales provide for acquired assets to be transferred free and clear of interests in such property, subject to the terms and conditions of the applicable Sale Order(s).
Certain portions of the transactions have already closed, and Bitcoin Bancorp is in the process of taking possession of acquired assets pursuant to the Court’s Sale Orders. Final closings remain subject to customary closing conditions. The Company currently expects the remaining closings to be completed during the upcoming quarter and expects the acquired assets to be reflected in future Company reports.
Bitcoin Depot, founded in 2016, developed into one of North America’s largest Bitcoin ATM operators and among the largest globally. According to Bitcoin Depot Inc.’s Form 10-K for the year ended December 31, 2025, Bitcoin Depot operated approximately 9,700 owned and leased kiosks across 48 U.S. states, 10 Canadian provinces and six Australian states, in addition to its BDCheckout product at approximately 16,300 retail locations. From its inception in July 2016 through December 31, 2025, Bitcoin Depot reported completing more than 4.0 million user transactions representing approximately $3.4 billion in total transaction value.
Bitcoin Bancorp believes the acquired assets could accelerate the expansion of its Bitcoin ATM infrastructure while adding technology, intellectual property and digital brand assets that complement its existing portfolio. The acquired intellectual property is expected to complement Bitcoin Bancorp’s subsidiary’s existing U.S. patents, identified as US9135787B1 and US10332205B1, while the BitcoinDepot.com domain and related digital properties would expand the Company’s online presence and customer reach.
The addition of 2,446 kiosks and related agreements could also provide Bitcoin Bancorp with a more capital-efficient path to expanding its physical infrastructure than deploying an equivalent footprint entirely through organic development. The Company believes this approach could shorten the time required to expand its network while reducing the capital and operational resources that would otherwise be required to build comparable infrastructure from the ground up.
“These transactions represent an important inflection point for Bitcoin Bancorp,” said Eric Noveshen, Executive Vice-President of Bitcoin Bancorp. “Acquiring established Bitcoin ATM infrastructure, intellectual property and digital assets through the bankruptcy process could materially accelerate our business strategy compared with building an equivalent platform entirely through organic expansion. We believe this provides Bitcoin Bancorp with an opportunity to shorten the company’s developmental timeline, the ability to deploy capital more efficiently and strengthen both the scale of the physical network and digital presence as we integrate these assets.”
Bitcoin Bancorp expects the acquired assets, once integrated, to support broader geographic access to Bitcoin ATM services, additional infrastructure for cash-to-Bitcoin transactions, technology and operational improvements, and longer-term product development connecting physical retail infrastructure with digital asset services. The Company intends to maintain its focus on compliant, transparent and user-friendly access to Bitcoin and other digital assets.
While the broader Bitcoin ATM and cryptocurrency industry continues to evolve amid increasing regulatory oversight and industry consolidation, Bitcoin Bancorp continues to believe that those conditions may create opportunities for operators with infrastructure, intellectual property, compliance capabilities and efficient cost structures. The Company intends to continue evaluating opportunities that support scalable Bitcoin ATM infrastructure and complimentary business opportunities while maintaining its focus on regulatory adherence and shareholder value.
About Bitcoin Bancorp, Inc.
Headquartered in Las Vegas, Nevada, Bitcoin Bancorp, Inc. (OTC: BCBC) is a diversified digital asset infrastructure and Banking-as-a-Service (BaaS) company focused on expanding secure retail access to cryptocurrency and next-generation financial services through licensed Bitcoin ATM networks, blockchain technologies, and Web 3.0–enabled platforms. As previously announced, Bitcoin Bancorp, through its wholly owned subsidiary First Bitcoin Capital LLC, owns and exclusively licenses foundational intellectual property related to Bitcoin ATMs, including U.S. Patent Nos. US9135787B1 and US10332205B1. Bitcoin Bancorp owns Bitcoin ATMs that are operated by licensed third-party operators within the jurisdictions in which they reside, forming a growing network of compliant retail access points for digital assets across convenience-store and retail environments. Bitcoin Bancorp is committed to advancing blockchain-enabled financial infrastructure through secure technology platforms, strategic retail partnerships, and responsible operating standards. Bitcoin Bancorp is not licensed as a bank in the United States and does not provide custody or banking services.
Shareholders, potential investors, and others should note that we announce material events and material financial information to our shareholders and the public using our website and the social media addresses listed below, as well as in our OTC Markets’ disclosures, press releases, public conference calls, and webcasts. We also use social media to communicate with our email subscribers and the public about Bitcoin Bancorp, services, and other related information. It is possible that the information we post on social media could be deemed to be material information. Therefore, we encourage shareholders, the media, and others interested in Bitcoin Bancorp to review the information we post on Bitcoin Bancorp’s social media channels listed below. This list may be updated from time to time.
For investor and general information, please email [email protected]
Join our newsletter and view our Blog at: https://bitcoinbancorp.com/blog/
Follow us at: Website:https://www.BitcoinBancorp.com/X (f/k/a Twitter):@BCBC_stockReddit:https://www.reddit.com/r/BULT/Facebook:https://www.facebook.com/BulletBlockchainInc/Instagram:https://www.instagram.com/bitcoin_bancorp/#LinkedIn:https://www.linkedin.com/in/bitcoin-bancorp-inc/Medium:https://medium.com/@bitcoinbancorp Find investor and general information at: https://www.otcmarkets.com/stock/BCBC/overview
Forward-Looking Statements:
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Statements in this press release that are not statements of historical or current fact constitute “forward-looking statements.” Such forward-looking statements involve known and unknown risks, uncertainties, and other unknown factors that could cause the Company's actual operating results to be materially different from any historical results or from any future results expressed or implied by such forward-looking statements. In addition to these factors, actual future performance, outcomes, and results may differ materially because of more general factors, including (without limitation) general industry and market conditions and growth rates, economic conditions, and governmental and public policy changes. The forward-looking statements included in this press release represent the Company's views as of the date of this press release, and these views could change at some point in the future. However, the Company specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing the Company's views as of any date subsequent to the date of the press release. In addition to statements that explicitly describe these risks and uncertainties, readers are urged to consider statements that contain terms such as “anticipate,” “anticipates,” “believes,” “belief,” “envision,” “expects,” “expect,” “intend,” “plans,” “plan,” to be uncertain and forward-looking.
Braze remains a compelling 'growth at a reasonable price' play, especially after a post-earnings selloff despite strong Q2 results. BRZE raised FY27 revenue guidance to $910–$913M (23–24% y/y growth), reflecting robust AI-driven product adoption and upmarket enterprise expansion. Valuation is attractive at 2.5x–2.9x forward EV/revenue, well below SaaS peers with similar growth, supporting a reiterated buy rating.
U.S. stock futures were mixed this morning, with the Dow futures falling around 0.1% on Wednesday.
Shares of ServiceTitan Inc (NASDAQ:TTAN) fell sharply in pre-market trading after the company reported second-quarter financial results and issued third-quarter sales guidance with its midpoint below estimates.
ServiceTitan reported results for the second quarter of fiscal 2027, which ended July 31, 2026. Revenue rose 21% year over year to $292.8 million, while gross transaction volume increased 17% to $26.8 billion.
For the third quarter of fiscal 2027, ServiceTitan expects revenue of $285 million to $287 million, versus market estimates of $287.874 million.
ServiceTitan shares dipped 16.7% to $67.99 in pre-market trading.
Here are some other stocks moving lower in pre-market trading.
Mind Technology Inc (NASDAQ:MIND) fell 13.7% to $3.62 in pre-market trading after the company reported worse-than-expected second-quarter financial results.Braze Inc (NASDAQ:BRZE) fell 10.6% to $27.10 in pre-market trading after the company reported second-quarter financial results and issued third-quarter adjusted EPS guidance below estimates.Caseys General Stores Inc (NASDAQ:CASY) fell 8.7% to $670.56 in pre-market trading after the company posted first-quarter results.LuxExperience BV-ADR (NYSE:LUXE) fell 5% to $7.00 in pre-market trading. LuxExperience will release fourth quarter financial results before the opening bell on Sept. 16.Target Hospitality Corp (NASDAQ:TH) declined 3.8% to $19.49 in pre-market trading after the company announced pricing of upsized secondary offering and concurrent stock repurchase.Trending
BOXABL Inc (NASDAQ:BXBL) fell 3.2% to $4.23 in pre-market trading.Palisade Bio Inc (NASDAQ:PALI) dipped 3.2% to $2.13 in pre-market trading.Qfin Holdings Inc – ADR (NASDAQ:QFIN) fell 3.2% to $8.56 in pre-market trading.Immunome Inc (NASDAQ:IMNM) fell 3.1% to $25.97 in pre-market trading.Adaptive Biotechnologies Corp (NASDAQ:ADPT) declined 3% to $23.62 in pre-market trading.Nomad Foods Ltd (NYSE:NOMD) slipped 2.3% to $11.20 in pre-market trading.Photo via Shutterstock
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Braze Inc (NASDAQ:BRZE) reported upbeat earnings for the second quarter on Tuesday.
The company posted quarterly earnings of 19 cents per share which beat the analyst consensus estimate of 16 cents per share. The company reported quarterly sales of $227.230 million which beat the analyst consensus estimate of $219.918 million.
Braze raised its FY2027 adjusted EPS guidance from $0.61-$0.65 to $0.64-$0.65 and also raised its sales guidance from $895.000 million-$899.000 million to $910.000 million-$913.000 million.
“Our strong second quarter results underscore the essential role Braze plays for brands globally, delivering 26% year-over-year revenue growth alongside improving operating leverage and record second quarter free cash flow,” said Bill Magnuson, Cofounder and CEO of Braze.
Braze shares fell 13.7% to $26.15 in pre-market trading.
These analysts made changes to their price targets on Braze following earnings announcement.
Piper Sandler analyst Billy Fitzsimmons reiterated Braze with an Overweight rating and raised the price target from $27 to $30. Stephens & Co. analyst Brett Huff maintained the stock with an Overweight rating and raised the price target from $31 to $34. Citizens analyst Patrick Walravens reiterated the stock with a Market Outperform and maintained a $35 price target. BTIG analyst Nick Altmann reiterated the stock with a Buy and maintained a $35 price target. Needham analyst Scott Berg reiterated the stock with a Buy and maintained a $50 price target. Considering buying BRZE stock? Here’s what analysts think:
Photo via Shutterstock
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Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling a growth story that looked strong on almost…
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Braze (NASDAQ:BRZE | BRZE Price Prediction) delivered a beat and a raise on Tuesday afternoon, and its stock is tumbling anyway. The gap tells you the market is pricing the next quarter’s earnings line rather than the full-year trajectory management is trying to build.
Braze stock is down 12% to $26.58 early Wednesday after the company guided fiscal third-quarter adjusted earnings below what analysts had modeled. The move erases much of the summer bounce and puts the shares back into the $27 range on heavy volume.
Meanwhile, Klaviyo (NYSE:KVYO) stock is up 3% to $18.42, notably refusing to sell off in sympathy with its closest-sized peer. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) is nearly unchanged at $102.90. At the same time, the Invesco QQQ Trust (NASDAQ:QQQ) is down 0.36% to $715.80, so large-cap tech weakness isn’t the driver of Braze’s move.
Guidance Line Behind the Selloff Braze’s second-quarter fiscal 2027 print looked strong on the surface. The company’s revenue reached $227.23 million, up 26.2% year over year (YoY), and its non-GAAP EPS of $0.19 beat the $0.16 consensus. Dollar-based net retention at Braze improved to 110% and its free cash flow jumped to $21.7 million.
CEO Bill Magnuson said Braze delivered 26% year-over-year revenue growth alongside improving operating leverage and record second-quarter free cash flow. The company’s non-GAAP operating margin expanded to 9.7% from 3.4% a year earlier, and its large-customer cohort (spending at least $500,000 annually) grew to 361 from 282.
The selloff traces to one line. Braze guided its third-quarter fiscal 2027 adjusted EPS to a range of $0.13 to $0.14, below Street models, even as its Q3 revenue guidance of $229 million to $230 million came in above consensus. Analysts at Raymond James told investors to buy the dip, calling Braze a secular winner and pointing to management’s plan to accelerate investments ahead of next fiscal year.
Peers Sit Out the Move Klaviyo already reported its own Q2 on August 5, with revenue growth of 26.4% YoY and a raised full-year revenue outlook of $1.526 billion to $1.534 billion. That report is still doing the work today, keeping Klaviyo stock steady while Braze absorbs the guidance repricing.
Twilio (NYSE:TWLO), HubSpot (NYSE:HUBS), and Monday.com (NASDAQ:MNDY) round out the customer engagement and CRM peer group, and none is trading down in sympathy this morning. The flat move in the software fund confirms this is a single-name repricing, not a sector verdict on growth software.
The bull and bear cases are reading the same fact in opposite directions. The bulls point to Braze’s $1.1 billion in remaining performance obligations, up 27% YoY, plus a completed $50 million repurchase and a fresh authorization of the same size. The bears see softer near-term margins landing at a moment when the market wants proof of AI leverage now.
What to Watch Next Braze hosts its Forge 2026 flagship conference September 28-30 in Las Vegas, with an investor reception on Tuesday, September 29. Investors can watch for management’s commentary on AI Decisioning Studio, Agent Console adoption, and the newly signed three-year AWS strategic collaboration that expands Marketplace procurement and joint go-to-market.
Braze also flagged Q3 margin pressure tied to Forge, global customer events, and new sales capacity added ahead of next year, which is exactly the spending pattern reflected in the softer earnings guide. Traders can stay tuned for the first sell-side revisions on out-year estimates, which will decide whether today’s move gets bought back into the print.
Investors weighing their exposure should calibrate their holdings carefully given management’s decision to spend ahead of next year’s growth. Share positions should reflect the fact that Braze’s near-term margin dip is planned rather than accidental, and that the software fund held firm while a single name absorbed the guidance shock.
Contact [email protected] for any questions or corrections.
CHICAGO, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Cyberattacks are becoming more frequent, disruptive and difficult for organizations to remediate quickly. In the past 18 months, 60% of organizations experienced at least one material impact, according to a commissioned study conducted by Forrester Consulting on behalf of TransUnion (NYSE: TRU).
The research, based on a survey of 327 director-level and above decision-makers who influence or make decisions on incident response strategy, found 40% said their organization lacks an end-to-end incident response partner, while 37% said they do not have a comprehensive incident response plan in place. The full findings will be discussed in the upcoming webinar, Close the Incident Response Gap: How to Strengthen Readiness, Recovery and Trust, on September 22.
“The aftermath of a cyberattack is very chaotic and complex, and most businesses cannot adequately prepare for it on their own,” said Matt Cullina, head of TransUnion’s global cyber insurance business, which helps organizations minimize harm and restore consumer confidence. “Having the right partner can help minimize the damage and get businesses back to normal much faster.”
The study found organizations recognize the need for comprehensive support from expert partners. Three in four respondents (76%) indicated that end-to-end incident response readiness and response support are either “very important” or “mission-critical” when selecting a partner.
In addition, more than 70% of respondents said their organization already uses at least one external incident response provider. However, only 46% said their current provider delivers that capability very well or extremely well, which explains why 41% plan to reevaluate their external incident response providers in the next 12 months.
One of the biggest barriers to adequate incident response support is the cost of retaining outside expertise, especially for midmarket and below organizations with smaller budgets. The study provides several recommendations for maximizing the investment, including:
Utilize retainer time for proactive readiness preparation. This may include conducting initial readiness assessments and internal first responder training to familiarize team members with their roles and basic protocols.Organize cross-functional incident tabletop exercises and realistic crisis simulations to stress test and refine the incident response team’s capabilities. These should involve executive leadership, legal, communications, operations, and other key stakeholders.Prepare external breach communications to customers, partners and employees in advance of an incident. Involve privacy counsel, public relations and HR to hone messaging and have it approved and ready to deploy. While there will be gaps for details specific to each incident, the core messages communicating diligence in resolving the issue and restoring trust will be the same. After exercises or incidents, update plans and playbooks with lessons learned. Periodically reassess external incident response providers to ensure their capabilities and support remain aligned with evolving risks and business needs. “Incident response should be treated as a continuous readiness cycle, not a one-time plan,” added Cullina. “The organizations best positioned to withstand cyber events are those that test their playbooks, include legal, communications and executive stakeholders in tabletop exercises, and continually reevaluate whether their providers can meet today’s threat environment.”
TransUnion incident response solutions help organizations build readiness and move from uncertainty to action. With over 15 years of industry expertise, TransUnion provides flexible services that coordinate responses, reduce disruptions, and support affected individuals. Click here to learn more.
About the study
In this study, Forrester conducted an online survey of 327 director-level and above decision-makers in the United States who influence or make decisions on their organization’s incident response strategy and partner selection. Respondents represented enterprise and midmarket organizations across energy and utilities, financial services, healthcare, insurance, retail and telecommunications services. The study began in February 2026 and was completed in March 2026.
About TransUnion (NYSE: TRU)
TransUnion is a global information and insights company with over 13,000 associates operating in more than 30 countries. We make trust possible by ensuring each person is reliably represented in the marketplace. We do this with a Tru™ picture of each person: an actionable view of consumers, stewarded with care. Through our acquisitions and technology investments we have developed innovative solutions that extend beyond our strong foundation in core credit into areas such as marketing, fraud, risk and advanced analytics. As a result, consumers and businesses can transact with confidence and achieve great things. We call this Information for Good® — and it leads to economic opportunity, great experiences and personal empowerment for millions of people around the world. http://www.transunion.com/business
Vistra has spent nine months drifting lower while Wall Street piled up bullish price targets, and at least one major bank now sees a setup that looks nothing like the slow bleed playing out on the chart.
Vistra (NYSE:VST | VST Price Prediction) currently trades at $151.72, while the average Wall Street price target sits at $217.42. That gap implies roughly 43% upside, and one bank believes the stock could nearly double from here.
Vistra is one of the largest independent power producers in the country, running a nuclear, natural gas, solar and storage fleet alongside the TXU Energy retail brand. Wall Street has spent the past two years treating it as a pure-play beneficiary of the AI data center power boom, alongside Constellation and Talen. That is why the persistent 2026 drift matters. A stock that was supposed to compound AI demand has instead spent nine months moving backward.
A Slow Bleed From the Data Center Darling Trade Vistra’s decline has been a steady rerating of the entire independent power producer complex rather than a single blowup. Shares opened the year at $160.86 and are down 5.68% year to date and 18.87% over the past twelve months, well off the $218.91 52-week high.
The pressure points piled up quickly. Q2 revenue slipped 5.5% year over year to $4.02 billion, and GAAP net income was hit by $472 million in unrealized mark-to-market hedge losses. Management flagged that softer ERCOT forward curves were pushing 2027 EBITDA toward the low end of the $7.40B to $7.80B midpoint opportunity. Wholesale ERCOT prices sat around $30 per megawatt hour, a level CEO Jim Burke bluntly called “not going to get new stuff built.” Weather-driven weakness in the Texas retail book and lingering Moss Landing decommissioning risk added to the pressure.
Operationally, the fleet still delivered. Ongoing Operations Adjusted EBITDA jumped more than 30% year over year to $1.77 billion, and commercial availability held at 97% or better during Texas and PJM heat waves.
Why Scotiabank Sees Vistra Nearly Doubling The bull thesis has hardened rather than softened. Scotiabank carries the Street-high $298 target on VST with a Sector Outperform rating, implying roughly 96% upside. Analyst Andrew Weisel frames Vistra as the premier unregulated clean and firm power supplier positioned for the hyperscaler AI squeeze rather than as a traditional IPP. The four core pillars are scale (roughly 44 GW of capacity supplemented by the pending Cogentrix acquisition), co-location nuclear PPA upside benchmarked to peer Talen/Amazon and Constellation/Microsoft deals, ERCOT and PJM tightness, and downside protection from the retail book serving roughly five million customers.
Consensus is nearly as constructive. Recent catalysts include the Helix Digital Infrastructure JV with NVIDIA, KKR, and Kuwait Investment Authority, 20-year PPAs with Meta covering more than 2,600 MW at PJM nuclear sites, a 20-year AWS PPA at Comanche Peak for up to 1,200 MW, and Fitch’s upgrade of the corporate credit rating to Investment Grade. Those hyperscaler deals are the visible tip of a much wider buildout in power, cooling, and networking (we profiled seven of the suppliers behind it in a free AI infrastructure report). Analysts also point to roughly $6.5 billion of buybacks executed since November 2021, shrinking the share count by about 30% to roughly 336 million, with about $1.2 billion remaining under authorization targeted for completion by year-end 2027. Analyst targets are one data point, and the direction of recent revisions has been reiterations rather than cuts.
How the Merchant Power Peer Group Stacks Up Vistra has fallen alongside peers, and further than the closest names. Data center-linked IPPs have compressed together as ERCOT curves softened.
Constellation Energy (NASDAQ:CEG) trades near $299.05 against a $348.30 consensus target, implying roughly 16% upside. The Street is heavily bullish with 20 Buy-side ratings against 3 Holds, though CEG has already re-rated higher on its closed Calpine acquisition.
Talen Energy (NASDAQ:TLN) trades at $325.77 with a $459.94 target, implying roughly 41% upside. The stock sits well below its $451.28 52-week high, and 14 of 16 analysts rate it Buy.
NRG Energy (NYSE:NRG) trades at $119.64 with a $188.75 target, implying roughly 58% upside. That is the second-largest consensus gap in this group behind VST, though a lone Strong Sell rating sits alongside 14 Buys.
The largest analyst-implied upside in the group belongs to Vistra, whether measured by consensus or Scotiabank’s Street-high. That is what makes VST the most dislocated setup among the merchant power names.
What the Numbers Actually Show Vistra currently trades at $151.72, down 5.68% year to date and 18.87% over the past year. Over the same YTD stretch, the S&P 500 is up 12.32%, roughly an 18-point relative drag. The consensus $217.42 target across 20 analysts implies about 43% upside, and Scotiabank’s $298 implies roughly 96%. Shares trade at a 25 trailing PE and 14 forward PE.
The analyst posture breaks down as follows:
Strong Buy: 4 Buy: 15 Hold: 0 Sell: 0 Strong Sell: 1 Where I Come Down on Vistra The bull case works if the Cogentrix close, the Meta and AWS PPAs, and the Helix JV convert into visible 2027 EBITDA above the current guidance midpoint, and if ERCOT curves stop deteriorating. That is the specific path back to $217, and potentially closer to Scotiabank’s $298 if co-location premiums at Comanche Peak get priced in.
The bear case takes hold if $30 per MWh ERCOT power becomes structural rather than seasonal, hedge-driven GAAP volatility keeps unsettling generalist investors, and hyperscaler contracting slows. Management is already guiding toward the low end of the 2027 range, so the bear case is not hypothetical.
On balance the setup skews favorable. Operating EBITDA is climbing, the contracted backlog is real, and the analyst gap is wider than any peer in this space. I lean constructive, with the caveat that this remains a volatile name where patient investors will likely fare better than tactical ones.
Contact [email protected] for any questions or corrections.
Vistra Corp. is rated buy at $151.72, with a conservative fair value estimate of $161, based solely on core operations. VST's integrated retail and generation model, extensive hedging, and capacity revenues provide earnings stability and downside protection through 2027. Potential upside exists from data center deals, Helix, Cogentrix, and Meta contracts, none of which are included in the base valuation.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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ATLANTA, Sept. 9, 2026 /PRNewswire/ -- Norfolk Southern Corporation (NYSE: NSC) Executive Vice President and Chief Financial Officer Jason Zampi and Executive Vice President and Chief Commercial Officer Ed Elkins will present at the Morgan Stanely 14th Annual Laguna Conference.
LOS ANGELES--(BUSINESS WIRE)--The DJS Law Group reminds investors of a class action lawsuit against Celsius Holdings, Inc. (“Celsius” or “the Company”) (NASDAQ: CELH) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Shareholders who purchased shares of CELH during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.
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CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Celsius marketed Alani Nu drinks to underage consumers despite the potential health risks the products could cause for people under the age of 18. Based on these facts, Celsius’ public statements were false and materially misleading throughout the class period.
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Celsius Holdings, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights -- CELH The DJS Law Group reminds investors of a class action lawsuit against Celsius Holdings, Inc. (“Celsius” or “the Company”) (NASDAQ: CELH) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Shareholders who purchased shares of CELH during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.
CLASS PERIOD: February 21, 2025 to June 3, 2026
DEADLINE: November 3, 2026
CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Celsius marketed Alani Nu drinks to underage consumers despite the potential health risks the products could cause for people under the age of 18. Based on these facts, Celsius’ public statements were false and materially misleading throughout the class period.
If you are a shareholder who suffered a loss, contact us to participate.
WHY DJS LAW GROUP? DJS Law Group’s primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.
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LOS ANGELES, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Schall, Brown & Schwartz LLP (“SBS”), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in Integer Holdings Corporation (“Integer” or “the Company”) (NYSE: ITGR) for potential breaches of fiduciary duty on the part of its directors and management.
INVESTIGATION DETAILS: The investigation focuses on determining if the Integer board breached its fiduciary duties to shareholders. The Company announced on August 3, 2026, that it would be acquired by KKR at a price of $127 per share.
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