Track market-moving stories before they get noisy

Lumentum Holdings Inc. is transforming from a cyclical telecom equipment maker to a key supplier for AI-driven data center optical components. LITE delivered FY2026 revenue of $3.01 billion, up 83.2% year-over-year, with Q4 revenue more than doubling to $1.006 billion. I rate LITE a buy, as the market overreacts to a headline accounting loss while the underlying business trades at just 0.38 times earnings growth adjusted.

Key Takeaways LITE expects its fiscal first-quarter 2027 revenues midpoint to imply more than 130% year-over-year growth. COHR's AI data center expansion is supported by NVIDIA's $2 billion investment under a multiyear agreement.MTSI's data center revenue rose 40% sequentially and 81% year over year in fiscal third-quarter 2026. Optical and photonics products are in tremendous demand for serving global cloud and artificial intelligence (AI)/machine learning (ML) infrastructure. Large AI models require millions of graphical processing units (GPUs) working in tandem. 

As a result, the ecosystem witnesses massive growth in data throughput (as high as 400 Gbps and 800 Gbps). Traditional copper wiring is unable to carry these extremely high-speed data packets properly, as it generates excessive heat slowing down the entire AI compute cluster. 

Photonics technology solves this problem by transmitting data at the speed of light through fiber-optic network. Photonics enables high-speed, low-latency and energy-efficient data transfer without overheating.

Here, we recommend three photonics developers to investors that have jumped year to date. These stocks currently enjoy strong short-term upside potential. Moreover, industry-leading products of these companies and the unstoppable growth of AI-powered data centers make these stocks attractive investment opportunities for the long term. 

These stocks are: Lumentum Holdings Inc. (LITE - Free Report) , Coherent Corp. (COHR - Free Report) , and MACOM Technology Solutions Holdings Inc. (MTSI - Free Report) . Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The chart below shows the price performance of our three picks year-to-date.

Image Source: Zacks Investment Research

Lumentum Holdings Inc.Zacks Rank #1 Lumentum provides components, such as transceivers and lasers for fiber-optic networks, supporting the rapid growth of AI, cloud computing, 5G connectivity, and beyond. LITE’s technology leadership in high-speed optical components has positioned it as an essential supplier to hyperscale customers deploying next-generation network architectures. 

Moreover, LITE has a strong collaboration with NVIDIA Corp. (NVDA - Free Report) for developing NVDA’s silicon photonics ecosystem, especially for deploying the latter’s Spectrum-X Photonics networking switches.

Optical circuit switching (OCS) is becoming a larger Systems driver under LITE’s multiyear, multibillion-dollar purchase agreement. OCS shipments doubled from fiscal third-quarter to fiscal fourth-quarter 2026, and management’s fiscal first-quarter 2027 outlook includes the company’s first triple-digit OCS revenue quarter.

Strong OutlookFor the first quarter of fiscal 2027, Lumentum expects revenues to be between $1.225 billion and $1.275 billion. The $1.25 billion midpoint implies more than 130% year-over-year growth and would mark another quarterly revenue record. 

Management expects roughly half of the sequential growth to come from components and the balance from systems. Non-GAAP operating margin is projected at 39.5-40.5%, while non-GAAP earnings are expected between $4.05 and $4.35 per share.

Solid Estimate RevisionsLumentum has an expected revenue and earnings growth rate of more than 100%, each, for the current year (ending June 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 0.1% in the last seven days.

LITE has an expected revenue and earnings growth rate of 55.8% and 58.7%, respectively, for the next year. The Zacks Consensus Estimate for the next year’s earnings has improved 1.8% in the last seven days.

Image Source: Zacks Investment Research

Impressive Price Upside PotentialThe short-term average price target of brokerage firms represents an increase of 16.3% from the last closing price of $978.53. The brokerage target price is currently in the range of $820-$1,400. This indicates a maximum upside of 43.1% and a downside of 16.2%.

Coherent Corp.Zacks Rank #2 Coherent sits at the center of the AI optics buildout, with strong demand visibility supported by long-term agreements. COHR is positioned at the heart of the AI datacenter build-out, which has driven sustained strength in Datacenter and Communications. 

COHR provides highly scalable datacom transceivers, Co-Packaged Optics solutions, and high-speed VCSELs engineered to boost data center bandwidth. COHR is widening its datacenter opportunity through optical circuit switching (OCS), co-packaged optics (CPO) / near-packaged optics (NPO), multi-rail and thermal solutions. OCS already contributes revenues.

COHR and NVIDIA entered into a strategic partnership focusing on next-generation optical technology and silicon photonics for AI data centers. NVDA will invest $2 billion in COHR for a multiyear agreement up to 2030.

Strong OutlookFor the first quarter of fiscal 2027, Coherent expects revenues of $2.2 billion to $2.4 billion. The $2.3 billion midpoint implies approximately 12.4% sequential growth and about 45.6% growth from first-quarter fiscal 2026 revenues of $1.58 billion. Guidance established a credible path toward a quarterly revenue run rate above $3 billion by fiscal 2027’s end.

The company expects an adjusted gross margin of 39.5%-41.5%. Its 40.5% midpoint would represent a modest 30-basis-point sequential improvement. Projected adjusted EPS of $1.85-$2.05 implies midpoint growth of 12.1% from the fiscal fourth quarter and approximately 68% year over year.

Solid Estimate RevisionsCoherent has an expected revenue and earnings growth rate of 50% and 67.2%, respectively, for the current year (ending June 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 11.9% in the last 30 days.

COHR has an expected revenue and earnings growth rate of 35% and 46.1%, respectively, for the next year. The Zacks Consensus Estimate for the next year’s earnings has improved 0.4% in the last seven days.

Image Source: Zacks Investment Research

Robust Price Upside PotentialThe short-term average price target of brokerage firms represents an increase of 37.4% from the last closing price of $301.88. The brokerage target price is currently in the range of $280-$500. This indicates a maximum upside of 65.6% and a downside of 7.3%.

MACOM Technology Solutions Holdings Inc.Zacks Rank #1 MACOM Technology designs and manufactures photonic semiconductor products including high-speed lasers, photodetectors, and RF-over-fiber systems built for AI data centers, 5G wireless networks, and aerospace/defense applications. AI-powered data centers have been MTSI’s fastest-growing business segment over the past few quarters. 

Data Center remained MTSI’s fastest-growing business in the third quarter of fiscal 2026, with revenue of $137.6 million, up about 40% sequentially and 81% year over year. The primary driver for fiscal 2026 is 200G PAM4 content in pluggable optical modules, while bookings are being led by 800G and 1.6T platforms. MTSI’s 200G photodetectors are ramping in volume production, and 400G photodetectors are receiving positive feedback. 

MTSI’s portfolio also spans NRZ, PAM4 and coherent modulation across EML, silicon photonics and VCSEL architectures. Sampling of 200G and 400G-per-lane TIAs and drivers, linear equalizers, coherent-light solutions and work on 75-milliwatt CW lasers extend the opportunity as optical links move to higher data rates and new architectures such as NPO and XPO.

Strong GuidanceFor the fourth quarter of fiscal 2026, MACOM Technology expects revenues between $415 million and $425 million. The company anticipates adjusted earnings per share between $1.97 and $2.03.

Solid Estimate RevisionsMACOM Technology has an expected revenue and earnings growth rate of 35.8% and 48.6%, respectively, for the next year (ending September 2027). The Zacks Consensus Estimate for the next year’s earnings has improved 3.9% in the last 30 days.

Image Source: Zacks Investment Research

Huge Price Upside PotentialThe short-term average price target of brokerage firms represents an increase of 44.4% from the last closing price of $274.80. The brokerage target price is currently in the range of $300-$475. This indicates a maximum upside of 72.7% and no downside.

, /PRNewswire/ -- Equity Insider News Commentary - The affordability squeeze in American housing has done something the factory-built sector spent decades waiting for: it has produced buyers. Cavco Industries reported selling 20,842 factory-built homes in fiscal 2026 in its most recent annual report, against 19,753 the prior year and 16,928 the year before that. Champion Homes reported fiscal 2026 net sales of $2.7 billion, up 7.3%, and sold homes in the United States at an average selling price of roughly $99,300 in the preceding quarter. Reporting those fiscal 2026 results, Champion Homes President and Chief Executive Officer Tim Larson attributed the year to addressing unmet demand from affordability-constrained consumers, and pointed to what he called a differentiated channel strategy alongside the company's family of brands.

Active Companies from around the markets with current developments this week include: BOXABL Inc. (Nasdaq: BXBL), Cavco Industries, Inc. (Nasdaq: CVCO), and Champion Homes, Inc. (NYSE: SKY).

Supply is following demand into the factory. For investors the open question is which companies capture it, and the disclosures of the established players suggest the answer turns on two things at once: what a manufacturer can build, and the route by which it reaches a buyer.

The route is described in the incumbents' own filings. Cavco reports operating 33 production lines across the United States and Mexico while selling through 92 company-owned retail stores alongside an independent distributor network, and it runs a finance subsidiary, CountryPlace, and an insurance subsidiary, Standard Casualty. Champion Homes describes a differentiated channel strategy and has been building out retail and digital capability, including the acquisition of Iseman Homes. Those are descriptions of businesses in which manufacturing sits alongside retail, lending and insurance rather than standing alone. No third-party study is relied on for that observation; it is drawn from the companies' own reporting, and the inference is the publisher's.

Regulation is the other half. A factory-built unit has to satisfy the code regime of wherever it lands, and those regimes differ by state and sometimes by county. A unit built to recreational vehicle standards can go places a residential-code unit cannot, and vice versa. Every state approval a manufacturer secures is a market that opens, and every one it lacks is a market that stays shut regardless of how good the product is or how cheaply it can be made.

For a newer entrant, that makes the deployment record a useful companion to the technology itself rather than a substitute for it. The manufacturing system is the asset. A list of completed projects is the evidence of that asset working outside the factory, under real code regimes and for buyers who are not all the same: who bought the units, what they used them for, whether the units went into permanent service, and in how many states any of it is permitted. A company that can show a campground operator, a disaster relief agency, a nonprofit housing developer, a short-term rental operator and a resort chain all deploying the same product is showing its technology validated across several regulatory pathways at once.

BOXABL Inc. (Nasdaq: BXBL) Highlights Portfolio of Projects Spanning Disaster Relief, Hospitality, and Residential Communities Nationwide

A dozen park-model RV Casita units delivered to American Campground on Las Vegas Boulevard, where they remain in permanent use as on-site accommodations. A Casita unit supplied to support wildfire relief efforts in Pasadena, California following the January 2025 Los Angeles-area fires. A 12-unit stacked Casita project completed for Catholic Charities in Oklahoma City, among the first multi-unit stacked deployments of the product. Pasadera, a 12-unit Casita community on roughly three acres outside Stillwater, Oklahoma, described as the first commercial short-term rental community built on the Company's technology. Ten units delivered to the first two Horizons Getaways eco-luxury resort locations, in Patrick, South Carolina and Grapeland, Texas, with further sites planned in Tennessee, Florida, California and Ohio. Regulatory approvals secured in Arizona, California, New Mexico, Nevada, South Carolina and Texas, broadening the markets where the Casita Studio can be sold and deployed. BOXABL Inc. (Nasdaq: BXBL) announced on September 9, 2026 a portfolio of completed and in-progress projects showing where its factory-built housing system has been deployed. The individual deployments have been disclosed previously through the Company's website, prior news releases and its filings with the Securities and Exchange Commission. What the release adds is consolidation: the projects are set out together, with their customer types, use cases and the states in which the Company holds approvals, in a single view.

"Every one of these projects started as a different problem for someone, a base that needed housing fast, a developer who wanted a better way to build an Airbnb park," said Galiano Tiramani, co-founder and co-Chief Executive Officer of BOXABL. "What ties them together is the same factory-built system, and the same idea: quality housing shouldn't require a year of construction and a budget that keeps climbing to get there."

The individual entries are worth separating, because they are not variations on one customer type. At American Campground on Las Vegas Boulevard, a dozen park-model RV Casita units are in permanent use as commercial lodging inventory, built to the same RV industry standards used across the outdoor hospitality sector. That is a different regulatory pathway and a different buyer from a residential installation, and the units stayed rather than being demobilised.

In Pasadena, California, the Company supplied a Casita to support relief efforts after the January 2025 wildfires. In Oklahoma City, a builder turned BOXABL developer completed a 12-unit stacked Casita project for Catholic Charities, one of the first multi-unit stacked deployments rather than a single backyard installation. That project then became the proving ground for the same developer's next effort.

That next effort is Pasadera, a 12-unit Casita community on roughly three acres outside Stillwater, Oklahoma, launched by developer Zach Punnett and marketed as a resort-style short-term rental destination near Oklahoma State University. Units are fully furnished and aimed at game-day visitors, parents, business travelers and short-term renters, at nightly rates the Company says sit well below comparable local hotel stays. It is described as the first commercial short-term rental community built on BOXABL's technology.

The largest commitment in the release is the Horizons Getaways relationship, a network of eco-luxury cabin resorts across multiple states. Ten units have been delivered to the first two locations, Hideaway Inn in Patrick, South Carolina and a second property in Grapeland, Texas, with additional sites planned across Tennessee, Florida, California and Ohio, subject to securing regulatory approval in Tennessee, Florida and Ohio. Beyond these, the Company continues to deliver units individually to homeowners, dealers and small builders, with recent deployments across California, Utah and New Mexico.

The regulatory line in the release deserves as much attention as the projects. BOXABL states it has secured approvals in Arizona, California, New Mexico, Nevada, South Carolina and Texas, and says it plans to pursue approvals in other high-demand states. Six states is not a national footprint, but it is a measurable number that can be tracked, and it is the constraint that governs how far any of the deployment models above can be replicated.

On the product side, the release updates the catalogue. The Casita, the Company's core product, remains a 361-square-foot studio with full kitchen, bathroom and utilities that unfolds on site in under an hour. The smaller 120-square-foot Baby Box, built to RV code for simpler no-foundation setups, is described as currently in the prototype phase with no production start date determined. Stackable and connectable models intended to form townhomes, multifamily units and larger single-family homes remain in development. The Company's "Build with BOXABL" developer program carries different minimum order sizes depending on the offering: 50 units for current products in states the Company does not presently service, and 100 units for the Phase 2 Developer Series, as set out on the Company's website. Filings are available on EDGAR.

There are several risks associated with the Company's plans.

BOXABL is an early-stage manufacturer whose value depends on producing units at volume, at a cost that works, and selling them; none of that is proven at scale, and the deployments described in this release number in the tens rather than the thousands. The Baby Box has no production start date, and the stackable and connectable models that would take the company from single dwellings to density remain in development with no confirmed timeline. Regulatory approvals cover six states, and expansion beyond them is not assured. The Company became publicly traded through a business combination with a special purpose acquisition company in July 2026, a route associated with volatility, dilution and a limited operating history as a public company, and it filed a universal shelf registration in July 2026 permitting up to $500 million of securities over time, any issuance of which would dilute existing holders. Scaling manufacturing is capital intensive. Past share price performance is not indicative of future results.

CONTINUED... Read this and more news for BOXABL Inc. (Nasdaq: BXBL) at: https://equity-insider.com/pages/boxabl-bxbl/

In other industry developments and happenings in the market this week include:

Cavco Industries, Inc. (Nasdaq: CVCO) shows what a mature factory-built housing business looks like once manufacturing, retail, lending and insurance sit under one roof. The company designs and builds factory-built homes, park model RVs and commercial structures across 33 production lines in the United States and Mexico, and sells them through 92 company-owned retail stores alongside a broad independent distributor network.

In its most recent annual report, Cavco reported selling 20,842 factory-built homes in fiscal 2026, up from 19,753 the prior year and 16,928 the year before that, with a factory-built home order backlog of approximately $195 million in wholesale value at March 28, 2026. It also operates a finance subsidiary, CountryPlace, originating and servicing mortgages and home-only loans, and an insurance subsidiary, Standard Casualty, covering manufactured homes.

Two things follow from that description. The first is scale: a company shipping more than twenty thousand homes a year is operating in a different universe from one describing deployments of ten and twelve units. The second is structure. Cavco does not merely manufacture; it retails, it finances and it insures, which its filings describe as integral to selling a factory-built home, since a buyer generally needs someone willing to lend against it. Cavco is also a leading producer of park model RVs and vacation cabins, which is the same category as the park-model units in the campground deployment described above, so the competitive overlap is direct rather than theoretical.

Champion Homes, Inc. (NYSE: SKY) sets out the same structure in its own terms. Formerly known as Skyline Champion and now operating under the Champion Homes name while retaining the same ticker, the company reported fiscal 2026 net sales of $2.7 billion, up 7.3%, with net income of $206.9 million and adjusted EBITDA of $308.2 million, ending the year with $638.3 million in cash after $200.0 million of share repurchases.

In its fiscal 2026 results, President and Chief Executive Officer Tim Larson attributed the year to addressing unmet demand from affordability-constrained consumers, and pointed to what he called a differentiated channel strategy alongside the company's family of brands. In the preceding quarter the company sold 6,270 homes in the United States at an average selling price of $99,300, and it has been building out retail and digital capability, including the acquisition of Iseman Homes. First quarter fiscal 2027 revenue, reported August 5, 2026, was $710.2 million against a consensus of roughly $702 million.

The average selling price is the number worth holding onto. At roughly $99,300 per home, the incumbents are already delivering affordable housing at volume, which is both the validation of the category and the competitive reality facing anyone entering it. The question for a newer manufacturer is not whether factory-built housing works, but what it can offer that a company with ninety-two retail stores and a captive lender cannot, whether that is a differentiated building technology, a lower delivered cost, or a route to market of its own, and in how many states it can offer it.

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DISCLAIMER:

Nothing in this publication should be considered personalized financial advice. We are not licensed under securities laws to address your particular financial situation, and no communication from us should be deemed personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor a recommendation to buy or sell any security. We hold no investment licenses and are neither licensed nor qualified to provide investment advice. The material in this article is intended to be strictly informational and is never to be construed or interpreted as research material. All readers are strongly urged to perform their own research and due diligence and to consult a licensed financial professional before considering any level of investing in stocks.

This article is being distributed by Equity Insider, which is wholly owned and operated by Market Equities Limited, a company incorporated under the laws of Ireland ("MEL"). MEL has been paid a fee for BOXABL Inc. (Nasdaq: BXBL) advertising and digital media from Creative Direct Marketing Group ("CDMG"). MEL has not been paid a fee directly by BOXABL Inc., and MEL is not affiliated with, and is a separate and independent entity from, CDMG and BOXABL Inc. MEL also expects to receive further compensation as part of an ongoing digital media effort to increase visibility for the company. No further notice will be given, but let this disclaimer serve as notice that all material, including this article, has been reviewed and approved by BOXABL Inc. and CDMG.

This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged not to use this publication as the basis for any investment decision.

MEL and its owner/operators do not own any shares of BOXABL Inc., but reserve the right to buy and sell shares of BOXABL Inc. at any time without any further notice commencing immediately and ongoing, in the open market, through private placements, and/or through other investment vehicles. There may also be third parties who hold shares of BOXABL Inc. and may liquidate their shares, which could have a negative effect on the price of the stock.

While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in this publication is not trustworthy unless verified by their own independent research. Because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Investors are cautioned that they may lose all or a portion of their investment when investing in stocks. Be extremely careful, investing in securities carries a high degree of risk; you may lose some or all of your investment. This document is governed by the laws of Ireland.

Cautionary Note Regarding Industry Data and Publisher Commentary. Unit volumes, net sales, average selling prices, backlog figures, production line and retail store counts, and subsidiary descriptions attributed to Cavco Industries, Inc. and Champion Homes, Inc. are as reported by those companies in their own public disclosures and have not been independently verified by the publisher. Statements attributed to named executives are as reported by the company that employed them at the time. Observations in this article regarding the relative importance of manufacturing, distribution, financing and regulatory approval in the factory-built housing sector are the publisher's own commentary drawn from those public disclosures. They are not derived from, and do not purport to reproduce, any third-party market study, analyst report or industry research, and no such report is relied upon. Reasonable readers may draw different conclusions from the same disclosures.

Cautionary Note Regarding Products and Project Descriptions. Project descriptions, unit counts, deployment locations, customer identities, product specifications, deployment times, nightly rate comparisons and regulatory approval status referenced in this article are as described by the Company and have not been independently verified by the publisher. The individual deployments described were previously disclosed by the Company through its website, prior news releases and its filings with the Securities and Exchange Commission; their presentation here is a consolidation of previously disclosed information and does not constitute new disclosure. The Baby Box is described by the Company as currently in the prototype phase with no production start date determined, and any earlier statements regarding anticipated Baby Box production timing should be read as superseded. Stackable and connectable models designed to form townhomes, multifamily units and larger single-family homes remain in development and no production timeline has been confirmed. Minimum order sizes under the "Build with BOXABL" developer program are stated by the Company on its website as 50 units for current products in states the Company does not presently service and 100 units for the Phase 2 Developer Series; these are the Company's stated terms and are subject to change by the Company. Regulatory approvals are stated for Arizona, California, New Mexico, Nevada, South Carolina and Texas; approvals in other jurisdictions have not been obtained and there is no assurance that they will be. Completed projects described in this article are historical deployments and are not indicative of future order volumes, revenue or profitability.

Cautionary Note Regarding the Business Combination and Capital Structure. BOXABL Inc. became a publicly traded company through a business combination with FG Merger II Corp., a special purpose acquisition company, completed in July 2026, with the shares beginning trading on the Nasdaq Stock Market under the symbol BXBL on July 20, 2026. Companies that become public through special purpose acquisition transactions may be subject to risks including share price volatility, dilution, limited operating history as a public company, and redemption-related capital reductions. In July 2026 the Company filed a universal mixed shelf registration statement that would permit it to offer up to $500,000,000 of securities over time; any such issuance would be dilutive to existing holders. References to capital raised since inception and to the number of investors are as disclosed by the Company. Readers should review the Company's filings with the U.S. Securities and Exchange Commission at www.sec.gov, including its periodic reports, in full.

Cautionary Note Regarding Referenced Companies. References to Cavco Industries, Inc. and Champion Homes, Inc. are provided solely as market and sector context. Those companies are not peers, competitors, or financial comparables of BOXABL Inc. in any investment sense. They are substantially larger, established, profitable manufacturers operating at volumes and with distribution, finance and insurance infrastructure that the profiled company does not possess, and their revenues, unit volumes, backlogs, margins, average selling prices and share performance are not indicative of BOXABL Inc.'s prospects. Neither company is involved in the production or distribution of this article. No partnership, affiliation, sponsorship, or endorsement is implied. References to American Campground, Catholic Charities, Horizons Getaways, Pasadera, Oklahoma State University and any named developer describe customers, projects or locations as disclosed by the Company and do not imply any endorsement of the Company or its securities by those parties.

Eagle Eye Disclosure. Eagle Eye is an investor signal-intelligence platform affiliated with the publisher of this article, and this reference constitutes promotion of an affiliated product. Eagle Eye is not a broker-dealer, and nothing in the platform or in this article is financial, investment, tax, or legal advice. Data provided in the platform is for informational purposes only and may be delayed. Always do your own research before making any investment decision. See it at eagle-eye.dev.

Cautionary Note Regarding Forward-Looking Statements. This publication contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including projections of market opportunity and market share, estimates of customer adoption, projections of development and commercialization costs and timelines, expectations regarding the Company's ability to execute its business model, the deployment of the Casita, the development and potential production of the Baby Box and of stackable and connectable modules, the pursuit of additional state regulatory approvals, expectations concerning relationships with customers, developers, strategic partners, suppliers, governments and regulatory bodies, and the potential for future projects. Such statements are generally identified by words such as "plan", "project", "will", "estimate", "intend", "expect", "believe", "target", "continue", "could", "may", "might", "possible", "potential" or "predict". You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause actual circumstances, events, or results to differ materially, including manufacturing, supply chain, permitting, regulatory, financing, dilution, listing, competitive and market risks, and other risks identified in the Company's filings with the Securities and Exchange Commission. Do not place undue reliance on such statements. The forward-looking statements in this publication are made as of the date above and Equity Insider undertakes no obligation to update them.

SOURCE Equity Insider

Highlights

Historic core from TSD-009 returned 477 g/t silver by fire assay and 509 g/t silver by ICP-AES, compared with the original result of 466 g/t silver.TSD-002 returned 287 g/t silver by fire assay and 301 g/t silver by ICP-AES, compared with the original result of 161 g/t silver.All three selected core samples returned silver values equal to or higher than their corresponding historical assays.Americore intends to appoint a technical contractor to complete an updated Mineral Resource Estimate and NI 43-101 Technical Report, targeted for Q4 2026.Vancouver, British Columbia--(Newsfile Corp. - September 9, 2026) - Americore Resources Corp. (TSXV: AMCO) (FSE: 5GP) (OTCQB: AMCOF) ("Americore" or the "Company") is pleased to report encouraging analytical results from confirmatory due-diligence sampling completed at the Trinity Silver Project in Pershing County, Nevada.

The program was undertaken as a preparatory step toward completing an updated Mineral Resource Estimate ("MRE") and NI 43-101 Technical Report for Trinity.

Three samples were collected from selected intervals of historic drill core from the 2006 drilling program completed by Renaissance Gold Inc. Each sample represented a five-foot interval of core. A fourth sample was collected from what appears to be one of the historic stockpiles located on the property.

The confirmatory results compared favourably with the historical silver assays. Most notably, sample 158853 from drill hole TSD-002 returned 287 g/t silver by fire assay and 301 g/t silver by ICP-AES, compared with the original assay of 161 g/t silver.

Sample 158852 from TSD-009 confirmed high-grade silver mineralization, returning 477 g/t silver by fire assay and 509 g/t silver by ICP-AES, compared with the original result of 466 g/t silver.

Selected Analytical Results

The new lead and zinc analyses also confirmed polymetallic mineralization within the selected core intervals. New results included 0.795% lead in sample 158853 and 1.565% zinc in the same sample.

The sampling program was limited and confirmatory in nature. The results should not be considered representative of the entire mineralized system or the historic stockpiles.

Management Commentary

"These results provide an encouraging independent check of selected historical data from Trinity," said Justin Hanka, Chief Executive Officer of Americore Resources Corp.

"Each of the three core samples returned silver values that met or exceeded its corresponding historical assay, including up to 509 g/t silver from TSD-009 and 301 g/t silver from TSD-002. These results provide additional confidence as we move toward the next phase of technical work at Trinity.

"Our immediate priority is to appoint the appropriate technical team to complete an updated Mineral Resource Estimate and NI 43-101 Technical Report. We believe that methodically validating the historical database provides the right technical foundation for demonstrating Trinity's potential and planning the next phase of work."

Sample Preparation and Analytical Procedures

The samples were shipped by courier from Reno, Nevada, to ALS Canada Ltd. in North Vancouver, British Columbia, by the consultant who collected them.

For silver analysis, the samples were crushed to 90% passing two millimetres. A 1,000-gram split was then pulverized to 85% passing 75 microns. Silver analysis was completed using ALS method Ag-GRA22, consisting of a 50-gram fire assay with a gravimetric finish.

Multi-element analysis was completed using ALS method ME-ICPORE, which analyzes 19 elements using an oxidizing digestion and ICP-AES finish. Sample preparation consisted of fine crushing to 70% passing two millimetres, followed by pulverization of a 250-gram split to 85% passing 75 microns.

Next Steps

Americore intends to appoint a qualified technical contractor to complete an updated Mineral Resource Estimate and prepare a supporting NI 43-101 Technical Report for the Trinity Silver Project. The Company currently anticipates completing this work during Q4 2026.

Qualified Person

The technical information contained in this news release has been reviewed and approved by Chris M. Healey, P.Geo., Chief Geologist and Director of Americore Resources Corp., a Qualified Person as defined under NI 43-101.

The Company is listed on the TSX Venture Exchange.

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

Disclaimer for Forward-Looking Information
Certain statements in this release are forward-looking statements, which reflect the expectations of management regarding AMERICORE's intention to continue to identify potential transactions and make certain corporate changes and applications. Forward-looking statements consist of statements that are not purely historical, including any statements regarding beliefs, plans, expectations or intentions regarding the future. Such statements are subject to risks and uncertainties that may cause actual results, performance or developments to differ materially from those contained in the statements. No assurance can be given that any of the events anticipated by the forward-looking statements will occur or, if they do occur, what benefits AMERICORE will obtain from them. These forward-looking statements reflect managements' current views and are based on certain expectations, estimates and assumptions which may prove to be incorrect. A number of risks and uncertainties could cause actual results to differ materially from those expressed or implied by the forward-looking statements, including AMERICORE's inability to identify transactions having satisfactory terms or at all and the results of exploration or review of properties that AMERICORE does acquire. These forward-looking statements are made as of the date of this news release and AMERICORE assumes no obligation to update these forward-looking statements, or to update the reasons why actual results differed from those projected in the forward-looking statements, except in accordance with applicable securities laws.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313540

Source: Americore Resources Corp.

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American Eagle Outfitters, Inc. (NYSE:AEO) will release earnings for its second quarter after the closing bell on Wednesday, Sept. 9.

Analysts expect the company to report quarterly earnings of 22 cents per share, down from 45 cents per share in the year-ago period. The consensus estimate for American Eagle’s quarterly revenue is $1.37 billion. It reported $1.28 billion last year, according to Benzinga Pro.

The company has beaten analyst estimates for revenue in four straight quarters and in six of the past 10 quarters overall.

With the recent buzz around American Eagle, some investors may be eyeing potential gains from the company’s dividends too. As of now, AEO has an annual dividend yield of 2.90%, which is a quarterly dividend amount of 12.5 cents per share (50 cents a year).

To figure out how to earn $500 monthly from American Eagle, we start with the yearly target of $6,000 ($500 x 12 months).

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Next, we take this amount and divide it by AEO’s $0.50 dividend: $6,000 / $0.50 = 12,000 shares.

So, an investor would need to own $206,640 worth of American Eagle, or 12,000 shares to generate a monthly dividend income of $500.

Assuming a more conservative goal of $100 monthly ($1,200 annually), we do the same calculation: $1,200 / $0.50 = 2,400 shares, or $41,328 to generate a monthly dividend income of $100.

Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.

The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change.

For example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60).

Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40).

Further, the dividend payment itself can also change over time, which can also impact the dividend yield. If a company increases its dividend payment, the dividend yield will increase even if the stock price remains the same. Similarly, if a company decreases its dividend payment, the dividend yield will decrease.

AEO Price Action: Shares of American Eagle fell 1% to close at $17.22 on Tuesday.

Photo via Shutterstock

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

, /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, announces the launch of Morpheus8 Cool, the next evolution of its renowned Morpheus8 technology. Available exclusively on the new expandable Morpheus8MAX platform, Morpheus8 Cool advances radiofrequency (RF) microneedling with enhanced comfort, precision, control, and safety.

Recognized as the world's #1 RF microneedling procedure, Morpheus8 is establishing a new industry standard with Morpheus8 Cool. The new handpiece and large-surface cooling tip feature game-changing Cool Comfort Technology, intelligently managing the thermal profile to elevate the treatment experience.  Morpheus8 Cool also features a new interactive user interface for enhanced control and safety.  Practitioners can select Guided Mode, with preset, clinically effective parameters that support consistent, repeatable outcomes, or Manual Mode for fully customizable settings.

"Developed in response to feedback from our providers, Guided Mode within the Morpheus8MAX platform offers greater versatility across their practices," said Dr. Michael Kreindel, InMode Chief Technology Officer and co-founder. "Its intuitive design gives practitioners greater flexibility to tailor treatments to each patient's skin concerns and anatomy while delivering the remarkable results patients and providers have come to expect from Morpheus8."

"Morpheus8 Cool addresses an important challenge in aesthetics: how to make a proven, successful technology even better," said Dr. Eran Krieger, Chief Medical Officer at InMode. "By cooling the skin's surface while treating the targeted tissue, we preserve the remodeling effect without compromising treatment. We are not changing the treatment—we are elevating the patient experience."

"The excitement surrounding Morpheus8 Cool was undeniable when we introduced it at our Insider Summit in Las Vegas," said Michael Dennison, InMode President, North America. "Providers immediately recognized the value of greater comfort, precision, and control, and the enthusiastic response reinforced the strong demand for this next evolution of Morpheus8 technology."

About InMode 

InMode is a leading global provider of innovative medical technologies. InMode develops, manufactures, and markets devices harnessing novel radiofrequency ("RF") technology. InMode strives to enable new emerging surgical procedures as well as improve existing treatments. InMode has leveraged its medically accepted minimally invasive RF technologies to offer a comprehensive line of products across several categories for plastic surgery, gynecology, dermatology, otolaryngology, and ophthalmology. For more information about InMode and its wide array of medical technologies, visit www.inmodemd.com.

Press Contact:
Behrman Cesa Communications
[email protected]

Investor Contact:
MS-IR LLC
Miri Segal – Scharia
[email protected]

SOURCE InMode Ltd.

49.49K Followers

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.

LAS VEGAS, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Bitcoin Bancorp, Inc. (OTC: BCBC) (“Bitcoin Bancorp” or the “Company”), a diversified digital asset infrastructure and Banking-as-a-Service (BaaS) development company and holder of foundational U.S. patents related to Bitcoin ATMs, today announced that it has been designated as a successful bidder for certain key assets of Bitcoin Depot Inc. and its affiliated debtors in Chapter 11 proceedings pending before the U.S. Bankruptcy Court for the Southern District of Texas.

Under multiple agreements with Bitcoin Depot, Bitcoin Bancorp is acquiring assets that include approximately 2,446 Bitcoin ATM kiosks, associated floorspace agreements, parts inventory, intellectual property, trademarks, patents, the BitcoinDepot.com domain name and other related digital assets. The transactions were approved by the Bankruptcy Court pursuant to Section 363 of the U. S. Bankruptcy Code, under which the court-approved sales provide for acquired assets to be transferred free and clear of interests in such property, subject to the terms and conditions of the applicable Sale Order(s).

Certain portions of the transactions have already closed, and Bitcoin Bancorp is in the process of taking possession of acquired assets pursuant to the Court’s Sale Orders. Final closings remain subject to customary closing conditions. The Company currently expects the remaining closings to be completed during the upcoming quarter and expects the acquired assets to be reflected in future Company reports.

Bitcoin Depot, founded in 2016, developed into one of North America’s largest Bitcoin ATM operators and among the largest globally. According to Bitcoin Depot Inc.’s Form 10-K for the year ended December 31, 2025, Bitcoin Depot operated approximately 9,700 owned and leased kiosks across 48 U.S. states, 10 Canadian provinces and six Australian states, in addition to its BDCheckout product at approximately 16,300 retail locations. From its inception in July 2016 through December 31, 2025, Bitcoin Depot reported completing more than 4.0 million user transactions representing approximately $3.4 billion in total transaction value.

Bitcoin Bancorp believes the acquired assets could accelerate the expansion of its Bitcoin ATM infrastructure while adding technology, intellectual property and digital brand assets that complement its existing portfolio. The acquired intellectual property is expected to complement Bitcoin Bancorp’s subsidiary’s existing U.S. patents, identified as US9135787B1 and US10332205B1, while the BitcoinDepot.com domain and related digital properties would expand the Company’s online presence and customer reach.

The addition of 2,446 kiosks and related agreements could also provide Bitcoin Bancorp with a more capital-efficient path to expanding its physical infrastructure than deploying an equivalent footprint entirely through organic development. The Company believes this approach could shorten the time required to expand its network while reducing the capital and operational resources that would otherwise be required to build comparable infrastructure from the ground up.

“These transactions represent an important inflection point for Bitcoin Bancorp,” said Eric Noveshen, Executive Vice-President of Bitcoin Bancorp. “Acquiring established Bitcoin ATM infrastructure, intellectual property and digital assets through the bankruptcy process could materially accelerate our business strategy compared with building an equivalent platform entirely through organic expansion. We believe this provides Bitcoin Bancorp with an opportunity to shorten the company’s developmental timeline, the ability to deploy capital more efficiently and strengthen both the scale of the physical network and digital presence as we integrate these assets.”

Bitcoin Bancorp expects the acquired assets, once integrated, to support broader geographic access to Bitcoin ATM services, additional infrastructure for cash-to-Bitcoin transactions, technology and operational improvements, and longer-term product development connecting physical retail infrastructure with digital asset services. The Company intends to maintain its focus on compliant, transparent and user-friendly access to Bitcoin and other digital assets.

While the broader Bitcoin ATM and cryptocurrency industry continues to evolve amid increasing regulatory oversight and industry consolidation, Bitcoin Bancorp continues to believe that those conditions may create opportunities for operators with infrastructure, intellectual property, compliance capabilities and efficient cost structures. The Company intends to continue evaluating opportunities that support scalable Bitcoin ATM infrastructure and complimentary business opportunities while maintaining its focus on regulatory adherence and shareholder value.

About Bitcoin Bancorp, Inc.

Headquartered in Las Vegas, Nevada, Bitcoin Bancorp, Inc. (OTC: BCBC) is a diversified digital asset infrastructure and Banking-as-a-Service (BaaS) company focused on expanding secure retail access to cryptocurrency and next-generation financial services through licensed Bitcoin ATM networks, blockchain technologies, and Web 3.0–enabled platforms. As previously announced, Bitcoin Bancorp, through its wholly owned subsidiary First Bitcoin Capital LLC, owns and exclusively licenses foundational intellectual property related to Bitcoin ATMs, including U.S. Patent Nos. US9135787B1 and US10332205B1. Bitcoin Bancorp owns Bitcoin ATMs that are operated by licensed third-party operators within the jurisdictions in which they reside, forming a growing network of compliant retail access points for digital assets across convenience-store and retail environments. Bitcoin Bancorp is committed to advancing blockchain-enabled financial infrastructure through secure technology platforms, strategic retail partnerships, and responsible operating standards. Bitcoin Bancorp is not licensed as a bank in the United States and does not provide custody or banking services.

Shareholders, potential investors, and others should note that we announce material events and material financial information to our shareholders and the public using our website and the social media addresses listed below, as well as in our OTC Markets’ disclosures, press releases, public conference calls, and webcasts. We also use social media to communicate with our email subscribers and the public about Bitcoin Bancorp, services, and other related information. It is possible that the information we post on social media could be deemed to be material information. Therefore, we encourage shareholders, the media, and others interested in Bitcoin Bancorp to review the information we post on Bitcoin Bancorp’s social media channels listed below. This list may be updated from time to time.

For investor and general information, please email  [email protected]

Join our newsletter and view our Blog at: https://bitcoinbancorp.com/blog/

Follow us at: Website:https://www.BitcoinBancorp.com/X (f/k/a Twitter):@BCBC_stockReddit:https://www.reddit.com/r/BULT/Facebook:https://www.facebook.com/BulletBlockchainInc/Instagram:https://www.instagram.com/bitcoin_bancorp/#LinkedIn:https://www.linkedin.com/in/bitcoin-bancorp-inc/Medium:https://medium.com/@bitcoinbancorp   Find investor and general information at: https://www.otcmarkets.com/stock/BCBC/overview

Forward-Looking Statements: 
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Statements in this press release that are not statements of historical or current fact constitute “forward-looking statements.” Such forward-looking statements involve known and unknown risks, uncertainties, and other unknown factors that could cause the Company's actual operating results to be materially different from any historical results or from any future results expressed or implied by such forward-looking statements. In addition to these factors, actual future performance, outcomes, and results may differ materially because of more general factors, including (without limitation) general industry and market conditions and growth rates, economic conditions, and governmental and public policy changes. The forward-looking statements included in this press release represent the Company's views as of the date of this press release, and these views could change at some point in the future. However, the Company specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing the Company's views as of any date subsequent to the date of the press release. In addition to statements that explicitly describe these risks and uncertainties, readers are urged to consider statements that contain terms such as “anticipate,” “anticipates,” “believes,” “belief,” “envision,” “expects,” “expect,” “intend,” “plans,” “plan,” to be uncertain and forward-looking. 

Contact us: [email protected]

SOURCE: Bitcoin Bancorp, Inc. f/k/a Bullet Blockchain, Inc.

U.S. stock futures were mixed this morning, with the Dow futures falling around 0.1% on Wednesday.

Shares of ServiceTitan Inc (NASDAQ:TTAN) fell sharply in pre-market trading after the company reported second-quarter financial results and issued third-quarter sales guidance with its midpoint below estimates.

ServiceTitan reported results for the second quarter of fiscal 2027, which ended July 31, 2026. Revenue rose 21% year over year to $292.8 million, while gross transaction volume increased 17% to $26.8 billion.

For the third quarter of fiscal 2027, ServiceTitan expects revenue of $285 million to $287 million, versus market estimates of $287.874 million.

ServiceTitan shares dipped 16.7% to $67.99 in pre-market trading.

Here are some other stocks moving lower in pre-market trading.

Mind Technology Inc (NASDAQ:MIND) fell 13.7% to $3.62 in pre-market trading after the company reported worse-than-expected second-quarter financial results.Braze Inc (NASDAQ:BRZE) fell 10.6% to $27.10 in pre-market trading after the company reported second-quarter financial results and issued third-quarter adjusted EPS guidance below estimates.Caseys General Stores Inc (NASDAQ:CASY) fell 8.7% to $670.56 in pre-market trading after the company posted first-quarter results.LuxExperience BV-ADR (NYSE:LUXE) fell 5% to $7.00 in pre-market trading. LuxExperience will release fourth quarter financial results before the opening bell on Sept. 16.Target Hospitality Corp (NASDAQ:TH) declined 3.8% to $19.49 in pre-market trading after the company announced pricing of upsized secondary offering and concurrent stock repurchase.Trending

BOXABL Inc (NASDAQ:BXBL) fell 3.2% to $4.23 in pre-market trading.Palisade Bio Inc (NASDAQ:PALI) dipped 3.2% to $2.13 in pre-market trading.Qfin Holdings Inc – ADR (NASDAQ:QFIN) fell 3.2% to $8.56 in pre-market trading.Immunome Inc (NASDAQ:IMNM) fell 3.1% to $25.97 in pre-market trading.Adaptive Biotechnologies Corp (NASDAQ:ADPT) declined 3% to $23.62 in pre-market trading.Nomad Foods Ltd (NYSE:NOMD) slipped 2.3% to $11.20 in pre-market trading.Photo via Shutterstock

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Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling a growth story that looked strong on almost…

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Braze (NASDAQ:BRZE | BRZE Price Prediction) delivered a beat and a raise on Tuesday afternoon, and its stock is tumbling anyway. The gap tells you the market is pricing the next quarter’s earnings line rather than the full-year trajectory management is trying to build.

Braze stock is down 12% to $26.58 early Wednesday after the company guided fiscal third-quarter adjusted earnings below what analysts had modeled. The move erases much of the summer bounce and puts the shares back into the $27 range on heavy volume.

Meanwhile, Klaviyo (NYSE:KVYO) stock is up 3% to $18.42, notably refusing to sell off in sympathy with its closest-sized peer. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) is nearly unchanged at $102.90. At the same time, the Invesco QQQ Trust (NASDAQ:QQQ) is down 0.36% to $715.80, so large-cap tech weakness isn’t the driver of Braze’s move.

Guidance Line Behind the Selloff Braze’s second-quarter fiscal 2027 print looked strong on the surface. The company’s revenue reached $227.23 million, up 26.2% year over year (YoY), and its non-GAAP EPS of $0.19 beat the $0.16 consensus. Dollar-based net retention at Braze improved to 110% and its free cash flow jumped to $21.7 million.

CEO Bill Magnuson said Braze delivered 26% year-over-year revenue growth alongside improving operating leverage and record second-quarter free cash flow. The company’s non-GAAP operating margin expanded to 9.7% from 3.4% a year earlier, and its large-customer cohort (spending at least $500,000 annually) grew to 361 from 282.

The selloff traces to one line. Braze guided its third-quarter fiscal 2027 adjusted EPS to a range of $0.13 to $0.14, below Street models, even as its Q3 revenue guidance of $229 million to $230 million came in above consensus. Analysts at Raymond James told investors to buy the dip, calling Braze a secular winner and pointing to management’s plan to accelerate investments ahead of next fiscal year.

Peers Sit Out the Move Klaviyo already reported its own Q2 on August 5, with revenue growth of 26.4% YoY and a raised full-year revenue outlook of $1.526 billion to $1.534 billion. That report is still doing the work today, keeping Klaviyo stock steady while Braze absorbs the guidance repricing.

Twilio (NYSE:TWLO), HubSpot (NYSE:HUBS), and Monday.com (NASDAQ:MNDY) round out the customer engagement and CRM peer group, and none is trading down in sympathy this morning. The flat move in the software fund confirms this is a single-name repricing, not a sector verdict on growth software.

The bull and bear cases are reading the same fact in opposite directions. The bulls point to Braze’s $1.1 billion in remaining performance obligations, up 27% YoY, plus a completed $50 million repurchase and a fresh authorization of the same size. The bears see softer near-term margins landing at a moment when the market wants proof of AI leverage now.

What to Watch Next Braze hosts its Forge 2026 flagship conference September 28-30 in Las Vegas, with an investor reception on Tuesday, September 29. Investors can watch for management’s commentary on AI Decisioning Studio, Agent Console adoption, and the newly signed three-year AWS strategic collaboration that expands Marketplace procurement and joint go-to-market.

Braze also flagged Q3 margin pressure tied to Forge, global customer events, and new sales capacity added ahead of next year, which is exactly the spending pattern reflected in the softer earnings guide. Traders can stay tuned for the first sell-side revisions on out-year estimates, which will decide whether today’s move gets bought back into the print.

Investors weighing their exposure should calibrate their holdings carefully given management’s decision to spend ahead of next year’s growth. Share positions should reflect the fact that Braze’s near-term margin dip is planned rather than accidental, and that the software fund held firm while a single name absorbed the guidance shock.

Contact [email protected] for any questions or corrections.

Vistra has spent nine months drifting lower while Wall Street piled up bullish price targets, and at least one major bank now sees a setup that looks nothing like the slow bleed playing out on the chart.

Vistra (NYSE:VST | VST Price Prediction) currently trades at $151.72, while the average Wall Street price target sits at $217.42. That gap implies roughly 43% upside, and one bank believes the stock could nearly double from here.

Vistra is one of the largest independent power producers in the country, running a nuclear, natural gas, solar and storage fleet alongside the TXU Energy retail brand. Wall Street has spent the past two years treating it as a pure-play beneficiary of the AI data center power boom, alongside Constellation and Talen. That is why the persistent 2026 drift matters. A stock that was supposed to compound AI demand has instead spent nine months moving backward.

A Slow Bleed From the Data Center Darling Trade Vistra’s decline has been a steady rerating of the entire independent power producer complex rather than a single blowup. Shares opened the year at $160.86 and are down 5.68% year to date and 18.87% over the past twelve months, well off the $218.91 52-week high.

The pressure points piled up quickly. Q2 revenue slipped 5.5% year over year to $4.02 billion, and GAAP net income was hit by $472 million in unrealized mark-to-market hedge losses. Management flagged that softer ERCOT forward curves were pushing 2027 EBITDA toward the low end of the $7.40B to $7.80B midpoint opportunity. Wholesale ERCOT prices sat around $30 per megawatt hour, a level CEO Jim Burke bluntly called “not going to get new stuff built.” Weather-driven weakness in the Texas retail book and lingering Moss Landing decommissioning risk added to the pressure.

Operationally, the fleet still delivered. Ongoing Operations Adjusted EBITDA jumped more than 30% year over year to $1.77 billion, and commercial availability held at 97% or better during Texas and PJM heat waves.

Why Scotiabank Sees Vistra Nearly Doubling The bull thesis has hardened rather than softened. Scotiabank carries the Street-high $298 target on VST with a Sector Outperform rating, implying roughly 96% upside. Analyst Andrew Weisel frames Vistra as the premier unregulated clean and firm power supplier positioned for the hyperscaler AI squeeze rather than as a traditional IPP. The four core pillars are scale (roughly 44 GW of capacity supplemented by the pending Cogentrix acquisition), co-location nuclear PPA upside benchmarked to peer Talen/Amazon and Constellation/Microsoft deals, ERCOT and PJM tightness, and downside protection from the retail book serving roughly five million customers.

Consensus is nearly as constructive. Recent catalysts include the Helix Digital Infrastructure JV with NVIDIA, KKR, and Kuwait Investment Authority, 20-year PPAs with Meta covering more than 2,600 MW at PJM nuclear sites, a 20-year AWS PPA at Comanche Peak for up to 1,200 MW, and Fitch’s upgrade of the corporate credit rating to Investment Grade. Those hyperscaler deals are the visible tip of a much wider buildout in power, cooling, and networking (we profiled seven of the suppliers behind it in a free AI infrastructure report). Analysts also point to roughly $6.5 billion of buybacks executed since November 2021, shrinking the share count by about 30% to roughly 336 million, with about $1.2 billion remaining under authorization targeted for completion by year-end 2027. Analyst targets are one data point, and the direction of recent revisions has been reiterations rather than cuts.

How the Merchant Power Peer Group Stacks Up Vistra has fallen alongside peers, and further than the closest names. Data center-linked IPPs have compressed together as ERCOT curves softened.

Constellation Energy (NASDAQ:CEG) trades near $299.05 against a $348.30 consensus target, implying roughly 16% upside. The Street is heavily bullish with 20 Buy-side ratings against 3 Holds, though CEG has already re-rated higher on its closed Calpine acquisition.

Talen Energy (NASDAQ:TLN) trades at $325.77 with a $459.94 target, implying roughly 41% upside. The stock sits well below its $451.28 52-week high, and 14 of 16 analysts rate it Buy.

NRG Energy (NYSE:NRG) trades at $119.64 with a $188.75 target, implying roughly 58% upside. That is the second-largest consensus gap in this group behind VST, though a lone Strong Sell rating sits alongside 14 Buys.

The largest analyst-implied upside in the group belongs to Vistra, whether measured by consensus or Scotiabank’s Street-high. That is what makes VST the most dislocated setup among the merchant power names.

What the Numbers Actually Show Vistra currently trades at $151.72, down 5.68% year to date and 18.87% over the past year. Over the same YTD stretch, the S&P 500 is up 12.32%, roughly an 18-point relative drag. The consensus $217.42 target across 20 analysts implies about 43% upside, and Scotiabank’s $298 implies roughly 96%. Shares trade at a 25 trailing PE and 14 forward PE.

The analyst posture breaks down as follows:

Strong Buy: 4 Buy: 15 Hold: 0 Sell: 0 Strong Sell: 1 Where I Come Down on Vistra The bull case works if the Cogentrix close, the Meta and AWS PPAs, and the Helix JV convert into visible 2027 EBITDA above the current guidance midpoint, and if ERCOT curves stop deteriorating. That is the specific path back to $217, and potentially closer to Scotiabank’s $298 if co-location premiums at Comanche Peak get priced in.

The bear case takes hold if $30 per MWh ERCOT power becomes structural rather than seasonal, hedge-driven GAAP volatility keeps unsettling generalist investors, and hyperscaler contracting slows. Management is already guiding toward the low end of the 2027 range, so the bear case is not hypothetical.

On balance the setup skews favorable. Operating EBITDA is climbing, the contracted backlog is real, and the analyst gap is wider than any peer in this space. I lean constructive, with the caveat that this remains a volatile name where patient investors will likely fare better than tactical ones.

Contact [email protected] for any questions or corrections.

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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.

The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

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.

LOS ANGELES--(BUSINESS WIRE)--The DJS Law Group reminds investors of a class action lawsuit against Celsius Holdings, Inc. (“Celsius” or “the Company”) (NASDAQ: CELH) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Shareholders who purchased shares of CELH during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.

CLASS PERIOD: February 21, 2025 to June 3, 2026

DEADLINE: November 3, 2026

CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Celsius marketed Alani Nu drinks to underage consumers despite the potential health risks the products could cause for people under the age of 18. Based on these facts, Celsius’ public statements were false and materially misleading throughout the class period.

If you are a shareholder who suffered a loss, contact us to participate.

WHY DJS LAW GROUP? DJS Law Group’s primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.

Join the case to recover your losses.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

IonQ, Inc. (IONQ) Analyst/Investor Day Transcript

Everest Group remains a buy, supported by strong capital returns, margin focus, and a favorable 2026 catastrophe outlook. EG is aggressively reducing legacy exposures, prioritizing profitability over premium growth, and executing significant share buybacks, driving a ~9% capital return yield. Reinsurance pricing is competitive, but EG's conservative investment portfolio and low leverage enable continued capital deployment and risk mitigation.

PHILADELPHIA--(BUSINESS WIRE)--With the 2026 NFL season just days away, Aramark Sports + Entertainment (NYSE: ARMK) announced a slate of new premium hospitality experiences, innovative food and beverage concepts, expanded local partnerships, and exclusive retail offerings across its eight NFL partner venues. Driven by chef-curated menu creations, collectible souvenirs, community collaborations, and reimagined premium spaces, Aramark's new lineup reinforces its commitment to delivering memorable.

Key Takeaways Five Below's Q2 net sales rose 22.9%, while comparable sales climbed 14.1% on robust shopper traffic.Comparable transactions increased about 13.6%, far outpacing the 0.4% rise in average transaction value.Five Below raised its fiscal 2026 outlook to $5.63-$5.71B in sales and $9.83-$10.31 in adjusted EPS. Five Below, Inc.’s (FIVE - Free Report) customer-centric strategy connects merchandising, marketing and stores through a responsive operating flywheel. The retailer is shifting from item-focused selling to curated product stories, redirecting marketing spend toward social and digital channels, simplifying pricing and enhancing the store experience. Faster trend detection and execution translate relevant assortments and compelling value into traffic, transactions and repeat engagement.

In the second quarter of fiscal 2026, net sales advanced 22.9% year over year to $1.26 billion, while comparable sales climbed 14.1%. The gain was primarily transaction-driven, with robust traffic from new and returning shoppers. Comparable transactions rose approximately 13.6%, versus a 0.4% increase in average transaction value. Five Below delivered a 26.5% two-year comp stack, marking its fifth consecutive quarter of double-digit comparable growth.

Demand was broad across customer cohorts, geographies and categories, including room, toys, tech and snacks. Trend-led offerings spanning Asian snacks, slime, squishies, licensed merchandise and back-to-school collections supported engagement. Customers acquired in 2025 returned during the first half of 2026, indicating that social storytelling and timely product drops are encouraging repeat visits.

Store expansion extends the strategy’s reach. Five Below opened 52 net new locations during the quarter and ended with 2,022 stores across 46 states. New stores continued to deliver strong performance. The company subsequently entered Idaho, its 47th state and continues exploring Pacific Northwest opportunities. Its planned Puerto Rico launch in the second half of 2027 provides another avenue for disciplined expansion.

Encouraged by the momentum, Five Below raised its fiscal 2026 outlook. The company projects net sales of $5.63-$5.71 billion, comparable-sales growth of 10-12% and adjusted EPS of $9.83-$10.31. Continued product relevance, digital engagement and store expansion support its growth prospects, positioning it to sustain customer loyalty and pursue durable growth.

FIVE’s Price Performance, Valuation & EstimatesShares of Five Below have gained 74% in the past year against the industry’s 15.2% decline. 

Image Source: Zacks Investment Research

From a valuation standpoint, Five Below is trading at a forward 12-month price-to-sales ratio of 2.37, up from the industry average of 1.55. It has a Value Score of B. 

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Five Below’s fiscal 2026 earnings implies year-over-year growth of 49.2%, whereas the same for fiscal 2027 indicates an uptick of 9.3%. Estimates for fiscal 2026 and 2027 have been revised upward by 76 cents and 90 cents, respectively, in the past seven days.

Image Source: Zacks Investment Research

Five Below currently sports a Zacks Rank #1 (Strong Buy).

Other Key PicksFIGS, Inc. (FIGS - Free Report) is an apparel company focused on the healthcare industry. Its offerings include lab coats, jackets, footwear, bags, socks and other accessories used by healthcare professionals. The company carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for FIGS’ current financial-year earnings and sales suggests growth of 89.5% and 18.2%, respectively, from the year-ago actuals. FIGS delivered a trailing four-quarter average earnings surprise of 201.8%.

Boot Barn Holdings, Inc. (BOOT - Free Report) is the largest lifestyle retailer in the United States, specializing in western and work-related footwear, apparel and accessories. The company also holds a Zacks Rank #2 at present.

The Zacks Consensus Estimate for Boot Barn’s current fiscal-year earnings and sales suggests growth of 22.6% and 15.7%, respectively, from the year-ago actuals. BOOT delivered a trailing four-quarter average earnings surprise of 11.4%.

Fossil Group, Inc. (FOSL - Free Report) is involved in designing, marketing and distributing consumer fashion accessories. It also carries a Zacks Rank #2.

The Zacks Consensus Estimate for Fossil Group’s current fiscal-year earnings suggests growth of 96.7% from the year-ago actuals. FOSL delivered a trailing four-quarter average negative earnings surprise of 236.2%.

Experts from Amazon, Microsoft, Moody’s, Boeing, Boston Consulting Group and other organizations will share strategies for turning enterprise information into action

BURLINGTON, Mass., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Progress Software (Nasdaq: PRGS), an AI infrastructure software leader, today announced the speaker lineup for the Progress Data Platform Summit 2026, taking place September 14-16 at the Hyatt Regency Reston in Reston, Virginia. Registration is now open.

The summit brings together technology leaders to explore how organizations achieve measurable business results from more effective data and AI initiatives. Through expert-led sessions, interactive discussions and networking, attendees will learn practical approaches for managing fragmented data effectively, building trusted information assets and operationalizing AI with the context and transparency needed to move confidently from pilot to production.

The event will feature a keynote presentation from Jonathan Brill, Futurist-in-Residence at Amazon and Forbes’ #1-ranked futurist, who will examine the convergence of AI, geopolitical, economic and societal trends and share strategies for turning emerging ideas into business action.

Featured speakers will share real-world experiences and lessons learned from innovative organizations including:

Kenyon Wilker, Senior Solutions Architect, AWSRyan Collins, Senior Manager, Data Governance, BoeingAkhil Raj, Global Product Director, Boston Consulting GroupBalvinder Dang, CEO, DatavidYonah Levenson, CEO/Strategist, Metadata Taxonomy StrategiesNicole Serafino, Principal Cloud and AI Solution Engineer, MicrosoftChris Smith, Enterprise Architect, Mississippi Division of MedicaidAri Lehavi, Head of Applied AI, Moody’sAijaz Baloch, EVP and Chief Data Scientist, Techlogix Progress executives and product experts will also share insights, including John Ainsworth, EVP and General Manager, Application and Data Platform; Cori Moore, President, Progress Federal Solutions; Matthieu Jonglez, SVP, Product and Engineering; and Eudald Camprubi, Software Fellow.

“Organizations are generating more data than ever, yet many still struggle to turn that information into faster decisions and measurable business results,” said John Ainsworth, EVP and General Manager, Application and Data Platform, Progress Software. “The Progress Data Platform Summit will showcase how organizations, from enterprise to government, can make better business decisions faster, helping improve performance and achieve better business outcomes.”

In his keynote, John Ainsworth will share a perspective on how the addition of Domo AI and data platform's capabilities to the Progress Data Platform could help organizations move more quickly from information to insight and from insight to action.

Sessions will examine how organizations are improving productivity, managing risk, accelerating innovation and increasing the value of enterprise information. Attendees will learn how leading enterprises and government agencies are establishing trusted data practices, operationalizing AI, strengthening cybersecurity and creating agile, data-driven organizations.

Progress is also inviting customers and partners to participate in the new Progress Data Platform Validation Program. The program provides opportunities to engage with Progress experts, share feedback based on enterprise requirements and use cases and help shape the continued evolution of Progress Data Platform and its capabilities.

To register and view the complete agenda and speaker lineup, visit the Progress Data Platform Summit 2026 webpage. To learn more about the Progress Data Platform Validation Program and to register your interest, visit the program webpage.

About Progress Software
Progress Software (Nasdaq: PRGS) provides the context and control organizations need to reliably extract value from AI—context drawn from an organization's data, content and workflows, and control over the security, governance and cost of their AI initiatives. Learn how hundreds of thousands of businesses, powering the work of tens of millions of professionals worldwide, realize value from trusted, enterprise-ready AI at www.progress.com.

Progress and certain product names used herein are trademarks or registered trademarks of Progress Software Corporation and/or one of its subsidiaries or affiliates in the U.S. and/or other countries. See trademarks for appropriate markings. All rights in any other trademarks contained herein are reserved by their respective owners and their inclusion does not imply an endorsement, affiliation or sponsorship as between Progress and the respective owners.

Press Contact:
Kim Baker
Progress Software
+1-800-477-6473
[email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/d4c58640-dc6c-456e-82fb-8a90c56a9c34

Progress Data Platform Summit 2026 Experts from Amazon, Microsoft, Moody’s, Boeing, Boston Consulting Group and other organizations wil...

LAUSANNE, Switzerland & SAN JOSE, Calif.--(BUSINESS WIRE)--Today, Logitech (SIX: LOGN) (NASDAQ: LOGI) released the results of The Workplace Equation research study of 1,700 workplace experience decision-makers in 11 countries, highlighting a critical gap between workplace intent and real-world execution. The findings show that while leaders recognize the importance of workplace experience on productivity and collaboration, siloed decision-making and delayed IT involvement are leading to widespr.

Fastest-growing powersports retailer delivers record 511 new Harley-Davidson motorcycle sales; Black Hills Harley-Davidson ranks No. 1 nationally in year-to-date new-bike sales

, /PRNewswire/ -- Sonic Automotive, Inc. (NYSE: SAH), one of the nation's largest automotive and powersports retailers and the only automotive and powersports retailer recognized on Newsweek's 2026 "Most Trustworthy Companies in America" list, today announced that Sonic Powersports set another sales record at the 86th annual Sturgis Motorcycle Rally, selling 1,135 motorcycles. The total included a record 511 new Harley-Davidson motorcycles, securing Black Hills Harley-Davidson as the No. 1 Harley-Davidson dealership in the nation for year-to-date new motorcycle sales.

Riders gather at Sturgis Harley-Davidson, which achieved a dealership-record 348 new and pre-owned motorcycle sales.

Over 550 Sonic Powersports teammates deployed across five locations to deliver a record-setting Rally.

Sonic Powersports assembled over 1,200 motorcycles in the Black Hills, driving a record 1,135 sales during the Sturgis Rally.

The achievement was powered by more than 1,200 new and pre-owned, rally-ready motorcycles deployed across Sonic's five Black Hills locations – the largest Harley-Davidson inventory ever assembled for the Rally under Sonic's ownership – and executed through the operational scale of the company's expanded national Harley-Davidson network. The result is a clear operating proof point for Sonic's strategy to build a larger, more connected powersports platform that can offer riders more selection, more access and a stronger guest experience.

"What we accomplished represents far more than another record at the Rally," said David B. Smith, Chairman and Chief Executive Officer of Sonic Automotive. "It validates the strategy behind the platform we are building: expanding our Harley-Davidson footprint, investing in the selection riders want, and giving our teammates the scale and support to execute at the highest level. We are seeing that strategy create a differentiated experience for riders and real momentum for Sonic Powersports."

"The annual Sturgis Motorcycle Rally is one of the most iconic gatherings in motorcycling – an event our customers, dealers and employees look forward to every year – and this year was a tremendous success," said Jonathan Root, Chief Financial and Commercial Officer of Harley-Davidson. "Sonic Powersports helped deliver the kind of unmatched Harley-Davidson customer experience that makes the Rally so special, bringing the scale, selection and commitment it takes to serve riders at the highest level."

2026 Sturgis Motorcycle Rally: Key Facts

Record retail performance: 1,135 new and pre-owned motorcycles sold, Sonic Powersports' highest Rally sales volume to date. Record new-motorcycle sales: 511 new Harley-Davidson motorcycles sold during the Rally. Sturgis Harley-Davidson: 348 new and pre-owned motorcycles sold, a dealership record; the location began selling motorcycles only one year ago. Rally operating scale: More than 550 Sonic Powersports teammates deployed across five Black Hills locations to support the Rally experience. "Sturgis is the Super Bowl of motorcycle retail, and our team came ready to compete," said Jeff Dyke, President of Sonic Automotive. "We brought more motorcycles, more teammates and more resources to the Black Hills than ever before. Riders found the selection, the people and the experience they were looking for. The outcome was another record — and more proof of what this growing platform can do."

A National Harley-Davidson Platform Built to Serve Riders

Sonic Powersports continues to be the fastest-growing powersports retailer in the country, with a national Harley-Davidson platform that now spans 20 rooftops and 46 franchises, including 13 Harley-Davidson locations: nine full-service Harley-Davidson dealerships and four Harley-Davidson retail locations focused on apparel and accessories. The network includes Black Hills Harley-Davidson and Sturgis Harley-Davidson in South Dakota, and Mancuso Harley-Davidson and Horny Toad Harley-Davidson in Texas. The 2026 additions included San Diego Harley-Davidson, Falcon's Fury Harley-Davidson in Conyers, Georgia, Space Coast Harley-Davidson in Palm Bay, Florida, Treasure Coast Harley-Davidson in Stuart, Florida, and Raging Bull Harley-Davidson in Durham, North Carolina, extending Sonic's reach in some of the country's most active riding markets and strengthening its ability to serve riders well beyond the Rally.

For more information about Sturgis Harley-Davidson, visit SturgisHD.com. To explore the Sonic Powersports network, visit SonicPowersports.com. Investors can find company information and filings at ir.sonicautomotive.com.

About Sonic Powersports

Sonic Powersports is the powersports division of Sonic Automotive, Inc. and continues to be the fastest-growing powersports retailer in the country. The platform operates 20 rooftops nationwide, representing 46 franchises and premium powersports brands, including Harley-Davidson, Kawasaki, BRP, Polaris, Honda, Suzuki, BMW Motorrad, Yamaha, Ducati and Indian Motorcycle. Sonic Powersports serves riders through new and pre-owned motorcycle sales, parts, service, authentic merchandise, and community experiences.

About Sonic Automotive

For more than 60 years, Sonic Automotive has pursued a single purpose: to deliver an experience for guests and teammates that fulfills dreams, enriches lives and delivers happiness. Founded in 1966 by Bruton Smith, Sonic Automotive today has more than 11,000 teammates across 173 automotive and powersports franchises in 145 locations, representing 24 automotive and 15 powersports brands.

Sonic Automotive was the only automotive and powersports retailer selected for Newsweek's 2026 Most Trustworthy Companies in America list. The company has helped more than 7 million guests purchase vehicles, delivered more than 40 million service experiences and earned more than 1 million five-star reviews by consistently putting people first.

Sonic Automotive. Driven By People. Inspired By Purpose. Learn more at SonicAutomotive.com and ir.sonicautomotive.com.

Contacts

Investor Inquiries: Heath Byrd, Executive Vice President and Chief Financial Officer; Danny Wieland, Vice President, Investor Relations | [email protected]
Media Inquiries: Sonic Automotive Media Relations | [email protected] 

SOURCE Sonic Automotive

By

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Published: Sep 9, 2026, 11:41 GMT+00:00

$169.91

+1.38%

IT security company Okta, Inc. (OKTA) up 94% YTD on AI demand, strong inflows.

OKTA

+1.38%

OKTA offers an enterprise identity management platform, including single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA, lifecycle management, and AI agent security. OKTA’s second-quarter 2027 report showed $805 million in revenue (an 11% year-over-year gain), per-share earnings of $1.05 (a 15.4% sequential gain), and offered full-year revenue and operating margin guidance of up to $3.226 billion and 26%, respectively.

No wonder OKTA shares are up 94% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.

Big Money Buying Okta Institutional volumes reveal plenty. In the last year, OKTA has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in OKTA shares. They reflect our proprietary inflow signal, pushing the stock higher:

Strong institutional inflows began in January but amplified in May, helping OKTA shares gain 80.8% in a year. Source: www.moneyflows.com Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Okta.

Okta Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, OKTA has had strong sales and earnings growth:

3-year sales growth rate (+16.3%) 3-year EPS growth rate (+383.6%) Source: FactSet

Also, EPS is estimated to ramp higher this year by +10.6%.

Now it makes sense why the stock has been generating Big Money interest. OKTA has a track record of strong financial performance.

Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.

Okta has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s had three Big Money outlier inflow signals in the last two years, gaining 42.3% since the first one in April 2025. The blue bars below shows when OKTA was a top pick…institutions are buyers:

Five outlier inflow signals in 2026 have helped boost OKTA shares by 94% in 2026. Source: www.moneyflows.com Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Okta Price Prediction The OKTA action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in OKTA at the time of publication.

If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.

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Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.

Latest news and analysis

Five S&P 500 stocks—VICI, PFE, VZ, T, F—offer 'safer' high yields, with free cash flow covering dividends and dividends from $1K invested exceeding share prices. Analyst projections indicate the top ten S&P 500 dividend dogs could deliver average net gains of 24.11% by September 2027, with risk/volatility 36% below the market. Dividend dog strategy favors contrarian buys on price pullbacks; most top-yielding stocks become attractive as market corrections bring yields in line with share prices.

Analog Devices (ADI.O) will acquire privately held Alif Semiconductor for $1.35 billion in ​cash, the companies said on Wednesday, ‌expanding ADI's on-device capabilities as AI applications increasingly move into physical systems.

The acquisition would ​combine ADI's sensing, signal-processing and power-management ​technologies with Alif's AI processors, allowing ⁠customers to build systems that can ​analyze and respond in real time.

Here are ​some more details:

Pleasanton, California-based Alif develops low-power processors that combine AI computing, data from sensors, ​connectivity and security functions for consumer ​and industrial applications.

Under the agreement, analog chipmaker ADI ‌will ⁠pay Alif $1.35 billion upfront and could make additional contingent payments of up to $200 million.

Alif's chips are already shipping and ​have secured ​customers in ⁠the consumer and industrial sectors.

PJT Partners and Qatalyst Partners ​are financially advising ADI and Alif ​on ⁠the deal, respectively.

Last month, Wilmington, Massachusetts-based ADI forecast fourth-quarter revenue and profit above Wall ⁠Street ​estimates, after reporting a ​40% rise in its third-quarter revenue.

BAHIA, Brazil--(BUSINESS WIRE)--The Alpha Project currently hosts an inferred 202 Mt at 1,520 ppm total rare earth oxide ("TREO") Ionic Adsorption Clay (“IAC”) resource within a district-scale land position that REA has previously identified as having the potential to become a large-scale IAC resource. Updated geological modeling indicates that the current resource was constrained by the depth limitations of historical auger drilling, rather than the limits of the mineralized system. The modeli.

 | Source: Paychex, Inc.

ROCHESTER, N.Y., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Paychex, Inc. (Nasdaq: PAYX), a leading provider of expert-enabled HR, payroll, and benefits, today announced that it is scheduled to release financial results for its fiscal 2027 first quarter ended August 31, 2026 on Wednesday, September 23, 2026, before the financial markets open.

The company will host a conference call at 9:30 a.m. ET on Wednesday, September 23, 2026 to discuss these results. Participating in this call will be John Gibson, President and Chief Executive Officer, and Bob Schrader, Chief Financial Officer.

The conference call will be webcast live and available for replay on the Paychex Investor Relations portal.

About Paychex
Paychex, Inc. (Nasdaq: PAYX) provides a comprehensive suite of expert-enabled technology and advisory solutions that help businesses manage HR, payroll, and benefits. Serving approximately 840,000 customers and paying 1 in 11 U.S. private sector workers, Paychex combines scale, trusted expertise, and innovation to help businesses succeed. Built on more than 50 years of workforce experience and one of the industry’s largest proprietary HR datasets, Paychex’s WISE agentic AI engine embeds intelligence directly into workflows to improve productivity, enhance decision-making, and deliver better outcomes. Learn more at paychex.com.

Paychex, Inc.’s news releases, current financial information, SEC filings, and investor presentations are accessible on the Paychex Investor Relations portal.