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Green Thumb has surged 17.5% in three months as regulatory progress, Q1 growth and buybacks lift sentiment, but competition and pricing pressure persist.

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HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (the “Company” or “OSI Systems”) (NASDAQ: OSIS) today announced that its Security division received an order for approximately $50 million from a North American customer to provide ongoing maintenance service for its installed base of Rapiscan® inspection systems that are utilized for screening baggage, cargo and vehicles. As part of the award, the Company is also expected to provide continued support for its CertScan® Platform.

OSI Systems’ President and CEO, Ajay Mehra, commented, "We are pleased to extend our long-standing support for this customer’s security operations. Our focus remains on delivering dependable service while enhancing performance and visibility across the installed base through CertScan."

About OSI Systems

OSI Systems designs and manufactures specialized electronic systems and components for critical applications. The Company operates through three business segments: Security, Optoelectronics and Manufacturing, and Healthcare. Its Security division delivers advanced inspection systems, turnkey screening solutions, and comprehensive support services to protect people and infrastructure. The Optoelectronics and Manufacturing segment serves as a global supplier of high-performance optoelectronic solutions and precision manufacturing services for leading OEMs. The Healthcare segment focuses on patient monitoring, diagnostic cardiology, and related services with the goal of enhancing clinical care and patient outcomes. Serving customers in over 170 countries, OSI Systems strategically positions its sales, service, R&D, and manufacturing capabilities worldwide to provide fast and efficient delivery and support. For more information on OSI Systems or any of its subsidiary companies, visit www.osi-systems.com. News Filter: OSIS-G

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements relate to OSI Systems’ current expectations, beliefs, and projections concerning matters that are not historical facts. Forward-looking statements are not guarantees of future performance and involve uncertainties, risks, assumptions, and contingencies, many of which are outside OSI Systems’ control and which may cause actual results to differ materially from those described in or implied by any forward-looking statements. Undue reliance should not be placed on forward-looking statements, which are based on currently available information and speak only as of the date on which they are made. OSI Systems assumes no obligation to update any forward-looking statement made in this press release that becomes untrue because of subsequent events, new information, or otherwise, except to the extent it is required to do so in connection with its ongoing requirements under Federal securities laws. For a further discussion of factors that could cause OSI Systems’ future results to differ materially from any forward-looking statements, see the section entitled "Risk Factors" in OSI Systems’ most recently filed Annual Report on Form 10-K and other risks described therein and in documents subsequently filed by OSI Systems from time to time with the Securities and Exchange Commission.

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Key Takeaways Tetra Tech secured positions across all nine lots in Scotland Excel's four-year consultancy framework.TTEK will support councils with drainage, flooding, coastal, maritime and transportation projects.The award extends Tetra Tech's relationship with Scotland Excel, which began in 2013. Tetra Tech, Inc. (TTEK - Free Report) recently secured a framework from a Scotland-based company, Scotland Excel, to provide services for infrastructure and environmental projects across Scotland. Scotland Excel serves as the procurement organization for local governments across the country.

Under the four-year, multiple-award Engineering and Technical Consultancy Framework, TTEK secured positions across all nine service lots. The company’s engineers and technical specialists will provide consulting and engineering services to local councils across the country. This includes project planning, delivery and management services.

It also covers drainage and flooding, coastal and maritime projects, transportation and master planning. These services will help local councils develop and manage critical infrastructure projects more effectively.

Tetra Tech has been providing engineering design services to Scotland Excel since 2013 and supported various initiatives across the region. The latest deal further strengthens the long-standing relationship between the two organizations.

Lately, Tetra Tech has received a series of deals that are likely to drive its growth. In June 2026, TTEK secured a contract from Chelan County Public Utility District (“PUD”) for the Hydropower Dam Spillway Modernization Project at the Rock Island and Rocky Reach hydroelectric dams in Washington. The company will serve as the lead design engineer as part of a team that includes Kuney Construction and J.F. Brennan.

In April 2026, Tetra Tech secured a multi-year engineering and consulting contract from Waterschap Aa en Maas to support the expansion of wastewater treatment facilities and modernization of water infrastructure across the southern Netherlands.

The company will provide wastewater treatment design, water resource management, flood defense, and environmental engineering solutions to help improve clean water availability and protect against flooding for approximately 780,000 residents and 17,000 businesses across 20 municipalities.

TTEK’s Zacks Rank and Price PerformanceTetra Tech is benefiting from its diversified business model, strong demand across client sectors and a robust backlog, supporting revenue growth and prompting the company to raise its fiscal 2026 revenue outlook.

TTEK currently carries a Zacks Rank #3 (Hold). Shares of the company have lost 7.8% in the past three months compared to the industry’s 22.6% growth.

Image Source: Zacks Investment Research

Rising costs could weigh on TTEK’s profitability in the coming quarters. The company’s international presence exposes it to currency swings and economic challenges in global markets.

Stocks to ConsiderSome better-ranked companies are discussed below:

Comfort Systems USA, Inc. (FIX - Free Report) currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

FIX delivered a trailing four-quarter average earnings surprise of 39.29%. In the past 60 days, the Zacks Consensus Estimate for Comfort Systems' 2026 earnings has increased 0.80%.

Everus Construction Group, Inc. (ECG - Free Report) presently carries a Zacks Rank of 1. The company delivered a trailing four-quarter average earnings surprise of 61.97%.

In the past 60 days, the consensus estimate for ECG’s 2026 earnings has increased 6.30%.

Knife River Corporation (KNF - Free Report) presently carries a Zacks Rank #2 (Buy). The company delivered a trailing four-quarter average earnings surprise of 2.74%.

In the past 60 days, the consensus estimate for KNF’s 2026 earnings has increased 3.43%.

FIFA World Cup: Fraud Attempts Surged More Than Threefold at Past World Cups, ACI Worldwide Finds As the 2026 FIFA World Cup gets underway, new analysis from ACI Worldwide (NASDAQ: ACIW), an original innovator in global payments technology, shows that the fraud patterns seen around previous major tournaments are already in play, exposing fans and ticket sellers to heightened risks.

Based on 24.5 million transactions across 61 live-event merchants serving global fan audiences, ACI’s data reveals the same warning signs that preceded fraud surges during Copa America 2024 and the 2022 World Cup have re-emerged, with fraud pressure expected to remain high through the opening stages of the tournament across the United States, Canada and Mexico.

ACI monitors billions of transactions globally across issuers, acquirers and merchants and can identify coordinated fraud activity early, distinguishing genuine fan demand from criminal behavior and identifying warning signals before they become visible to individual merchants or banks.

What the data shows during major tournaments

Fraud builds before and continues after kick-off: In the build-up to Copa America 2024, card-not-present attempted fraud reached 4% of transaction value, averaging 3.6 times the 2023 baseline. The fraud window opened weeks before the first match and extended well beyond the final whistle. Alternative payment methods (APMs) are significantly safer: APMs recorded a 0.57% attempted fraud rate, compared with 3.97% for traditional cards, a sevenfold difference. APM adoption has climbed from 7% of transactions in 2022 to 24.8% year-to-date in 2026. Fraudsters target high-value purchases: During the pre-tournament build, fraudulent orders averaged $405, 1.5 times the $270 legitimate average, and average transaction value rose 1.2%, suggesting average fraudulent transaction values could again approach $400 during the 2026 World Cup. The pattern raises the risk of false declines for genuine fans buying higher-value tickets. Domestic cards carry higher risk: During the pre-tournament build, domestic cards recorded a 3.2% attempted fraud rate, compared with 1.4% for cross-border cards, reflecting fraudsters’ preference for locally issued credentials. International card traffic is an early warning sign: Cross-border card share rose from an average of 7.53% of total spending to 11.47% in the run-up to the Copa America 2024. In May 2026 it already stood at 10.83%, above the annual average of 7.16%. Fraud is on the rise, and fans are directly in the firing line

Cybersecurity firms and law enforcement have warned that fraudsters are using automation and artificial intelligence to scale World Cup-related scams. Silent Push, a U.S.-based threat intelligence firm that tracks online fraud networks, has identified more than 300 pixel-perfect replica ticketing websites. Check Point Research, the research arm of cybersecurity company Check Point Software, recorded 9,741 fraudulent World Cup-related domains registered in April 2026 alone, nearly four times the peak seen around the 2022 tournament. Separately, cybersecurity company Fortinet counted more than 13,000 tournament-themed domains registered between January and May 2026.

In a public service announcement issued May 27, 2026, the FBI warned fans to navigate directly to fifa.com rather than clicking on search results or sponsored ads. The agency said reported losses range from hundreds to thousands of dollars per incident, driven by fake ticketing, hospitality and VIP offers. In Canada, the Royal Canadian Mounted Police and the Canadian Anti-Fraud Centre issued a warning in March 2026 about fraudulent ticket portals and merchandise scams targeting matches hosted in the country.

In Mexico, one of the three host nations, the federal consumer protection agency Profeco has launched an anti-fraud campaign and taken legal action against resale platforms. Meanwhile, civic organization Consejo Ciudadano para la Seguridad y Justicia estimates ticket scam losses of roughly 1,000 to 100,000 pesos (about $55 to $5,500) per victim. A 2025 Mastercard study found that nearly 80% of Mexican consumers experienced scam attempts in the prior year.

“The clearest warning sign isn’t match day itself. It’s the days and weeks before kick-off, when attempted fraud rises, cross-border card activity increases and fans start hunting for tickets, often under pressure,” said Jackie Barwell, director of fraud product management at ACI Worldwide. “Because we see these patterns across our global network, we can tell the difference between genuine fan demand, risky behavior driven by urgency, and outright fraud, helping merchants approve legitimate purchases while reducing the impact of scams as the tournament unfolds.”

What fans can do to stay safe

Stick to official sources: Buy tickets only from official sellers or authorized resale platforms. If it’s not listed on a trusted site, think twice. Go direct: Type known web addresses into your browser yourself, avoid clicking on ads, sponsored links or social media posts. If it sounds too good to be true, it probably is: Be cautious of prices below face value or claims of “guaranteed” access to sold-out matches. Choose safer ways to pay: Use payment methods that offer dispute or chargeback protection, especially for high-value purchases. Be wary of unsolicited offers: Treat unexpected emails, messages or calls offering tickets, hospitality or VIP packages with caution, especially if they pressure you to act fast. About ACI Worldwide

ACI Worldwide, an original innovator in global payments technology, delivers transformative software solutions that power intelligent payments orchestration in real time so banks, billers and merchants can drive growth, while continuously modernizing their payment infrastructures, simply and securely. With nearly 50 years of trusted payments expertise, we combine our global footprint with a local presence to offer enhanced payment experiences to stay ahead of constantly changing payment challenges and opportunities.

Copyright ACI Worldwide, Inc. 2026

ACI, ACI Worldwide, ACI Payments, Inc., ACI Pay, Speedpay and all ACI product/solution names are trademarks or registered trademarks of ACI Worldwide, Inc., or one of its subsidiaries, in the United States, other countries or both. Other parties’ trademarks referenced are the property of their respective owners.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260617940322/en/

A strong stock as of late has been Hanover Insurance Group (THG - Free Report) . Shares have been marching higher, with the stock up 2.8% over the past month. The stock hit a new 52-week high of $201.45 in the previous session. Hanover Insurance has gained 9% since the start of the year compared to the 4.3% move for the Zacks Finance sector and the -1.1% return for the Zacks Insurance - Property and Casualty industry.

What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on April 29, 2026, Hanover Insurance reported EPS of $5.25 versus consensus estimate of $4.14.

For the current fiscal year, Hanover Insurance is expected to post earnings of $18.36 per share on $6.95 in revenues. This represents a -3.82% change in EPS on a 4.71% change in revenues. For the next fiscal year, the company is expected to earn $18.31 per share on $7.29 in revenues. This represents a year-over-year change of -0.32% and 4.76%, respectively.

Valuation MetricsHanover Insurance may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.

On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). The individual style scores for Value, Growth, Momentum and the combined VGM Score run from A through F. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style.

Hanover Insurance has a Value Score of A. The stock's Growth and Momentum Scores are B and D, respectively, giving the company a VGM Score of A.

In terms of its value breakdown, the stock currently trades at 10.9X current fiscal year EPS estimates, which is not in-line with the peer industry average of 11X. On a trailing cash flow basis, the stock currently trades at 10.2X versus its peer group's average of 10.2X. This is good enough to put the company in the top echelon of all stocks we cover from a value perspective, making Hanover Insurance an interesting choice for value investors.

Zacks RankWe also need to consider the stock's Zacks Rank, as this supersedes any trend on the style score front. Fortunately, Hanover Insurance currently has a Zacks Rank of #2 (Buy) thanks to favorable earnings estimate revisions from covering analysts.

Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Hanover Insurance fits the bill. Thus, it seems as though Hanover Insurance shares could have potential in the weeks and months to come.

How Does THG Stack Up to the Competition?Shares of THG have been soaring, and the company still appears to be a decent choice, but what about the rest of the industry? One industry peer that looks good is Mercury General Corporation (MCY - Free Report) . MCY has a Zacks Rank of #1 (Strong Buy) and a Value Score of A, a Growth Score of A, and a Momentum Score of B.

Earnings were strong last quarter. Mercury General Corporation beat our consensus estimate by 62.79%, and for the current fiscal year, MCY is expected to post earnings of $11.38 per share on revenue of $6.38 billion.

Shares of Mercury General Corporation have gained 1.2% over the past month, and currently trade at a forward P/E of 9.02X and a P/CF of 11.09X.

The Insurance - Property and Casualty industry is in the top 35% of all the industries we have in our universe, so it looks like there are some nice tailwinds for THG and MCY, even beyond their own solid fundamental situation.

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of AECOM ("AECOM" or the "Company") (NYSE: ACM).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether AECOM and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On May 11, 2026, AECOM announced its second quarter fiscal 2026 results, including, in relevant part, that quarterly operating cash flow was $4 million, down 98% year over year, and adjusted free cash flow which swung to negative $27 million.  In the accompanying earnings call, the Company's Chief Financial Officer, Gaurav Kapoor, revealed that "longer-than-anticipated claim resolution on certain projects" among other things, impacted the quarter.  Kapoor further stated these were "projects we bid in fiscal year 2019 and 2020, two projects" for two clients, and that "individual claims for these two clients have gone through the resolution process.  And we've been successful on each one of them.  But it's just been very slow and dragged out on the resolution process.  That is what has surprised us as to how long the process has taken."  Then, on May 12, 2026, AECOM filed its quarterly report on Form 10-Q, which showed that significant claims recorded in contract assets and other non-current assets were approximately $680 million as of March 31, 2026, compared with approximately $400 million as of September 30, 2025. 

Following these disclosures, AECOM's stock price fell $9.55 per share, or 12%, to close at $69.95 per share on May 12, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.  

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

GitLab Inc. (GTLB - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements.

Therefore, the Zacks rating upgrade for Gitlab basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Gitlab imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for GitlabThis company is expected to earn $0.81 per share for the fiscal year ending January 2027, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Gitlab. Over the past three months, the Zacks Consensus Estimate for the company has increased 35.9%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Gitlab to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Are you looking for a fast-moving software challenger or a mature cloud titan? Deciding between GitLab (GTLB +0.34%) and Oracle (ORCL +0.41%) requires weighing rapid expansion against established profitability and heavy infrastructure investment.

GitLab focuses on streamlining the software development lifecycle through a single application, while Oracle provides the massive cloud and database backends that power global enterprises. These companies represent two different ways to invest in the digital transformation currently reshaping every major industry.

The case for GitLabGitLab provides an intelligent orchestration platform for DevSecOps that helps organizations build, test, and secure software in one place. This unified approach is popular among tech stocks because it eliminates the need for teams to manage dozens of disconnected tools. More than 50% of the Fortune 100 companies use GitLab, leveraging its direct sales and partner network to scale their software development.

The company continues to see strong demand for its orchestration services. In FY 2026, revenue reached approximately $955.2 million, which represents a growth rate of roughly 25.8% compared to the previous year. While the business is growing quickly, it reported a net loss of approximately $56 million for the period as it continues to invest heavily to capture market share.

GitLab maintains a strong balance sheet to support its expansion. As of its January 2026 balance sheet, the debt-to-equity ratio, which compares total debt to shareholders’ equity, was approximately zero. The current ratio, a measure of a company’s ability to pay its short-term obligations with its current assets, was roughly 2.5x. Free cash flow, or cash remaining after capital asset expenditures, was about $222 million. Note that stock-based compensation represented roughly 92.3% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back.

The case for OracleOracle is a staple of the enterprise world, providing the cloud and database infrastructure that keeps governments and large corporations running. The company has shifted its focus heavily toward cloud services and artificial intelligence infrastructure. Recent wins include major federal contracts with the U.S. Air Force and the Centers for Disease Control and Prevention, underscoring its role as a critical service provider.

Financial performance in FY 2026 remained robust for this legacy leader. Revenue reached nearly $67.4 billion, reflecting a growth rate of approximately 17.4% over the prior year. Oracle also maintained high profitability, reporting net income of roughly $17.1 billion, which resulted in a net margin of approximately 25.4%.

Oracle operates with a much different financial structure than its smaller competitors. As of its May 2026 balance sheet, the debt-to-equity ratio was approximately 3.6x. The current ratio was nearly 1.1x, suggesting a narrower margin for meeting short-term liabilities. Free cash flow for the year was negative $23.7 billion, indicating the company is spending significantly more on cloud infrastructure and capital assets than it generates from its operations.

Risk profile comparisonGitLab faces risks associated with its history of net losses and the difficulty of forecasting revenue under a usage-based billing model. The company also faces intense competition from established providers such as Microsoft (MSFT +0.19%) and Atlassian (TEAM 1.98%), which have significant resources to challenge GitLab in the software development market. Furthermore, recent shareholder litigation and cybersecurity threats related to AI-integrated workflows could divert management attention and lead to unexpected legal costs.

Oracle is currently navigating several securities fraud class action lawsuits alleging it misled investors about the risks and returns of its aggressive AI spending. The company is also highly dependent on its ability to secure data center capacity and critical hardware components from third-party suppliers. Geopolitical instability in regions like China and Taiwan could disrupt these supply chains, while new international tax laws and data privacy litigation create additional layers of financial uncertainty.

Valuation comparisonGitLab currently trades at a higher premium relative to its future earnings estimates, while Oracle offers a higher sales multiple despite its established profitability.

MetricGitLabOracleSector BenchmarkForward P/E32.7x23.3x37.6xP/S ratio4.7x8.0xn/aSector benchmark uses the SPDR XLK sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

GitLab has been successfully growing its revenue and expanding its portfolio of AI-powered development tools. However, in recent years, investors have been cautious with software-as-a-service companies due to concerns about growth expectations. The company generates positive free cash flow but remains unprofitable, largely because it spends heavily on research and development to remain competitive in the agentic AI space.

Oracle was once known primarily for its database software but has transformed in recent years to become a leader in cloud computing and AI infrastructure. Thanks to the AI boom, demand for Oracle’s services has accelerated to the point that it has a huge backlog, which means even more revenue growth is in its future. Like GitLab, Oracle is spending heavily to expand its data centers. But it already has customers committed to using its expanding infrastructure, so management can better predict the potential returns on those investments.

Both stocks have compelling qualities. GitLab continues to expand and develop its offerings in agentic AI and remains attractive to developers looking to consolidate on its unified platform. But Oracle is heavily involved in the build-out of AI infrastructure and already has customers lined up as it expands. It appears to have the better combination of scale and profitability. For that reason, Oracle would be my choice in this comparison.

As digital payments continue to evolve, investors must choose between established infrastructure and high-growth disruptors. Mastercard (MA 0.48%) and Remitly Global (RELY +3.28%) represent two distinct ways to play the ongoing shift toward electronic money movement.

Mastercard operates a massive global toll-booth for credit and debit transactions, while Remitly focuses specifically on the digital remittance needs of the world's migrant populations. Comparing these two companies reveals the trade-offs between a highly profitable industry leader and an agile, expanding fintech challenger.

The case for MastercardMastercard operates as a global payments technology giant among financial stocks, processing transactions for financial institutions, merchants, and governments across more than 200 countries. The company recently expanded its ecosystem by integrating stablecoin settlements across eight different blockchains to modernize money movement. It also introduced specialized tools, such as Agent Pay for automated machine payments, and a new personalized advertising platform, Mastercard Commerce Media.

In FY 2025, the company reported revenue of nearly $32.8 billion, representing a growth rate of approximately 16.4%. This performance supported a net income of roughly $15.0 billion for the fiscal year. The company maintained a consistent net margin of approximately 45.6%, showing its ability to convert a high percentage of revenue into profit.

As of its December 2025 balance sheet, the company reported a debt-to-equity ratio of nearly 2.5x. This metric compares total debt to shareholder equity, suggesting the company uses moderate leverage in its capital structure. The current ratio, which measures the ability to cover short-term debts with short-term assets, sits at roughly 1.0x, while the company generated free cash flow of approximately $16.9 billion for the year.

The case for Remitly GlobalRemitly Global focuses on the international remittance market by providing a digital-first platform for migrants to send money to recipients in over 175 countries. The company manages more than 5,300 corridors with significant volume concentrated in India, Mexico, and the Philippines. To stay competitive, it recently integrated money transfer and rate comparison functionality directly into ChatGPT for users in several major markets.

During FY 2025, the business reached revenue of approximately $1.6 billion, which marked a significant increase of nearly 29.4% compared to the previous year. For the first time in recent years, the company achieved a positive net income of roughly $67.9 million. This resulted in a net margin of approximately 4.2%, a notable improvement from the net losses reported in both 2024 and 2023.

The December 2025 balance sheet shows a debt-to-equity ratio of roughly 0.3x, indicating low debt relative to shareholder equity. The current ratio of approximately 3.3x suggests the company has ample liquid assets to meet its upcoming obligations. Note that stock-based compensation accounted for roughly 47.7% of operating cash flow, thereby inflating reported cash generation, since SBC is a non-cash expense added back in the cash flow statement.

Risk profile comparisonThe company faces significant regulatory oversight, including potential caps on interchange fees and new data localization mandates. It also competes with large digital payment networks like Visa (V 0.95%) and emerging government-backed digital infrastructures. Cybersecurity remains a constant threat, and the industry continues to face scrutiny from U.S. regulators regarding its pricing structures and interchange fees.

The business depends on maintaining global money transfer licenses, which subjects it to complex anti-money laundering laws. It also relies on third-party disbursement partners, such as PayPal (PYPL +1.02%), to complete transactions, which creates risks if these partners experience service interruptions. Intense competition from established giants like Western Union (WU 0.70%) could impact market share while the company navigates ongoing class action lawsuit investigations.

Valuation comparisonRemitly Global carries a higher forward P/E, which compares the stock price to future earnings estimates. Conversely, Mastercard's P/S ratio, which measures price against total sales, is significantly higher.

MetricMastercardRemitly GlobalSector BenchmarkForward P/E25.5x31.8x17.2xP/S ratio13.5x2.6xn/aSector benchmark uses the SPDR XLF sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

While both companies operate in the digital payments space, their stocks appeal to different types of investors. One is a smaller company with the potential for faster growth, while the other has competitive advantages and a strong track record of profitability. Which one belongs in investors’ portfolios this year?

Mastercard is well established and well known, operating one of the world’s largest payment networks. It processes payments on credit or debit accounts, but does not serve as a lender itself. It avoids direct credit risk while collecting transaction fees, resulting in a highly profitable business. Its margins are strong, its cash flow is consistent, and it has a network effect that keeps it fairly safe from competition.

Remitly focuses primarily on cross-border payments, making it the service of choice for many immigrants and those living and working abroad. It has been gaining market share and growing revenue, and it achieved profitability for the first time in FY 2025. Remitly is a much smaller company than Mastercard, so its continued success could mean significant gains for shareholders.

Neither stock is necessarily a bad choice. Still, Mastercard appears to offer a better balance of growth, profitability, and stability. Its long operating history and durable competitive advantages make it my choice of the two.

KB Home (NYSE:KBH) will release earnings for its second quarter after the closing bell on Tuesday, June 23.

Analysts expect the company to report quarterly earnings of $1.59 per share, up from $1.49 per share in the year-ago period. The consensus estimate for KB Home's quarterly revenue is $45.49 billion. It reported $45.12 billion last year, according to Benzinga Pro.

On May 21, KB Home announced its expansion into Atlanta, a top five housing market.

Shares of KB Home rose 1.2% to close at $53.84 on Tuesday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period.

Considering buying KBH stock? Here’s what analysts think:

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Key Takeaways KB Home's Q2 revenues are expected to fall as home deliveries and average selling prices decline.KBH sees gross margin at 15-15.6%, with pricing pressure and higher land costs weighing.KBH's orders and backlog are expected to edge lower amid high mortgage rates and affordability concerns. KB Home (KBH - Free Report) is slated to report its second-quarter fiscal 2026 (ended May 31) results on June 23, after market close.

In the last reported quarter, its adjusted earnings per share (EPS) met the Zacks Consensus Estimate and decreased 65% year over year. Total revenues missed the Zacks Consensus Estimate by 2% and declined 22.6% year over year,

KBH’s earnings topped the consensus mark in three of the last four quarters and met on the remaining occasion, with an average surprise of 4.5%.

How Are KBH’s Estimates Placed?For the fiscal second quarter, the Zacks Consensus Estimate for adjusted EPS has remained unchanged at 44 cents over the past 30 days. The projected figure indicates a 70.7% decline from the year-ago quarter’s earnings of $1.50 per share.

The consensus estimate for total revenues is pegged at $1.09 billion, indicating a decline of 28.7% from the prior-year quarter’s level.

Factors Likely to Have Shaped KB Home’s Q2 PerformanceRevenuesIn the fiscal second quarter, KB Home’s top line is expected to have tumbled year over year due to a decline in home deliveries and average selling price (“ASP”) of deliveries. Affordability concerns, elevated mortgage rates, cautious consumer sentiment and recent geopolitical uncertainty are likely to have continued weighing on housing demand. Due to the ongoing market pressures, the company expects housing revenues in the fiscal second quarter to range within $1.05-$1.15 billion, down from $1.52 billion reported a year ago. KBH expects home deliveries between 2,250 and 2,450 during the quarter, indicating a decline from 3,120 units delivered in the year-ago quarter.

Our Zacks model predicts housing revenues to be down year over year by 29.2% to $1.08 billion, with ASP on home deliveries being down 6.9% to $454,900. We expect home deliveries to be down 23.9% year over year to 2,374 homes.

Although demand conditions remain challenging, KB Home’s Built-to-Order strategy, improving build times, expanding community count and disciplined community-opening activity are likely to have supported sales activity and revenue visibility. The company’s focus on personalized home offerings and a growing mix of built-to-order sales is also expected to have provided some cushion against broader market weakness.

MarginsAlthough KB Home continues to focus on cost controls, lower build times and direct cost reductions, pricing pressure is likely to have remained the primary drag on profitability in the fiscal second quarter. Higher relative land costs, an unfavorable regional mix and reduced operating leverage from lower delivery volumes are also expected to have weighed on margins. KB Home expects adjusted housing gross margin in the range of 15-15.6%, significantly down from 19.7% reported in the year-ago quarter.

Our model projects adjusted housing gross margin and homebuilding adjusted operating margin to be 15.4% and 2.6%, respectively, indicating year-over-year declines of 430 basis points (bps) and 640 bps.

KBH expects selling, general & administrative expenses, as a percentage of housing revenues, to be between 12.4% and 13%, up from the year-ago figure of 10.7%. Our model expects the metric to be up year over year by 200 bps to 12.7% in the fiscal second quarter.

Orders & BacklogPersistently high mortgage rates, affordability constraints and cautious consumer sentiment are likely to have continued weighing on order activity in the fiscal second quarter. Recent market uncertainty and softer sales trends observed toward the end of the fiscal first quarter might have also limited buyer urgency and delayed purchasing decisions.

Keeping these factors in mind, we expect new orders to decrease 0.3% to 3,449 units on a year-over-year basis. However, the backlog is expected to be 4,679 units, implying a 2% fall from 4,776 units reported in the prior year.

What Our Model Indicates for KBHOur proven model does not predict an earnings beat for KB Home this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, this is not the case this time around.

KBH’s Earnings ESP: The company has an Earnings ESP of 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

KBH’s Zacks Rank: The stock currently has a Zacks Rank #4 (Sell).

Stocks With the Favorable CombinationHere are some companies in the Zacks Construction sector that, per our model, have the right combination of elements to post an earnings beat in the respective quarters to be reported.

EMCOR Group, Inc. (EME - Free Report) has an Earnings ESP of +0.38% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

EMCOR’s earnings beat estimates in three of the last four quarters and missed on the remaining occasion, the average surprise being 10.4%. The company’s earnings for the second quarter of 2026 are expected to rise 7.7%.

Comfort Systems USA, Inc. (FIX - Free Report) currently has an Earnings ESP of +3.20% and a Zacks Rank of 1.

The company’s earnings beat estimates in each of the last four quarters, the average surprise being 39.3%. Comfort Systems’ earnings for the second quarter of 2026 are expected to grow 59%.

Quanta Services, Inc. (PWR - Free Report) currently has an Earnings ESP of +1.66% and a Zacks Rank of 1.

The company’s earnings have topped in each of the trailing four quarters, the average surprise being 10.3%. Quanta’s earnings for the second quarter of 2026 are expected to grow 31.9%.

Key Takeaways MP Materials is favored for production growth, vertical integration and U.S. rare earth leadership.MP Materials posted record NdPr output and a 49% year-over-year revenue increase in Q1 2026.Energy Fuels grew uranium revenues and REE capacity plans but still projects a 2026 loss. MP Materials (MP - Free Report) and Energy Fuels Inc. (UUUU - Free Report) are key U.S. players in the critical minerals supply chain, with significant exposure to rare earth elements (REE) and strong ties to U.S. efforts to secure domestic mineral production. While MP Materials focuses primarily on rare earth mining and magnet production, Energy Fuels combines uranium production with an expanding rare earths business.

REEs being critical inputs across many existing and emerging clean-tech applications, their demand is expected to increase manifold. For investors seeking to capitalize on this growth, the question is which stock they should put their bets on. To make an informed decision, let us analyze their fundamentals, growth potential and key challenges for MP and UUUU.

The Case for MP MaterialsMP Materials operates the Mountain Pass mine and processing facility, producing refined rare-earth products, concentrates and related materials. It also owns the Independence facility in Fort Worth, TX, where it manufactures magnetic precursor products and began producing neodymium-iron-boron (NdFeB) permanent magnets in December 2025.

The company made significant strategic progress in 2025, including a long-term agreement to supply U.S.-made recycled rare-earth magnets to Apple and a public-private partnership with the U.S. Department of War (DoW) aimed at accelerating a domestic magnet supply chain. 
Backed by government incentives, the company is constructing the second domestic magnet manufacturing facility (the 10X Facility) in Northlake, TX, which will lift its total U.S. magnet capacity to 10,000 metric tons. MP is also expanding operations at Independence and scaled heavy rare earth separation commissioning activities are set to begin soon at Mountain Pass. 

Operationally, MP continues to scale production and downstream manufacturing capabilities. In first-quarter 2026, the company produced a record 917 metric tons of NdPr, up 63% year over year, driven by higher separated-product output. Rare-earth oxide concentrate production also reached a quarterly record of 12,983 metric tons, up 6% year over year due to improved recoveries and operational efficiencies.

Total company revenues rose 49% year over year to $90.6 million in the quarter, supported by stronger performance in both the Materials and Magnetics segments. MP also recognized $42.3 million in income related to its price protection agreement with the DoW.

However, profitability remains under pressure as the company transitions toward higher-value separated rare-earth products and magnetic materials. Cost of sales increased 52% in the quarter, while SG&A expenses rose 39%. Start-up costs surged more than 500% due to magnet production and chlor-alkali facility ramp-ups, while advanced project and development expenses climbed 302%. 

MP Materials reported an operating loss of $24 million in the first quarter of 2026 compared with the year-ago loss of $34.8 million. The company reported adjusted earnings of three cents per share against the year-ago quarter’s loss of 12 cents. Looking ahead, the company expects additional cost pressures as production scales. Start-up costs are also likely to increase further in the coming quarters.

The Case for Energy FuelsEnergy Fuels has produced nearly two-thirds of all uranium in the United States since 2017 and continues to scale uranium production as well as develop REE capabilities, backed by its debt-free balance sheet. 

During the first quarter of 2026, Energy Fuels mined ore containing approximately 425,000 pounds of uranium. First-quarter 2026 revenues surged 112% year over year to $35.8 million, primarily driven by uranium sales. During the quarter, UUUU sold 510,000 pounds of uranium at an average realized price of $70.04 per pound.

Costs applicable to revenues rose 18.5% due to higher uranium sales volumes and elevated production costs. Exploration, development and processing expenses climbed 24% year over year because of increased activity at the White Mesa Mill and the Bahia Project. Standby costs jumped 79% as the company advanced permitting and development work at the Roca Honda Project. Selling, general and administrative expenses increased 8% due to higher headcount and compensation costs.

The increase in operating costs was somewhat offset by higher uranium revenues and an increase in other income, resulting in a loss of four cents per share in the quarter, narrower than the year-ago loss of 13 cents per share.

UUUU expects to mine 2-2.5 million pounds of uranium in 2026, and process between 1.5 million and 2.5 million pounds of finished uranium. It also plans to sell 1.5-2 million pounds of uranium under existing contracts and spot market sales. The company recently announced that it expects finished uranium production at the White Mesa Mill to reach approximately 1.6 million pounds by June 30, 2026, higher than the lower end of its full-year production expectations. 

The company commenced processing low-cost Pinyon Plain mine ores in the fourth quarter of 2025. This is expected to result in costs of goods sold declining to the $30-$40 per pound range during the remainder of 2026 and boost its margins.

The company has six uranium supply contracts with U.S. nuclear utilities covering deliveries from 2027 to 2032, with potential total deliveries ranging from 2.59 million to 4.41 million pounds, depending on customer options. 

Energy Fuels continues to advance a deep pipeline of uranium projects. The Whirlwind mine and Nichols Ranch ISR project alone could add up to 500,000 pounds of annual uranium production within a year of a development decision. Other major projects, including Roca Honda, Bullfrog and Sheep Mountain, collectively contain nearly 70 million pounds of uranium resources.

Beyond uranium, the company continues to advance its rare earth strategy. During the first quarter, Energy Fuels announced successful pilot-scale production of high-purity terbium oxide at the White Mesa Mill, marking the first U.S. primary production of this critical heavy rare earth element in decades. Its proposed acquisition of Australian Strategic Materials is expected to strengthen its position as a fully integrated rare earth “mine-to-metal and alloy” producer outside China. UUUU outlined plans for two expansion phases at the White Mesa Mill that will boost total NdPr production capacity from the current level of 1,000 tons per annum (tpa) to approximately 6,229 tpa, in addition to roughly 80 tpa of terbium and 288 tpa of dysprosium.

How do Estimates Compare for MP & UUUU?The Zacks Consensus Estimate for MP Materials’ 2026 earnings is pegged at 16 cents per share, indicating a solid improvement from the loss of 24 cents in 2025. The estimate for 2027 is $1.06 per share, indicating a 562.5% year-over-year improvement.

The Zacks Consensus Estimate for Energy Fuels’ 2026 earnings is pegged at a loss of 14 cents, narrower than the loss of 38 cents reported in 2025. The Zacks Consensus Estimate for UUUU’s earnings for 2027 is six cents per share.

Image Source: Zacks Investment Research

The earnings estimates for MP Materials for both 2026 and 2027 have moved down over the past 60 days. The estimates for Energy Fuels for 2026 and 2027 have also been revised downward. This is shown in the chart below. 

Image Source: Zacks Investment Research

MP & UUUU: Price Performance & ValuationMP Materials stock has gained 12.9% year-to-date compared with Energy Fuels’ 5.5% rise.

Image Source: Zacks Investment Research

MP Materials is trading at a forward 12-month price-to-sales ratio of 16.73X. Energy Fuels is currently trading higher at a forward 12-month price-to-sales ratio of 21.17X. 

Image Source: Zacks Investment Research

Energy Fuels or MP Materials: Which Stock is the Better Pick?MP Materials continues to post robust production growth as it executes on its vertical integration strategy. As the only fully integrated rare earth producer in the United States, the company is well-positioned to benefit from strategic partnerships and government support, strengthening its long-term growth prospects.

Energy Fuels, meanwhile, provides investors with diversified exposure to both the uranium and rare earth markets, two sectors poised for significant growth. However, the company's projected losses for the current year, coupled with downward earnings estimate revisions and a richer valuation, make the stock less attractive at this time.

MP Materials currently holds a Zacks Rank #3 (Hold), while Energy Fuels carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

In recent years, trade tensions have revealed the U.S.'s heavy reliance on China for rare-earth elements and other critical materials used in advanced magnets, which are central to much of today's technology. The United States is taking drastic action to rebuild its supply chain for critical minerals, including taking an ownership stake in U.S.-based MP Materials (MP +0.07%).

MP Materials' stock surged last year in response to its deal with the U.S., which included price floors and long-term purchase commitments for its domestically produced magnets. However, the stock has since fallen 42% from its 52-week high price. Here's why investors may want to consider buying the dip in this rare-earth mining stock.

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MP Materials' earnings turned positive in the first quarter When the U.S. began to rebuild its critical-mineral mining and processing supply chain, MP Materials emerged as a key player in achieving this goal. That's because the company operates North America's only large-scale rare-earth mining and processing site located in Mountain Pass, California.

At Mountain Pass, MP Materials operates an integrated upstream and midstream rare-earth processing facility where it transforms raw baronite ore into highly purified rare-earth oxides. From here, the company sends these materials to its magnetics facility in Texas, where it ships dry, high-purity Neodymium-Praseodymium (NdPr) oxide along with other separated heavy rare-earth, which are then transformed into sintered magnets used by commercial customers.

Last year, the company entered into a historic public-private partnership with the U.S. Department of Defense (DoD). The deal provides a 10-year, 100% magnet offtake commitment and a 10-year price floor mechanism guaranteeing $110 per kilogram for all neodymium-praseodymium (NdPr) products, which aim to insulate MP's business from aggressive foreign pricing strategies that have historically driven domestic producers out of business through artificial price suppression.

Image source: Getty Images.

The company saw a positive inflection in its business as illustrated by its solid first-quarter results. During the period, the company achieved a record NdPr production of 917 metric tons, representing a 63% year-over-year increase. Sales increased 49% to $90.6 million, while income from its price protection agreement rose $42.3 million. As a result, its adjusted EBITDA for the period was $36.6 million, a drastic improvement from last year's $2.7 billion loss.

MP Materials is scaling up its processing facility in California and boosting its magnet-making capabilities. To accomplish this, the company is developing a $1.25 billion "10X" magnet manufacturing campus in Texas, where it will aim to produce roughly 10,000 metric tons of NdFeB (neodymium-iron-boron) rare-earth magnets annually. Commissioning and production are slated to begin in 2028.

MP Materials is seeing a positive earnings inflection, and analysts project non-GAAP earnings per share of around $0.23 this year, then growing 371% to $1.10 per share in 2027 and another 53% in 2028.

As MP Materials scales up its mining, processing, and manufacturing capabilities, the company has emerged as a crucial player in rebuilding the U.S. critical minerals supply chain. When its 10X facility comes online, the company will be well-positioned to capture business across the defense, robotics, wind energy, and automotive sectors, making the stock a buy for investors looking to capitalize on this critical minerals transition and the reshoring of Western supply chains.

NEW YORK & LONDON--(BUSINESS WIRE)--Ares Management Corporation (NYSE: ARES) (“Ares”), a leading global alternative investment manager, announced today that Brent Canada has been appointed Head of Ares Infrastructure Debt. Mr. Canada joined Ares as a Partner in 2022 from Deutsche Bank, where he was a Managing Director and responsible for infrastructure financing coverage in the Americas. After leading the Infrastructure Debt team at Ares since its acquisition in 2022, Patrick Trears has decided.

NEW YORK, June 17, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Badger Meter, Inc. (“Badger Meter” or the “Company”) (NYSE: BMI) investors of the August 3, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company.

Should You Join The Badger Meter Class Action Lawsuit:

Do you, or did you, own shares of Badger Meter, Inc. (NYSE: BMI)?Did you sell your shares between April 18, 2024 and April 16, 2026, inclusive?Did you lose money in your investment in Badger Meter, Inc.? Investors are encouraged to act promptly and submit a form at Badger Meter, Inc. Shareholder Class Action Lawsuit or contact Jeffrey McEachern at (877) 779-1414 or [email protected].

If you wish to serve as lead plaintiff for the Class, you must file papers by August 3, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses.

About The Lawsuit:

A lawsuit was filed on behalf of investors (the “Class”) who purchased or acquired the common stock of Badger Meter between April 18, 2024 and April 16, 2026, inclusive, alleging violations of the Securities Exchange Act of 1934 against the Company and certain of its senior officers.

The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Badger Meter common stock traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.

About Bernstein Liebhard:

Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.

ATTORNEY ADVERTISING. © 2026 Bernstein Liebhard LLP. The law firm responsible for this advertisement is Bernstein Liebhard LLP, 10 East 40th Street, New York, New York 10016, (212) 779-1414. Prior results do not guarantee or predict a similar outcome with respect to any future matter.

Contact Information:

Jeffrey McEachern
Bernstein Liebhard LLP
https://www.bernlieb.com
(877) 779-1414
[email protected]

LOS ANGELES, June 17, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming August 3, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Badger Meter, Inc. (“Badger Meter” or the “Company”) (NYSE: BMI) common stock between April 18, 2024 and April 16, 2026, inclusive (the “Class Period”).

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

What Happened?
On July 22, 2025, Badger Meter released its second quarter 2025 financial results, reporting below-consensus earnings, revenue growth decline, and margin deterioration. The Company also expected that “absolute sales [would] decline sequentially in the third quarter of 2025.”

On this news, Badger Meter’s stock price fell $40.42, or 16.5%, to close at $204.80 per share on July 22, 2025, thereby injuring investors.

Then, on January 28, 2026, Badger Meter released its fourth quarter 2025 financial results, revealing missed revenue expectations and a “6% sequential decline in utility water sales” due to “previously communicated project pacing effects.”

On this news, Badger Meter’s stock price fell $18.09, or 11%, to close at $146.32 per share on January 28, 2026.

Then, on April 17, 2026, Badger Meter released its first quarter 2026 results, disclosing that total sales were “9% lower than the prior year,” “[u]tility water sales declined 10% year-over-year,” “[o]perating earnings of $35.2 million, with an operating margin of 17.4%, compared to operating earnings of $49.4 million and an operating margin of 22.2% in the prior year,” and “[d]iluted earnings per share (EPS) of $0.93, down from $1.30 in the first quarter of 2025.” The Company cited “project timing” and “softer short-cycle municipal customer ordering.”

On this news, Badger Meter’s stock price fell $36.75, or 24.1%, to close at $115.54 per share on April 17, 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) Badger Meter’s financial results during the Class Period were at least partially attributable to the Company’s practice of pulling-forward customer orders to recognize revenue early, which concealed weakening demand and deteriorating near-term order trends; (2) this practice also depleted revenue otherwise available for future periods, ultimately causing the disappointing financial results the Company later reported; and (3) 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 Badger Meter common stock during the Class Period, you may move the Court no later than August 3, 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.

PepsiCo, Inc. and Badger Meter, Inc. are high-quality dividend stocks trading below historical averages, offering compelling medium- to long-term upside. PEP faces near-term margin pressure from inflation but expects improved cash flow and growth from acquisitions like Poppi, with analysts targeting $200 by 2028. BMI's share price correction and debt-free balance sheet position it for growth via bolt-on acquisitions, with double-digit EPS growth expected from 2027 onward.

, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Badger Meter, Inc. ("Badger Meter" or the "Company") (NYSE: BMI). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.

The class action concerns whether Badger Meter and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.

You have until August 3, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Badger Meter securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.

[Click here for information about joining the class action]

On April 17, 2026, Badger Meter reported its first quarter 2026 financial results. Among other items, Badger Meter reported earnings per share of $0.93, missing consensus estimates by $0.26, and revenue of $202.03 million, missing consensus estimates by $28.58 million. Badger Meter disclosed that its utility water sales declined 10% year-over-year, reflecting project timing and softer short cycle municipal customer ordering.

On this news, Badger Meter's stock price fell $36.75 per share, or 24.13%, to close at $115.54 per share on April 17, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Badger Meter (BMI) To Contact Him Directly To Discuss Their Options

If you purchased or acquired Badger Meter common stock between April 18, 2024 and April 16, 2026 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Melissa Fortunato directly at (212) 355-4648.

Click here to participate in the action.

NEW YORK, June 18, 2026 (GLOBE NEWSWIRE) --

What’s Happening?

Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Badger Meter, Inc. (“Badger Meter” or the “Company”) (NYSE:BMI) in the United States District Court for the Southern District of New York on behalf of all persons and entities who purchased or otherwise acquired Badger Meter common stock between April 18, 2024 and April 16, 2026, both dates inclusive (the “Class Period”). Investors have until August 3, 2026 to apply to the Court to be appointed as lead plaintiff in the lawsuit.
What are the Allegation Details?

According to the complaint, during the class period, defendants told investors that Badger Meter’s strong financial results reflected “ongoing favorable industry trends,” “secular growth drivers,” and “solid operating execution.” They likewise touted “strong” demand and said they were seeing “robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth,” and that Badger Meter possessed a “long runway” for growth.
In truth, rather than reflecting durable, demand-driven growth, Badger Meter’s financial results were driven by the Company’s practice of pulling forward customer orders, which concealed weakening demand and deteriorating near-term order trends.
The truth was revealed to investors over the course of a series of disappointing quarterly financial reports between July 2025 and April 2026. In the last disclosure on April 17, 2026, Badger Meter reported disappointing 1Q 2026 financial results including that total sales were “9% lower than the prior year[],” “[u]tility water sales declined 10% year-over-year,” “[o]perating earnings of $35.2 million, with an operating margin of 17.4%, compared to operating earnings of $49.4 million and an operating margin of 22.2% in the prior year,” and “[d]iluted earnings per share (EPS) of $0.93, down from $1.30 in the first quarter of 2025.” On this news, the price of Badger Meter stock fell $36.75 per share, more than 24%, from $152.29 per share on April 16, 2026, to $115.54 per share on April 17, 2026.
What are my Next Steps?

If you purchased or otherwise acquired Badger Meter shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you.
About Bragar Eagel & Squire, P.C.:

Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities, derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com.  Attorney advertising.  Prior results do not guarantee similar outcomes.
Follow us for updates on LinkedIn and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn.

Contact Information:

Bragar Eagel & Squire, P.C.
Brandon Walker, Esq.
Melissa Fortunato, Esq.
(212) 355-4648
[email protected]
www.bespc.com

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

Shareholders who purchased shares of BMI 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/badger-meter-loss-submission-form/?id=188979&from=3

CLASS PERIOD: April 18, 2024 to April 16, 2026

ALLEGATIONS: According to the filed complaint, defendants made false statements concerning the drivers of Badger Meter’s “record” financial results, demand for the Company’s products, and its prospects for continued growth. During the class period, defendants told investors that Badger Meter’s strong financial results reflected “ongoing favorable industry trends,” “secular growth drivers,” and “solid operating execution.” They likewise touted “strong” demand and said they were seeing “robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth,” and that Badger Meter possessed a “long runway” for growth.

DEADLINE: August 3, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/badger-meter-loss-submission-form/?id=188979&from=3

NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of BMI 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 August 3, 2026. There is no cost or obligation to you to participate in this case.

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Key Takeaways MXL's infrastructure revenues rose 136% as optical data center platform ramp-up accelerated.MXL raised its 2026 optical data center revenue outlook to $150-$170 million on strong orders.QCOM automotive revenues rose 38%, but handset revenues fell 13% amid cautious OEM demand. The wireless connectivity chipset market is rising steadily due to the rapid integration of multi-protocol functionality into single-chip solutions, the increasing demand for edge-AI processing and the surge in automotive telematics design wins. According to the Mordor Intelligence projection, the market is expected to witness a CAGR of 7.72% through 2026-2031. Against this backdrop, MaxLinear (MXL - Free Report) and Qualcomm Inc. (QCOM - Free Report) remain two closely watched semiconductor stocks among investors. 

MaxLinear provides communications systems-on-chip (SoCs) used in broadband, mobile and wireline infrastructure, data center, and industrial and multi-market applications. Qualcomm, meanwhile, is known for its on-device artificial intelligence (AI), high-performance and low-power computing and advanced wireless connectivity, including integrated circuits and system software for Wi-Fi, Bluetooth and frequency modulation.

Let’s take a closer look at how the two companies stack up from an investment perspective.

The Case for MaxLinearMaxLinear’s first-quarter 2026 marked the start of a multi-year growth phase, led by accelerating momentum in optical data center connectivity. Infrastructure has emerged as the largest revenue category, growing 136% year over year in the quarter, driven by robust production ramp-up in optical data center-oriented platforms. Management raised its 2026 optical data center revenue outlook to the $150-$170 million range, following strong customer orders and rising visibility of the program ramp-up.

MaxLinear’s Keystone Pulse Amplitude Modulation 4 (“PAM4”) digital signal processor (DSP) optical transceiver platform is ramping up at multiple major hyperscale customers across both the United States and Asia, supporting 400G and 800G PAM4 deployments for scale-up and scale-out applications. According to the company, the ramp-up points to competitive advantage in performance, power efficiency and integration.

Simultaneously, customer engagement around the next-generation Rushmore 200G/lane PAM4 DSP family is speeding up faster than expected. Production ramp-ups are expected to begin late 2026, with revenues likely to keep increasing at a strong pace through 2027.

MaxLinear is also expanding its footprint within hyperscale data centers beyond PAM4-based optical and electrical interconnects. The company’s Panther hardware storage accelerator SoC family is also picking up momentum, with rising design win activity among Tier 1 network appliance and cloud service providers. Based on current engagement, MaxLinear expects storage accelerator revenues to at least double in 2026 compared to 2025.

Outside data centers, wireless infrastructure momentum is improving as carriers increase investments in 5G RAN access and backhaul to support cloud-connected and edge AI functions.

On the balance sheet front, MaxLinear exited the first quarter with roughly $89.9 million in cash, cash equivalents and restricted cash. For the second quarter, MaxLinear’s guidance calls for revenues between $160 million and $170 million, with all four of its business segments projected to contribute favorably.

The Case for QualcommFrom its handset-centric model, Qualcomm is now gradually expanding toward a broader connected processor portfolio. The company’s automotive growth is being driven by deeper penetration of its Snapdragon Digital Chassis and increasing advanced driver assistance system (ADAS) content per vehicle. The Veoneer Arriver assets continue to play a key role in the Snapdragon Ride stack, adding perception and drive policy software that supports an open platform approach for automakers. In the second quarter of fiscal 2026, automotive revenues rose 38% year over year, as new digital cockpit and ADAS launches transitioned to the company’s fourth-generation chipsets.

Qualcomm’s expanding ecosystem engagement, including work with partners to broaden production-ready ADAS options on Snapdragon Ride platforms, can support a larger share of the vehicle compute bill of materials as programs move from design win to volume shipments.

The company is also investing to extend its Oryon CPU and AI acceleration beyond smartphones into PCs and servers. Management said its 2026 Snapdragon X2 PC platforms are in production and positioned to enable always-on agentic experiences, supported by a Hexagon NPU delivering up to 85 TOPS. The Alphawave acquisition, completed in fiscal 2026 for $2.3 billion, adds high-speed wired connectivity IP and custom silicon capabilities intended to accelerate the company’s expansion into data centers.

The heightened demand for memory and AI data centers has created uncertainty around memory supply and pushed up costs for handset OEMs. As a result, the handset OEMs, particularly in China, have taken a more cautious approach by reducing build plans and drawing down channel inventory. Qualcomm’s second-quarter fiscal 2026 QCT (Qualcomm CDMA Technologies) handset revenues declined 13% year over year, with China QCT Android shipments staying meaningfully below end consumer demand.

On the balance sheet side, the company had $5.4 billion in cash and cash equivalents, $14.8 billion of long-term debt and $498 million of short-term debt as of March 29, 2026.

How Do Estimates Compare for MXL & QCOM?The Zacks Consensus Estimate for MaxLinear’s 2026 EPS currently stands at $1.33, implying a 329% jump over 2025. The estimate has been revised upward in the past 60 days.

Image Source: Zacks Investment Research

Meanwhile, the consensus mark for Qualcomm’s fiscal 2026 EPS implies a year-over-year decrease of 10.2% to $10.80. The estimate has moved downward in the past 60 days.

Image Source: Zacks Investment Research

MXL & QCOM: Price Performance and ValuationYear to date, MaxLinear shares have surged 382%, while Qualcomm has rallied 26.1%. 

Image Source: Zacks Investment Research

MaxLinear shares are trading at a forward, five-year Price/Sales (P/S) of 10.64X compared to the Zacks Semiconductor - Analog and Mixed industry average of 11.00X.

Image Source: Zacks Investment Research

Qualcomm trades at a five-year P/S of 5.23X compared to the Zacks Electronics – Semiconductors industry average of 9.90X.

Image Source: Zacks Investment Research

EndnoteMaxLinear continues to benefit from the robust optical data center momentum, while its Panther storage accelerator SoC family keeps on gaining design win traction with Tier 1 network appliance and cloud service providers. Management’s expectation for storage accelerator revenues to at least double in 2026 from the 2025 levels is also very promising.

On the other hand, Qualcomm’s pivot from a handset-centric model toward a broader connected processor portfolio offers a bright spot. The company’s solid traction in the automotive business also bodes well. However, handset demand is tied to uncertain memory supply and pricing, which is keeping chipset shipments below end demand.

Both MXL and QCOM trade at a discount to their respective industry averages. However, MaxLinear has clearly outperformed Qualcomm in terms of year-to-date share price gains. Analysts have also grown increasingly bullish on the stock, as seen by their rising earnings estimates. Given these factors, MXL appears to be the stronger investment choice right now. 

MXL carries a Zacks Rank #2 (Buy), while QCOM carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways CHWY looks cheaper after a 42.9% year-to-date drop and trades near its five-year sales multiple low.Autoship sales rose 10.5% to $2.83B, making up 84.4% of Chewy's first-quarter net sales.Chewy cut fiscal 2026 net sales guidance amid softer premiumization and product attachment rates. Chewy, Inc. (CHWY - Free Report) has become harder to frame after a sharp selloff and lower fiscal 2026 revenue outlook.

The question is whether the decline has created a better entry point or whether softer consumer behavior still argues for patience. Investors need to weigh valuation against recurring revenue strength, margin progress and execution risk.

Why CHWY Looks Cheaper on Sales MultiplesCHWY, which carries a Zacks Rank #4 (Sell), trades at 0.56X forward 12-month sales. That is well below the Zacks sub-industry at 1.99X, the Zacks sector at 1.50X and the S&P 500 at 5.17X. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The stock is also near the low end of its five-year sales multiple range. CHWY has traded as high as 4.01X, as low as 0.55X and at a median of 1.18X. That helps explain why some investors may see less downside from valuation compression after the stock’s 42.9% year-to-date decline and 54.6% slide over the past year.

Why Chewy Still Supports a Bullish CaseChewy’s bull case still starts with Autoship, which gives the business a recurring revenue base that many retailers lack. In the first quarter of fiscal 2026, Autoship customer sales rose 10.5% year over year to $2.83 billion and represented 84.4% of net sales.

Customer metrics remain supportive. Active customers increased 3.6% year over year to 21.5 million, while net sales per active customer reached $597. Pet health, SmartPak and Modern Animal add another layer by expanding Chewy beyond core online retail and into higher-engagement services.

Profitability also keeps the debate from turning one-sided. First-quarter adjusted EBITDA rose 31.3% to $253.1 million, and adjusted EBITDA margin expanded 130 basis points to 7.5%. Fiscal 2026 adjusted EBITDA margin guidance of 6.6-6.8% still implies about 100 basis points of expansion at the midpoint.

Image Source: Zacks Investment Research

Why CHWY Still Warrants Investor CautionThe risk is that valuation may not be enough if sales expectations keep moving lower. Chewy reduced its fiscal 2026 net sales outlook to $13.40-$13.55 billion from $13.6-$13.75 billion, even with expected acquisition contributions.

Management cited pressure on premiumization and product attachment rates among existing customers. That matters because net sales per active customer is a key growth driver, and a cautious consumer could keep discretionary categories under pressure.

Near-term margin cadence is less clean. Second-quarter gross margin is expected to contract modestly year over year due to difficult comparisons. Acquisition and integration costs, a modest margin drag from Modern Animal and $10-$15 million of expected fiscal 2026 net interest expense from the Term Loan B add to the caution.

What Could Change the Chewy Stock DebateThe most important signal would be stabilization in consumer spending. If premiumization and attachment rates improve, pressure on net sales per active customer could ease.

Customer additions are another checkpoint. Chewy, which competes with Petco Health and Wellness Company (WOOF - Free Report) and Central Garden & Pet Company (CENT - Free Report) , still expects net additions near the lower end of the prior 150,000-250,000 quarterly range, so stronger customer growth would help support confidence in share gains.

Execution in health is equally important. SmartPak is expected to contribute $80 million to fiscal 2026 net sales, while Modern Animal is expected to add $70 million. Investors should also watch whether artificial intelligence-driven efficiencies, expected to contribute low tens of millions of dollars in fiscal 2026, support cost savings.

How the Zacks View Frames CHWY TodayThe bottom line is that CHWY looks inexpensive on sales, but not risk-free. A 0.56X forward sales multiple is hard to ignore, yet the lower revenue view shows that cheaper valuation has not offset weaker demand signals.

The Zacks view is Neutral, indicating a balanced stance rather than a decisive buy signal after the selloff. That fits a stock with recurring revenue, improving margins and healthcare expansion, but also softer consumer trends and added execution costs.

For investors who lean on the Zacks Rank and Zacks Style Scores, the clearest signal here is the Neutral view. Style Scores complement the Zacks Rank across value, growth and momentum characteristics, but valuation alone has not yet overridden the company’s near-term demand concerns.

Key Takeaways Chewy stock fell 45% in three months, lagging peers, its industry and the broader market.Lower FY26 sales guidance and softer customer spending have pressured growth expectations.Autoship growth, pet healthcare expansion and AI initiatives support profitability and market share. Chewy Inc. (CHWY - Free Report) has experienced a steep decline over the past three months, with its shares tumbling 45.3%, underperforming the industry’s dip of 0.2%. The company also trailed the Retail - Wholesale sector’s 1.9% return and the S&P 500 index’s 11% rise.

CHWY’s Past 3 Months’ Performance

Image Source: Zacks Investment Research

Chewy’s stock has come under pressure as a softer consumer environment has weighed on discretionary spending and premium product purchases. Lower customer spending growth and a reduced fiscal 2026 sales outlook have raised concerns about near-term growth momentum. Macroeconomic headwinds have limited the impacts of the company’s growth initiatives. Despite these challenges, Chewy continues to gain market share and expand profitability.

Chewy has also underperformed its peers, including Central Garden & Pet Company (CENT - Free Report) , Petco Health and Wellness Company, Inc. (WOOF - Free Report) and BARK, Inc. (BARK - Free Report) .

Shares of Central Garden & Pet have increased 31.7%, while Petco Health and BARK have declined 10% and 24.8%, respectively, over the past three months.

CHWY vs. Peer Performances 

Image Source: Zacks Investment Research

Closing at $17.77 yesterday, the CHWY stock stands 59.5% below its 52-week high of $43.84 reached on June 26, 2025. Chewy is trading below its 50 and 200-day simple moving averages of $23.06 and $29.98, respectively, signaling bearish sentiment in maintaining the recent performance levels.

CHWY Trades Below 50 & 200-Day Moving Averages 

Image Source: Zacks Investment Research

The recent slide in the stock has contributed to Chewy’s discounted status. This leading online retailer of pet products and services is currently trading at a compelling discount relative to its industry. The CHWY stock trades at a trailing 12-month price-to-sales (P/S) ratio of 0.58, lower than the industry’s average of 2.22.

CHWY’s Valuation Picture

Image Source: Zacks Investment Research

This valuation is especially notable when compared with peers such as Central Garden & Pet, which has a trailing 12-month P/S of 0.83X, Petco Health at 0.13X and BARK at 0.21X.

What’s Behind Chewy’s Dismal Stock Run?Chewy’s stock has struggled as the company faces slowing growth expectations despite delivering solid operating results. Management lowered its fiscal 2026 net sales guidance to $13.40-$13.55 billion from the previous $13.60-$13.75 billion, reflecting a softer consumer environment and weaker category growth assumptions. The revised outlook raises concerns about the company's near-term revenue trajectory.

Consumer spending trends have emerged as another key headwind. Management noted growing pressure on premiumization and product attachment rates among existing customers, indicating that pet owners are becoming more selective with discretionary purchases. As a result, growth in net sales per active customer, a critical driver of Chewy's long-term growth story, is facing pressure. The company also expects active customer additions to trend toward the lower end of the previously stated 150,000-250,000 per quarter.

Investors are also concerned that several growth initiatives are not producing the acceleration management initially anticipated. Efforts such as Autoship enhancements, improved customer engagement tools and digital advertising initiatives are generating benefits, but their impacts have been muted by the challenging macroeconomic backdrop. Consequently, management no longer expects a meaningful acceleration in consumer spending to support growth during the remainder of fiscal 2026.

Margin-related concerns add another layer of caution. While Chewy maintained its full-year adjusted EBITDA margin outlook, the recently acquired Modern Animal business is expected to create a modest profitability drag in fiscal 2026.

The company is also incurring acquisition and integration expenses related to SmartPak and Modern Animal, and recently launched a $600-million Term Loan B transaction that will increase interest expenses and leverage. Combined with management's warning that consumer spending conditions could deteriorate further, these factors have weighed heavily on investor sentiment and contributed to the stock's sharp decline.

CHWY’s Downward Estimate Revisions Raise ConcernsThe downward revision in earnings estimates has added to investor concerns surrounding the stock. The Zacks Consensus Estimate for earnings per share (EPS) has moved down over the past seven days. Estimates for the current quarter have decreased 3 cents to 37 cents per share, while estimates for the next quarter have declined 2 cents to 39 cents.

Image Source: Zacks Investment Research

Chewy’s Game Plan to Overcome Current ChallengesCHWY continues to benefit from its highly recurring Autoship business, which remains a key source of revenue stability. In the first quarter of fiscal 2026, Autoship sales increased more than 10% year over year and accounted for 84.4% of the total net sales. The strength of this subscription-based model supports customer retention, revenue visibility and ongoing market-share gains, helping Chewy navigate a softer consumer spending environment.

The company is also expanding its presence in the attractive pet healthcare market through Chewy Vet Care and the acquisition of Modern Animal. Management expects the combined clinic network to reach roughly 60 locations by the end of fiscal 2026, creating opportunities for customer acquisition, higher wallet shares and long-term revenue growth. Healthcare remains one of Chewy’s largest growth avenues and strengthens the company's competitive positioning beyond traditional pet retail.

In addition, Chewy is leveraging AI, automation and operational efficiencies to strengthen profitability and offset macroeconomic pressures. The company is embedding AI across customer service, pharmacy, fulfillment and marketing operations, while benefiting from growth in sponsored advertising, supply-chain improvements and operating leverage. These initiatives are helping Chewy expand earnings and generate a strong free cash flow despite a challenging consumer backdrop.

How to Play CHWY Stock: Buy, Hold or Sell?Chewy continues to benefit from its recurring Autoship business, growing pet healthcare platform and investments in AI-driven efficiencies. However, these strengths are being overshadowed by slowing customer spending, weaker premiumization trends, a reduced fiscal 2026 sales outlook and downward earnings estimate revisions. Acquisition-related costs, higher interest expenses and a challenging consumer environment add uncertainty to the near-term growth outlook.

Given these headwinds, existing investors may consider reducing exposure or waiting for clearer signs of growth stabilization, while prospective investors may prefer to remain on the sidelines. Chewy currently carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. 

Choosing between a traditional apparel retailer and a digital-first pet supplier requires a look at how each company handles shifting consumer habits. American Eagle Outfitters (AEO +4.15%) and Chewy (CHWY +2.70%) represent two different paths in the retail landscape.

American Eagle Outfitters focuses on brand loyalty through physical stores and fashion trends, while Chewy leverages a recurring subscription model to dominate the pet care space. Investors often compare them to see which business model offers better stability during periods of economic uncertainty.

American Eagle Outfitters operates as a global specialty retailer focused on the American Eagle and Aerie brands. The company is a prominent name among apparel stocks, focusing heavily on teen and young adult demographics through its 1,168 company-owned stores. Its strategy recently shifted to focus on core brand profitability after closing its Quiet Platforms third-party fulfillment business in fiscal 2025.

In FY 2025, the company reported revenue of nearly $5.5 billion, up approximately 3.2% from the previous year. Net income for the period reached $192.0 million, resulting in a net margin of roughly 3.5%. This was a decrease from the 6.2% net margin recorded in the prior fiscal year, reflecting a more challenging environment for discretionary spending.

As of its January 2026 balance sheet, the company maintains a debt-to-equity ratio of 1.0x. This ratio measures total debt relative to shareholder equity, indicating how much a business relies on borrowing to fund its operations. The current ratio, which measures the ability to cover short-term debts with assets like cash and inventory, is roughly 1.5x, and the company generated free cash flow of approximately $195.4 million.

The case for ChewyChewy has built a massive digital presence by offering pet parents a convenient way to shop for food, medications, and supplies. The company relies heavily on its Autoship program, which provides recurring revenue by automatically sending products to customers on a set schedule. In April 2026, the company expanded its physical footprint by acquiring Modern Animal, a move intended to grow its network of veterinary clinics to 47 locations.

During FY 2025, Chewy saw its revenue grow by roughly 6.2% to reach nearly $12.6 billion. Despite this top-line growth, the company reported net income of approximately $222.8 million, corresponding to a net margin of 1.8%. This net margin was lower than the 3.3% achieved in the prior year, as the company invested in expanding its veterinary services and health infrastructure.

Based on the February 2026 balance sheet, Chewy carries a debt-to-equity ratio of approximately 1.1x. Its current ratio of 0.9x suggests that short-term liabilities slightly exceed short-term assets, a common pattern for retailers with high inventory turnover. The company generated free cash flow of nearly $562.4 million, though stock-based compensation accounted for roughly 43.1% of operating cash flow, inflating reported cash generation since SBC is a non-cash expense added back in the cash flow statement.

Risk profile comparisonAmerican Eagle Outfitters faces significant risks from a new 10% global tariff that took effect in late February 2026. This policy creates uncertainty regarding merchandise costs and could strain supply chain stability if trade tensions escalate. Furthermore, the company remains sensitive to inflation, which often causes customers to pull back on clothing purchases in favor of essential goods.

Chewy must contend with intense competition from massive retailers like Amazon (AMZN +3.01%) and Walmart (WMT 0.72%), which offer similar pet products and fast shipping. The company also faces corporate governance risks, as BC Partners retains significant voting power that could create conflicts of interest with minority shareholders. Additionally, its expansion into the veterinary sector requires strict adherence to evolving healthcare regulations, which could lead to fines if compliance is not maintained.

Valuation comparisonAmerican Eagle Outfitters trades at a much lower forward P/E than Chewy, though both companies share a low P/S ratio.

MetricAmerican Eagle OutfittersChewySector BenchmarkForward P/E10.3x23.0x29.6xP/S ratio0.6x0.6xSector benchmark uses the SPDR XLY sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Which stock would I buy in 2026?It’s interesting to compare two retail businesses that have completely different products and markets. One of these two depends on fashion trends and consumer discretionary spending. The other benefits from pet owners' recurring purchases. Which business is more resilient and likely to provide the best long-term investment?

American Eagle Outfitters is a well-established brand with a loyal following. It has delivered revenue growth and pays a regular dividend to its shareholders. It also trades at a low valuation relative to its earnings. But the apparel market is intensely competitive, and when consumer spending wanes, so do companies’ margins.

Chewy sells pet food, supplies, and healthcare products – including prescription medications -- and has been expanding into veterinary care. Its autoship program is a lever for customer loyalty and recurring purchases. While many of Chewy’s products fall under the discretionary purchases category, pet owners will always spend on pet food and medications even in a weak economy. Chewy’s valuation is higher than AE’s, but the business is generally more predictable.

Both stocks are attractive to investors. They both are profitable, with loyal customers and strong market share. But I would choose Chewy because I believe its business model is resilient and diversified, and it appears better positioned to deliver long-term growth.

George Town, Cayman Islands, June 18, 2026 (GLOBE NEWSWIRE) --
Charlie Rothkopf Leads CZR Exchange Past 100,000 Users in Six Months as Anticipation Builds for the CZR Token Launch

CZR Exchange, a global digital asset trading platform, today announced that it has surpassed 100,000 registered users worldwide, marking a major milestone in the company's growth and international expansion.

The achievement comes as CZR Exchange continues to expand its product ecosystem and prepare for the upcoming launch of the CZR Token, which is expected to play a central role in the platform's long-term strategy for user engagement, rewards, and ecosystem participation.

Over the past six months, CZR Exchange has accelerated its global growth, expanding its user base while enhancing its suite of products and services, including spot trading, futures trading, OTC services, copy trading, CZR Wallet, VIP rewards, and the forthcoming CZR Card.

“Reaching 100,000 users is an important milestone that reflects the trust our community has placed in the CZR ecosystem,” said Charlie Rothkopf, Founder and CEO of CZR Exchange. “We are seeing tremendous momentum across our platform, and the excitement surrounding the upcoming CZR Token launch demonstrates the strength of our community and the growing demand for a more integrated digital asset experience.”

Since its launch, CZR Exchange has focused on creating a unified ecosystem designed to serve both retail and professional traders. The company's strategy extends beyond traditional exchange functionality, combining trading, wallet services, rewards programs, payments infrastructure, and community-driven initiatives within a single platform.

The upcoming CZR Token is expected to further strengthen that ecosystem by providing utility across multiple areas of the platform, including rewards, VIP benefits, ecosystem access, future staking opportunities, and additional features currently under development.

As anticipation surrounding the token launch continues to grow, CZR Exchange has reported increasing engagement across its trading platform, community channels, and international user base.

In addition to the CZR Token launch, the company is advancing a number of strategic initiatives designed to enhance the overall user experience and expand ecosystem functionality.

Upcoming developments include the launch of the CZR Card, expanded VIP rewards and loyalty programs, advanced push notifications and trading alerts, AI-powered investment tools through CZR Advisor, and continued international expansion efforts across key global markets.

These initiatives are intended to support CZR Exchange's vision of creating a seamless digital asset platform that integrates trading, payments, rewards, self-custody, and future financial services.

The company's rapid growth reflects increasing demand for digital asset platforms that prioritize usability, accessibility, and ecosystem integration. As cryptocurrency adoption continues to expand globally, CZR Exchange remains focused on building infrastructure capable of supporting long-term growth and evolving user needs.

“While reaching 100,000 users is a significant achievement, we view it as an early milestone rather than a destination,” Rothkopf added. “With the upcoming CZR Token launch, new product rollouts, and continued international expansion, we are focused on building a platform that delivers long-term value to our global community.”

As CZR Exchange enters its next phase of growth, the company remains committed to expanding its ecosystem, strengthening user engagement, and delivering innovative solutions designed for the future of digital finance.

About CZR Exchange

CZR Exchange is a global digital asset trading platform headquartered in the Cayman Islands. Combining cutting-edge technology with a compliance-driven approach, CZR enables users to trade seamlessly across borders while ensuring instant settlement and institutional-grade security.

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