An Anthropic researcher has resigned over fears that unrestrained development of self-improving AI models will end up killing us all.
Jacob Coxon, a researcher who said in a social media post Tuesday evening that he spent the last three years working on pre-training research at both OpenAI and Anthropic, accused the firms of failing to act responsibly. He said the people racing to build this technology “earnestly believe it could kill us all by the end of the decade.”
“They are racing straight to self-improving superintelligence and gambling with our lives,” Coxon wrote in a thread on X.
Coxon joins a growing chorus in the industry calling for a slowdown before AI technology learns to improve itself — a milestone many believe would end human control over AI.
The public resignation comes amid growing pressure from policymakers and industry insiders to slow down AI development, following several incidents involving AI agents breaking out of their sandboxes and accessing the open internet.
The most serious so far have been OpenAI systems breaching Hugging Face’s servers, an event that researchers say remains poorly understood, due in part to the limited nature of the independent investigations into the incident. Around the same time, Anthropic’s AI agents also reached systems outside their test environments after misconfigurations in safety evaluations conducted by a third party inadvertently gave them paths to the internet.
Anthropic did not immediately return a request for comment on the resignation.
Here is the rest of Coxon’s warning and call to action:
Do not underestimate the power of this technology. These will soon be superhuman systems that can hack anything, revolutionize any field overnight, and acquire real power and resources. We have all witnessed the progress in each of these domains, and progress is not slowing.
The people building AI earnestly believe that it could kill us all by the end of the decade. This is not a marketing stunt. If anything, many executives and senior researchers will couch their phrasing in the press to sound sensible – but I hear the same people express fear privately. No other human activity poses this level of danger.
A common response is “if they truly believe this, why are they still building it?” At OpenAI, many have not deeply internalized the civilizational stakes. At Anthropic, the stakes are well-understood, but they are locked in a race to get there first – they believe no one else will act responsibly, so they must do it themselves, despite the risk.
Accepting this race and entering the “endgame” is a hubristic gamble that should not be launched from a private company’s Slack. Attempting to speedrun alignment should require extraordinary confidence that there are no better trajectories available.
I am optimistic about the potential for coordination. Warning shots like the Hugging Face attack have made pacing agreements between U.S. labs more viable. I don’t feel like we’re on track to prevent a global race, which may require costly actions such as a temporary ban on improving model capabilities.
If you are a lab researcher, I urge you to consider what the next few years will actually feel like. Do you want to kick off a superintelligent RL run without a rigorous understanding of its mind? Should you put your head down because “it’s happening anyway” – or take this moment to call for different conditions?
One of Coxon’s colleagues at Anthropic, Evan Hubinger, echoed the sentiment, saying his team does “earnestly believe AI could kill all humans!” He tempered his argument, though, saying the likelihood is greater than 10% within the next decade, and admitted that Anthropic doesn’t “have a plan to solve alignment for superintelligence and are not clearly on track to.”
A recent report from Guidelight AI Standards, an organization that promotes safe frontier AI development practices, found that few of the top AI labs have published containment response plans for shutting down AI that tries to subvert human control.
In his social media posts, Hubinger added that the risk from current models is low, but the fear compounds with “superintelligence arising from recursive self-improvement,” which is “happening faster than we thought.”
While half of the AI industry believes this sort of self-improvement will lead to humanity’s downfall, the other half hopes it will eventually help us solve all the seemingly far-fetched problems AI proponents say it will one day eliminate — cancer, climate change, and even world peace.
Anthropic and OpenAI aren’t the only companies actively chasing recursive self-improvement. A wave of startups has launched in recent months, with pedigreed founders and fat checks, to be the first to achieve this goal. Ricursive Intelligence raised $335 million at a $4 billion valuation in February; three months later, Recursive Superintelligence raised $650 million at a $4 billion valuation; and former Google DeepMind veteran Jeff Dean launched Discovery Loop last month.
“The creation of recursive self-improving loops, so an AI system that can build the next generation of AI system, which itself can build an even more powerful AI, which can build a more powerful AI, et cetera, et cetera, is the most likely candidate for the point we lose control,” Connor Leahy, U.S. executive director of AI safety nonprofit ControlAI, told TechCrunch. “It’s very hard to imagine shutting that down before it’s too late.”
Recent legislation has emerged in the U.S. and the U.K. to ban the development and deployment of superintelligence. Last week, Sen. Bernie Sanders (I-Vt.) and Rep. Greg Casar (D-Texas) introduced the Ban Artificial Superintelligence Act, and on Tuesday, British Labour MP Alex Sobel introduced the Artificial Superintelligence Security Bill in Parliament.
Leahy, who advised on both bills, noted that the U.K.’s legislation points to recursive self-improvement as a precursor to superintelligence that “must be regulated and prevented.”
“Superintelligence is not a tool,” Leahy said. “It’s not a weapon, even. It’s an adversary.”
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NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Hims & Hers Health, Inc. (“Hims & Hers” or the “Company”) (NYSE: HIMS) on behalf of investors that purchased or otherwise acquired Hims & Hers securities between August 4, 2025 and July 29, 2026 (the “Class Period”).
CLICK HERE TO JOIN THE CASE
If you are an investor in Hims & Hers and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than November 2, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
On July 29, 2026, the Federal Trade Commission (“FTC”), the People of the State of California through Los Angeles County Counsel and the Utah Division of Consumer Protection sued Hims & Hers in the Northern District of California. According to the FTC, the action alleges that Hims & Hers fails to clearly disclose that it charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is “right for them.” The FTC also alleges that the company has made it difficult for consumers to cancel subscriptions and misled consumers about keeping their health information private. The FTC alleges that Hims shared consumers’ health information with Meta, Snap and other third parties.
Following this news, the price of Hims & Hers stock fell $4.32 per share, or 14.73%, to close at $25.00 per share on July 29, 2026.
Based on the FTC allegations, the complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts to investors, including that (1) the Company shared consumers’ health information with third-party advertising platforms; (2) the Company charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers that they will be able to consult with a medical provider to find a treatment that is “right for them;” (3) the foregoing conduct subjected the Company to regulatory scrutiny; (4) as a result of the foregoing, the Company was reasonably likely to incur fees and penalties; and (5) as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
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Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
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Swedish defence group Saab (SAABb.ST) said on Wednesday it had received an order worth around 2.9 billion crowns ($302.99 million) from Sweden for continued work on future military aircraft.
Saab, maker of the Gripen fighter jet, said in a statement that it will develop new technologies for future manned and unmanned combat aircraft. The contract period is 2026-2028, with options to extend through 2030.
Prompted by Russia's invasion of Ukraine in 2022, Sweden is racing to build up its military strength, and has become NATO's newest member.
Saab in August showcased a full-scale concept model of a future potential unmanned combat air system.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Let's take a look at what these Wall Street heavyweights have to say about SoundHound AI, Inc. (SOUN - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
SoundHound AI currently has an average brokerage recommendation (ABR) of 1.75, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by eight brokerage firms. An ABR of 1.75 approximates between Strong Buy and Buy.
Of the eight recommendations that derive the current ABR, five are Strong Buy, representing 62.5% of all recommendations.
Brokerage Recommendation Trends for SOUN
Check price target & stock forecast for SoundHound AI here>>>
The ABR suggests buying SoundHound AI, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Is SOUN a Good Investment?In terms of earnings estimate revisions for SoundHound AI, the Zacks Consensus Estimate for the current year has increased 21.8% over the past month to -$0.16.
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for SoundHound AI. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for SoundHound AI may serve as a useful guide for investors.
CAMBRIDGE, Mass., Sept. 09, 2026 (GLOBE NEWSWIRE) -- Editas Medicine, Inc. (Nasdaq: EDIT), a pioneering gene editing company developing transformative medicines for serious diseases, today announced the grant of an inducement award to the Company’s newly appointed Chief Medical Officer, Daniel Ory, M.D. In connection with Dr. Ory’s appointment, the Editas Medicine Board of Directors approved a stock option grant to Dr. Ory as an inducement material to Dr. Ory entering into employment with Editas Medicine in accordance with Nasdaq Listing Rule 5635(c)(4). The stock option provides for the purchase of up to 950,000 shares of Editas Medicine common stock at a price of $3.03 per share, the closing price per share of Editas Medicine common stock as reported by Nasdaq on the date of grant, and vests over four years, with 25 percent of the shares vesting on the 15th day of the month immediately following the first anniversary of Dr. Ory’s start date, and the remainder vesting ratably at the end of each subsequent month thereafter, subject to Dr. Ory’s continued service relationship with Editas Medicine through the applicable vesting dates.
About Editas Medicine
As a pioneering gene editing company, Editas Medicine is focused on translating the power and potential of CRISPR genome editing systems into a robust pipeline of transformative in vivo medicines for people living with serious diseases around the world. Editas Medicine aims to discover, develop, manufacture, and commercialize durable, precision in vivo gene editing medicines for a broad class of diseases. Editas Medicine is the exclusive licensee of Broad Institute’s Cas12a patent estate and Broad Institute and Harvard University’s Cas9 patent estates for human medicines.
On Holding (ONON - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this running-shoe and apparel company have returned -11.8%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Retail - Apparel and Shoes industry, which On Holding falls in, has lost 14.2%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
On Holding is expected to post earnings of $0.47 per share for the current quarter, representing a year-over-year change of -6%. Over the last 30 days, the Zacks Consensus Estimate has changed -10.5%.
The consensus earnings estimate of $1.73 for the current fiscal year indicates a year-over-year change of +78.4%. This estimate has changed -3.4% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $2 indicates a change of +16.1% from what On Holding is expected to report a year ago. Over the past month, the estimate has changed -7%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, On Holding is rated Zacks Rank #5 (Strong Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of On Holding, the consensus sales estimate of $1.15 billion for the current quarter points to a year-over-year change of +16.1%. The $4.33 billion and $5.15 billion estimates for the current and next fiscal years indicate changes of +18.9% and +18.9%, respectively.
Last Reported Results and Surprise HistoryOn Holding reported revenues of $1.08 billion in the last reported quarter, representing a year-over-year change of +18.5%. EPS of $0.44 for the same period compares with -$0.11 a year ago.
Compared to the Zacks Consensus Estimate of $1.11 billion, the reported revenues represent a surprise of -3.42%. The EPS surprise was 0%.
Over the last four quarters, On Holding surpassed consensus EPS estimates three times. The company topped consensus revenue estimates three times over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
On Holding is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about On Holding. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.
NEW YORK, Sept. 9, 2026 /PRNewswire/ -- Purcell & Lefkowitz LLP announces that it is investigating Cohu, Inc. (NASDAQ: COHU) on behalf of the company's shareholders.
Signet (SIG - Free Report) came out with quarterly earnings of $2.19 per share, beating the Zacks Consensus Estimate of $1.69 per share. This compares to earnings of $1.61 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +29.59%. A quarter ago, it was expected that this jewelry company would post earnings of $1.32 per share when it actually produced earnings of $1.56, delivering a surprise of +18.18%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Signet, which belongs to the Zacks Retail - Jewelry industry, posted revenues of $1.53 billion for the quarter ended July 2026, missing the Zacks Consensus Estimate by 0.04%. This compares to year-ago revenues of $1.54 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Signet shares have lost about 0.3% since the beginning of the year versus the S&P 500's gain of 12.1%.
What's Next for Signet?While Signet has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Signet was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.74 on $1.39 billion in revenues for the coming quarter and $10.66 on $6.84 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Retail - Jewelry is currently in the top 14% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Retail-Wholesale sector, 1-800-Flowers.com (FLWS - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on September 10.
This flower and gift retailer is expected to post quarterly loss of $0.79 per share in its upcoming report, which represents a year-over-year change of -14.5%. The consensus EPS estimate for the quarter has been revised 1.7% lower over the last 30 days to the current level.
1-800-Flowers.com's revenues are expected to be $293.6 million, down 12.8% from the year-ago quarter.
Signet (SIG - Free Report) reported $1.53 billion in revenue for the quarter ended July 2026, representing a year-over-year decline of 0.5%. EPS of $2.19 for the same period compares to $1.61 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.53 billion, representing a surprise of -0.04%. The company delivered an EPS surprise of +29.59%, with the consensus EPS estimate being $1.69.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Signet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Change in Same store sales - North America segment: 1.9% compared to the 1.9% average estimate based on two analysts.Number of Stores - Total: 2,534 compared to the 2,543 average estimate based on two analysts.Number of Stores - International segment: 252 versus 249 estimated by two analysts on average.Change in Same store sales - Total: 2.2% compared to the 2% average estimate based on two analysts.Number of Stores - North America segment: 2,282 versus 2,294 estimated by two analysts on average.Change in Same store sales - International segment: 6% compared to the 2.4% average estimate based on two analysts.Sales- North America segment: $1.43 billion versus the two-analyst average estimate of $1.43 billion. The reported number represents a year-over-year change of +0.1%.Sales- International segment: $96.6 million compared to the $92 million average estimate based on two analysts. The reported number represents a change of +5.2% year over year.Sales- Other segment: $3.2 million versus $4.15 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -80.7% change.View all Key Company Metrics for Signet here>>>
Shares of Signet have returned -12.7% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
George Tsilis breaks down the biggest earnings movers kicking off Wednesday's trading day, including Chewy (CHWY), which sold off when revenue missed Wall Street estimates. Shares in Casey's (CASY) fell even steeper even though it beat on earnings.
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.
[url="]Cognyte Software Ltd.[/url] (NASDAQ: CGNT) (the âCompany,â âCognyte,â âwe,â âusâ and âourâ), a global leader in AI-powered investigat
Key Takeaways Intellia's BLA for lonvo-z received FDA acceptance and priority review for treating HAE.The FDA is expected to pass a final decision on the lonvo-z BLA by March 10, 2027.Intellia filed the BLA for lonvo-z based on positive results from the Phase III HAELO study. Intellia Therapeutics (NTLA - Free Report) announced that the FDA has accepted the biologics license application (BLA) seeking approval for lonvoguran ziclumeran (lonvo-z; formerly NTLA-2002), an in vivo CRISPR-based gene-editing therapy, for the treatment of hereditary angioedema (HAE).
With the FDA granting a priority review to the BLA, a decision from the regulatory body is expected on March 10, 2027.
If approved, lonvo-z will become the world’s first in vivo CRISPR-based therapy and the only one-time treatment for HAE.
The regulatory body has informed Intellia that it does not currently plan to hold an advisory committee meeting to discuss the BLA for lonvo-z.
In April 2026, Intellia initiated a rolling submission of a BLA to the FDA seeking approval for lonvo-z for the treatment of HAE.
NTLA’s Price PerformanceYear to date, shares of Intellia have rallied 41.7% compared with the industry’s increase of 11.2%.
Image Source: Zacks Investment Research
NTLA’s Recent Progress With Lonvo-zThe BLA for lonvo-z was based on positive data from the global phase III HAELO study.
The phase III HAELO study met its primary endpoint and all key secondary endpoints, with a one-time infusion of lonvo-z reducing attacks by 87% compared with placebo over the six-month efficacy evaluation period.
In June 2026, the company reported additional positive data from the HAELO study, further highlighting lonvo-z's potential to deliver meaningful disease control for HAE patients.
HAE is a rare genetic disorder marked by recurrent, potentially life-threatening swelling caused by excess bradykinin.
The company plans to commercially launch lonvo-z in the first half of 2027, upon potential approval in the United States.
NTLA’s Other Pipeline ProgressBesides lonvo-z, Intellia’s other lead candidate, nexiguran ziclumeran (nex-z; formerly NTLA-2001), a CRISPR-based gene-edited therapy, is being developed in collaboration with Regeneron Pharmaceuticals (REGN - Free Report) .
While NTLA is the lead party in the deal for nex-z, REGN shares 25% of the development costs and commercial profits.
Nex-z is being evaluated in two late-stage studies, MAGNITUDE and MAGNITUDE-2, for treating ATTR amyloidosis with cardiomyopathy (ATTR-CM) and ATTR amyloidosis with polyneuropathy (ATTRv-PN), respectively. If the data from the studies are found to be positive, it should likely enable global regulatory filings for nex-z.
NTLA’s Zacks Rank & Stocks to ConsiderIntellia currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Repligen (RGEN - Free Report) and Anika Therapeutics (ANIK - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Repligen’s 2026 earnings per share have risen from $1.99 to $2.06, while estimates for 2027 have increased from $2.57 to $2.61 during the same time. RGEN’s shares have gained 2.9% year to date.
Repligen’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 16.80%.
Over the past 60 days, estimates for Anika Therapeutics’ 2026 bottom line have moved from a loss of 12 cents per share to earnings of $1.05 per share. Earnings estimates for 2027 have increased from 16 cents to 95 cents during the same time. ANIK’s shares have surged 119% year to date.
Anika Therapeutics’ earnings beat estimates in each of the trailing three quarters, with the average surprise being 950.00%.
Index Dow Jones -0,78 % na 52374,21 b. S&P 500 -0,56 % na 7630,36 b. Nasdaq Composite -0,78 % na 26216,41 b.
Ve středeční seanci americké indexy otevírají v červených úrovních, když hlavní příčinou poklesu je eskalující konflikt mezi USA a Iránem, včetně uzavřeného Hormůzského průlivu. K dalšímu bombardování ze strany Iránu došlo poté, co USA zaútočily a zničily pět íránských ropných tankerů, čímž zintenzivnily konflikt s Teheránem, který se táhne již šest měsíců. Vzhledem k tomu, že si obě strany vyměňují další útoky, naděje na brzké vyřešení bojů se vytratily. Během návštěvy Kolumbie americký ministr zahraničí Marco Rubio naznačil, že odvetné útoky pravděpodobně brzy neustanou, a varoval Írán, že „ztratí tankery“, když se pokusí „zasáhnout americké válečné lodě“. Investory a celý svět tak nyní trápí nárůst cen ropy, který oživil obavy, že vyšší náklady na energie by mohly udržet inflaci na vysoké úrovni a přesvědčit centrální banky k zpřísnění politiky. Výnosy amerických státních dluhopisů se v této souvislosti zvýšily. Referenční výnos 10letých amerických státních dluhopisů se v úterý krátce dostal nad 4,8 %, což je blízko nejvyšší úrovně od listopadu 2023, což zvýšilo relativní atraktivitu dluhopisů a zvýšilo náklady na půjčky pro firmy a spotřebitele. Trhy a investoři se nyní zaměřují na údaje o inflaci v USA, které mají být zveřejněny koncem tohoto týdne, přičemž se očekává, že index spotřebitelských cen v pátek poskytne nové vodítka o směru politiky Fedu. Podle názoru analytiků rostou sázky na zvýšení úrokových sazeb ze strany FEDu v příštím týdnu a to v souvislosti s obnovenými obavami z inflace. Podle CME FedWatch trhy odhadovaly pravděpodobnost nárůstu o čtvrtinu bazického bodu zhruba na 60 %, oproti zhruba 40 % před týdnem.
V centru dění je dnes ropa a proražení ceny Brentu nad 100 USD/barel je pro trhy významným psychologickým milníkem, ale větší obavou je, co to znamená pro inflaci. Dlouhodobý ropný šok by mohl udržet vysoký cenový tlak a zkomplikovat cestu centrálním bankám, které se již tak potýkají s obtížným politickým prostředím. Dnes byly také reportovány od EIA surové zásoby ropy ke dni 2.9., které klesly o 4,5 mil. barelů, když trh očekával menší pokles o 2,5 mil. barelů. Lehká ropa WTI v reakci na situaci roste o 3,1% a dostává se k úrovni 95,8 USD/barel. tato situace je příznivě nakloněna akciím v těžebním sektoru černého zlata a tak akcie těžaře APA ( APA ) dnes posilují o 1,9% a také akcie těžebního obra Exxon Mobil ( XOM ) se posunují výše na tržní ceně o cca 2%. V kladných úrovních se drží také akcie britské skupiny BP ( BP ), jež rostou o 1,6% a také akcie brazilského těžaře Petrobrasu ( PBR ) obchodují výš o cca 1,5%. a ještě lépe jsou na tom akcie Occidentalu Petroleum ( OXY ) se ziskem cca 2,5% a daří se také akciím Shellu ( SHEL ), které přidávají cca 1%. Za zmínku stojí také akcie amerického výrobce a dodavatele těžního zařízení Halliburtonu ( HAL ), které přidávají na tržní ceně více než 2% a také akcie francouzského konkurenta Schlumbergeru ( SLB ) přidávají na tržní ceně více než 3,5%.
Poměrně slušně dnes za přispění geopolitického rizika a oslabujícího dolaru profituje žlutý kov, který přidává cca 0,5% a dostává se k úrovni 4 460 USD/Troy. unci. Tato situace hraje do karet akciím v těžebním sektoru zlata a tak akcie největšího kanadského těžaře posilují na tržní ceně o cca 1,5% a také akcie jeho amerického konkurenta Newmontu ( NEM ) jsou na tom podobně se ziskem necelých 1,5%. Za pozornost stojí také akcie známého těžaře Eldorado Gold ( EGO ), které posilují na tržní ceně o cca 2,9%.
Z indexu S&P 500 zaznamenávají největší pokles akcie amerického řetězce obchodů se smíšeným zbožím Casey's General Stores který reportoval výsledky hospodaření za první kvartál fiskálního roku 2027, jeho porovnatelné tržby zaostaly za očekáváním. Akcie Casey's General Stores ( CASY ) se ocitají pod tlakem investorů a ztrácí -16%.
Index S&P 500 -0,56 % na 7630,36 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +0,8 % Zbytná spotřeba -1,6 % Finanční sektor -0,3 % Utility -1,2 % Zdravotní péče -0,3 % Průmysl -1,2 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Meta Platforms (META) +7,0 % Casey's General Stores (CASY) -16 % Datadog (DDOG) +5,4 % Vertiv Holdings (VRT) -6,9 % Marvell Technology (MRVL) +4,8 % Booking Holdings (BKNG) -4,8 % Lumentum Holdings (LITE) +3,5 % Tractor Supply (TSCO) -4,5 % F5 (FFIV) +3,3 % Kimberly-Clark Corp (KMB) -4,4 %
Luboš Bedrník
Fio banka, a.s.
Prohlášení
Canadian bank strategists expect USD/CAD rallies to attract sellers, with support near 1.3720 ahead of a possible retreat towards 1.3500-1.3550. The US Dollar to Canadian Dollar (USD/CAD) exchange rate edged higher on Wednesday after two consecutive daily declines, as traders assessed fresh US restrictions on Canadian goods.
At the time of writing, USD/CAD was up 0.12% at 1.3795, recovering some of Tuesday’s 0.20% fall.
Latest — Exchange Rates:
Dollar to Canadian Dollar (USD/CAD): 1.37947 (+0.12%)
Pound to Canadian Dollar (GBP/CAD): 1.870651 (+0.26%)
Euro to Canadian Dollar (EUR/CAD): 1.606438 (+0.28%)
Foreign exchange strategists at Scotiabank expects the broader decline to resume, with improving Canadian Dollar fundamentals supporting its bearish view of the pair.
“USD support is 1.3715/35 ahead of the decline back to the 1.3500/50 region.”
That puts the bank’s first support area at 1.3715-1.3735, followed by a potential move towards 1.3500-1.3550.
Trade restrictions draw a muted response Washington’s latest measures will ban certain Canadian dairy products, motorcycles and most alcoholic beverages from September 29, following Canada’s retaliatory tariffs on US goods.
Scotiabank reported little immediate currency reaction to the announcement, following a similarly restrained assessment of President Trump’s weekend comments about Canada’s exchange rate.
“If the White House does have a beef with the low CAD, some further clarity is required.”
The bank’s estimated fair value for USD/CAD has edged down to 1.3736, below the current market rate.
This is a model estimate of equilibrium rather than a dated exchange-rate target, but its direction supports Scotiabank’s assessment that underlying Canadian Dollar drivers are improving.
Image: USD to CAD exchange rate 3-month chart The Canadian bank argues that last week’s failed US Dollar recovery established firm resistance in the low-to-mid 1.39 area.
“Trend momentum is USD-bearish across short-, medium-, and long-term studies, meaning that moderate USD gains (through the mid-1.38s) are likely to draw selling interest.”
We think that makes the response to a rebound towards 1.3850 particularly useful in judging this prediction.
Renewed selling there would reinforce Scotiabank’s call, while a sustained recovery into the 1.39 area would challenge its expectation that the downtrend is resuming.
Exchange Rates UK Research Our currency coverage draws on live market data, official economic releases and published bank research.
Scotiabank strategists Shaun Osborne and Eric Theoret note GBP/USD is steady after reaching a one-week high, with the British Pound (GBP) supported by rising Bank of England (BoE) tightening expectations and sensitivity to higher Oil prices. Markets see little chance of a move next week but price incremental hikes into year-end. They highlight a clear bullish trend from June, with resistance near 1.3650 and support around 1.3480.
Pound holds bullish trend despite fiscal risks"The pound is also entering Wednesday’s NA session unchanged vs. the USD after – also – hitting a fresh one week high. As with the EUR and the ECB, we note the GBP and BoE’s greater sensitivity to oil price gains as policymakers seek to achieve their price stability mandates."
"The short-term rates market is still pricing very little chance of a policy adjustment at next Thursday’s meeting, but pricing about 17bpts of tightening for November 5th and a cumulative 32bpts by December 17th."
"Fiscal risk remains elevated as market participants look to the release of the UK budget in late October. In terms of data, we continue to note the absence of any material releases ahead of Friday’s trade and industrial production figures."
"Neutral/bullish – the RSI is marginally above 50 but showing fractional gains reflecting the latest recovery in spot over the past week or so. The magnitudes are minimal."
"The daily chart reveals a clear bullish trend from June with a sequence of higher lows and higher highs. We note the absence of any material resistance ahead of 1.3650 and see support closer to 1.3480."
(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor. Know more.)
INJ‘nin arkasındaki Injective projesi aslında blockchain üzerinde finans işlerini yapmayı kolaylaştırmaya çalışıyor. Yani merkeziyetsiz borsa, vadeli işlemler, gerçek dünya varlıkları ve farklı finans uygulamalarını tek bir ekosistemde toplamayı hedefliyor. Bu da projeye sadece bir coin olmaktan daha fazlasını katıyor.
INJ tarafında bence en dikkat çekici konulardan biri arz yapısı. Piyasaya sonradan gelecek büyük miktarda token baskısı bulunmuyor. Bunun yanında ağdan elde edilen gelirlerin bir kısmıyla INJ geri alınıp yakılıyor. Yani proje büyüdükçe piyasadaki INJ miktarını azaltmaya yönelik bir sistem de bulunuyor. Bu durum uzun vadede token için önemli bir avantaj olabilir.
İlginizi Çekebilir: Bitcoin’de Dengeleri Değiştirecek İki Faktör!
Teknik olarak incelersek:
INJ/USDT paritesi günlük grafiği. 4$ desteğinden tepki aldıktan sonra yükseliş yaşayan INJ, ilk direnç seviyesi olan 6.13$ bölgesinden ret aldı. Bu ret sonrasında destek bölgesine kadar geri çekilen INJ, buradan aldığı tepkiyle yeniden yükselişe geçti ve 6.13$ bölgesini günlükte kazanmayı başardı. Artık önümüzdeki ilk hedef bölgesi 7$ olarak karşımıza çıkıyor. Bu bölgedeki likiditeyi almak için yükselişin devamını görebiliriz. Ancak paritenin şu an geldiği seviyeler yeni alım yapmak için oldukça pahalı. Bu nedenle son tepe yükselişini başlatan 5.14$ bölgesi, hem daha uygun fiyatlı hem de güçlü alıcıların bulunduğu bir alan olması nedeniyle olası geri çekilmelerde alım için takip edilebilir.
Son dakika kripto para haberleri için hemen tıkla
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With AI and big data tokens experiencing renewed capital rotation, Injective is pumping. In fact, after successfully holding $5.3, Injective finally reclaimed and flipped $6 resistance.
In doing so, the altcoin jumped to a three-month high of $6.7. As of this writing, Injective traded around $6.39, marking a 13.15% surge on the daily charts.
The price hike was supported by a 172% surge in trading volume, reflecting increased capital deployment and market activity.
Injective’s staked supply hit ATH Although capital rotation into AI coins is a major sector-wide boost, Injective is experiencing its own motivating factors. For starters, altcoin’s strong jump seems driven by rising demand from stakers and reduced supply.
As such, Injective reached a new all-time high in total tokens staked. Reportedly, over 58.8 million INJ tokens worth approximately $370 million are now staked on-chain.
Source: Injective This jump in the amount of INJ staked made Injective one of the leading L1 chains by total staked supply.
With almost 59% of the supply already staked, tokens available for immediate selling have plunged extensively, with only 34 million INJ in circulation.
Such a significant drop in supply has increased scarcity, which often strengthens tokens and leads to more gains.
INJ goes live on Robinhoodcrypto Additionally, INJ went live on Robinhood Crypto, thus expanding Injective’s user base. With the integration, Injective posited that millions of users will now easily access the INJ ecosystem for its on-chain markets, RWAs, and tokenized stocks.
As Injective expands its market reach, the network activity is growing, especially driven by real-world asset tokenization. As a result, Injective is one of the leading chains in tokenization.
The chain has now tokenized over $1 billion in residential mortgage records. Also, Injective seeks to migrate over $10 billion in assets in the coming months.
Can the rally continue? With market supply reducing, Injective’s upside pressure is emerging as dominant. For instance, INJ currently sits above the least squares moving averages, a clear sign of this bullish dominance.
Source: Tradingview At the same time, the altcoins’ Relative Strength Index (RSI) has held on an upward trajectory for four days, rising to 70. At these levels, RSI suggests bulls have total dominance of the market.
Often, such a setup has preceded some gains on the price charts. Therefore, if current conditions persist, Injective will close above $6.7 and eye a move past $7.
Source: CoinGlass However, the recent price hike attracted profit-taking, which presents a pullback risk. Since INJ reclaimed $5 four days ago, Netflow has held positive, rising to $1.8 million.
Increased profit taking explains why the upside is slowing down, and if it continues, a drop below $6 will follow, with $5.6 as support.
Final Summary INJ soared 13%, flipped $6 resistance, and climbed to a three-month high of $6.7 before a slight retrace. Injective reached a new ATH in INJ staked, with $58.8 million worth approximately $370 million staked on-chain.
Robinhood US now supports INJ transfers. You can trade USD for INJ, send it from Robinhood, and receive it in a self custody wallet on Injective.
The direct route uses native INJ. No bridge is required. Robinhood lists INJ among its supported transfer assets and lists one network confirmation for INJ deposits.
Keplr is the primary wallet in this tutorial because it displays the native Injective address that begins with
The public Robinhood US page for buying Injective.Trade INJ on Robinhood, copy the native Injective address from any supported crypto wallet, and submit the transfer.What You NeedTo complete this tutorial, you need:
A verified Robinhood Crypto accountA Keplr or Metamask wallet with Injective availableEnough buying power to purchase INJRobinhood's transfer verification can take up to five business days.
Step 1. Copy your Injective address from KeplrOpen Keplr and select Injective from the network list.
Copy the address shown for the account. A native Injective address begins with
Check the first and final characters after copying it.
Copy the native Injective address from Keplr.Step 2. Trade USD for INJ on RobinhoodOpen Robinhood and search for Injective or INJ.
Select Buy. Enter the amount, choose the available order option, review the purchase, and submit it.
Wait for INJ to appear as an available balance. Unsettled funding and transfer limits can restrict the amount you can send.
Trade INJ through Robinhood US.Step 3. Send INJ to KeplrOpen the INJ detail page in Robinhood and select Send.
Paste the native Injective address copied from Keplr. Enter the amount you want to send.
Confirm these fields before continuing.
The asset is INJ.The destination is the Keplr address you copied.The address begins with The displayed network matches Injective.The amount leaves enough room for the estimated network fee.Start with a small test transfer. Robinhood displays the network fee before submission and does not add its own transfer fee.
Select Review. Compare the address one more time, then select Submit.
Send native INJ from Robinhood US to Keplr.Step 4. Confirm the INJ balance on InjectiveOpen the Robinhood transfer status and copy the transaction ID. Refresh Keplr and confirm the INJ balance. You can also check the transaction ID or recipient address in InjScan.
Robinhood lists one confirmation for INJ deposits, with an estimated network time of about one second. Its account review can add time.
Robinhood shows the transfer while it moves onchain.Confirm the received INJ balance in Keplr.Keplr displays the native Injective address used in this tutorial. It begins with
MetaMask displays an EVM address that begins with
If INJ sending is unavailable in your accountCheck for a verification prompt, funding hold, transfer limit, or network maintenance. Wait when Robinhood identifies a temporary restriction.
Use USDC as a fallback only when the direct route is not available to your account.
Buy or hold USDC in Robinhood.Open MetaMask on Ethereum and copy its Send USDC from Robinhood over Ethereum to that MetaMask address.Add ETH to MetaMask for the bridge transaction fee.Open the Injective CCTP Bridge.Set Ethereum as the source and Injective as the destination.Approve USDC and confirm the transfer in MetaMask.Confirm the native USDC balance on Injective.
The source selected in Robinhood must match the bridge source. This Ethereum route produces native USDC on Injective.
USDC trading is unavailable through Robinhood Crypto in Texas. Check the live asset and transfer controls before funding this fallback.
Common errorsThe Send button is missingComplete Robinhood's crypto transfer verification. Then check for a funding hold, account restriction, transfer limit, or network maintenance notice.
Robinhood rejects the addressReturn to Keplr and copy the address under Injective. Confirm that it begins with
The full balance is not availableRecent bank funding can remain unsettled. Open Account, Menu, then Crypto to view the current transfer limit.
Keplr does not show the balanceRefresh Keplr and select Injective. Check the recipient and transaction status in InjScan.
USDC reached MetaMask but cannot moveConfirm that the USDC is on Ethereum and that MetaMask has ETH for the network fee. Set Ethereum as the source inside the CCTP Bridge.
Regional availabilityRobinhood US and Robinhood Europe support direct INJ transfers. Robinhood Europe documents native
Robinhood UK does not support crypto deposits or withdrawals to external wallets through its current Bitstamp UK integration. UK users need an exchange that supports outbound native INJ.
Check the live transfer screen before buying.
Move INJ onchainYour INJ is ready to use once Keplr shows the balance on Injective. Connect Keplr to Injective Hub to access staking, governance, and applications across the network.
About InjectiveInjective is the first blockchain purpose-built for finance, enabling users, institutions, and AI agents to trade, tokenize, and transact at scale. Proudly made in America, Injective provides foundational blockchain infrastructure for global markets, with embedded financial primitives spanning stablecoins, real-world assets, payments, and programmable perpetuals through a unified onchain engine. Injective is used by Fortune 500 companies, banks, fintechs, and governments to power an open economy where any asset can be accessed anytime, from anywhere. Builders can deploy across multiple virtual machines like WASM and EVM, connect to native financial modules, and launch markets with deep liquidity from day one. INJ is the native token powering the rapidly growing Injective ecosystem and the new internet economy.
Kraken Opens a Direct USDC Bridge to InjectiveKraken has added native USDC deposits and withdrawals on Injective, giving users a direct path between the exchange and the network. Capital can now flow between Kraken and Injective without routing through another blockchain or relying on wrapped tokens.
The integration removes a step that previously added friction for traders moving stablecoins onchain. Kraken users can withdraw USDC directly to an Injective address and deposit it back through the same network, streamlining access to Injective's onchain markets.
Why Native USDC Matters for InjectiveThe Kraken integration builds on a broader shift for Injective that began in May 2026. , giving the network a regulated dollar asset issued directly by Circle rather than through a bridge.
Sources:
Kraken Blog: USDC deposits and withdrawals now available on Injective
Injective Blog: Native USDC and CCTP live on Injective
Circle Blog: USDC and CCTP are coming to Injective
Nebius just auctioned its first Blackwell capacity above any price it has ever charged, and management says it could sell all of 2027 right now but is choosing not to. Whether that restraint makes the stock a buy at these…
At its current $243.88 share price, Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) looks compelling for investors focused on the next leg of AI compute pricing power. Shares have run hard, but management’s most recent disclosures suggest the pricing story is only beginning to inflect.
Nebius operates a full-stack AI cloud platform spanning compute, storage, managed services, and inference, with its Token Factory targeting open-model deployment. NVIDIA‘s (NASDAQ:NVDA) strategic equity investment and Exemplar Cloud designation place Nebius inside the reference architecture for Blackwell and Vera Rubin builds, alongside anchor contracts with Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT). The stock has climbed from $88.62 at the February 2026 filing to today’s level as capacity milestones and record run-rate revenue have landed in sequence.
Why Full-Capacity Pricing Is the Real Story The Q2 earnings call reframed the thesis. CEO Arkady Volozh said Nebius “could sell today our entire 2027 capacity on these terms if we wanted to”, but is deliberately holding capacity back for premium short-duration deals. Its first Blackwell capacity auction cleared 15% above the highest price the company had ever charged, and short-duration contracts are being negotiated at $40 million to $50 million per megawatt versus $20 million to $25 million on mid-term deals.
Q2 revenue reached $582.3M, up 454% YoY, with group adjusted EBITDA of $236 million at a 41% margin. Management raised contracted power to 5 gigawatts by year-end, RPO stands at $37.5B, and ARR guidance of $7B to $9B by year-end 2026 was reaffirmed. Four landmark Q2 deals averaged more than a billion dollars each.
Where the Bear Argument Bites Hardest The build is capital-intensive at unprecedented scale. FY 2026 capex guidance sits at $20 billion to $25 billion, and Q2 interest expense surged to $95 million from roughly $4.8 million a year prior. Convertible debt carries $8.5B at cost but $20.8B in fair value, embedding real dilution risk. The ATM program placed 12.7 million Class A shares at an average of $224, with 12.3 million shares still authorized.
Three customers accounted for 24%, 21%, and 14% of Q2 revenue. GAAP net loss came in at $190.4M despite the EBITDA inflection, and revenue missed consensus in three of the four quarters preceding the Q2 beat. FY 2026 EPS consensus has been cut to -$2.5183 from -$1.6233 ninety days ago.
Reasons Some Investors Would Rather Sit Tight NBIS is up 191.36% YTD versus 12.32% for the S&P 500, and trades at roughly 45x forward earnings and 45x trailing sales. Much of the ARR ramp, 5 GW power target, and 40% EBITDA margin outlook is arguably discounted at these levels. Execution on Pennsylvania (1.2 GW), Finland (310MW), and Missouri (1.2 GW) sites still has to land on schedule, and every one of those gigawatts has to be powered and cooled by somebody (we rounded up seven suppliers doing exactly that work in a free AI infrastructure report).
Patient investors could wait for Q3 revenue to validate the $906.6M consensus and Q4 to test the ARR range. Cost of patience is real if auction pricing keeps climbing, and so is the cost of adding at fresh 52-week highs.
What the Data Actually Says Nebius trades at $243.88 with a market cap near $61.5B and forward P/E near 45. The 4-analyst mean target of $286.69 sits above the current share price, though price targets are one data point and not a guarantee. The ratings breakdown:
Strong Buy: 1 Buy: 2 Hold: 1 Sell: 0 Recent performance separates NBIS from the market: up 22.22% in one week, 29.74% over one month, 191.36% YTD, and 280.71% over one year. SPY returned 0.55% for the week, -0.94% over one month, and 12.32% YTD. FY 2026 revenue consensus sits at $3.34B across 17 analysts, rising to roughly $11.97B for FY 2027.
Verdict on Nebius at Current Levels At $243.88, the setup for Nebius Group looks constructive. Here is why.
Q2’s pricing signal is the pivotal development. When a supplier can auction Blackwell capacity 15% above its prior high and command $40 million to $50 million per megawatt on short-duration deals, ARR guidance of $7B to $9B reads as a floor built on mid-term contracted pricing that management is deliberately leaving room to exceed.
Three near-term catalysts drive the path higher: Q3 and Q4 2026 results validating ARR against the $906.6M and $1.45B consensus prints, an initial 2027 revenue guide from management, and additional asset-backed debt at SOFR plus 250 basis points that eases reliance on dilutive equity. The July $775M facility is the template. Scaling it makes the convertible overhang more manageable.
Risk/reward at $243.88 demands careful sizing after a 191% YTD run. The thesis breaks if Q3 revenue misses the $906.6M bar, if the 5 GW power target slips, or if auction pricing rolls over. Short of those signals, the setup favors owning the operator that keeps proving pricing power in a supply-constrained market.
Contact [email protected] for any questions or corrections.
PARIS & HERNDON, Va.--(BUSINESS WIRE)---- $BKSY #analytics--BlackSky named exclusive provider of very high-resolution EO constellation for initiative to build world's largest AI infrastructure in space.
Key Takeaways LHX secures its largest PAC-3 propulsion contract to date, covering key interceptor components.LHX is expanding PAC-3 MSE manufacturing capacity with two new Camden facilities expected in 2027.LHX's Missile Solutions revenues rose 14%, while its contractual backlog reached $10.5B. L3Harris Technologies, Inc. (LHX - Free Report) is expanding its position in missile defense propulsion following a new $4.7 billion contract from Lockheed Martin. Announced on Sept. 8, 2026, the seven-year undefinitized contract award covers propulsion systems for the PAC-3 Missile Segment Enhancement (“MSE”) interceptor. The award is L3Harris’ largest PAC-3 propulsion contract to date and provides visibility into production activity.
The contract covers production of the PAC-3 MSE’s two-pulse solid rocket motor, Lethality Enhancer and Attitude Control Motors. These propulsion components support the interceptor and could sustain production as demand for missile-defense capabilities increases. The agreement builds on the procurement framework established among L3Harris, the Department of War and Lockheed Martin.
L3Harris is increasing its manufacturing capacity to support higher PAC-3 MSE volumes. The company broke ground in June on two new facilities at its Camden, AR, site, with both expected to become operational in 2027. The facilities are designed to increase production, improve throughput and modernize solid rocket motor manufacturing. These investments could help L3Harris accommodate higher demand.
The PAC-3 award adds to the momentum in L3Harris’ Missile Solutions business. Second-quarter revenues increased 14% year over year to $1.05 billion, driven by higher Propulsion Systems production and development volumes across missile and munitions programs. The segment ended the quarter with $10.5 billion in the contractual backlog, providing a base of future work. The new PAC-3 award could strengthen long-term revenue visibility as the company expands its production footprint.
Companies Expanding Missile Defense ProductionRising demand for missile-defense capabilities is encouraging defense contractors to increase production of interceptors, propulsion systems and related technologies. Lockheed Martin Corporation (LMT - Free Report) and RTX Corporation (RTX - Free Report) are two major U.S. defense companies positioned across the missile-defense supply chain.
Lockheed Martin is the prime contractor for the PAC-3 MSE interceptor, directly benefiting from higher production of the system supported by L3Harris’ propulsion award. This creates growth opportunities across both the interceptor and propulsion supply chains.
RTX develops missile-defense systems and interceptors for the Patriot air-defense architecture. Its exposure to these programs provides an avenue to benefit from continued investment in expanding U.S. air- and missile-defense capabilities.
Earnings Estimates for LHXThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests year-over-year growth of 9.79% and 14.44%, respectively.
Image Source: Zacks Investment Research
LHX Stock Is Trading at a DiscountLHX is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 1.93X compared with the industry average of 2.36X.
Image Source: Zacks Investment Research
LHX Stock Price PerformanceOver the past year, LHX shares have fallen 7.2% compared with the industry’s 7.7% decline.
Image Source: Zacks Investment Research
LHX’s Zacks RankLHX currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Expand Energy (EXE - Free Report) Expand Energy Corporation is a leading U.S.-based natural gas producer formed through the merger of Chesapeake Energy Corporation and Southwestern Energy Company. The all-stock merger, completed on Oct. 1, 2024, established a premier natural gas-focused company with leading positions in the Haynesville and Appalachian basins, premium drilling inventory and proximity to key liquefied natural gas (LNG) and domestic demand markets. The merger strengthened scale, operational efficiencies and financial resilience, supporting an investment-grade balance sheet, enhanced credit capacity and significant shareholder returns, while positioning the company to meet growing global energy demand.
EXE is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. EXE has a Growth Style Score of B, forecasting year-over-year earnings growth of 44.9% for the current fiscal year.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.37 to $8.84 per share. EXE boasts an average earnings surprise of +7.2%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, EXE should be on investors' short list.
Míru „utrpení“ akciového trhu bychom mohli na té základní úrovni měřit tím, zda ceny rostou, nebo klesají (a o kolik). Z určitého pohledu by ale byly lepším měřítkem valuace – pokud jsou historicky vysoko, trh rozhodně netrpí, i když může zrovna oslabovat. A naopak. Dnes se ale podíváme na „utrpení“ jinde – ne na Wall Street ale na tzv. Main Street. Včetně malých firem. Co o celé ekonomice a možná nakonec i akciovém trhu říká výsledný obrázek?
Obecně se dá chápat, že čím, vyšší inflace a čím vyšší nezaměstnanost, o to se lidem žije ekonomicky hůře. Součet těchto dvou proměnných je tak používán jako tzv. index utrpení. Jako měřítko problémů přitom začíná kulhat třeba v dezinflačním, nebo deflačním útlumu. Nebo ve chvíli, kdy každý další procentní bod inflace není pro lidi stejně problematický, jako každý další bod nezaměstnanosti. Berme tedy tento index s rezervou a podívejme se na následující graf, který ukazuje jeho konkrétní hodnoty od roku 1990:
Zdroj: X
Po roce 2020 se hodnota zmíněného indexu prudce zvedla a stále se pohybuje znatelně nad hodnotami z období po roce 2015. Ovšem po roce 2000 až do roku 2015 byla situace celkově mnohem horší než v posledních letech. Přitom mám pocit (a skutečně jen pocit), že míra ekonomické nespokojenosti a tenzí je nyní v USA (a nejen tam) výrazně vyšší, než před po řadu let po roce 2000. Což by samozřejmě bylo na hlubší úvahu, už ne z čistě ekonomického pohledu. Zde bych ještě chtěl poukázat na následující:
Pro malé firmy je podle posledního průzkumu NFIB největším problémem inflace a nedaleko na ní zdanění. Pak s určitým odstupem kvalita práce a už s docela velkým odstupem vládní regulace, náklady práce a další. Když se přitom podíváme na výsledky podobných průzkumů mezi velkými společnostmi obchodovanými na americkém akciovém trhu, centrum pozornosti je jinde – směřuje na umělou inteligenci. Tedy její příležitosti a rizika. K tomu jsou třeba v průzkumu PWC ze srpna letošního roku zmiňována cla a geopolitická nejistota. A tím se dostávám k obrázku, který jsem tu ukazoval v pondělí. Navzdory jeho nadpisu nejde o rizikovou prémii akciového trhu ale určitý celkový ukazatel optimismu na akciích (mix prémie a růstových očekávání):
Zdroj: X
Připomínáme si tedy, že míra optimismu je nyní na americkém trhu již nějakou dobu hodně vysoká – rozdíl mezi obráceným PE a (reálnými) desetiletými výnosy dluhopisů je nyní jen na 2,8 %. Což znamená, že růstová očekávání jsou hodně vysoko a cena za riziko na akciích hodně nízko (celkový optimismus vysoko). Optimističtější byli investoři jen kolem vrcholu internetové bubliny. Porovnání s prvním grafem pak ukazuje, že:
Pesimismus na Main i Wall Street rostl cca do roku 2011, na akciích pak ale soustavně klesal. Ale u indexu utrpení bylo dosaženo nejnižších úrovní kolem roku 2019. A pak se začal zase zvedat. Což by se dalo shrnout tak, že po tomto roce se začala tvořit občas zmiňovaná ekonomika tvaru K. U umělé inteligence se přitom dá uvažovat o scénářích, které by toto „K“ ještě posilovaly. Ale dnes jsme mimo jiné z popsané perspektivy viděli, že jeho základy byly položeny už před lety. Co s ním? Výběr více, či méně (či vůbec) elegantních řešení je docela velký, ale to už je téma samo o sobě. Jen jedno číslo nakonec: Nejbohatší 1 % domácností vlastní v USA 47 % akciového trhu.
Includes Monday Night Hockey and over 100 additional matchups
The best sports entertainment experience now includes more games than ever before
TORONTO, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Rogers Communications today announced the addition of exclusive Sportsnet+ content to TV packages at no additional cost, including over 150 NHL games.
“Rogers Xfinity brings sports fans more NHL games than ever before and the best seat in the house,” said Bret Leech, President, Residential. “By adding content exclusive to Sportsnet+ into our TV packages, we’re bringing more value to Rogers Xfinity customers and making it easier for them to seamlessly catch all the action with our world-class platform.”
Starting September 29, Rogers is adding three new digital channels with the exclusive content to Rogers Xfinity TV packages that have Sportsnet, making it the best place for hockey fans to catch NHL action all season long. Customers do not need to take any action and can simply use their award-winning voice remote to find NHL games, including Monday Night Hockey and over 100 additional matchups along with other exclusive sports content.
Rogers Xfinity TV customers with Sportsnet in their package now have more reasons to watch with the exclusive content in the Sportsnet+ add-on package, valued at $12.99 per month, included automatically.
For more information on Rogers Xfinity TV, visit rogers.com
About Rogers Communications Inc.
Rogers is Canada’s communications, sports and entertainment company, and its shares are publicly traded on the Toronto Stock Exchange (TSX: RCI.A and RCI.B) and on the New York Stock Exchange (NYSE: RCI). For more information, please visit rogers.com or about.rogers.com/investor-relations.
For more information:
Rogers Communications [email protected]
1-844-226-1338
Nationwide event on Saturday, Sept. 12, will showcase locally made goods, with the first 20 customers at each store receiving a limited-edition tote designed by an FFA member
BRENTWOOD, Tenn.--(BUSINESS WIRE)--Tractor Supply Company (NASDAQ: TSCO), the largest rural lifestyle retailer in the United States, is celebrating the people who grow, make, bake and create in communities across the country with its nationwide Harvest Fest on Saturday, Sept. 12. From 10 a.m. to 2 p.m. local time, participating Tractor Supply stores will welcome local farmers, makers, bakers and artisans to sell their goods in a farmers market-style event for the community.
“Out Here, our neighbors grow, make, bake and build incredible things every single day,” said Eric Jackson, Vice President of Marketing at Tractor Supply. “Harvest Fest is an opportunity to celebrate those talents and support local entrepreneurs. Many of these makers shop our aisles every week, so it’s a privilege to showcase their hard work and celebrate the communities that make Life Out Here so special.”
Adding a special FFA connection to this year's Harvest Fest, the first 20 customers at each store will receive a free limited-edition tote designed by FFA member Mia Harman of Bonners Ferry, Idaho. In April, Tractor Supply hosted a design contest for FFA members, inviting students to submit a bag design for the chance to receive a $250 Tractor Supply gift card as well as a $1,000 gift card for their FFA chapter to use toward funding future projects. Mia’s winning design captures the essence of life on the farm with livestock, produce and an idyllic barn, and is centered around the phrase “Rooted in Ag.”
Popular Harvest Fest items include handmade crafts such as birdhouses, wind chimes, jewelry, crocheted items and custom-forged knives; homemade cakes, bread, hot sauce and popcorn; local honey, canned goods, fresh produce and so much more. After attendees fill their totes, they can browse Tractor Supply’s extensive lineup of seasonal farm-inspired accents and Halloween costumes and décor. Customers will also receive a coupon for $1 off Pepsi products with a $5 spend, while supplies last.
To further support FFA members, customers can donate to Tractor Supply’s FFA Future Leaders fundraiser at checkout in-store or online until Sunday, Sept. 20. Donations fund scholarships for FFA members pursuing studies in skilled trades or agriculture-related fields.
For details on your community’s Harvest Fest event, visit your local Tractor Supply store or find a location at TractorSupply.com/store-locator.
About Tractor Supply Company
For more than 85 years, Tractor Supply Company (NASDAQ: TSCO) has been passionate about serving the needs of recreational farmers, ranchers, homeowners, gardeners, pet enthusiasts and all those who enjoy living Life Out Here. Tractor Supply is the largest rural lifestyle retailer in the U.S., ranking 290 on the Fortune 500. The Company’s more than 54,000 Team Members are known for delivering legendary service and helping customers pursue their passions, whether that means being closer to the land, taking care of animals or living a hands-on, DIY lifestyle. In store and online, Tractor Supply provides what customers need – anytime, anywhere, any way they choose at the low prices they deserve.
As part of the Company’s commitment to caring for animals of all kinds, Tractor Supply is proud to include Petsense by Tractor Supply, a pet specialty retailer, Allivet, a leading online pet and animal pharmacy, and VIP Petcare, the largest provider of mobile veterinary care in the U.S., in its family of brands. Together, Tractor Supply is able to provide comprehensive solutions for pet care, livestock wellness and rural living, ensuring customers and their animals thrive. From its stores to the customer’s doorstep, Tractor Supply is here to serve and support Life Out Here.
As of June 27, 2026, the Company operated 2,463 Tractor Supply stores in 49 states and 209 Petsense by Tractor Supply stores in 23 states. For more information, visit www.tractorsupply.com and www.Petsense.com.
Tractor Supply Company (TSCO) Barclays 19th Annual Global Consumer Staples Conference September 9, 2026 8:15 AM EDT
Company Participants
Harry Lawton - President, CEO & Director
Kurt Barton - Executive VP, CFO & Treasurer
Conference Call Participants
Seth Sigman - Barclays Bank PLC, Research Division
Presentation
Seth Sigman
Barclays Bank PLC, Research Division
All right. Good morning, everybody. Thanks for coming. My name is Seth Sigman. I am the U.S. hardline, broadline food retail analyst here at Barclays. My pleasure to have the management team of Tractor Supply with us today, Hal Lawton, President and CEO; Kurt Barton, EVP, CFO and Treasurer. We also have Mary Winn Pilkington, SVP, IR and Public Relations, in the audience somewhere. I don't know -- there she is. Perfect.
Interesting time for Tractor Supply, a lot we want to cover today. I guess, first for you, Hal, to kick it off, high level, Tractor Supply has discussed a number of external drivers influencing the business over the last few quarters. We'll also talk a lot about the company-specific opportunities. But if we could just level set here, maybe frame down the top-down view of the business right now. What are some of the key factors, key end market dynamics that you're seeing? And what are you most and least optimistic about as we sort of look out?
Question-and-Answer Session
Harry Lawton
President, CEO & Director
Yes. Good morning, everyone, and thanks for joining us today, and thanks, Seth, for the question, and thanks for having us here.
As Seth mentioned, kind of, if we start at the high level, Tractor Supply participates in a large market. We estimate our market to be $225 billion in size. We're the largest player in our market at around 7% to 8% market share. If you just kind of look at it over multi-decades, it's a very attractive
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Equinor (EQNR - Free Report) Headquartered in Stavanger, Norway, Equinor ASA is an integrated energy company, with operations across 30 countries. The company is the largest supplier of pipeline gas to Europe. Equinor is also a leading seller of crude oil. The company has expanded upstream operations outside conventional offshore resources to shale oil and gas plays. At 2025-end, the company had estimated proved reserves of 5,183 million barrels of oil equivalent (Boe), compared with 5,571 million Boe at 2024-end. The reserve replacement ratio was 48% in 2025.
EQNR is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 8.56; value investors should take notice.
Three analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.32 to $5.07 per share. EQNR also boasts an average earnings surprise of +10.5%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, EQNR should be on investors' short list.
Bitmine just loaded up on nearly 30,000 more Ethereum tokens, pushing its treasury toward a staggering size that rivals its entire stock market value. But the real question is whether this buying spree moves the price of ETH or simply…
Bitmine Immersion Technologies (NYSE:BMNR | BMNR Price Prediction) added 28,086 Ethereum over the past week, lifting its Ethereum (CRYPTO:ETH) treasury to 5.93 million tokens and its total crypto and cash holdings to $15.7 billion as of September 8, 2026. With Ethereum trading around $2,500, the company’s ETH portfolio alone is worth nearly $15 billion, while the larger figure also includes cash and other crypto assets.
BMNR is trading at $24.97, up 35.49% over the past month but still down 40.8% over the past year. At roughly $15.06 billion, its market value is now close to its crypto holdings. If Bitmine keeps buying Ethereum at this pace, does the buying eventually push ETH higher, or does the bigger impact show up in BMNR’s stock instead?
How Bitmine’s Treasury Model Works
A crypto treasury company raises money in the public markets and uses it to buy digital assets for its balance sheet. That makes the stock a leveraged bet on the coin because shareholders are exposed to both the treasury’s value and the underlying asset’s performance. When Ethereum rises, the value of Bitmine’s holdings rises with it, which can push BMNR higher. When ETH falls, the same exposure works in reverse, and the stock can take a bigger hit.
The way Bitmine funds its purchases also affects what existing shareholders own. If the company uses cash already on its balance sheet, shareholders keep the same claim on the treasury. If Bitmine issues new shares to raise money for more ETH, the treasury gets bigger, but so does the number of shares competing for it. The strategy only works for existing shareholders if the additional ETH adds enough value to offset that dilution.
Bitmine’s mining operation is based at its Silverton, Texas facility, where it runs 4,640 machines and generates roughly $1.2 million a quarter. The company has since shifted its focus heavily toward Ethereum, with MAVAN, its Made in America Validator Network, launching on March 25, 2026. The platform allows Bitmine to stake its ETH and earn fees from the treasury, with Tom Lee estimating that fully staking the holdings could generate about $374 million a year.
Bitmine’s Buying Is Not the Same as Ethereum Demand
Bitmine holding 5.93 million ETH removes a meaningful amount of supply from the market, which can support the price at the margin if the company continues accumulating. But one company buying heavily does not prove that demand for Ethereum is spreading across the wider market. ETH still depends on broader capital flows, ETF activity, and overall liquidity, with Bitmine’s purchases representing just one part of that picture.
There is also a limit to what can be inferred from the size of Bitmine’s treasury. The company is accumulating ETH for its own balance sheet and staking strategy, but that does not mean other businesses are preparing to use ETH for payments, settlement, or network fees.
The release does not identify a settlement asset, partner network, or fee-sharing arrangement that would create additional demand for ETH, so Bitmine’s buying should be viewed as one large buyer accumulating the asset, rather than evidence of a broader corporate adoption trend.
Tom Lee’s $6,000 Ether Forecast Comes With a Conflict to Consider
Tom Lee said on August 28, 2026, that Ethereum could reach $6,000 by the end of the year if Bitcoin climbs to $150,000 and the ETH-to-BTC ratio rises from around 0.03 to 0.04. However, Lee’s work at Fundstrat and his role at Bitmine both stand to benefit from a stronger Ethereum price, so his $6,000 target is worth considering alongside the incentives.
Bitmine has been buying heavily into an asset that has suffered a sharp longer-term decline. The company’s Q4 FY25 disclosure showed that ETH had fallen roughly 50% from its ATH of $4,953 reached in August 2025, creating unrealized losses on the treasury. Bitmine still reported $328.16 million in FY2025 net income and fully diluted earnings of $13.39 per share, but the value of its massive ETH position will continue to move with the coin.
If Lee’s forecast is right, those purchases could look very different by year-end. If ETH falls further, the size of the treasury also means the losses could grow quickly.
Does This Move ETH, or Just BMNR? Bitmine is building one of the largest corporate ETH treasuries through a listed company, and BMNR’s market value now sits close to the value of its crypto holdings, giving shareholders high-beta exposure to Ethereum while adding potential staking income through MAVAN.
For ETH holders, the case is less convincing because Bitmine’s purchases remove some coins from the market but do not create the kind of broad demand that can sustain a global asset on its own. The bigger question is whether other buyers follow, particularly through ETFs and institutional channels, while Ethereum continues to attract demand from staking and network activity.
The key questions are whether Bitmine keeps buying ETH at this pace, how much of the buying comes from new shares, and whether the ETH-to-Bitcoin ratio moves from 0.03 toward Lee’s 0.04 target. If those three factors move in Bitmine’s favor, BMNR could benefit significantly from an Ethereum recovery.
For now, the stronger case is that Bitmine’s strategy could move BMNR more than it moves ETH.
Contact [email protected] for any questions or corrections.
Oddity Tech (ODD - Free Report) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.92 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +66.67%. A quarter ago, it was expected that this online retailer of cosmetics and beauty products would post a loss of $0.04 per share when it actually produced a loss of $0.17, delivering a surprise of -325%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Oddity Tech, which belongs to the Zacks Internet - Software industry, posted revenues of $180.52 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.27%. This compares to year-ago revenues of $241.14 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Oddity Tech shares have lost about 67.6% since the beginning of the year versus the S&P 500's gain of 12.1%.
What's Next for Oddity Tech?While Oddity Tech has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Oddity Tech was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.10 on $118.35 million in revenues for the coming quarter and $0.06 on $619.4 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Penguin Solutions, Inc. (PENG - Free Report) , has yet to report results for the quarter ended August 2026.
This company is expected to post quarterly earnings of $0.75 per share in its upcoming report, which represents a year-over-year change of +74.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Penguin Solutions, Inc.'s revenues are expected to be $512.5 million, up 51.7% from the year-ago quarter.
It's Not Too Late to Jump on These Under-the-Radar Momentum PlaysODDITY Tech NASDAQ: ODD reported second-quarter 2026 net revenue of $181 million, down 25% from a year earlier, as its IL MAKIAGE brand continued to face higher customer-acquisition costs tied to an advertising-account dislocation with its largest ad partner.
Management said the quarterly revenue result came in at the favorable end of its prior guidance range for a 25% to 30% decline. Adjusted EBITDA was $13 million, above the company’s outlook of $8 million to $10 million, while adjusted diluted earnings per share totaled $0.20.
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Oddity Tech's AI-Powered Debut Sparks Optimism For '23 IPO MarketCo-founder and CEO Oran Holtzman said the company remains focused on resolving the issue affecting IL MAKIAGE’s ability to reach intended audiences through its main advertising partner. He said ODDITY and the advertising partner are conducting intensive testing and that the company believes the issue is technical and related to “audience drift” in the partner’s algorithm rather than underlying brand demand.
“Once it’s behind us, we are back to growth,” Holtzman said, adding that IL MAKIAGE has a pipeline of products that the company intends to support once customer-acquisition costs normalize.
IL MAKIAGE Pressure Weighs on Sales and Margins Global CFO Lindsay Drucker Mann said IL MAKIAGE’s advertising disruption affected first-order revenue most heavily, while also reducing repeat purchases tied to advertising activity. Companywide net revenue from first orders declined about 40% year over year in the second quarter, driven by IL MAKIAGE, while repeat-order revenue fell about 20%.
Average order value declined approximately 8% from the prior-year period. Drucker Mann attributed the decline largely to lower IL MAKIAGE average order values, reflecting fewer first orders, which typically carry higher order values than repeat purchases, as well as a product-mix shift away from IL MAKIAGE skin products.
Gross margin fell to 68.7% from 72.3% a year earlier, a decline of approximately 360 basis points. The company cited lower average order values as a factor. Drucker Mann said ODDITY does not view the margin pressure as structural, noting that its longer-term gross-margin expectation remains in the high-60% range and that improved acquisition conditions should allow the company to resume optimizing for average order value.
Holtzman said the company is also expanding its efforts across distribution and advertising channels to make the business more resilient, though he did not announce specific initiatives. He said maintaining a substantial direct-to-consumer business remains important because of the customer data it provides.
SpoiledChild and METHODIQ Provide Growth Areas While IL MAKIAGE faced pressure, management highlighted continued momentum at SpoiledChild and early progress from the recently launched METHODIQ brand.
SpoiledChild is expected to grow at least 35% in 2026 and approach $350 million in net revenue, according to Holtzman. He said the wellness brand continued to generate strong customer cohort metrics, including average order value and repeat purchasing. Twelve-month net-revenue repeat rates at SpoiledChild are above 100%, management said.
The company said SpoiledChild has been affected by the same advertising-algorithm issue, but to a lesser degree than IL MAKIAGE. ODDITY increased acquisition spending behind SpoiledChild during the quarter, citing attractive expected 12-month contribution margins. Holtzman said the company plans to continue international expansion for the brand and has more than eight products and categories planned for next year.
METHODIQ, which launched several months ago, is expected to generate more first-year revenue than SpoiledChild did in its first year, according to management. The medical-grade brand launched with 30 products spanning non-prescription offerings, prescription products and personalized treatment protocols.
Holtzman pointed to hyperpigmentation as an early area of traction for METHODIQ. The brand uses computer vision to assess dark spots and uneven skin tone, with the resulting data provided to a healthcare provider that can issue a personalized treatment plan. He said one of METHODIQ’s products, Melanex 509, uses ODDITY LABS’ patented molecule combination called ODDL1007.
The company also plans to expand METHODIQ into additional categories in 2027. Holtzman said a category of particular interest is longevity and metabolic health, where the company intends to offer legally available prescription injectable and peptide therapies.
Outlook Calls for Sequential Improvement For the third quarter, ODDITY expects net revenue to decline approximately 5% year over year, representing a meaningful improvement from the first half of 2026. The company expects adjusted EBITDA of $18 million to $20 million.
For the full year, ODDITY forecast a net-revenue decline of approximately 19% and adjusted EBITDA between $30 million and $32 million. Drucker Mann said the company expects stronger repeat revenue in the second half but is maintaining a conservative fourth-quarter outlook because it has not yet determined how much advertising spending will be directed toward testing versus revenue generation.
The company ended the quarter with $561 million in cash equivalents and investments, while its $350 million in credit facilities remained undrawn. During the quarter, ODDITY repurchased 5.6 million shares for $80 million, bringing year-to-date repurchases to 11.7 million shares for $163 million. The company said those repurchases reduced ordinary shares outstanding by approximately 20%, with about $87 million remaining under its $200 million repurchase authorization.
ODDITY also repurchased $50 million face value of its zero-coupon June 2030 exchangeable notes for $35 million during June. Management said it plans to remain opportunistic in managing its capital structure.
About ODDITY Tech (NASDAQ:ODD)Oddity Tech Ltd. operates as a consumer tech company that builds digital-first brands for the beauty and wellness industries in the United States and internationally. It serves consumers worldwide through its AI-driven online platform, which uses data science, machine learning, and computer vision capabilities to identify consumer needs, and develop solutions in the form of beauty and wellness products. The company sells beauty, hair, and skin products under the IL MAKIAGE and SpoiledChild brands.
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Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or a GPU slip.
Nebius Group (NASDAQ: NBIS | NBIS Price Prediction) and IREN (NASDAQ: IREN) both just delivered results that reveal how differently two AI infrastructure builders can attack the same shortage. Nebius reported Q2 FY26 on August 12, showcasing a from-scratch cloud platform. IREN followed on August 27 with a Bitcoin miner turning its power footprint into GPU factories. Same tailwind, wildly different playbooks.
Software Stack Lifts Nebius. Power Portfolio Lifts IREN. Nebius booked $582.3 million in Q2 revenue, up 454% year over year, with the AI Cloud unit alone hitting $574.9 million and a 50% adjusted EBITDA margin. CEO Arkady Volozh told investors “We could sell today our entire 2027 capacity on these terms if we wanted to”, a rare position for a cloud operator. Aether, Token Factory, and the Tavily acquisition, whose developer community grew to more than 2.5 million, extend Nebius beyond bare metal.
IREN posted $137.2 million in revenue, down 26.75%, as mining rigs came offline. A $450.4 million non-cash impairment drove a $684.0 million net loss. The pivot story is inside the mix: AI Cloud revenue reached $70.5 million and more than doubled sequentially. CEO Daniel Roberts framed the edge plainly: “Signing deals is not the bottleneck in this market. Bringing GPUs online is.”
Scale Versus Efficiency, Side by Side Lens Nebius IREN Core Bet Full-stack AI cloud plus software Owned power, land, and data centers Contracted Backlog $37.5B RPO $4B contracted ARR target by Dec 2026 Power Pipeline 5GW year-end target 5GW+ pipeline Anchor Deal $27B Meta Platforms (NASDAQ:META) agreement $3.4B NVIDIA (NASDAQ:NVDA) contract Nebius is optimizing for pricing power. Its first capacity auction cleared at a price 15% above its prior high for Blackwell. IREN is optimizing for cost per megawatt. Recent three-year deals price above $20 million per MW, with active talks near $25 million, and Roberts noted “Every megawatt we build is scarce.”
What Decides the Next Four Quarters I will be watching whether Nebius can convert its $40 billion-plus in customer commitments into asset-backed financing without leaning on equity again after selling 12.7 million shares at $224. You should watch whether IREN delivers Horizons 2 through 4 to Microsoft (NASDAQ:MSFT) on schedule, since a significant portion of December-quarter capacity comes online late. Both stories hinge on execution.
Why I Lean Nebius for Now, But Keep IREN Close Personally, I lean toward Nebius today. A 50% AI Cloud EBITDA margin, a software layer that lifts monetization, and $8 billion in cash make the scale-out feel financeable. The stock is not cheap after a 156.88% six-month run, so valuation discipline matters. IREN suits a turnaround investor comfortable with impairments and construction risk in exchange for the rarest input in the industry: energized land. If Horizons 2 through 4 ship on time and pricing holds near $25 million per MW, IREN’s 20.83% six-month gain looks like the setup with room to run. Both names carry timing risk if GPU supply slips.
Contact [email protected] for any questions or corrections.
According to GMGN market data, the Solana-based meme coin CATE has rebounded to a market cap exceeding $50 million, currently trading at $51.54 million, with a 24-hour increase of over 99% and a 24-hour trading volume of $12.8 million. Earlier on July 26, Atsuko Sato, owner of Kabosu—the Shiba Inu that inspired the Doge meme—posted a video of a kitten. The community quickly launched the token on Pump.fun, positioning it as "the successor to Doge / the cat version of Doge" to carry on the meme culture of "dogs came first, now it's the cats' turn". Subsequently, Atsuko Sato clarified in a post that the CATE tokens circulating in the recent market have no connection with her at all. She stated that she only shared a moment on Instagram before, but this content was later used without authorization by others, who took advantage of it to issue fake tokens and create the illusion of a link with her. She expressed regret over this, noting that some accounts involved in spreading related information even include users with considerable influence on the X platform. BlockBeats reminds users that most meme coins have no practical use cases and feature highly volatile prices, so investment requires caution.
Approximately $1.2 billion investment expected to create about 490 high-skill, high-wage manufacturing jobs in South Carolina’s UpstateBlacksburg facility will serve as a cornerstone of USA Rare Earth’s domestic magnet manufacturing footprint and advance the Company’s integrated mine-to-magnet value chainInvestment strengthens U.S. capacity to produce critical rare earth metals and magnets for defense, aerospace, semiconductors, energy and other advanced industries BLACKSBURG, S.C., Sept. 09, 2026 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (“USA Rare Earth,” “USAR” or the “Company”), a rare earth, critical minerals and advanced materials company, today broke ground on its new rare earth metal and magnet manufacturing facility in Blacksburg, South Carolina, marking a major step in the Company’s effort to build a secure, integrated rare earth supply chain for the United States and its allies.
Located on a 124-acre site in Bailey Industrial Park in Cherokee County, the approximately 800,000-square-foot facility represents an approximately $1.2 billion investment and is expected to create roughly 490 high-skill, high-wage manufacturing jobs in South Carolina’s Upstate. Once online, the facility is targeting production capacity of 6,400 metric tons per annum (tpa) of sintered neodymium-iron-boron (NdFeB) permanent magnets and 5,000 tpa of strip-cast metal and alloy, with commissioning targeted to begin in 2028.
“Breaking ground in Blacksburg is an important moment because it moves our vision from plans on paper to infrastructure taking shape,” said Barbara Humpton, Chief Executive Officer of USA Rare Earth. “We’re building the capabilities America needs to make critical rare earth materials and magnets at home, while making a long-term investment in the people and communities that will help us do it. We’re proud that the next chapter of USA Rare Earth’s growth is being built here in South Carolina.”
Investing in South Carolina and the Upstate
USA Rare Earth selected Blacksburg following a comprehensive evaluation of nearly 275 potential sites across the country. South Carolina stood out for its skilled advanced manufacturing workforce, reliable power, transportation infrastructure, proximity to customers and suppliers, and strong support from state and local partners. Located along the Interstate 85 corridor, the operation will add to an advanced manufacturing ecosystem that has made the Upstate an important center of American industrial production.
As part of its broader commitment to Cherokee County and the region’s growing manufacturing economy, USA Rare Earth today also announced a $250,000 contribution to Spartanburg Community College to support its new SPARK Center in Cherokee County. The new center will connect education, workforce development and economic development, providing resources to support businesses locating, launching and growing in the county while helping strengthen the local talent pipeline and broader business ecosystem.
“This Blacksburg community has the infrastructure, talent and manufacturing heritage to support what we’re building, but just as important has been the commitment we’ve seen from people across Blacksburg, Cherokee County and South Carolina,” said David Bushi, Senior Vice President of Manufacturing at USA Rare Earth. “We intend to build something here that creates opportunity locally and strengthens American manufacturing for decades to come.”
“South Carolina’s greatest strength has always been our people and their ability to build things the world depends on,” said South Carolina Governor Henry McMaster. “USA Rare Earth’s decision to put down roots in Blacksburg is another tremendous vote of confidence in our workforce and in the manufacturing future of our state. Today, we celebrate the start of a project that will create new opportunities for families across Cherokee County and the Upstate while helping America rebuild a critical industry here at home.”
Building a Secure, Integrated Rare Earth Supply Chain
The groundbreaking also marks an important milestone in USA Rare Earth’s broader strategy to build and grow a secure, globally integrated rare earth value chain that reduces reliance on concentrated sources of supply. Rare earth metals and permanent magnets are essential inputs across defense, aerospace, semiconductor manufacturing, physical AI, mobility, energy, healthcare and other advanced industries. Yet the United States remains heavily dependent on foreign sources for many of these critical materials and manufacturing capabilities, with China dominating significant portions of the global rare earth supply chain.
USA Rare Earth is working to change that by building capabilities across the full value chain — from mining and processing to separation, metal- and alloy-making and permanent magnet manufacturing.
The Blacksburg facility will complement USA Rare Earth’s existing magnet manufacturing operation in Stillwater, Oklahoma, where the Company commissioned its first commercial production line earlier this year. Together, Blacksburg and the planned expansion at Stillwater are expected to provide USA Rare Earth with 10,000 tpa of domestic NdFeB magnet manufacturing capacity. The Company is also investing in and expanding capabilities across its broader global platform, supporting local production and economic development while connecting critical rare earth resources with advanced manufacturing markets globally.
“A secure rare earth supply chain isn’t built with a single mine or a single factory. It requires rebuilding every link,” said Gregory Bowman, Chief Global Policy Officer of USA Rare Earth. “Blacksburg adds critical manufacturing capacity to that broader platform and brings the United States closer to producing more of the materials and magnets our industries depend on outside of Chinese control. What starts with a groundbreaking here in South Carolina ultimately strengthens America’s industrial and national security.”
Partnership Turning Vision Into Reality
USA Rare Earth is working with a team of construction, development, engineering and technology partners to bring the Blacksburg facility online.
Clark Construction Group and Frampton Construction are serving as design-builder through the Clark/Frampton joint venture, with Trammell Crow Company serving as developer. McMillan Pazdan Smith is serving as project architect in collaboration with Bennett & Pless, Thomas & Hutton and Salas O’Brien. Chang Robotics is bringing expertise in advanced manufacturing, automation and robotics.
“Large-scale manufacturing investments succeed when ambition is matched by disciplined execution,” said Spencer Middleton, vice president with Clark Construction. “Our focus is on translating the significance of this project into a construction effort that is equally rigorous, bringing the right people, resources, and planning together to deliver for USA Rare Earth and South Carolina.”
“Projects of this scale demand a different level of alignment from the start,” said Dave Florence, chief strategy officer at Frampton Construction. “The decisions made early, the trust established across the team, and the ability to solve problems together all shape what happens in the field. We’re proud to help deliver an investment that will expand advanced manufacturing in South Carolina and strengthen domestic production for years to come.”
About USA Rare Earth
USA Rare Earth, Inc. (Nasdaq: USAR) is building a fully integrated rare earth and permanent magnet value chain across the United States, Brazil and the United Kingdom. Through its ownership of Less Common Metals (LCM), one of the world’s leading producers of rare earth metals and alloys, its development of magnet manufacturing capacity in Stillwater, Oklahoma, the Pela Ema mine in Brazil and the Round Top deposit in Texas, USA Rare Earth operates across the entire value chain from mining to metal-making, alloy production and neodymium magnet manufacturing. USA Rare Earth is establishing a secure, Western-aligned supply of materials essential to the aerospace and defense, semiconductor, energy, data center, physical AI, mobility, healthcare and industrial sectors. For more information, visit www.usare.com.
Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These statements include those relating to the expected capital investment, job creation, production capacity and commissioning timeline of the planned rare earth metal and magnet manufacturing facility in Blacksburg, South Carolina, anticipated development of Spartanburg Community College’s new SPARK Center, the potential impact of the Blacksburg facility on domestic magnet manufacturing and the rare earth value chain and other statements regarding the Company’s expectations for future development, operations, strategies, transactions and financial performance. Such statements can be identified by the fact that they do not relate strictly to historical or current facts. Words such as “aim,” “anticipate,” “believe,” “can,” “continue,” “could,” “estimate,” “expect,” “growth,” “intend,” “may,” “might,” “plan,” “potential,” “project,” “propose,” “should,” “target,” “vision,” “will,” “would” and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking.
Forward-looking statements are subject to risks and uncertainties and potentially inaccurate assumptions that could cause actual results to differ materially from our expectations, including without limitation: risks associated with permitting, construction, workforce availability, the ability of our planned Blacksburg facility to commence commercial operations on the timing and with the production capacity anticipated or at all; risks that we may experience delays, unforeseen expenses, increased capital costs, and other complications while developing our projects; our ability to raise necessary capital on acceptable terms or at all; the availability of rare earth oxide, metal feedstock and other materials, utilities (including power and water) and equipment in quantities and prices that allow us to develop and commercially operate our Stillwater facility and other facilities; our ability to meet individual customer specifications and produce a consistently high quality product; potential supply chain, logistics or product delivery disruptions; any delays in obtaining or renewing permits and licenses; fluctuations in demand for and prices of neo magnets, rare earth elements and our other products, including without limitation as a result of dumping, predatory pricing and other tactics by our competitors or state actors or the overall competitive environment; risks that we may not realize the anticipated benefits of USA Rare Earth’s combination with Serra Verde or our proposed and prior acquisitions, including expected synergies, financial performance, estimated earnings before interest, taxes, depreciation and amortization and, in the case of Serra Verde, integration of operations, on the anticipated timeline or at all; potential delays in the optimization and commissioning program and the Phase II expansion at the Pela Ema facility; political, economic, regulatory, tax, currency and other risks associated with Serra Verde’s operations in Brazil and Switzerland; physical climate risks related to the Pela Ema mine; the assumption of substantial indebtedness under Serra Verde’s Retained Finance Agreement, which contains restrictive covenants and other requirements that could adversely affect the combined company’s financial flexibility and operations; risks that the Offtake Agreement is terminated or ceases to be in full force and effect or that the counterparty to the Offtake Agreement is insufficiently capitalized, including as a result of a failure to finalize definitive debt financing arrangements within the timeframes contemplated by the Offtake Agreement; risks that the proposed transaction with Carester SAS may not be consummated on its anticipated timeline or at all; the ability of our Stillwater magnet manufacturing facility to generate revenue; our limited operating history; our ability to commercially extract minerals from the Round Top deposit on our anticipated timeline or at all; differences between planned and actual recovery and yield rates; potential dilution to existing stockholders and adverse effect on our stock price if we issue additional common stock or equity-linked securities; the volatility of our stock price; any changes in royalty rates or the imposition of new royalties; risks associated with community relations; our ability to achieve positive cash flow or profitability or the ability to access cash flow within our corporate structure due to restrictions contained in our financing agreements; our ability to convert current commercial discussions and/or memorandums of understanding with customers for the sale of our neo magnets and other products into definitive orders; our dependence, in part, on the growth of existing and emerging uses for neo magnets; the risk that additional manufacturing, refining and mining competitors could result in a reduction in revenue; geopolitical developments or disruptions, such as changes in the political environment, export/import or environmental policy of the People’s Republic of China, the United States or other countries in which we operate or sell products or otherwise; our designation on an export control list by China which has had and is expected to continue to have an adverse impact on our ability to source key raw materials and supplies from China; war, terrorism, natural disasters or public health emergencies; our ability to retain or recruit key personnel; environmental, health and safety regulations; the receipt of funding from the U.S. Department of Commerce is subject to the achievement of milestones which may not be achieved on the expected timeline or at all; and our ability to comply with requirements for federal, state and local government incentives and financing.
Additional risks and detailed information regarding factors that may cause actual results to differ materially has been and will be included in our filings with the SEC, including our most recently filed Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q and subsequent filings. Any forward-looking statements speak only as of the date of this press release (or such other date as is specified in such statements), and we undertake no obligation to update any forward-looking statements as a result of new information or future events or developments.
Investor Relations Contact
J.B. Lowe, CFA
USA Rare Earth, Inc. [email protected]
Media Relations Contact
Collected Strategies
Dan Moore / Scott Bisang [email protected]
Certification validates that the company's automotive cybersecurity engineering and management processes meet internationally recognized requirements
, /PRNewswire/ -- Silicon Motion Technology Corporation (NasdaqGS: SIMO), a global leader in designing and marketing NAND flash controllers for solid-state storage devices, today announced that it has earned ISO/SAE 21434:2021 Automotive Cybersecurity Process Certification from SGS-TÜV Saar. The certification independently validates that Silicon Motion's automotive cybersecurity development and management processes meet the requirements of ISO/SAE 21434, the internationally recognized standard for cybersecurity engineering in road vehicles. This achievement demonstrates the company's ability to systematically identify, assess and manage cybersecurity risks throughout the automotive product lifecycle, reinforcing its commitment to delivering secure and reliable automotive storage solutions.
ISO/SAE 21434 Automotive Cybersecurity Process Certification ISO/SAE 21434 was developed to address the growing cybersecurity risks created by increasingly connected and software-defined vehicles. It provides a structured framework for identifying, assessing and managing cybersecurity risks throughout the lifecycle of automotive electrical and electronic systems. The standard also provides a recognized engineering framework that supports compliance with UNECE UN Regulation No. 155 (UN R155), including its Cyber Security Management System (CSMS) requirements for vehicle type approval in the European Union. By establishing common processes, responsibilities and documentation requirements, ISO/SAE 21434 helps automakers and suppliers integrate cybersecurity into product development, meet evolving regulatory expectations and respond effectively to emerging threats.
"As a leading provider of automotive storage solutions with more than a decade of industry experience, Silicon Motion recognizes that cybersecurity is fundamental to the development of next-generation connected and software-defined vehicles," said Nelson Duann, Senior Vice President of Edge and Automotive Storage Business at Silicon Motion. "Earning this certification reflects our commitment to embedding cybersecurity throughout the product lifecycle and delivering secure, reliable and automotive-grade storage solutions that help customers meet evolving cybersecurity requirements."
"ISO/SAE 21434 establishes a rigorous, internationally recognized benchmark for managing cybersecurity risks throughout the automotive product lifecycle," said Robert Chang, C&P Division VP of SGS Taiwan. "By earning this process certification, Silicon Motion has demonstrated that its automotive cybersecurity development and management processes meet this high standard, underscoring the company's capabilities and commitment to secure and reliable product development for the global automotive industry."
Silicon Motion will continue to advance its automotive cybersecurity capabilities and deliver a comprehensive portfolio of secure and reliable storage solutions for connected, software-defined and AI-powered vehicles. Through ongoing innovation and close collaboration with partners across the global automotive ecosystem, the company remains committed to advancing trusted storage technologies for the future of intelligent mobility. For more information, visit Silicon Motion Automotive Solutions.
About Silicon Motion
Silicon Motion Technology Corporation (NasdaqGS: SIMO) is the global leader in supplying NAND flash controllers for solid-state storage devices. The company ships more SSD controllers than any other supplier worldwide for servers, PCs, and other edge devices, and is also the leading merchant provider of eMMC and UFS embedded storage controllers used in smartphones, IoT products, and automotive applications.
Silicon Motion also delivers customized, high-performance controller solutions for enterprise SSDs, enterprise boot drives, edge SSDs, embedded eMMC and UFS devices, and Ferri solutions for automotive and Physical AI applications. Its controllers and storage solutions combine high performance, power efficiency and proven reliability to support AI infrastructure, Edge AI and Physical AI applications.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SNDK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Centrus Energy Corp. (NYSE:LEU) is trending after the company announced a multi-year contract with Radiant to supply high-assay, low-enriched uranium for the Kaleidos microreactor fleet.
Centrus stock is showing downward pressure. Where is LEU stock headed? Centrus, Radiant Sign HALEU Supply DealUnder the agreement, Centrus will begin delivering HALEU before the end of the decade, adding another domestic fuel source to support commercial scale-up of Radiant’s Kaleidos microreactors. The deal includes prepayments from Radiant to Centrus to support its domestic commercial enrichment capacity program. Because Centrus’ technology is U.S.-origin and relies on a U.S. manufacturing supply chain, the enrichment provided to Radiant will be “unobligated,” meaning it can be used for national security applications — a capability Centrus says is unique among deployment-ready U.S.-origin enrichment technologies today, through its AC100 centrifuge design.
“The contract with Radiant marks another important step in building the domestic fuel supply chain needed to support the next generation of nuclear energy,” said Amir Vexler, President and CEO of Centrus. “By expanding our work to include innovative microreactor developers like Radiant, we are strengthening the U.S.-based fuel supply network.”
“You can’t deploy nuclear reactors without fuel, so we have approached our fuel supply the same way we have approached the reactor: build it in parallel, and don’t depend on any single path,” said Dr. Rita Baranwal, Chief Nuclear Officer of Radiant. “This agreement gives Kaleidos a continued source of HALEU for commercial and national security applications and removes one of the biggest constraints facing advanced nuclear deployment.”
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Centrus Shares Trade FlatLEU Price Action: At the time of publication, Centrus shares are trading 0.69% lower at $184.25, according to data from Benzinga Pro.
This illustration was generated using artificial intelligence via Midjourney.
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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UroGen Pharma Ltd. has transitioned into a commercial-stage biopharma, driven by strong adoption of Zusduri for recurrent non-muscle invasive bladder cancer. Zusduri achieved an 80% complete response rate in the ENVISION trial, with a 64.5% chance of remaining disease-free at 3 years among responders. URGN-103, a next-generation mitomycin-based product, is positioned to replace Zusduri, offering manufacturing and convenience advantages; NDA submission is complete and approval is likely.
TD Securities’ Ryan McKay and Bart Melek say Gold and broader precious metals have held firm despite higher near-term Fed hike probabilities. They stress that upcoming US inflation data will be pivotal for Fed pricing and discretionary flows, while structural supports such as Dollar-debasement themes, central bank buying and ETF demand suggest any hawkish shock may delay rather than derail the next leg higher.
Fed pricing hinges on inflation print"Precious metals wait on inflation data."
"Precious metals have been able to maintain strength, even as the market grapples with the near-term increase in Fed hike probabilities."
"A stronger jobs report initially weighed on gold, but less hawkish Fedspeak and currency interventions then cooled the narrative, highlighting the market has an elevated sensitivity to incoming data and headlines."
"Inflation data is the next big catalyst, and an upside surprise would embolden Fed pricing and weigh on the yellow metal, while less worrisome inflation could ultimately be the first catalyst to see the next wave of discretionary positioning start to enter the market."
"With the precious metal landscape still broadly supported by the renewed dollar-debasement theme, elevated central bank buying and renewed ETF accumulation, a hawkish Fed may only postpone the timing of the next leg higher rather than catalyze material downside."
(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor. Know more.)
EURGBP jumps 0.3% on Wednesday as Euro gets inflated by weaker dollar and expectations that the ECB will join the trend of policy tightening by the major central banks, while the Bank of England is likely to keep more cautious approach and probably keep rates on hold that keeps sterling in defense.
Fresh strength retraces over 61.8% of 0.8607/0.8564 pullback that partially offsets negative signal from bull-trap pattern on daily chart (failure to sustain gains above 0.8600 – Fibo 61.8% of 0.8689/0.8454 / 100DMA).
Bounce and likely repeated close above daily Ichimoku cloud (0.8572) supports the notion, but sustained break above 0.8600 pivot is still required to bring bulls fully in play and generate initial signal of bullish continuation of rally from 0.8454 (July 15 low).
Predominantly bullish daily technical studies, particularly while the price holds above daily cloud top, supports positive near-term outlook.
The information contained in this document was obtained from sources believed to be reliable, but its accuracy or completeness cannot be guaranteed. Any opinions expressed herein are in good faith, but are subject to change without notice. No liability accepted whatsoever for any direct or consequential loss arising from the use of this document.
Quiq Capital LLC is a boutique asset manager providing secured loans to Small and Medium Sized Enterprises & Real Estate Strategies
, /PRNewswire/ -- Quiq Capital LLC and Quiq Income Fund II, L.P. ("Quiq" or the "Fund") are pleased to announce it has entered into an amendment and upsize to its revolving credit facility (the "Facility") with Dime Commercial Bancshares, Inc. (NYSE: DCOM), the parent company of Dime Commercial Bank (the "Bank" or "Dime"). The amendment affords Quiq the ability to, among other things, increase the borrowing capacity to $30.0 million, reduce the interest rate and provide additional financial flexibility and liquidity to support business growth.
"We are very pleased to announce this amendment and upsize to our Facility with Dime," said Ashish Parikh, Principal at Quiq Capital. "The increased borrowing capacity is a testament to our growing capital base and strong fund performance since launching our Fund in 2024. The amended facility not only reduces our borrowing costs, but it also enhances our flexibility to fund attractive opportunities with compelling, risk-adjusted returns. Additionally, we believe our strong performance and our growing partnership with Dime provide us optionality to pursue strategic financings while remaining disciplined and prudent with our capital."
"Since entering our lending relationship with Quiq in 2025, we have been able to meaningfully grow our relationship in a short period of time, and our partnership is emblematic of the relationships that we strive to foster with new and existing clients. We look forward to working with the talented team at Quiq and continuing to provide bespoke capital solutions for this fast-growing firm." said Shawn Gines, Executive Vice President and Head of Corporate & Specialty Finance at Dime Commercial Bank.
ABOUT QUIQ
Quiq Capital LLC is a boutique asset manager that provides secured loans to Small and Medium Sized Enterprises ("SMEs") and Real Estate Strategies. The Fund is a private credit lender that creates high-value, risk-adjusted investments by empowering the growth of lower middle market businesses. Through private capital and structured lending, the Fund provides critical funding for asset-backed and high-growth profitable businesses with a proven track record of outperformance and strong governance.
ABOUT DIME COMMERCIAL BANCSHARES, INC.
Dime Commercial Bancshares, Inc. is the holding company for Dime Commercial Bank, a New York State-chartered trust company with approximately $15 billion in assets and the number one deposit market share on Greater Long Island (1).
(1)Aggregate deposit market share for Kings, Queens, Nassau & Suffolk counties for community banks with less than $20 billion in assets.
Forward-Looking Statements
This press release may contain forward-looking statements, including, without limitation, statements regarding the plans and objectives of management for future operations. These statements involve known and unknown risks, uncertainties, and other factors which may cause the actual results, performance, or achievements of Quiq Capital LLC and Quiq Income Fund II, L.P. to be materially different from any future results, performance, or achievements expressed or implied by such forward-looking statements.
Key Takeaways Seagate's HAMR-based products reached about 40% of its nearline exabyte shipment run rate.Mozaic 4, supporting capacities up to 44TB, is ramping with two major cloud service providers.HAMR investments aim to drive mid-20% nearline exabyte growth while keeping unit output relatively stable. Seagate Technology Holdings plc’s (STX - Free Report) technology roadmap is key to its ability to capitalize on rising storage demand. STX’s expertise in materials science, precision manufacturing, photonics and wafer production has driven HAMR and the Mozaic platform, while vertical integration in laser manufacturing further strengthens its technology edge.
Seagate’s areal-density roadmap enables it to expand exabyte output without materially increasing hard-drive unit production. This improves capital efficiency and lowers customers’ cost and power consumption per terabyte. HAMR-based products accounted for approximately 40% of Seagate’s nearline exabyte shipment run rate at the end of fiscal 2026. Mozaic 3 products are qualified and operating across all major cloud customers, while the second-generation Mozaic 4 platform, capable of supporting capacities up to 44 terabytes, is ramping with the two largest global cloud service providers.
Seagate expects 50% of HAMR exabytes to come from Mozaic 4 by the end of calendar 2026. Mozaic 5 qualification shipments remain on track for late calendar 2027. Higher-capacity products should also benefit profitability. The transition from three-terabyte-per-disk to four-terabyte-per-disk products provides additional cost efficiencies, while tight industry supply is supporting favorable pricing on incremental exabyte availability.
Seagate delivered strong double-digit year-over-year growth in both revenue and exabyte shipments in the enterprise OEM market during the June quarter. The company is expanding HAMR across its portfolio, initially targeting cloud customers and gradually broader enterprise adoption. Investments in HAMR manufacturing tools should support higher-capacity drives while keeping unit output relatively stable, enabling mid-20% nearline exabyte growth over the next few years.
How STX Stacks Up Against Market Peers in the Storage CircleWestern Digital Corporation (WDC - Free Report) is developing and deploying higher-capacity ePMR, UltraSMR and HAMR drives, along with high-bandwidth drive technology for data-intensive workloads. Its product roadmap includes ePMR drives with capacities up to 40 TB, 44-TB HAMR products planned for the first half of calendar 2027 and 50-TB products planned for the second half of calendar 2027. WDC expects the 40-TB ePMR transition, wider UltraSMR adoption and subsequent HAMR introduction to expand the number of exabytes it can deliver without adding unit capacity. Management also cited increased enterprise OEM interest in hybrid storage systems and is working with those customers on UltraSMR, next-generation ePMR and HAMR adoption.
Micron Technology (MU - Free Report) is benefiting from AI-driven demand for memory and storage, tighter DRAM and NAND supply and a richer mix of HBM, data center SSD and high-capacity products. Micron’s technology roadmap is strengthening its exposure to high-value memory solutions used in AI, machine learning and data analytics. Its 1-gamma DRAM node and G9 NAND node are ramping up well and are on track to become the highest-volume nodes in Micron’s history. Development of next-generation DRAM and NAND nodes is set to begin volume production in the second half of calendar 2027. These advances deepen Micron’s role in data center, client, mobile and automotive platforms.
STX Price Performance, Valuation and EstimatesIn the past year, STX shares have skyrocketed 368.5%, outperforming the Computer Integrated Systems industry’s growth of 201.3%.
Image Source: Zacks Investment Research
Going by the price/earnings ratio, the company’s shares currently trade at 22.61 forward earnings compared with 12.11 for the industry.
Image Source: Zacks Investment Research
STX is currently witnessing an uptrend in estimate revisions. Earnings estimates for fiscal 2027 have been revised up 28.7% to $36.09 over the past 60 days, while estimates for fiscal 2028 have risen 17.8% to $58.28.
Image Source: Zacks Investment Research
STX currently boasts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
SailPoint SAIL is experiencing a significant drop in pre-market trading following a slight revenue miss for fiscal Q2 and guidance for Q3 that did not exceed expectations. Investors seem to be concentrating on revenue timing, flat adjusted margins, and declining free cash flow, overlooking stronger recurring revenue indicators.
Fiscal Q2 Highlights: Adjusted EPS of $0.09 exceeded the FactSet consensus by $0.01. Revenue rose 17% year-over-year to $309 million, slightly below the expected $310.25 million. SaaS revenue surged 34% to $194 million, but revenue recognition timing created a $5 million headwind. Annual Recurring Revenue (ARR): Total ARR increased 25% to $1.231 billion. SaaS ARR grew 36% to $847 million, contributing 97% of net new ARR, surpassing the anticipated 90-95%. Remaining Performance Obligations (RPO) rose 30% to $1.9 billion, with current RPO up 27% to $931 million. Q3 Guidance: EPS guidance is set at $0.07-$0.08, with revenue expectations of $326-$330 million, both in line with forecasts. FY27 revenue and EPS guidance remain at $1.265-$1.275 billion and $0.30-$0.34, respectively. FY27 ARR guidance was raised to $1.375-$1.385 billion, indicating 22-23% growth. AI Adoption: AI-driven ARR surpassed $70 million, accounting for over 30% of net new ARR. More than two-thirds of migrations included AI solutions, with existing customers increasing their annual spending by over 60% when adopting AI products. The AI pipeline has more than doubled since the June Investor Day. Customer Metrics: SaaS customers increased by 16%, with ARR per SaaS customer rising 17% to over $400,000. Customers spending over $1 million grew by 27% to 235, while net retention remained steady at 113%. Adjusted operating margin held nearly flat at 20.3%, adjusted net income increased by 22% to $48.8 million, while free cash flow fell to $37.4 million from $46.0 million.The recent report highlights a stark contrast between reported revenue and underlying contract momentum. Although the higher SaaS mix temporarily impacted revenue, it enhanced the recurring quality of the business. The raised ARR guidance and strong RPO suggest that demand is stronger than the headline figures indicate. SailPoint must now focus on scaling AI-driven ARR from over $70 million to at least $800 million by FY29, while managing investments related to Entro, stock-based compensation, and the pressures of transitioning to SaaS. Future performance will hinge on ARR growth, AI expansion, stable subscription margins, and converting backlog into revenue and free cash flow.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
SailPoint, Inc. (SAIL - Free Report) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +12.50%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced earnings of $0.05, delivering a surprise of +25%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
SailPoint, Inc. , which belongs to the Zacks Internet - Software industry, posted revenues of $308.81 million for the quarter ended July 2026, missing the Zacks Consensus Estimate by 0.51%. This compares to year-ago revenues of $264.36 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
SailPoint, Inc. shares have lost about 12.1% since the beginning of the year versus the S&P 500's gain of 12.1%.
What's Next for SailPoint, Inc. ?While SailPoint, Inc. has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for SailPoint, Inc. was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.08 on $327.91 million in revenues for the coming quarter and $0.32 on $1.27 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, BlackBerry (BB - Free Report) , is yet to report results for the quarter ended August 2026. The results are expected to be released on September 24.
This cybersecurity software and services company is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
BlackBerry's revenues are expected to be $143 million, up 10.3% from the year-ago quarter.
SailPoint, Inc. (SAIL - Free Report) reported $308.81 million in revenue for the quarter ended July 2026, representing a year-over-year increase of 16.8%. EPS of $0.09 for the same period compares to $0.07 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $310.4 million, representing a surprise of -0.51%. The company delivered an EPS surprise of +12.5%, with the consensus EPS estimate being $0.08.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how SailPoint, Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Annual Recurring Revenue: $1.23 billion compared to the $1.22 billion average estimate based on three analysts.SaaS Annual Recurring Revenue: $847 million versus $834.94 million estimated by three analysts on average.Customers: 3,310 versus the two-analyst average estimate of 3,288.Revenue- Services and other: $13.61 million compared to the $14.86 million average estimate based on four analysts. The reported number represents a change of -14.9% year over year.Revenue- Subscription: $295.21 million compared to the $295.52 million average estimate based on four analysts. The reported number represents a change of +19.1% year over year.Revenue- Subscription- Other subscription services: $9.67 million versus $8.89 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +46.8% change.Revenue- Subscription- Term subscriptions: $56.2 million versus the three-analyst average estimate of $56.52 million. The reported number represents a year-over-year change of -3.3%.Revenue- Subscription- SaaS: $193.87 million compared to the $193.85 million average estimate based on three analysts. The reported number represents a change of +33.9% year over year.Revenue- Subscription- Maintenance and support: $35.47 million versus $36.43 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -7.8% change.Gross profit- Subscription: $211.1 million versus the two-analyst average estimate of $216.45 million.Gross profit- Services and other: $-5.72 million versus $-3.19 million estimated by two analysts on average.View all Key Company Metrics for SailPoint, Inc. here>>>
Shares of SailPoint, Inc. have returned -6.7% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
Perma-Pipe International Holdings, Inc. (Nasdaq: PPIH) ("Perma-Pipe" or the "Company"), a global leader in engineered pipe services specializing in anti-corrosi
