Track market-moving stories before they get noisy

The pick and shovels behind the AI trade are getting more favorable coverage from analysts, seen in Wells Fargo's price target hikes in ASML (ASML), Applied Materials (AMAT), KLA Corp. (KLAC), and Lam Research (LRCX). Marley Kayden walks investors through the analyst note and offers more insight on why firms are turning bullish on these names.

Applied Materials (AMAT - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Shares of this maker of chipmaking equipment have returned +48.1% over the past month versus the Zacks S&P 500 composite's +0.1% change. The Zacks Electronics - Semiconductors industry, to which Applied Materials belongs, has gained 11.9% over this period. Now the key question is: Where could the stock be headed in the near term?

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

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

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, Applied Materials is expected to post earnings of $3.35 per share, indicating a change of +35.1% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

The consensus earnings estimate of $12.1 for the current fiscal year indicates a year-over-year change of +28.5%. This estimate has changed +0.7% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $15.96 indicates a change of +31.9% from what Applied Materials is expected to report a year ago. Over the past month, the estimate has changed +1.2%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Applied Materials.

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

12 Month EPS

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

In the case of Applied Materials, the consensus sales estimate of $8.98 billion for the current quarter points to a year-over-year change of +23%. The $33.29 billion and $41.74 billion estimates for the current and next fiscal years indicate changes of +17.3% and +25.4%, respectively.

Last Reported Results and Surprise HistoryApplied Materials reported revenues of $7.91 billion in the last reported quarter, representing a year-over-year change of +11.4%. EPS of $2.86 for the same period compares with $2.39 a year ago.

Compared to the Zacks Consensus Estimate of $7.69 billion, the reported revenues represent a surprise of +2.82%. The EPS surprise was +6.72%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

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

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Applied Materials is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Applied Materials. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.

NEW YORK, June 19, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Zoetis Inc. (NYSE: ZTS).

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

CONTACT US HERE:

https://securitiesclasslaw.com/securities/zoetis-inc-loss-submission-form-2/?id=188973&from=3 

CLASS PERIOD: January 14, 2025 to May 6, 2026

ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed to disclose that: (i) veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (ii) Zoetis’ Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (iii) Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment.

DEADLINE: July 27, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/zoetis-inc-loss-submission-form-2/?id=188973&from=3 

NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of ZTS during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is July 27, 2026. There is no cost or obligation to you to participate in this case.

WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected] 
Phone: (646) 453-8903

Did you buy ZTS securities between January 14, 2025, and May 6, 2026?

Affected ZTS Investor Summary

Who: Zoetis Inc. (NYSE: ZTS) What: Securities fraud class action lawsuit filed Class Period: January 14, 2025 through May 6, 2026 Deadline to Seek Lead Plaintiff Status: Juy 27, 2026 Key Lawsuit Allegations: Material misstatements and/or omissions concerning the company's product adoption. Investor Action: Contact Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) for recovery options , /PRNewswire/ -- Kessler Topaz Meltzer & Check, LLP (www.ktmc.com), a nationally recognized securities litigation law firm, informs investors that a securities fraud class action lawsuit has been filed against Zoetis Inc. (Zoetis) (NYSE: ZTS) on behalf of those who purchased or otherwise acquired Zoetis securities between January 14, 2025 and May 6, 2026, inclusive (the "Class Period").  The lawsuit is filed in the United States District Court for the Southern District of New York and is captioned City of Ann Arbor Retiree Health Care Benefit Plan & Trust v. Zoetis Inc., No. 26-cv-04401 (S.D.N.Y.).  Investors have until July 27, 2026, to file for lead plaintiff status. 

CONTACT KTMC TO DISCUSS YOUR LEGAL RIGHTS:    
If you purchased or acquired Zoetis securities and have lost money on your investment, please provide your information here:

https://www.ktmc.com/zts-zoetis-inc-class-action-lawsuit?utm_source=PR_Newswire&utm_medium=pressrelease&utm_campaign=zts&mktm=PR

You can also contact attorney Jonathan Naji, Esq. by calling (484) 270-1453 or by email at [email protected].  There is no cost or obligation to speak with an attorney.

ZOETIS INC. CLASS ACTION LAWSUIT - COMPLAINT ALLEGATION SUMMARY:
Zoetis is an animal health company that develops, manufactures, and sells vaccines, medications, diagnostics, and more for companion and livestock animals.

The complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material facts about the company's business, operations, and prospects. Specifically, Defendants misrepresented and/or failed to disclose that: (1) prescription growth and use of Librela, a pain treatment for dogs, was weakening following FDA safety warnings of serious neurological complications; (2) Simparica Trio, a preventative for fleas, ticks, and heartworm, was losing significant market share to a lower priced competitor; (3) the company's dermatological products, specifically Apoquel and Cytopoint, were also losing market share to competition; and (4) as a result of the foregoing, Defendants' statements about the company's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.

Why did Zoetis's Stock Drop?
On May 7, 2026, Zoetis reported its 2026 first quarter financial results which showed significant decline across its Companion Animal business. On this news, Zoetis's stock price fell 21.5%.

WHAT ZTS INVESTORS CAN DO NOW:

File to be lead plaintiff by July 27, 2026. Contact KTMC for a free case evaluation. All representation is on a contingency fee basis, there is no cost to you. Retain counsel of choice or take no action. THE LEAD PLAINTIFF PROCESS FOR ZOETIS INC. INVESTORS:
Zoetis investors may, no later than July 27, 2026, seek to be appointed as a lead plaintiff representative of the class through Kessler Topaz Meltzer & Check, LLP or other counsel, or may choose to do nothing and remain an absent class member. A lead plaintiff is a representative party who acts on behalf of all class members in directing the litigation.  The lead plaintiff is usually the investor or small group of investors who have the largest financial interest and who are also adequate and typical of the proposed class of investors. The lead plaintiff selects counsel to represent the lead plaintiff and the class and these attorneys, if approved by the court, are lead or class counsel. Your ability to share in any recovery is not affected by the decision of whether or not to serve as a lead plaintiff.

Kessler Topaz Meltzer & Check, LLP encourages Zoetis investors to contact the firm for more information.

ABOUT KESSLER TOPAZ MELTZER & CHECK, LLP (KTMC):    
Kessler Topaz Meltzer & Check, LLP (KTMC) is a leading U.S. plaintiff-side law firm focused on securities-fraud class actions and global investor protection. The firm represents individual investors as well as institutions, such as major pension funds, asset managers, and international investors. KTMC has led some of the largest recoveries in securities litigation and has been recognized by peers and the legal media with numerous accolades, including The National Law Journal's Plaintiff's Hot List and Trailblazers in Plaintiffs' Law, BTI Consulting Group's Honor Roll of Most Feared Law Firms, The Legal Intelligencer's Class Action Firm of the Year, Lawdragon's Leading Plaintiff Financial Lawyers, and Law360's Titans of the Plaintiffs Bar.  The firm operates globally with offices in Pennsylvania and California.  KTMC has recovered over $25 billion for our clients and the classes they represent.  For more information about Kessler Topaz Meltzer & Check, LLP, please visit www.ktmc.com.  The complaint in this matter was not filed by KTMC.

CONTACT:
Jonathan Naji, Esq.
(484) 270-1453
280 King of Prussia Road
Radnor, PA 19087
[email protected]

May be considered attorney advertising in certain jurisdictions.  Past results do not guarantee future outcomes.

SOURCE Kessler Topaz Meltzer & Check, LLP

, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.

So What: If you purchased Zoetis securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the case: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis' flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages. 

To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

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

Contact Information:

     Laurence Rosen, Esq.
     Phillip Kim, Esq.
     The Rosen Law Firm, P.A.
     275 Madison Avenue, 40th Floor
     New York, NY 10016
     Tel: (212) 686-1060
     Toll Free: (866) 767-3653
     Fax: (212) 202-3827
     [email protected]
     www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.

New York, New York--(Newsfile Corp. - June 21, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zoetis Inc. (NYSE: ZTS) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zoetis securities between January 14, 2025 and May 6, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/ZTS.

Zoetis Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements concerning the growth, competitive positioning, market share, and veterinarian adoption of key products within the Companion Animal segment while failing to disclose that:

veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; Zoetis' Simparica Trio was losing significant market share to a lower-priced competing canine parasiticide with broader indicated use in a slowing overall market; and Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment.What's Next for Zoetis Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/ZTS, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zoetis you have until July 27, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Zoetis Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Zoetis Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Attorney advertising.
Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299273

Source: Bronstein, Gewirtz & Grossman, LLC

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Zoetis Inc. ("Zoetis" or "the Company") (NYSE: ZTS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company's securities between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before July 27, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. Zoetis suffered from weakening veterinarian prescription growth for its Librela medication after the FDA issued safety warnings about neurological complications in dogs. The Company's Trio product lost market share to competitors. The Company's Apoquel and Cytopoint dermatology products lost market share to newly launched competing treatments for dogs. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Zoetis, investors suffered damages.

Join the case to recover your losses

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

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

CONTACT:

The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]

SOURCE The Schall Law Firm

Long-term investing is about building your portfolio brick by brick. That could mean adding money weekly, monthly, or whenever you have extra cash on hand. How much you can invest at a time is all relative, but $1,000 is a nice round number. If you had that much to put into the market, where would you look?

Evergreen sectors are always a great starting point. These are industries that never go out of style. Take healthcare stocks, for example. People will always need care, and there's always a push to innovate and develop better ways to provide it.

It's also a massive market. The United States racked up nearly $5.3 trillion in healthcare spending in 2024. That number has risen steadily for decades, and there's little reason to think it won't continue to rise. In other words, healthcare remains an excellent industry in which to invest your capital.

Here's why CRISPR Therapeutics (CRSP 0.63%), Zoetis (ZTS +0.99%), and Danaher (DHR +0.09%) are arguably the best stocks you can buy with $1,000 right now.

Image source: The Motley Fool.

1. A promising growth stock packed with long-term upside CRISPR Therapeutics is a textbook example of healthcare innovation. The company is an emerging leader in CRISPR genome editing, the science of editing a patient's DNA and reintroducing it into their body to treat various cancers, diseases, and other conditions that traditional pharmaceuticals cannot treat.

The company co-developed Casgevy, a one-time treatment for sickle cell disease, with Vertex Pharmaceuticals. It's CRISPR Therapeutics' first product to receive U.S. Food and Drug Administration (FDA) approval. Commercialization is still slowly ramping up, which has made CRISPR stock a bit volatile this year. Shares currently trade in the low end of their 52-week range.

Today's Change

(

-0.63

%) $

-0.34

Current Price

$

54.02

The biotech has four other treatments undergoing clinical trials, including Zugocaptagene Geleucel, an experimental CAR-T therapy for cancer.

CRISPR's market value of $5.1 billion feels pricey given that analysts expect only $36 million in sales this fiscal year, but growth can happen in spurts, especially with another pipeline success. Analysts currently expect the company's sales to soar to $145 million next fiscal year as it continues to sell Casgevy.

2. An oversold animal health leader Zoetis is a leading animal health company with a broad range of medicines, vaccines, and diagnostic products for livestock and companion animals. Animal health is a lucrative niche with long-term growth potential. Demand for animal proteins should continue to rise as the global population grows and emerging economies steadily mature. Younger Americans are also spending more money on pets than previous generations, another good sign for Zoetis moving forward.

Wall Street has hammered the stock over the past couple of years. Librela, a monoclonal antibody treatment for osteoarthritis (OA) pain in canines, sparked controversy due to links to severe side effects and animal deaths. Consumers brought a class action lawsuit against Zoetis. Although a judge ultimately dismissed the lawsuit, the terrible publicity has crushed Librela's sales. People pulling back on vet visits has also dragged on business.

Today's Change

(

0.99

%) $

0.75

Current Price

$

76.64

At this point, Zoetis has fallen to just 11 times 2026 earnings estimates. Consider that Zoetis has typically traded at a price-to-earnings (P/E) ratio of 37 over the past decade, and analysts still expect the company to grow earnings by an average of 9% annually over the next three to five years. The selling seems way overdone at this point, positioning the stock for strong returns going forward.

3. A proven compounder with more upside left Danaher owns several biotech, diagnostics, and life sciences businesses, making it a key partner for healthcare's most innovative companies. The stock has returned more than 30,000% over the past few decades, outperforming the broader stock market by a mile.

But that's the past. Danaher stock is currently down 40% from its high roughly two years ago. The company has dealt with a bit of a post-pandemic hangover. COVID-19 vaccine development boosted sales, but that dropped off.

Mergers and acquisitions are a big part of Danaher's identity, and management is tapping that to try to spark growth again. Danaher closed its $9.9 billion acquisition of Masimo earlier this month. Masimo is a leader in pulse oximetry technology, which measures the oxygen levels in your blood. The company has a strong presence in hospitals, giving Danaher's diagnostics business a potential shot in the arm.

Today's Change

(

0.09

%) $

0.16

Current Price

$

178.35

Danaher's slide values the stock at approximately 21 times its 2026 earnings estimates, and analysts expect the company to grow earnings by an average of 9% over the next three to five years. No, the past doesn't guarantee the future. That said, it's hard not to like this legendary market-beating healthcare stock with a P/E in the low 20s.

LOS ANGELES, June 22, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming July 27, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Zoetis Inc. (“Zoetis” or the “Company”) (NYSE: ZTS) securities between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”).

IF YOU SUFFERED A LOSS ON YOUR ZOETIS INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS.

What Happened?
On August 5, 2025, Zoetis released its second quarter 2025 financial results, reporting weakened demand trends within its Companion Animal portfolio.

On this news, Zoetis’ stock price fell $5.69, or 3.8%, to close at $146.12 per share on August 5, 2025, thereby injuring investors.

Then, on November 4, 2025, Zoetis released its third quarter 2025 financial results, revealing slowed growth across its key Companion Animal franchises and disclosing continued weakness in sales of its canine pain treatment, Librela, and increased competitive pressure in dermatology and parasiticides. The Company also lowered its full year sales outlook.

On this news, Zoetis’ stock price fell $19.89, or 13.8%, to close at $124.46 per share on November 4, 2025.

Then, on May 7, 2026, Zoetis released its first quarter 2026 financial results, reporting slowing overall revenue growth, declining Companion Animal sales performance, and worsening results across its key dermatology and parasiticides franchises, stating that “competition intensified across key pet care categories, including dermatology and parasiticides,” that “pet owners demonstrated increased price sensitivity,” and that “these new entrants have not yet translated into overall market expansion.”

The Company also explained that “price has played a larger role in the decision process,” that “[s]hare loss is being amplified by a derm market with declining patient volume in the clinic,” and that contraction in the parasiticides market was negatively impacting prescription volumes and compliance. In addition, the Company admitted that it was operating in “a more price sensitive and competitive environment” and further reduced its 2026 growth outlook based on continuing competitive and operating pressures.

On this news, Zoetis’ stock price fell $23.91, or 21.5%, to close at $87.31 per share on May 7, 2026, thereby injuring investors further.

What Is The Lawsuit About?
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis’ Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

If you purchased or otherwise acquired Zoetis securities during the Class Period, you may move the Court no later than July 27, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.

Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.

If you inquire by email, please include your mailing address, telephone number and number of shares purchased.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.

NEW YORK, June 22, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”), of the important July 27, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Zoetis securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis’ flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis’ Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

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

-------------------------------

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

NEW YORK, June 23, 2026 (GLOBE NEWSWIRE) -- IMPORTANT DATE: July 27, 2026. Investors who purchased Zoetis Inc. (NYSE: ZTS) securities between January 14, 2025 and May 6, 2026 and wish to seek appointment as lead plaintiff must file a motion with the Court by this date. Start your claim now before the deadline. You may also contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.

Zoetis shares declined from $151.81 before the first revelation to $87.31 following the fourth corrective disclosures. A securities class action is pending in the United States District Court for the Southern District of New York.

What Is a Lead Plaintiff?

Under the Private Securities Litigation Reform Act of 1995, the Court appoints a lead plaintiff to represent the interests of all class members. In the Zoetis case, lead plaintiff applicants must demonstrate losses from purchases of ZTS securities between January 14, 2025 and May 6, 2026. The lead plaintiff selects counsel, oversees litigation strategy, and approves any settlement on behalf of the class.

Lead Plaintiff Facts

The lead plaintiff is typically the investor or group with the largest financial interest in the caseThere is no minimum loss requirement to apply for lead plaintiff statusServing as lead plaintiff does not require out-of-pocket payment; attorneys work on contingencyLead plaintiffs are not required to attend trial or give testimony in the vast majority of casesInvestors who do not seek lead plaintiff status remain absent class members and may still participate in any recoveryThe July 27, 2026 deadline applies only to lead plaintiff motions, not to class membership Post-Deadline Procedures

After July 27, 2026, the Court will review competing motions and appoint a lead plaintiff based on the adequacy and typicality of the applicant's claims and the size of the applicant's financial stake. The appointed lead plaintiff will then select lead counsel, and the case will proceed through discovery, class certification, and potentially trial or settlement.

Find out if you qualify to recover losses or call (888) SueWallSt.

About the Zoetis Class Action

The action alleges Zoetis and certain officers made materially false and misleading statements regarding the Company's Companion Animal product portfolio, concealing safety concerns with Librela, competitive losses in parasiticides and dermatology, and declining veterinarian confidence. Four corrective disclosures between August 2025 and May 2026 allegedly removed artificial inflation from ZTS shares.

"The lead plaintiff process is designed to ensure the class is represented by shareholders with substantial interests in the outcome of the litigation. Investors with losses in Zoetis during the Class Period should evaluate whether seeking appointment serves their interests before the July 27 deadline." -- Joseph E. Levi, Esq.

SueWallSt | Top 50 Securities Firm | (888) SueWallSt | www.zlk.com

Frequently Asked Questions About the ZTS Lawsuit

Q: What is the ZTS lead plaintiff deadline? A: The deadline to apply for lead plaintiff appointment is July 27, 2026. This deadline applies only to investors seeking to serve as lead plaintiff. Class members who do not apply may still participate in any recovery without taking action before this date.

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

Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.

Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.

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

Q: How long will the lawsuit take to resolve? A: Securities class actions typically take two to four years from initial filing to resolution.

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

Did you buy ZTS securities between January 14, 2025, and May 6, 2026?

Affected ZTS Investor Summary

Who: Zoetis Inc. (NYSE: ZTS)What: Securities fraud class action lawsuit filedClass Period: January 14, 2025 through May 6, 2026Deadline to Seek Lead Plaintiff Status: Juy 27, 2026Key Lawsuit Allegations: Material misstatements and/or omissions concerning the company’s product adoption.Investor Action: Contact Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) for recovery options RADNOR, Pa., June 23, 2026 (GLOBE NEWSWIRE) -- Kessler Topaz Meltzer & Check, LLP (www.ktmc.com), a nationally recognized securities litigation law firm, informs investors that a securities fraud class action lawsuit has been filed against Zoetis Inc. (Zoetis) (NYSE: ZTS) on behalf of those who purchased or otherwise acquired Zoetis securities between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”). The lawsuit is filed in the United States District Court for the Southern District of New York and is captioned City of Ann Arbor Retiree Health Care Benefit Plan & Trust v. Zoetis Inc., No. 26-cv-04401 (S.D.N.Y.). Investors have until July 27, 2026, to file for lead plaintiff status.

CONTACT KTMC TO DISCUSS YOUR LEGAL RIGHTS:
If you purchased or acquired Zoetis securities and have lost money on your investment, please provide your information here:

https://www.ktmc.com/zts-zoetis-inc-class-action-lawsuit?utm_source=Globe&utm_medium=pressrelease&utm_campaign=zts&mktm=PR

You can also contact attorney Jonathan Naji, Esq. by calling (484) 270-1453 or by email at [email protected]. There is no cost or obligation to speak with an attorney.

ZOETIS INC. CLASS ACTION LAWSUIT - COMPLAINT ALLEGATION SUMMARY:
Zoetis is an animal health company that develops, manufactures, and sells vaccines, medications, diagnostics, and more for companion and livestock animals.

The complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material facts about the company’s business, operations, and prospects. Specifically, Defendants misrepresented and/or failed to disclose that: (1) prescription growth and use of Librela, a pain treatment for dogs, was weakening following FDA safety warnings of serious neurological complications; (2) Simparica Trio, a preventative for fleas, ticks, and heartworm, was losing significant market share to a lower priced competitor; (3) the company’s dermatological products, specifically Apoquel and Cytopoint, were also losing market share to competition; and (4) as a result of the foregoing, Defendants’ statements about the company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.

Why did Zoetis’s Stock Drop?
On May 7, 2026, Zoetis reported its 2026 first quarter financial results which showed significant decline across its Companion Animal business. On this news, Zoetis’s stock price fell 21.5%.

WHAT ZTS INVESTORS CAN DO NOW:

File to be lead plaintiff by July 27, 2026.Contact KTMC for a free case evaluation. All representation is on a contingency fee basis, there is no cost to you.Retain counsel of choice or take no action. THE LEAD PLAINTIFF PROCESS FOR ZOETIS INC. INVESTORS:
Zoetis investors may, no later than July 27, 2026, seek to be appointed as a lead plaintiff representative of the class through Kessler Topaz Meltzer & Check, LLP or other counsel, or may choose to do nothing and remain an absent class member. A lead plaintiff is a representative party who acts on behalf of all class members in directing the litigation. The lead plaintiff is usually the investor or small group of investors who have the largest financial interest and who are also adequate and typical of the proposed class of investors. The lead plaintiff selects counsel to represent the lead plaintiff and the class and these attorneys, if approved by the court, are lead or class counsel. Your ability to share in any recovery is not affected by the decision of whether or not to serve as a lead plaintiff.

Kessler Topaz Meltzer & Check, LLP encourages Zoetis investors to contact the firm for more information.

ABOUT KESSLER TOPAZ MELTZER & CHECK, LLP (KTMC):

Kessler Topaz Meltzer & Check, LLP (KTMC) is a leading U.S. plaintiff-side law firm focused on securities-fraud class actions and global investor protection. The firm represents individual investors as well as institutions, such as major pension funds, asset managers, and international investors. KTMC has led some of the largest recoveries in securities litigation and has been recognized by peers and the legal media with numerous accolades, including The National Law Journal’s Plaintiff’s Hot List and Trailblazers in Plaintiffs' Law, BTI Consulting Group’s Honor Roll of Most Feared Law Firms, The Legal Intelligencer’s Class Action Firm of the Year, Lawdragon’s Leading Plaintiff Financial Lawyers, and Law360’s Titans of the Plaintiffs Bar. The firm operates globally with offices in Pennsylvania and California. KTMC has recovered over $25 billion for our clients and the classes they represent. For more information about Kessler Topaz Meltzer & Check, LLP, please visit www.ktmc.com. The complaint in this matter was not filed by KTMC.

CONTACT:

Jonathan Naji, Esq.
(484) 270-1453
280 King of Prussia Road
Radnor, PA 19087
[email protected]

May be considered attorney advertising in certain jurisdictions. Past results do not guarantee future outcomes.

Elevance Health (NYSE: ELV) today announced it has invested $640 million in affordable housing over the past five years, building on more than $1 billion invested over nearly two decades. These investments reflect the company’s continued commitment to addressing social drivers of health, helping lower the total cost of care, and expanding access to safe, stable, and affordable housing.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260617980738/en/

Elevance Health has invested more than $1 billion across approximately 400 properties, supporting more than 40,000 housing units in 45 states, the District of Columbia, Puerto Rico, and Guam.

Over the past five years, Elevance Health has invested $640 million across 15 properties, supporting the development of 2,654 affordable housing units, including apartment homes, townhomes, and single-family residences, across 10 states. In total, the company has invested more than $1 billion across approximately 400 properties, supporting more than 40,000 housing units in 45 states, the District of Columbia, Puerto Rico, and Guam.

“Access to safe and stable housing is fundamental to improving health outcomes and building stronger communities,” said Aimée K. Dailey, president of Government Health Benefits at Elevance Health. “Our continued investment reflects a long-term commitment to addressing the underlying factors that impact overall health. By focusing on high-impact housing initiatives and strong local partnerships, we are helping individuals and families achieve stability, improve their health, reduce avoidable healthcare costs, and create a foundation for long-term wellbeing.”

A National Commitment to Whole Health and Medicaid Populations

Housing instability remains one of the most pressing challenges impacting health outcomes across the United States. According to the U.S. Department of Housing and Urban Development, more than 653,000 people experienced homelessness in 2023, including families with children, reflecting the growing housing challenges facing communities nationwide. For many individuals, the lack of stable housing creates significant barriers to accessing care and managing health conditions.

Elevance Health’s approach is grounded in its whole health strategy, which recognizes that social and environmental factors play a significant role in health outcomes. Housing is one of the most critical of these factors, particularly for Medicaid populations.

Internal analysis of Elevance Health-affiliated Medicaid plan members with high healthcare utilization found that 43 percent of members with more than 50 emergency room visits per year were experiencing homelessness. This underscores the direct connection between housing instability and avoidable healthcare utilization.

By investing in affordable housing and supportive services, Elevance Health is helping to address these challenges early and support better outcomes for the individuals and communities it serves.

These investments reflect an evolution toward more targeted, high-impact housing developments that enable deeper community partnerships and more measurable outcomes at the local level.

Expanding Access to Stable Housing for Vulnerable Populations

Affordable housing plays a critical role in supporting low- to moderate-income individuals and families, including seniors, people with disabilities, and individuals experiencing or at risk of homelessness. These developments are typically designed for households earning 80 percent or less of the area median income and help ensure residents spend no more than 30 percent of their income on housing, reducing financial strain and improving overall stability.

Elevance Health’s investments are designed to support populations with complex needs, including individuals living with intellectual and or developmental disabilities, seniors on fixed incomes, and families facing housing insecurity.

Stable housing is closely linked to improved health outcomes. Individuals with access to affordable housing are more likely to experience fewer potentially costly emergency room visits and hospitalizations, better manage chronic conditions such as diabetes, asthma, and hypertension, maintain consistent access to preventive and primary care, and achieve improved mental health outcomes.

Conversely, housing instability is associated with higher rates of chronic illness, increased healthcare utilization, and poorer overall health outcomes. Even frequent moves can negatively impact health. Children who move multiple times within a year are more likely to experience chronic conditions and disruptions in care.

Delivering Innovative, Community-Based Housing Solutions

Elevance Health works through its affiliated health plans to connect members to housing resources and services that help prevent homelessness and support long-term stability.

Across its Medicaid plans, Elevance Health supports housing programs that address barriers such as past-due rent, utility costs, and move-in expenses. Flexible funding programs help members remain housed by covering essential needs such as security deposits, overdue rent, and utility bills. These programs also connect members with housing coordinators who work directly with individuals and families to identify solutions and navigate available resources.

In one example, flexible housing support programs have assisted approximately 1,500 households across multiple states by helping cover rent, utilities, and other essential housing-related expenses.

Elevance Health also collaborates with community-based organizations, housing authorities, and local partners to help members access housing vouchers, prevent evictions, and secure stable housing that meets their needs. These partnerships are critical to ensuring that housing solutions are tailored to the unique needs of each community.

Integrating Health and Community-Based Support

In addition to supporting housing development, Elevance Health works to integrate health and social support services within communities wherever possible.

In select markets, this includes access to healthcare and wellness programs, care coordination for individuals with complex needs, behavioral health support, and connections to food, transportation, and other essential services.

These efforts help remove barriers to care and support individuals in managing their health more effectively. Programs that combine housing support with health and social services have demonstrated strong outcomes. In one state-based program, more than 90 percent of participating members maintained stable housing six months after receiving support.

“Affordable housing is a critical foundation for improving quality of life and strengthening communities,” said Dr. Adrienne McFadden, chief medical officer of Government Health Benefits at Elevance Health. “By working alongside community partners and aligning housing with health services, we are helping to create sustainable solutions that improve outcomes and support long-term stability.”

Looking Ahead

Elevance Health’s investments in affordable housing directly support state and community priorities, including improving population health and reducing avoidable healthcare costs.

The company and its affiliated health plans will continue to expand its affordable housing efforts across the country, aligning investments with community needs and opportunities to improve health outcomes at scale. Through this work, the company remains focused on building healthier communities and advancing its mission to improve lives and make healthcare simpler.

About Elevance Health

Elevance Health is a lifetime, trusted health partner whose purpose is to improve the health of humanity. The company supports consumers, families, and communities across the entire healthcare journey – connecting them to the care, support, and resources they need to lead better lives. Elevance Health’s companies serve approximately 105 million consumers through a diverse portfolio of industry-leading medical, pharmacy, behavioral, clinical, home health, and complex care solutions. For more information, please visit www.elevancehealth.com or follow us @ElevanceHealth on X and Elevance Health on LinkedIn.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260617980738/en/

Key Takeaways Elevance Health invested $640M in affordable housing over five years, supporting 2,654 units in 10 states.The strategy pairs housing with healthcare and support services for vulnerable Medicaid and Medicare members.Elevance says stable housing may improve outcomes, manage costs and support long-term growth. Elevance Health, Inc. (ELV - Free Report) recently announced that it has invested $640 million in affordable housing projects over the past five years, reinforcing its broader effort to address social factors that influence health outcomes. The investments supported the development of 2,654 affordable housing units across 15 properties in 10 states, including apartment homes, townhomes and single-family residences. The latest commitment brings ELV's total affordable housing investment to more than $1 billion over nearly two decades, ultimately supporting over 40,000 units across 45 states.

The initiative goes beyond building affordable housing. Elevance aims to pair housing with healthcare and community support services, particularly for vulnerable populations. The company believes that stable housing can improve health outcomes, increase access to care and help address social factors that often lead to poorer health. By helping high-risk Medicaid and Medicare members secure reliable housing, Elevance hopes to create healthier communities and improve member well-being.

The investment also aligns with Elevance's broader strategy of managing healthcare costs while improving member outcomes. For the first quarter of 2026, the company reported adjusted earnings per share of $12.58 and raised its full-year adjusted EPS guidance. As healthcare utilization remains elevated across government-sponsored programs, addressing the root causes of poor health could help moderate medical costs and support long-term margin stability.

The announcement signals a long-term value creation strategy rather than an immediate earnings catalyst. These community-focused investments could strengthen Elevance's relationships with state agencies and enhance its position when competing for government-sponsored healthcare contracts. Overall, the initiative reflects management's focus on sustainable growth and long-term shareholder value.

ELV’s Stock Price PerformanceShares of Elevance Health have gained 11.6% year to date compared to the industry’s 6.5% decline over the same period.

Image Source: Zacks Investment Research

ELV’s Zacks Rank & Key PicksElevance Health currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader Medical space are Surgery Partners, Inc. (SGRY - Free Report) , BrightSpring Health Services, Inc. (BTSG - Free Report) and Alignment Healthcare, Inc. (ALHC - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Surgery Partners’ 2026 earnings is pegged at 36 cents per share, which has witnessed three upward revisions in the past 60 days, with no movement in the opposite direction. The consensus estimate for SGRY’s 2026 revenues is pinned at $3.41 billion, implying 3% year-over-year growth.

The Zacks Consensus Estimate for BrightSpring Health’s 2026 earnings is pegged at $1.67 per share, which has witnessed five upward revisions in the past 60 days, with no movement in the opposite direction. BTSG beat earnings estimates in three of the trailing four quarters and missed once, with the average surprise being 14.6%. The consensus estimate for 2026 revenues is pinned at $15.05 billion, implying 16.6% year-over-year growth.

The Zacks Consensus Estimate for Alignment Healthcare’s 2026 earnings is pegged at 20 cents per share, which has witnessed four upward revisions in the past 60 days, with no movement in the opposite direction. ALHC beat earnings estimates in each of the trailing four quarters, with the average surprise being 198.8%. The consensus estimate for 2026 revenues is pinned at $5.19 billion, implying 31.4% year-over-year growth.

While the Federal Reserve works out how to stop rampant inflation, consumers need to figure out how to make their dollars work harder for them at the store. In general, inflation works against retailers as shoppers pull back on spending, but some retailers actually benefit from it; off-price or discount retailers often report their best performance when everyone is looking for a deal.

That's why TJX Companies (TJX +0.47%) and Costco Wholesale (COST +0.90%) are some of the best stocks to own when times are tough. Here's why they can keep winning in the second half of the year.

Image source: Getty Images.

1. TJX Companies TJX is the umbrella company for TJ Maxx, Marshalls, HomeGoods, and Sierra, as well as many international off-price retail chains. It buys overstock and post-season merchandise, and shoppers love its great prices year-round, as well as the treasure-hunt feel of the stores, which keep them coming back as new merchandise arrives. The company owns more than 5,000 stores in 10 countries and has six e-commerce sites, providing a diversified backdrop to drive sales.

High-inflation periods bring in extra business as shoppers have less to spend and want the most bang for their buck. While many retailers are feeling the pinch and reporting pressured sales, TJX has demonstrated healthy growth.

Sales were up 9% year over year in the 2027 fiscal first quarter (ended May 2), with comparable sales (comps) up 6%. Earnings per share (EPS) increased 29% to $1.29. All divisions had increased comps and transactions, and management raised full-year guidance.

Today's Change

(

0.47

%) $

0.78

Current Price

$

164.95

CEO Ernie Herrman said, "Availability of quality, branded merchandise is outstanding." He expects the model to continue working for the foreseeable future and the company to capture market share long-term.

In previous challenging economies, TJX also outperformed, creating a hedge against the market, and TJX stock has outperformed the market over time. It also pays a growing dividend that yields 1% at the current price, providing another benefit for shareholders.

2. Costco Costco is the ultimate inflation stock. Its rock-bottom prices attract high volume, driving increased sales, higher profits, strong renewal rates, and new members.

CEO Ron Vachris said, "Our goal is to be the first to lower prices and last to raise them." Costco is taking a preemptive approach, lowering prices on some staples, like eggs, to provide greater value for its members and anticipate lower prices.

Costco has been reporting its highest growth in years as customers flock to its warehouses. Sales increased 11.6% year over year in the 2026 fiscal third quarter (ended May 10), and comps were up 9.8%. E-commerce remains a standout growth driver, and digitally enabled sales rose 21.5% in the quarter. Despite higher costs, profitability remained strong, and EPS increased from $4.28 last year to $4.93 this year.

Today's Change

(

0.90

%) $

8.56

Current Price

$

959.91

While higher oil prices have been negatively affecting many companies, Costco's lower gas prices are turning lemons into lemonade and bringing in new business. Since customers who fill up at its gas stations tend to spend more overall, this is another growth driver.

The best part is that Costco still has a long growth runway. It owns only 639 stores in the U.S. and isn't even in every state, and internationally, it's just getting started. Its long-term goal is to open 30 stores annually, and each of Costco's massive stores converts at high rates, providing a healthy path for long-term growth.

Costco stock also pays a growing dividend that yields 0.6% at the current price, and it's a forever stock that should keep winning this year and for the long term.

The TJX Companies (TJX +0.47%) has earned its reputation for providing value to both its customers and its long-term shareholders. Yet with shares up 34% over the past year and the stock now trading at roughly 32 times this year's earnings estimates, the value proposition for investors may be fading.

Operationally, the business remains strong. In the first quarter, same-store (comp) sales rose 6%, driven by higher customer traffic and spending per visit. The balanced growth across TJ Maxx, Marshalls, and HomeGoods, which posted an impressive 9% comp, shows the company continues to attract a broad range of customers.

The company's "treasure hunt" shopping experience has proven a durable advantage that resonates with younger shoppers. These Gen Z and millennial shoppers now account for a disproportionate number of its new customers, according to management.

TJX's margins are also expanding at a time when many retailers are facing pressure, with gross margin expanding by nearly 2 percentage points, reaching 31.3% in the quarter.

Image source: Getty Images

An opportunistic buying model The retailer's track record stems from its ability to capitalize on shifting fashion trends. While most companies struggle with excess inventory, the off-price retailer takes advantage, acquiring merchandise at deep discounts during times of distress.

The company leverages its relationships with over 21,000 vendors, giving it unmatched access to deals on brand-name goods. This allows TJX to sell brand-name and designer merchandise at prices typically 20% to 60% below those of traditional retailers. This value proposition continues to drive consistent traffic to its stores.

With over 5,200 stores globally, extending the growth story requires creativity. Management has outlined a pathway to an additional 1,800 stores within its current markets.

A significant portion of this growth is focused on the U.S. home furnishings market, which management estimates is worth over $30 billion. The company recently raised its long-term store target for HomeGoods in the U.S. from 1,000 to 1,800 locations.

This banner, along with its growing Homesense format, offers a source of profitable growth to complement its maturing apparel business while facing limited off-price competition.

Today's Change

(

0.47

%) $

0.78

Current Price

$

164.95

A high price for quality While the domestic growth story is compelling, international stores continue to report below-average profitability. TJX International's segment profit margin was just 4.6% in the first quarter, compared with the low-to-mid-teens for the rest of the business.

The company generated nearly $5 billion in free cash flow last year and maintains a strong balance sheet with $2.7 billion in net cash. This financial flexibility allows management to be patient, enabling it to invest in its next leg of growth, which could include entering a new category to expand its total addressable market.

After its strong run, the company needs to deliver on continued growth and margin expansion to drive returns from here. TJX remains one of the best-run companies in retail, and the off-price category remains a compelling space to invest, but at over 30 times earnings, patience may be the best approach.

The Federal Reserve decided to hold short-term interest rates steady at its recent meeting. While noting solid economic activity, the central bank also mentioned uncertainty caused by the Iran war. Eight members expect to keep rates the same this year, but nine project higher federal funds rates.

Subsequently, the U.S. and Iran signed a memorandum of understanding, giving the countries two months to work out an agreement, and oil prices subsequently slid. However, the situation remains fluid.

Given this uncertainty. TJX Companies (TJX +0.47%), with strong business fundamentals and growing dividends, offers investors an appealing potential total return.

Image source: Getty Images.

Drawing customers TJX's retail brands actually attract more customers during times of economic stress. Its chains, which include TJ Maxx, Marshalls, and HomeGoods, are off-price retailers selling apparel and home fashions.

That means they opportunistically purchase merchandise. And TJX has more leverage and buying opportunities during challenging economic times.

The company does well during ordinary times, but its sales growth has accelerated recently. That's due to consumers struggling with higher prices and an uncertain job market.

TJX's fiscal first-quarter 2027 same-store sales (comps) jumped 6%, with increases across all of its divisions. This helped drive its diluted earnings per share 29% higher. The results were for the period that ended on May 2. Management expects a very healthy 3% to 4% comps gain for the year.

Today's Change

(

0.47

%) $

0.78

Current Price

$

164.95

The company's not a mature retailer, either. It continues to open new locations, adding 48 in the first quarter and ending the quarter with 5,262 stores.

Higher payments Shareholders will also appreciate the regularly increasing dividend payments. The board of directors raised June's quarterly dividend by nearly 13% to $0.48 per share.

TJX has increased dividends for 29 out of the last 30 years. The exception came during the early days of the COVID-19 pandemic in 2020, when the company took the understandable decision to suspend payouts.

Investors shouldn't worry about TJX's ability to afford the payments. The stock has a payout ratio, or dividends compared to earnings, of just 34%.

The shares have a 1.2% dividend yield, based on the new quarterly dividend rate. That might not sound exciting, but it's higher than the S&P 500 index's 1.1%. Besides, investors can count on receiving higher dividends down the road.

The dividend yield combined with TJX's capital appreciation potential makes the stock a compelling buying opportunity for investors with a long-term view.

The TJX Companies demonstrate robust sales and profit growth across segments as a result of the poor consumer sentiment in the United States. Strong cash flow generation underpins TJX's ability to sustain dividends and buyback shares, although I have to question whether buybacks are actually attractive at the current valuation. Valuation metrics indicate a significant premium compared to the consumer discretionary sector median, as well as to the firm's own 5Y historic metrics.

VALE S.A. (VALE - Free Report) ended the recent trading session at $15.53, demonstrating a -2.82% change from the preceding day's closing price. The stock's performance was behind the S&P 500's daily loss of 1.22%. On the other hand, the Dow registered a loss of 0.98%, and the technology-centric Nasdaq decreased by 1.35%.

The stock of company has fallen by 0.19% in the past month, lagging the Basic Materials sector's gain of 3.65% and the S&P 500's gain of 1.56%.

Market participants will be closely following the financial results of VALE S.A. in its upcoming release. In that report, analysts expect VALE S.A. to post earnings of $0.51 per share. This would mark year-over-year growth of 2%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $10.65 billion, up 21% from the year-ago period.

For the full year, the Zacks Consensus Estimates are projecting earnings of $2.13 per share and revenue of $41.73 billion, which would represent changes of +17.03% and +8.65%, respectively, from the prior year.

Investors should also pay attention to any latest changes in analyst estimates for VALE S.A. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.28% upward. Right now, VALE S.A. possesses a Zacks Rank of #3 (Hold).

Valuation is also important, so investors should note that VALE S.A. has a Forward P/E ratio of 7.52 right now. Its industry sports an average Forward P/E of 8.94, so one might conclude that VALE S.A. is trading at a discount comparatively.

The Mining - Iron industry is part of the Basic Materials sector. This group has a Zacks Industry Rank of 27, putting it in the top 12% 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.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

HomeDividends AnalysisDividend IdeasUtilities 

SummaryBlack Hills Corporation is reaffirmed as a Buy, trading at a 12% discount to a $82 fair value estimate.The merger with NorthWestern Energy is on track for 2026, enhancing BKH’s growth profile and asset footprint.BKH projects robust adjusted EPS growth of 6.3% annually, supported by secular demand drivers and a $4.7B capex plan.Dividend safety is strong, with a 3.9% yield, a 56-year growth streak, and a payout ratio in the mid-60% range.Looking for a portfolio of ideas like this one? Members of The Dividend Kings get exclusive access to our subscriber-only portfolios. Learn More »Sitewide Sale 2026: Get 20% Off AKart Design/iStock via Getty Images

Co-authored by Kody's Dividends

When a slow-and-steady utility transforms itself into a dynamic regional power player, alert income investors should take notice. A major all-stock utility combination recently cleared a hurdle, securing overwhelming approval from shareholders. In the

4.83K Followers

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

Kody's Dividends, Justin Law, and Rachel Kaufman are part of the Dividend Kings team.

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

On June 17, 2026, Docusign Inc DOCU shares fell 4.2% today, closing at $42.58. This decline adds to a challenging year for the company, with its stock down 37.8% year-to-date and a staggering 43.1% over the past year. The shares have traded between $40.16 and $86.65 over the past 52 weeks.

GF Value™ verdict: The current price of $42.58 is significantly below the GF Value™ estimate of $72.44, indicating a 41.2% upside potential.GF Score™: The stock has a GF Score™ of 67/100, suggesting it is rated as above average compared to its peers.Notable signal: Insider activity shows that insiders sold $3.1 million worth of stock in the last 3 months, with no insider buying reported. Is DOCU Overvalued or Undervalued? Based on the current price of $42.58 and the GF Value™ estimate of $72.44, Docusign appears to be significantly undervalued at this moment. This 41.2% margin of safety presents a potential investment opportunity for those considering the stock. However, potential investors should be cautious, as the GF Valuation label indicates that while the stock is undervalued, there might be risks associated with its recent price performance.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. The disparity between the current price and GF Value™ suggests that the market may not fully reflect the company's potential, but investors should remain aware of the specific challenges that might be contributing to the stock's current price trajectory.

How Does DOCU's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 27.6x 32.4x Forward P/E 9.4x N/A The current P/E (TTM) of 27.6x is 15% below its 5-year median of 32.4x, indicating that Docusign is trading below its historical valuation levels. This analysis aligns with the GF Value™ verdict, reinforcing the notion that the stock is undervalued compared to its past performance.

What Does DOCU's GF Score™ Tell Us? Metric Rating GF Score™ 67 Financial Strength 8/10 Profitability 4/10 Growth 7/10 Valuation 4/10 Momentum 2/10 The GF Score™ of 67/100 indicates a solid position for Docusign, with particularly strong financial strength rated at 8/10 and a respectable growth rank of 7/10. However, the valuation and momentum ranks are weaker at 4/10 and 2/10, respectively, suggesting that while the company has a sound financial footing and growth potential, momentum in the stock price has been poor, and its valuation may not currently reflect its intrinsic value.

What Are Insiders Doing with DOCU Stock? In recent months, insider activity has shown that insiders sold approximately $3.1 million in Docusign stock, without any reported purchases. This pattern of selling could suggest a lack of confidence in the short-term performance of the stock or a strategy to realize gains. The absence of insider buying could also indicate that insiders do not see current prices as attractive for investment, which is often a cautionary signal for potential investors.

What This Means for Investors Based on the analysis of GF Value™, Docusign Inc DOCU is currently undervalued. The significant difference between the current price and the GF Value™ estimate presents a potential opportunity, albeit with caveats regarding insider selling and current momentum issues.

For the complete analysis, visit the Docusign Inc DOCU 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 DOCU's GF Score™?

DOCU has a GF Score™ of 67/100, indicating that it is above average relative to its peers, suggesting potential for better long-term returns.

Is DOCU overvalued or undervalued?

According to the GF Value™, DOCU is currently undervalued, with a significant margin of safety compared to its intrinsic value estimate.

What is DOCU's P/E ratio?

DOCU's P/E (TTM) is 27.6x, which is 15% below its 5-year median of 32.4x, indicating that the stock is trading below 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].

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

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

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

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

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

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

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

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

That's where the Style Scores come in.

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

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

For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.

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

Stock to Watch: DocuSign (DOCU - Free Report) Founded in 2003 and headquartered in San Francisco, Docusign is a global provider of cloud-based software. The company’s Docusign Agreement Cloud is a cloud software suite that automates and connects the entire agreement process.

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

Additionally, the company could be a top pick for growth investors. DOCU has a Growth Style Score of A, forecasting year-over-year earnings growth of 18% for the current fiscal year.

Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.10 to $4.53 per share. DOCU boasts an average earnings surprise of +8.7%.

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

It has been about a month since the last earnings report for ZIM Integrated Shipping Services (ZIM - Free Report) . Shares have lost about 3.2% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is ZIM due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for ZIM Integrated Shipping Services Ltd. before we dive into how investors and analysts have reacted as of late.

ZIM Misses on Q1 EarningsZIM Integrated Shipping Services Ltd. reported first-quarter 2026 loss per share of 72 cents, which was wider than the Zacks Consensus Estimate loss of 22 cents. In the year-ago reported quarter, ZIM reported earnings per share of $2.45.

Revenues of $1.39 billion missed the Zacks Consensus Estimate of $1.59 billion and declined 30.4% from the year-ago quarter. This was due to the decrease in freight rates and carried volume.

Carried volume in the first quarter decreased 8% year over year to 866 thousand TEUs (twenty-foot equivalent units). Average freight rate per TEU in the first quarter decreased 26% year over year to $1,310.

Adjusted EBITDA for the first quarter was $313 million, down 60% on a year-over-year basis. Adjusted EBITDA margins for the first quarter of 2026 fell to 22% from 39% in the year-ago quarter.

Adjusted EBIT loss for the first quarter was $5 million compared with adjusted EBIT of $463 million in the first quarter of 2025. Adjusted EBIT margins in the first quarter of 2026 fell to 0% from 23% in the year-ago quarter.

LiquidityZIM exited the first quarter with cash and cash equivalents of $921.6 million compared with $1.05 billion at the end of the previous quarter.

ZIM generated $263 million of cash from operating activities in the first quarter of 2026. Net capital expenditures totaled $28 million for the reported quarter. Free cash flow was $235 million.

ZIM’s First-Quarter 2026 DividendBased on its dividend policy and in light of the net loss recorded in the first quarter of 2026, ZIM’s board of directors has declared not to pay any dividend to shareholders on account of its first-quarter results.

Deal With Hapag-LloydOn Feb. 16, 2026, ZIM announced that it had inked a deal with Hapag-Lloyd, per which ZIM would be purchased by Hapag-Lloyd for $35.00 per share in cash. The deal was unanimously approved by ZIM's board of directors and approved by shareholders at a special meeting held on April 30, 2026. Subject to satisfaction of customary closing conditions, including approvals by various regulatory authorities, among them the State of Israel, pursuant to the requirements of the Special State Share (the "Golden Share"), the deal is anticipated to be completed in the fourth quarter of 2026.

How Have Estimates Been Moving Since Then?Analysts were quiet during the last two month period as none of them issued any earnings estimate revisions.

VGM ScoresAt this time, ZIM has a subpar Growth Score of D, however its Momentum Score is doing a lot better with a B. Charting a somewhat similar path, the stock has a score of A on the value side, putting it in the top 20% for value investors.

Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook ZIM has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

D.R. Horton (DHI - Free Report) ended the recent trading session at $152.48, demonstrating a -2.46% change from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily loss of 1.22%. On the other hand, the Dow registered a loss of 0.98%, and the technology-centric Nasdaq decreased by 1.35%.

Prior to today's trading, shares of the homebuilder had gained 16.04% outpaced the Construction sector's gain of 5.36% and the S&P 500's gain of 1.56%.

The investment community will be closely monitoring the performance of D.R. Horton in its forthcoming earnings report. The company is scheduled to release its earnings on July 21, 2026. It is anticipated that the company will report an EPS of $2.98, marking a 11.31% fall compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $9.18 billion, down 0.49% from the prior-year quarter.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $10.57 per share and a revenue of $33.86 billion, indicating changes of -8.64% and -1.14%, respectively, from the former year.

Investors might also notice recent changes to analyst estimates for D.R Horton. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. D.R. Horton presently features a Zacks Rank of #3 (Hold).

Looking at its valuation, D.R. Horton is holding a Forward P/E ratio of 14.79. This signifies a discount in comparison to the average Forward P/E of 14.83 for its industry.

Also, we should mention that DHI has a PEG ratio of 2.19. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The average PEG ratio for the Building Products - Home Builders industry stood at 1.95 at the close of the market yesterday.

The Building Products - Home Builders industry is part of the Construction sector. This group has a Zacks Industry Rank of 226, putting it in the bottom 8% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual 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 DHI in the coming trading sessions, be sure to utilize Zacks.com.

Shares of Accenture (ACN +0.85%) cratered about 18% on June 18 -- the consulting giant's worst single-day drop on record. What spooked investors wasn't the quarter. It was the outlook, and the fear behind it.

And Accenture didn't fall alone. EPAM Systems (EPAM +0.83%) slid about 9% the same day without reporting anything of its own. The worry driving this sell-off? The risk of artificial intelligence (AI) threatening the work these firms get paid for.

So is AI structurally shrinking demand for IT services, or is this an overreaction?

Image source: Getty Images.

Accenture: a record drop on a cautious outlook Overall, Accenture's fiscal third quarter of 2026 (the period ended May 31, 2026) was solid. Revenue rose 6% to $18.7 billion, and earnings per share climbed 9%.

But the trouble was the guidance. Management trimmed its full-year revenue growth outlook to 3% to 4% in local currency, from 3% to 5%. New bookings, a measure of future work, fell 2%.

CEO Julie Sweet tied part of the softness to the war in the Middle East, which she said cut about $100 million from fiscal third-quarter revenue relative to expectations.

And Sweet is optimistic that AI will be a catalyst for its business.

"We believe that AI will be a tailwind for us and our industry as it scales," Sweet said on the company's fiscal third-quarter earnings call.

But the market seems more pessimistic. At about $128 as of this writing, less than half its 52-week high, Accenture trades at only about 10 times earnings.

EPAM Systems: the most exposed? If any of these businesses looks vulnerable to AI coding tools, it's EPAM. It's a pure-play digital engineering and software development shop -- the hands-on programming work that AI assistants keep getting better at automating.

The stock has been punished for it. Shares closed near $77 as of this writing, down roughly two-thirds from a January high above $220. Adding to the stock's calamity, EPAM was dropped from the S&P 500 earlier this month.

Today's Change

(

0.83

%) $

0.63

Current Price

$

76.67

Still, the business held up fairly well in the first quarter, with revenue up 7.6% to $1.4 billion. But management cut its full-year revenue growth outlook to a range of 4% to 6.5%.

In the meantime, EPAM signed a multi-year partnership with AI developer Anthropic and is training more than 20,000 employees on Anthropic tools.

But apparently, this isn't enough to excite Wall Street. Trading at about 11 times earnings, the stock prices in heavy doubt.

Cognizant: bookings that don't fit the panic Cognizant (CTSH 1.15%), an IT-services and outsourcing company, fell about 10% on June 18, to a 52-week low -- even though it reported a solid first quarter back in April, with revenue up 5.8% to $5.4 billion and non-GAAP (adjusted) earnings per share up about 14%.

Today's Change

(

0.85

%) $

1.06

Current Price

$

125.89

Even more, its first-quarter bookings rose 21%, and trailing-12-month bookings reached $29.6 billion, up 11%. The company signed seven deals worth $100 million or more in the quarter, including one above $500 million.

At around 9 times earnings, plenty of bad news is already in the price.

IBM: the best-positioned to thrive? IBM (IBM +4.86%) sits at the opposite end -- its stock slipped about 5% on June 18, a fraction of the others' losses.

The difference is what IBM sells. Consulting is only about a third of its revenue, and it grew just 4% last quarter (1% excluding currency). The rest of its business, however, may be more durable. First-quarter software revenue rose 11% to $7.1 billion, and infrastructure jumped 15% on a strong mainframe cycle. Total revenue climbed 9% to $15.9 billion.

Today's Change

(

4.86

%) $

12.27

Current Price

$

264.49

CEO Arvind Krishna, like Accenture's, has called AI a tailwind for the business. But Krishna arguably has more substance behind his claim.

That recurring software and hardware base is why IBM commands a higher valuation of about 22 times earnings, while the pure-services names trade in the single-digit to low-double-digit range.

IBM investors are paying up for revenue they believe AI can't easily strip away.

What's next? So was the sell-off overdone?

In places, probably. Cognizant's rising bookings and Accenture's 104 client bookings of $100 million or more this fiscal year, up 13%, don't describe businesses caving to AI. And at single-digit and low-double-digit earnings multiples, a lot of pessimism is already baked in.

But the overhang won't lift soon. The fear that AI hollows out demand for consulting and engineering could weigh on these stocks for years, and they could rerate lower still if investors decide their advantages are eroding.

Ultimately, AI may be both a tailwind and a disruptor simultaneously. Perhaps over the next few quarters, we'll get more visibility into whether or not the tailwind is the stronger force.