Track market-moving stories before they get noisy

Dynatrace (DT - Free Report) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +10.20%. A quarter ago, it was expected that this software intellegence company would post earnings of $0.45 per share when it actually produced earnings of $0.48, delivering a surprise of +6.67%.

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

Dynatrace, which belongs to the Zacks Computers - IT Services industry, posted revenues of $579.92 million for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 2.08%. This compares to year-ago revenues of $493.85 million. The company has topped consensus revenue estimates four times over the last four quarters.

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

Dynatrace shares have added about 27.2% since the beginning of the year versus the S&P 500's gain of 10.2%.

What's Next for Dynatrace?While Dynatrace 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 Dynatrace 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 $0.50 on $589.44 million in revenues for the coming quarter and $1.95 on $2.32 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, Computers - IT 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.

Amdocs (DOX - Free Report) , another stock in the same industry, has yet to report results for the quarter ended September 2026.

This provider of computer systems integration is expected to post quarterly earnings of $1.98 per share in its upcoming report, which represents a year-over-year change of +8.2%. The consensus EPS estimate for the quarter has been revised 0.8% lower over the last 30 days to the current level.

Amdocs' revenues are expected to be $1.19 billion, up 3.8% from the year-ago quarter.

Williams Companies has handed investors a 30% gain over the past year, fueled by AI power demand that is barely getting started. Before deciding the rally already ran its course, consider what the company's pipeline network and behind-the-meter power projects…

Williams Companies (NYSE:WMB | WMB Price Prediction) shares have climbed 30.1% over the past year as investors price in power demand from AI data centers. This morning, the stock rose another 2.7% to $73.09 after third-quarter results. It is up 24.3% year to date and 222.3% over five years. If you watched that run from the sidelines, it makes sense to wonder whether you missed it. The evidence points to further growth drivers ahead.

A Quarter That Kept the Growth Story Intact Williams reported adjusted EPS of $0.54, just ahead of the $0.5386 consensus estimate. Revenue of $3.2 billion beat expectations by 10.1%. Adjusted EBITDA, a measure of operating cash earnings before interest, taxes, and non-cash charges such as depreciation, came in at $2.04 billion, up 6% from a year earlier.

Williams said it is on track to reach the upper half of its 2026 adjusted EBITDA guidance range of $8.3 billion to $8.5 billion. CEO Chad Zamarin confirmed a long-term adjusted EBITDA compound annual growth target of 11% or more through 2030.

Valuation Is Full, but Wall Street Still Sees Room The stock trades at a forward P/E of about 28, which is a premium for a pipeline operator. Investors pay that premium for steady, fee-based revenue from regulated transportation and storage, gathering and processing, and power generation services. The company says its pipelines move about one-third of U.S. natural gas.

Analysts remain supportive. The consensus price target of $85.38 stands more than 16% above the current price. Sentiment is positive. The shares trade about 7.4% below their 52-week high of $78.92 and well above the low of $54.53.

Power Projects Could Keep the Rally Going Behind-the-meter power means generating electricity on site for one large customer, such as a data center, without routing it through the utility grid. Socrates is Williams’ first project of this kind. Zamarin said in the earnings release:

I am especially proud of our team’s exceptional execution to bring Socrates fully online ahead of schedule. As the first of many power projects, Socrates demonstrates our ability to deliver fast, reliable and scalable solutions for customers facing rapidly growing power demand, and we are actively working to commercialize additional power projects, which we expect to announce soon.

The Plato North Power project is on track to enter service by mid-November. Williams also closed its $2.82 billion Momentum Midstream acquisition ahead of schedule, expanding in the Haynesville, which the company calls America’s fastest-growing natural gas basin. The Department of Energy projects data centers could account for up to 12% of U.S. electricity demand by 2028. (All of that load has to be powered by someone, which is why pipeline and infrastructure names keep showing up alongside the chipmakers in our free report on seven stocks powering the AI boom.)

Downside Risks Income Investors Should Weigh Capital expenditures jumped 159.0% year over year in the quarter, and Williams expects 2026 growth capex of $7.3 billion to $7.9 billion. Leverage, measured as debt divided by adjusted EBITDA, shows how many years of cash earnings it would take to repay debt. It rose to 3.80x from 3.73x. Steel tariffs, construction cost inflation, and permitting delays could raise costs or push back project dates, and rising interest rates tend to weigh on income stocks like this one.

The dividend offers a buffer. Williams’ 2026 guidance midpoint for dividend coverage, which compares available cash flow to dividend payments, is 2.47x. The annualized dividend of $2.10 was raised 5% for 2026, extending a 52-year record of consecutive payments.

Verdict: What Income Investors Should Track Next Several factors support the outlook. A full valuation is supported by guidance moving toward the high end, a power business that is just starting to produce revenue, analyst targets above the current price, and a dividend covered more than twice over. Rising leverage and heavy capital spending warrant patience, though those costs fund the very projects driving the growth. Income-focused investors who missed the run can put Williams on their research list and keep an eye on the stock as its power projects come online.

Contact [email protected] for any questions or corrections.

Wall Street analysts forecast that Western Union (WU - Free Report) will report quarterly earnings of $0.35 per share in its upcoming release, pointing to a year-over-year decline of 25.5%. It is anticipated that revenues will amount to $1.02 billion, exhibiting a decrease of 0.8% compared to the year-ago quarter.

The current level reflects a downward revision of 1.8% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

That said, let's delve into the average estimates of some Western Union metrics that Wall Street analysts commonly model and monitor.

Based on the collective assessment of analysts, 'Revenue- Consumer Services' should arrive at $160.36 million. The estimate indicates a change of +3.7% from the prior-year quarter.

The combined assessment of analysts suggests that 'Revenue- Consumer Money Transfer' will likely reach $865.11 million. The estimate points to a change of -1.5% from the year-ago quarter.

The average prediction of analysts places 'Consumer Money Transfer transactions - Total' at 71.99 million. Compared to the present estimate, the company reported 70.60 million in the same quarter last year.

Analysts forecast 'Consumer Money Transfer - Cross-border principal' to reach 27.74 billion. The estimate is in contrast to the year-ago figure of 27.20 billion.

It is projected by analysts that the 'Segment Operating Income (Loss)- Consumer Services' will reach $14.60 million. Compared to the present estimate, the company reported $34.00 million in the same quarter last year.

According to the collective judgment of analysts, 'Segment Operating Income (Loss)- Consumer Money Transfer' should come in at $149.78 million. The estimate is in contrast to the year-ago figure of $172.20 million.

View all Key Company Metrics for Western Union here>>>

Western Union shares have witnessed a change of +3.1% in the past month, in contrast to the Zacks S&P 500 composite's -2.3% move. With a Zacks Rank #3 (Hold), WU is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

A downtrend has been apparent in YPF Sociedad Anonima (YPF - Free Report) lately with too much selling pressure. The stock has declined 14.4% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.

We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.

RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.

Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.

So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.

However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.

Why YPF Could Bounce Back Before LongThe RSI reading of 28.86 for YPF is an indication that the heavy selling could be in the process of exhausting itself, so the stock could bounce back in a quest for reaching the old equilibrium of supply and demand.

The RSI value is not the only factor that indicates a potential turnaround for the stock in the near term. On the fundamental side, there has been strong agreement among the sell-side analysts covering the stock in raising earnings estimates for the current year. Over the last 30 days, the consensus EPS estimate for YPF has increased 11.9%. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.

Moreover, YPF currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Xylem cut its full-year 2026 adjusted EPS outlook by as much as $0.25 per share on October 27, 2026, citing project delays and cautious customer spending. Levi & Korsinsky is investigating potential securities law claims on behalf of XYL investors who suffered losses.

, /PRNewswire/ -- Xylem Inc. (NYSE: XYL) shares fell today after the water technology company cut its full-year 2026 adjusted EPS outlook to $5.40-$5.45 from $5.55-$5.70. That lowers the top of the range by $0.25 per share. If you hold Xylem shares or sold them at a loss, this reset directly affects your investment. Investors who lost money on XYL are encouraged to submit their loss information for review. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

Xylem said project delays and cautious customer spending affected the third quarter. Third-quarter revenue was approximately $2.20 billion. At the midpoint, the new outlook is about $0.20 per share, or roughly 3.6%, below the range the Company had previously set.

Levi & Korsinsky is investigating potential securities law claims on behalf of Xylem shareholders who suffered losses. There is no upfront cost to submit your information.

Shareholders who suffered losses on Xylem stock may request a no-cost review of their XYL losses or call (212) 363-7500.

ABOUT LEVI & KORSINSKY, LLP -- Over the past 20 years, Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report.

Frequently Asked Questions About the XYL Investigation

Q: Who is conducting the XYL investigation?A: Levi & Korsinsky, LLP is investigating potential securities claims on behalf of investors who purchased XYL securities. The firm is nationally recognized, has been ranked in the ISS Top 50 for seven consecutive years, and has recovered hundreds of millions of dollars for aggrieved investors.

Q: Who is eligible to participate in the XYL investigation?A: Investors who purchased XYL stock or securities and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses -- not on whether you still hold the shares.

Q: What do XYL investors need to do right now?A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible to participate in the investigation.

Q: What documents do I need to participate?A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any later sale dates and prices.

Q: What if I already sold my XYL shares -- can I still recover losses?A: Yes. Eligibility is based on when you purchased, not on whether you still hold the shares. Investors who bought XYL and sold at a loss may still participate in the investigation.

Q: What does it cost me to participate?A: There is no upfront cost to submit your information and review whether you may be eligible to recover. If you choose to participate in any resulting action, these matters are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.

Q: Do I need to go to court or give testimony?A: No. Participating in the investigation does not require court appearances or depositions. If legal action is later pursued, the overwhelming majority of affected investors never appear in court either.

CONTACT:

Levi & Korsinsky, LLP

Joseph E. Levi, Esq.

Ed Korsinsky, Esq.

33 Whitehall Street, 27th Floor

New York, NY 10004

[email protected]

Tel: (212) 363-7500

Fax: (212) 363-7171

Attorney Advertising. Prior results do not guarantee similar outcomes.

SOURCE Levi & Korsinsky, LLP

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about McKesson (MCK - Free Report) .

McKesson currently has an average brokerage recommendation (ABR) of 1.47, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 17 brokerage firms. An ABR of 1.47 approximates between Strong Buy and Buy.

Of the 17 recommendations that derive the current ABR, 13 are Strong Buy, representing 76.5% of all recommendations.

Brokerage Recommendation Trends for MCK

Check price target & stock forecast for McKesson here>>>

The ABR suggests buying McKesson, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.

This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.

Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.

ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.

On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.

There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.

Is MCK Worth Investing In?Looking at the earnings estimate revisions for McKesson, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $44.71.

Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for McKesson. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for McKesson.

Optical stocks are bouncing back sharply, but Coherent faces a pivotal earnings report tomorrow that could either vindicate the rebound or expose how fragile the recovery really is.

Optical networking stocks are bouncing back from a steep slide, and Coherent (NYSE:COHR | COHR Price Prediction) is leading the charge one day before its next earnings report. Coherent stock is at $210.98, up 6% in the morning session. Even after the bounce, Coherent stock is down 37% over the past month.

Fellow transceiver maker Applied Optoelectronics (NASDAQ:AAOI) is joining the rebound. Applied Optoelectronics stock is at $65.68, up 5%. Over the past month, Applied Optoelectronics stock is down 43%.

Lagging the group is Lumentum (NASDAQ:LITE), because a pending acquisition now ties its value to another chipmaker. Lumentum stock is at $689.81, up 0.8%. AI hardware names generally are recovering. The rally comes after a turbulent start to the week, with the midterm elections also drawing attention, and Lumentum is sitting out most of that recovery.

Northland Upgrade Revives the Case for Coherent Northland upgraded Coherent to Outperform on November 2 with a $280 price target. Northland gave Applied Optoelectronics a matching Outperform upgrade. That came with a $120 target, as the firm argued that the Lumentum takeover highlights the value of scarce photonics capability for AI chip suppliers. That framing turns the deal into a scarcity signal for the independent optical suppliers that remain, Coherent included.

Coherent is expected to post Q1 FY2027 results on November 4 after the close, a date the company hasn’t confirmed. In August, Coherent guided to revenue of $2.2 billion to $2.4 billion and adjusted earnings per share (EPS) of $1.85 to $2.05.

That outlook followed a strong Q4 FY2026, when Coherent’s revenue rose 33.7% year over year to $2.05 billion and its adjusted EPS of $1.74 exceeded the $1.62 consensus. On the company’s August 12 call, CEO Jim Anderson said, “We continue to see no signs of attenuation in customer demand.”

Lumentum Now Trades in Marvell’s Shadow The all-stock agreement was announced November 2. Marvell Technology (NASDAQ:MRVL) will exchange 4.5 of its shares for each Lumentum share, a package it valued at $1,132 per share at announcement. The fixed ratio ties Lumentum to Marvell’s share price. That means Lumentum stock now follows Marvell more closely than its own results, which helps explain why LITE shares are barely moving alongside its optical peers. Closing isn’t expected until the first half of 2028, so Lumentum could trade as a proxy for a long stretch.

Lumentum’s underlying business is still accelerating. Management guided Q2 FY2027 revenue of $1.575 billion to $1.625 billion, while systems revenue at the company jumped 228.8% year over year last quarter, a pace far ahead of Coherent’s growth.

How Coherent’s Business Model Stands Apart Coherent runs a vertically integrated stack that starts with compound semiconductor materials and ends with packaged optical modules and subsystems. The company also sells lasers, precision optics and advanced materials to industrial, life sciences and aerospace customers, giving it a revenue stream outside AI data centers. Indium phosphide laser capacity remains Coherent’s main constraint, according to management. “AI runs on compute, but it scales on optical connectivity,” Anderson noted in August.

Applied Optoelectronics designs its own laser chips too, but its business centers on data center transceivers alongside cable TV broadband and telecom products, while Lumentum, by contrast, specializes in lasers, cloud transceiver modules and optical circuit switches, and its roadmap is heading into a larger chip company’s portfolio.

Coherent’s Earnings Report Will Test the Rebound The next test for Coherent is whether its results land inside the guided range and whether management lifts its outlook for the rest of FY2027. Purchase orders extending into calendar 2028 and long-term agreements running through the end of the decade, as disclosed on the August call, give bulls reason for optimism. Weighing against that, the bears flag $3.2 billion of long-term debt, heavy capital spending, tariff exposure and a soft Industrial segment.

Customers wary of buying lasers from a Marvell-owned Lumentum could steer more orders toward Coherent, so traders may watch for any commentary on that shift. A monthly slide this deep shows how fast sentiment around Coherent can swing in either direction. The optical suppliers supporting the AI data-center expansion sit outside the chipmaker spotlight, and we covered seven of them in a free report here. Some investors may want to wait and see while the debate over Coherent’s order book resolves.

Contact [email protected] for any questions or corrections.

Thomson Reuters (TRI - Free Report) reported $1.83 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 2.9%. EPS of $0.81 for the same period compares to $0.86 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.91 billion, representing a surprise of -3.94%. The company delivered an EPS surprise of -8.99%, with the consensus EPS estimate being $0.89.

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 Thomson Reuters performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Legal Professionals: $788 million versus the two-analyst average estimate of $784.81 million. The reported number represents a year-over-year change of +8.2%.Revenues- Tax, Audit & Accounting Professionals: $276 million versus $276.64 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10% change.Revenues- Reuters: $232 million compared to the $211.4 million average estimate based on two analysts. The reported number represents a change of +12.1% year over year.Revenues- Eliminations: $-7 million versus the two-analyst average estimate of $-6 million. The reported number represents a year-over-year change of +16.7%.Revenues- Corporates: $544 million versus $523.81 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +13.8% change.Adjusted EBITDA- Legal Professionals: $368 million versus $368.78 million estimated by two analysts on average.Adjusted EBITDA- Reuters: $56 million versus the two-analyst average estimate of $38.89 million.Adjusted EBITDA- Tax, Audit & Accounting Professionals: $83 million versus $84.66 million estimated by two analysts on average.Adjusted EBITDA- Corporates: $197 million versus $190.7 million estimated by two analysts on average.View all Key Company Metrics for Thomson Reuters here>>>

Shares of Thomson Reuters have returned +25.9% over the past month versus the Zacks S&P 500 composite's -2.3% 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.

Most dividend stocks make you wait three months between payments, but a small group of NYSE companies cut those checks every single month and keep raising the amount. Three of them clear every safety bar worth checking.

Your mortgage, utilities, and insurance bills come every month, but most US dividend stocks pay only once a quarter. These three NYSE-listed companies pay monthly, and each backs those payments with solid coverage, a strong balance sheet, and a long record of raising the dividend. Realty Income (NYSE:O) leads the group. It recently announced its 116th consecutive quarterly dividend increase, which makes it one of the most reliable sources of monthly income on the market.

Realty Income
Realty Income calls itself “The Monthly Dividend Company,” and its numbers support the name. The stock yields 5.68%, based on $3.235 in trailing dividends per share and a recent price of $57.45. That counts as high-yield, though it falls short of ultra-high-yield territory.

Dividend safety: For a REIT, the best test of coverage is adjusted funds from operations (AFFO), the cash a landlord makes from its properties after recurring costs. Realty Income reported third-quarter AFFO of $1.12 per share, up 3.7% YoY, and hiked its full-year AFFO guidance to $4.45 to $4.46 per share. Its annualized dividend of $3.258 works out to about 73.2% of the low end of that range, so a solid layer of cash sits between the payout and any cut. Occupancy is 98.8%, and when leases came up for renewal, new rents averaged 103.5% of the old ones. Free cash flow is strong too, with a free cash flow yield of 7.09% and a price-to-free-cash-flow ratio of 14.

Its financial position supports the payout. Leverage stands at 0.83, Fitch rates the company “A”, and the revolving credit line was recently expanded to $5.5B. Few companies can match this history: this was the company’s 136th dividend increase since its 1994 NYSE listing, and its dividend history shows monthly payments going back to January 1999. Over the past year, the monthly payment rose from $0.2695 to $0.2715.

Bull case: Realty Income is the largest company in net-lease real estate, where tenants cover most property costs, and that size lets it keep expanding. It paid €528M for a 49% stake in 54 properties through a European joint venture, data centers made up 11.7% of its third-quarter new investments, and management reaffirmed its $10B investment target for 2026. The stock also trades below its 200-day moving average of $61.63, inside a 52-week range of $52.90 to $65.93.

Risk: Borrowing is getting more expensive. Interest expense rose to $333.6M from $294.5M. If debt costs keep climbing, they will take a bigger share of rental income and could slow future dividend increases.

Agree Realty
Agree Realty (NYSE:ADC) owns net-lease retail properties, and its tenants are among the strongest in the sector. The stock yields 4.71% at a recent price of $68.64. While it is the lowest yield of the three, the dividend is also growing quickly. Its monthly payment was just raised to $0.271, paid on November 13, 2026. Over a full year, that rate adds up to $3.252 per share.

Dividend safety: Coverage is measured on AFFO here too. Second-quarter AFFO came in at $1.14 per share, up 7.4% YoY, and the dividends paid that quarter used up only about 70.3% of it. The portfolio is 99.8% occupied across 2,825 properties. Investment-grade retailers pay about 73.2% of annualized base rent, and losses from tenant defaults and vacancies were just 0.06%. Renewal rents averaged 105% of prior rents.

Its finances add more protection. Agree has $1.9B of liquidity, and net debt runs at 5.2x recurring EBITDA (3.7x pro forma). It also raised about $686M in forward equity during the first half of the year, so it can fund new properties without leaning harder on debt. Its dividend history shows a clear pattern of increases. The monthly payment climbed from $0.247 in early 2024 through $0.25, $0.253, $0.256, $0.262, and $0.267 before reaching the current level.

Bull case: Agree’s tenants are getting stronger while it keeps buying more properties. It had a record investment quarter of about $502M across 102 properties at a 7.0% weighted-average cap rate, and new leases average 11.2 years. Retirees get a steadily rising monthly check from a tenant list that leans heavily investment-grade. The shares trade below their 200-day moving average of $74.52 and closer to the 52-week low of $64.08 than to the high of $80.58.

Risk: Agree has more exposure to floating interest rates than before. About $497M of commercial paper reprices as short-term rates change, and interest expense climbed to $40.3M from $32.3M YoY.

Main Street Capital
Main Street Capital (NYSE:MAIN | MAIN Price Prediction) is a business development company (BDC). It lends to and invests in smaller private companies, and by law it must pass most of its taxable income to shareholders. Because it makes its income from loans and equity stakes instead of rent, coverage is measured on distributable net investment income (DNII), the earnings available to pay dividends. The stock yields 5.59% on $3.09 in dividends per share, at a recent price of $55.92.

Dividend safety: Main Street pays a regular monthly dividend of $0.265 and adds a quarterly supplemental dividend of $0.30. The latest supplemental was its 20th consecutive quarterly supplemental dividend. Second-quarter DNII before taxes was $1.08 per share, enough to cover that quarter’s regular monthly dividends about 1.38 times. Net asset value hit a record $33.92 per share, annualized return on equity was 18.9%, and loans that stopped paying interest (non-accruals) were just 1.1% of the portfolio at fair value.

Leverage is conservative. Regulatory leverage stands at 0.69x, the asset coverage ratio is 2.44x, and the company has $1.2 billion of cash and unused credit, with no firm debt maturity until $400 million in June 2027. The regular monthly dividend has risen from $0.24 in early 2024 to the current rate, and it was $0.13 back in 2011.

The bull case rests on supplemental dividends that add real extra income. Supplemental payouts over the trailing 12 months totaled $1.20 per share, which management described as “an additional 38% paid to shareholders in excess of regular monthly dividends”. Selling equity stakes is helping fund those payments. Sales from three portfolio companies brought in about $88 million of realized gains, and management said it “anticipate[s] proposing an additional significant supplemental dividend payable in December 2026.” Over five years, the shares have gained 88.57%.

Risk: Earnings may have cooled. On the second-quarter call, management guided third-quarter DNII before taxes to at least $0.97 per share, citing less one-time income and higher borrowing costs after refinancing maturing notes at 6.93%. That level would still cover the regular monthly dividend about 1.22 times, but leaves a thinner margin for supplemental payouts.

Monthly Checks That Pass the Safety Test
Each of these three companies pays monthly, makes well more than it pays out, and keeps debt under control. Realty Income offers the longest record of increases, Agree Realty has the strongest tenant list and the fastest dividend growth, and Main Street Capital adds quarterly supplemental payments on top of its regular monthly dividend. Together, they give retirees income that arrives on the same schedule as their bills (if you want more names in this mold, we rounded up seven of our favorite monthly payers in a free report here).

Contact [email protected] for any questions or corrections.

After reaching an important support level, PPL (PPL - Free Report) could be a good stock pick from a technical perspective. PPL surpassed resistance at the 200-day moving average, suggesting a long-term bullish trend.

The 200-day simple moving average is widely-used by traders and analysts, and helps establish market trends for stocks, commodities, indexes, and other financial instruments over the long term. The indicator moves higher or lower together with longer-term price moves, serving as a support or resistance level.

PPL has rallied 9.7% over the past four weeks, and the company is a Zacks Rank #2 (Buy) at the moment. This combination suggests PPL could be on the verge of another move higher.

The bullish case only gets stronger once investors take into account PPL's positive earnings estimate revisions. There have been 1 higher compared to none lower for the current fiscal year, and the consensus estimate has moved up as well.

Investors should think about putting PPL on their watchlist given the ultra-important technical indicator and positive move in earnings estimate revisions.

Have you assessed how the international operations of Agco (AGCO - Free Report) performed in the quarter ended September 2026? For this farm equipment maker, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.

In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investors, the key is to grasp how reliant a company is on overseas markets, as this provides insights into the durability of its earnings, its ability to exploit different economic cycles, and its overall growth capabilities.

International market involvement serves as insurance against economic downturns at home and enables engagement with economies that are growing more quickly. Still, this move toward diversification is not without its challenges, as it involves navigating through the fluctuations of currencies, geopolitical threats, and the distinctive nature of various markets.

Upon examining AGCO's recent quarterly performance, we noticed several interesting patterns in the revenue generated from its international segments, which are commonly analyzed and observed by Wall Street experts.

The company's total revenue for the quarter stood at $2.26 billion, declining 8.6% year over year. Now, let's delve into AGCO's international revenue breakdown to gain insights into the significance of its operations beyond home turf.

Trends in AGCO's Revenue from International MarketsAsia/Pacific/Africa generated $178.8 million in revenues for the company in the last quarter, constituting 7.9% of the total. This represented a surprise of +5.66% compared to the $169.23 million projected by Wall Street analysts. Comparatively, in the previous quarter, Asia/Pacific/Africa accounted for $134.5 million (5.2%), and in the year-ago quarter, it contributed $157.1 million (6.3%) to the total revenue.

Europe/Middle East accounted for 57.7% of the company's total revenue during the quarter, translating to $1.31 billion. Revenues from this region represented a surprise of -7.36%, with Wall Street analysts collectively expecting $1.41 billion. When compared to the preceding quarter and the same quarter in the previous year, Europe/Middle East contributed $1.73 billion (66.4%) and $1.61 billion (65.2%) to the total revenue, respectively.

International Market Revenue ProjectionsThe current fiscal quarter's total revenue for Agco, as projected by Wall Street analysts, is expected to reach $2.84 billion, reflecting a decline of 2.8% from the same quarter last year. The breakdown of this revenue by foreign region is as follows: Asia/Pacific/Africa is anticipated to contribute 5.9% or $166.76 million, and Europe/Middle East 70.9% or $2.01 billion.

For the full year, the company is projected to achieve a total revenue of $10.1 billion, which signifies a rise of 0.2% from the last year. The share of this revenue from various regions is expected to be: Asia/Pacific/Africa at 5.9% ($595.36 million), and Europe/Middle East at 66.8% ($6.75 billion).

The Bottom LineAgco's reliance on international markets for revenues offers both opportunities and risks. Hence, keeping an eye on its international revenue trends could significantly help forecast the company's prospects.

In an environment where global interconnections and geopolitical skirmishes are intensifying, Wall Street analysts keep a keen eye on these trends, particularly for firms with overseas operations, to adjust their earnings predictions. Moreover, a range of other aspects, including how a company fares in its home country, significantly affects these projections.

We at Zacks strongly focus on the dynamic earnings forecast of companies, given that empirical studies have demonstrated its potent impact on the immediate price movement of stocks. Invariably, there's a positive relationship -- upward earnings predictions often result in an increase in stock prices.

Our proprietary stock rating tool, the Zacks Rank, with its externally validated exceptional track record, harnesses the power of earnings estimate revisions to serve as a dependable measure for anticipating the short-term price trends of stocks.

Agco, bearing a Zacks Rank #3 (Hold), is expected to mirror the broader market's movements in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

A Look at Agco's Recent Stock Price PerformanceOver the past month, the stock has lost 2.4% versus the Zacks S&P 500 composite's 2.3% decrease. The Zacks Industrial Products sector, of which Agco is a part, has declined 5.4% over the same period. The company's shares have increased 12.4% over the past three months compared to the S&P 500's 1% increase. Over the same period, the sector has declined 5.2%

BONITA SPRINGS, Fla.--(BUSINESS WIRE)--Herc Holdings Inc. (NYSE: HRI), one of North America's leading equipment rental suppliers operating through Herc Rentals Inc. (“Herc Holdings,” “Herc Rentals” or the “Company”), today announced that Luis Machado has joined the company as senior vice president, chief legal officer and secretary. In this role, Machado will lead all aspects of Herc Holdings' legal function, including contractual- and transaction-related legal activities and regulatory and lit.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Cinemark Holdings (CNK - Free Report) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $0.4 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +7.22%. A quarter ago, it was expected that this movie theater owner would post earnings of $1.02 per share when it actually produced earnings of $1.19, delivering a surprise of +16.67%.

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

Cinemark, which belongs to the Zacks Film and Television Production and Distribution industry, posted revenues of $1.06 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 2.36%. This compares to year-ago revenues of $857.5 million. The company has topped consensus revenue estimates four times over the last four quarters.

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

Cinemark shares have added about 66.7% since the beginning of the year versus the S&P 500's gain of 10.2%.

What's Next for Cinemark?While Cinemark 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 Cinemark 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 $0.57 on $913.75 million in revenues for the coming quarter and $2.68 on $3.68 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, Film and Television Production and Distribution 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.

Another stock from the same industry, News Corp. (NWS - Free Report) , has yet to report results for the quarter ended September 2026. The results are expected to be released on November 4.

This publishing company whose flagship is The Wall Street Journal is expected to post quarterly earnings of $0.27 per share in its upcoming report, which represents a year-over-year change of +22.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

News Corp.'s revenues are expected to be $2.26 billion, up 5.6% from the year-ago quarter.

Investors in NRG Energy, Inc. (NRG - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Dec. 18, 2026 $45.00 Call had some of the highest implied volatility of all equity options today.

What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.

What do the Analysts Think?Clearly, options traders are pricing in a big move for NRG Energy shares, but what is the fundamental picture for the company? Currently, NRG Energy is a Zacks Rank #3 (Hold) in the Utility - Electric Power industry that ranks in the Top 41% of our Zacks Industry Rank. Over the last 60 days, our Zacks Consensus Estimate for the current quarter has moved from $1.69 per share to $1.94 in that period.

Given the way analysts feel about NRG Energy right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.

CVR Energy (CVI - Free Report) came out with quarterly earnings of $4 per share, beating the Zacks Consensus Estimate of $3.09 per share. This compares to earnings of $0.4 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +29.45%. A quarter ago, it was expected that this diversified holding company would post earnings of $0.18 per share when it actually produced earnings of $0.34, delivering a surprise of +88.89%.

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

CVR, which belongs to the Zacks Oil and Gas - Refining and Marketing industry, posted revenues of $3.28 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 50.60%. This compares to year-ago revenues of $1.94 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.

CVR shares have added about 119.8% since the beginning of the year versus the S&P 500's gain of 10.2%.

What's Next for CVR?While CVR 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 CVR 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 $2.03 on $2.01 billion in revenues for the coming quarter and $4.21 on $8.9 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 5% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Delek US Holdings (DK - Free Report) , has yet to report results for the quarter ended September 2026. The results are expected to be released on November 6.

This refinery operator is expected to post quarterly earnings of $7.59 per share in its upcoming report, which represents a year-over-year change of +399.3%. The consensus EPS estimate for the quarter has been revised 43.6% higher over the last 30 days to the current level.

Delek US Holdings' revenues are expected to be $3.88 billion, up 34.4% from the year-ago quarter.

LOS ANGELES, Nov. 03, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm notifies investors in AppLovin Corporation (NASDAQ: APP) that a securities class action lawsuit has been filed on behalf of shareholders who purchased or otherwise acquired AppLovin common stock between January 13, 2025 and August 6, 2026, inclusive (the 'Class Period'). Find out if you qualify to recover your per-share losses by choosing to join the class action and submit your trade details. Investors who suffered financial losses have until November 16, 2026 to seek appointment as lead plaintiff. Shareholders should contact Lesley Portnoy via e-mail ([email protected] or call (310) 692-8883) or visit http://portnoylaw.com/applovin-corporation to learn more information and discuss their legal rights.

Please visit our website for more information on how to participate in this class action.

The class action complaints contend that Defendants issued materially misleading and deceptive statements and omitted vital details regarding the company’s operational and financial health during the Class Period. In particular, the lawsuits assert that Defendants concealed that AppLovin’s expansion in mobile gaming relied on deceptive methods that leadership recognized were unsustainable over the long term. Furthermore, the filings allege that the company utilized a backdoor installation mechanism to covertly load unintended applications onto user devices, which artificially inflated AppLovin’s reported revenue. Consequently, the complaint claims that Defendants’ public assertions concerning the firm’s performance, underlying business practices, and future prospects were fundamentally false, misleading, and devoid of a reasonable foundation throughout the relevant timeframe.

WHY PORTNOY LAW FIRM

The Portnoy Law Firm represents investors in complex securities class action litigation and shareholder rights matters across the nation. Founded by Lesley Portnoy, the firm's attorneys have recovered billions of dollars for aggrieved institutional and retail investors. The firm leverages extensive legal expertise and sophisticated financial forensic capabilities to hold public corporations accountable for corporate wrongdoing and misrepresentation.

Lead Plaintiff Deadline: Investors who suffered losses on AppLovin Corporation stock during the Class Period have until November 16, 2026 to seek appointment as lead plaintiff.

Frequently Asked Questions About the AppLovin Lawsuit

Q: What is the AppLovin lead plaintiff deadline?
A: The deadline to apply for lead plaintiff appointment is November 16, 2026. This deadline applies strictly to investors seeking to serve as lead plaintiff representing the class. Class members who do not apply may still participate in any eventual financial recovery as absent class members without taking any action at this time.

Q: How much did AppLovin stock drop and on what dates?
A: Following the publication of a Bank of America Securities analyst note on July 13, 2026, reporting slower-than-expected e-commerce ad growth and a muted rollout for AppLovin Ads, AppLovin's stock price fell $64.13 per share, or 12.65%, to close at $442.85 per share on July 13, 2026. Subsequently, on August 5, 2026, when AppLovin reported Q2 financial results below consensus estimates, announced that its pace of model improvement was lighter than normal, and revealed that its generative AI video tool remained a work in progress, the stock price plummeted an additional $82.13 per share, or 19.66%, to close at $335.67 per share on August 6, 2026.

Q: What specific misstatements does the AppLovin lawsuit allege?
A: The lawsuit claims that the company and its executives misled investors by making overly optimistic and false statements about their technology. Specifically, they claimed their artificial intelligence models were constantly and rapidly improving, when in reality those enhancements were happening at a much slower pace. Furthermore, executives assured investors that a new generative AI video tool for advertisers was on track for a quick release, while the feature was actually facing major development delays. Because of these issues, the complaint alleges that the company heavily exaggerated the real-world benefits and reliability of its AI-driven business growth.

Q: What do AppLovin investors need to do right now?
A: Investors who purchased APP common stock during the Class Period (January 13, 2025 through August 6, 2026) should gather their trade confirmation slips or brokerage transaction logs showing purchase dates, number of shares, and prices paid. You may submit your trade details to Portnoy Law Firm here for a free, no-obligation evaluation of your potential loss recovery. No immediate legal action is required to remain an eligible absent class member.

Q: What is a lead plaintiff and why does it matter?
A: A lead plaintiff is a court-appointed class member who acts on behalf of all other class members in directing the litigation. The lead plaintiff is typically the investor or group of investors that makes a motion with the largest financial interest in the relief sought. While serving as lead plaintiff does not increase an investor's individual financial recovery compared to other class members, it gives the investor direct authority to select lead counsel and oversee the prosecution of the lawsuit.

Q: Does the lead plaintiff receive any type of compensation?
A: Yes, in many cases, Courts award the lead plaintiff an additional amount of money to compensate the lead plaintiff for their participation in the case.

Q: Does it cost anything to participate in this case as a lead plaintiff?
A: A lead plaintiff does not pay any fees or expenses out of pocket. Our firm works on a contingency basis, and will collect any fees or expenses directly from a future recovery.

Q: What if I already sold my AppLovin shares -- can I still recover losses?
A: Yes. Eligibility to participate in a securities class action recovery depends on whether you purchased or acquired APP common stock during the Class Period (January 13, 2025 to August 6, 2026) and suffered an economic loss. Investors who sold their shares prior to or after the public disclosures may still be eligible to recover damages based on the artificial inflation present in the stock at the time of purchase.

Q: How long will the AppLovin lawsuit take to resolve?
A: Securities class action lawsuits typically take between two and four years from initial filing to full resolution. The exact timeline depends on court scheduling, motion practice (such as motions to dismiss), pre-trial discovery, and potential settlement negotiations or trial proceedings.

Q: Can I choose a different law firm to represent me?
A: Yes. Investors have the absolute right to retain any legal counsel of their choice. When multiple class action complaints are filed, the court will consolidate the actions and appoint a lead plaintiff and lead counsel. You may choose to be represented by Portnoy Law Firm, retain separate counsel, or remain an absent class member represented by court-appointed lead counsel.

CONTACT INFORMATION

Portnoy Law Firm
Lesley Portnoy, Esq.
Email: [email protected] / [email protected]
Telephone: (310) 692-8883

Attorney Advertising. Prior results do not guarantee a similar outcome.

NEW YORK, Nov. 03, 2026 (GLOBE NEWSWIRE) -- SueWallSt alerts investors in AppLovin Corporation (NASDAQ: APP) that a securities class action has been filed on behalf of shareholders who purchased securities between February 12, 2026 and August 5, 2026. Find out if you may qualify to recover losses. You may also contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.

On August 6, 2026, APP shares fell $82.13, or 19.66%, to close at $335.67, roughly $171.31 per share below the July high. To be considered for lead plaintiff, investors must file by November 16, 2026.

Two Trading Sessions That Repriced APP

On July 13, 2026 Bank of America Securities issued a note reporting softer-than-expected e-commerce ad growth for June, observing that "AppLovin's eCommerce footprint expanded at a slower pace in June" and that weekly data suggested "a muted GA start" after AppLovin Ads opened to all e-commerce advertisers on June 22, 2026. Then on August 5, 2026, the Company reported second quarter revenue of $1.92 billion against consensus estimates of $1.94 billion, in which management stated that the pace of meaningful model improvement was "lighter than normal during the quarter" and that the generative AI video creative tool was "still [a] work in progress." The lawsuit contends those disclosures corrected earlier statements that improvements to the Company's AI models were constant and showed no reason to slow down.

The Market Reaction by the Numbers

July 13, 2026: decline of $64.13 per share, or 12.65%, to a close of $442.85August 6, 2026: decline of $82.13 per share, or 19.66%, to a close of $335.67Second quarter 2026 revenue of $1.92 billion against a $1.94 billion consensus estimatePrice target reductions reported on August 6, 2026 included RBC Capital Markets from $700 to $575, Piper Sandler from $665 to $385 with a downgrade to neutral, Wells Fargo from $575 to $357 with a downgrade to equal weight, and Needham from $700 to $500Cumulative decline from the July 12, 2026 high of approximately $171.31 per share, or roughly 34% "The market's reaction to these two disclosures, and the speed of the Wall Street reassessment that followed, reflects how far the reported slowdown in model improvement sat from what shareholders had been told," said Joseph E. Levi, Esq. "The complaint alleges investors purchased APP shares at prices that did not account for those risks."

Submit your information here or call (888) SueWallSt.

WHY SUEWALLST: SueWallSt is powered by Levi & Korsinsky LLP. Levi & Korsinsky LLP has established itself as a nationally-recognized securities litigation firm that has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. The firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services' Top 50 Report as one of the top securities litigation firms in the United States.

Frequently Asked Questions About the APP Lawsuit

Q: Who are the defendants named in the APP lawsuit? A: The complaint names AppLovin Corporation and individual defendants including senior executives who signed SEC filings, made public statements, or certified financial disclosures under Sarbanes-Oxley.

Q: How much did APP stock drop? A: Shares fell approximately 19.66%, a decline of $82.13 per share, after the Company disclosed second quarter 2026 revenue of $1.92 billion against a $1.94 billion consensus estimate, that its pace of meaningful AI model improvement was "lighter than normal" for the quarter, and that its generative AI video creative tool remained a work in progress. Investors who purchased shares during the Class Period at artificially inflated prices and suffered losses may be eligible to seek compensation.

Q: What court was the APP class action filed in? A: The case was filed in the United States District Court for the Northern District of California, governed by the Private Securities Litigation Reform Act of 1995.

Q: What do APP investors need to do right now? A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible as an absent class member.

Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.

Q: What if I already sold my APP shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought during the Class Period and sold at a loss may still be eligible to participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. If there is a settlement or recovery, eligible class members generally submit a claim form to seek their portion.

Q: What does it cost me to participate? A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in the securities class action, they are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.

CONTACT:

Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (888) SueWallSt
Fax: (212) 363-7171

Attorney Advertising. Prior results do not guarantee similar outcomes.

Key Takeaways NYT's Q3 revenues are projected to rise 8.9% to $763.5 million, with EPS expected to grow 10.2% to 65 cents.Digital bundles, pricing increases and subscriber engagement may fuel NYT's 9-11% subscription revenue growth.NYT expects mid-to-high-teens digital ad growth, but rising costs and print declines may weigh on results. The New York Times Company (NYT - Free Report) is set to announce its third-quarter 2026 earnings results on Nov. 4, before the market opens. Key focus areas include subscription growth and trends in advertising revenues.

The Zacks Consensus Estimate for third-quarter revenues is pegged at $763.5 million, indicating an 8.9% rise from the prior-year period.

This diversified media conglomerate is also expected to have seen improvement in the bottom line. Although the consensus estimate for earnings per share has fallen by a penny to 65 cents over the past 30 days, it still suggests a 10.2% increase from the year-ago period.

The New York Times Company has a trailing four-quarter earnings surprise of 9.5%, on average. In the last reported quarter, the company surpassed the Zacks Consensus Estimate for EPS by 3%.

Factors Likely to Have Shaped NYT’s Q3 OutcomeThe New York Times Company's third-quarter performance is likely to have benefited from continued growth in its digital subscription business, supported by strong demand for its journalism and lifestyle products. The company's strategy of offering news, sports, games, cooking and shopping advice through its digital bundle is likely to have helped attract new subscribers and deepen engagement among existing users. Continued product enhancements, including improved app experiences, interactive features and expanded content offerings, may have strengthened subscriber retention. The transition of subscribers from promotional offers to higher-priced plans, alongside pricing increases for existing subscribers, is expected to have supported average revenue per user and subscription revenues. On its last earnings call, management projected a 9-11% year-over-year increase in total subscription revenues for the third quarter.

Beyond subscriptions, NYT's advertising business is likely to have benefited from healthy marketer demand and strong audience engagement across its digital platforms. The company's diversified content portfolio, particularly its news, games and sports offerings, continues to attract advertisers seeking access to engaged audiences. Its differentiated advertising products and ability to deliver effective campaigns may have encouraged repeat spending from marketers. These factors, supported by the company's growing digital advertising inventory, are likely to have contributed to advertising revenues during the quarter. For the third quarter, NYT guided a high-single- to low-double-digit increase in total advertising revenues.

The company's continued investments in video journalism and digital product innovation may also have supported third-quarter performance. NYT has been expanding its video offerings through reporter-led video, visual investigations, short-form clips and longer-form shows to reach broader audiences and strengthen engagement. The introduction of dedicated video features within its flagship app is likely to have encouraged users to spend more time across its platforms. The Athletic's expanded sports coverage and interactive experiences may have helped sustain audience interest during the football season. These initiatives, alongside continued engagement with NYT's lifestyle products, could have strengthened its digital ecosystem and supported subscriber acquisition and retention. NYT had earlier projected mid-to-high-teens growth in digital advertising for the quarter under review.

However, rising operating expenses and pressure on traditional media revenues may have weighed on NYT's third-quarter performance. Higher marketing and promotional spending, alongside costs associated with expanding advertising operations, may have added further pressure on profitability. Declining print subscription and advertising revenues could have partly offset digital growth.

What the Zacks Model Predicts for NYTAs investors prepare for The New York Times Company’s third-quarter results, the question looms regarding an earnings beat or miss. Our proven model does not conclusively predict an earnings beat for The New York Times Company this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that’s not the case here.

The New York Times Company has a Zacks Rank #4 (Sell) and an Earnings ESP of -1.54%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks With the Favorable CombinationHere are three companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:

Microchip Technology Incorporated (MCHP - Free Report) has an Earnings ESP of +3.31% and currently carries a Zacks Rank #2 at present. Microchip is set to report second-quarter fiscal 2027 results on Nov. 5. You can see the complete list of today’s Zacks #1 Rank stocks here.

 The Zacks Consensus Estimate for Microchip’s second-quarter earnings is pegged at 94 cents per share, up by a penny over the past 30 days. The consensus mark for earnings indicates a year-over-year increase of 168.6%.

 Qnity Electronics, Inc. (Q - Free Report) has an Earnings ESP of +0.85% and a Zacks Rank #3 at present. Qnity Electronics is slated to report third-quarter 2026 results on Nov. 4.

 The Zacks Consensus Estimate for Qnity Electronics’ third-quarter 2026 earnings is pegged at $1.18 per share, unchanged over the past 30 days. The consensus mark for earnings implies a year-over-year rise of 16.8%.

QuinStreet, Inc. (QNST - Free Report) has an Earnings ESP of +2.56% and a Zacks Rank #3 at present. QuinStreet is slated to report first-quarter fiscal 2027 results on Nov. 4.

 The Zacks Consensus Estimate for QuinStreet’s first-quarter fiscal 2027 earnings is pegged at 39 cents per share, unchanged over the past 30 days. The consensus mark for earnings suggests a year-over-year increase of 77.3.% from the year-ago quarter’s reported figure.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.82% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Silgan Holdings (SLGN - Free Report) Silgan Holdings is a leading supplier of rigid packaging for consumer goods products. It is the largest metal-container supplier for food products in North America. Silgan operates 120 manufacturing facilities in North and South America, Europe and Asia.

SLGN is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 11.01; value investors should take notice.

Five analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.05 to $3.87 per share. SLGN boasts an average earnings surprise of +3.6%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, SLGN should be on investors' short list.

CAMBRIDGE, Mass.--(BUSINESS WIRE)--Alnylam Pharmaceuticals, Inc. (Nasdaq: ALNY), the leading RNAi therapeutics company, today announced that it will present new clinical and real-world data at the American Heart Association (AHA) Scientific Sessions 2026, taking place November 6-9 in Chicago, Illinois, and the International Symposium on Amyloidosis (ISA) 2026, taking place November 15-18 in Montevideo, Uruguay. The presentations add to the growing body of evidence demonstrating strength in RNAi.

Five dividend stocks hit their ex-dividend deadlines this week, and missing the cutoff by even one day means the payment goes to someone else. Yields stretch from 2.6% to 9.1%, but not every payout is as safe as it looks.

Five income securities on our screen go ex-dividend in the next 72 hours, and the first deadline lands on November 5, 2026. All five pay later this month. Yields run from 2.6% to 9.1%, but the window to buy is down to a day or two for each name.

How the deadline works: To get the upcoming dividend, you have to own the shares before the ex-dividend date. If you buy on or after the ex-date, the payment goes to the seller. The pay date is when the cash shows up.

Old National Bancorp Series A Preferred (ONBPP): 7% Yield, One Day Left Old National Bancorp Series A Preferred (NASDAQ:ONBPP) depository shares pay $0.4375 per quarter, or $1.75 a year. At the $25 close, that’s a 7% yield. Directors declared the payment on August 12, 2026. The shares go ex-dividend on November 5, so the last day to buy is Wednesday, November 4. Investors can expect the cash on November 20.

Preferred dividends get paid before common dividends, so the useful check is how much room the common payout leaves. Old National reported third-quarter adjusted EPS of $0.66 against a common dividend of $0.145, along with a record efficiency ratio of 44.9%. The $0.4375 payment has been the same in every record since May 2022. The high yield comes alongside a rising price: the shares are up 5.71% year to date. Like any fixed-payout preferred, though, the price moves with interest rates.

Banner Corporation (BANR): Rising Payout, Deadline Wednesday Banner Corporation (NASDAQ:BANR) pays $0.52 per quarter, or $2.08 a year. At the $71.52 close, the yield is 2.9%. Shares trade without the dividend starting November 5, so the last day to buy is Wednesday, November 4. Payment is due November 13. The quarterly dividend rose from $0.48 in 2025 to $0.50, then to $0.52.

Third-quarter adjusted EPS of $1.51 missed the $1.57 estimate, but the dividend uses only about 34% of it. Net income fell 10.8% to $47.7 million, mostly because of $5.2 million in Pacific Financial merger costs. A 4.14% net interest margin, core deposits at 90% of the total, and nonperforming assets at 0.35% point to a solid balance sheet. The yield is modest because the stock has rallied 16.8% this year.

Alliance Resource Partners (ARLP): 9.1% Yield Before Friday’s Ex-Date Alliance Resource Partners (NASDAQ:ARLP) pays $0.60 per unit each quarter, or $2.40 a year. At $26.38, that’s a 9.1% yield. The ex-date is November 6, so the last day to buy is Thursday, November 5. Payment is due November 13. The units are up 22.07% year to date, so the yield reflects the payout size.

For a master limited partnership (MLP), the key test is whether distributable cash flow covers the payout. Third-quarter distribution coverage was 1.76x, up from 1.39x in the second quarter. Free cash flow rose 36.84% to $198.6 million. GAAP earnings of $1.08 per unit got a lift from a $16.5 million gain on digital assets and a $6.3 million acquisition gain, so the cash coverage figure is the better guide.

One risk worth noting: Alliance paid $0.70 per quarter as recently as the first half of 2025 before cutting the payout. Its coal sales price per ton fell 8.3% from a year ago, and total liabilities rose 56.34% after the AllDale acquisition financing. A trim like that is exactly the kind of signal we flagged in a free guide to the seven warning signs a big yield is about to be cut.

Sirius XM (SIRI): Cash Covers the Dividend Easily Sirius XM (NASDAQ:SIRI | SIRI Price Prediction) pays $0.27 per quarter, or $1.08 a year. At $30.10, the yield is 3.6%. Shares trade without the dividend starting November 6, so the last day to buy is Thursday, November 5. Payment is due November 23.

Third-quarter EPS of $0.78 narrowly missed the $0.79 estimate, and the dividend takes about 35% of it. Cash coverage is even stronger. The company paid $91 million in dividends against $293 million of free cash flow, about 31%. Management also raised its 2026 free cash flow guidance to about $1.40 billion and plans to speed up buybacks in 2027. The trade-off is a smaller yield: the stock has gained 55.37% this year, which pulled the yield down from the levels in our earlier look at Sirius as a protected-moat income stock.

FS Bancorp (FSBW): 55 Straight Payouts, Thinner Cushion FS Bancorp (NASDAQ:FSBW) approved its 55th straight quarterly dividend, $0.29 per share, or $1.16 a year. At $44.17, the yield is 2.6%. Shares trade without the dividend starting November 6, so the last day to buy is Thursday, November 5. Payment is due November 20.

FS Bancorp has the lightest coverage of the five. Third-quarter EPS of $0.63 fell well short of the $1.11 estimate after $2.5 million in merger costs tied to the Pacific West Bancorp deal, and revenue dropped 25%. Even so, the dividend uses about 46% of earnings, the net interest margin is 4.36%, and nonperforming assets are 0.68%. The rest of the integration costs will hit the fourth quarter, so it’s worth watching the next earnings report.

Clock Runs Out This Week Buying a stock to collect one payment rarely works as a strategy, because share prices usually drop by about the dividend amount once the stock trades without the dividend. Each of these five needs to stand on its own coverage, balance sheet, and price. Timing still matters for anyone who already wants to own one: arrive a day late, and you miss the payment.

Contact [email protected] for any questions or corrections.

Super Micro Computer Inc. (NASDAQ:SMCI) shares are moving higher Tuesday, following SambaNova's announcement of a strategic collaboration with the server maker to build and sell AI inference systems combining SambaNova's SN50 chips with Nvidia Corp. (NASDAQ:NVDA) GPUs. Investors also may be positioning ahead of Super Micro's earnings report, due after the close.

Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) reported mixed results for the third quarter on Monday.

Bloom Energy Corporation (NYSE:BE) shares are trading higher Tuesday after the company announced it signed a memorandum of understanding with California Resources Corporation (NYSE:CRC) and its carbon management business, Carbon TerraVault, to jointly evaluate and target the potential development of 1 gigawatt or more of solid-oxide fuel cell power generation paired with carbon capture and storage in California.