Track market-moving stories before they get noisy

27.10.2026 15:37

Spotřebitelská důvěra podle Conference Board (říjen):
aktuální hodnota: 91,7 b.
očekávání trhu: 81,0 b.
předchozí hodnota: 81,9 b. / revize: 84,2 b.

Zdroj: Bloomberg

Jan Prokeš
Fio banka, a.s.
Prohlášení

Deroy & Devereaux Private Investment Counsel Inc. trimmed its stake in shares of Abercrombie & Fitch Company (NYSE:ANF – Free Report) by 44.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 173,172 shares of the apparel retailer’s stock after selling 139,687 shares during the quarter. Deroy & Devereaux Private Investment Counsel Inc. owned 0.41% of Abercrombie & Fitch worth $23,325,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of ANF. Timbuktu Capital Management LLC acquired a new stake in shares of Abercrombie & Fitch during the 2nd quarter worth about $29,000. CoreCap Advisors LLC boosted its holdings in Abercrombie & Fitch by 304.2% in the third quarter. CoreCap Advisors LLC now owns 384 shares of the apparel retailer’s stock valued at $52,000 after purchasing an additional 289 shares in the last quarter. Versant Capital Management Inc increased its stake in Abercrombie & Fitch by 29.8% in the second quarter. Versant Capital Management Inc now owns 610 shares of the apparel retailer’s stock valued at $55,000 after purchasing an additional 140 shares during the last quarter. Parallel Advisors LLC increased its stake in Abercrombie & Fitch by 46.7% in the first quarter. Parallel Advisors LLC now owns 788 shares of the apparel retailer’s stock valued at $72,000 after purchasing an additional 251 shares during the last quarter. Finally, Root Financial Partners LLC purchased a new position in Abercrombie & Fitch in the third quarter valued at approximately $72,000.

Analysts Set New Price Targets
Several analysts have recently weighed in on ANF shares. JPMorgan Chase & Co. boosted their price objective on shares of Abercrombie & Fitch from $110.00 to $126.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 18th. The Goldman Sachs Group set a $160.00 target price on shares of Abercrombie & Fitch in a report on Thursday, August 27th. BTIG Research reaffirmed a “buy” rating and issued a $175.00 target price on shares of Abercrombie & Fitch in a research report on Wednesday, October 7th. UBS Group lifted their price target on shares of Abercrombie & Fitch from $153.00 to $185.00 and gave the stock a “buy” rating in a research note on Thursday, August 27th. Finally, Wolfe Research assumed coverage on shares of Abercrombie & Fitch in a research report on Wednesday, October 21st. They issued an “outperform” rating and a $181.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, Abercrombie & Fitch has a consensus rating of “Moderate Buy” and a consensus target price of $157.21.

View Our Latest Research Report on Abercrombie & Fitch
Abercrombie & Fitch Stock Performance
Abercrombie & Fitch stock opened at $164.83 on Tuesday. The company has a market cap of $6.99 billion, a P/E ratio of 14.11, a price-to-earnings-growth ratio of 1.36 and a beta of 1.02. Abercrombie & Fitch Company has a one year low of $65.45 and a one year high of $166.40. The business has a fifty day moving average of $139.27 and a two-hundred day moving average of $104.07.

Abercrombie & Fitch (NYSE:ANF – Get Free Report) last released its quarterly earnings data on Wednesday, August 26th. The apparel retailer reported $4.17 earnings per share for the quarter, beating the consensus estimate of $1.99 by $2.18. Abercrombie & Fitch had a return on equity of 33.52% and a net margin of 10.03%. The firm had revenue of $1.27 billion during the quarter, compared to the consensus estimate of $1.25 billion. During the same period last year, the business posted $2.91 EPS. Abercrombie & Fitch’s quarterly revenue was up 4.8% on a year-over-year basis. Abercrombie & Fitch has set its Q3 2026 guidance at 2.900-3.200 EPS and its FY 2026 guidance at 13.100-13.600 EPS. Sell-side analysts predict that Abercrombie & Fitch Company will post 11.42 EPS for the current year.

Insider Activity
In other Abercrombie & Fitch news, COO Scott D. Lipesky sold 2,000 shares of Abercrombie & Fitch stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $146.82, for a total value of $293,640.00. Following the completion of the sale, the chief operating officer owned 145,534 shares in the company, valued at $21,367,301.88. The trade was a 1.36% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Jay Rust sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $147.50, for a total transaction of $737,500.00. Following the transaction, the executive vice president directly owned 15,651 shares of the company’s stock, valued at $2,308,522.50. This trade represents a 24.21% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 62,800 shares of company stock valued at $8,545,392. 2.33% of the stock is owned by corporate insiders.

Abercrombie & Fitch Profile
(Free Report)

Abercrombie & Fitch Co is a global specialty retailer that sells apparel, accessories and personal-care products through stores and digital channels. Its portfolio includes Abercrombie & Fitch, abercrombie kids, Hollister and Gilly Hicks, with products designed for consumers across a range of life stages and lifestyles.

The company’s offerings include casual clothing, denim, dresses, tops, outerwear, intimates, activewear, swimwear, footwear, accessories and fragrances. Abercrombie & Fitch serves customers through company-operated and franchise stores, as well as branded websites and other digital platforms, in the United States and selected international markets.

Founded in 1892 as an outdoor and sporting-goods retailer, the company later developed into a fashion retailer focused on casual apparel.

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Through most of 2025, gold and silver rallied hard while Bitcoin moved sideways near $100,000, and all three still got sold as a single idea, protection against governments diluting their currencies. In June that idea cracked. Gold fell below $4,000 for the first time since November, silver lost more than half its value from its high, and Bitcoin slid to nearly $58,000.

"Digital gold" implies a substitute, and a substitute should hold up like the original when conditions turn hostile. June supplied the test.

What the debasement trade was betting onThe trade assumed that heavy government spending and mounting debt would slowly erode paper money, so scarce assets should gain. Gold and silver are the oldest versions of that bet. Bitcoin, with its supply capped at 21 million coins, was marketed as the digital one.

Then the Fed turned hawkish under Chair Kevin Warsh, and the dollar climbed 0.8% in a single week. Higher rates lift real yields, which raises the cost of holding anything that pays no interest, and a firmer dollar makes every dollar-priced asset costlier for foreign buyers. The Fed has since raised rates to 3.75%-4.00%.

Same trigger, very different lossesMeasured from their highs, gold had fallen about 28% by late June and silver more than 50%. Bitcoin, down about half from its October peak, had slipped under its 200-week moving average near $60,000. It had also missed the rally: by late December, Bitcoin was down on the year while gold had gained more than 70% and silver about 150%. David Miller of Catalyst Funds concluded it is "clearly not digital gold."

Key Takeaway: Sizing Bitcoin like gold means accepting a drawdown closer to silver's than to gold's.

The rebound ran the same pattern in reverseAfter the Treasury expanded bond buybacks in August and the dollar weakened, gold gained 5% on the week to $4,620. Bitcoin jumped roughly 20% in the days that followed. It now trades above $81,000.

On paper, the two have drawn closer. K33 Research noted in September that Bitcoin's 90-day correlation with gold had reached an all-time high while its Nasdaq correlation sat near yearly lows. Correlation measures direction, though, not magnitude, and the magnitudes have been far apart.

Who keeps buying when prices fallCentral banks bought a net 863 tonnes of gold in 2025, according to the World Gold Council. Between April and June 2026 they bought 289 tonnes, a record for a second quarter and five times the first quarter's total, in the same stretch that took gold under $4,000. Poland added 51 tonnes and China 33.

Bitcoin's institutional flows have tracked its price. Spot Bitcoin ETFs were on track for a second straight week of billion-dollar inflows in late August, then logged about $146 million in net outflows over two weeks by mid-October. Miller points to gold's reserve-asset role as something Bitcoin cannot replicate.

Key Takeaway: Reserve managers buy through drawdowns, and that behavior is what earns an asset the label "reserve."

How the unwind changes the comparisonNone of this erases the case for Bitcoin as a debasement hedge. CoinDesk found it outperformed both metals from February's ratio lows to late June, gaining roughly 30% against gold. What remains unsettled is whether a holder can sit through the swings that come with that outperformance.

Early October offered a smaller replay: both assets traded off the dollar and Treasury yields, and analysts cautioned that a shared catalyst does not guarantee a shared result.

A cleaner test is what each asset has to do in a quarter when real yields climb and the dollar firms. Gold had official buyers through its worst stretch of the year. Bitcoin has swung harder in both directions, which makes it a high-volatility cousin of the metal rather than an interchangeable one. Whether that volatility is a feature or a flaw depends on what the holder needs it to do, and for how long.

Gold defends $4,000 as falling real Treasury yields offer support, but persistent inflation and the Fed decision leave the next directional move uncertain.

WILMINGTON, Mass.--(BUSINESS WIRE)---- $CRL #LIFEatCRL--Charles River announces that its VCG database and methodology, designed to reduce animal use, will be used in an upcoming GLP study for Ipsen.

Insurers gain speed and precision across the insurance lifecycle to launch products faster, assess and price risk more effectively, and resolve claims sooner

, /PRNewswire/ -- CONNECTIONS CONFERENCE -- Guidewire (NYSE: GWRE) today launched a new platform approach to agentic insurance, giving insurers an open, secure, and complete foundation for putting AI to work across the insurance lifecycle. By bringing together the applications, data, workflows, and controls insurers need, Guidewire sets out a practical model for moving from isolated AI experiments to governed agents that improve the speed and precision of insurance decisions and actions.

"Insurance is a business of decisions and actions made in context," said Mike Rosenbaum, chief executive officer, Guidewire. "By embedding agentic capabilities where insurers already run their core operations, Guidewire gives agents the context and controls they need to work with speed and precision on a proven durable foundation."

Guidewire agents run on the same trusted platform as its core applications and work with an insurer's current data and workflows. For agents to work effectively, they need to know what is true, what has already been done, and what they are allowed to do. The platform's controls enforce those boundaries with consistent security and a clear audit trail that remains current and secure through ongoing updates.

"We took a platform approach to AI, so agents run on the same platform as the core, with access to an insurer's context, data, and workflows," said Diego Devalle, chief product development officer, Guidewire. "The scalability and observability that already support the core now support agents too. That is why insurers can put them to work on live claims and policies, and why developers can build on the same open foundation."

The examples below represent a sample of Guidewire's growing portfolio of agents and agentic capabilities across the insurance lifecycle. Guidewire will continue to expand this portfolio, giving insurers more ways to put agents to work within the workflows and controls of the Guidewire platform.

Agentic underwriting

The speed of competition in the market is putting pressure on insurers to increase product and pricing agility. Guidewire shortens the path from product concept to market, giving underwriters clearer risk context and decision support within the work they already do.

Advanced Product Designer. Product managers can now move products from intent to market-ready in days, with impact analysis, gap detection, and explainable recommendations. Agentic tooling speeds up the work of designing and refining products*.PricingCenter. Actuaries can move sophisticated pricing models to live rates in days by validating rules, factors, and adjustments while maintaining the established efficiency of promotion to production. This keeps portfolio impact visible. Native integration with PolicyCenter connects pricing decisions directly to policy workflows.*Risk Accumulation App*. Underwriters and portfolio managers can see concentration and exposure by peril on a map, from a single submission to the whole book. They can check how one risk changes portfolio exposure without leaving their normal workflow.UnderwritingCenter*. Underwriters gain greater productivity and precision and can quote directly in UnderwritingCenter. It turns raw submissions into clear risk profiles and matches risks to portfolio strategy and appetite. Direct integration moves the quote into PolicyCenter, removing the risk of handoffs.ProNavigator. Underwriters use embedded AI and Guidewire-developed agents* for submission summaries, relevant risk insights, and next-best actions.Agentic claims

Claims teams face similar pressure to act quickly while increasing the precision of each decision. Guidewire puts agentic capabilities in the flow of work, from first notice of loss through adjudication and the broader indemnity supply chain.

Concierge. Claimants connect with autonomous agents by voice or chat. The agents capture full loss details and deliver decision-ready claims to ClaimCenter.ProNavigator. Adjusters move from context to decision faster with answers, suggestions, and next-best actions from an embedded AI assistant and Guidewire-developed agents.Workers' Compensation Solution. Claims teams can help injured workers recover sooner with a connected solution that links claims work with digital tools and AI."A claim goes faster when adjusters have the facts from the start," said Amy Mollin, vice president, product management, Guidewire. "We built agents into ClaimCenter, where the work already happens, to capture the loss, summarize the file, and flag risk. That gives adjusters time back for the decisions and conversations that matter most to claimants and injured parties."

"Insurers are moving beyond AI experimentation and looking for ways to put agentic AI to work across the insurance lifecycle," said Karlyn Carnahan, executive partner, Celent. "The next challenge is making these capabilities work within the systems and workflows that run the business. That is where the platform matters. By connecting agents to core data and processes, Guidewire gives insurers a practical path to deploy them in production with the controls they need."

Agentic platform and data

Guidewire gives technical teams the infrastructure and current insurance data to put agents into production and govern how they operate.

Agentic Framework. Insurers can use Guidewire-developed agents or build their own, select the model for each task, enforce guardrails, evaluate behavior, and monitor costs.Developer Assistants. Guidewire-aware assistants help technical teams update code, workflows, and rules faster.DevSpace*. Developers start sooner in preconfigured cloud environments with built-in Guidewire tooling.Guidewire Data Platform. Policy, claims, and billing data come together in one place, so agents and predictive models draw on the same data.Data Studio and Explore. Curated P&C datasets are ready to use on day one. Insurers can also draw business insight from their own data.Kaleidoscope*. Predictive models tuned to an insurer's own book can also draw on industry and third-party data to fill gaps. Federated learning trains the models where each party's data resides, so records don't move and privacy is preserved.*"Innovation is about reimagining how work gets done and giving our people the capabilities to make that possible," said Tatjana Lalkovic, Chief Technology Officer, Definity. "Guidewire Developer Assistants bring relevant context directly into the development process, helping our teams move from idea to implementation faster while keeping human judgment and our standards at the center. It's a great example of how we're using AI to increase the pace of innovation and deliver value to our business, brokers, and customers sooner."

Guidewire is also using AI to transform how it delivers programs with customers. Across professional services, Guidewire has embedded AI into its implementation methodology, materially reducing migration and implementation timelines. This enables insurers to put new capabilities in the hands of claims and underwriting teams sooner.

Guidewire is demonstrating these advancements this week at Guidewire Connections in Las Vegas, where over 3,000 insurers and partners from 36 countries have gathered for the company's annual customer conference.

Certain release features may not be available in all regions.

*Indicates product feature is available for Early Access customers only or Guidewire Roadmap Features.

Connections keynote sessions will be livestreamed and available on-demand. To view the livestream and learn more about Guidewire's new platform approach to agentic insurance, visit the Guidewire website.

About Guidewire

Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently. More than 570 insurers in 44 countries, from new ventures to the largest and most complex in the world, rely on Guidewire products. With core systems leveraging data and analytics, digital, and artificial intelligence, Guidewire defines cloud platform excellence for P&C insurers.

We are proud of our unparalleled implementation record, with 1,700+ successful projects supported by the industry's largest R&D team and consulting partner ecosystem. Our marketplace represents the largest partner community in P&C, where customers can access hundreds of applications to accelerate integration, localization, and innovation.

For more information, please visit www.guidewire.com and follow us on X and LinkedIn.

Media Contact:

Melissa Cobb
Director, Public Relations
Guidewire Software, Inc.
+1.650.464.1177
[email protected]

NOTE: For information about Guidewire trademarks, visit www.guidewire.com/legal-notices.

Cautionary Language Concerning Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding the general availability of features, programs, services, and tools mentioned in this press release (including, without limitation, Advanced Product Designer, PricingCenter, Risk Accumulation App, UnderwritingCenter, ProNavigator, DevSpace, and Kaleidoscope). These forward-looking statements are made as of the date they were first issued and were based on current expectations, estimates, forecasts, and projections as well as the beliefs and assumptions of management. Words such as expect, anticipate, should, believe, hope, target, project, goals, estimate, potential, predict, may, will, might, could, intend, variations of these terms or the negative of these terms and similar expressions are intended to identify these forward-looking statements. Forward-looking statements are subject to a number of risks and uncertainties, many of which involve factors or circumstances that are beyond Guidewire's control. Guidewire's actual results could differ materially from those stated or implied in forward-looking statements due to a number of factors, including but not limited to, risks detailed in Guidewire's most recent Forms 10-K and 10-Q filed with the Securities and Exchange Commission as well as other documents that may be filed by Guidewire from time to time with the Securities and Exchange Commission. In particular, the following factors, among others, could cause results to differ materially from those expressed or implied by such forward-looking statements: fluctuations in our quarterly and annual operating results; our reliance on sales to, and renewals from, a relatively small number of large customers and the related substantial negotiating leverage of these customers; the length and complexity of our sales, product development, and implementation cycles; our competitive environment and changes thereto; our ability to effectively manage international expansion; issues in the development, adoption, deployment, workforce use and maintenance of artificial intelligence ("AI") and machine learning technologies combined with an uncertain and evolving regulatory environment; long-term pricing commitments made in our customer contracts based on available information; our ability to expand adoption of our cloud-based products and services, and the risk that any of our established products may fail to satisfy customer demands or maintain market acceptance; the impact of seasonal and other variations related to our customer agreements and revenue recognition on our results of operations, ARR, and cash flows; our ability to develop, introduce, and market new and enhanced versions of our products and services; our ability to retain existing and hire new personnel, including managing a hybrid and geographically distributed workforce; errors or failures in our products or services, as well as service interruptions or failure of the third-party service providers we rely on; our dependence on the quality of our professional services and third-party global system integrator partners to sell our products and services; the impact of changes in our revenue mix, and the realization of lower gross margins from our services, subscription, and support revenues compared to our license revenue; the impact of global events (including, without limitation, macroeconomic and geopolitical conditions, ongoing global conflicts, inflation, high interest rates, and general economic volatility); data security breaches of our cloud-based services and products or unauthorized access to our employees' or our customers' data; the impact of evolving regulations and laws (including, without limitation, security, privacy, AI and machine learning, tax regulations and laws, and accounting standards); assertions by third parties that we violate their intellectual property rights; stock price volatility regardless of our operating performance; and other risks and uncertainties. Past performance is not indicative of future results. The forward-looking statements included in this press release represent Guidewire's views as of the date of this press release. Guidewire anticipates that subsequent events and developments will cause its views to change. Guidewire undertakes no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. These forward-looking statements should not be relied upon as representing Guidewire's views as of any date subsequent to the date of this press release.

SOURCE Guidewire Software

Hubbell (HUBB - Free Report) came out with quarterly earnings of $5.91 per share, beating the Zacks Consensus Estimate of $5.75 per share. This compares to earnings of $5.17 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +2.78%. A quarter ago, it was expected that this electrical products manufacturer would post earnings of $5.31 per share when it actually produced earnings of $5.52, delivering a surprise of +3.95%.

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

Hubbell, which belongs to the Zacks Manufacturing - Electrical Utilities industry, posted revenues of $1.87 billion for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 0.90%. This compares to year-ago revenues of $1.5 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.

Hubbell shares have added about 3.4% since the beginning of the year versus the S&P 500's gain of 12.1%.

What's Next for Hubbell?While Hubbell 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 Hubbell 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 $5.32 on $1.8 billion in revenues for the coming quarter and $20.50 on $6.87 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, Manufacturing - Electrical Utilities is currently in the top 3% 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 broader Zacks Industrial Products sector, Cadre Holdings, Inc. (CDRE - Free Report) , has yet to report results for the quarter ended September 2026. The results are expected to be released on November 4.

This company is expected to post quarterly earnings of $0.33 per share in its upcoming report, which represents a year-over-year change of +22.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Cadre Holdings, Inc.'s revenues are expected to be $190.68 million, up 22.3% from the year-ago quarter.

Key Takeaways Henry Schein's Q3 revenues are projected to rise 4% to $3.47 billion, while EPS may decline 2.9% to $1.34.
Dental merchandise strength and demand for implants may drive 4.9% distribution and 5.9% specialty growth.
Cloud-based software demand and AI adoption may support 5.3% sales growth in HSIC's technology unit.

Henry Schein, Inc. (HSIC - Free Report) is scheduled to release third-quarter 2026 results on Nov. 3, before the opening bell.

In the last reported quarter, the company posted adjusted earnings per share (EPS) of $1.27, which surpassed the Zacks Consensus Estimate by 4.10%. Henry Schein’s earnings beat estimates in each of the trailing four quarters, the average surprise being 6.46%.

Q3 Estimates for HSICThe Zacks Consensus Estimate for third-quarter revenues is pegged at $3.47 billion, which suggests an increase of 4% from the year-ago reported figure.

The Zacks Consensus Estimate for third-quarter EPS is pinned at $1.34, indicating a year-over-year decrease of 2.9%. The estimate has remained constant in the past 60 days.

Here’s a quick overview of the company’s performance leading up to this announcement.

Key Factors Likely to Have Driven HSIC’s Q3 PerformanceGlobal Distribution and Value-Added ServicesWithin this segment, U.S. dental merchandise sales have likely remained solid, led by corporate brands and exclusive products such as Curodont. Stable patient traffic and continued market share gains may have contributed to growth. Internationally, Henry Schein’s dental merchandise sales are likely to have benefited from continued strength in Canada, France, Brazil and Australia.

U.S. dental equipment sales in the previous quarter were under pressure from lower traditional equipment sales, partly offset by modest growth in digital equipment. We expect this trend to have persisted in the to-be-reported quarter as well. Equipment sales growth was especially good in Canada, Germany, Spain and the United Kingdom.

U.S. Medical Distribution sales may have benefited from growth in government-related and Home Solutions businesses, despite continued weakness in point-of-care diagnostic products. 

Our model projects Henry Schein’s Global Distribution and Value-Added Services revenues to increase 4.9% year over year in the third quarter.

Global Specialty ProductsThe segment is likely to have delivered a robust performance due to the solid demand for implants and biomaterials in both premium and value products. Implant sales in Europe might have continued to grow at a healthy pace in the third quarter, supported by demand for premium implants under the Camlog brand and value implants from Biotech Dental and Medentis. U.S. implant growth must have remained modest, partly supported by the Tapered Pro Conical implant and the recent launch of S.I.N. 360.

Endodontics sales should have continued to benefit from broad-based growth across the company's businesses.

Going by our model, Global Specialty Products’ revenues are expected to increase 5.9% year over year.

Global Technology In the third quarter, the segment might have continued to benefit from strong demand for its cloud-based software technology solutions. The ongoing integration of AI solutions into the global suite of practice management software solutions must have been a tailwind. Similar to the previous quarter, U.S. performance is expected to have been driven by the Dentrix Ascend practice management platform, while continued momentum in the Dentally cloud-based platform likely boosted international sales.

Henry Schein One’s sustained growth in cloud-based software and technology solutions should have continued in the third quarter, supported by recurring revenues and growing adoption of AI-powered tools, including its next-generation AI clinical workflow.

Our model estimates indicate Global Technology revenues will grow 5.3% year over year.

What Our Model Suggests for HSICPer our proven model, a stock with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, has a higher chance of beating estimates. This is not the case here, as you can see below:

Earnings ESP: Henry Schein has an Earnings ESP of -0.10%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: The company currently carries a Zacks Rank #3. You can see the complete list of today’s Zacks Rank #1 stocks here.

Key MedTech PicksHere are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time around:

TG Therapeutics (TGTX - Free Report) has an Earnings ESP of +71.43% and a Zacks Rank #1 at present. The company is expected to release third-quarter 2026 results soon. 

TGTX’s earnings beat estimates in one of the trailing four quarters and missed in the other three, the average surprise being 184.65%. The Zacks Consensus Estimate for third-quarter EPS implies a decrease of 84.8% from the year-ago quarter’s figure.

Revvity (RVTY - Free Report) has an Earnings ESP of +1.03% and a Zacks Rank #3 at present. The company is slated to release third-quarter 2026 results on Nov. 3.

RVTY’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 6.59%. The Zacks Consensus Estimate for third-quarter EPS indicates an increase of 9.3% from the year-ago quarter’s figure.

Acadia Healthcare (ACHC - Free Report) has an Earnings ESP of +4.84% and a Zacks Rank #3 at present. The company is slated to release third-quarter results on Nov. 4.

ACHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 47.02%. The Zacks Consensus Estimate for third-quarter EPS calls for a decrease of 36.1% from the year-ago quarter’s figure.

NEW YORK, Oct. 27, 2026 (GLOBE NEWSWIRE) -- SueWallSt notifies investors in Doximity, Inc. (NYSE: DOCS) that a securities class action has been filed on behalf of shareholders who purchased common stock between August 8, 2024 and May 13, 2026. Find out if you might qualify for recovery. You may also contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.

DOCS holders absorbed three separate declines totaling $19.26 per share: $8.29 (13%) on November 7, 2025, $5.59 (17%) on February 6, 2026, and $5.38 (23%) on May 14, 2026, the last carrying the stock from $23.39 to $18.01. Motions for lead plaintiff appointment must be filed by November 16, 2026.

What the Company Disclosed

Doximity measured itself largely with figures of its own construction. SEC filings and quarterly calls reported "record engagement," more than 1 million quarterly active prescribers, and double-digit growth in "articles read or tapped," while revenue was billed through a proprietary "cost-per-target" structure under which customers subscribe to modules to reach a set number of members each month. Company marketing materials accessible throughout the class period stated that Doximity does not "bombard physicians with ads and messages in hopes of getting lucky."

What Plaintiffs Allege Was Missing

The complaint challenges whether those company-defined figures told shareholders anything about the commercial trends that actually governed growth.

Disclosure Gaps Alleged

Engagement counts were allegedly reported without the corresponding revenue contribution, overstating the Newsfeed's impact on sales growthNo disclosure that older advertising formats were allegedly losing share while programmatic and social formats gained, a dynamic Evercore described after February 5, 2026Alleged reliance on banner ads and email newsletters, methods the Company's own materials disclaimedNet revenue retention, later characterized by RBC Capital Markets as stalled in an "increasingly competitive market," allegedly not framed as a deteriorating indicatorA shift in which pharmaceutical customers deployed lower percentages of their budgets upfront, a pattern discussed only after fiscal 2026 guidance was reduced Why Generic Warnings May Not Protect

Disclosure language indicated confidence in competitive position and engagement quality. The action contends that boilerplate cautionary wording did not cure the omission of specific, already-developing pressures on pharmaceutical ad budgets, and that investors bought at prices reflecting the favorable figures rather than the underlying trend.

"Generic risk factor language cannot substitute for disclosing specific, known problems that are already affecting a company's operations. Here the action asserts Doximity continued reporting record engagement metrics while its share of pharmaceutical advertising spend was allegedly eroding." -- Joseph E. Levi, Esq.

Submit your information now 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 DOCS Lawsuit

Q: When did Doximity allegedly mislead investors? A: The Class Period runs from August 8, 2024 to May 13, 2026. The complaint alleges that multiple corrective disclosures events revealed information that caused significant stock declines.

Q: What court was the DOCS 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: Who are the defendants named in the DOCS lawsuit? A: The complaint names Doximity, Inc. and a set of individual defendants who held senior positions at the company for all or part of the Class Period, including co-founder, CEO, and Chairman Jeffrey Tangney, CFO Anna Bryson, co-founder and Chief Strategy Officer Nate Gross, and VP of Investor Relations & Revenue Operations, Perry Gold.

Q: What do DOCS 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 happens after I submit my information? A: Your trading history will be reviewed at no cost for an initial assessment of your potential eligibility.

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: Can I join a different law firm's lawsuit instead? A: Yes. Investors may choose which law firm to contact. Multiple firms often file competing complaints. The court may consolidate related cases and appoint a single lead counsel.

Q: What if I live outside the United States? A: U.S. securities class actions generally cover purchases on U.S. exchanges regardless of the investor's country of residence.

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.

1.97K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ASTS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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.

Earnings are arguably the most important single number on a company's quarterly financial report. Wall Street clearly dives into all of the other metrics and management's input, but the EPS figure helps cut through all the noise.

We know earnings results are vital, but how a company performs compared to bottom line expectations can be even more important when it comes to stock prices, especially in the near-term. This means that investors might want to take advantage of these earnings surprises.

Hunting for 'earnings whispers' or companies poised to beat their quarterly earnings estimates is a somewhat common practice. But that doesn't make it easy. One way that has been proven to work is by using the Zacks Earnings ESP tool.

The Zacks Earnings ESP, ExplainedThe Zacks Expected Surprise Prediction, or ESP, works by locking in on the most up-to-date analyst earnings revisions because they can be more accurate than estimates from weeks or even months before the actual release date. The thinking is pretty straightforward: analysts who provide earnings estimates closer to the report are likely to have more information.

The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.

When we join a positive earnings ESP with a Zacks Rank #3 (Hold) or stronger, stocks posted a positive bottom-line surprise 70% of the time. Plus, this system saw investors produce roughly 28% annual returns on average, according to our 10 year backtest.

Stocks with a #3 (Hold) ranking, which is most stocks covered at 60%, are expected to perform in-line with the broader market. But stocks that fall into the #2 (Buy) and #1 (Strong Buy) ranking, or the top 15% and top 5% of stocks, respectively, should outperform the market. Strong Buy stocks should outperform more than any other rank.

Should You Consider Iovance Biotherapeutics?The final step today is to look at a stock that meets our ESP qualifications. Iovance Biotherapeutics (IOVA - Free Report) earns a #1 (Strong Buy) nine days from its next quarterly earnings release on November 5, 2026, and its Most Accurate Estimate comes in at -$0.07 a share.

By taking the percentage difference between the -$0.07 Most Accurate Estimate and the -$0.09 Zacks Consensus Estimate, Iovance Biotherapeutics has an Earnings ESP of +22.22%. Investors should also know that IOVA is one of a large group of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

IOVA is part of a big group of Medical stocks that boast a positive ESP, and investors may want to take a look at Recursion Pharmaceuticals (RXRX - Free Report) as well.

Recursion Pharmaceuticals, which is readying to report earnings on November 4, 2026, sits at a Zacks Rank #3 (Hold) right now. Its Most Accurate Estimate is currently -$0.23 a share, and RXRX is eight days out from its next earnings report.

For Recursion Pharmaceuticals, the percentage difference between its Most Accurate Estimate and its Zacks Consensus Estimate of -$0.24 is +2.82%.

IOVA and RXRX's positive ESP figures tell us that both stocks have a good chance at beating analyst expectations in their next earnings report.

Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>

LOS ANGELES, Oct. 27, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm notifies investors in Hims & Hers Health, Inc. (NYSE: HIMS) that a securities class action lawsuit has been filed on behalf of shareholders who purchased or otherwise acquired Hims common stock between August 4, 2025 and July 29, 2026, 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 2, 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/hims-hers-health-inc 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 Hims & Hers class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) Hims & Hers shared consumers’ health information with third-party advertising platforms; (ii) Hims & Hers charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is “right for them”; (iii) the foregoing conduct subjected Hims & Hers to regulatory scrutiny; (iv) as a result of the foregoing, Hims & Hers was reasonably likely to incur fees and penalties; and (v) as a result of the foregoing, defendants’ positive statements about Hims & Hers’ business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

On July 29, 2026, the Federal Trade Commission allegedly announced it had filed a lawsuit against Hims & Hers “alleging that the telehealth provider shared consumers’ sensitive health information about medical conditions with third-party advertising platforms despite claiming its services maintain consumers’ privacy and deceives users about its billing and cancellation practices.”  The Hims & Hers class action lawsuit further alleges that, according to the Federal Trade Commission’s complaint, Hims & Hers engages in other deceptive advertising practices, including failing to “clearly disclose that it charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is ‘right for them.’”  Additionally, the Hims & Hers class action lawsuit alleges that the Federal Trade Commission’s complaint includes allegations that Hims and Hers “shared consumers’ sensitive health information with third-party advertising companies and platforms . . . such as Meta Platforms, Inc. (‘Meta’) and Snap Inc. (‘Snap’).”  On this news, the price of Hims and Hers shares declined nearly 15%, according to the complaint.

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 Hims & Hers Health, Inc. stock during the Class Period have until November 2, 2026 to seek appointment as lead plaintiff.

Frequently Asked Questions About the Hims Lawsuit

Q: What is the Hims lead plaintiff deadline?
A: The deadline to apply for lead plaintiff appointment is November 2, 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 Hims stock drop and on what dates?
A: Following the announcement that the Federal Trade Commission (FTC), joined by Utah and California, had filed a lawsuit against Hims & Hers for deceptive and unlawful privacy practices and deceptive billing/cancellation procedures, shares of Hims declined $4.32 per share, or 14.73%, to close at $25.00 on July 29, 2026, on unusually heavy trading volume.

Q: What specific misstatements does the Hims lawsuit allege?
A: The lawsuit alleges that Hims & Hers Health, Inc. and its executives misled investors by repeatedly assuring the public that the company maintained robust policies, administrative and technical safeguards, and procedures to protect consumers' sensitive health and personal information. Specifically, the complaint asserts that these statements were materially false and misleading because executives failed to disclose that the company was sharing sensitive consumer health information with third-party advertising platforms (such as Meta and Snap) via tracking pixels and customer lists contrary to its privacy promises. Furthermore, the complaint alleges that the company concealed deceptive billing and advertising practices—specifically that it failed to clearly disclose that it charged consumers for prescriptions almost immediately after submitting an intake form, rather than waiting for a provider consultation to find a treatment right for them—thereby exposing the company to severe regulatory scrutiny, potential fees, and penalties from the Federal Trade Commission (FTC).

Q: What do Hims investors need to do right now?
A: Investors who purchased HIMS common stock during the Class Period (August 4, 2025 through July 29, 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 Hims shares -- can I still recover losses?
A: Yes. Eligibility to participate in a securities class action recovery depends on whether you purchased or acquired HIMS common stock during the Class Period (August 4, 2025 to July 29, 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 Hims 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.

Hims & Hers Health, Inc. (HIMS - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this company have returned -4.1% over the past month versus the Zacks S&P 500 composite's -0.8% change. The Zacks Medical Info Systems industry, to which Hims & Hers Health belongs, has gained 2.8% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

For the current quarter, Hims & Hers Health is expected to post earnings of $0.07 per share, indicating a change of +16.7% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

The consensus earnings estimate of -$0.79 for the current fiscal year indicates a year-over-year change of -249.1%. This estimate has remained unchanged over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $0.44 indicates a change of +154.7% from what Hims & Hers Health is expected to report a year ago. Over the past month, the estimate has remained unchanged.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Hims & Hers Health.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

In the case of Hims & Hers Health, the consensus sales estimate of $893.37 million for the current quarter points to a year-over-year change of +49.2%. The $3.22 billion and $3.89 billion estimates for the current and next fiscal years indicate changes of +37% and +20.8%, respectively.

Last Reported Results and Surprise HistoryHims & Hers Health reported revenues of $753.21 million in the last reported quarter, representing a year-over-year change of +38.2%. EPS of -$0.1 for the same period compares with $0.17 a year ago.

Compared to the Zacks Consensus Estimate of $690.21 million, the reported revenues represent a surprise of +9.13%. The EPS surprise was -42.86%.

Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates two times over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Hims & Hers Health is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Hims & Hers Health. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Diversify Advisory Services LLC cut its position in shares of On Holding AG (NYSE: ONON) by 93.1% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,148 shares of the company's stock after selling 287,549 shares during the quarter. Diversify Advisory Services

Tempus AI heads into its Nov. 2 earnings report with a $1.5 billion acquisition pending and shares down more than 20% in a month, putting serious pressure on the core business to prove it can carry the weight.

Tempus AI (NASDAQ:TEM | TEM Price Prediction) reports third-quarter results around Nov. 2. The company has a $1.5 billion Personalis (NASDAQ:PSNL) deal pending, and shares are down 20.36% over the past month. This report has to show the core business can carry that acquisition.

Strong Beats Meet a Skeptical Stock
Last quarter, revenue rose 21.6% to $382.49 million, ahead of the $379.54 million estimate. Adjusted EPS of -$0.04 beat the -$0.1517 consensus, which made it Tempus’ sixth straight EPS beat. GAAP net income came in at $5.6 million, with help from $98.5 million in unrealized gains on securities.

Full-year revenue guidance was raised to $1.595 billion to $1.605 billion, and adjusted EBITDA of about $65 million was maintained. On July 20, Tempus agreed to buy Personalis for its ultrasensitive MRD technology. The deal should close in late Q4 2026 or early 2027, and current guidance leaves it out.

In the 30 days after the Q2 report, shares rose 41.94%, and they have since pulled back. The stock sits at $67.70, up 14.65% year to date.

Wall Street Expects a Narrower Loss on 22% Growth

Metric
Consensus
Year-Ago
Implied Change

Q3 Normalized EPS
-$0.0772
-$0.11
Loss narrows 29.8%

Q3 Revenue
$409.37 million
$334.21 million
+22.5%

FY2026 EPS
-$0.2603
-$0.61
Loss narrows 57.3%

FY2026 Revenue
$1.595 billion
$1.272 billion
+25.4%

Data Bookings and MRD Volumes Will Set the Tone
Data and Applications revenue rose 28% to $93.2 million, and roughly $200 million in bookings came from BioNTech (NASDAQ:BNTX), Daiichi Sankyo, LevelSet Bio and Incyte (NASDAQ:INCY). CEO Eric Lefkofsky said, “the data business is just on fire.” Q3 bookings need to keep that rate, since this high-margin line depends on pharma R&D budgets.

MRD comes next. Personalis’ NeXT volumes grew from 6,500 tests in Q1 to 9,000 in Q2, while only about 10% of Tempus’ sales force was selling the test. Sequential growth this quarter will show how much momentum Personalis brings at closing.

In core diagnostics, oncology volume growth sped up to 31% and gross margin expanded to 62.6% from 58.8%. Hereditary grew only 5%, so any lift from the GenomeNext launch matters.

Financing details are worth tracking, too. Lefkofsky prefers paying close to half of the price in cash and the rest in stock, backed by a debt facility. Stock-based compensation already reached $54.1 million last quarter, so the dilution math matters. Finally, full-year revenue consensus lands at the low end of guidance, which leaves room for another raise.

A Clean Quarter Could Reframe the Personalis Deal
Tempus beat estimates in each of its last four reports, yet the stock closed lower on all four of those earnings days. Investors have looked past the beats. Management needs to show the core business can fund the MRD ramp while still hitting $65 million in adjusted EBITDA and positive free cash flow by year-end. If it can, the $1.5 billion question gets a much clearer answer.

Contact [email protected] for any questions or corrections.

Odolná poptávka v české ekonomice a zvýšené ceny energií hovoří ve prospěch dalšího zvýšení úrokových sazeb při příštím zasedání bankovní rady ČNB, uvedl člen bankovní rady Jakub Seidler. Případné zvýšení sazeb 5. listopadu by však podle něj neznamenalo začátek nového cyklu zpřísňování měnové politiky. Vzhledem k nejistotě v globální ekonomice je podle něj nutné přistupovat ke každému zasedání individuálně.

Česká národní banka již v červnu zvýšila svou hlavní úrokovou sazbu o 25 bazických bodů na 3,75 %. Stala se tak zatím jedinou centrální bankou ve střední Evropě, která zpřísnila měnovou politiku v reakci na cenové tlaky vyvolané konfliktem na Blízkém východě.

„S ohledem na nejnovější vývoj, zejména odolnou domácí poptávku a skutečnost, že ceny energií zůstávají zvýšené po delší dobu, se přikláním k podpoře standardního zvýšení sazeb o 25 bazických bodů v listopadu,“ uvedl Seidler v odpovědi na e-mailové dotazy agentury Reuters. Dodal ale, že před zasedáním prozatím neviděl analýzy a doporučení odborného aparátu banky. „Ani případné listopadové zvýšení sazeb bych nevnímal jako začátek cyklu,“ dodal Seidler.

Tržní forwardové sazby nyní započítávají čtyři zvýšení sazeb během příštích 12 měsíců. Seidler to označil za „přehnané“, protože průzkumy mezi ekonomy naznačují podstatně mírnější zpřísnění měnové politiky. Podle Seidlera mají však investoři jen omezenou chuť sázet na umírněnější vývoj sazeb, protože globální faktory, jako je další eskalace konfliktu na Blízkém východě, mohou rychle změnit očekávání trhu a vyvolat aktivaci stop-loss pokynů u těchto pozic.

Seidler také uvedl, že zpřísnění finančních podmínek způsobené růstem dlouhodobých výnosů poskytlo centrální bance určitý čas na reakci, částečně díky přenosu do hypotečních sazeb.

Inflační dopady spojené s válkou mezi Íránem s USA a jejím vlivem na energetickou krizi jsou podle Seidlera v české ekonomice již jasně patrné. Minulý měsíc růst cen průmyslových výrobců zrychlil na 3,7 % meziročně. Seidler většinu tohoto nárůstu přičítá cenám koksu a rafinovaných ropných produktů, stejně jako elektřiny a plynu. Očekává se také meziroční růst cen zemědělských výrobců. Příliš vysoké podle něj nadále zůstávají i ceny služeb.

Seidler uvedl, že celková inflace, která v září dosáhla 2,5 %, by mohla dočasně kulminovat v prvním čtvrtletí roku 2027 na průměrné úrovni kolem 3,5 %. To by znamenalo překročení tolerančního pásma ČNB ve výši 1 až 3 % kolem jejího dvouprocentního inflačního cíle.

Na energetických trzích se ceny ropy i zemního plynu nacházejí nad úrovněmi předpokládanými v poslední makroekonomické prognóze ČNB z letošního srpna. V kombinaci s domácí poptávkou a nominálním růstem mezd přesahujícím 6 % je to podle Seidlera jasný signál, že banka pravděpodobně zvýší svou prognózu inflace pro rok 2027.

Očekává také, že nová makroekonomická prognóza ČNB, která bude zveřejněna příští měsíc, ukáže slabší hospodářský růst, zejména v letošním roce. Přesto lze podle něj v příštím roce stále očekávat zrychlení ekonomické aktivity.

„Čelíme tradičnímu stagflačnímu šoku,“ uvedl. „Odolnost domácí poptávky navzdory vnějšímu vývoji je pozitivním faktorem. Na druhou stranu však zvyšuje riziko silnějších druhotných inflačních efektů.“

On October 27, 2026, we conducted a DCF analysis for Brookfield Corp (BN), which has experienced a challenging year with its stock price down significantly. The

Petróleo Brasileiro S.A. - Petrobras sold off sharply after Lula's election win, but I view this as a buying opportunity, not a reason to panic. Historical returns under Lula's presidency have been strong for PBR, with no evidence of material harm to shareholder value. PBR benefits from high oil prices, strong offshore production growth, and trades at less than 4x forward earnings with a compelling dividend yield.

Neocloud stocks CoreWeave CRWV and Nebius rose about 4% in premarket trading on Tuesday as investors likely bought the dip following a sharp selloff driven by concerns over borrowing costs and the sustainability of debt-funded artificial intelligence infrastructure spending. Meanwhile, French news outlet L'Informé reported on Monday that Nebius had raised 250 million euros (about $279.3 million) for its data centre project near Lille in northern France.

Davidson Kahn Capital Management LLC lessened its stake in Brookfield Asset Management Ltd. (NYSE: BAM) (TSE: BAM.A) by 38.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 34,012 shares of the financial services provider's stock after selling 21,113 shares during the period.

MENOMONEE FALLS, Wis.--(BUSINESS WIRE)--Kohl's (NYSE: KSS) today announced a $1 million donation to Feeding America to help address food insecurity and support family health and well-being during the holiday season. This gift will directly support Feeding America partners across the country, helping local food banks stock their shelves and provide 10 million meals to families.“We are proud to partner with Feeding America this holiday season to help address food insecurity across the country," sa.

Earnings are arguably the most important single number on a company's quarterly financial report. Wall Street clearly dives into all of the other metrics and management's input, but the EPS figure helps cut through all the noise.

We know earnings results are vital, but how a company performs compared to bottom line expectations can be even more important when it comes to stock prices, especially in the near-term. This means that investors might want to take advantage of these earnings surprises.

Hunting for 'earnings whispers' or companies poised to beat their quarterly earnings estimates is a somewhat common practice. But that doesn't make it easy. One way that has been proven to work is by using the Zacks Earnings ESP tool.

The Zacks Earnings ESP, ExplainedThe Zacks Expected Surprise Prediction, or ESP, works by locking in on the most up-to-date analyst earnings revisions because they can be more accurate than estimates from weeks or even months before the actual release date. The thinking is pretty straightforward: analysts who provide earnings estimates closer to the report are likely to have more information.

The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.

In fact, when we combined a Zacks Rank #3 (Hold) or better and a positive Earnings ESP, stocks produced a positive surprise 70% of the time. Perhaps most importantly, using these parameters has helped produce 28.3% annual returns on average, according to our 10 year backtest.

Stocks with a ranking of #3 (Hold), or 60% of all stocks covered by the Zacks Rank, are expected to perform in-line with the broader market. Stocks with rankings of #2 (Buy) and #1 (Strong Buy), or the top 15% and top 5% of stocks, respectively, should outperform the market; Strong Buy stocks should outperform more than any other rank.

Should You Consider BP?Now that we understand what the ESP is and how beneficial it can be, let's dive into a stock that currently fits the bill. BP (BP - Free Report) earns a #1 (Strong Buy) right now and its Most Accurate Estimate sits at $2.85 a share, just three days from its upcoming earnings release on October 30, 2026.

BP has an Earnings ESP figure of +7.13%, which, as explained above, is calculated by taking the percentage difference between the $2.85 Most Accurate Estimate and the Zacks Consensus Estimate of $2.66. BP is one of a large database of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

BP is part of a big group of Oils and Energy stocks that boast a positive ESP, and investors may want to take a look at Equinor (EQNR - Free Report) as well.

Equinor is a Zacks Rank #1 (Strong Buy) stock, and is getting ready to report earnings on November 4, 2026. EQNR's Most Accurate Estimate sits at $1.42 a share eight days from its next earnings release.

Equinor's Earnings ESP figure currently stands at +2.78% after taking the percentage difference between its Most Accurate Estimate and its Zacks Consensus Estimate of $1.38.

Because both stocks hold a positive Earnings ESP, BP and EQNR could potentially post earnings beats in their next reports.

Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>

Sandisk remains under pressure as only enterprise SSD demand supports the memory market, while consumer demand is deteriorating. SNDK's valuation has compressed but remains richer than peers like Micron and SK Hynix, with structural FCF and CapEx concerns persisting. Upcoming quarterly results hinge on Q2 guidance, consumer revenue health, NBM prepayments, inventory trends, and JV CapEx exposure.

For years platinum lagged gold's rise. In 2025 it stopped lagging, gaining more than 80% by December, its strongest annual gain since exchange trading began 38 years ago.

Seagate stock shed 30% in a single month even as revenue surged 48% and contracts locked in demand through 2028, leaving investors to decide whether the selloff is a warning or the setup of the year.

Seagate Technology (NASDAQ:STX | STX Price Prediction) closed at $642.14. The 24/7 Wall St. price target is $794.02, which means 23.65% upside over the next 12 months. The stock gets a buy rating with 90% confidence, which counts as high conviction.

24/7 Wall St. Price Target Summary Metric Value Current Price $642.14 24/7 Wall St. Price Target $794.02 Upside/Downside 23.65% Recommendation BUY Confidence Level 90% On the July call, CEO Dave Mosley said “data center demand now represents approximately 90% of our exabyte shipments” and that most nearline exabytes are “allocated into calendar 2028.” The selloff prices in a cycle peak that Seagate’s contracts don’t yet show.

Seagate Lost 30% in a Month Despite Record Results Shares fell 7.86% on October 22, 7.05% over the week and 30.13% over the past month. They are still up 133.96% year to date. The stock sits 43.8% below its 52-week high of $1,143.27 and about 197% above its low of $216.39. This week, Morgan Stanley (NYSE:MS) made a bullish case for battered Seagate and Western Digital (NASDAQ:WDC) shares, according to Barron’s.

Fundamentals improved: fiscal Q4 revenue reached $3.63B, up 48.5% and ahead of the $3.49B consensus. Non-GAAP EPS came in at $5.71 against a $5.09 estimate, the fourth straight beat.

Non-GAAP gross margin expanded to 52.7% from 37.9%. For fiscal Q1, management guided to revenue of $4.10B ± $100M and EPS of $7.30 ± $0.20.

Why Bulls See $1,200 Ahead HAMR technology is the growth engine. Exiting fiscal 2026, HAMR products made up about 40% of Seagate’s nearline exabyte run rate. Mozaic 4, which supports up to 44 terabytes per drive, is scaling up with the two largest cloud providers. Mozaic 5 is on track for qualification shipments in late calendar 2027.

Because each disk holds more data, profit grows without adding factory output. Management said incremental gross margin is “well above the 60% figure.” Agentic AI could add more demand as KV cache data spills onto hard drives, and so could physical AI, though Mosley called both “very early days.”

Wall Street mostly agrees: 4 Strong Buys, 18 Buys, 2 Holds and 1 Strong Sell. The bull case hits $1,201.97, an 87.18% gain.

Risks That Could Stall the Storage Upcycle Hard drives have a long history of boom-and-bust cycles, and Seagate depends heavily on a small group of hyperscalers whose capex plans drive the whole order book (we profiled seven of the non-chip suppliers riding that same expansion, from power to cooling to storage, in a free report).

Other risks include dilution from the Exchangeable Senior Notes due 2028, tariffs, exposure to the Middle East conflict and settlement payments to the Commerce Department’s BIS. Still, contracts set product configuration and pricing for all of calendar 2027, and Seagate paid down $1.40B of debt. The bear case sits at $614.24, a decline of just 4.34%.

Seagate Trades Below Western Digital’s Multiple Western Digital is the other half of the HDD duopoly. In fiscal Q1, its revenue grew 55.46% and non-GAAP gross margin hits 58.1%. It trades near 23x forward earnings, compared with our about 18x for Seagate.

Micron Technology (NASDAQ:MU) gives a memory-side contrast. At about 7x forward earnings, it shows how cheaply the market prices AI hardware it views as cyclical.

Company Forward P/E TTM Operating Margin Seagate 18x 43.1% Western Digital 23x 43.6% Micron 7x 80.7% Seagate’s margins are almost the same as Western Digital’s, yet it trades at a lower multiple. That makes the 24/7 Wall St. price target look reasonable, and arguably conservative.

Contracted Demand Supports a BUY The 24/7 Wall St. price target of $794.02 carries a buy rating and 90% confidence. The critical factor is supply that is already allocated into 2028.

The thesis improved if fiscal Q1 results land near guidance and Mozaic 4 hits its milestones. It weakens if hyperscalers start shortening their planning horizons. Those are the signals to watch from here.

Year 24/7 Wall St. Price Target 2026 $794.02 2027 $910.18 2028 $1,050.87 2029 $1,139.69 2030 $1,207.07 The outlook depends on Seagate keeping its HAMR roadmap on track. A sharp cut in hyperscaler capex is the biggest downside risk, while demand from agentic and physical AI is the biggest source of upside.

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