Track market-moving stories before they get noisy

Key Takeaways TXN fell 11.2% in a month, but the decline came amid a broader semiconductor sell-off.Data center revenues doubled year over year in Q2 2026 as AI infrastructure demand strengthened.TXN plans to make more than 95% of wafers internally by 2030, supporting costs, supply and margins. Texas Instruments Incorporated (TXN - Free Report) shares have dropped 11.2% over the past month, significantly lagging the Zacks Computer and Technology sector’s 4.5% gain. While such a sharp decline may worry investors, the weakness is not unique to Texas Instruments.

Several semiconductor stocks have also come under pressure during the same period. Companies such as Amtech Systems (ASYS - Free Report) , QUALCOMM (QCOM - Free Report) and STMicroelectronics (STM - Free Report) have also struggled during the same period. Amtech Systems, QUALCOMM and STMicroelectronics have fallen 16.6%, 18.8% and 27%, respectively. This broad-based sell-off suggests that investors are pulling back from semiconductor stocks as a whole rather than losing confidence in Texas Instruments specifically.

TXN One-Month Price Return Performance
Image Source: Zacks Investment Research

The recent decline is largely due to two concerns. First, investors are questioning whether hyperscalers will generate sufficient returns from their massive artificial intelligence (AI) investments. Second, semiconductor stocks enjoyed a strong rally earlier in 2026, pushing valuations higher and encouraging investors to lock in profits.

Despite this negative sentiment, Texas Instruments' underlying business remains strong. The company continues to execute well, and its long-term growth drivers are intact. For long-term investors, the recent pullback could present an attractive buying opportunity rather than a reason to stay away.

TXN’s Strong Financial Results Reinforce the Bullish ThesisTexas Instruments continues to deliver impressive financial results. Second-quarter 2026 revenues increased 23% year over year, while non-GAAP earnings per share jumped 52%. These numbers indicate that demand is improving across multiple end markets.

Texas Instruments also expects the momentum to continue. For the third quarter, management projects revenues between $5.65 billion and $6.15 billion, representing roughly 25% year-over-year growth at the midpoint. Earnings are expected to be between $2.23 and $2.57 per share, implying nearly 62% growth at the midpoint. The guidance reflects healthy demand across several markets, particularly those tied to AI infrastructure.

Wall Street shares the same optimism. The Zacks Consensus Estimate calls for continued revenue and earnings growth in both 2026 and 2027, reinforcing confidence that the company's growth story is far from over.

Image Source: Zacks Investment Research

AI Chip Demand Continues to Power Texas Instruments' GrowthTexas Instruments is not competing with NVIDIA or AMD in AI accelerators, but it is quietly becoming an important beneficiary of the AI boom. The company supplies analog and embedded chips that perform critical functions inside AI infrastructure. These chips manage power, process signals, regulate cooling systems, control motors and enable connectivity across data centers, industrial equipment and automotive applications.

As AI servers become larger, faster and more power-intensive, demand for these components continues to rise. Every new AI data center requires significantly more power management and sensing chips than traditional computing systems, creating a growing opportunity for Texas Instruments.

Instead of competing in the crowded AI processor market, the company is benefiting from the broader AI infrastructure buildout. This positions Texas Instruments to capture AI spending regardless of which GPU maker ultimately dominates the data center market.

The numbers already reflect this trend. Texas Instruments' data center business reached an annual revenue run rate of approximately $1.2 billion in 2025, growing more than 50% year over year. During the second quarter of 2026, data center revenues doubled from the prior-year quarter and increased 20% sequentially. Such strong growth suggests AI infrastructure could become an increasingly important revenue driver over the coming years.

TXN Eyes Competitive Lead Through Internal ManufacturingTexas Instruments is also strengthening its long-term competitive position through its manufacturing strategy. Unlike many semiconductor companies that depend heavily on third-party foundries, Texas Instruments plans to produce more than 95% of its wafers internally by 2030.

Although this approach requires significant upfront investment, it offers meaningful long-term benefits. Greater control over manufacturing should improve supply-chain reliability, lower production costs over time and help protect margins during industry shortages.

Government support further strengthens this strategy. Texas Instruments expects to receive up to $1.6 billion in CHIPS Act funding, with total lifetime benefits estimated between $7.5 billion and $9.5 billion. These incentives should reduce expansion costs while boosting profitability over the long run.

TXN’s Strong Cash Generation Supports Shareholder ReturnsTexas Instruments' ability to generate cash remains one of its biggest strengths. Over the past 12 months, the company generated $8.67 billion in operating cash flow and $6.53 billion in free cash flow. It also finished the second quarter with $7 billion in cash and short-term investments, giving it ample financial flexibility.

This strong cash position allows the company to invest aggressively in manufacturing expansion while continuing to reward shareholders.

During the first half of 2026, Texas Instruments returned nearly $1.45 billion through dividends and share repurchases. Over the past year, total shareholder returns approached $6 billion. Few semiconductor companies are able to invest heavily for future growth while consistently returning such large amounts of cash to investors.

Solid Growth Projections Justify TXN’s Premium ValuationTexas Instruments is not a bargain stock. It currently carries a Value Score of D, reflecting its premium valuation.

TXN currently trades at a forward 12-month P/E ratio of 29.91, well above the sector average of 20.74. Compared with other semiconductor leaders, Texas Instruments also trades at a higher earnings multiple than STMicroelectronics, Amtech Systems and QUALCOMM. At present, STMicroelectronics, Amtech Systems and QUALCOMM are trading at P/E multiples of 24.04, 21.65 and 14.01, respectively.

Texas Instruments Forward 12-Month P/E Ratio
Image Source: Zacks Investment Research

However, premium valuations are often justified when a company consistently delivers earnings growth, generates strong cash flow and maintains durable competitive advantages.

Texas Instruments fits that profile. The company continues to benefit from expanding AI infrastructure spending, generates substantial free cash flow, maintains a healthy balance sheet and has a long track record of rewarding shareholders through dividends and share buybacks. Those strengths make its premium valuation easier to justify.

Conclusion: Buy Texas Instruments SharesTexas Instruments appears well-positioned to benefit from the ongoing expansion of AI infrastructure, growing data center investments and its differentiated manufacturing strategy.

While the stock is not inexpensive, its premium valuation reflects the quality of the business. Strong earnings growth, rising AI-driven demand, healthy cash generation and consistent shareholder returns support a positive investment case.

Currently, Texas Instruments sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Key Takeaways Scotts Miracle-Gro's adjusted EPS rose 7.6% to $2.82, beating estimates by 11.5%.Higher freight and commodity costs cut adjusted gross margin by 100 basis points to 31.3%.Fiscal 2026 adjusted EPS guidance increased to $4.30-$4.45; free cash flow stayed at $275 million. The Scotts Miracle-Gro Company (SMG - Free Report) reported third-quarter fiscal 2026 (ended June 27, 2026) adjusted earnings of $2.82 per share, up 7.6% year over year. The figure beat the Zacks Consensus Estimate of $2.53 by 11.5%, aided by stronger results from the Bonnie Plants joint venture and a lower tax rate.

Net sales rose 1.1% year over year to $1.172 billion but marginally missed the consensus estimate of $1.174 billion by 0.2%. Adjusted gross margin contracted 100 basis points to 31.3% as higher freight and commodity costs tied to the Iran conflict weighed on profitability.

Segment DetailsU.S. Consumer sales were $1.03 billion, essentially flat compared with the year-ago quarter. It missed our estimate of $1.04 billion. Segment profit declined 2% to $229.8 million from $235.2 million, reflecting pressure from higher freight and commodity costs.

Hawthorne was classified as a discontinued operation after the company determined in the first quarter of fiscal 2026 that the business met the held-for-sale criteria. ScottsMiracle-Gro completed the divestiture of Hawthorne on April 8, 2026. Hawthorne was removed from reportable segment results, and prior-period continuing operations were reclassified.

Sales in the Other segment, which primarily includes the company’s Canadian consumer lawn-and-garden business, increased 8% to $139.2 million from $129.1 million. The figure beat our estimate of $131.5 million. Segment profit advanced 10% to $18.6 million.

FinancialsCash and cash equivalents were $27.7 million as of June 27, 2026. Long-term debt declined to $1.84 billion from $2.14 billion a year ago.

OutlookScotts Miracle-Gro raised its fiscal 2026 adjusted earnings guidance from continuing operations to $4.30-$4.45 per share from the previous range of $4.15-$4.35. Management linked the increase to disciplined execution, margin management, balance-sheet progress and strategic investments in the company’s brands and operations.

The company reaffirmed its expectation for low-single-digit growth in U.S. Consumer sales. It also maintained its forecast for an adjusted gross margin of at least 32% and mid-single-digit growth in adjusted EBITDA.

Management continues to expect free cash flow of $275 million, which is projected to reduce the leverage ratio to the high-3-times range. Supply-chain automation, expanded use of artificial intelligence, manufacturing capital expenditures and purchasing efficiencies are expected to support year-over-year margin expansion despite recent cost pressures.

SMG’s Price PerformanceSMG’s shares have gained 11.1% in the past year compared with a 5.3% rise in the industry. 

Image Source: Zacks Investment Research

SMG’s Zacks Rank & Key PicksSMG currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the basic materials space are Neo Performance Materials Inc. (NOPMF - Free Report) , Kronos Worldwide, Inc. (KRO - Free Report) and Avient Corporation (AVNT - Free Report) .

Neo Performance is slated to report second-quarter 2026 results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at $1.48 per share. NOPMF sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here. 

Kronos is scheduled to report second-quarter 2026 results on Aug. 5. The Zacks Consensus Estimate for KRO’s second-quarter loss per share is pegged at 33 cents, indicating 65.63% year-over-year growth. KRO also flaunts a Zacks Rank #2 (Buy) at present.

Avient is slated to report second-quarter 2026 results on Aug. 6. The consensus estimate for AVNT’s earnings per share is pegged at $3.08. AVNT presently carries a Zacks Rank #2.

Rockwell Automation (ROK - Free Report) came out with quarterly earnings of $3.49 per share, beating the Zacks Consensus Estimate of $3.39 per share. This compares to earnings of $2.82 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +2.95%. A quarter ago, it was expected that this industrial equipment and software maker would post earnings of $2.89 per share when it actually produced earnings of $3.3, delivering a surprise of +14.19%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Rockwell Automation, which belongs to the Zacks Electronics - Miscellaneous Products industry, posted revenues of $2.31 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.54%. This compares to year-ago revenues of $2.14 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Rockwell Automation shares have added about 23.6% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Rockwell Automation?While Rockwell Automation has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Rockwell Automation was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.64 on $2.38 billion in revenues for the coming quarter and $13.06 on $8.97 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Products is currently in the top 19% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Dragonfly Energy Holdings Corp. (DFLI - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This company is expected to post quarterly loss of $0.34 per share in its upcoming report, which represents a year-over-year change of +94.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Dragonfly Energy Holdings Corp.'s revenues are expected to be $13.18 million, down 18.9% from the year-ago quarter.

ServiceNow (NOW +0.88%), which is best known for software that helps automate workflows, spoke about its new cybersecurity vertical like a real competitor on its second-quarter call recently.

Its security and risk franchise crossed $1 billion in annual contract value last year, and CEO Bill McDermott claims it's growing faster than the top cybersecurity companies. After having its cyber solutions included in 80% of the company's biggest deals, McDermott stated, "we're in the party now."

The stock has been hit hard over the past year as investors soured on SaaS (software-as-a-service) stocks. If artificial intelligence (AI) can run enterprise workflows, it's natural for investors to lose faith in the terminal value of an expensive software stock. That's the value assigned by the market after a company's explicit growth period ends, and it's how a stock can be crushed despite still posting solid quarterly numbers.

Even so, there are reasons to be optimistic about ServiceNow. Here's why.

Image source: Getty Images.

Palo Alto owns the sensors One of the top industry players -- Palo Alto Networks (PANW +3.83%) -- recently proved that cybersecurity budgets are still expanding when it reported record results in June. Next-generation firewall bookings rose nearly 40%, the fastest pace for hardware in a decade, and its next-generation security annual recurring revenue grew 60% to $8.1 billion. 

CEO Nikesh Arora declared the SaaSpocalypse for cyber "dead." Palo Alto's answer is a platform with 125 million sensors worldwide, capturing 17 petabytes of daily telemetry. At the same time, he cited false positive rates often reaching 25% and claimed that AI models "always fail at the last mile of complexity."

The map above the sensors False alarm or not, someone still has to resolve the issue, and that's where ServiceNow's advantage lies. Palo Alto can contain the immediate threat. ServiceNow's "control tower" uses its diagram of how each enterprise runs to help the IT department patch the problem.

Companies and institutions expand over time, adding new business units that run on systems built years apart. This creates enough complexity for AI to become an agent of chaos without a reliable map. Trillions of transactions run on top of ServiceNow's proprietary configuration management database, connecting workflows.

Through recent acquisitions, the company has added device visibility and identity governance capabilities. While the two companies barely overlap today, and Palo Alto is a dominant incumbent, developing a risk and security business was a good move by ServiceNow's McDermott.

Today's Change

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0.88

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1.01

Current Price

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115.20

At roughly 24 times forward earnings, down from its five-year historical average of 50, the stock has room to run if ServiceNow improves enterprise AI outcomes. I expect the SaaSpocalypse fears to fade for the company as the complexity of running AI in the workplace becomes harder to dismiss.

Bryan White has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ServiceNow. The Motley Fool recommends Palo Alto Networks. The Motley Fool has a disclosure policy.

Montreal, Quebec--(Newsfile Corp. - August 4, 2026) - Nio Strategic Metals Inc. (TSXV: NIO) (OTCQB: NIOCF) ("Nio" or the "Corporation"), a critical mineral exploration company, is pleased to announce the results of the metallurgical study, The sustainable and optimized development of niobium and other critical and strategic minerals (CSM) of the Oka deposit, which was prepared by IGS Impact Global Solutions ("IGS"), for the Centre technologique des résidus industriels ("CTRI") as part of the Éléments08 initiative. CTRI is a Rouyn-Noranda based applied research and technology transfer centre on industrial tailings.

In addition to confirming and characterizing the strong presence of niobium, phosphate and other rare metals, IGS provides an innovative solution to process the concentrate from the deposit in a remote location, thereby reducing the local environmental impact.

The study investigates the opportunity to maximize the recovery value of the mined concentrate by using hydrometallurgical extraction of rare earth elements ("REE"), niobium, tantalum and zirconium. IGS also recommends further tests to assess the monetization of phosphate while producing the pyrochlore concentrate, as samples of the historical resource have tested 4.29% P2O5 (see Table 1).

IGS tested 95 samples taken from historical drill cores of the S60 and HWM2 zones to create a composite sample representative of the historical resource (see Table 1). The significant presence of REE was confirmed in the zone targeted for mining. The results, summarized in Table 2, demonstrate that the total rare earth oxide ("TREO"), content is 0.507% TREO for the composite simulating that of the 2011 feasibility study (FSG) and 0.935% TREO for the composite (HGG) designated as high-grade in Nb₂O₅.

A high-grade Nb composite sample (HGG), prepared at CTRI, was sent to SGS for a mineralogical study performed using TIMA (Tescan Integrated Mineral Analyzer) and electron microprobe analysis (EMPA). Flotation test work performed on the metallurgical test composite delivered, in open circuit, a pyrochlore concentrate grading 52.75% niobium pentoxide (Nb₂O₅) at a niobium recovery of 81.14% — a substantial improvement over the historical baseline of 44.5% Nb₂O₅ at 71.7% recovery established in the 2011 feasibility work. This was achieved with a markedly simpler flowsheet.

The concentrate additionally contained 11.75% TREO — of which approximately 83% is cerium oxide (CeO₂), 9% neodymium oxide (Nd₂O₃) and 3% praseodymium oxide (Pr₆O₁₁) — together with 1.5% zirconium (Zr), equivalent to 2.0% zirconium oxide (ZrO₂), and 0.4% tantalum (Ta), equivalent to 0.49% tantalum pentoxide (Ta₂O₅). The full rare earth distribution of the concentrate is detailed in Table 3.

Michel Bourassa, founder of Soutex, commented, "these results demonstrate once again how the rock of the Oka deposit is rich in niobium and rare earths and, moreover, is amenable to various metallurgical treatment processes."

Bruno Dumais, President and Chief Operator Officer suggested that "The study points to a potential increase in the project's value by enabling a better niobium recovery; recovery of phosphate as a by-product (historically sent to tailings); and the extraction of REE that would otherwise be disregarded and lost in the slag."

Importantly, the new approach would minimize the environmental impact of the residues as the tests demonstrated it was possible to significantly reduce the thorium and uranium contents from 2,000 and 1,000 parts per million (ppm) to 824 and 120 ppm, respectively (see Table 4). This solution innovates in its approach, as well as provides a de-risking plan to rehabilitate the tailings on the old mining site.

The Corporation looks forward to communicating on the results of the CTRI sponsored study on water management and other environmental aspects of the sustainable development of the Oka deposit.

The technical information in this news release has been reviewed and approved on behalf of the Corporation by Pierre-Jean Lafleur, P.Eng., a geological consultant and a qualified person within the meaning of National Instrument 43-101 - Standards of Disclosure for Mineral Projects.

Table 1. Composition of the individual drill-core samples used to produce the metallurgical test composite (IGS)

No.Drill holeLab no.ZoneMass (g)Nb2O5P2O5Fe2O3SiO2Al2O3MgOCaONa2OK2OTiO2MnOBaO

(wt %)1972280348HWM2374.70.5202.9502.6203.6700.2102.00049.1000.1700.2100.1000.7800.3302973381359S60314.30.5204.1304.06013.3003.7205.40035.4001.5401.3300.1701.0300.4403974481988S60335.50.5204.3904.2602.9000.0302.88045.8000.2700.1400.0801.5400.3804974882321S60391.90.5203.1102.5709.4302.0304.03044.1000.3600.9800.1500.7900.2405974882343S60360.20.5203.8101.6702.4800.0702.45050.4000.1000.1200.0600.6500.1006973881624S60260.90.5303.9706.5903.6500.0904.60042.3000.2400.2000.1502.1600.8807974181880S60312.40.5303.77015.6005.8900.2506.80033.7000.2500.3700.3102.8000.3608974181949S60372.80.5303.6904.6706.0101.2803.10044.6000.2000.7600.3401.1900.3409974482093S60327.50.5302.2004.69013.6004.1807.49035.6000.2602.6300.5900.9300.80010974882349S60386.60.5303.3402.2602.4100.0502.44050.3000.1100.1300.0700.6900.11011974882384S60412.80.5302.6601.1704.0100.6002.37049.1000.3300.4800.1200.6000.23012972981091S60334.30.5402.3803.6503.6000.3405.16041.2000.2300.4300.0703.0700.84013972981102S60299.20.5403.5009.9407.9900.2108.96037.0000.2000.2000.3202.2300.27014973381389S60255.20.5403.8502.7907.0301.4203.61045.1000.5800.5800.1200.8000.35015973881627S60281.60.5404.81011.3004.7200.0705.75039.5000.1800.2000.2702.0700.46016974181925S60270.50.5402.7608.54022.5006.63011.10018.2000.3704.4800.9001.8701.56017974482118S60178.10.5402.9904.63021.1007.8008.74028.0000.5303.1700.4900.9000.53018974882319S60384.10.5402.9101.5503.1600.3401.65051.0000.1000.2400.1000.5000.25019974982423HWM2440.60.5403.0802.0304.6700.4602.41049.6000.1500.4000.1300.4800.19020972380412HWM2384.30.5503.8604.5708.0601.0104.22044.3000.2700.7300.4001.0800.23021972480571HWM2362.90.5503.0802.8704.9700.6102.66048.0000.2100.3300.3400.7700.20022973081246HWM2349.20.5503.4407.9709.0301.2802.23042.9000.2500.4300.4300.9100.55023973881629S60310.70.5504.2007.0003.8900.1505.19041.3000.2300.1900.1701.8200.98024974181869S60336.40.5605.82011.8006.6000.1106.94034.8000.3200.2900.2202.7100.84025974482097S60433.70.5602.7206.97017.9005.7009.15029.5000.3503.2700.6800.9600.85026972981096S60338.40.5703.7203.6604.2400.1403.64046.4000.3600.2300.1201.0600.32027974181939S60415.20.5701.9906.68022.8007.00011.30024.6000.4703.6801.0101.1100.83028974482036S60336.30.5705.3105.7604.2100.0904.74043.4000.3600.1900.1301.4800.21029973381361S60327.30.5805.80011.1008.2800.6008.88034.2000.3900.5200.3402.2200.47030974181935S60370.10.5803.4103.0305.4401.3203.85045.5000.2600.9400.2000.7900.38031974181940S60350.70.5802.6802.4906.6101.7202.73045.8000.1600.5600.2800.5300.37032974882341S60435.40.5802.9404.7204.2100.5603.49043.9000.2000.4000.1102.3301.51033973781641S60265.20.5906.82013.80011.7001.22011.70027.2000.4401.0000.4702.6300.48034973781644S60110.90.5904.8504.4604.5700.7304.15040.9000.1800.5700.2002.4201.65035974482043S60328.60.5903.0506.3602.9400.1003.70044.4000.2000.1800.1401.8300.34036972280343HWM2392.10.6003.4103.23014.3003.0005.36039.2000.7701.2300.3400.6700.25037972981104S60367.60.6004.7003.7903.7900.2804.04044.8000.1800.2300.1501.0900.55038974682225S603670.6005.22023.0008.5600.27010.50020.7000.1700.3200.4504.3102.56039972480565HWM2302.30.6102.1304.61018.3004.5806.06033.6001.1102.3600.2900.8600.37040974982421HWM2343.60.6102.2801.6604.0000.3902.25050.5000.1000.3500.1100.5200.10041972380397HWM2356.30.6203.1804.5706.6600.7101.94047.2000.2800.2900.2600.7200.45042972880933HWM2406.20.6302.8702.5404.3500.2402.39049.8000.1700.2300.1500.7400.20043973881632S602610.6304.5609.9905.7000.0406.48039.5000.1900.1200.2201.9300.38044974181893S60322.10.6305.79015.0006.4900.2307.98031.7000.2400.3200.3102.9900.53045974882342S60379.80.6303.2001.7401.9300.0801.59050.8000.1000.1300.0700.5200.20046973381395S60256.90.6403.5802.2103.6700.8502.32047.4000.3200.5000.1000.8800.67047973881630S60279.30.6404.3405.9802.7100.0603.14046.0000.1800.1000.1401.2200.46048973881700S60323.90.6404.12036.20011.8000.5206.49018.0000.6900.6200.7704.1000.70049974882334S60416.30.6403.5501.3008.4801.7203.25045.1000.6100.8000.1200.5400.22050972780852S60354.10.6504.2604.8903.6700.0504.02044.3000.2800.1900.1201.4000.51051972280347HWM2432.80.6602.6901.7503.0600.1002.25050.6000.1400.1300.0900.7200.22052974982424HWM2410.80.6603.1403.1005.0100.4101.93050.0000.2100.3300.1500.5800.42053973781648S60207.10.6704.4704.2104.1300.1404.82043.3000.3400.2400.1201.8801.12054973881710S60226.90.6702.5407.5407.9401.4604.01038.2000.1600.9700.3301.3200.36055974181905S60259.90.6704.45025.10012.2000.27013.40014.9001.9400.4500.4903.9700.29056974181937S60332.30.6703.5201.3802.1900.0502.06051.0000.1500.1300.0600.6200.13057974982420HWM2367.50.6703.1002.4605.0400.3402.73049.9000.1000.3100.2000.8300.09058973881623S60259.60.6804.4105.2803.7600.0204.47044.1000.2600.1800.1401.6500.42059973881625S60306.30.6803.6309.9005.5000.1506.51039.1000.2000.1700.2702.0600.45060973881626S60261.90.6804.41015.7005.1900.2405.83033.0000.2300.4100.3902.7501.07061974181891S60331.60.6804.54049.3007.2200.5608.66013.2000.3500.5301.1004.3300.27062974882329S60345.60.6804.1204.8105.6000.3802.28047.2000.2000.2800.1900.6700.11063973381366S60319.10.6905.43012.00010.5000.45011.70031.9000.4600.3600.3902.5600.29064974181892S60340.80.6907.66013.5006.9000.1108.45032.3000.4100.2700.2803.1800.52065974682231S60373.20.6904.66022.30013.2000.6508.30020.2000.2200.5100.5604.0100.77066974181898S60392.10.7006.71012.2006.9500.2208.07033.0000.5000.3500.3102.7700.41067974481990S60430.20.7005.16017.3007.0300.2005.46035.0000.3800.3100.3802.4300.21068972280351HWM23870.7103.8603.0305.8100.3403.06048.7000.1900.3500.2000.9600.28069972981097S60305.20.7103.1406.5709.9302.1607.72036.5000.3801.6600.2601.3400.43070973881633S60286.70.7104.6804.0903.6600.0204.22045.9000.1000.0800.1201.3500.57071973881698S602860.7104.43038.40013.1000.2805.85019.6000.7600.4200.8203.2400.56072974181920S603510.7103.04011.2006.0600.1709.60023.8000.2800.1600.2405.3305.00073973881628S60269.10.7204.67015.4007.8500.1708.61033.1000.3100.2300.3302.8600.38074974181942S60305.70.7203.3905.6009.2802.8904.88039.5000.1101.5600.4300.8200.37075972380411HWM2331.90.7303.1001.9905.1800.2902.63048.9000.2500.2400.1600.8700.22076972880988S60348.50.7304.8102.8203.1400.1503.35046.9000.2000.2100.1001.6700.39077972780866S60365.50.7403.1204.8504.8400.7304.03041.0000.3700.6300.1502.9502.19078973781643S60224.60.7404.9905.00015.0003.7802.20036.3000.1301.1200.2501.2801.18079973381360S60326.80.7506.2004.6604.1300.3404.18044.4000.2800.3500.1801.2000.41080973781647S602510.7507.1905.8605.5000.2805.97039.2000.5000.2500.1801.6100.50081974482098S60401.50.7503.7802.7208.7002.0004.90043.1000.4101.0600.2100.8300.27082974682188S60392.50.7606.15035.00015.6000.5106.43021.0000.4800.4400.8202.8800.14083972380410HWM2390.20.7702.7602.5004.5000.4002.96048.0000.2300.3000.1500.7600.22084972880991S60331.60.7804.0304.0504.1900.1504.82044.8000.3000.3000.1401.1200.36085973381365S60355.40.7807.12012.2009.1000.44010.50032.8000.5000.3600.4202.2900.34086974982426HWM2330.40.7803.8204.3205.7200.5901.14049.2000.3000.1700.3000.6400.18087974181887S60314.50.7906.6108.9404.5000.0204.63042.6000.3000.1600.1601.6800.23088974181888S60354.70.7905.6908.7605.3700.1105.65039.0000.3800.2800.1602.1000.64089974882328S60357.10.7904.2505.08018.5005.4608.75030.8000.6603.1800.3100.9100.41090974682185S60484.30.8007.08039.90011.7000.3405.55018.7000.6800.3700.9103.3500.59091973681490S60340.80.8102.88012.9008.4200.2709.65031.7000.2400.3400.2502.6500.68092973581581S60277.10.81029.70011.3001.8800.5001.31042.5000.2800.0800.3501.7500.53093973881706S60321.30.8106.05039.80013.1000.2405.32021.3000.3900.2100.9103.0700.29094973981802S60457.10.8105.78023.5009.0600.3904.17032.5000.5000.4600.5302.1900.32095974982422HWM2234.70.8101.8803.46020.4005.3207.05033.7001.2302.4200.2500.7600.190Composite (IGS)CM7-A31,856.90.6464.2918.9917.4791.0055.13839.1760.3430.6350.2981.6690.533Reference test compositeFeed M7-A-0.6503.9709.4706.1000.6004.92038.8000.2300.4200.2601.9000.490Notes: Composite CM7-A (95 samples from 18 drill holes, zones S60 and HWM2; total mass 31,856.9 g) was assembled by IGS for the E08 metallurgical test program; assays are reported in weight percent (wt %). "Feed M7-A" is the head assay of the reference composite used in the 2011 feasibility-study test work, shown for comparison. Composite grades correspond to the mass-weighted average of the individual samples.
Source: IGS Impact Global Solutions Inc., report 'The sustainable and optimized development of niobium and other critical and strategic minerals (CSM) of the Oka deposit'

Table 2. Geochemical analysis of the FSG and HGG composite samples: Nb, Ta, Th, U, Zr, Sc and rare earth oxides (IGS)

Grade %
FSG
compositeHGG
compositeNb2O50.4891.165Ta2O50.0070.000ThO20.0210.001UO20.0030.000ZrO20.0350.002Ce2O30.2610.493Dy2O30.0030.005Er2O30.0010.002Eu2O30.0030.005Gd2O30.0050.010Ho2O30.0000.001La2O30.1080.177Lu2O30.0000.000Nd2O30.0790.154Pr2O30.0240.045Sc2O30.0010.002Sm2O30.0100.020Tb2O30.0010.001Tm2O30.0000.000Y2O30.0110.018Yb2O30.0010.001TREO0.5070.935Table 3: Rare earth element and oxide content of Oka niobium concentrate samples

Element (ppm)IGS-E08PNA15-11   Oxide (%)IGS-E08PNA15-11Y805781   Y2O30.1020.099La10,0219,404 La2O31.1771.103Ce79,40879,800 CeO29.7549.803Pr3,1043,174 Pr6O110.3750.383Nd9,2799,239 Nd2O31.0821.078Sm1,0771,130 Sm2O30.1250.131Eu294308 Eu2O30.0360.038Gd773808 Gd2O30.0890.093Tb5365 Tb4O70.0060.008Dy289291 Dy2O30.0330.033Ho3236 Ho2O30.0040.004Er8184 Er2O30.0090.010Tm912 Tm2O30.0010.001Yb70.472 Yb2O30.0080.008Lu36 Lu2O30.0000.001TREO12.80112.793LREO (La, Ce, Pr, Nd, Sm, Eu)12.54812.536HREO (Gd-Lu, Y)0.2530.257HREO/LREO2%2%Table 4: Mass balance of the concentrate leach test - significant lower Th and U values in the Residue

ProductMass
(g)Mass
(%)Concentration (ppm)ThULaCePrNdSmEuGdTbDyHoErTmYbLuAgVResidue18.7893.908241206,97041,0003,1409,8901,1102522973716821.2045.205.0826.202.480.5059Feed20.00100.002,0001,00013,30073,7005,37017,9002,32059183310950363.50136.0015.8088.208.452.30135Recovery by residue (%)38.6911.2749.2152.2454.9151.8844.9340.0433.4832.2231.3631.3531.2130.1927.8927.5620.4141.04Note: Recovery by residue (%) = (residue concentration × residue mass) ÷ (feed concentration × feed mass). Values below 100% indicate the proportion of each element retained in the leach residue; the balance reports to the leach solution.

About Nio Strategic Metals

Nio Strategic Metals is an exploration and development company, with a focus on becoming a ferroniobium producer. The Corporation holds niobium and critical metals properties located in Oka and near Mont-Laurier in the Province of Québec. Nio is committed to developing those deposits in an environmentally responsible manner — supplying strategic materials the world needs while driving innovation, creating high-quality jobs and strengthening the local economy.

For more information on the Corporation, please refer to the Corporation's public documents available on SEDAR+ (www.sedarplus.ca) or on the Corporation's website (https://niostratmet.com/) or contact:

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 press release.

This news release does not constitute an offer to sell or a solicitation of an offer to buy nor shall there be any sale of any of the securities in any jurisdiction in which such offer, solicitation or sale would be unlawful, including any of the securities in the United States of America.

Cautionary Statement on Forward-Looking Information

This news release contains forward-looking statements and forward-looking information (together, "forward looking statements") within the meaning of applicable Canadian securities laws. Statements, other than statements of historical facts, may be forward-looking statements. Generally, forward-looking statements can be identified by the use of terminology such as "plans", "expects", "estimates", "intends", "anticipates", "believes" or variations of such words, or statements that certain actions, events or results "may", "could", "would", "might", "will be taken", "occur" or "be achieved", the negative of these terms and similar terminology although not all forward-looking statements contain these terms and phrases. Forward-looking statements involve risks, uncertainties and other factors that could cause actual results, performance, prospects and opportunities to differ materially from those expressed or implied by such forward-looking statements. These risks and uncertainties include, but are not limited to, the risk factors set out in Nio Strategic Metals' annual and/or quarterly management discussion and analysis and in other of its public disclosure documents filed on SEDAR+ at www.sedarplus.ca, as well as all assumptions regarding the foregoing. Although Nio Strategic Metals believes that the assumptions and factors used in preparing the forward-looking statements are reasonable, undue reliance should not be placed on these statements, which only apply as of the date of this news release, and no assurance can be given that such events will occur in the disclosed time frame or at all. Except where required by applicable law, Nio Strategic Metals disclaims any intention or obligation to update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/307909

Source: Nio Strategic Metals Inc.

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Key Takeaways Riot Platforms is expected to report lower Q2 revenues and EPS year over year on Aug. 5.RIOT may face pressure from higher mining difficulty, Bitcoin volatility and elevated expenses.Riot Platforms may benefit from AMD lease revenues, tenant fit-outs and power-curtailment credits. Riot Platforms, Inc. (RIOT - Free Report) is slated to report second-quarter 2026 results on Aug. 5, before the market opens. The company’s quarterly results are likely to display a year-over-year decrease in revenues and earnings per share (EPS).

In the last reported quarter, this bitcoin miner reported a loss of $1.44 per share, wider than the Zacks Consensus Estimate of a loss of 33 cents. The results were impacted by non-cash mark-to-market losses on RIOT’s Bitcoin holdings, and elevated depreciation and amortization expenses.

Over the preceding four quarters, RIOT’s EPS surpassed the Zacks Consensus Estimate twice and missed in the remaining period, the average miss being negative 130.56%. This is depicted in the graph below:

RIOT: Factors at Play and Q2 ProjectionsRiot Platforms’ second-quarter 2026 results are expected to reflect weaker Bitcoin-mining economics. Rising network difficulty, fewer Bitcoins mined and Bitcoin price volatility are likely to have pressured mining revenues and margins. Reported earnings may also have been affected by fair-value adjustments on Bitcoin holdings, as well as elevated depreciation and data-center development expenses.

The company’s use of Bitcoin sales to fund capital expenditures may have reduced its digital-asset holdings. Higher operating and maintenance costs related to the AMD capacity ramp-up, coupled with lower-margin tenant fit-out revenues, are also likely to have weighed on consolidated profitability. Engineering revenues may have remained under pressure as Riot reserved manufacturing capacity for its data-center projects.

On the positive side, the May delivery of the remaining 20 megawatts under the initial AMD lease is likely to have boosted high-margin operating lease revenues during the quarter. Ongoing tenant fit-out activity, power-curtailment credits and efficient electricity management may have provided additional support.

The Zacks Consensus Estimate for second-quarter revenues is pegged at $148.71 million, implying a 2.8% decrease from the prior-year quarter’s reported number.

RIOT’s activities in the to-be-reported quarter were inadequate in garnering analysts’ confidence. The Zacks Consensus Estimate for second-quarter EPS has been revised southward to negative 39 cents over the past month. It suggests a significant downward change from the year-ago quarter’s tally.

What Our Quantitative Model Predicts for RIOTOur proven model does not conclusively predict a surprise in terms of EPS for RIOT this quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an EPS beat, which is not the case here.

RIOT has an Earnings ESP of -101.27% and currently carries a Zacks Rank of 5 (Strong Sell). You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

Stocks That Warrant a LookHere are two stocks from the broader finance sector — Brookfield Asset Management Ltd. (BAM - Free Report) and Ridgepost Capital, Inc. (RPC - Free Report) — you may want to consider, as our model shows that these have the right combination of elements to report an EPS beat this quarter.

Brookfield Asset Management is slated to report quarterly numbers on Aug. 5. BAM has an Earnings ESP of +1.14% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Ridgepost Capital is slated to report quarterly numbers on Aug. 5. RPC has an Earnings ESP of +7.14% and a Zacks Rank of 3 at present.

For the quarter ended June 2026, DuPont de Nemours (DD - Free Report) reported revenue of $1.82 billion, down 44.2% over the same period last year. EPS came in at $1.88, compared to $3.36 in the year-ago quarter.

The reported revenue represents a surprise of +0.06% over the Zacks Consensus Estimate of $1.82 billion. With the consensus EPS estimate being $1.76, the EPS surprise was +6.82%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how DuPont de Nemours performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Change in Net Sales - Healthcare & Water Technologies - Currency: 1% versus 0.3% estimated by two analysts on average.Change in Net Sales - Diversified Industrials - Total: 3% versus the two-analyst average estimate of 1.7%.Change in Net Sales - Healthcare & Water Technologies - Total: 5% versus 5.3% estimated by two analysts on average.Net sales- Diversified Industrials: $963 million versus the two-analyst average estimate of $946.87 million.Net sales- Healthcare & Water Technologies: $856 million compared to the $859.9 million average estimate based on two analysts.Operating EBITDA- Healthcare & Water Technologies: $258 million versus the two-analyst average estimate of $256.59 million.Operating EBITDA- Corporate: $-23 million compared to the $-31.56 million average estimate based on two analysts.Operating EBITDA- Diversified Industrials: $213 million versus the two-analyst average estimate of $205.21 million.View all Key Company Metrics for DuPont de Nemours here>>>

Shares of DuPont de Nemours have returned +0.2% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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SummaryToyota Motor Corporation is reiterated as a Buy, with attractive valuation despite lackluster technicals and recent underperformance versus the S&P 500.Q1 results were solid, with revenue up 10.4% and favorable FX effects, but macro headwinds and earnings estimate downgrades persist.Management raised FY 2027 guidance, expects operating income of 3.4 trillion yen, and announced a 1 trillion yen share repurchase with plans to retire 200 million shares.TM faces risks from global economic softness, USDJPY volatility, China EV competition, and supply chain pressures, but earnings growth is expected to return by FY 2029. rep0rter/iStock Editorial via Getty Images

Toyota Motor Corporation (TM) posted decent fiscal Q1 GAAP results on Tuesday, August 4. Shares were little changed before the opening bell on Wall Street, continuing a trend of somewhat lackluster price action so

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4 Reasons Pfizer Could Be a Value Play You Can't MissBioNTech NASDAQ: BNTX reported second-quarter 2026 revenue of €106 million, down from €261 million a year earlier, as lower U.S. demand for its COVID-19 vaccine weighed on results. The prior-year quarter also benefited from a one-time compensation payment from Pfizer related to its decision to opt out of a shingles vaccine development program.

The company lowered its full-year revenue outlook to €1.6 billion to €1.9 billion, citing softer-than-expected global COVID-19 vaccine demand, Germany’s planned use of previously manufactured vaccine inventory for the upcoming season, and the delayed timing of an out-licensed research-and-development milestone. BioNTech expects most of its 2026 revenue in the second half, including a €613 million collaboration payment from Bristol Myers Squibb expected in the third quarter.

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CEO Transition and Oncology Strategy Moderna Dips on Q2 Earnings But Can It Rip on a Short Squeeze?BioNTech announced that Guido Oelkers will become chief executive officer by Feb. 1 at the latest. Helmut Jeggle, chairman of the supervisory board, said Oelkers was selected for his strategic leadership, experience scaling global biopharmaceutical businesses and record of developing innovation-driven organizations.

Oelkers most recently served as CEO of Sobi, where Jeggle said he more than quadrupled revenue over nine years. Current CEO and co-founder Ugur Sahin said he will remain actively involved in preparing for Oelkers’ onboarding and characterized the transition as part of BioNTech’s evolution from a research-focused organization into a multi-product biopharmaceutical company.

Novavax Plunges on Earnings Miss: Falling Knife or Buying Opp?Sahin said BioNTech is advancing a tumor-focused oncology strategy spanning next-generation immunomodulators, antibody-drug conjugates, or ADCs, and mRNA cancer immunotherapies. The company is targeting more than 17 late-stage and pivotal-trial readouts through 2030 and beyond.

Lung Cancer Programs Advance Chief Medical Officer and co-founder Özlem Türeci highlighted progress for pumitamig, BioNTech’s investigational bispecific immunomodulator targeting PD-L1 and VEGF-A that is being developed with Bristol Myers Squibb. The company is running four registrational lung-cancer programs for the candidate, including trials in small cell lung cancer, first-line non-small cell lung cancer, PD-L1-high non-small cell lung cancer and unresectable stage 3 non-small cell lung cancer.

At the American Society of Clinical Oncology meeting in June, BioNTech presented global phase II data from ROSETTA-Lung 02, which is evaluating pumitamig plus chemotherapy in previously untreated advanced non-small cell lung cancer. Among 40 evaluable patients, the combination generated unconfirmed and confirmed overall response rates of 72.5% and 62.5%, respectively, according to Türeci.

In patients with PD-L1 tumor proportion scores below 1%, the confirmed objective response rate was 47.6%. It was 77.8% among patients with scores between 1% and 49%, while all six patients with scores of at least 50% responded. Türeci said the safety profile was manageable, with no new safety signals, and that the results support the ongoing global phase III program.

BioNTech also expects a first interim analysis for gotistobart in late 2026 in pivotal-stage testing for metastatic squamous non-small cell lung cancer. Gotistobart is a selective regulatory T-cell-depleting CTLA-4 antibody being developed with OncoC4. In the non-pivotal first stage of the PRESERVE-003 study, Türeci said gotistobart reduced the risk of death by 54% versus docetaxel, with a hazard ratio of 0.46. Median overall survival had not been reached in the gotistobart arm, compared with about 10 months for docetaxel.

ADC and mRNA Programs The company dosed the first patient in a phase III study of elfetabart drozuntecan, formerly known as BNT324, in taxane-naive metastatic castration-resistant prostate cancer. The B7-H3-targeting ADC is being developed with DualityBio and is being tested against docetaxel in patients whose disease progressed after second-generation androgen receptor pathway inhibitors.

Sahin said more than 1,000 patients have received the ADC across more than 10 tumor types, including 400 treated in combination with pumitamig. He said the company has seen durable disease control and a tolerable safety profile, including no significant interstitial lung disease events observed so far among patients treated for more than a year.

BioNTech expects to present data later in 2026 from a phase I/II trial of pumitamig plus BNT324 in advanced non-small cell and small cell lung cancers. Türeci described the dataset as the first clinical data for a PD-L1/VEGF-A bispecific antibody combined with an ADC in lung cancer.

In mRNA cancer immunotherapy, enrollment has been completed in a randomized phase II trial of autogene cevumeran in high-risk stage 2 or stage 3 colorectal cancer. An independent data safety monitoring board reviewed an interim analysis in June and recommended continuing the trial without modification. BioNTech expects the final, event-driven analysis in 2027.

The company also expects a phase III progression-free-survival interim analysis later this year for BNT113, its HPV16-targeting mRNA immunotherapy being tested with pembrolizumab in first-line, PD-L1-positive HPV16-positive head and neck cancer.

Guidance, Expenses and Capital Allocation BioNTech reported adjusted research-and-development expense of €477 million in the second quarter, down from €509 million a year earlier, reflecting portfolio prioritization and favorable partner cost-sharing effects. Adjusted selling, general and administrative expense rose to €198 million from €137 million, driven by investments in operational systems, prelaunch activities and the inclusion of CureVac operations following the merger.

For 2026, the company now expects adjusted R&D expense of €2 billion to €2.3 billion, while maintaining adjusted SG&A guidance of €700 million to €800 million. BioNTech ended the quarter with €16.6 billion in cash equivalents and security investments.

CFO Ramon Zapata said the company has repurchased $152 million of shares under its up-to-$1 billion repurchase authorization. He said BioNTech’s capital-allocation priorities remain funding its priority pipeline and commercial capabilities, maintaining flexibility for external opportunities, and returning capital to shareholders.

About BioNTech (NASDAQ:BNTX)BioNTech SE NASDAQ: BNTX is a Germany-based biotechnology company that develops next-generation immunotherapies and vaccines, with a primary focus on messenger RNA (mRNA) technology. Founded in 2008 and headquartered in Mainz, BioNTech advances a platform approach to design and manufacture therapeutics across oncology, infectious diseases and other high unmet-need areas. The company is publicly traded on the NASDAQ exchange and became widely known for its rapid development and global deployment of an mRNA-based COVID-19 vaccine in collaboration with Pfizer.

BioNTech's core activities include discovery research, clinical development and manufacturing of mRNA-based medicines, personalized cancer immunotherapies, engineered cell therapies, and antibody- and protein-based therapeutics.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Key Takeaways IBKR's pullback reflects profit-taking, valuation, rate concerns and softer sequential trading activity.New products, AI tools and broader global access support client growth and revenue diversification.Revenues and earnings are projected to grow at double-digit rates through 2027 despite a premium valuation. Shares of Interactive Brokers Group (IBKR - Free Report) have lost 8.6% over the past month. It underperformed the S&P 500 Index and the industry. The pullback appears to reflect profit-taking, elevated valuation, interest-rate concerns and a sequential moderation in trading activity rather than any meaningful deterioration in the company’s long-term fundamentals.

Compared with two of its closest peers, Robinhood Markets (HOOD - Free Report) and Charles Schwab (SCHW - Free Report) , IBKR has outperformed Robinhood during the period but lagged Schwab.

One-Month Price Performance
 

Image Source: Zacks Investment Research

The key question now is whether the recent share-price weakness in Interactive Brokers presents a buying opportunity or warrants a wait-and-watch approach. Let’s find out.

IBKR’s Product Diversification EffortsInteractive Brokers continues to add features that widen its addressable client base and deepen wallet share. The company has added nine new tokens for trading through Zero Hash and three new tokens through Paxos, while introducing the ability to transfer funds to external wallets via stablecoin. It also launched a unified screen for trading prediction-market contracts across Kalshi, CME and ForecastEx, along with AI integrations with Anthropic’s Claude, OpenAI’s ChatGPT and xAI’s Grok for account navigation, research and trade preparation.

It also launched CBOE binary-options trading and received preliminary conditional approval for a U.S. national trust bank charter, which is expected to support direct custody services for mutual fund and ETF clients. Further, enhancements to its Hedge Fund Marketplace have simplified fund discovery and investment while improving engagement through portfolio-manager video presentations.

These launches build on additions such as stablecoin funding, Coinbase Derivatives access and the Connections discovery feature, and complement tools like Ask IBKR and AI News Summaries. Together, these initiatives support client retention, broaden fee-generating opportunities and reduce reliance on any single product line amid intense competition. Reflecting growing global platform usage, overnight trading volumes nearly tripled year over year to 10.9 million trades in the second quarter from 3.8 million.

nteractive Brokers’ Technological Excellence Drives GrowthInteractive Brokers’ technological superiority is one of its strongest aspects. The company processes trades in stocks, digital assets, futures, options and forex on more than 160 exchanges across several countries and currencies. Unlike many of its peers, IBKR has a very low level of compensation expenses relative to net revenues. This helps the company generate solid growth.

Since its inception, Interactive Brokers has focused on proprietary software that automates broker-dealer functions. This has supported a steady rise in revenues over time, with total net revenues witnessing a compound annual growth rate (CAGR) of 22.8% over 2020-2025, driven by interest income, commissions and business expansion efforts. The momentum continued in the first half of 2026, and recent operating metrics show sustained engagement.

Net revenues are expected to keep improving, driven by the company's solid Daily Average Revenue Trades (DARTs) numbers and a robust trading backdrop. This anchors the forward view to sustained engagement on the platform. The company’s technological superiority, combined with easier regulations to improve product velocity, will likely support its net revenues through higher client acquisitions.

The Zacks Consensus Estimate for IBKR’s 2026 and 2027 revenues is $7.26 billion and $8.23 billion, which indicates year-over-year growth of 18% and 13.3%, respectively.

Sales Estimates
 

Image Source: Zacks Investment Research

Interactive Brokers’ Global PresenceInteractive Brokers continues to scale its international platform to capture rising cross-border investing and wealth creation in emerging markets. During the second quarter, the company expanded its global and product reach by becoming the first electronic broker to offer access to both the Korea Stock Exchange and Nextrade, introducing cryptocurrency trading across Europe and providing eligible U.K. and European retail clients with access to the SpaceX IPO.

In 2025, IBKR expanded global market access by enabling eligible clients outside Brazil to trade Brazilian equities on B3 and by adding UAE equities through the Abu Dhabi Securities Exchange and Dubai Financial Market. It also broadened access to Bursa Malaysia and continues pursuing growth in Taiwan, Mexico and India. It is the first SFC-licensed securities broker approved to allow retail clients to trade cryptocurrencies in Hong Kong.

A wider geographic and product footprint supports sustained account growth and helps diversify client activity across regions.

IBKR’s Efficient Capital DistributionsInteractive Brokers has a long record of dividend payments and has increased its payout in recent years. In April 2026, it announced a 9.4% hike in the dividend, following a 28% rise in 2025 and a 150% jump in 2024. Over the past five years, the company has hiked its dividend three times, with an annualized growth rate of 39.6%. It has a dividend payout ratio of 14%.

The June 2025 four-for-one stock split improved accessibility without changing fundamentals.

The company uses insignificant debt to finance its operations and ended the second quarter with substantial liquidity levels. This supports ongoing platform investment and regulatory requirements while still returning cash to shareholders over time.

Analyzing IBKR’s Earnings Estimates & ValuationOver the past seven days, the Zacks Consensus Estimate for Interactive Brokers’ 2026 and 2027 earnings has been revised upward to $2.69 and $3.17, respectively. This indicates year-over-year growth rates of 22.8% for 2026 and 18% for 2027.

Earnings Estimates
 

Image Source: Zacks Investment Research

In terms of valuation, the IBKR stock looks expensive compared with the industry. The stock is trading at a forward 12-month price/earnings (P/E) of 29.49X, which is above the industry’s 13.92X.

P/E F12M
 

Image Source: Zacks Investment Research

Looking at its peers, Robinhood has a forward 12-month P/E of 38.01X and Schwab is currently trading at a P/E of 14.57X. Thus, Interactive Brokers is trading at a premium compared with Schwab but it is relatively inexpensive compared with Robinhood.

Is Now the Right Time to Buy Interactive Brokers Stock?IBKR’s expanding product suite, AI-enabled tools, global market access and rising overnight trading activity support continued client growth and revenue diversification. Its technology-driven model, low compensation burden, strong balance sheet and upward earnings revisions further strengthen the investment case.

Although the stock trades at a premium and remains sensitive to rates and elevated expenses, its revenues and earnings are expected to grow at double-digit rates through 2027. Hence, investors may consider buying the dip before renewed momentum pushes the shares higher.

At present, IBKR sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Lumentum stock jumped by over 13% in the premarket session after a highly bullish statement from Mizuho. LITE soared to $881, continuing a recovery that started on July 29 when it bottomed at $594. So, will this rally continue amid the rising valuation concerns?

LITE stock has done well this year, helped by the ongoing artificial intelligence boom and the $2 billion investment from Nvidia. It has jumped by over 150% this year and 600% in the last 12 months.

The company’s optical and photonic products are used widely in the data center industry, which is seeing strong demand this year. For one, the top hyperscalers plan to spend over $750 billion in capital expenditure this year, a figure that may continue in the foreseeable future.

Lumentum counts some of the biggest companies as clients. This includes companies like Apple, Microsoft, Amazon, Alphabet, and Cisco. 

Analysts are taking note, with most of them having a bullish outlook. In the latest note, a Mizuho analyst reiterated the bullish outlook for the company with a $1000 target. The analyst noted that the company will continue doing well, noting that its top suppliers like AXTI and Landmark continued to publish strong earnings and guidance.

Other top companies have boosted their outlooks for the company. Citigroup reiterated a buy rating, while Northland Securities hiked the target from $1,000 to $1,200. Another bullish outlook came from Citic Securities, which hiked the target from $620 to $1,186. 

READ MORE: Why analysts are backing optical networking stocks like Lumentum now

LITE stock is doing well because of the ongoing Lumentum earnings growth. Its recent earnings showed that its cloud and AI business pushed its revenue up by over 90% in the third quarter to $808 million.

Components revenue jumped by 77%, while Systems soared by 24%. Most notably, its gross and net profit margins continued growing as it boosted its prices. 

Most notably, the company’s balance sheet has continued improving. Its cash and short-term investments soared to $3.17 billion from $1.15 billion in the second quarter. This increase was partly because of its revenue growth and Nvidia’s investment.

Analysts now believe that the company has more room to grow. Yahoo Finance data shows that analysts expect the upcoming results to show that its revenue jumped by 105% to $987 million. For the year, revenue is expected to jump by 81% to $3 billion, followed by $5.6 billion next year. Lumentum’s earnings-per-share is expected to jump from $2.06 last year to $8.23.

These numbers explain why the company’s valuation has jumped. It has a forward price-to-earnings ratio of 94.80, much higher than the technology sector median of 23. This figure is much higher than the five-year average of 36. As such, these numbers mean that the company will need to publish stronger results to justify the valuation.

LITE stock chart | Source: TradingView

The daily chart shows that the LITE stock has been in a downward trend, forming a descending channel. This channel was part of the bullish flag pattern, a common continuation sign in technical analysis. 

The stock has remained above the 200-day Exponential Moving Average (EMA). Also, the Stochastic Oscillator has continued rising. Therefore, it will likely continue rising as bulls target the key resistance level of $1,086, the highest point this year.

Amazon Bets Big on BETA: Why Analysts See 50% UpsideEVE NYSE: EVEX said its full-scale engineering prototype has entered partial transition flight testing as the electric vertical takeoff and landing aircraft developer targets full transition by the end of 2026 and certification and entry into service in 2028.

Chief Executive Officer Johann Bordais said the company resumed its flight campaign after completing a planned three-month ground-test period focused on software upgrades and system integration. The work included testing the synchronization of the aircraft’s lifter rotors and pusher propeller, as well as ground testing of avionics, actuators and flight-control systems with motors powered on.

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Flying Cars and Rising Bars: The 2026 eVTOL Breakout BeginsThe prototype has completed 66 flights and logged 2 hours and 46 minutes of airtime, according to Bordais. Eve has validated 150 test points during the program and accumulated more than 15,000 hours of component and systems testing across its development infrastructure.

Transition flight program advances The aircraft is now conducting partial transition flights, in which it accelerates forward by engaging its pusher while the lifter rotors remain powered. Bordais said the pusher initially operated at low revolutions and was subsequently increased to about 1,200 RPM, enabling forward flight at 30 knots, or roughly 35 miles per hour.

Don’t Miss These 3 Hidden Aerospace Gems Before They Take OffIn the coming weeks, Eve plans to increase speed progressively to 60 knots and then to 80 to 90 knots. Full transition will occur when the lifter rotors are powered off and lift is generated by air flowing over the wing, allowing the aircraft to operate like a conventional airplane.

Bordais said the company expects to need approximately 30 to 40 additional flights to complete the full transition, with timing still targeted for the end of the year. He said the company does not intend to “cut any corners” in the testing campaign, which is designed to expand the flight envelope while transferring findings into the certification-conforming aircraft program.

Marcelo Basile, Eve’s chief flight prototype engineer, said the company expects to build six conforming prototypes next year. The first will focus on flight-envelope expansion, handling qualities and performance. Other aircraft will support testing of propulsion, electrical systems, avionics, cabin systems, and function-and-reliability requirements. The sixth prototype will be the closest to a series-production aircraft, he said.

Eve plans the first crewed conforming-prototype flight for the second half of 2027. Bordais said the company expects the conforming aircraft to fly for about 12 months before certification, supporting its 2028 entry-into-service target.

Certification, suppliers and infrastructure The company said its means-of-compliance process with Brazil’s civil aviation authority, ANAC, is nearly complete. These requirements outline the tests needed to demonstrate that aircraft components meet certification standards. Some suppliers have already begun testing components for which compliance methods have been aligned with ANAC, Bordais said.

ANAC has opened an industry consultation on an updated airworthiness certification basis that Eve said reflects alignment with the Federal Aviation Administration. The consultation ends Aug. 18. ANAC also published proposed noise certification criteria for Eve’s E100 aircraft following engagement with the company, according to Bordais.

Eve has applied through ANAC for type-certificate validation by the European Union Aviation Safety Agency. Bordais said EASA certification is expected 12 to 15 months after approvals from ANAC and the FAA.

On the supply chain, Bordais said Eve has approximately 22 suppliers, with major contracts negotiated since 2023, beginning with the battery and propulsion systems. The company is conducting critical design reviews with suppliers and expects to freeze the aircraft design by the end of 2026, allowing only minor changes afterward.

Eve also announced partnerships with Hitachi and the Florida Department of Transportation. The Hitachi relationship is intended to address vertiport electrical-grid connections, charging cycles and integration of new energy demand. The Florida partnership will focus on infrastructure, operating procedures and airspace navigation needed to integrate urban air mobility into the state’s transportation network.

Liquidity, costs and production spending Chief Financial Officer Eduardo Couto said Eve ended the second quarter with $403 million in cash and total liquidity of $531 million, including $128 million of undrawn credit facilities. The company believes its liquidity is sufficient to fund operations through 2028 without additional funding.

Second-quarter cash consumption was $49 million, while cash burn for the first half totaled $118 million. Eve expects full-year cash consumption to remain near the midpoint of its previously stated $225 million to $275 million range.

Research and development expense was $29 million in the second quarter, down from roughly $55 million in prior quarters due to supplier agreements that were more favorable than expected and program-development updates. Couto said R&D spending is expected to return to about $50 million per quarter going forward. Selling, general and administrative expense was $8 million, and net loss was $34 million.

The company identified $100 million to $150 million in potential synergies and cost avoidance over the next three years through its relationship with Embraer. Couto said slightly less than one-third of those savings is expected this year, with the remainder expected in 2027 and 2028.

Cost-saving efforts include shifting certain administrative activities to Embraer, improving the master services agreement covering engineering resources, and using Embraer facilities and industrial assets to avoid duplicative investments. Eve expects approximately $20 million of capital expenditures this year, around $50 million next year, and $30 million to $40 million in 2028, for roughly $100 million of total investment in modular production capacity.

Backlog expands at Farnborough At the Farnborough Airshow, Eve announced two new letters of intent covering 46 aircraft: one from Moov for operations in Cape Verde and another from Shearwater, a Bay Point Capital Company affiliate and new leasing customer. The additions brought Eve’s stated preorder backlog to about 2,700 aircraft, valued at approximately $13.5 billion at list prices.

Bordais said the company has about 100 firm aircraft orders from Revo and AirX, while the broader backlog includes letters of intent. He said Eve is pursuing both direct sales to operators and sales to leasing companies, which can then lease aircraft to operators.

About EVE (NYSE:EVEX)Eve Holding, Inc NYSE: EVEX is the publicly traded parent of Eve Air Mobility, a company dedicated to developing sustainable urban air mobility solutions. Through its engineering and design capabilities, Eve focuses on creating electric vertical takeoff and landing (eVTOL) aircraft tailored for short-haul passenger and cargo transport in densely populated areas.

The company’s flagship offering is an eVTOL aircraft designed to deliver clean, quiet and efficient point-to-point service, backed by an integrated digital platform for air traffic management.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in EVE Right Now?Before you consider EVE, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and EVE wasn't on the list.

While EVE currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

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Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.

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Posted by Defense World Staff on Aug 4th, 2026

Southwest Gas (NYSE:SWX – Get Free Report) will likely be releasing its Q2 2026 results before the market opens on Wednesday, August 5th. Analysts expect Southwest Gas to announce earnings of $0.4509 per share and revenue of $416.2040 million for the quarter. Parties may visit the the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 11:00 AM ET.

Southwest Gas (NYSE:SWX – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The utilities provider reported $1.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.88 by $0.03. Southwest Gas had a net margin of 19.95% and a return on equity of 6.95%. The company had revenue of $585.12 million during the quarter, compared to analysts’ expectations of $695.52 million. During the same period in the prior year, the company earned $1.58 earnings per share. The business’s quarterly revenue was down 21.6% compared to the same quarter last year. On average, analysts expect Southwest Gas to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Southwest Gas Price Performance NYSE SWX opened at $89.80 on Tuesday. Southwest Gas has a twelve month low of $75.75 and a twelve month high of $94.46. The company has a debt-to-equity ratio of 0.84, a quick ratio of 1.32 and a current ratio of 1.45. The stock has a market capitalization of $6.50 billion, a PE ratio of 13.01, a P/E/G ratio of 2.12 and a beta of 0.57. The stock has a 50-day simple moving average of $89.63 and a 200 day simple moving average of $88.36.

Southwest Gas Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, August 17th will be given a $0.645 dividend. This represents a $2.58 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Monday, August 17th. Southwest Gas’s payout ratio is currently 37.39%.

Institutional Inflows and Outflows Hedge funds have recently bought and sold shares of the stock. Illinois Municipal Retirement Fund grew its position in Southwest Gas by 1.3% during the 4th quarter. Illinois Municipal Retirement Fund now owns 10,431 shares of the utilities provider’s stock worth $835,000 after acquiring an additional 135 shares during the last quarter. LPL Financial LLC raised its position in Southwest Gas by 1.1% in the 4th quarter. LPL Financial LLC now owns 14,500 shares of the utilities provider’s stock valued at $1,160,000 after purchasing an additional 159 shares during the last quarter. Daiwa Securities Group Inc. boosted its stake in Southwest Gas by 21.3% in the second quarter. Daiwa Securities Group Inc. now owns 939 shares of the utilities provider’s stock worth $70,000 after purchasing an additional 165 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Southwest Gas by 0.4% in the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 44,098 shares of the utilities provider’s stock worth $3,280,000 after purchasing an additional 168 shares in the last quarter. Finally, NewEdge Advisors LLC grew its holdings in shares of Southwest Gas by 7.4% during the third quarter. NewEdge Advisors LLC now owns 3,194 shares of the utilities provider’s stock worth $250,000 after purchasing an additional 219 shares during the last quarter. 92.77% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets SWX has been the subject of several research reports. Citigroup increased their price objective on Southwest Gas from $99.00 to $106.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Wall Street Zen raised shares of Southwest Gas from a “sell” rating to a “hold” rating in a research report on Sunday, July 12th. JPMorgan Chase & Co. upgraded shares of Southwest Gas from a “neutral” rating to an “overweight” rating and set a $100.00 target price for the company in a research note on Thursday, May 7th. UBS Group set a $100.00 price target on shares of Southwest Gas in a research report on Thursday, May 7th. Finally, Weiss Ratings upgraded shares of Southwest Gas from a “buy (b+)” rating to a “buy (a-)” rating in a report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $97.29.

Read Our Latest Stock Report on Southwest Gas

Southwest Gas Company Profile (Get Free Report)

Southwest Gas Corporation (NYSE: SWX) is a publicly traded natural gas utility that provides regulated gas distribution services to residential, commercial, industrial and electric generation customers. The company’s core activities include the transportation, distribution and sale of natural gas through an extensive network of pipelines, service lines and metering facilities. Southwest Gas also offers related services such as system maintenance, pipeline safety inspections, emergency response and line extensions to support customer growth and ensure reliable gas delivery.

Founded in 1931 in southern Nevada, Southwest Gas has grown through strategic acquisitions and organic expansion to become one of the nation’s larger natural gas utilities by customer count.

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Marathon Petroleum (MPC - Free Report) came out with quarterly earnings of $17.73 per share, beating the Zacks Consensus Estimate of $14.52 per share. This compares to earnings of $3.96 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +22.11%. A quarter ago, it was expected that this refiner would post earnings of $0.72 per share when it actually produced earnings of $1.65, delivering a surprise of +129.17%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Marathon Petroleum, which belongs to the Zacks Oil and Gas - Refining and Marketing industry, posted revenues of $52.34 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 50.26%. This compares to year-ago revenues of $34.1 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Marathon Petroleum shares have added about 88.8% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Marathon Petroleum?While Marathon Petroleum has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Marathon Petroleum was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $18.07 on $33.26 billion in revenues for the coming quarter and $43.19 on $144.74 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Oil and Gas - Refining and Marketing is currently in the top 9% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Delek US Holdings (DK - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This refinery operator is expected to post quarterly earnings of $2.21 per share in its upcoming report, which represents a year-over-year change of +494.6%. The consensus EPS estimate for the quarter has been revised 94.2% higher over the last 30 days to the current level.

Delek US Holdings' revenues are expected to be $3.03 billion, up 9.6% from the year-ago quarter.

ATLANTA, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Perma-Fix Environmental Services, Inc. (NASDAQ: PESI), a global leader in nuclear waste management and environmental remediation solutions, announced today the formation of a strategic Partnership with Mirion Technologies, under the Small Business Administration’s Mentor-Protégé Program.

The formation of the strategic partnership reinforces Perma-Fix’s leadership in the U.S. nuclear cleanup market in support of the Department of Energy (DOE) and its Office of Environmental Management’s mission to reduce risks from the Cold War nuclear legacy and advance safe, permanent solutions for complex radioactive and hazardous waste.

“This Partnership represents a natural evolution of Perma-Fix’s strategy to expand our leadership across the DOE environmental management landscape. As cleanup missions continue to grow in complexity, we believe customers increasingly value solutions that combine specialized treatment infrastructure, radiological expertise, and disciplined execution. Perma-Fix’s waste management and remediation capabilities are the cornerstone of this Partnership, and Mirion’s instrumentation expertise further strengthens our ability to compete for and support larger, more technically demanding cleanup opportunities,” said Mark Duff, President and Chief Executive Officer of Perma-Fix.

The Perma-Fix and Mirion Technologies partnership will leverage Perma-Fix’s more than 30 years of experience in nuclear waste treatment, environmental remediation, project management, and waste disposition, complemented by Mirion Technologies’ expertise in radiation detection, measurement, monitoring, and advanced nuclear instrumentation. The Partnership will focus on opportunities involving advanced waste characterization and segregation, radiological measurement and non-destructive assay, waste processing, packaging, transportation, and disposal support for complex nuclear and environmental remediation projects. Together, the Partnership is intended to support earlier and more accurate waste segregation, optimized disposal pathways, reduced disposal costs and timelines, and improved project execution across major DOE cleanup programs.

The Mentor-Protégé relationship aligns with Perma-Fix’s broader strategy of expanding its participation in long-duration nuclear cleanup and waste treatment programs. As the Company continues to invest in treatment capacity, permitting, and operational readiness across its nuclear platform, management believes strategic partnerships such as this can further strengthen Perma-Fix’s ability to address emerging federal remediation opportunities, including longstanding experience at key DOE facilities such as Los Alamos National Laboratory.

About Perma-Fix Environmental Services

Perma-Fix Environmental Services, Inc. is a nuclear services company and leading provider of nuclear and mixed waste management services. The Company’s nuclear waste services include management and treatment of radioactive and mixed waste for hospitals, research labs and institutions, federal agencies including the DOE, the U.S. Department of War (DOW), and the commercial nuclear industry. The Company’s nuclear services group provides project management, waste management, environmental restoration, decontamination and decommissioning, new build construction, and radiological protection, safety and industrial hygiene capability to its clients. The Company operates four nuclear waste treatment facilities and provides nuclear services at DOE, DOW, and commercial facilities nationwide. Visit us at www.perma-fix.com to learn more.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding the agreement described herein, the anticipated benefits and opportunities arising from such agreement, and its potential future impacts. These forward-looking statements are subject to risks, uncertainties and other factors that could cause actual results to differ materially from those expressed or implied by such statements. Further information regarding risks, uncertainties, and other factors that could affect each company’s respective financial results and operations is included in the filings of Mirion Technologies and Perma-Fix Environmental Services, respectively, with the United States Securities and Exchange Commission (the “SEC”), including each company’s respective Annual Reports on Form 10-K and most recent Quarterly Report on Form 10-Q, as well as other periodic reports filed or to be filed with the SEC.

You should not rely on these forward-looking statements, as actual outcomes and results may differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. All forward-looking statements in this press release are based on information available to each of us as of the date hereof, and neither of us assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.

Contacts

For Perma-Fix inquiries:
David K. Waldman – U.S. Investor Relations
Crescendo Communications, LLC
(212) 671-1021

Herbert Strauss – European Investor Relations
[email protected]
+43 316 296 316

For Mirion Technologies media inquiries:
Erin Schesny
[email protected]

For Mirion Technologies investor inquiries:
Eric Linn
[email protected]

Posted by Defense World Staff on Aug 4th, 2026

California State Teachers Retirement System boosted its stake in shares of National Fuel Gas Company (NYSE:NFG – Free Report) by 29.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,184 shares of the oil and gas producer’s stock after purchasing an additional 24,321 shares during the quarter. California State Teachers Retirement System owned about 0.11% of National Fuel Gas worth $9,977,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the stock. SJS Investment Consulting Inc. boosted its holdings in shares of National Fuel Gas by 458.0% in the 1st quarter. SJS Investment Consulting Inc. now owns 279 shares of the oil and gas producer’s stock valued at $26,000 after buying an additional 229 shares in the last quarter. Fairscale Capital LLC bought a new position in shares of National Fuel Gas during the 4th quarter worth approximately $29,000. HM Payson & Co. bought a new position in shares of National Fuel Gas during the 4th quarter worth approximately $29,000. Cassaday & Co Wealth Management LLC purchased a new stake in National Fuel Gas during the first quarter valued at approximately $38,000. Finally, SHP Wealth Management purchased a new stake in National Fuel Gas during the fourth quarter valued at approximately $44,000. Institutional investors own 73.96% of the company’s stock.

National Fuel Gas Price Performance NYSE NFG opened at $82.80 on Tuesday. The company has a debt-to-equity ratio of 0.91, a current ratio of 3.20 and a quick ratio of 3.07. The stock’s fifty day moving average price is $78.81 and its 200 day moving average price is $84.58. National Fuel Gas Company has a 1 year low of $75.17 and a 1 year high of $97.06. The company has a market cap of $7.87 billion, a price-to-earnings ratio of 11.50, a PEG ratio of 1.83 and a beta of 0.37.

National Fuel Gas (NYSE:NFG – Get Free Report) last issued its earnings results on Wednesday, July 29th. The oil and gas producer reported $1.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.44 by $0.10. The company had revenue of $537.50 million during the quarter, compared to analyst estimates of $564.33 million. National Fuel Gas had a return on equity of 19.04% and a net margin of 26.97%.The firm’s quarterly revenue was up 1.1% on a year-over-year basis. During the same quarter last year, the business posted $1.64 EPS. National Fuel Gas has set its FY 2026 guidance at 7.400-7.600 EPS. As a group, equities research analysts forecast that National Fuel Gas Company will post 7.5 earnings per share for the current year.

National Fuel Gas Increases Dividend The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were issued a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 2.7%. This is a positive change from National Fuel Gas’s previous quarterly dividend of $0.54. The ex-dividend date of this dividend was Tuesday, June 30th. National Fuel Gas’s dividend payout ratio is presently 30.83%.

Analysts Set New Price Targets Several brokerages have weighed in on NFG. Wall Street Zen downgraded shares of National Fuel Gas from a “hold” rating to a “sell” rating in a research note on Saturday. Weiss Ratings downgraded National Fuel Gas from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, July 21st. Finally, KeyCorp began coverage on National Fuel Gas in a report on Tuesday, April 7th. They set an “overweight” rating and a $110.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $105.50.

Check Out Our Latest Stock Analysis on NFG

About National Fuel Gas (Free Report)

National Fuel Gas Company (NYSE: NFG) is a diversified energy company engaged primarily in the production, gathering, transmission, distribution and marketing of natural gas. The company operates through four principal segments: Exploration & Production, Pipeline & Storage, Utilities, and Energy Marketing. Its integrated asset base spans upstream development in the Appalachian Basin, regional pipeline networks, underground storage facilities, and regulated utility distribution systems.

In its Exploration & Production segment, National Fuel Gas focuses on developing natural gas reserves in the Marcellus and Utica shales, leveraging modern drilling and completion techniques.

Further Reading Five stocks we like better than National Fuel Gas SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks? Want to see what other hedge funds are holding NFG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for National Fuel Gas Company (NYSE:NFG – Free Report).

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Posted by Defense World Staff on Aug 4th, 2026

GlobalFoundries (NASDAQ:GFS – Get Free Report) will likely be announcing its Q2 2026 results before the market opens on Wednesday, August 5th. Analysts expect the company to post earnings of $0.4330 per share and revenue of $1.7641 billion for the quarter. Interested persons can check the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 8:30 AM ET.

GlobalFoundries (NASDAQ:GFS – Get Free Report) last posted its earnings results on Tuesday, May 5th. The company reported $0.40 earnings per share for the quarter, beating the consensus estimate of $0.35 by $0.05. The business had revenue of $1.63 billion during the quarter, compared to the consensus estimate of $1.63 billion. GlobalFoundries had a return on equity of 6.85% and a net margin of 11.40%.The business’s quarterly revenue was up 3.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.34 EPS. On average, analysts expect GlobalFoundries to post $1 EPS for the current fiscal year and $2 EPS for the next fiscal year.

GlobalFoundries Stock Performance Shares of GFS opened at $50.01 on Tuesday. The company’s 50 day simple moving average is $71.63 and its 200-day simple moving average is $58.65. GlobalFoundries has a 12-month low of $31.51 and a 12-month high of $92.55. The firm has a market cap of $27.44 billion, a PE ratio of 35.98, a price-to-earnings-growth ratio of 1.77 and a beta of 1.80. The company has a current ratio of 2.59, a quick ratio of 1.87 and a debt-to-equity ratio of 0.13.

GlobalFoundries Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders of record on Wednesday, June 24th were given a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Wednesday, June 24th. GlobalFoundries’s dividend payout ratio (DPR) is presently 34.53%.

Analyst Ratings Changes Several analysts have recently weighed in on GFS shares. Wedbush reaffirmed a “neutral” rating and issued a $50.00 target price on shares of GlobalFoundries in a report on Monday, May 4th. Arete Research set a $95.00 price target on shares of GlobalFoundries in a report on Wednesday, June 10th. UBS Group increased their price objective on GlobalFoundries from $65.00 to $77.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Evercore reaffirmed an “outperform” rating and issued a $85.00 target price on shares of GlobalFoundries in a research note on Tuesday, May 19th. Finally, JPMorgan Chase & Co. increased their price objective on shares of GlobalFoundries from $45.00 to $70.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $74.12.

Read Our Latest Stock Analysis on GlobalFoundries

Insider Transactions at GlobalFoundries In other GlobalFoundries news, insider Samak L. Azar sold 500 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $74.82, for a total value of $37,410.00. Following the transaction, the insider owned 15,494 shares of the company’s stock, valued at approximately $1,159,261.08. This represents a 3.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael James Hogan sold 2,800 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $75.17, for a total transaction of $210,476.00. Following the sale, the insider directly owned 6,695 shares of the company’s stock, valued at $503,263.15. This represents a 29.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 19,450 shares of company stock worth $1,412,000.

Hedge Funds Weigh In On GlobalFoundries Several institutional investors and hedge funds have recently modified their holdings of the stock. Royal Bank of Canada increased its holdings in GlobalFoundries by 4.4% in the first quarter. Royal Bank of Canada now owns 15,583 shares of the company’s stock worth $575,000 after buying an additional 660 shares during the last quarter. AQR Capital Management LLC boosted its stake in GlobalFoundries by 77.6% during the 1st quarter. AQR Capital Management LLC now owns 102,048 shares of the company’s stock valued at $3,679,000 after purchasing an additional 44,599 shares during the period. Jones Financial Companies Lllp grew its stake in shares of GlobalFoundries by 7,120.1% in the first quarter. Jones Financial Companies Lllp now owns 12,202 shares of the company’s stock worth $450,000 after acquiring an additional 12,033 shares during the last quarter. American Century Companies Inc. increased its holdings in shares of GlobalFoundries by 3.4% during the 2nd quarter. American Century Companies Inc. now owns 27,606 shares of the company’s stock worth $1,055,000 after purchasing an additional 903 shares during the period. Finally, M&T Bank Corp acquired a new stake in shares of GlobalFoundries during the 2nd quarter worth approximately $269,000.

About GlobalFoundries (Get Free Report)

GlobalFoundries, Inc (NASDAQ: GFS) is a leading contract semiconductor manufacturer that provides wafer fabrication and related services to semiconductor companies and systems manufacturers. The company operates as a pure-play foundry, producing integrated circuits across a range of process technologies for customers in markets such as automotive, communications, consumer electronics, industrial, and aerospace. Its service offering spans process development, manufacturing, test and packaging support, and design enablement including process design kits (PDKs) and intellectual property (IP) libraries to help customers bring designs to production.

GlobalFoundries focuses on a portfolio of differentiated and specialty process nodes, offering technologies for radio-frequency (RF) and wireless, analog and mixed-signal, power management, embedded non-volatile memory, and silicon-on-insulator (SOI) process families.

Featured Articles Five stocks we like better than GlobalFoundries SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

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Hamilton Lane (HLNE - Free Report) came out with quarterly earnings of $1.94 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.31 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +27.63%. A quarter ago, it was expected that this private-market investment firm would post earnings of $1.43 per share when it actually produced earnings of $1.49, delivering a surprise of +4.2%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Hamilton Lane, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $275.33 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 25.88%. This compares to year-ago revenues of $175.96 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Hamilton Lane shares have lost about 29.3% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Hamilton Lane?While Hamilton Lane has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Hamilton Lane was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.59 on $221.57 million in revenues for the coming quarter and $6.45 on $900.04 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Management is currently in the top 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Eagle Point Credit (ECC - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 13.

This management investment company is expected to post quarterly earnings of $0.18 per share in its upcoming report, which represents a year-over-year change of -21.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Eagle Point Credit's revenues are expected to be $40.28 million, down 16.8% from the year-ago quarter.

Trex (TREX - Free Report) came out with quarterly earnings of $0.62 per share, missing the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -3.13%. A quarter ago, it was expected that this maker of fencing and decking products would post earnings of $0.51 per share when it actually produced earnings of $0.59, delivering a surprise of +15.69%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Trex, which belongs to the Zacks Building Products - Wood industry, posted revenues of $418.02 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.01%. This compares to year-ago revenues of $387.8 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Trex shares have added about 27.8% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Trex?While Trex has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Trex was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.48 on $302.31 million in revenues for the coming quarter and $1.78 on $1.24 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Wood is currently in the top 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Rayonier (RYN - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This forest products company is expected to post quarterly earnings of $0.06 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 38.9% higher over the last 30 days to the current level.

Rayonier's revenues are expected to be $364.15 million, up 241.9% from the year-ago quarter.

Posted by Defense World Staff on Aug 4th, 2026

Brink’s (NYSE:BCO – Get Free Report) is expected to be announcing its Q2 2026 results before the market opens on Wednesday, August 5th. Analysts expect Brink’s to announce earnings of $2.04 per share and revenue of $1.3874 billion for the quarter. Brink’s has set its Q2 2026 guidance at 1.850-2.250 EPS. Investors are encouraged to explore the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 9:00 AM ET.

Brink’s (NYSE:BCO – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The business services provider reported $1.80 EPS for the quarter, topping the consensus estimate of $1.59 by $0.21. Brink’s had a return on equity of 87.38% and a net margin of 3.35%.The company had revenue of $1.38 billion for the quarter, compared to the consensus estimate of $1.36 billion. During the same period in the previous year, the business posted $1.62 EPS. The company’s revenue for the quarter was up 10.3% on a year-over-year basis. On average, analysts expect Brink’s to post $9 EPS for the current fiscal year and $10 EPS for the next fiscal year.

Brink’s Trading Down 2.4% Shares of BCO stock opened at $115.65 on Tuesday. The firm has a market capitalization of $4.76 billion, a P/E ratio of 27.02 and a beta of 1.06. Brink’s has a 1 year low of $84.99 and a 1 year high of $136.37. The firm’s fifty day simple moving average is $106.20 and its 200 day simple moving average is $111.69. The company has a current ratio of 1.53, a quick ratio of 1.53 and a debt-to-equity ratio of 9.75.

Brink’s Announces Dividend Discover more

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The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Monday, July 27th will be issued a dividend of $0.255 per share. The ex-dividend date is Monday, July 27th. This represents a $1.02 annualized dividend and a dividend yield of 0.9%. Brink’s’s payout ratio is presently 23.83%.

Wall Street Analysts Forecast Growth A number of research analysts have recently commented on the  stock. Wall Street Zen lowered shares of Brink’s from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Weiss Ratings lowered Brink’s from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, June 8th. Two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Brink’s presently has an average rating of “Moderate Buy” and a consensus price target of $154.00.

Read Our Latest Analysis on Brink’s

Institutional Inflows and Outflows Hedge funds and other institutional investors have recently made changes to their positions in the stock. Invesco Ltd. lifted its holdings in Brink’s by 7.9% during the 4th quarter. Invesco Ltd. now owns 124,279 shares of the business services provider’s stock valued at $14,507,000 after purchasing an additional 9,111 shares during the last quarter. Mercer Global Advisors Inc. ADV bought a new stake in Brink’s during the fourth quarter worth about $292,000. First Citizens Bank & Trust Co. acquired a new stake in shares of Brink’s during the fourth quarter worth approximately $480,000. XTX Topco Ltd acquired a new stake in shares of Brink’s during the fourth quarter worth approximately $1,249,000. Finally, VARCOV Co. bought a new position in shares of Brink’s in the fourth quarter valued at approximately $385,000. 94.96% of the stock is owned by institutional investors.

Brink’s Company Profile (Get Free Report)

The Brink’s Company (NYSE: BCO) is a global leader in secure logistics and cash management solutions. The company provides a comprehensive suite of services that span armored transportation, cash-in-transit (CIT), ATM services, smart safe solutions, and valuables storage. Through its network of service centers and armored vehicles, Brink’s ensures the safe and efficient movement of currency, precious metals, and other high-value assets for banks, retailers, mints, and government agencies.

Brink’s armored transport operations are complemented by technology-driven cash management offerings, including deposit automation and secure vaulting.

Featured Articles Five stocks we like better than Brink’s SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

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BellRing Brands (BRBR - Free Report) came out with quarterly earnings of $0.3 per share, missing the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.55 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -18.92%. A quarter ago, it was expected that this nutritional supplements company would post earnings of $0.31 per share when it actually produced earnings of $0.14, delivering a surprise of -54.84%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

BellRing Brands, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $570.4 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.56%. This compares to year-ago revenues of $547.5 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

BellRing Brands shares have lost about 51.6% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for BellRing Brands?While BellRing Brands has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for BellRing Brands was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.36 on $658 million in revenues for the coming quarter and $1.24 on $2.35 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Food - Miscellaneous is currently in the bottom 15% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Flowers Foods (FLO - Free Report) , is yet to report results for the quarter ended June 2026.

This bakery goods company is expected to post quarterly earnings of $0.23 per share in its upcoming report, which represents a year-over-year change of -23.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Flowers Foods' revenues are expected to be $1.23 billion, down 1% from the year-ago quarter.

Tenable now delivers greater risk visibility and governance across an expanded AI attack surface created by increased adoption of LLMs, MCPs and AI tools August 04, 2026 09:00 ET  | Source: Tenable Holdings, Inc.

LAS VEGAS, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Black Hat USA Booth #2639 — Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced enhanced AI security capabilities within the Tenable One Exposure Management Platform. Tenable One AI Exposure now delivers expanded platform coverage with support for Google Gemini, extending its coverage across major LLMs: Google Gemini, Anthropic Claude, OpenAI ChatGPT Enterprise and Microsoft Copilot. The release also extends discovery to all major Model Context Protocol (MCP) deployments and AI-native Integrated Development Environment (IDE) tools. Together, these capabilities give security teams a more complete view of where AI is being used, what risk it creates and where action is needed.

The rapid adoption of AI across the enterprise has created a critical AI exposure gap, a largely invisible risk that emerges across interconnected applications, infrastructure, identities and data. Underscoring this risk, Tenable detected 457 million AI-related security issues across more than 7,000 organizations, averaging 62,000 exposures per organization over a 30-day period. Traditional security tools leave security teams blind to high-impact attack paths, forcing them into a reactive loop rather than preemptively reducing AI risk.

Tenable One continuously discovers AI across endpoints, cloud and LLM applications, including both authorized and shadow AI. It inventories AI assets with the Tenable Exposure Graph, Tenable's data lake that aggregates massive volumes of security data to help organizations map, analyze and prevent cyber risks. Tenable One reduces real-world AI risk by securing the environments where AI runs and hardening AI workloads before they can be exploited. With these new advancements, Tenable One enables organizations to gain better visibility, context and control to manage AI risk while being able to govern AI use, enforce policies and prevent cyber exposures.

New AI security capabilities within Tenable One include:

Google Gemini Coverage: Tenable One now delivers visibility and governance for Google Gemini including monitoring of user interactions and prompt responses, policy enforcement, and detection of malicious activity and inappropriate usage.Enhanced AI Visibility: Tenable One now doubles its coverage of sanctioned and shadow AI, supporting MCPs, AI-native IDEs (such as Cursor, Windsurf and Trae) and AI-enabled browser extensions.Operationalized Remediation: Organizations can remediate faster by creating tickets directly in Jira and ServiceNow or alerting users on policy violations by sending automated email notifications, Slack or Teams messages. “The massive volume of AI exposures confirms the operational reality that authorized and unauthorized AI is deployed faster than security teams can govern it,” said Eric Doerr, Chief Product Officer, Tenable. “There’s no denying that AI attack surfaces are making defenders’ jobs even harder, and legacy or siloed cybersecurity tools simply don’t cut it. With today’s expansion to include Google Gemini, MCP and AI-native IDE deployments, Tenable is the only exposure management platform delivering unified AI visibility and governance across all major LLMs, software, and tools.”

Tenable One brings together two distinct AI capabilities. Tenable AI Exposure helps organizations discover, assess and secure how AI is being used across their environments. Tenable Hexa AI is the platform’s agentic engine, using AI to coordinate agents, automate security tasks and accelerate remediation. Put simply, AI Exposure helps organizations secure their use of AI, while Hexa helps them use AI to improve security operations. Together, they advance Tenable’s preemptive security strategy by helping organizations reduce AI-related risk and act on cyber exposure more efficiently.

Visit the Tenable booth #2639 this week at Black Hat USA, August 4-7, 2026, to see Tenable One in action.

More information about Tenable One AI Exposure is available at: https://www.tenable.com/products/ai-exposure

About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.

Media Contact:
Tenable
[email protected]

Posted by Defense World Staff on Aug 4th, 2026

Delek US (NYSE:DK – Get Free Report) is expected to post its Q2 2026 results before the market opens on Wednesday, August 5th. Analysts expect the company to post earnings of $2.67 per share and revenue of $3.4409 billion for the quarter. Interested persons are encouraged to explore the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 11:00 AM ET.

Delek US Stock Down 2.9% DK opened at $65.92 on Tuesday. The company has a debt-to-equity ratio of 10.51, a quick ratio of 0.49 and a current ratio of 0.76. The company has a market cap of $4.04 billion, a price-to-earnings ratio of -72.44, a PEG ratio of 1.79 and a beta of 0.58. Delek US has a one year low of $19.81 and a one year high of $68.93. The business’s fifty day moving average is $52.88 and its two-hundred day moving average is $43.97.

Delek US Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Monday, August 3rd will be paid a dividend of $0.255 per share. This represents a $1.02 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, August 3rd. Delek US’s payout ratio is -112.09%.

Insider Buying and Selling at Delek US In other news, Director Laurie Z. Tolson sold 4,921 shares of Delek US stock in a transaction on Monday, May 18th. The stock was sold at an average price of $46.30, for a total value of $227,842.30. Following the completion of the sale, the director owned 18,226 shares of the company’s stock, valued at $843,863.80. The trade was a 21.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Reuven Spiegel sold 10,000 shares of Delek US stock in a transaction on Monday, May 18th. The shares were sold at an average price of $44.36, for a total value of $443,600.00. Following the completion of the sale, the executive vice president directly owned 48,372 shares of the company’s stock, valued at approximately $2,145,781.92. This represents a 17.13% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 39,270 shares of company stock valued at $1,828,718. 3.56% of the stock is owned by corporate insiders.

Institutional Trading of Delek US Hedge funds have recently added to or reduced their stakes in the business. Cibc World Market Inc. acquired a new stake in Delek US during the 4th quarter worth approximately $234,000. Northwestern Mutual Wealth Management Co. lifted its position in Delek US by 17,347.8% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 8,026 shares of the oil and gas company’s stock valued at $238,000 after buying an additional 7,980 shares in the last quarter. CIBC Bancorp USA Inc. purchased a new stake in Delek US during the third quarter worth approximately $205,000. Mackenzie Financial Corp purchased a new stake in Delek US during the third quarter worth approximately $239,000. Finally, Victory Capital Management Inc. acquired a new stake in shares of Delek US in the third quarter worth $216,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In Several equities research analysts recently commented on the stock. JPMorgan Chase & Co. boosted their price objective on shares of Delek US from $57.00 to $62.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 14th. Citigroup upped their price target on shares of Delek US from $33.00 to $44.00 and gave the company a “neutral” rating in a report on Monday, April 13th. UBS Group increased their price target on shares of Delek US from $42.00 to $48.00 and gave the company a “neutral” rating in a research report on Friday, April 10th. Mizuho raised their price objective on shares of Delek US from $54.00 to $60.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. Finally, Zacks Research upgraded Delek US from a “hold” rating to a “strong-buy” rating in a research report on Friday, June 26th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $51.92.

Check Out Our Latest Stock Report on DK

Delek US Company Profile (Get Free Report)

Delek US Holdings, Inc (NYSE: DK) is an independent downstream energy company engaged in the refining, logistics, and marketing of petroleum products. Headquartered in Brentwood, Tennessee, the company operates a network of inland refineries, storage terminals and pipelines, and convenience store locations. Delek US focuses on converting crude oil into a variety of finished products, including gasoline, diesel, jet fuel, asphalt and renewable fuels, serving wholesale and retail customers across the United States.

In its refining segment, Delek US owns and operates four inland refineries located in Texas and Arkansas.

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Cipher Digital Inc. (CIFR - Free Report) came out with a quarterly loss of $0.65 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to a loss of $0.12 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -209.52%. A quarter ago, it was expected that this company would post a loss of $0.27 per share when it actually produced a loss of $0.28, delivering a surprise of -3.7%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

Cipher Digital Inc., which belongs to the Zacks Technology Services industry, posted revenues of $24.84 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 15.18%. This compares to year-ago revenues of $43.56 million. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Cipher Digital Inc. shares have added about 63.7% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Cipher Digital Inc.?While Cipher Digital Inc. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Cipher Digital Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.24 on $37.45 million in revenues for the coming quarter and -$0.79 on $222.71 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

FiscalNote Holdings, Inc. (NOTE - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $0.43 per share in its upcoming report, which represents a year-over-year change of +55.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

FiscalNote Holdings, Inc.'s revenues are expected to be $19.76 million, down 15.1% from the year-ago quarter.

Posted by Defense World Staff on Aug 4th, 2026

Avnet (NASDAQ:AVT – Get Free Report) is anticipated to release its Q4 2026 results before the market opens on Wednesday, August 5th. Analysts expect the company to post earnings of $1.80 per share and revenue of $7.5568 billion for the quarter. Parties may review the information on the company’s upcoming Q4 2026 earning report page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 12:00 PM ET.

Avnet Price Performance Shares of AVT stock opened at $88.88 on Tuesday. The company has a quick ratio of 1.05, a current ratio of 2.01 and a debt-to-equity ratio of 0.50. Avnet has a 12-month low of $44.25 and a 12-month high of $95.26. The firm has a fifty day moving average of $87.66 and a 200-day moving average of $74.40. The firm has a market capitalization of $7.29 billion, a price-to-earnings ratio of 34.58, a price-to-earnings-growth ratio of 0.28 and a beta of 1.09.

Avnet Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 17th. Shareholders of record on Wednesday, June 3rd were issued a dividend of $0.35 per share. The ex-dividend date was Wednesday, June 3rd. This represents a $1.40 annualized dividend and a yield of 1.6%. Avnet’s payout ratio is currently 54.47%.

Analyst Ratings Changes Several equities research analysts have issued reports on the company. Wells Fargo & Company increased their price target on Avnet from $70.00 to $72.00 and gave the stock an “underweight” rating in a report on Monday, July 20th. Wall Street Zen upgraded Avnet from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 25th. Zacks Research cut Avnet from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, June 30th. Weiss Ratings downgraded shares of Avnet from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Finally, Truist Financial lifted their price target on shares of Avnet to $95.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Avnet presently has a consensus rating of “Hold” and a consensus target price of $89.50.

Check Out Our Latest Analysis on Avnet

Institutional Inflows and Outflows Hedge funds have recently added to or reduced their stakes in the business. Summit Securities Group LLC acquired a new position in shares of Avnet during the 4th quarter worth about $28,000. BOKF NA increased its position in shares of Avnet by 1,116.7% in the third quarter. BOKF NA now owns 584 shares of the company’s stock valued at $31,000 after acquiring an additional 536 shares during the last quarter. Kestra Advisory Services LLC acquired a new stake in shares of Avnet in the fourth quarter valued at about $90,000. EverSource Wealth Advisors LLC raised its holdings in Avnet by 81.8% during the second quarter. EverSource Wealth Advisors LLC now owns 1,918 shares of the company’s stock worth $102,000 after acquiring an additional 863 shares in the last quarter. Finally, Quarry LP boosted its position in Avnet by 6,080.5% during the fourth quarter. Quarry LP now owns 2,534 shares of the company’s stock valued at $122,000 after purchasing an additional 2,493 shares during the last quarter. Institutional investors own 95.78% of the company’s stock.

Avnet Company Profile (Get Free Report)

Avnet, Inc (NASDAQ: AVT) is a global technology distributor and solutions provider specializing in the sourcing, design, and supply chain management of electronic components and embedded systems. The company offers a broad portfolio of semiconductors, interconnect, passive and electromechanical components, as well as embedded hardware and software, cloud solutions, and Internet of Things (IoT) services. Avnet’s offerings aim to support customers through every stage of the product lifecycle, from initial prototype and design to production and end-of-life management.

Founded in 1921 by Charles Avnet, the company has evolved from a regional radio parts supplier into a multinational enterprise.

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