Secures Two-Gigawatt Development Site in Kansas City Metro, and Plans to Increase Teraco Ownership and to Acquire Columbia Capital June 22, 2026 07:00 ET | Source: Digital Realty Trust, L.P.
AUSTIN, Texas, June 22, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today announced a series of transactions that together bolster the company’s three core pillars of growth: (i) expansion of its hyperscale data center development capacity through the acquisition of a new powered land site in the Kansas City metro, (ii) growth of its colocation and connectivity portfolio through the purchase of certain minority shareholder stakes in Teraco, and (iii) further scaling of its Strategic Private Capital platform through the acquisition of Columbia Capital a leading investment firm in the digital infrastructure space.
Expansion into Kansas City Market
Digital Realty has acquired approximately 1,440 acres of land at Astra Enterprise Park, located near Kansas City to support hyperscale data center development for approximately $475 million(1) in cash and common units in its operating partnership. The acquisition marks an entry into a Top 30 U.S. metro with fast-growing technology sector exposure, ample utility and telecommunications infrastructure, and strong connectivity fundamentals. According to datacenterHawk, the Kansas City metro is the 7th largest data center market in the U.S., when including capacity that is currently under construction and in planning.
To support development of the site, Digital Realty has entered into an Energy Service Agreement with the local utility to provide 600 megawatts of utility power by early 2028, rising to two gigawatts at full delivery.
Increase in Teraco Ownership
As part of the continued investment in its colocation and connectivity platform, Digital Realty is increasing its ownership interest in Teraco, Africa’s leading data center platform, to 77% through the acquisition of shares from certain minority shareholders. Digital Realty will purchase the 16% stake for approximately $650 million(1), principally via the issuance of 3.4 million shares of common stock.
Teraco represents a key component of Digital Realty’s global colocation and connectivity footprint, with a portfolio of highly connected, network-dense campuses serving a growing base of customers across the EMEA region.
Acquisition of Columbia Capital
Digital Realty plans to acquire Columbia Capital for approximately $485 million(1), principally through the issuance of 2.3 million shares of common stock, with a lockup that releases over a multi-year period and an earnout that is subject to certain performance hurdles. Founded in 1989, Columbia Capital is focused on the communications, technology and digital infrastructure space, with over $9 billion in fund commitments from hundreds of investors, including sovereign wealth funds, pension funds, insurance companies, endowments and other institutional investors.
The acquisition will accelerate Digital Realty’s Strategic Private Capital platform and provides increased expertise and visibility into adjacent digital infrastructure sectors. Columbia Capital’s experienced investment team and established portfolio complement Digital Realty’s global operating platform and will strengthen investment capabilities to take advantage of the expanding AI infrastructure ecosystem.
Columbia Capital and Digital Realty have collaborated on multiple digital infrastructure projects. Columbia is a long-time co-investor in Teraco whose involvement predates Digital Realty’s acquisition of a majority interest in August 2022. The two companies have also partnered through Vela Infrastructure, a subsea cable landing station developer.
Executive Commentary
“These transactions support the continued momentum of Digital Realty’s three core pillars of growth. The purchase of land in the Kansas City metro enhances our ability to serve hyperscale customers’ near term requirements, while our increased stake in Teraco strengthens our position in Africa’s leading data center platform and supports the continued growth of our global colocation and connectivity business,” said Andy Power, President and Chief Executive Officer of Digital Realty. “Our history of collaboration with Columbia Capital reflects a shared long-term perspective while providing additional flexibility to support the scaling of both our hyperscale development pipeline and our private capital platform.”
"Taken together, these transactions are expected to further enhance Digital Realty's growth profile, while maintaining our balance sheet discipline and positioning the company for the continued investment opportunity we see ahead," said Matt Mercier, Chief Financial Officer of Digital Realty. These investments will be principally funded through the issuance of 6.3 million shares of common stock (and operating partnership units) at a weighted average price of $197.54 per share (or unit).
The Teraco and Columbia Capital transactions are expected to close in the second half of 2026 and remain subject to customary closing conditions.
Additional Resources
De Soto data center projectProject Sediba: Teraco's renewable energy milestoneThe PERE Podcast: Andy Power discusses the strategic importance of Private Capital to Digital Realty About Digital Realty
Digital Realty brings companies and data together by delivering the full spectrum of data center, colocation, and interconnection solutions. PlatformDIGITAL®, the company’s global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx®) solution methodology for powering innovation, from cloud and digital transformation to emerging technologies like artificial intelligence (AI), and efficiently managing Data Gravity challenges. Digital Realty gives customers access to the connected data communities that matter to them through a global footprint of 300+ facilities in 55+ metros across 30+ countries on six continents. To learn more, visit digitalrealty.com or follow us on LinkedIn and X.
Safe Harbor Statement
This press release contains forward-looking statements based on current expectations, forecasts, and assumptions that involve risks and uncertainties which may cause actual results to differ materially from those described. These include statements related to the Fund, customer demand, expected benefits, use of proceeds, and the company’s strategy. For a description of these risks and uncertainties, please refer to the company’s filings with the U.S. Securities and Exchange Commission. The company undertakes no obligation to update any forward-looking statements.
1 Based on closing stock price of $188.15/sh as of June 18, 2026.
Wall Street watches a company's quarterly report closely to understand as much as possible about its recent performance and what to expect going forward. Of course, one figure often stands out among the rest: earnings.
Life and the stock market are both about expectations, and rising above what is expected is often rewarded, while falling short can come with negative consequences. Investors might want to try to capture stronger returns by finding positive earnings surprises.
The ability to identify stocks that are likely to top quarterly earnings expectations can be profitable, but it's no simple task. Here at Zacks, our Earnings ESP filter helps make things easier.
The Zacks Earnings ESP, ExplainedThe Zacks Earnings ESP, or Expected Surprise Prediction, aims to find earnings surprises by focusing on the most recent analyst revisions. The basic premise is that if an analyst reevaluates their earnings estimate ahead of an earnings release, it means they likely have new information that could possibly be more accurate.
With this in mind, the Expected Surprise Prediction compares the Most Accurate Estimate (being the most recent) against the overall Zacks Consensus Estimate. The percentage difference provides the ESP figure. The system also utilizes our core Zacks Rank to provide a stronger system for identifying stocks that might beat their next quarterly earnings estimate and possibly see the stock price climb.
In fact, when we combined a Zacks Rank #3 (Hold) or better and a positive Earnings ESP, stocks produced a positive surprise 70% of the time. Perhaps most importantly, using these parameters has helped produce 28.3% annual returns on average, according to our 10 year backtest.
Stocks with a #3 (Hold) ranking, which is most stocks covered at 60%, are expected to perform in-line with the broader market. But stocks that fall into the #2 (Buy) and #1 (Strong Buy) ranking, or the top 15% and top 5% of stocks, respectively, should outperform the market. Strong Buy stocks should outperform more than any other rank.
Should You Consider Digital Realty Trust?The last thing we will do today, now that we have a grasp on the ESP and how powerful of a tool it can be, is to quickly look at a qualifying stock. Digital Realty Trust (DLR - Free Report) holds a #3 (Hold) at the moment and its Most Accurate Estimate comes in at $2.02 a share 30 days away from its upcoming earnings release on July 23, 2026.
By taking the percentage difference between the $2.02 Most Accurate Estimate and the $1.98 Zacks Consensus Estimate, Digital Realty Trust has an Earnings ESP of +1.95%. Investors should also know that DLR is one of a large group of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
DLR is one of just a large database of Finance stocks with positive ESPs. Another solid-looking stock is Arch Capital Group (ACGL - Free Report) .
Slated to report earnings on August 4, 2026, Arch Capital Group holds a #3 (Hold) ranking on the Zacks Rank, and its Most Accurate Estimate is $2.68 a share 42 days from its next quarterly update.
For Arch Capital Group, the percentage difference between its Most Accurate Estimate and its Zacks Consensus Estimate of $2.46 is +9.02%.
Because both stocks hold a positive Earnings ESP, DLR and ACGL could potentially post earnings beats in their next reports.
Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>
Key Takeaways Digital Realty is expanding with Kansas City land, utility power and AI-driven capacity plans.Digital Realty is raising its Teraco stake to 77% and planning to buy Columbia Capital for funding access.Digital Realty's Barcelona launch and strong leasing activity highlight continued global momentum. Digital Realty (DLR - Free Report) is taking another major step to expand its global data center platform through a series of transactions aimed at supporting long-term growth. The data center REIT recently announced the acquisition of roughly 1,440 acres at Astra Enterprise Park near Kansas City for about $475 million and secured an energy agreement that will provide 600 megawatts of utility power by early 2028, eventually increasing to 2 gigawatts as development progresses. These investments are designed to meet rising demand for hyperscale and AI-driven infrastructure.
The latest transactions could strengthen Digital Realty’s competitive position and create additional growth opportunities. The company is increasing its ownership in Teraco, Africa’s leading data center platform, to 77% through a 16% stake purchase for approximately $650 million, principally by issuing 3.4 million shares of common stock. Digital Realty also plans to acquire Columbia Capital for about $485 million, mainly through the issuance of 2.3 million shares. The move expands its Strategic Private Capital platform, giving the company deeper access to investment expertise and additional funding channels to support future data center development and AI infrastructure projects.
Digital Realty has also been growing its international footprint. In May, the company opened its first data center in Barcelona, known as BCN1, located in one of Southern Europe’s emerging technology hubs. The facility strengthens Digital Realty’s presence across the Mediterranean region and improves connectivity options for customers operating across Europe, Africa and the Middle East. The expansion reflects the company’s broader strategy of building capacity in high-demand digital markets.
Recent financial results highlight continued momentum. In its first-quarter 2026 report, Digital Realty delivered strong leasing activity and benefited from sustained demand for cloud, connectivity and AI-related infrastructure. The company has pointed to growing customer requirements for data-intensive workloads, a trend that continues to support investment in new capacity and strategic partnerships.
For investors, these announcements show a company focused on scaling its platform while broadening its geographic reach. With growing exposure to AI infrastructure, new development opportunities in Kansas City and expanding operations across international markets, Digital Realty appears well-positioned to benefit from the long-term growth of global data center demand.
Over the past three months, shares of this Zacks Rank #3 (Hold) company have gained 11.9%, outperforming the industry's growth of 10.2%.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks from the broader REIT sector are Equinix, Inc. (EQIX - Free Report) and Prologis, Inc. (PLD - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Equinix’s 2026 FFO per share is pinned at $42.93. This indicates year-over-year growth of 12%.
The Zacks Consensus Estimate for Prologis’ 2026 FFO per share is pegged at $6.18. This calls for a year-over-year increase of 6.37%.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.
On June 24, 2026, we present a DCF analysis for Digital Realty Trust Inc DLR , which has shown a price performance of +27.8% year-to-date and +13.1% over the past year. The current price of DLR stands at $195.00.
DCF Earnings-based intrinsic value: $13.46 vs price $195.00 (margin of safety: -980.3%) DCF FCF-based intrinsic value: $83.98 vs price $195.00 (second opinion) GF Score™: 86/100, indicating a high reliability of the DCF inputs What Is DLR Worth? DCF Earnings-Based Model The DCF earnings-based model for DLR uses a two-stage approach to estimate the intrinsic value of the stock. The first stage considers a growth phase over the next ten years, where the earnings per share (EPS) is expected to grow at a rate of 0.4% per year. The second stage assumes a terminal growth rate of 4% for the following ten years. The discount rate applied is 11%, which combines the risk-free rate and the equity risk premium.
Parameter Value Current EPS (TTM, excl. non-recurring) $1.56 10-Year Growth Rate 0.4% 10-Year Treasury Rate 4.49% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% The calculation summary for the two-stage model is as follows:
Stage Description Value Growth Stage (Years 1-10) EPS growing at 0.4%, discounted at 11% $9.38 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $4.08 Intrinsic Value Growth + Terminal $13.46 With the current price at $195.00 compared to the intrinsic value of $18.05, DLR appears significantly overvalued, with a margin of safety of -980.3%. It is important to note that GuruFocus uses EPS excluding non-recurring items, as research indicates that stock prices correlate more closely with earnings than with free cash flow. For further analysis, visit the DLR DCF Calculator.
What Does the Free Cash Flow DCF Say? The free cash flow (FCF) based intrinsic value for DLR is calculated at $83.98. When comparing this to the earnings-based intrinsic value of $13.46, both models indicate that DLR is significantly overvalued, with a margin of safety of -132.2%. This suggests a consensus on the overvaluation of the stock based on different valuation methodologies.
How Does GF Value™ Compare to the DCF Models? The GF Value™ for DLR is calculated at $166.67, providing a third perspective on the valuation of the stock. GF Value™ is GuruFocus' proprietary measure derived from historical trading multiples, past business growth, and future performance estimates. All three models (DCF earnings, DCF FCF, and GF Value™) agree on the overvaluation of DLR, reinforcing the need for caution among investors. For more details, visit the GF Value™ page.
What Does DLR's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have been found to generate higher long-term returns based on backtested data from 2006 to 2021.
Metric Rating GF Score™ 86/100 Financial Strength 5/10 Profitability 7/10 Growth 9/10 Valuation 6/10 Momentum 10/10 With a predictability rank of 1/5 stars, it indicates that the DCF model may be less reliable for this stock. For further insights, visit the DLR stock page.
Key Assumptions and Limitations It is essential to recognize that DCF models are highly sensitive to the assumptions made regarding growth rates and discount rates. Stocks with low predictability ratings, such as DLR, tend to produce less reliable DCF estimates. The terminal growth rate of 4% used in this analysis is a simplifying assumption that may not reflect future market conditions accurately.
What This Means for Investors In summary, the three valuation models (DCF earnings, DCF FCF, and GF Value™) consistently indicate that Digital Realty Trust Inc DLR is overvalued at its current price of $195.00. Investors should exercise caution and consider the significant discrepancies between market price and intrinsic values derived from these models. For the full DCF analysis, visit the DLR DCF Calculator. You can also explore the GF Value™ page, or use the GuruFocus Stock Screener to find undervalued predictable companies.
Frequently Asked Questions What is DLR's intrinsic value based on DCF?
Answer: earnings-based $18.05, FCF-based $83.98
Is DLR overvalued or undervalued?
Answer: DLR is overvalued based on DCF and GF Value™ consensus.
How reliable is the DCF model for DLR?
Answer: The predictability rank is 1/5, indicating lower reliability of the DCF model for DLR.
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].
In the latest trading session, American Tower (AMT - Free Report) closed at $181.09, marking a -1.83% move from the previous day. The stock's performance was behind the S&P 500's daily loss of 1.22%. Elsewhere, the Dow saw a downswing of 0.98%, while the tech-heavy Nasdaq depreciated by 1.35%.
Shares of the wireless communications infrastructure company witnessed a gain of 0.8% over the previous month, trailing the performance of the Finance sector with its gain of 5.2%, and the S&P 500's gain of 1.56%.
Analysts and investors alike will be keeping a close eye on the performance of American Tower in its upcoming earnings disclosure. In that report, analysts expect American Tower to post earnings of $2.69 per share. This would mark year-over-year growth of 3.46%. Meanwhile, our latest consensus estimate is calling for revenue of $2.71 billion, up 3.09% from the prior-year quarter.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $10.95 per share and a revenue of $10.91 billion, signifying shifts of +1.77% and +2.53%, respectively, from the last year.
Investors should also note any recent changes to analyst estimates for American Tower. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. American Tower is holding a Zacks Rank of #3 (Hold) right now.
Looking at valuation, American Tower is presently trading at a Forward P/E ratio of 16.85. This represents a premium compared to its industry average Forward P/E of 12.98.
Also, we should mention that AMT has a PEG ratio of 0.75. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The REIT and Equity Trust - Other industry had an average PEG ratio of 2.5 as trading concluded yesterday.
The REIT and Equity Trust - Other industry is part of the Finance sector. Currently, this industry holds a Zacks Industry Rank of 76, positioning it in the top 32% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Wall Street fixates on Kevin Warsh’s first FOMC meeting as Fed Chair, but retirees holding income stocks need a longer horizon than the next rate decision. American Tower (NYSE:AMT | AMT Price Prediction) owns the cell towers and CoreSite data centers that route mobile, cloud, and AI traffic, and management says the business is now in its strongest strategic position in more than a decade. The question is whether the dividend outlasts Fed noise.
A 3.71% Yield Backed by Long-Term Leases At $181.09, AMT yields 3.71%, a meaningful premium to the 4.49% 10-year Treasury once you factor in dividend growth.
Metric Value Annual Dividend (run-rate) $7.16 Dividend Yield 3.71% Most Recent Increase +5.3% (March 2026) Dividend Aristocrat/King No Streak Note Paused growth in 2023, resumed 2024 AFFO Covers the Payout With Room to Spare AMT guided 2026 AFFO per share to $10.90 to $11.07. Against the $7.16 run-rate dividend, that is roughly a 65% AFFO payout ratio, the metric REIT investors underwrite. GAAP EPS understates coverage because of heavy depreciation on towers.
Metric Value Assessment AFFO Payout Ratio ~65% Healthy FCF Payout Ratio ~89% Elevated OCF Coverage 1.6x Adequate Earnings Payout >100% (GAAP) Normal for REITs The company paid roughly $3.35 billion in dividends against $3.74 billion of 2025 free cash flow. Rising AFFO and easing capex should widen the gap.
Leverage Is Back in the Target Zone Metric Value Assessment Total Debt $37.3B High but laddered Net Debt / EBITDA 4.9x Elevated, improving Cash on Hand $1.61B Solid buffer Net leverage fell from 5.1x in Q2 2025 to 4.9x, the company’s stated target band. Combined with over $11 billion of liquidity, AMT has room to absorb refinancing at the current 4.49% 10-year without raiding the distribution.
The Streak Has a Scar, but the Trajectory Is Up Year Annual Dividend 2026 (run-rate) $7.16 2025 $6.80 2024 $6.48 2023 $6.45 2022 $5.86 AMT paused increases in 2023 to defend the balance sheet, then resumed. The pause is worth remembering even though it was not a cut.
Management’s Tone Is Confident and Measured CEO Steve Vondran told investors on the Q1 2026 call that “rising mobile data consumption, accelerating cloud adoption and the rapid expansion of AI-driven workloads all point toward sustained investment in high-quality digital infrastructure.” He also emphasized “disciplined capital allocation” heading into 2026. That language reads as a commitment to the payout without overpromising future raises.
Verdict: Safe, With One Eye on Leverage Dividend Safety Rating: Safe. A 65% AFFO payout, 1.6x operating cash flow coverage, and leverage back in the target band justify the rating. I would be comfortable owning AMT for income if the data center segment compounds at double-digit rates and net leverage drifts toward 4.5x. I would grow cautious if U.S. tower revenue stays negative beyond 2026 or if leverage backs above 5x as debt rolls at higher coupons. For now, the dividend suits retirees who prefer collecting checks to trading the FOMC.
Starlink is revolutionizing global connectivity, but satellites solve the coverage problem—not the capacity problem. While SpaceX is building the largest communications network in history, towers remain. Cell towers are not the next Blockbuster, unlike video rental stores that were rendered obsolete by streaming, tower REITs provide mission-critical infrastructure. American Tower's moat remains intact with long-term contracts, high switching costs, global scale, investment-grade tenants, and decades-long asset lives create durable competitive advantages that satellites cannot easily replicate.
American Tower Corporation AMT owns and operates nearly 149,000 communication sites globally and also maintains a highly interconnected network of U.S. data center facilities. The company is strategically positioned to capture incremental demand from global 5G deployment efforts.
Shares of Franco-Nevada (FNV - Free Report) have gained 0.8% over the past four weeks to close the last trading session at $226.93, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $297.26 indicates a potential upside of 31%.
The mean estimate comprises 13 short-term price targets with a standard deviation of $21.8. While the lowest estimate of $258.00 indicates a 13.7% increase from the current price level, the most optimistic analyst expects the stock to surge 54.4% to reach $350.40. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
But, for FNV, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why FNV Could Witness a Solid UpsideAnalysts' 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 to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 0.1%, as one estimate has moved higher compared to no negative revision.
Moreover, FNV currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much FNV could gain, the direction of price movement it implies does appear to be a good guide.
Investors might want to bet on Franco-Nevada (FNV - Free Report) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.
The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.
Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.
Therefore, the Zacks rating upgrade for Franco-Nevada basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
For Franco-Nevada, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for Franco-NevadaThis precious metals streaming and royalty company is expected to earn $8.85 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for Franco-Nevada. Over the past three months, the Zacks Consensus Estimate for the company has increased 15.8%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of Franco-Nevada to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Ten years is a long time. In a decade, interest rates will have cycled multiple times, a recession will have come and gone, and the stocks that dominate the headlines today will likely have been replaced by something no one is talking about yet. That's exactly why dividend investing across a 10-year window is different from everything else in a portfolio.
You're not really trying to predict the next quarter or the next runner. You're buying businesses that will pay you while you wait, and ideally pay you more each year than they did the year before. The three companies below are solid dividend stocks to hold for the next 10 years.
1. The Clorox Company The Clorox Company (CLX +2.25%) has been through a stretch that would have broken a lesser brand. A $580 million ERP system upgrade in 2023 caused a cyberattack disruption that knocked organic sales down 17% in a single quarter. The stock fell to decade-low valuations. Most investors moved on.
Image source: Getty Images.
What happened next is the actual story. Clorox spent the following years rebuilding, and in January 2026, it made its most significant strategic move in decades: a $2.25 billion acquisition of GOJO Industries, the maker of Purell. The deal closed April 1, 2026. Purell is not a specialty brand. It is the category. After the pandemic permanently changed how the world thinks about hand hygiene, owning Purell for the next 10 years means owning a product that now lives in every school, hospital, office building, and restaurant in the country, as a reflex rather than a purchase decision. Clorox's long-term sales target of 3% to 5% organic growth now has a new engine behind it.
The near-term noise is real: Fiscal 2026 earnings-per-share guidance was cut as GOJO integration costs and debt weighed on the balance sheet. The stock yields nearly 5% at current prices. Morningstar values it at $134 per share against a price near $95. For a 10-year holder, those integration costs become a footnote. The Purell brand does not.
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2. Brown-Forman Corporation Brown-Forman Corporation (BFB 0.07%) has raised its dividend for 42 consecutive years. That streak covers the dot-com crash, the 2008 financial crisis, COVID-19, and the current macro uncertainty, and it kept going through all of it. The company makes Jack Daniel's, Woodford Reserve, Herradura Tequila, and el Jimador, among others. Its core product is aged whiskey, which takes years to produce, creates a natural supply constraint, and carries margin profiles that most consumer goods companies would trade anything to have.
The stock is under pressure right now because the global spirits market has softened. Premium bourbon and tequila consumers pulled back in 2025 and early 2026 as price fatigue set in after years of category inflation. This is all a cyclical problem, not a structural one. Meanwhile, Brown-Forman launched Jack Daniel's Tennessee Blackberry in 2026 and saw "outstanding consumer engagement" on the new flavor extension -- proof that the brand still has room to grow inside an audience it already owns.
The dividend yield near current prices sits around 3.6%. A decade from now, if Brown-Forman maintains its historical dividend growth rate of roughly 6% to 8% per year, the yield on today's cost basis will be substantially higher, which is the entire logic of buying a dividend grower when sentiment is low. Ten years of compounding on a premium spirits portfolio is a quiet but powerful bet.
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3. Kimberly-Clark Kimberly-Clark (KMB +3.43%) is in the middle of what its own company filings call the most consequential transformation in its 154-year history. The company that makes Huggies, Kleenex, Scott, Cottonelle, and Pull-Ups is rebuilding itself from the inside -- selling lower-margin businesses, restructuring its cost base, and reinvesting in brand equity and product innovation.
In Q1 2026, adjusted operating profit grew 3.7%, and the company reaffirmed its full-year guidance -- a signal that the restructuring isn't disrupting the underlying business. In May, Pull-Ups launched a new Learning Layer system that adds educational interactivity to the training pant category. That might sound like a small product update, but Kimberly-Clark has been a Dividend King -- notching 50-plus consecutive years of dividend increases -- by making exactly these kinds of moves: incremental improvements to products parents buy on autopilot, over and over, for decades.
The pending combination with Kenvue (KVUE +3.08%) will create one of the world's largest personal care and consumer health platforms. For a 10-year investor, that combination means owning Kleenex, Huggies, Neutrogena, Tylenol, and Listerine under one operational umbrella. The dividend yield is safe, the brands are permanent, and the stock doesn't show up on any "hot picks" list, which is common for 10-year compounders.
America’s No. 1 cake mix brand* reveals America’s favorite birthday cake flavors by state and invites families nationwide to celebrate summer traditions together with free cakes
MINNEAPOLIS--(BUSINESS WIRE)--Betty Crocker, America’s favorite cake mix brand*, has helped families celebrate birthdays for generations and as the country prepares to blow out 250 candles, General Mills is giving away up to one million free cakes from the brand to mark the milestone birthday.
General Mills' own history is deeply intertwined with American families and their culinary traditions. Founded in 1866 in Minneapolis by bringing together regional milling companies to create one of the nation’s earliest food companies, General Mills is celebrating its own 160th birthday this year. Today, the company is a cornerstone of American pantries, with its products in more than 90% of households across the country. Betty Crocker, one of General Mills’ most iconic brands, was introduced in 1921 and quickly became a beloved and trusted voice in American homes, offering baking advice through radio programs, cookbooks and recipes.
“Betty Crocker is a true icon of the kitchen that has brought families together to celebrate and connect for generations. From birthdays and holidays to heartwarming everyday moments, with Betty, it’s always a little more special,” said Luke Niethammer, Business Unit Director for Betty Crocker at General Mills. “This summer, we’re thrilled to be able to help families across America come together and celebrate this milestone. Because when it comes to celebrating life’s special moments, Betty Crocker is always there to help.”
Driven by a desire to understand what truly makes these celebrations complete, and with cake mixes and frostings for every occasion — from a classic yellow cake with chocolate frosting to strawberry, carrot and triple chocolate cake mixes — Betty Crocker recently surveyed consumers nationwide** about their birthday dessert traditions. The findings reveal that cake remains at the center of the annual moments, with 76% agreeing it does not feel like a birthday celebration without cake.
The survey also uncovered a sweet point of agreement across the country. Chocolate ranked as the top birthday cake flavor in 49 states, earning the title as America’s favorite, with 30% choosing it as their top pick. Kentucky was the only state to choose another flavor (Red Velvet).
Beyond flavor preferences, the findings show that cake continues to play a central role in how we celebrate birthdays and share special moments together:
51% say cake is the dessert they most want at a birthday celebration. 39% prefer homemade birthday cake, ahead of bakery-made cakes at 28% and grocery store cakes at 11%. 36% say sharing cake with others is one of the most important parts of a birthday cake. When it comes to cake toppings, classic is preferred, with 47% saying frosting alone is best. Cream cheese ranked as America’s favorite birthday cake frosting flavor (29%), and 50% say the corner slice with two edges of frosting is the best slice of cake. To claim a free cake, consumers can purchase a participating Betty Crocker cake mix product and visit www.AmericasBirthday.BettyCrocker.com to submit a photo of the receipt for the chance to receive reimbursement up to $3.99, while supplies last.***
Follow @BettyCrocker on Instagram, Facebook and TikTok for more baking inspiration this summer.
*Based on 52 Weeks of Nielsen Sales Data for Dry Cake Mixes ending 6/6/26
**The survey of 5,000 Americans (100 in each state) was conducted by Talker Research on the behalf of Betty Crocker between May 28 and June 5, 2026
***Void in RI, CT, ND, NC, and Miami Dade County. U.S., 18+. Purchase participating Betty Crocker™ Cake Mix between 6/18/26 & 7/11/26. Submit photo of receipt to www.AmericasBirthday.BettyCrocker.com by 7/25/26 @ 11:59:59 PM CT. Rebate not provided at register. Rebate is purchase price of Betty Crocker™ Cake Mix (up to $3.99). Rebate provided via PayPal or Venmo. 1 per person. See Terms @ website for details. For Questions: [email protected]
About General Mills
General Mills makes food the world loves. The company is guided by its Accelerate strategy to boldly build its brands, relentlessly innovate, unleash its scale and stand for good. Its portfolio of beloved brands includes household names like Cheerios, Nature Valley, Blue Buffalo, Häagen-Dazs, Old El Paso, Pillsbury, Betty Crocker, Totino’s, Annie’s, Wanchai Ferry and more. General Mills generated fiscal 2025 net sales of U.S. $19 billion. In addition, the company’s share of non-consolidated joint venture net sales totaled U.S. $1 billion. For more information, visit www.generalmills.com.
General Mills remains a 'sell' as fundamentals deteriorate, with no positive catalysts or turnaround in sight. Sales, margins, and cash flows are declining, while the dividend yield has surged above 7%, raising sustainability concerns. Organic sales fell 3% in the latest quarter, with operating earnings down 41% and pricing power eroding across segments.
Get Love Made Fresh delivered straight to your door with an exclusive Instacart offer, plus tips from canine cognitive scientist Dr. Evan MacLean to give dogs a Fourth of July they can stomach
MINNEAPOLIS--(BUSINESS WIRE)--As communities across the country gear up for larger-than-usual festivities to celebrate America’s momentous 250th birthday (that’s its 1750th in dog years!), Blue Buffalo is launching a collection of dog-first activities, deals and resources to help pets stay calm during the noise and excitement of the holiday, including a first-of-its-kind dog-friendly fireworks experience.
"America's 250th birthday is a once-in-a-generation celebration, but while fireworks are fun for people, large booms and neighborhood firecrackers make this one of the most stressful times of the year for dogs," said Nicole Ayers, Business Unit Director for Growth Accelerators, North America Pet, General Mills. “We know pets are family, and this year, we're helping pet parents bring less stress and more tail wags to the holiday with enrichment ideas and Love Made Fresh, turning the Fourth of July into a moment the whole family can enjoy.”
Blue Buffalo Launches the Dog Friendliest Fireworks Show
Dropping July 1 on Blue Buffalo’s YouTube channel, the dog-friendliest fireworks show is a five-hour animated experience featuring soothing sounds and visuals inspired by dogs’ favorite things — treats, toys and food. Developed with guidance from canine cognitive scientist Dr. Evan MacLean, Ph.D, the experience is designed to help keep dogs distracted and comfortable during firework displays.
In addition to the show, pet parents can get real-time support on the Fourth of July via Blue Buffalo on TikTok and Instagram by simply tagging or direct messaging the brand for tips, distraction ideas and expert advice when it’s needed most.
Expert -Approved Tips to Help Dogs Manage Fireworks Stress
MacLean also recommends the following tips for keeping dogs engaged and calm during America’s biggest birthday weekend:
Let Your Dog Choose Their Safe Space: During stressful events, dogs often seek spaces that feel secure to them. If it’s safe and in a quieter area, let them choose where they feel most comfortable, and close all windows and doors to the outside to help muffle loud sounds. If a dog prefers their crate, secure the crate in a quiet area if possible. Utilize Food & Play During Fireworks: Instead of trying to comfort your dog every time fireworks go off, give them something purposeful to do. Sniffing games, food puzzles and hiding treats or kibble, such as Love Made Fresh meatballs, can help redirect attention. Build a Ritual with a Treat: Create a special ritual that only happens during fireworks or exposure to other loud noises, such as thunderstorms or vacuums. For example, pet parents can share their love of a frozen treat on a sizzling summer day with their dog by freezing Blue Buffalo Love Made Fresh stews using a silicone treat mold or spread in a freezer-safe shallow bowl or dish. Consistently providing a treat to your dog whenever there is a loud noise can help decrease noise phobia as your dog begins to associate the reward with the sound over time. Expert tip: be sure to bring the treat out before the first fireworks begin. Watch for the Recovery Window: Pet parents should not assume that the stress is over once the fireworks end as many dogs will continue to have signs of anxiety after the event. Instead, focus on helping dogs decompress afterwards with plenty of fresh water, a calm and quiet environment, and a return to their normal routine. Providing high quality nutrition is also a simple and convenient way to help during this sensitive time. Build a Fireworks “Survival Kit": Pet parents can build a simple fireworks survival kit with treats, enrichment toys, water and comfort items, such as an article of clothing worn by the pet parent, so that everything is ready before the first BOOM! Pet parents should also consult with their veterinarian who can provide additional support to help decrease fear and anxiety during stressful situations. Lend a Helping Hand: Gentle petting, using long slow strokes is great way to help your pup relax and feel safe. It can reduce stress hormones and promote a sense of calm and connection you can both enjoy. Blue Buffalo Fourth of July Offers
To help pet parents stock up on food and treats before the celebrations begin — or to call in reinforcements when the neighborhood fireworks start early — Blue Buffalo is partnering with Instacart to offer $4 off a $20 purchase of Love Made Fresh products and Nudges treats with code BLUE1750 from June 25 through July 17.
For more information, visit BlueBuffalo.com, and follow along at @bluebuffalo on social media to get notified as soon as the dog-friendliest fireworks show is available for viewing.
About General Mills
General Mills makes food the world loves. The company is guided by its Accelerate strategy to boldly build its brands, relentlessly innovate, unleash its scale and stand for good. Its portfolio of beloved brands includes household names like Cheerios, Nature Valley, Blue Buffalo, Häagen-Dazs, Old El Paso, Pillsbury, Betty Crocker, Totino’s, Annie’s, Wanchai Ferry and more. General Mills generated fiscal 2025 net sales of U.S. $19 billion. In addition, the company’s share of non-consolidated joint venture net sales totaled U.S. $1 billion. For more information, visit www.generalmills.com.
About Blue Buffalo
Blue Buffalo started with a promise made to a lovable Airedale named Blue who struggled with cancer, the #1 disease-related killer of dogs and cats. His family, the Bishops, wanted to feed him the best food possible, so they searched for food with high-quality ingredients, but decided to create something even better – natural pet food for dogs and cats with nutritious ingredients, real meat first, and some of the highest standards in the industry. Since Day 1, BLUE’s team of veterinarians and animal nutritionists have carefully selected high-quality, natural ingredients and upheld its True BLUE Promise to dog and cat pet parents – real meat as the first ingredient with NO chicken (or poultry) by-product meals, NO corn, wheat or soy, and NO artificial flavors or preservatives. The result is a portfolio of high-quality, natural food and treats that both dogs and cats love. This simple idea: “Love them like family. Feed them like family.” lives on today in every Blue Buffalo recipe. Visit BlueBuffalo.com to learn more.
General Mills faces ongoing volume softness and portfolio reshaping and is down 31% since December 2025. Despite a 7.3% yield, GIS is downgraded to sell due to persistent margin compression and weak forward guidance. Q4 FY26 may benefit from an extra week and inventory reversal, but organic growth and EPS are expected to disappoint.
America's number one cereal brand is teaming up with Ashley Iaconetti Haibon to introduce the newest flavor of Cheerios Protein, Honey Nut, and “Honey Nuts For You” rings
MINNEAPOLIS--(BUSINESS WIRE)--Between short-lived flings and endless choices that don’t fit their lifestyle, protein seekers have been stuck playing the field for far too long. Cheerios Protein cereal, now available in Honey Nut flavor, is the one you’ve been waiting for — an easy way to add 8g of protein per serving to any moment with the taste people already love.
With a little help from its iconic mascot Buzz, the cereal is turning the timeless Cheerios shape into the ultimate symbol of commitment: a ring.
Tapping into the blind-box cultural trend and the feeling that comes with finding “the one,” Cheerios is releasing a limited-edition “Honey Nuts For You” ring collection, featuring four iconic designs, including the covetable 8K gold-plated collectible:
8K O-fficial: This ring takes it straight to forever with an 8K gold-plated design inspired by the cereal’s 8g of protein per serving. Little Spoon: A cute and cozy ode to the spoonful that started it all, this silver ring features your favorite cereal-eating utensil. Bee Mine: Striped like the loveable Buzz, this black-and-yellow ring will make your heart grow wings. Hive Found the One: With a rose-gold honeycomb pattern and honey-colored enamel, this ring is sure to bee a keeper. "At Cheerios, we are always looking at how we can innovate by solving problems and delivering joy to consumers," said Emilie Knox, Vice President and Business Unit Director for Cheerios at General Mills. "For decades, Honey Nut Cheerios and Buzz have provided spoonfuls of joy to families everywhere, and now with new Honey Nut Cheerios Protein, they'll have another delicious reason to fall for a familiar favorite — with 8g of Protein in every serving."
To hard launch the new proteinship (yes, a relationship with protein), Honey Nut Cheerios is teaming up with reality TV star Ashley Iaconetti Haibon to debut the new collection. As a fan-favorite known for her on-air journey to find the one and never settle, she’s bringing her expertise and love for Honey Nut Cheerios to the dining table in this new partnership that’s a perfect match.
“You could say I know a thing or two about searching for the one, and when you finally find it, you never let it go,” said Ashley Iaconetti Haibon. “Honey Nut Cheerios has been a staple in my pantry for as long as I can remember. It’s a nostalgic taste that instantly takes me back, and now Honey Nut Cheerios Protein brings that same comfort with a little extra protein boost to help me and my family take on whatever the day has in store.”
Honey Nut Cheerios Protein is also debuting a new ad campaign, which comes to life in a 30-second hero film, “The One.” In the spot, a weary shopper is struck with love-at-first sight with the protein option she’s been waiting for. Buzz plays wingman in her grocery aisle, reinforcing that Cheerios delivers great taste and protein in one bowl. The campaign will roll out across OLV, CTV, YouTube, linear and social platforms.
Grab a limited-edition “Honey Nuts For You” bundle that includes a surprise ring from the collection and a box of the new Honey Nut Cheerios Protein cereal, for $8 at http://honeynutsforyou.cheerios.com beginning June 23 at 1 p.m. ET, with a second chance to lock down the one on June 30 at 1 p.m. ET, while supplies last.
About General Mills
General Mills makes food the world loves. The company is guided by its Accelerate strategy to boldly build its brands, relentlessly innovate, unleash its scale and stand for good. Its portfolio of beloved brands includes household names like Cheerios, Nature Valley, Blue Buffalo, Häagen-Dazs, Old El Paso, Pillsbury, Betty Crocker, Totino’s, Annie’s, Wanchai Ferry and more. General Mills generated fiscal 2025 net sales of U.S. $19 billion. In addition, the company’s share of non-consolidated joint venture net sales totaled U.S. $1 billion. For more information, visit www.generalmills.com.
Key Takeaways Campbell's launched its first gluten-free chicken noodle soup with Banza after 150 years.CPB said cooking-oriented soups remain a steady growth driver in Meals & Beverages.The company plans to spend more on insights, brand support and product innovation. The Campbell's Company (CPB - Free Report) is leaning further into evolving consumer preferences, using innovation and partnerships to expand the appeal of its iconic brands. The company’s latest move brings a fresh twist to one of its best-known products while tapping into rising demand for healthier and specialty food options.
Campbell’s and Banza have introduced Campbell’s Condensed Gluten Free Banza Chickpea Pasta and Chicken Soup, marking the first time in the brand’s roughly 150-year history that its flagship chicken noodle soup is available in a gluten-free format. The product combines Campbell’s traditional recipe with Banza’s chickpea-based pasta, which was specially developed to maintain its texture in broth. The soup is made with No Antibiotics Ever chicken sourced from USDA-approved U.S. suppliers.
The launch targets a growing market opportunity, with nearly 30% of U.S. consumers actively seeking gluten-free options. Through the partnership, Campbell’s aims to deliver the familiar taste of its iconic chicken noodle soup while extending the brand to consumers with specific dietary preferences.
The move also reflects Campbell’s ongoing efforts to reinforce its Meals & Beverages business. Management recently noted that cooking-oriented soup products have remained a steady growth driver, underscoring the resilience of the category and the importance of continued product innovation.
Strategically, the launch fits with Campbell’s efforts to strengthen its innovation pipeline and capitalize on durable at-home cooking trends. Management has indicated that Campbell’s plans to increase investments in consumer insights, brand support and product innovation to drive growth across its Meals & Beverages portfolio. The company also sees opportunities to introduce products that deliver new occasions and added health benefits, making innovations such as the gluten-free chicken noodle soup a natural extension of its strategy to keep the soup category relevant and broaden the consumer appeal.
Campbell's Zacks Rank & Share Price PerformanceShares of this Zacks Rank #4 (Sell) company have fallen 24.1% over the past six months, underperforming the industry’s decline of 15.2%. The stock also underperformed the broader Consumer Staples sector and the S&P 500, which rose 4.9% and 12.9%, respectively, over the same period.
CPB Stock's Past 6 Month Performance
Image Source: Zacks Investment Research
Is Campbell's a Value Play Stock?Campbell's currently trades at a forward 12-month P/E ratio of 10.42, which is lower than the industry average of 14.14 and below the sector average of 16.91. This valuation positions the stock at a modest discount relative to both its direct peers and the broader consumer staples sector.
CPB P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to ConsiderThe Chefs' Warehouse, Inc. (CHEF - Free Report) distributes specialty food and center-of-the-plate products in the United States, the Middle East and Canada. At present, CHEF carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for Chefs' Warehouse’s current fiscal-year sales and earnings implies growth of 8.3% and 24.7%, respectively, from the year-ago reported figures. CHEF delivered a trailing four-quarter earnings surprise of 28.9%, on average.
The Vita Coco Company, Inc. (COCO - Free Report) develops, manufactures, markets and distributes coconut water products under the Vita Coco brand name in the United States, Canada, Europe, the Middle East, Africa and the Asia Pacific. COCO currently sports a Zacks Rank #1. The company delivered a trailing four-quarter earnings surprise of 11.7%, on average.
The Zacks Consensus Estimate for Vita Coco’s current fiscal-year sales and earnings indicates growth of 21.4% and 47.9%, respectively, from the year-ago reported numbers.
Tyson Foods, Inc. (TSN - Free Report) operates as a food company worldwide. It operates through four segments: Beef, Pork, Chicken and Prepared Foods. TSN currently carries a Zacks Rank of 2 (Buy). TSN delivered a trailing four-quarter earnings surprise of 18.1%, on average.
The Zacks Consensus Estimate for Tyson Foods’ current fiscal-year sales and earnings indicates growth of 4.8% and 1.9%, respectively, from the year-ago reported numbers.
CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell's Company (NASDAQ:CPB) (Campbell's) — Campbell's today announced two leadership transitions within its Operating Committee as Dan Poland, Executive Vice President and Chief Enterprise Transformation Officer, and Anthony Sanzio, Executive Vice President and Chief Communications Officer, plan to retire at the end of Campbell's fiscal year. Melissa Nippert will succeed Poland as Senior Vice President and Chief Transformation Officer, and Beth Jolly will.
KAPOLEI, Hawai‘i--(BUSINESS WIRE)--James Campbell Company LLC announced today it has completed the purchase of The Element, a Class A, garden-style 318-unit apartment community located in West O‘ahu, one of the fastest-growing regions in Hawai‘i. The Element marks the company’s first multifamily acquisition, and further diversifies and strengthens the company’s portfolio, which spans properties in 11 states and 14 markets.
“We are proud to acquire a best-in-class multifamily property near our headquarters in Kapolei – the heart of where our company got its start – and support the housing needs of West Oʻahu residents."
Share “We are proud to acquire a best-in-class multifamily property near our headquarters in Kapolei – the heart of where our company got its start – and support the housing needs of West Oʻahu residents,” said Kevin Penn, president and chief executive officer of James Campbell Company. “The Element is an exceptional residential community, and we are excited to bring the ownership of this top-tier property back into local hands as we intend to be long-term stewards of this residential community.”
Located in ʻEwa Beach, The Element is a half-mile from the University of Hawaiʻi – West O‘ahu campus and 500 feet from the Skyline Keoneʻae (UH West Oʻahu) rail station, which offers direct access to major employers including Joint Base Pearl Harbor-Hickam and Daniel K. Inouye International Airport, with future service planned to Downtown Honolulu in 2031. The property is within the Ho‘opili master-planned community – one of Oʻahu’s largest new residential developments – and benefits from close proximity to retail, dining, entertainment, and parks.
Built in 2020, The Element offers a mix of one, two and three-bedroom apartment homes. The community delivers an elevated living experience through comprehensive amenities, including a resort-style saltwater pool with cabanas, indoor-outdoor clubhouse, modern co-working facilities, shared outdoor kitchens and BBQ areas, a coffee shop, and a two-story, state-of-the-art fitness center.
Of the 318 rental units, 20% are reserved for people who earn no more than 80% of the area median income, preserving affordable housing in West O‘ahu.
The Element will continue to be professionally managed by Greystar, a global leader in rental housing, investment management, development, and property management, providing continuity through its institutional knowledge and operational expertise. Residents can expect the same high level of service, responsiveness, and care they have come to rely on, with day-to-day operations and the overall resident experience continuing seamlessly.
The acquisition of The Element is the second significant multifamily investment for James Campbell Company in recent months, and complements its active development of Nāliko, a 300-unit apartment community currently under construction in nearby Kapolei and scheduled for completion in late 2027.
To learn more about The Element and inquire about rental availability, visit https://www.theelementwestoahu.com/.
About James Campbell Company LLC
The James Campbell Company is a $4.8 billion private real estate investment firm headquartered in Kapolei, Hawaiʻi with a legacy spanning over 160 years. The company has grown into a nationally diversified company with over 22 million square feet of properties and more than 2,300 acres of land in 11 states and Washington, D.C. James Campbell Company focuses on stewarding its properties with integrity and nurturing long-term growth for the people and communities it serves in Hawaiʻi and beyond.
Visuals: Photos of The Element are provided for your use courtesy of James Campbell Company and Greystar.
The deterioration in Campbell's gross and operating margins has been ongoing for an extended time period and seems to be accelerating. Q3, 2026 reported results met expectations with a sales match and an earnings beat of $0.02. However, future quarters will be challenging. An examination of standard metrics measuring Fixed Asset usage reveals inefficiencies that are structural in nature and are inferior to most peer group members.
Big Tech stocks are down big today, including Google parent Alphabet (Nasdaq: GOOGL), which at a 5% drop is suffering its most severe drop over the past 12-month stretch.
Chip stocks are the exception, with Micron (Nasdaq: MU) and Intel (Nasdaq: INTC), up 5% and 3.7%, respectively. Micron reports its quarterly earnings later this week.
Yesterday
Amazon (NASDAQ:AMZN | AMZN Price Prediction) shares are under pressure Monday, shedding nearly 5%, even as Prime Day projections paint an upbeat picture for the retail event. U.S. online spending during Prime Day is expected to climb 9% to $26.3 billion, driven by demand for discounted back-to-school and household goods, with Amazon on track to capture roughly 60% of total U.S. online spending during the event, its strongest share since 2019, per Bloomberg.
Yesterday
Bank of America is making one of the more hawkish rate calls on Wall Street, projecting the Federal Reserve will raise rates three times before year-end, with quarter-point increases expected in September, October, and December that would push the benchmark rate to a range of 4.25% to 4.50%. Analysts do not see cuts resuming until 2028, a timeline that, if accurate, would represent a significant tightening cycle landing on top of an already rate-sensitive market.
This article will be updated throughout the day, so check back often for more daily updates.
Markets are taking a step forward Monday after Thursday’s broad-based surge, with the Nasdaq Composite trading near the flatline. Wall Street is shifting its attention to Iran war negotiations and a key inflation reading due later in the week. The S&P 500 is advancing modestly, up 0.2%, while the Dow is adding 201 points, or 0.4%, as the session’s tone reflects cautious optimism after last week’s impressive comeback, when the Nasdaq jumped 1.9%, the S&P 500 climbed 1.1%, and the Russell 2000 led the charge with a 2.1% gain.
Oil is the macro story setting the tone, with Brent crude slipping 1.6% to around $79.30 a barrel and WTI pulling back to near $76 after mediators Qatar and Pakistan confirmed that U.S. and Iranian officials have agreed on a roadmap to reach a final deal within 60 days.
Micron Technology (NASDAQ:MU) is standing out as one of the session’s early bright spots, adding around 5% as investors position ahead of the chipmaker’s quarterly report due Wednesday after the bell. SpaceX (NASDAQ:SPCX) is moving in the opposite direction, shedding more than 5% and on pace for its third straight daily decline as some of the post-IPO euphoria continues to unwind.
Here’s a look at where things stand as of pre-morning trading:
Dow Jones Industrial Average: 51,840 Up 0.54%
Nasdaq Composite: 26,517 Flat
S&P 500: 7.526 Up 0.35%
Market Movers Memory supplier Micron Technology (NASDAQ:MU) and Anthropic announced a wide-ranging partnership Monday spanning memory and storage AI architecture design, supply and demand planning, enterprise adoption of Claude across Micron’s operations, and a strategic investment in Anthropic’s Series H funding round. Needham more than tripled its price target on Micron to $1,550 from $500, maintaining its Buy rating ahead of the chipmaker’s earnings on Wednesday.
Marvell Technology (NASDAQ:MRVL) is set to join the S&P 500, replacing Campbell Soup Company (NYSE:CPB) in the index, a reshuffling that reflects just how dramatically the AI buildout has redrawn the map of corporate America’s most valuable businesses.
SpaceX (NASDAQ:SPCX) is moving quickly to capitalize on its IPO momentum, announcing an inaugural offering of senior unsecured notes via an SEC filing, with proceeds earmarked to repay a bridge loan and fund general corporate purposes.
Recognized by Points of Light’s 2026 The Civic 50 for leadership in community engagement and social impact
CAMDEN, N.J.--(BUSINESS WIRE)--The Campbell’s Company (NASDAQ:CPB) has been named a 2026 honoree of The Civic 50®, Points of Light’s annual recognition of the 50 most community-minded companies in the United States.
Now in its 14th year, The Civic 50 is the nation’s leading corporate social impact recognition program, honoring companies that demonstrate excellence in employee volunteering, community investment and social impact strategy. Companies are evaluated through a comprehensive survey that measures how they use their time, resources and talent to strengthen communities and create meaningful social impact.
“We believe food connects people and that purpose drives how we show up for our communities,” said Mick Beekhuizen, president and CEO of The Campbell’s Company. “This recognition reflects the dedication of our employees who care for our communities through volunteering and giving, and the commitment of The Campbell’s Foundation to invest in the neighborhoods we call home. We’re proud to continue building on our legacy of impact.”
Campbell’s is an active partner in its hometown of Camden, New Jersey, and communities across the United States. Through employee volunteerism, strategic grantmaking and nonprofit partnerships, the company focuses its community impact efforts on increasing food access, encouraging healthy living, and nurturing neighborhoods where Campbell’s operates.
In fiscal 2025, employees contributed more than 27,000 volunteer hours to support local organizations and community initiatives.
The company’s philanthropic work is driven by The Campbell’s Foundation, which provides Community Impact Grants, supports long-term partnerships addressing food access and food security, and matches employee charitable donations.
Campbell’s also continues to advance its Full Futures initiative, a community-driven approach to strengthening school nutrition environments in Camden, N.J.; Charlotte, N.C.; and Hanover, Pa. The program supports healthy school food environments through cafeteria upgrades, expanded meal programs, menu improvements and nutrition education.
“Today’s leading companies understand that community engagement is more than a program, it’s a reflection of their commitment to advancing social impact in ways that strengthen both their company and the communities they serve,” said Jennifer Sirangelo, president and CEO of Points of Light. “Campbell’s demonstrates how to embed purpose into the employee experience, build authentic relationships with communities and use business as a force for good. We’re proud to honor them with the 2026 Civic 50 award.”
The Civic 50 is the only national survey and ranking system focused on measuring corporate community engagement.
Campbell’s has a longstanding history of community engagement and has previously been recognized by The Civic 50, including at the national and regional level. For more information about The Civic 50, visit pointsoflight.org/the-civic-50.
About The Campbell’s Company
For more than 155 years, The Campbell’s Company (NASDAQ:CPB) has been connecting people through food they love. Headquartered in Camden, N.J. since 1869, generations of consumers have trusted Campbell’s to provide delicious and affordable food and beverages. Today, the company is a North American focused brand powerhouse, generating fiscal 2025 net sales of $10.3 billion across two divisions: Meals & Beverages and Snacks. Campbell’s portfolio of 16 leadership brands includes: Campbell’s, Cape Cod, Chunky, Goldfish, Kettle Brand, Lance, Late July, Pace, Pacific Foods, Pepperidge Farm, Prego, Rao’s, Snack Factory pretzel crisps, Snyder’s of Hanover, Swanson and V8. For more information, visit www.thecampbellscompany.com.
The Campbell’s Company (NASDAQ:CPB) has been named a 2026 honoree of The Civic 50®, Points of Light’s annual recognition of the 50 most community-minded companies in the United States.
Now in its 14th year, The Civic 50 is the nation’s leading corporate social impact recognition program, honoring companies that demonstrate excellence in employee volunteering, community investment and social impact strategy. Companies are evaluated through a comprehensive survey that measures how they use their time, resources and talent to strengthen communities and create meaningful social impact.
“We believe food connects people and that purpose drives how we show up for our communities,” said Mick Beekhuizen, president and CEO of The Campbell’s Company. “This recognition reflects the dedication of our employees who care for our communities through volunteering and giving, and the commitment of The Campbell’s Foundation to invest in the neighborhoods we call home. We’re proud to continue building on our legacy of impact.”
Campbell’s is an active partner in its hometown of Camden, New Jersey, and communities across the United States. Through employee volunteerism, strategic grantmaking and nonprofit partnerships, the company focuses its community impact efforts on increasing food access, encouraging healthy living, and nurturing neighborhoods where Campbell’s operates.
In fiscal 2025, employees contributed more than 27,000 volunteer hours to support local organizations and community initiatives.
The company’s philanthropic work is driven by The Campbell’s Foundation, which provides Community Impact Grants, supports long-term partnerships addressing food access and food security, and matches employee charitable donations.
Campbell’s also continues to advance its Full Futures initiative, a community-driven approach to strengthening school nutrition environments in Camden, N.J.; Charlotte, N.C.; and Hanover, Pa. The program supports healthy school food environments through cafeteria upgrades, expanded meal programs, menu improvements and nutrition education.
“Today’s leading companies understand that community engagement is more than a program, it’s a reflection of their commitment to advancing social impact in ways that strengthen both their company and the communities they serve,” said Jennifer Sirangelo, president and CEO of Points of Light. “Campbell’s demonstrates how to embed purpose into the employee experience, build authentic relationships with communities and use business as a force for good. We’re proud to honor them with the 2026 Civic 50 award.”
The Civic 50 is the only national survey and ranking system focused on measuring corporate community engagement.
Campbell’s has a longstanding history of community engagement and has previously been recognized by The Civic 50, including at the national and regional level. For more information about The Civic 50, visit pointsoflight.org/the-civic-50.
About The Campbell’s Company
For more than 155 years, The Campbell’s Company (NASDAQ:CPB) has been connecting people through food they love. Headquartered in Camden, N.J. since 1869, generations of consumers have trusted Campbell’s to provide delicious and affordable food and beverages. Today, the company is a North American focused brand powerhouse, generating fiscal 2025 net sales of $10.3 billion across two divisions: Meals & Beverages and Snacks. Campbell’s portfolio of 16 leadership brands includes: Campbell’s, Cape Cod, Chunky, Goldfish, Kettle Brand, Lance, Late July, Pace, Pacific Foods, Pepperidge Farm, Prego, Rao’s, Snack Factory pretzel crisps, Snyder’s of Hanover, Swanson and V8. For more information, visit www.thecampbellscompany.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260623421736/en/
Many investors are chasing life-changing gains by buying shares in top artificial intelligence companies. That makes sense. The industry could offer (and already has offered) multiple transformative investment opportunities. It's a great idea to try to capitalize on this. However, it's also important not to forget about other proven strategies for earning solid long-term returns, one of which is to invest in strong dividend-paying corporations. With that in mind, let's consider three dividend stocks that are worth buying right now: AbbVie (ABBV +2.06%), Walmart (WMT +2.11%), and Becton, Dickinson (BDX +2.28%).
Image source: Getty Images.
1. AbbVie AbbVie, a leading pharmaceutical company, has not performed well this year. The company's shares are down 5% year to date. However, that has as much to do with broader weakness in the healthcare sector as anything AbbVie did wrong. In fact, the company's financial results have been pretty strong. The drugmaker exceeded expectations in the first quarter. Further, AbbVie's long-term outlook remains bright. The company's two main growth pillars, Skyrizi and Rinvoq, continue to defy expectations and should remain important growth drivers into the next decade.
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AbbVie has several other important products, including its Botox franchise, among others. The company also has a deep pipeline, with several exciting products that could eventually become meaningful growth drivers, including in the weight loss market. AbbVie has overcome significant patent cliffs in the past and should do so again, thanks to its innovative qualities. Finally, AbbVie is a fantastic dividend stock. It is a member of the Dividend Kings, a group of companies that have achieved at least 50 consecutive years of payout increases. All these factors make AbbVie a solid dividend stock to buy and hold onto for a while.
2. Walmart Walmart's shares dropped significantly after its latest earnings. Though its results were pretty good, the company's outlook did not inspire confidence. There is no question that Walmart may have a rough go of it in the near term. Broader economic problems, such as inflation and tariffs, may lead to lower foot traffic in its stores and overall unimpressive sales. However, it remains an excellent stock to buy and hold. Here are three reasons why. First, even in the current environment that will be unfriendly to much of the retail industry, Walmart should perform better than most of its peers thanks to its ability to offer competitive prices. Walmart is known for its Everyday Low Price guarantee, and combined with its significant retail footprint, it should help the company generate somewhat decent sales and earnings even if we enter a recession.
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Second, Walmart is tapping into important long-term opportunities that should help improve its profits and margins. The company's higher-margin e-commerce operations have been growing faster than the rest of the business for years and are also helping it ramp up its digital advertising unit, another highly profitable business. Both e-commerce and digital advertising have a long runway for growth, and that's great news for Walmart. Finally, the company also has an impressive dividend track record. It has recorded 53 consecutive years of dividend increases, making it a Dividend King. Walmart is a great income play for investors focused on the long haul.
3. Becton, Dickinson Becton, Dickinson has been facing challenges for years. Between broader economic problems and slow revenue and earnings growth, the company's shares have lagged the market. However, the stock could still deliver competitive returns -- especially with dividends reinvested -- for investors willing to be patient. Despite the headwinds it has faced, the medical device specialist remains a leader in its niche, providing a range of devices and tools healthcare professionals use regularly. The list includes items such as needles and syringes, specimen collection tools, infusion systems, and more.
Crucially, over 90% of the company's revenue is from recurring consumables. Also, the company has spun off several parts of the business -- including most recently its biosciences and diagnostic solutions segment. Getting rid of this lower growth unit should help boost the company's sales growth.
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Further, Becton, Dickinson has several attractive opportunities, one of the most important being in the GLP-1 market. The company provides pharmaceutical leaders with prefillable syringes that patients use to inject themselves with GLP-1 medications. Becton, Dickinson set a goal of reaching $1 billion in GLP-1-related revenue by the end of the decade, and the company said earlier this year that it was almost halfway there. Beyond that, Becton, Dickinson's innovative qualities should help it pounce on other growth avenues. Finally, the company is also a Dividend King, having raised its payouts for 54 consecutive years. It'd be a great move for dividend seekers to buy this company's shares on the dip.
Buying a stock to hold forever isn't as simple as it sounds. Few companies can consistently win year in and year out, decade after decade. But it does happen in evergreen industries, such as healthcare and consumer goods, where brand power, deep pockets, and even patents can keep competitors at bay.
Achieving decades of uninterrupted dividend increases is a remarkable feat that only world-class companies can pull off. Remember, dividends are a cash expense, so a business must grow to continue sending all that money to shareholders.
These five blue chip dividend stocks have done it. No, they won't make you rich overnight. But don't underestimate the compounding effect of reinvesting a growing dividend. They are still worth buying and carving out permanent spots in your portfolio for.
Image source: The Motley Fool.
1. AbbVie Biopharmaceutical giant AbbVie (ABBV +2.06%) has a storied history, dating back decades to its time as part of Abbott Laboratories, before it began trading independently in 2013. Counting the Abbott years, AbbVie is a Dividend King, a company with at least 50 consecutive annual dividend increases. Today, AbbVie develops treatments across immunology, oncology, neuroscience, eye care, and aesthetics, and has 12 products that topped $1 billion in sales in 2025.
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AbbVie's diverse sales base is ideal for a buy-and-hold stock, and the company has proven it can adapt as key patents, such as Humira, expired in 2023. AbbVie's dividend is still less than half of its 2026 earnings estimates, and Wall Street anticipates annualized earnings growth above 20% over the next several years.
2. McDonald's Fast-food pioneer McDonald's (MCD +0.58%) is a global burger empire today with more than 45,000 locations across over 100 countries. Its food appeals to value-focused consumers and is a symbol of Americana worldwide.
The company franchises its restaurants to operators who shoulder most of the operating expenses. The fees and royalties from all those stores generate steady, recurring revenue.
As a result, McDonald's has been a fantastic dividend stock for a long time. The company is essentially knocking on the door of Dividend King status, poised to join that exclusive club with its next dividend raise later this year. McDonald's continues to expand and innovate its way to growth.
The dividend is only 57% of 2026 earnings estimates, and analysts see McDonald's extending its streak, with high-single-digit earnings growth expected ahead.
3. Johnson & Johnson Few names resonate as Johnson & Johnson (JNJ +3.47%) does in the healthcare space. The company is a stalwart in pharmaceuticals and medical devices after spinning off its consumer products business as Kenvue.
Johnson & Johnson is also a legendary dividend stock with a whopping 64 consecutive dividend increases, one of the longest streaks on record. The healthcare behemoth has a diverse business, anchored by an AAA-rated corporate balance sheet.
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Johnson & Johnson is a textbook widow-and-orphan stock -- a boring, slow-growing dividend payer investors can depend on. It's only natural to have it on this list. Johnson & Johnson's dividend is also still in excellent financial health, consuming under half of its estimated 2026 earnings, even after all these increases. Analysts anticipate the business grinding forward, with annual earnings growth averaging 8% to 9% over the coming years.
4. Walmart Almost every American shops at Walmart (WMT +2.11%). Its massive scale enables it to procure and sell goods at the lowest prices, creating a self-fulfilling loop that makes Walmart tougher to compete with. The company isn't recession-proof, but so many people buy their groceries and household staples there that it has maintained and increased its dividend for 53 years and counting.
When e-commerce disrupted the retail industry, Walmart utilized its stores and supply chain to compete with Amazon. E-commerce is now a genuine growth engine for Walmart. Analysts see the company growing earnings by an average of 9% over the next three to five years, which should help it continue growing its bottom line and dividend. The dividend is only 34% of Walmart's 2026 earnings estimates, so there's plenty of cushion.
5. Becton, Dickinson Global medical technology company Becton, Dickinson (BDX +2.28%) sells healthcare products and systems across its four business segments: medical essentials, connected care, biopharma systems, and interventional. With over 33,000 patents and $1 billion in annual research and development spending, Becton, Dickinson has been at the cutting edge of healthcare for decades. And the stock is a Dividend King, with 54 consecutive yearly dividend increases.
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Analysts currently estimate the company's earnings will grow by just over 1% annually over the next several years. That's OK. You're not going to find a buy-and-hold stock that's firing on all cylinders all the time. Plus, the dividend is still only one-third of 2026 earnings estimates, so investors can feel confident in the dividend's safety while waiting for management to reignite growth.
Recognition from Vizient validates CentroVena One™ as a breakthrough innovation designed to simplify central line insertion and enhance patient and clinician safety FRANKLIN LAKES, N.J., June 23, 2026 /PRNewswire/ -- BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, today announced that its BD® CentroVena One™ Insertion System has been awarded an Innovative Technology contract from Vizient®, the nation's largest provider-driven healthcare performance improvement company.
The Company's Honors Celebrate Top Collaborators Demonstrating Excellence in Pro AV Integration, Distribution, and Consulting
, /PRNewswire/ -- Sony Electronics' Professional Display Solutions of America team named the 2026 winners of its annual Sony AV Partner Awards. The awards, which launched last year, honor exceptional achievements among integrators, distributors, consultants, and channel partners. Winners were selected by a panel of Sony judges who analyzed professional display sales, field collaboration, and business growth. Statues were distributed during InfoComm 2026 to acknowledge the honor.
"We are fortunate to collaborate with some of the most committed and highest-performing companies in the pro AV industry," said Rich Ventura, Vice President, Professional Display Solutions, Sony Electronics. "Together, we're working to elevate one another's businesses for the benefit of our end users. Recognizing the partners who have contributed most to our success is an honor because our efforts are a direct reflection of their focused dedication and support."
Categories and winners for 2026's Sony AV Partner Awards include:
Distributor of the Year: Almo Pro AV Integrator of the Year - North America: CTI Integrator of the Year – U.S.: FORTÉ Integrator of the Year - Canada: Matrix Video Communications Integrator of the Year – National Sales Partners: CDW Top Growth Integrator of the Year: Solutionz, Inc. Emerging Partner of the Year: Inter Technologies Corporation Alliance Partner of the Year: Peerless-AV Digital Signage Partner of the Year: VITEC Technology Partner of the Year: Crestron Electronics Consultant of the Year: NV5 For more information about Sony's presence at InfoComm 2026, please visit: https://pro.sony/infocomm or schedule a meeting with Sony at https://pro.sony/ue_US/infocomm-2026-registration-form. Follow the company on social media: LinkedIn, Twitter, Facebook, Instagram, and YouTube.
About Sony Electronics Inc.
Sony Electronics is a subsidiary of Sony Corporation of America and an affiliate of Sony Group Corporation, one of the most comprehensive entertainment companies in the world, with a portfolio that encompasses electronics, music, motion pictures, mobile, gaming, robotics and financial services. Headquartered in San Diego, California, Sony Electronics is a leader in electronics for the consumer and professional markets. Operations include research and development, engineering, sales, marketing, distribution and customer service. Sony Electronics creates products that innovate and inspire generations, such as the award-winning Alpha Interchangeable Lens Cameras and revolutionary high-resolution audio products. Sony is also a leading manufacturer of end-to-end solutions from 4K professional broadcast and A/V equipment to industry leading 4K and 8K Ultra HD TVs. Visit http://www.sony.com/news for more information.
For the first time ever, "Shot for SCREENX" captures filmmaker Destin Daniel Cretton's creative vision, in collaboration with Sony Pictures Entertainment, presenting a unique version of the film specifically designed for panoramic SCREENX auditoriums
, /PRNewswire/ -- CJ 4DPLEX, the world's leading producer of premium cinema formats and immersive theater experiences, announced today that Sony Pictures' highly anticipated Spider-Man: Brand New Day, directed by Destin Daniel Cretton, has been "Shot for SCREENX" as the company rolls out a brand new initiative for the company's immersive 270-degree panoramic cinema format.
CJ 4DPLEX ANNOUNCES SONY PICTURES' 'SPIDER-MAN: BRAND NEW DAY' SHOT FOR SCREENX Sony Pictures' Spider-Man: Brand New Day marks the first time CJ 4DPLEX collaborated with the filmmakers of a Spider-Man film from on-set production through theatrical exhibition, providing them with a new creative canvas. Designed specifically for SCREENX, the experience is an authentic extension of the filmmakers' vision that further brings fans into the world of Spider-Man™, surrounding audiences in ways uniquely possible in SCREENX auditoriums.
"CJ 4DPLEX and their team came to the set of Spider-Man: Brand New Day to shoot footage that you will experience specifically for SCREENX auditoriums," said Destin Daniel Cretton. "This is something truly unique."
"Shot for SCREENX represents an exciting evolution for our format," said Jun Bang, CEO, CJ 4DPLEX. "By working closely with Sony Pictures and Destin Daniel Cretton, and by utilizing our proprietary SCREENX production tools and presentation technology, we are able to expand the film's visual canvas while preserving the director's creative vision. Our goal is to create a more encompassing experience that brings audiences closer to the story, the action, and the world of Spider-Man."
"Sony Pictures and filmmaker Destin Daniel Cretton have been exceptional partners to CJ 4DPLEX, and Spider-Man represents the kind of event franchise that demonstrates the power of premium theatrical formats," said Don Savant, CEO & President, Americas, CJ 4DPLEX. "We're proud to continue our collaboration on Sony Pictures' Spider-Man: Brand New Day with a SCREENX presentation that celebrates the scale, energy and emotional depth of this beloved character in a way uniquely suited for the theatrical environment."
Advance tickets for Sony Pictures' Spider-Man: Brand New Day in SCREENX are now on sale at participating theater circuit websites and ticketing platforms including SCREENXtickets.com. Fans are encouraged to buy tickets early for the enhanced presentation, available for a limited theatrical run in select SCREENX auditoriums nationwide and internationally.
SCREENX is the world's first multi-projection cinema format, expanding select scenes of a film beyond the traditional frame and onto the side walls of the theater to create a 270-degree panoramic viewing environment. By surrounding audiences with imagery curated specifically for the format, SCREENX places moviegoers at the center of the story and delivers a theatrical experience that cannot be replicated at home.
Together, CJ 4DPLEX and Sony Pictures continue to advance the premium moviegoing experience, offering audiences innovative ways to experience major blockbuster films on the big screen.
About CJ 4DPLEX
CJ 4DPLEX is a proud subsidiary of CJ Group, Korea's leading lifestyle and culture company. Headquartered in Sangam, Seoul, we design and develop immersive cinema technologies that inspire audiences worldwide. Guided by creativity, technology, and cultural vision, we are committed to redefining the future of cinema starting right here in Korea.
CJ 4DPLEX is redefining the moviegoing experience across many countries worldwide, working with the world's top exhibitors to deliver SCREENX, 4DX and ULTRA 4DX to audiences everywhere. From the United States to Europe, Asia, and the Middle East, our global presence keeps growing driven by our mission to make immersive storytelling the standard in cinema. Innovation drives us to connect people beyond language and borders through shared experiences.
About SCREENX
SCREENX is the world's most immersive platform, breaking free from the boundaries of a single screen to place audiences at the heart of the story.
With visuals flowing seamlessly across the walls, SCREENX connects film and space, creating moments of true natural immersion. Every sequence is curated to reflect the director's vision, turning each film into a journey only SCREENX can deliver.
CJ 4DPLEX can be found at www.cj4dplex.com.
About Sony Pictures' Spider-Man: Brand New Day
It's a BRAND NEW DAY for Peter Parker. Fighting crime full-time as Spider-Man in a world that doesn't remember him—and the pressure of seeing his old friends move on without him—sparks a change in Peter he may not have the power to control. But that transformation might also be the only thing that can stop a shocking new threat to the city and those he loves - a powerful villain no one can even see.
The world may have forgotten Peter Parker, but he hasn't forgotten them.
Directed by Destin Daniel Cretton, the film is written by Chris McKenna & Erik Sommers and Justin Kuritzkes. Based on the MARVEL Comic Book by Stan Lee and Steve Ditko, Kevin Feige, p.g.a., Amy Pascal, p.g.a., Avi Arad and Rachel O'Connor, p.g.a. produced the film. Executive Producers are Louis D'Esposito and David Cain. The film stars Tom Holland, Zendaya, Sadie Sink, Jacob Batalon, Jon Bernthal, Tramell Tillman, Michael Mando and Mark Ruffalo. Credits not final.
On June 22, 2026, Sony Group Corp SONY shares fell 4.0% today, closing at $19.51. This decline comes as the stock has seen considerable volatility, with a 52-week range of $19.47 to $30.34.
GF Value™ verdict: Current price of $19.51 is 6.3% below the GF Value™ of $20.82.GF Score™: 79/100, indicating above-average potential based on GuruFocus' proprietary metrics.Most notable signal: Insider activity shows that insiders sold $10.5M of shares in the last 3 months with no buying reported. Is SONY Overvalued or Undervalued? Currently, Sony Group Corp SONY is trading at $19.51, which is below the GF Value™ of $20.82, indicating that the stock is 6.3% undervalued. This presents a margin of safety for potential investors, as the stock price is anticipated to rise closer to its intrinsic value. The GF Valuation label categorizes the stock as fairly valued, suggesting that while there is an opportunity, caution is warranted due to the current downward momentum observed in the stock's price action.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. As such, while the undervaluation indicates potential upside, the recent price drop may reflect underlying issues that investors should consider before making decisions.
How Does SONY's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 14.7x 16.4x Currently, Sony's forward P/E of 14.7x is below its 5-year median P/E of 16.4x, indicating that the stock is trading below its historical valuation levels. This analysis agrees with the GF Value™ verdict of undervaluation, suggesting that the current price presents a favorable entry point relative to the company's historical earnings metrics.
What Does SONY's GF Score™ Tell Us? Metric Rating GF Score™ 79/100 Financial Strength 8/10 Profitability 8/10 Growth 7/10 Valuation 9/10 Momentum 2/10 The GF Score™ of 79/100 indicates that Sony is in a solid position overall, especially in terms of Financial Strength (8/10) and Profitability (8/10). The Valuation score of 9/10 further emphasizes that the stock is undervalued based on its fundamentals. However, the Momentum rank of 2/10 highlights potential concerns about the stock's recent performance, suggesting that while the fundamentals are strong, the current market conditions may present challenges.
What Are Insiders Doing with SONY Stock? Insider activity at Sony Group Corp has shown a notable trend, with insiders selling $10.5 million worth of shares over the last three months without any reported buying. This pattern may suggest a lack of confidence among insiders regarding the near-term performance of the stock, which could be a red flag for potential investors. Such selling could indicate that insiders believe the stock may not rebound significantly in the short term.
What This Means for Investors Based on the analysis, Sony Group Corp SONY is currently undervalued according to GF Value™, presenting a potential opportunity for investors who are willing to consider the associated risks, including recent momentum concerns and insider selling trends.
For the complete analysis, visit the Sony Group Corp SONY stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is SONY's GF Score™?
SONY's GF Score™ is 79/100, indicating that the stock has above-average potential based on key metrics assessed by GuruFocus.
Is SONY overvalued or undervalued?
SONY is currently undervalued, trading at $19.51, which is 6.3% below the GF Value™ of $20.82.
What is SONY's P/E ratio?
SONY's forward P/E ratio is 14.7x, which is lower than its 5-year median P/E of 16.4x, suggesting it is trading below its historical valuation levels.
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].
Sony (SONY - Free Report) closed the most recent trading day at $19.51, moving -4.03% from the previous trading session. This change lagged the S&P 500's daily loss of 0.37%. Elsewhere, the Dow gained 0.29%, while the tech-heavy Nasdaq lost 1.33%.
The stock of electronics and media company has fallen by 8.18% in the past month, lagging the Consumer Discretionary sector's gain of 1.15% and the S&P 500's gain of 2.02%.
Market participants will be closely following the financial results of Sony in its upcoming release. The company's earnings per share (EPS) are projected to be $0.13, reflecting a 38.1% decrease from the same quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $17.99 billion, indicating a 4.29% growth compared to the corresponding quarter of the prior year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $1.28 per share and revenue of $78.5 billion, which would represent changes of +12.28% and -5.31%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for Sony. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Within the past 30 days, our consensus EPS projection has moved 0.19% lower. At present, Sony boasts a Zacks Rank of #3 (Hold).
From a valuation perspective, Sony is currently exchanging hands at a Forward P/E ratio of 15.85. This denotes a premium relative to the industry average Forward P/E of 12.67.
One should further note that SONY currently holds a PEG ratio of 1.62. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. Audio Video Production stocks are, on average, holding a PEG ratio of 1.62 based on yesterday's closing prices.
The Audio Video Production industry is part of the Consumer Discretionary sector. This group has a Zacks Industry Rank of 184, putting it in the bottom 25% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow SONY in the coming trading sessions, be sure to utilize Zacks.com.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Sony (SONY - Free Report) .
Sony currently has an average brokerage recommendation (ABR) of 1.42, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 12 brokerage firms. An ABR of 1.42 approximates between Strong Buy and Buy.
Of the 12 recommendations that derive the current ABR, nine are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 75% and 8.3% of all recommendations.
Brokerage Recommendation Trends for SONY
Check price target & stock forecast for Sony here>>>
While the ABR calls for buying Sony, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
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.
Zacks Rank Should Not Be Confused With ABRIn 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.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
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.
In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Is SONY Worth Investing In?Looking at the earnings estimate revisions for Sony, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $1.29.
Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Sony. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Sony.
The stock of Take-Two Interactive (NASDAQ: TTWO), the publisher of the highly anticipated video game Grand Theft Auto 6 (GTA 6), opened nearly 5% higher on Thursday morning after new GTA 6 pre-order date details were announced.
Specifically, Rockstar Games, the developer, published a brief GTA 6 trailer showing the box art of the game, but also that fans will be able to begin pre-ordering on June 25, 2026.
The announcement sent TTWO shares soaring 4.91% from $228.03 at the Wednesday close to $239.22 at the Thursday open, though the gains have, by press time, diminished to 3.46% as the stock partially retraced to $235.93.
GTA 6 stock price one-week chart. Source: Google GTA 6 pre-order date announcement details Over the years, Take-Two Interactive’s stock has generally been susceptible to any leaks or announcements, with multiple previous trailers for the video game or other news translating into sudden and substantial market moves.
Still, the June 18 announcement and especially the GTA 6 pre-orders starting one week later might prove especially significant.
How much will GTA 6 cost? Indeed, the debate regarding the price of AAA titles and whether the traditional $60 needs to be swapped with something higher has only been growing more intense.
On the one hand, developers and publishers have often cited rising inflation in recent years as a key reason why the launch price needs to be increased to $70, or even $80.
Fans have, on the other hand, tended to argue that video game companies haven’t had to finance the logistical side of shipping their products – actually manufacturing and delivering physical copies – as most players have moved to mostly digital platforms such as Valve’s Steam, or console-specific online stores.
Meanwhile, although the revelations over the actual launch-day price of GTA 6 are likely to trigger a lively debate, it is also likely to help TTWO stock break from the volatile downtrend it has been in since early 2025.
Take-Two Interactive shares are overall 6.23% down year-to-date (YTD), though they have been enjoying a notable rally along with most of the wider market since late March, and could soar in the months leading up to the November 19, 2026 GTA 6 release date.
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Take-Two Interactive Software said preorders for its hotly anticipated Grand Theft Auto VI begin June 25 on digital storefronts and at select retailers.
Take-Two Interactive Software Inc (NASDAQ:TTWO) is set to open pre-orders for Grand Theft Auto VI on June 25, and Jefferies says the event is shaping up to be a meaningful catalyst for the stock ahead of the game's November 19 release.
The bank expects a new trailer to drop alongside the pre-order launch, but the bigger focus for investors will be pricing. Jefferies sees the base edition landing at either $70 or $80, with $100 considered unlikely.
The firm's base case is $80, given the pull of the GTA franchise, though it notes a $70 price would make premium edition upsells an easier sell.
Those premium editions may be the most telling part of the announcement. Their contents should give the first real clue about how Take-Two plans to monetize GTA VI Online, whether that means bundled subscription months, premium currency, a season pass, or some combination. Jefferies views this as arguably more important than the price tags themselves.
What investors probably won't get on June 25 is a launch date for GTA Online. The bank's base case has the online mode arriving in December, roughly a month after the main game, giving players time with the story before the online ecosystem opens up. Full details on in-game purchases are also expected to come later, closer to release.
PC players will need to be patient too. The November launch is console-only, with Jefferies penciling in April 2027 at the earliest for a PC release.
On the stock, Jefferies pointed to the Red Dead Redemption 2 launch cycle as a potential parallel, when Take-Two shares climbed around 20% from pre-orders to their peak before pulling back into launch. The firm sees the upcoming pre-order window and summer marketing push as the next major catalyst to watch.
Investors cheered the update, sending Take-Two’s shares over 5% higher on Thursday afternoon.
Disney (DIS) and Pixar's 'Toy Story 5' is poised for a dominant box office debut, leveraging multi-generational appeal and robust marketing. Take-Two Interactive (TTWO) gains visibility as 'Grand Theft Auto VI' pre-orders begin June 25 ahead of its anticipated November 19 launch.
Take-Two Interactive Software Inc (NASDAQ:TTWO) is set to open pre-orders for Grand Theft Auto VI on June 25, and Jefferies says the event is shaping up to be a meaningful catalyst for the stock ahead of the game's November 19 release.
The bank expects a new trailer to drop alongside the pre-order launch, but the bigger focus for investors will be pricing. Jefferies sees the base edition landing at either $70 or $80, with $100 considered unlikely.
The firm's base case is $80, given the pull of the GTA franchise, though it notes a $70 price would make premium edition upsells an easier sell.
Those premium editions may be the most telling part of the announcement. Their contents should give the first real clue about how Take-Two plans to monetize GTA VI Online, whether that means bundled subscription months, premium currency, a season pass, or some combination. Jefferies views this as arguably more important than the price tags themselves.
What investors probably won't get on June 25 is a launch date for GTA Online. The bank's base case has the online mode arriving in December, roughly a month after the main game, giving players time with the story before the online ecosystem opens up. Full details on in-game purchases are also expected to come later, closer to release.
PC players will need to be patient too. The November launch is console-only, with Jefferies penciling in April 2027 at the earliest for a PC release.
On the stock, Jefferies pointed to the Red Dead Redemption 2 launch cycle as a potential parallel, when Take-Two shares climbed around 20% from pre-orders to their peak before pulling back into launch. The firm sees the upcoming pre-order window and summer marketing push as the next major catalyst to watch.
Investors cheered the update, sending Take-Two’s shares over 5% higher on Thursday afternoon.
Take-Two stock is building positive momentum. Why are TTWO shares climbing? The Pre-Order AnnouncementRockstar Games officially confirmed that pre-orders for Grand Theft Auto VI will begin June 25 on digital storefronts and select retailers, with the game launching exclusively on current-generation consoles on November 19. The announcement also removes a key overhang—after multiple prior delays, pre-orders opening this soon suggests the November 19 launch date is firmly locked in.
GTA VI is widely considered the most anticipated video game release in industry history, and the Grand Theft Auto franchise has contributed approximately 30% of Take-Two’s total sales over the past decade, with GTA V selling over 225 million copies since its 2013 launch.
Take Two Shares JumpTTWO Price Action: At the time of publication, Take-Two shares are trading 2.87% higher at $246.16, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Take-Two Interactive Software Inc (NASDAQ:TTWO) shares could see a stronger long-term monetization profile from the next iteration of Grand Theft Auto Online (GTAO), according to Bank of America, which raised its price objective on the stock and upgraded its forward bookings assumptions for the franchise.
Bank of America reiterated its 'Buy' rating on Take-Two and raised its price objective to $368, based on a 26x multiple applied to its FY28 earnings estimate. The firm characterized this as a peak valuation scenario, with potential for further upward revisions if GTAO monetization exceeds expectations.
The firm increased its financial year 2028 GTAO bookings forecast by roughly $900 million to $2.2 billion, lifting its assumed annual revenue per monthly active user (MAU) to $60 from $35 previously.
The revision reflects expectations that the next version of GTAO could monetize at nearly twice the rate of its predecessor, narrowing the gap with leading live-service titles such as Fortnite.
The analysts argued that GTAO currently under-monetizes relative to comparable franchises, and expect the next installment to close that disparity as its “pay-to-progress” structure encourages higher average player spending than Fortnite’s cosmetics-driven model. Bank of America also noted that Grand Theft Auto VI’s player base is likely to carry higher lifetime value than the broader free-to-play audience seen in other major live-service ecosystems.
At the high end of the estimate range, the firm pointed to monetization levels above $100 per MAU in heavily “pay-to-win” sports titles, suggesting additional upside if engagement trends skew more aggressively toward in-game spending.
Bank of America left its financial year 2027 estimates unchanged, citing a likely late-year ramp for GTAO’s contribution. It now forecasts financial year 2028 net bookings of $10.7 billion and earnings per share of $14.23.
Beyond revenue assumptions, the report highlighted structural improvements at Rockstar that could support stronger monetization. These include a more robust content pipeline, enhanced anti-cheat systems, and a substantially larger live-service team, expanded to more than 100 staff compared with roughly 10 at GTAO’s 2013 launch. The analysts believes that these changes address early limitations that previously constrained long-term engagement and spending.
The bank’s analysts also suggested that GTAO’s current iteration, which generates an estimated $400 million in annual bookings versus a peak of around $700 million in 2021, underscores the room for growth in a more modernized live-service framework.
Bank of America estimates that the next GTAO could support more than 40 million sustainable MAUs, potentially placing it among the largest live-service franchises globally, behind only Fortnite.
Take-Two shares traded up 2% at $244 on Tuesday afternoon.
Take-Two Interactive Software Inc (NASDAQ:TTWO) shares could see a stronger long-term monetization profile from the next iteration of Grand Theft Auto Online (GTAO), according to Bank of America, which raised its price objective on the stock and upgraded its forward bookings assumptions for the franchise.
Bank of America reiterated its 'Buy' rating on Take-Two and raised its price objective to $368, based on a 26x multiple applied to its FY28 earnings estimate. The firm characterized this as a peak valuation scenario, with potential for further upward revisions if GTAO monetization exceeds expectations.
The firm increased its financial year 2028 GTAO bookings forecast by roughly $900 million to $2.2 billion, lifting its assumed annual revenue per monthly active user (MAU) to $60 from $35 previously.
The revision reflects expectations that the next version of GTAO could monetize at nearly twice the rate of its predecessor, narrowing the gap with leading live-service titles such as Fortnite.
The analysts argued that GTAO currently under-monetizes relative to comparable franchises, and expect the next installment to close that disparity as its “pay-to-progress” structure encourages higher average player spending than Fortnite’s cosmetics-driven model. Bank of America also noted that Grand Theft Auto VI’s player base is likely to carry higher lifetime value than the broader free-to-play audience seen in other major live-service ecosystems.
At the high end of the estimate range, the firm pointed to monetization levels above $100 per MAU in heavily “pay-to-win” sports titles, suggesting additional upside if engagement trends skew more aggressively toward in-game spending.
Bank of America left its financial year 2027 estimates unchanged, citing a likely late-year ramp for GTAO’s contribution. It now forecasts financial year 2028 net bookings of $10.7 billion and earnings per share of $14.23.
Beyond revenue assumptions, the report highlighted structural improvements at Rockstar that could support stronger monetization. These include a more robust content pipeline, enhanced anti-cheat systems, and a substantially larger live-service team, expanded to more than 100 staff compared with roughly 10 at GTAO’s 2013 launch. The analysts believes that these changes address early limitations that previously constrained long-term engagement and spending.
The bank’s analysts also suggested that GTAO’s current iteration, which generates an estimated $400 million in annual bookings versus a peak of around $700 million in 2021, underscores the room for growth in a more modernized live-service framework.
Bank of America estimates that the next GTAO could support more than 40 million sustainable MAUs, potentially placing it among the largest live-service franchises globally, behind only Fortnite.
Take-Two shares traded up 2% at $244 on Tuesday afternoon.
The Take Two AnalystBank of America Securities analyst Omar Dessouky reiterated a Buy rating on Take Two stock and raised the price target of $320 to $368.
The Analyst TakeawaysThe success of "GTA 6" could lead to higher monetization opportunities for Take Two and its "Grand Theft Online" segment, Dessouky said in a new investor note.
"Next GTAO could monetize at 2x the predecessor, catching up to Fortnite, with potential for further upside," Dessouky said.
The analyst is raising estimates for fiscal year 2028 bookings by $900 million to $2.2 billion. The analyst assumes $60 per monthly active user on an annual basis, up from a previous estimate of $35.
"Our analysis shows GTAO currently monetizes at a significantly lower rate than other major-live service franchises (Fortnite, Call of Duty, FC Ultimate Team), and we expect the gap to narrow post-launch.”
Dessouky sees GTAO monetizing at least as well as Fortnite based on a "pay-to-progress" model, instead of just a cosmetic model that gets Fortnite $60 annually per monthly active user.
Estimates from the analyst see "GTA 6" selling 45 million units for fiscal 2027 and 25.8 million units for fiscal 2028.
With GTA V dating back to 2013, industry experts told Bank of America that Take Two may have missed the important user acquisition window to better monetize users previously.
The timing of the new game launch and the high anticipation could lead to a strong initial boost in monetization for the game.
"We think Rockstar is much better positioned to operate live-service games at scale today, with a >100 staff team dedicated to GTAO than when GTAO first launched with a 10-person team in 2013."
Take Two Stock Price ActionTake Two stock was up 1.28% to $242.64 on Tuesday versus a 52-week trading range of $187.63 to $264.78. Take Two stock is up 10.7% over the last month, but remains down 3% year-to-date in 2026.
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In the latest trading session, Take-Two Interactive (TTWO - Free Report) closed at $242.64, marking a +1.28% move from the previous day. The stock's performance was ahead of the S&P 500's daily loss of 1.44%. At the same time, the Dow lost 0.09%, and the tech-heavy Nasdaq lost 2.22%.
Coming into today, shares of the publisher of "Grand Theft Auto" and other video games had gained 5.28% in the past month. In that same time, the Consumer Discretionary sector lost 1.97%, while the S&P 500 gained 0.08%.
Market participants will be closely following the financial results of Take-Two Interactive in its upcoming release. It is anticipated that the company will report an EPS of $0.31, marking a 49.18% fall compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $1.35 billion, down 4.85% from the year-ago period.
TTWO's full-year Zacks Consensus Estimates are calling for earnings of $6.71 per share and revenue of $8.47 billion. These results would represent year-over-year changes of +63.66% and +26.08%, respectively.
Investors might also notice recent changes to analyst estimates for Take-Two Interactive. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 14.7% lower. As of now, Take-Two Interactive holds a Zacks Rank of #4 (Sell).
In terms of valuation, Take-Two Interactive is presently being traded at a Forward P/E ratio of 35.7. For comparison, its industry has an average Forward P/E of 17.23, which means Take-Two Interactive is trading at a premium to the group.
We can also see that TTWO currently has a PEG ratio of 3.57. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. As of the close of trade yesterday, the Gaming industry held an average PEG ratio of 1.4.
The Gaming industry is part of the Consumer Discretionary sector. This group has a Zacks Industry Rank of 176, putting it in the bottom 28% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
NEW YORK--(BUSINESS WIRE)--Rockstar Games®, a publishing label of Take-Two Interactive Software, Inc. (NASDAQ: TTWO), is excited to announce that pre-orders for Grand Theft Auto VI will begin on June 25, 2026, at midnight local time.
Rockstar Games (label of Take-Two Interactive Software - NASDAQ: TTWO), is excited to announce that pre-orders for Grand Theft Auto VI will begin on June 25, 2026, at midnight local time. Grand Theft Auto VI will launch on November 19, 2026.
Share Launching November 19, 2026, for the PlayStation® 5 computer entertainment systems and Xbox Series X|S games and entertainment systems for $79.99, Grand Theft Auto VI features a single-player experience set in the biggest, most immersive evolution of the series yet.
The Grand Theft Auto VI: Ultimate Edition amplifies this experience with an exclusive collection of premium vehicles, weapons, apparel, and action threaded across all aspects of Jason and Lucia’s story, and will be available for $99.99.
All Grand Theft Auto VI pre-orders and purchases before November 20, 2026, will include the Vintage Vice City Pack, a collection of items that flash back to when the neon burned brightest, alongside a free month of GTA+ for digital pre-orders, which will be the best way to get the most out of the ever-evolving world of GTA Online and instantly redeemable so that players can jump into Grand Theft Auto V and other classic Rockstar titles as part of the GTA+ Games Library.
Players who pre-order digital versions of Grand Theft Auto VI will be able to begin pre-loading on November 12, 2026 to ensure they are able to play at launch on November 19, 2026. The physical version of Grand Theft Auto VI, containing a download code inside the box, will be available starting November 12, 2026 to support pre-loading.
Grand Theft Auto VI will be available at the PlayStation® Store, Microsoft Store, Rockstar Games Store, and global retailers and storefronts.
Grand Theft Auto VI is not yet rated. Further details can be found at www.rockstargames.com/VI.
About Grand Theft Auto VI
Vice City, USA. Jason and Lucia have always known the deck is stacked against them. But when an easy score goes wrong, they find themselves on the darkest side of the sunniest place in America, in the middle of a conspiracy stretching across the state of Leonida — forced to rely on each other more than ever if they want to make it out alive.
About Rockstar Games
Rockstar Games cemented their reputation as creators of complex living worlds with the Grand Theft Auto series, one of the most successful entertainment properties of all time with over 470 million units sold-in worldwide. Through a string of critically acclaimed games including the Grand Theft Auto series, the Red Dead Redemption series, the Max Payne series, Bully, L.A. Noire, the Midnight Club series, and The Warriors, Rockstar Games has helped propel interactive entertainment into the center of modern culture. Follow Rockstar Games on X, Instagram, YouTube, Facebook, Twitch, Discord, WhatsApp, and TikTok.
About Take-Two Interactive Software
Headquartered in New York City, Take-Two Interactive Software, Inc. is a leading developer, publisher, and marketer of interactive entertainment for consumers around the globe. We develop and publish products principally through Rockstar Games, 2K, and Zynga. Our strategy is to create hit entertainment experiences, delivered on every platform relevant to our audience through a variety of sound business models. Our pillars - creativity, innovation, and efficiency - guide us as we strive to create the highest quality, most captivating experiences for our consumers. The Company’s common stock is publicly traded on NASDAQ under the symbol TTWO. For more corporate and product information please visit our website at http://www.take2games.com.
All trademarks and copyrights contained herein are the property of their respective holders.
The statements contained herein, which are not historical facts, including statements relating to Take-Two Interactive Software, Inc.'s ("Take-Two," the "Company," "we," "us," or similar pronouns) outlook, are considered forward-looking statements under federal securities laws and may be identified by words such as "anticipates," "believes," "estimates," "expects," "intends," "plans," "potential," "predicts," "projects," "seeks," "should," "will," or words of similar meaning and include, but are not limited to, statements regarding the outlook for our future business and financial performance. Such forward-looking statements are based on the current beliefs of our management as well as assumptions made by and information currently available to them, which are subject to inherent uncertainties, risks, and changes in circumstances that are difficult to predict. Actual outcomes and results may vary materially from these forward-looking statements based on a variety of risks and uncertainties, including risks relating to the timely release and significant market acceptance of our games; the risks of conducting business internationally, including as a result of unforeseen geopolitical events; the impact of changes in interest rates by the Federal Reserve and other central banks, including on our short-term investment portfolio; the impact of inflation; volatility in foreign currency exchange rates; our dependence on key management and product development personnel; our dependence on our NBA 2K and Grand Theft Auto products and our ability to develop other hit titles; our ability to leverage opportunities on PlayStation®5 and Xbox Series X|S; factors affecting our mobile business, such as player acquisition costs; and the ability to maintain acceptable pricing levels on our games.
Other important factors and information are contained in the Company's most recent Annual Report on Form 10-K, including the risks summarized in the section entitled "Risk Factors," the Company’s most recent Quarterly Report on Form 10-Q, and the Company's other periodic filings with the SEC, which can be accessed at www.take2games.com. All forward-looking statements are qualified by these cautionary statements and apply only as of the date they are made. The Company undertakes no obligation to update any forward-looking statement, whether as a result of new information, future events or otherwise.
Grand Theft Auto The Trilogy by Take-Two Interactive Software Inc is seen for sale in a store in Manhattan, New York City, U.S., February 7, 2022. REUTERS/Andrew Kelly/File Photo Purchase Licensing Rights, opens new tab
June 24 (Reuters) - Take-Two Interactive Software (TTWO.O), opens new tab on Wednesday priced "Grand Theft Auto VI" at $79.99 and stuck to its previously announced November 19 release date, bringing the industry's most anticipated title closer to launch after multiple delays.
The price makes "GTA VI" one of the most expensive base versions of a top-tier game, pushing it above the $69.99 ceiling that blockbusters such as Sony's "Ghost of Yōtei" and Nintendo's "Legend of Zelda: Tears of the Kingdom" have held for years.
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The "Ultimate Edition" of the game will cost $99.99 and add exclusive vehicles, weapons and apparel woven into the story of Jason and Lucia, the protagonists of the game.
Shares of Take-Two rose nearly 3% in premarket trading.
Joost van Dreunen, games professor at NYU's Stern School of Business, said the pricing was unlikely to dent sales, calling "$80 a rounding error against the anticipation."
He said the price could set a new benchmark for blockbuster titles with few substitutes but was unlikely to apply to mid-tier publishers. "GTA VI doesn't lift all prices but widens the gap between the haves and the have-nots," he added.
Fans have been waiting for "GTA VI" for over a decade, and analysts expect it to be an instant hit with billions of dollars in sales within days due to the franchise's popularity and the strong track record of its creator, Rockstar Games.
The previous entry in the series, "Grand Theft Auto V", was released in 2013 and has sold around 230 million copies, making it one of the best-selling video games ever.
That makes "GTA VI" crucial not just for Take-Two but for the wider video-game market, as the franchise typically drives console sales and PC upgrades.
Take-Two said earlier this month "GTA VI" pre-orders will start on June 25. All pre-orders before November 20 include the Vintage Vice City Pack of retro in-game items, with digital buyers also getting a free month of GTA+, a membership that unlocks in-game perks and access to "GTA V" and other titles.
First unveiled in late 2023 with a trailer that now has nearly 300 million views on YouTube, the game features a "Bonnie and Clyde"-like duo blitzing their way through a fictional version of Miami, Florida, called "Vice City".
Reporting by Aditya Soni in Bengaluru; Editing by Leroy Leo and Maju Samuel
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Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
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The indoor soccer operator is leveraging Square’s unified commerce platform across concessions, events, loyalty, and online ordering, and bringing it to life this summer with watch parties and tournaments nationwide
DISTRIBUTED-WORKFORCE/OAKLAND, Calif.--(BUSINESS WIRE)--Square today announced that Sofive Soccer Centers, the leading modern indoor soccer operator in the United States, has selected Square as its unified commerce platform. Operating 22 centers across 12 cities and 10 states, Sofive offers a full range of soccer and community programming – from field rentals and adult leagues to youth academies, private events, and on-site food and beverage. Square now powers Sofive’s concessions, events, loyalty, and online ordering operations across its national network, giving the business a single platform to manage the complexity of multi-revenue-stream, multi-location operations.
From One Field to a Coast-to-Coast Soccer Community
Sofive launched in 2015 with one center in the Meadowlands, New Jersey, and a vision to build the future of urban soccer. Over the following decade, it has expanded field by field, adding four Northeast locations between 2016 and 2019, then scaling to its current footprint of 22 centers and five clubs across the country. Today, Sofive is more than a facility operator: it is a soccer ecosystem, running clubs that compete in local, regional, and national leagues while developing players of all ages through camps, clinics, and academies. Each center serves as a hub for its local soccer community, combining high-quality small-sided fields with programming that brings the game to more people.
A Platform Built for Complexity, Without the Complexity
Sofive’s business spans multiple revenue streams, including field reservations, league and tournament registration, youth programming, food and beverage concessions, and private and corporate events. Managing those streams across locations required a technology partner that could handle operational complexity and streamline reporting. Square stood out for its ease of use, flexibility across distinct venue workflows, competitive pricing, and open API – which allowed Sofive to connect Square directly to Hydra, Sofive’s proprietary booking platform for soccer reservations.
Sofive deploys Square Register and Square Handheld for front-of-house transactions, Square for Restaurants for its concession and café operations, Square Online for ordering, Square Loyalty, and Square Team Management – giving operators at every location a consistent, centralized view of their business.
"Since transferring our entire location portfolio to Square, we've seen the power of having one platform that can handle everything from Tuesday night soccer leagues across the country to a packed watch party,” said Louis Gerbier, Chief Hospitality Officer at Sofive Soccer Centers. “Sofive exists to bring people together around the game, and Square makes sure the operational side never gets in the way of that – no matter the venue, no matter the volume."
Bringing World Soccer Events to the Local Pitch
This summer, Sofive is activating its centers around the Summer Fútbol Fest with a series of free watch parties and community tournaments running across multiple locations. At participating centers, guests can watch matches on dozens of screens while kids play pickup soccer on free fields – a combination that is unique to Sofive and central to its mission of growing the next generation of soccer fans.
The programming spans youth and adult tournaments at locations including Meadowlands, Brooklyn, Elkins Park, Columbia, Raleigh, Los Angeles, Bay area, Rockville, and others. Square supports the full operational layer behind these events: processing concessions, driving loyalty, and enabling the fast, reliable checkout experience that high-traffic event days demand.
“Sofive has built something genuinely rare: a place where the love of the game and the infrastructure to support it exist in the same space,” said Nick Molnar, Global Head of Sales and Marketing at Block. “Their business brings together national fields, food, events, leagues, and community programming under one roof, across 22 locations. Square gives them the foundation to run all of it seamlessly, so their teams can stay focused on the in-person experience they’ve built rather than getting bogged down by the technology behind it.”
Ready to Kick-Off What’s Next
With 22 centers and five clubs already operating across the country, Sofive is positioned for continued expansion. Square’s platform scales with the business, whether Sofive is opening a new center, launching a new programming format, or activating around a moment like the Summer Fútbol Fest. The combination of Square’s front-of-house tools, centralized reporting, and open API means Sofive can grow without rebuilding its operational stack each time.
To learn more about how Square powers fitness businesses, visit:
https://squareup.com/us/en/industry/fitness
About Sofive Soccer Centers
Sofive Soccer Centers is one of the nation’s leading operators of state-of-the-art indoor soccer facilities, with 22 locations across 10 states and over 5 million visitors served annually. Sofive offers indoor and outdoor fields, recreational leagues, tournaments, and youth programming for players of all ages and skill levels. Dedicated to making soccer accessible to all, Sofive is committed to fostering thriving local soccer communities in every city it calls home. For more information, visit sofive.com.
About Square
Square helps businesses turn transactions into connections and businesses into neighborhood favorites.
In 2009, Square started with a simple invention — the first mobile card reader, which changed how the entire financial system thinks about small businesses. Square has since grown into a global business platform helping millions of sellers of all sizes participate and thrive in their communities.
Whether independently run or a global chain, Square understands that sellers succeed when they have the freedom to focus on the experiences that keep customers coming back. From point of sale and payments to online commerce, staff management, cash flow tools, and more, Square brings together the tools sellers need to run and grow on one intelligent platform. For more information, visit squareup.com.
Key Takeaways Square now supports Sofive's concessions, events, loyalty programs and online ordering on one platform.Sofive deployed Square Register, Handheld, Restaurants, Online, Loyalty and Team Management.Square gives Sofive a centralized view of performance across its multi-location operations. Block Inc.’s (XYZ - Free Report) Square has expanded its reach through a new partnership with Sofive Soccer Centers, which has adopted Square’s unified commerce platform across 22 locations spanning 12 cities and 10 states. The deployment enables Sofive to manage concessions, events, loyalty programs and online ordering through a single platform, helping streamline operations across its diverse revenue streams and multi-location footprint.
Founded in 2015, Sofive operates a comprehensive soccer ecosystem that includes field rentals, leagues, youth academies, private events and food-and-beverage services. To support these varied operations, the company is leveraging Square’s flexible commerce tools and open API, which integrates with Sofive’s proprietary Hydra booking platform for soccer reservations.
Sofive has implemented Square Register, Square Handheld, Square for Restaurants, Square Online, Square Loyalty and Square Team Management to simplify transactions, concessions and café operations, online ordering, customer engagement and workforce management while providing operators with a centralized view of business performance.
The partnership is also expected to support Sofive’s Summer Futbol Fest, a series of free watch parties and community tournaments across multiple locations, where Square will help manage high-volume transactions and operational workflows during peak event periods.
The Sofive partnership highlights Square’s growing ability to serve complex, multi-location businesses through its integrated commerce ecosystem. By consolidating payments, ordering, loyalty and workforce management on a single platform, Square is strengthening its value proposition for enterprise customers, which could support Block’s merchant-services growth and deepen customer engagement over the long term.
Over the past three months, shares of this Zacks Rank #1 (Strong Buy) company have gained 26% compared with the industry's rise of 1.6%.
Image Source: Zacks Investment Research
Other Stocks to ConsiderSome other top-ranked stocks from the internet-software sector are BILL Holdings, Inc. (BILL - Free Report) and Atlassian (TEAM - Free Report) , each sporting a Zacks Rank #1. You can see the complete list of today’s Zacks Rank #1 stocks here.
The Zacks Consensus Estimate for BILL’s 2026 earnings per share (EPS) has moved northward 3.5% to $2.64 over the past month.
The consensus estimate for TEAM’s 2026 EPS has moved up 17.1% to $5.48 over the past two months.
Drawing inspiration from 1967 modernism, the new identity honours the CMA’s heritage while reflecting the organization’s continued evolution
TORONTO--(BUSINESS WIRE)--The Canadian Marketing Association (CMA) unveiled its refreshed brand identity, drawing creative inspiration from 1967 modernism, the year the association was founded. The rebrand comes in anticipation of the CMA’s 60th anniversary, a milestone that marks the organization’s journey and highlights its role as the collective voice representing marketers across Canada.
More than a visual refresh, the new identity reflects where the CMA is already heading. The organization has long evolved alongside the industry it serves, and the refreshed visual identity reflects its clear sense of purpose and forward-looking direction.
“Marketing is a profession that rewards thinking outside the box, yet the CMA logo spent years inside one,” said Barry Alexander, chief marketing and diversity officer at the CMA. “This is a brand that reflects a transformed CMA and better represents the role we play in bringing Canada's marketing community together as we look toward the future.”
A visual identity inspired by Canada’s past and built for its future
Beyond marking the CMA’s founding year, 1967 reflects a pivotal year in Canadian history, representing a period of transformation and optimism in Canada and the new identity draws on the spirit of that progress, encouraging the CMA to challenge conventions and its own point of view in a way that shapes the broader marketing conversation.
Leaning heavily into the brand’s existing red and white palette, the refreshed brand balances the association’s heritage with its future ambitions. The new logo is constructed using three chevrons, each representing a core strategic pillar: community, influence and standards. Together, the chevrons form a stylized maple leaf, with “M” at the core, positioning the CMA as a point of convergence for Canada’s marketing community.
Bringing the new brand to life
In partnership with LG2, the rebrand encompasses logo development, a visual identity platform design, a new visual approach for the CMA Awards, the development of new awards trophies, and a brand identity rollout across corporate assets, social media, event collateral, email design and digital design.
The following is a shortlist of those who helped execute and roll out the rebrand:
LG2 team:
Bianca Freedman, partner, president, LG2 Toronto Ryan Crouchman, partner, vice-president, ECD design Antoine Levasseur-Rivard, partner, business director, branding and design Keith Barry, partner, senior vice-president, strategy and development Tara Greguric, senior director, production Mike Strasser, senior strategy director Murilo Maciel, principal designer Daniel Martinez-Mendoza, motion designer Simon Fernandes, account director, branding and design Genevieve Ti, account coordinator Mary Toledo, producer Tracy Haapamaki, producer Lisa Ye, production designer Briar Kioski, production designer CMA team:
Alison Simpson, former president and chief executive officer Esther Benzie, president and chief executive officer Barry Alexander, chief marketing and diversity officer Noorani Ladhani, senior marketing manager, masterbrand projects To learn more about the CMA’s new brand identity and explore the refreshed visual platform, visit: thecma.ca.
About the Canadian Marketing Association
The CMA is the voice of marketing in Canada, and our purpose is to champion marketing’s powerful impact. We are the catalyst to help Canada’s marketers thrive today, while building the marketing mindset and environment of tomorrow.
We provide opportunities for our members from coast to coast to develop professionally, to contribute to marketing thought leadership, to build strong networks, and to strengthen the regulatory climate for business success. Our Chartered Marketer (CM) designation signifies that recipients are highly qualified and up to date with best practices, as reflected in the Canadian Marketing Code of Ethics and Standards.
We represent virtually all of Canada’s major business sectors, and all marketing disciplines, channels and technologies. We advocate with government stakeholders, and provide Canadian consumers with information to help them better understand their rights and obligations. For more information, visit thecma.ca.
Snowflake Inc (NYSE:SNOW) remains well-positioned despite intensifying competition from Databricks, with Jefferies analysts writing that both companies are benefiting from growing enterprise demand for data and artificial intelligence infrastructure and have room to expand.
Jefferies noted that Databricks' annualized revenue run rate is on track to exceed $6.9 billion in the first half of fiscal 2027, representing about 65% year-over-year growth in its core business and roughly 80% growth including large language model monetization.
By comparison, the firm estimates Snowflake's revenue run rate at approximately $5.5 billion, growing 32% year over year.
The analysts wrote that Databricks is poised to surpass Snowflake in scale for the first time, though Snowflake maintains stronger profitability, generating free cash flow margins of around 23% while Databricks remains near breakeven.
Jefferies highlighted that Snowflake has accelerated growth over the past two quarters despite rising competition, delivering roughly four percentage points of product revenue acceleration in the first quarter of fiscal 2027 to 34% year-over-year growth.
The firm wrote that Snowflake's AI offerings, including CoCo and Snowflake CoWork, could drive additional monetization opportunities and increase consumption of its core data platform.
Databricks has also expanded its data warehousing business, with its SQL Warehouse product surpassing a $1.5 billion annualized revenue run rate. However, Jefferies wrote that Snowflake still has a materially larger data warehousing business and has significantly narrowed the technical gap over the past year, particularly in AI capabilities.
The analysts added that Databricks' Genie platform could help broaden AI adoption among business users by enabling employees to access and interact with enterprise data through integrations with applications such as Microsoft Teams, Slack and Google Drive.
Shares of Snowflake closed at about $235 on Wednesday, having gained about 7% so far this year.
Joint customers can access MedTech procedure and provider data directly within Snowflake with the AcuityMD Encounters Data Mart
BOSTON--(BUSINESS WIRE)--AcuityMD today announced that it has launched the AcuityMD Encounters Data Mart on Snowflake Marketplace. The AcuityMD Encounters Data Mart provides MedTech organizations with insights into procedure volumes, provider activity, and healthcare delivery locations across the United States, enabling joint customers to quantify market opportunity and identify high-value providers and sites of care.
With AcuityMD Encounters Data Mart available on Snowflake Marketplace, customers can seamlessly integrate encounter-level insights into their existing data foundation and accelerate commercial and strategic analytics.
Share “MedTech organizations rely on clear visibility into where procedures occur and which providers perform them to make informed commercial decisions,” said Alex Wakefield, Chief Revenue Officer at AcuityMD. “By making the AcuityMD Encounters Data Mart available on Snowflake Marketplace, teams can integrate MedTech encounter intelligence into their Snowflake environment and power analytics across commercial and strategy teams.”
AcuityMD and Snowflake, the AI Data Cloud company, are working together to help joint customers inform business decisions and drive innovation by delivering MedTech encounter, provider, and site-of-care data within the Snowflake AI Data Cloud. With the AcuityMD Encounters Data Mart available in Snowflake, teams across commercial, strategy, and analytics functions can enrich their existing data models with MedTech encounter insights. Customers can also allocate up to 25% of their Snowflake Capacity commitment to purchase the AcuityMD Encounters Data Mart on Snowflake Marketplace, streamlining procurement and maximizing the value of their existing Snowflake investment.
“Access to timely, high-quality healthcare data is critical for MedTech organizations looking to identify opportunity and drive growth," said Todd Crosslin, Global Industry Principal Healthcare and Life Sciences, Snowflake. “With AcuityMD Encounters Data Mart available on Snowflake Marketplace, customers can seamlessly integrate encounter-level insights into their existing data foundation and accelerate commercial and strategic analytics. We’re excited to support AcuityMD in bringing this capability to the Snowflake ecosystem.”
Joint customers can now leverage the AcuityMD Encounters Data Mart on Snowflake Marketplace, allowing them to embed procedure and provider intelligence directly into their analytics environment.
Snowflake Marketplace helps companies expand what’s possible with data and AI through third-party data, apps, and AI products. With on-platform purchasing and immediate access to data products, Snowflake Marketplace lowers integration costs and streamlines procurement processes. By delivering data, apps, and AI products directly to the customers’ data, providers deliver a superior customer experience and see accelerated revenue growth and increased margins. To learn more about Snowflake Marketplace and how to find, try, and buy third-party products to accelerate your analytics, app development, and AI initiatives, click here.
About AcuityMD
AcuityMD is the AI platform for MedTech trusted by over 500 MedTech companies – including 16 of the top 20. Commercial teams use AcuityMD to identify target markets, surface top opportunities, and grow their business. By combining real-world healthcare data with AI-powered insights, AcuityMD enables companies from pre-commercial to enterprise to understand where and how to sell faster to accelerate the adoption of medical technology. AcuityMD was named to Forbes’ 2025 “Next Billion-Dollar Startups” list – an elite group of 25 venture-backed U.S. companies identified as most likely to reach a $1 billion valuation.
