LOUISVILLE, Ky., June 18, 2026 (GLOBE NEWSWIRE) -- Churchill Downs Incorporated (“CDI” or “the Company”) announced today that the Company will release second quarter 2026 financial results after the market closes on Wednesday, July 29, 2026, and host a related conference call to discuss the quarter on Thursday, July 30, 2026, at 9 a.m. ET.
Investors and other interested parties may listen to the call by accessing the online, real-time webcast at http://ir.churchilldownsincorporated.com/events.cfm or by registering in advance via teleconference here. Once registration is completed, participants will be provided with a dial-in number containing a personalized conference code to access the call. All participants are encouraged to dial-in 15 minutes prior to the start time. An online replay of the call will be available at http://ir.churchilldownsincorporated.com/events.cfm by noon ET on Thursday, July 30, 2026.
A copy of CDI’s news release announcing quarterly results and relevant financial and statistical information about the period will be accessible at http://www.churchilldownsincorporated.com.
About Churchill Downs Incorporated
Churchill Downs Incorporated (“CDI”) (Nasdaq: CHDN) has been creating extraordinary entertainment experiences for over 150 years, beginning with the company’s most iconic and enduring asset, the Kentucky Derby. Headquartered in Louisville, Kentucky, CDI has expanded through the acquisition, development, and operation of live and historical racing entertainment venues, the growth of online wagering businesses, and the acquisition, development, and operation of regional casino gaming properties. www.churchilldownsincorporated.com
Investors looking for stocks in the Consumer Products - Discretionary sector might want to consider either Acco Brands (ACCO) or SharkNinja, Inc. (SN). But which of these two stocks offers value investors a better bang for their buck right now?
Key Takeaways Lifetime Brands cites growth in Kitchen Tools, Home Solutions and the Dolly Parton brand strategy.LCUT expects 2026 net sales of $650-$700M and adjusted EBITDA of $53.5-$56M from initiatives.SharkNinja posted strong sales growth and raised its 2026 guidance, supported by innovation and expansion. Lifetime Brands, Inc. (LCUT - Free Report) and SharkNinja, Inc. (SN - Free Report) are both benefiting from product innovation and improving operational execution. Lifetime Brands is focused on pricing actions, cost discipline, supply-chain improvements and brand expansion, while SharkNinja continues to drive growth through product innovation, category expansion, international growth and company-wide AI initiatives. The key question for investors is which company offers the more compelling opportunity today.
The Case for LCUTLifetime Brands continues to strengthen its competitive position through sustained investments in product innovation and category development. The company has maintained its focus on launching products despite a challenging industry environment, allowing it to capture consumer trends and secure additional shelf space with retail partners. Management believes that these efforts have helped differentiate the company from competitors and support long-term growth.
The Kitchen Tools segment remains a key growth pillar for the company. Farberware delivered strong performance across channels, while KitchenAid continued to recover following a market share reset at Walmart. The recent relaunch of Farberware kitchen tools and the introduction of KitchenAid storage products have generated encouraging customer response, providing momentum for continued growth through 2026.
Home Solutions has emerged as one of Lifetime Brands' strongest-performing businesses. The segment grew 22.9% in the first quarter of fiscal 2026, driven by higher sales in warehouse club and dollar-store channels. Management highlighted strong performance across home décor offerings, with brands such as Elements helping expand retailer interest and distribution opportunities.
The Dolly Parton brand continues to be an important contributor to the company's growth strategy. Dolly-branded products generated approximately $18 million in sales during 2025 across home decor, kitchen tools, dinnerware and cutlery categories. Management expects substantial growth in 2026 as the brand expands beyond its current distribution footprint and gains placement with additional retailers.
Lifetime Brands is also enhancing its operational capabilities through infrastructure investments and restructuring initiatives. The new Hagerstown distribution center is now operational and adds approximately 327,000 square feet of incremental capacity, while Project Concord is expected to improve the profitability of the company's international operations. Management expects 2026 net sales of $650-$700 million and adjusted EBITDA of $53.5-$56 million, reflecting confidence in the company's strategic initiatives and operating momentum.
The Case for SNSharkNinja continues to strengthen its position in the home-appliance market through its three-pillar growth strategy of expanding into new and adjacent categories, gaining share in existing categories and accelerating international expansion. Management highlighted that all three pillars contributed to the first-quarter 2026 results, helping the company deliver 15.6% net sales growth and its 12th consecutive quarter of double-digit organic net sales growth despite weakness across many of the broader categories in which it competes.
Innovation remains at the center of SharkNinja's growth model. The company recently expanded its portfolio to 39 product subcategories and remains on track to add another subcategory in 2026. New launches such as BlastBoss and ChillPill demonstrate SharkNinja's ability to identify consumer needs and develop differentiated solutions. Management noted strong consumer engagement around these products, with ChillPill generating 10s of millions of social-media impressions within its first month on the market.
SharkNinja's core categories continue to deliver strong growth and provide the foundation for future expansion. In the first quarter, cleaning appliance sales increased 17%, cooking and beverage appliance sales rose 19.8%, and beauty and home-environment appliance sales jumped 40.8%. Management highlighted continued momentum in skincare products, the Ninja Luxe Cafe platform and the company's cleaning franchise, demonstrating the breadth of demand across its portfolio.
International expansion remains one of the company's most significant growth opportunities. First-quarter international sales increased 31.6%, significantly outpacing domestic growth of 8.4%. Management attributed this performance to continued geographic expansion and successful introductions of existing product categories into new international markets, resulting in broad-based strength across regions.
SharkNinja is also embracing artificial intelligence as a key strategic initiative. Through its JailBreak SharkNinja program, the company is deploying AI across consumer insights, product development, marketing, supply-chain operations and omnichannel initiatives. Management believes that AI can influence every part of the business, helping improve productivity, generate new insights and support future innovation.
SharkNinja raised its 2026 outlook and expects net sales growth of 11.5-12.5%, adjusted EBITDA of $1.29-$1.30 billion and adjusted earnings per share of $6-$6.10. Supported by strong execution across its growth strategy, continued innovation and expanding global operations, SharkNinja appears well-positioned to sustain its momentum through 2026.
How Does the Zacks Consensus Estimate Compare for LCUT & SN?The Zacks Consensus Estimate for Lifetime Brands’ current financial-year sales and EPS implies growth of 3.6% and a decline of 9.9%, respectively, from the year-ago period’s actuals. For the next financial year, the consensus estimate indicates an 3% rise in sales and 36.3% growth in earnings. The consensus estimate for EPS for the current fiscal year has increased 12 cents over the past 60 days, while for the next fiscal year, it has improved by 22 cents.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for SharkNinja’s current financial-year sales and EPS implies growth of 12.4% and 15.9%, respectively, from the year-ago period’s actuals. For the next financial year, the consensus estimate indicates a 10.4% rise in sales and 13.9% growth in earnings. The consensus estimate for EPS for the current and next financial years has been revised upward by 10 cents and 12 cents, respectively, over the past 60 days.
Image Source: Zacks Investment Research
Assessing Recent Stock Performances of LCUT & SNLifetime Brands’ shares have skyrocketed 84.7% over the past three months. Meanwhile, SharkNinja’s stock has gained 43.7%.
Image Source: Zacks Investment Research
Dive Into Stock Valuations of LCUT & SNLifetime Brands is trading at a trailing price-to-sales (P/S) multiple of 0.28, above its median of 0.17 in the last three years. SharkNinja’s trailing 12-month P/S multiple sits at 3.04, above its median of 2.36 in the last three years.
Image Source: Zacks Investment Research
LCUT or SN: Which Offers Greater Potential?Lifetime Brands emerges as the stronger investment candidate, supported by its product innovation, expanding brand portfolio, growing momentum in Home Solutions and Kitchen Tools, and ongoing operational improvement initiatives. Its ability to capture consumer trends, secure additional retail shelf space, expand the Dolly Parton brand and enhance profitability through supply-chain investments and restructuring efforts has also contributed to stronger recent share-price performance.
In contrast, SharkNinja continues to benefit from innovation, category expansion and international growth, but its significantly higher valuation makes Lifetime Brands the more attractive risk-reward opportunity for investors at present.
Lifetime Brands currently sports a Zacks Rank #1 (Strong Buy), whereas SharkNinja has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:
Banco Macro S.A. (BMA - Free Report) : This banking products and services company has seen the Zacks Consensus Estimate for its current year earnings increasing 11.1% over the last 60 days.
Ternium S.A. (TX - Free Report) : This steel manufacturing company has seen the Zacks Consensus Estimate for its current year earnings increasing 17.1% over the last 60 days.
Delek US Holdings, Inc. (DK - Free Report) : This integrated downstream energy company has seen the Zacks Consensus Estimate for its current year earnings increasing 101.5% over the last 60 days.
Cognex Corporation (CGNX - Free Report) : This machine vision company has seen the Zacks Consensus Estimate for its current year earnings increasing 16% over the last 60 days.
Littelfuse, Inc. (LFUS - Free Report) : This electronics manufacturing company has seen the Zacks Consensus Estimate for its current year earnings increasing 14.4% over the last 60 days.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Littelfuse (LFUS - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.
The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.
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.
As such, the Zacks rating upgrade for Littelfuse is essentially a positive comment on its earnings outlook that could have a favorable impact on 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 bulk investment action then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Littelfuse 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 LittelfuseThis circuit protection manufacturer is expected to earn $14.86 per share for the fiscal year ending December 2026, which represents no year-over-year change.
Analysts have been steadily raising their estimates for Littelfuse. Over the past three months, the Zacks Consensus Estimate for the company has increased 14.4%.
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 Littelfuse 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.
, /PRNewswire/ -- Alpha Metallurgical Resources, Inc. (NYSE: AMR), a leading U.S. supplier of metallurgical products for the steel industry, today announced that a key piece of equipment at Dominion Terminal Associates (DTA) in Newport News, Va. sustained significant damage as a result of high winds in Sunday evening's storm. The equipment, a stacker reclaimer machine, is one of two such devices at DTA used to move coal into and out of stockpiles at the terminal. The second stacker reclaimer machine, which was refurbished earlier this year, remains intact and operational.
At this time, DTA officials are working to understand the scope of the damage to the stacker reclaimer, which sustained wind gusts of more than 80 miles per hour during an evening storm on June 14. The machine is currently inoperable. As a result, Alpha is has sent force majeure letters to affected customers. With a 65% majority ownership interest in DTA, Alpha utilizes the terminal for most of its export shipments but maintains additional shipping capacity at neighboring terminals.
Terminal leaders are working to determine a timeline and plan of action for the damaged stacker reclaimer.
About Alpha Metallurgical Resources
Alpha Metallurgical Resources (NYSE: AMR) is a Tennessee-based mining company with operations across Virginia and West Virginia. With customers across the globe, high-quality reserves and significant port capacity, Alpha reliably supplies metallurgical products to the steel industry. For more information, visit www.AlphaMetResources.com.
Forward-Looking Statements
This news release includes forward-looking statements. These forward-looking statements are based on Alpha's expectations and beliefs concerning future events and involve risks and uncertainties that may cause actual results to differ materially from current expectations. These factors are difficult to predict accurately and may be beyond Alpha's control. Forward-looking statements in this news release or elsewhere speak only as of the date made. New uncertainties and risks arise from time to time, and it is impossible for Alpha to predict these events or how they may affect Alpha. Except as required by law, Alpha has no duty to, and does not intend to, update or revise the forward-looking statements in this news release or elsewhere after the date this release is issued. In light of these risks and uncertainties, investors should keep in mind that results, events or developments discussed in any forward-looking statement made in this news release may not occur. See Alpha's filings with the U.S. Securities and Exchange Commission for more information.
Key Takeaways OUT's digital revenues rose 11.5% year over year to $142.6M in the first quarter of 2026.OUT's automated sales reached 20.3% of digital revenues, up from 16.3% a year earlier.OUT expanded premium transit inventory at Los Angeles Union Station, a World Cup 26 Fan Zone. OUTFRONT Media Inc. (OUT - Free Report) is becoming a useful read-through for how out-of-home (OOH) advertising is changing in 2026.
The company’s digital conversion, automated sales, premium transit inventory and ad-tech partnerships point to a more flexible model. Still, regulation, municipal contract exposure and inflation-linked costs keep the story grounded in real-world execution.
OUTFRONT Media Rides the Digital OOH ShiftDigital inventory remains central to OUT’s growth profile. Total digital revenues increased 11.5% year over year to $142.6 million in the first quarter of 2026.
Automated sales represented 20.3% of digital revenues, up from 16.3% in the prior-year quarter. That mix suggests digital OOH is becoming easier for advertisers to buy, measure and scale, which can improve the quality of revenue over time.
OUT Uses Transit to Expand Premium InventoryTransit is also moving beyond basic ad placement. OUT recently launched its inaugural advertising and experiential program at Los Angeles Union Station, adding a marquee destination to its premium OOH portfolio.
The station has a target audience averaging 14.8 million. Its large-format digital networks across key touchpoints expand premium transit inventory, while its role as an official Los Angeles World Cup 26 Fan Zone could support event-driven advertiser interest.
OUTFRONT Media Leans Into Ad Tech PartnershipsOUT is not just adding screens; it is investing in the systems that help sell and manage them. The company has boosted its digital capabilities through a commercial agreement with Amazon Web Services tied to AI-enabled workflow modernization.
It also entered into agreements with AdQuick in February 2026. Under the deal, AdQuick licenses its OOHsales cloud product to OUT for an initial three-year term at an annual fee of $17 million. OUT is also investing up to $20 million in AdQuick, subject to milestone payments.
OUT Still Faces Real-World Cost and Permit HurdlesOUT benefits from permit-based barriers to entry. Outdoor advertising permits are valuable because permitting restrictions limit new inventory and make it harder for competitors to add displays in attractive locations.
That same physical-media model carries complexity. OUT must navigate regulations at international, federal, state and local levels, while its transit business depends on multi-year municipal contracts that require renewals and competitive bidding. Transit franchise expenses rose 2.9% year over year in the first quarter, mainly due to higher guaranteed minimum annual payments to the MTA tied to inflation.
How OUT Signals Reflect These Industry ChangesThe bottom line is that OUT has credible exposure to several important OOH trends, but the investment case still depends on execution. Digital automation, premium transit assets and technology partnerships support the growth story, while contract, regulatory and cost pressures remain real constraints.
OUT currently carries a Zacks Rank #3 (Hold). It also has a Value Score of B, Growth Score of B, Momentum Score of B and VGM Score of A. The Style Scores suggest the shares screen well across multiple investing styles, while the Hold rank points to a balanced near-term setup rather than a clear all-in signal.
In the past three months, shares of this company have gained 15.1% compared with the industry's growth of 7.1%.
Image Source: Zacks Investment Research
Investors comparing OUT with other REIT-linked names may also watch American Tower Corporation (AMT - Free Report) , which offers a different real-asset model tied to communications infrastructure. Cousins Properties Incorporated (CUZ - Free Report) provides another REIT comparison point for assessing how property-backed companies balance growth prospects, capital needs and income expectations. AMT currently carries a Zacks Rank #2 (Buy), while CUZ also carries a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.
Key Takeaways OUTFRONT Media draws investor attention as digital and transit advertising trends improve in 2026.OUT's transit revenues rose 22.3% in Q1, with digital transit revenues up 25.6% to $44.7M.OUT expects about 125 digital billboard additions in 2026, as displays average 4-5x static revenue. OUTFRONT Media Inc. (OUT - Free Report) has drawn closer investor attention as digital and transit advertising trends improve in 2026.
The setup is not one-sided. A broad U.S. footprint, improving transit demand and digital conversions support growth, while advertising cyclicality and capital needs keep the outlook balanced.
OUTFRONT Media Has a Wide National Ad Footprint
OUTFRONT is one of the largest U.S. out-of-home advertising operators, with billboard and transit displays in approximately 120 markets, including the 25 largest markets. Its billboard assets are mainly located on heavily traveled highways and roadways, while its transit displays are operated through municipal contracts in large U.S. cities.
That mix gives brands national reach with local execution. It also diversifies OUT’s revenue base across advertiser categories, with entertainment, legal services/lawyers and retail representing 18%, 12% and 10%, respectively, of first-quarter 2026 Billboard and Transit segment revenues.
OUT Gains From Digital Billboard ExpansionDigital conversion remains one of OUT’s clearer growth levers. Total digital displays reached 31,565 as of March 31, 2026, including 1,932 digital billboard displays and 29,633 digital transit displays.
The company converted 14 new billboards to digital in the first quarter and expects to add about 125 for the full year. Digital billboard displays generate roughly four to five times more revenue per display on average than comparable static billboard displays, although they also carry higher costs.
OUTFRONT Media Sees Transit Demand ImproveTransit is a major part of the 2026 improvement story. First-quarter transit revenues rose 22.3% year over year to $95.0 million, while digital transit revenues increased 25.6% to $44.7 million.
Management expects second-quarter revenue growth to exceed 10%, supported by about 30% growth in transit and mid-single-digit growth in billboard. The launch of OUT’s advertising and experiential program at Los Angeles Union Station adds premium transit inventory, with the station’s World Cup 26 Fan Zone role adding potential brand appeal.
OUT Faces Cyclical Ad Demand and Higher SpendingAdvertising remains economically sensitive. OUT’s revenues and operating results are exposed to shifts in advertiser budgets, general economic conditions and competition from online, mobile, social media, television, radio, print and other out-of-home formats.
Capital spending is another constraint. Total capital expenditures rose 40.1% year over year to $24.1 million in the first quarter, and management still expects approximately $90 million of capital expenditures in 2026, including $30-$35 million of maintenance capital expenditures.
How OUT Signals Fit the Current SetupThe bottom line is that OUT’s operating signals look constructive, but not without offsets. Digital adoption, transit momentum and portfolio breadth support the growth case, while cyclical ad demand, competition and capital intensity argue for patience.
OUT currently carries a Zacks Rank #3 (Hold), with a Value Score of B, Growth Score of B, Momentum Score of B and VGM Score of A. That combination points to balanced style appeal, but the Hold rank keeps the near-term view measured rather than outright bullish.
In the past three months, shares of this company have gained 15.1% compared with the industry's growth of 7.1%.
Image Source: Zacks Investment Research
Within the broader REIT space, American Tower Corporation (AMT - Free Report) and Cousins Properties Incorporated (CUZ - Free Report) offer useful context for investors comparing real estate-backed income and growth profiles. AMT currently carries a Zacks Rank #2 (Buy), while CUZ also carries a Zacks Rank #2, giving investors other REIT names to monitor alongside OUT’s improving but still mixed setup. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.
Key Takeaways ARM's total revenues rose 20% year over year to $1.49 billion in fiscal Q4 2026.Arm's licensing and other revenues increased 29% to $819 million in the latest quarter.ARM's royalty revenues grew 11% to $671 million, aided by Armv9 and data center adoption. Arm Holdings (ARM - Free Report) continues to benefit from strong demand for its intellectual property, and the company’s latest results suggest that licensing activity remains a major driver of growth.
During the fourth quarter of fiscal 2026, total revenues climbed 20% year over year to $1.49 billion. While ARM’s royalty business remains an important contributor, the most striking development was the continued strength in licensing and other revenues.
The performance highlights ongoing demand for Arm Holdings’ technology across a broad range of end markets. As semiconductor companies increasingly develop custom chips for artificial intelligence, cloud computing, mobile devices, and other advanced applications, access to ARM’s architecture remains critical to product development. This dynamic continues to support a healthy pipeline of licensing agreements and long-term customer commitments.
Importantly, the company’s licensing business has shown significant growth over time. Licensing and other revenues increased 29% year over year to $819 million in the latest quarter, helping drive a substantial increase in total revenues. The results also benefited from contributions from previously signed agreements and the timing of multiple high-value licensing contracts.
Meanwhile, Arm Holdings’ royalty business continues to provide a powerful recurring revenue stream. Royalty revenues increased 11% year over year to $671 million, supported by growing adoption of Armv9 technology, Arm CSS and the increasing use of Arm-based chips in data center workloads.
For investors, the key takeaway is clear: strong licensing demand continues to reinforce Arm Holdings’ competitive position. As customers expand investments in next-generation computing and AI infrastructure, the company appears well-positioned to benefit from both new licensing opportunities and a growing royalty base, creating multiple avenues for sustained growth.
How AppLovin Compares With Key U.S. PeersThe Trade Desk (TTD - Free Report) operates a demand-side platform focused on programmatic advertising, with a strong focus on data-driven targeting. While The Trade Desk benefits from premium brand exposure, its margin profile is more sensitive to advertising cycles than AppLovin. The Trade Desk emphasizes reach and transparency, whereas AppLovin emphasizes performance. As a result, TTD competes more on scale than efficiency.
Unity Software (U - Free Report) also intersects with advertising through its real-time 3D and monetization tools. However, Unity Software’s ad business is closely tied to developer ecosystems and remains more volatile. Unlike AppLovin, Unity Software is still balancing growth with profitability, making AppLovin’s margin stability a key differentiator among these peers.
ARM’s Price Performance, Valuation, EstimatesThe stock has surged a massive 273.5% year to date, significantly underperforming the industry’s 52.5% rally.
Image Source: Zacks Investment Research
From a valuation standpoint, ARM trades at a forward price-to-sales ratio of 68.41X, well above the industry’s 9.49X. It carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for the company’s fiscal 2027 earnings has remained unchanged over the past 30 days.
Image Source: Zacks Investment Research
ARM currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
FN Media Group Presents Oilprice.com Market Commentary
, /PRNewswire/ -- If you've been following in the AI boom, you probably are aware of the same names everyone else is. NVIDIA for the chips. Microsoft, Google and Amazon for the cloud. Maybe Meta for the consumer side. Maybe Palantir or one of the AI software names. Possibly TSMC for exposure to the manufacturing layer. And that awareness has worked well for many. NVIDIA alone has minted more wealth in two years than most companies create in a century. The hyperscalers have all hit fresh highs. AI software stocks that were speculative bets in 2022 now trade at premium multiples. Companies mentioned in today's commentary includes: Bitzero Holdings Inc. (AIBZ), Amazon.com, Inc. (NASDAQ: AMZN), Alphabet Inc. (NASDAQ: GOOGL), ASML Holding N.V. (NASDAQ: ASML), Arm Holdings plc (NASDAQ: ARM), Super Micro Computer, Inc. (NASDAQ: SMCI).
But everyone interested in this industry should be asking the same question right now. With most of these names sitting at or near all-time highs, where does the next leg of returns come from? The answer won't come from the obvious places. The chip makers, the cloud providers and the software creators have already gotten a ton of attention. To find the kind of returns that actually move the needle in 2026, you have to look one layer beneath the names everyone is talking about. You have to look at what makes all of it possible.
One company well positioned for what's coming is one most people have never heard of. It's called Bitzero Holdings, Inc. (AIBZ), and to understand why it matters, you need to understand the bottleneck nobody is talking about yet.
The Question Wall Street Forgot to Ask
Every company in the AI economy depends on one thing. NVIDIA's chips are useless without it. Microsoft's data centers are concrete shells without it. Google's models can't train without it. The entire industry runs on one input that almost nobody talks about. Electricity. And there isn't enough of it.
A single ChatGPT query consumes roughly 10 times the energy of a Google search. Training the next generation of large language models requires the equivalent power draw of small cities. Industry forecasts now put AI data center capital expenditure at roughly $5.2 trillion between now and 2030. Goldman Sachs Research projects global data center power demand will surge up to 165% by 2030 compared to 2023 levels.
The Hyperscalers Already Know
If you want confirmation that power is the real constraint, look at what the smart money is doing. Microsoft signed a 20-year deal to restart the Three Mile Island nuclear plant, a facility that has been offline since 2019, specifically to feed its AI ambitions. Amazon paid $650 million for a data center campus directly co-located with the Susquehanna nuclear station in Pennsylvania. Google announced agreements with Kairos Power for small modular reactors.
These are not the moves of companies that think power will sort itself out. They are willing to commit billions and wait years to lock in scarce, secured, low-carbon electricity because they know that power is the binding constraint on their entire AI strategy.
The Standout Play in a Closed Market
Bitzero Holdings, Inc. (AIBZ) is one of the very few companies that locked in Nordic power capacity ahead of the surge. The story of how it did so explains why this stock is one of the rare chances to own real AI infrastructure before Wall Street catches on.
Bitzero controls more than 1 gigawatt of secured, low-cost power capacity across four strategic sites in Norway, Finland and the United States. That capacity is permitted, contracted and in many cases already operational. The largest single block of that capacity, the 110 megawatts at the company's Norwegian flagship, is now under a binding 15-year lease worth approximately $2.6 billion. More on that in a moment.
The crown jewel is the company's Norwegian flagship at Namsskogan, where Bitzero operates as a licensed grid operator at the 132 KV level. That's an unusual position. It is also an extraordinarily valuable one.
Most data center operators connect at 22 KV through a utility, paying middleman fees and waiting on utility timelines. Bitzero connects directly to the high-voltage grid and works directly with hydroelectric power plants, bypassing the middlemen and multi-year utility wait that hold most projects back.
The financial impact is dramatic. Bitzero's all-in power cost at its Norway facility, including grid fees, taxes and every other charge, currently sits at 3-4 cents per kilowatt-hour. The US average is closer to 12 cents. American data center operators competing for AI workloads are paying three to four times what Bitzero pays for the same electron.
The Deals That Changed What This Company Is
Three months ago, Bitzero looked like a small Bitcoin miner with an unusually good power position. Today it looks like something different entirely. The transformation comes down to four announcements, all landing inside a single rolling window.
The biggest by far is OneQode. On May 5, 2026, Bitzero signed a binding letter with OneQode Networks Pte. Ltd. for a 15-year lease of the full 110 megawatts at its Namsskogan, Norway site. Total contracted revenue runs approximately $2.6 billion, with implied annual revenue of $178 million at full capacity and a net operating margin of 85%. The tenant is deploying GPU clusters for enterprise AI, large language model training and sovereign AI workloads. Commissioning is targeted for the first half of 2027, with the lease then running through 2042 at minimum. The buildout to convert the site to HPC-grade specifications runs roughly $1.1 billion, with debt financing in late-stage negotiation. The deal is subject to definitive documentation, which management has indicated could close within the next 60 to 90 days.
On a per-megawatt basis, the OneQode deal lines up with the comparable HPC leases driving the multi-billion dollar valuations of larger peers. TeraWulf sits on $12.8 billion in contracted HPC revenue. Hut 8 signed a $7 billion, 15-year lease with Fluidstack for 245 megawatts. Core Scientific signed a $10.2 billion deal with CoreWeave across roughly 500 megawatts. Each of those announcements rerated the company's stock substantially.
The other three announcements build on the OneQode foundation. In January 2026, Bitzero announced that it had retained CBRE as the strategic broker for its 200-megawatt Finland site. CBRE is not a small player. The firm manages roughly $6 billion in annual data center transaction value and has direct, active relationships with every hyperscaler on earth. In the same month, Bitzero announced a partnership with Hydra Host, a top-10 NVIDIA Cloud Partner backed by Founders Fund. Hydra Host operates GPU clusters across more than 50 locations worldwide and brings Bitzero's compute capacity to a global enterprise customer base through its Brokkr platform. A few days later, Bitzero acquired its first eight NVIDIA Blackwell B300 servers (64 GPUs total) for deployment at the Norway site, marking the company's first direct entry into AI compute revenue.
Already Profitable…And Just Getting Started
The part that separates Bitzero from most early-stage infrastructure plays is simple. The company is not burning capital while it waits for AI deals to close. It is generating revenue today. Bitzero mines Bitcoin at its Norway site at a blended power cost of approximately $0.03 to $0.035 per kWh. The all-in cost to mine one Bitcoin sits around $50,000, roughly half the industry average of $100,000. The company's hashrate has grown steadily from 0.4 EH/s in early 2024 to 1.08 EH/s by January 2025 to roughly 2.80 EH/s today, a 7x increase in two years. At current network conditions that's around 1.1 Bitcoin per day in production.
That revenue funds operations and demonstrates infrastructure reliability under sustained, real-world high-load conditions. AI customers want to see exactly that before signing multi-year hosting agreements.The 110 megawatts at Namsskogan are now committed to OneQode under the 15-year lease, with HPC commissioning targeted for the first half of 2027. The growth runway extends well beyond that initial block. Bitzero has a clear path to approximately 325 megawatts at the same site by late 2027, with the largest infrastructure components, including a Siemens GIS breaker with 200 megawatt capacity, already paid for and installed. Whatever capacity does not flow to OneQode in later phases becomes available for either additional HPC tenants or expanded mining.
Other companies to keep an eye on:
Amazon.com, Inc. (NASDAQ: AMZN) may be making the most aggressive single bet on AI infrastructure of any company on this list. The company announced $200 billion in capital expenditures for 2026, the bulk of it aimed at AWS data centers — up from $96.5 billion spent in 2025 and $83 billion in 2024. CEO Andy Jassy told investors that all new AWS capacity sells out immediately, with demand limited by supply factors like energy and hardware, not customer appetite.
Q1 FY2026 results reinforced that narrative. AWS grew 28%, its fastest clip in 15 quarters, on a very large base. Amazon's custom chip business — Trainium — crossed a $20 billion annualized revenue run rate, growing triple digits year over year.
Alphabet Inc. (NASDAQ: GOOGL) is approaching the AI data center race from a position of unusual strategic depth. Unlike its hyperscaler peers, Google designs and manufactures its own AI chips — Tensor Processing Units — giving it a degree of supply chain independence that Microsoft and Amazon lack. That vertical integration is showing up in the numbers: the company reduced Gemini serving unit costs by 78% over 2025 through model optimizations and efficiency improvements.
The spending commitment is massive either way. Alphabet guided 2026 capital expenditures to between $180 billion and $190 billion — more than double its 2025 figure — with CFO Anat Ashkenazi flagging that 2027 capex is expected to "significantly increase" from there.
ASML Holding N.V. (NASDAQ: ASML) is the only company in the world that makes extreme ultraviolet lithography machines — the equipment required to print every leading-edge AI chip. There is no alternative supplier. Q1 2026 net sales reached €8.8 billion, up 13% year over year, at a 53% gross margin that is exceptional for capital equipment manufacturing. The company raised its full-year 2026 revenue guidance to €36 to €40 billion from a prior range of €34 to €39 billion, citing AI-driven demand that CEO Christophe Fouquet said is pushing chip demand well beyond current supply.
The China headwind is real and worth flagging. System sales to China fell to 19% of total in Q1 2026, down from 36% in Q4 2025, as export controls progressively restrict what ASML can sell there. The pre-buying cycle for lower-end DUV machines has run its course, and EUV has never been permitted for Chinese customers. A
Arm Holdings plc (NASDAQ: ARM) doesn't make chips. It designs the instruction set architectures that most of the world's chips are built on — and then collects royalties every time one of those chips ships. Every AWS Graviton processor, every Apple M-series chip, every NVIDIA Vera CPU runs on Arm architecture. Q4 FY2026 revenue hit $1.49 billion, up 20% year over year, with data center royalties more than doubling year over year for the second consecutive quarter.
The data center story for Arm is that its architecture is now winning the hyperscaler CPU market at scale. Arm-based CPUs hold approximately 50% market share among the top hyperscalers — AWS Graviton and Trainium, Google Axion and TPUs, Microsoft Cobalt, NVIDIA's Vera CPU — all run on Arm.
Super Micro Computer, Inc. (NASDAQ: SMCI) designs and manufactures the high-performance servers and rack-scale systems that sit inside AI data centers, competing directly with Dell in the GPU server market. The company pioneered the direct liquid cooling rack solutions that are now industry standard for high-density AI workloads, and it counts NVIDIA as a core supply chain partner.
The company has had a turbulent period from a governance standpoint. Super Micro faced an accounting investigation and delayed several financial filings in 2024 and 2025, which rattled the industry even as the underlying server business continued to grow.
By. Tom Kool
Oilprice Intelligence brings you the inside view on where the next gains will come from, breaking down the market's biggest growth driver with analysis from veteran oilmen and experts. Click here to get this crucial intel for free
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Artificial intelligence (AI) infrastructure has been dominated by graphics processing units (GPUs). But the next phase of AI adoption, especially inference (the deployment of AI models in production environments) and agentic AI, is also driving increased demand for central processing units (CPUs).
In large AI systems, CPUs help coordinate data movement, networking, and orchestration across multiple AI chips. That makes Advanced Micro Devices (AMD +5.27%) and Arm Holdings (ARM +4.88%) two very different ways to invest in the AI CPU opportunity.
Let's assess which AI CPU stock is a better buy now.
Image source: Getty Images.
AMD's CPU strategy AMD is increasingly valued as a data center infrastructure company, not just a PC or gaming chip player. In the first quarter , AMD's revenue rose 38% year over year to $10.3 billion. The company's data center segment revenue jumped 57% to $5.8 billion, driven by strong demand for EPYC server CPUs and the continued ramp of Instinct AI GPUs.
The company now expects the server CPU total addressable market (TAM) to grow at more than 35% annually and exceed $120 billion by 2030. This is a significant upward revision from the expected 18% annual growth for the next three to five years. Management also expects server CPU revenue to grow by more than 70% year over year in the second quarter.
AMD is seeing robust CPU demand from regular server computing, head nodes that help manage GPUs and other AI accelerators, and agentic AI workloads. As agentic AI workloads grow, each AI agent can create more CPU tasks for orchestration, data processing, and parallel execution. In older systems, one CPU often supported four or eight GPUs.
But as inference and agentic AI workloads grow, AMD believes some systems may require one CPU for every GPU. In highly agentic workloads, there could even be more CPUs than GPUs. Hence, EPYC CPUs are proving to be a direct beneficiary of the agentic AI build-out.
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AMD's 6th Gen EPYC processor, also called Venice, has begun ramping on Taiwan Semiconductor Manufacturing's advanced 2-nanometer process. Advanced manufacturing nodes can help chips deliver more computing performance while using less power per task. Since power and cooling are becoming critical bottlenecks in AI data centers, Venice may see solid demand in the coming years.
The Venice family of CPUs includes CPUs built for different needs, such as higher throughput, better power efficiency, and better performance. It also includes Verano, AMD's first EPYC CPU designed specifically for AI infrastructure. AI data centers will use different CPUs for general purpose computing, for supporting GPUs, and for agentic AI workloads.
AMD is well positioned to target these opportunities with a wider range of CPUs optimized for each use case. But AMD is not cheap. The stock trades at nearly 75 times forward earnings, leaving very little room for execution missteps.
Arm's CPU strategy Arm Holdings licenses CPU architecture and chip designs to companies that want to build power-efficient processors. Already a dominant presence in the smartphone market, Arm is now gaining traction in AI data centers as well. The company's fiscal 2026 (ending March 31, 2026) performance was also impressive. Revenue was up 23% year over year to $4.92 billion, comprising royalty revenue of $2.61 billion and licensing revenue of $2.31 billion.
Arm can benefit from licensing and royalty revenue as Amazon, Alphabet, Microsoft, Nvidia, and other companies use Arm-based CPUs in cloud and AI infrastructure. The company's Arm AGI CPU also gives it a more direct way to sell into AI data centers. The company's CPU compute share among top hyperscalers is now about 50%, helped by chips such as AWS Graviton, Google Axion, Microsoft Cobalt, and Nvidia Vera.
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Developed with Meta Platforms as the lead partner, Arm's AGI CPU is designed for agentic AI data centers. Arm claims that the chip offers better performance at lower capital costs than x86-based platforms.
Customer demand for the AGI CPU across fiscal 2027 and fiscal 2028 had exceeded $2 billion (as of May 6, 2026), more than double the amount discussed at its launch event in late March 2026. Arm says it has backing from more than 50 companies as it expands its compute platform from intellectual property and chip designs into finished chips.
However, Arm's new strategy also adds new risks. The company's traditional licensing model is asset-light and high-margin, but selling its own chips introduces supply chain risk, execution risk, and potential tension with partners that also build Arm-based chips.
Arm shares are also trading at a very rich valuation of nearly 179 times forward earnings. Hence, while Arm is a high-quality AI CPU platform player, investors are already paying heavily for that quality.
Both companies offer exposure to the AI CPU opportunity but in different ways. AMD is better suited for investors who want direct AI infrastructure exposure, since EPYC CPUs are already benefiting from rising demand in cloud, enterprise, and agentic AI, while also supporting AMD's broader GPU portfolio.
Arm is better suited for investors willing to pay a premium for a longer-term platform story where licensing, royalties, and the new AGI CPU could expand its role across hyperscaler AI data centers. Hence, AMD looks more attractive for investors focused on near-term AI CPU-powered revenue visibility and lower execution risk.
NEW YORK--(BUSINESS WIRE)--Urban Edge Properties (NYSE: UE) announced today that it will release its second quarter earnings prior to the market open on Friday, August 7, 2026. The Company will host an earnings conference call and audio webcast on August 7, 2026 at 8:30 AM ET.
All interested parties can access the earnings call by dialing 1-877-407-9716 (Toll Free) or 1-201-493-6779 (Toll/International) using conference ID 13760790 or by using the following link for instant telephone access to the event: Call Me. The call will also be webcast and available in listen-only mode at this link: UE Second Quarter 2026 Earnings Conference Call, or on the investors page of our website: www.uedge.com.
If you are unable to participate in the live call, a replay will be available at the webcast link above, or on the investors page of our website for one year following the conclusion of the call. A telephonic replay of the call will also be available starting Friday, August 7, 2026 at 11:30 AM ET through Friday, August 21, 2026 at 11:59 PM ET by dialing 1-844-512-2921 (Toll Free) or 1-412-317-6671 (Toll/International) using conference ID 13760790.
ABOUT URBAN EDGE PROPERTIES
Urban Edge Properties is a NYSE listed real estate investment trust focused on owning, managing, acquiring, developing, and redeveloping retail real estate in urban communities, primarily in the Washington, D.C. to Boston corridor. Urban Edge owns 74 properties totaling 17.3 million square feet of gross leasable area.
CHICAGO--(BUSINESS WIRE)--Equity Residential (NYSE: EQR) today announced that its Board of Trustees declared quarterly dividends on the Company’s common and preferred shares. A regular common share dividend for the second quarter of $0.7025 per share will be paid on July 10, 2026, to shareholders of record on June 29, 2026.
A quarterly dividend of $1.03625 per share will be paid on June 30, 2026, to shareholders of record on June 18, 2026 of the Company’s Series K Preferred Shares.
About Equity Residential
Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, owns and manages 312 properties consisting of 85,211 apartment units in dynamic metro areas across the U.S. with a primary concentration in major coastal markets, diversified by a targeted presence in the high-growth metro areas of Atlanta, Dallas/Austin and Denver. For more information on Equity Residential, please visit our website at www.equityapartments.com.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +24% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: HealthEquity (HQY - Free Report) Draper, UT-headquartered HealthEquity provides integrated solutions for healthcare account management, health reimbursement arrangement and flexible spending accounts for health plans, insurance companies and third-party administrators in the United States.
HQY is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. HQY has a Growth Style Score of A, forecasting year-over-year earnings growth of 17.8% for the current fiscal year.
Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.10 to $4.71 per share. HQY also boasts an average earnings surprise of +12%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, HQY should be on investors' short list.
Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.
While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends make up large portions of long-term returns, and in many cases, dividend contributions surpass one-third of total returns.
Headquartered in Greensboro, Tanger (SKT - Free Report) is a Finance stock that has seen a price change of 17.26% so far this year. The factory outlet mall operator is currently shelling out a dividend of $0.31 per share, with a dividend yield of 3.19%. This compares to the REIT and Equity Trust - Retail industry's yield of 3.77% and the S&P 500's yield of 1.43%.
Looking at dividend growth, the company's current annualized dividend of $1.25 is up 8.4% from last year. Over the last 5 years, Tanger has increased its dividend 4 times on a year-over-year basis for an average annual increase of 14.37%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Tanger's current payout ratio is 49%, meaning it paid out 49% of its trailing 12-month EPS as dividend.
SKT is expecting earnings to expand this fiscal year as well. The Zacks Consensus Estimate for 2026 is $2.48 per share, representing a year-over-year earnings growth rate of 6.44%.
Investors like dividends for many reasons; they greatly improve stock investing profits, decrease overall portfolio risk, and carry tax advantages, among others. But, not every company offers a quarterly payout.
High-growth firms or tech start-ups, for example, rarely provide their shareholders a dividend, while larger, more established companies that have more secure profits are often seen as the best dividend options. Income investors must be conscious of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, SKT is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).
Surgery Partners (SGRY - Free Report) closed the last trading session at $14.23, gaining 5.5% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $17.95 indicates a 26.1% upside potential.
The mean estimate comprises 11 short-term price targets with a standard deviation of $2.9. While the lowest estimate of $14.00 indicates a 1.6% decline from the current price level, the most optimistic analyst expects the stock to surge 68.7% to reach $24.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.
However, an impressive consensus price target is not the only factor that indicates a potential upside in SGRY. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why SGRY Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current year, one estimate has moved higher over the last 30 days compared to no negative revision. As a result, the Zacks Consensus Estimate has increased 44.1%.
Moreover, SGRY currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much SGRY could gain, the direction of price movement it implies does appear to be a good guide.
Disc Medicine (IRON) offers a differentiated hematology platform with late-stage assets, robust cash reserves, and a clear regulatory path for bitopertin. APOLLO Phase 3 trial for bitopertin in EPP/XLP is fully enrolled; data expected Q4 2026, with FDA approval decision anticipated by mid-2027. Disc's $730M cash runway extends through 2029, supporting multiple pivotal readouts without near-term dilution risk.
Collaboration supports Charles River’s strategic goals to build deeper client relationships to further modernize R&D through innovative technologies
WILMINGTON, Mass.--(BUSINESS WIRE)--Charles River Laboratories International, Inc. (NYSE: CRL) announced a collaboration with Lilly TuneLab, a collaborative AI/ML drug discovery platform created by Eli Lilly and Company (Lilly).
"The combination of Charles River’s decades-long expertise in nonclinical testing with TuneLab’s innovative AI/ML models will support the accelerated development of innovative therapeutics."
Share TuneLab was created to accelerate biotech innovation by enabling participating companies to access AI/ML drug discovery models trained on decades of Lilly's proprietary research data, in exchange for data contributions that improve model performance through federated learning. Participating companies may use the TuneLab prediction models to more rapidly down-select candidate molecules. Through this collaboration, Charles River will provide nonclinical testing services to TuneLab companies.
“The combination of Charles River’s decades-long expertise in nonclinical testing with TuneLab’s innovative AI/ML models will support the accelerated development of innovative therapeutics,” said Dr. Namandjé N. Bumpus, Chief Science and Innovation Officer, Charles River. “TuneLab’s collaborative AI platform democratizes access to pharma-grade tools, relieving a substantial resource burden for biotechs. By layering in Charles River’s industry-leading hands-on research experience, TuneLab participants have access to additional validation that supports discovery decision-making.”
Standardizing protocols with nonclinical testing across the TuneLab ecosystem should enable the AI/ML models to learn more efficiently from the ongoing contributions, improving the models further and increasing the efficiency of the TuneLab platform.
Lilly TuneLab is part of Lilly Catalyze360, alongside Lilly Ventures, Lilly Gateway Labs, and Lilly ExploR&D, which together support biotech innovation by providing access to strategic capital, lab space and technology, and research and development capabilities.
Charles River remains committed to advancing the validation and acceptance of new approach methodologies (NAMs), including through its Alternative Methods Advancement Project™ (AMAP™) initiative. Together with clients, regulators, and industry, NAMs provide a foundation for a future where more patients gain access to life-saving treatments—safely, swiftly, and with reduced reliance on animal use in research where scientifically appropriate.
About the Alternative Methods Advancement Project (AMAP)
The Alternative Methods Advancement Project (AMAP) is a Charles River-led initiative dedicated to developing New Approach Methodologies (NAMs) and exploring innovative scientific and technological solutions aimed at reducing reliance on traditional animal testing. As we enter the next frontier of drug development, AMAP enables strategic, purpose-driven investment to shape a future in which more patients can access the treatments and medicines they need safely, swiftly, and successfully. AMAP is supported by our global, cross-functional Scientific Advisory Board led by Dr. Namandjé N. Bumpus.
About Charles River
Charles River provides essential products and services to help pharmaceutical and biotechnology companies, government agencies and leading academic institutions around the globe accelerate their research and drug development efforts. Our dedicated employees are focused on providing clients with exactly what they need to improve and expedite the discovery, early-stage development and safe manufacture of new therapies for the patients who need them. To learn more about our unique portfolio and breadth of services, visit www.criver.com.
More News From Charles River Laboratories International, Inc.
SummaryCompaniesKSL bought Invited Clubs for roughly $3 billion, confirming a previous Reuters reportReuters data shows golf and private club deal value hit a decade high this yearInvited's annual EBITDA more than doubled during Apollo ownership, source saysNEW YORK, June 16 (Reuters) - A post-COVID surge in U.S. golf-club memberships is leading to big deals for private-club operators that cater to the affluent, evidenced in Apollo Global Management's (APO.N), opens new tab sale last week of the largest private country-club operator in North America.
Known for running marquee golf clubs like Firestone Country Club in Akron, Ohio, and TPC Craig Ranch in McKinney, Texas, Invited Clubs announced its sale to KSL Capital Partners, confirming a previous Reuters report about the roughly $3 billion deal, including debt.
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"Post-COVID, there is obviously just a lot more focus on this FOMO or YOLO mentality, the shift of spending money on experiences more than things is never more prevalent than your country club membership for your entire family," said Daniel Cohen, a partner at Apollo, referring to the "fear of missing out" and "you only live once" mentality. Apollo bought Invited nearly a decade ago.
M&A volume, as measured by the size of the deals, for golf and private membership clubs hit its highest level in at least a decade this year, according to data compiled by Reuters.
PRIVACY DRIVES PREMIUM PRICINGPrivate-club memberships can run into the tens of thousands of dollars a year, with some charging initiation fees of $100,000 or more. Members are not paying those fees for the amenities alone; the privacy and exclusivity are often worth just as much to the ultra-wealthy. The average net worth of Invited's roughly 140,000 memberships is around $3 million, according to a source familiar with the company.
Soho House, for instance, went private this year in a $2.7 billion deal by a group including MCR Hotels and Apollo, after struggling to turn a profit and losing an air of exclusivity as a public company that increased memberships significantly and reported quarterly results.
Concert Golf, which operates 39 clubs across the U.S., was bought by Bain Capital for more than $1.3 billion, including debt, last year. KKR (KKR.N), opens new tab is exploring a sale of The Bay Club Company, a chain of West Coast membership clubs with amenities from spa services to golf courses, Reuters reported in May.
EXPERIENCE SPENDING FUELS GOLF BOOMGolf was on the decline before the pandemic due to an aging demographic, but it gained new players who saw it as the perfect socially distanced sport — and those new enthusiasts have stuck with it. Entertainment chain Topgolf, which was valued at $1.1 billion after Leonard Green & Partners bought a majority stake this year, also helped introduce younger players to the sport.
Players spent 37% more at golf courses last year than they did on average before the pandemic, trailing only the cruise industry and ahead of other leisure activities such as theme parks and boating, according to Bank of America aggregated debit and credit card data.
"The experience economy is alive and well, and we see golf as a key beneficiary of this trend," said the bank's report, issued in March.
Apollo's sale of Invited Clubs, which has over 150 properties, to KSL is the biggest private-club deal so far this year.
KSL previously owned the company, formerly known as ClubCorp, from 2006 to 2013, buying it for $1.8 billion before taking it public seven years later. Apollo took Invited private in 2017 for an enterprise value of $2.2 billion, including debt. Then, the pandemic hit and it had to cancel all weddings and other large events.
MEMBERSHIPS PROVE RESILIENTGolf club membership revenue tends to be sticky, Cohen said, meaning it provides reliable, recurring income streams that customers rarely cancel.
"A lot of people who belong to country clubs, this is your entire social life," he added. Even Invited's Texas club memberships did not falter when the oil market collapsed in the mid-2010s, as some had feared in light of the state's poor economic health, he said.
This phenomenon also held true during the pandemic. Invited's golf memberships grew from 2019 to 2021. The company also turned some of its tennis courts into pickleball courts and bought hundreds of outdoor heaters in March 2020.
"By the time the fall came, when the virus was obviously still everywhere, the clubs were able to reopen and have a lot of outdoor activity," Cohen said.
Apollo prepared Invited Clubs for another public listing, Reuters reported in December, but still shopped the asset around. Invited's annual operating earnings had more than doubled to over $350 million, not including divested clubs and businesses, under Apollo's ownership, the source familiar with the company said.
And in a rare move, Invited's previous owner, KSL, came back to buy it.
KSL declined to comment for this article.
An Invited Clubs spokesperson said: "As we move forward with KSL Capital Partners, we remain focused on executing our growth strategy, investing in our clubs and member experience, and creating long-term value for our members, employees, and communities."
Reporting by Abigail Summerville in New York; Editing by Dawn Kopecki and Matthew Lewis
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Abigail is on the M&A team and writes about consumer and retail deals. She joined Reuters in 2022 from Debtwire where she covered leveraged finance and the primary debt market for three years. Previously, her work has appeared in the Wall Street Journal, CNBC and the Boston Business Journal. She majored in business journalism at Washington and Lee University.
People walk around the Financial District near the New York Stock Exchange (NYSE) in New York, U.S., December 29, 2023. REUTERS/Eduardo Munoz Purchase Licensing Rights, opens new tab
CompaniesJune 17 (Reuters) - The wealth division of Morningstar (MORN.O), opens new tab has teamed up with Apollo Global Management (APO.N), opens new tab, Franklin Templeton (BEN.N), opens new tab and J.P. Morgan Asset Management to launch a suite of portfolios that will give retail investors exposure to both private and public markets.
Here are some details:
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Initial models will include exposure to private credit and real estate through interval funds, with those funds representing roughly 12% to 20% of the models' allocation, Morningstar said on Wednesday.
The portfolios, set to launch later this year, will be designed with exchange-traded funds and interval funds to make private markets accessible for individual investor portfolios.
The move comes as Wall Street firms increasingly focus on broadening access to private markets, which historically have been limited to institutional investors and ultra high-net-worth individuals.
"When I think about why private markets matter now more than ever, it’s not just access but also focus on the long-term in a short-term world. We are living in an environment of persistent inflation and structural uncertainty," Franklin Templeton CEO Jenny Johnson said.
Morningstar's public/private select series will include six risk-based portfolios, ranging from capital preservation to aggressive growth.
Reporting by Arasu Kannagi Basil in Bengaluru; Editing by Tasim Zahid
Our Standards: The Thomson Reuters Trust Principles., opens new tab
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “our,” or the “Company”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, announced that yesterday, on June 15, 2026, it priced its offering of $1 billion in aggregate principal amount of 5.950% green senior unsecured notes due 2033 (the “Notes”). At issuance, the Notes will be guaranteed by Hannon Armstrong Sustainable Infrastructure, L.P., Hannon Armstrong Capital, LLC, HAT Holdings I LLC, HAT Holdings II LLC, HAC Holdings I LLC and HAC Holdings II LLC. The settlement of the Notes is expected to occur on June 24, 2026, subject to customary closing conditions. The Notes will have certain registration rights.
The Company estimates that the net proceeds from the offering of the Notes will be approximately $987 million, after deducting the initial purchasers’ discount and estimated offering expenses. The Company intends to utilize the net proceeds from the offering of the Notes to (i) temporarily repay a portion of the outstanding borrowings under the Company’s unsecured revolving credit facility or (ii) temporarily repay a portion of the outstanding borrowings under the Company’s commercial paper programs. The Company will use cash equal to the net proceeds from the offering to acquire, invest in or refinance, in whole or in part, new and/or existing eligible green projects. These eligible green projects may include projects with disbursements made during the twelve months preceding the issue date of this offering and projects with disbursements to be made within two years following the issue date. Prior to the full investment of an amount equal to such net proceeds in such eligible green projects, we intend to apply the net proceeds as set forth above and to invest any remaining net proceeds in interest-bearing accounts and short-term, interest-bearing securities.
The Notes and the related guarantees are being offered only to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and non-U.S. persons outside the United States pursuant to Regulation S under the Securities Act. The Notes and the related guarantees have not been registered under the Securities Act or any state securities laws and may not be offered or sold in the United States absent an effective registration statement or an applicable exemption from the registration requirements of the Securities Act or any state securities laws.
This press release shall not constitute an offer to sell, or the solicitation of an offer to buy, these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
About HASI
HASI (NYSE: HASI) is an investor in sustainable infrastructure assets advancing the energy transition. With more than $16 billion in managed assets, HASI’s investments are diversified across multiple asset classes, including utility-scale solar, storage, and onshore wind; distributed solar and storage; RNG; and energy efficiency. HASI combines deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits.
Forward-Looking Statements
Some of the information in this press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. When used in this press release, words such as “believe,” “expect,” “anticipate,” “estimate,” “plan,” “continue,” “intend,” “should,” “may,” “target,” or similar expressions are intended to identify such forward-looking statements. Forward-looking statements are subject to significant risks and uncertainties. Investors are cautioned against placing undue reliance on such statements. Actual results may differ materially from those set forth in the forward-looking statements. Factors that could cause actual results to differ materially from those described in the forward-looking statements include those discussed under the caption “Risk Factors” included in the Company’s Annual Report on Form 10-K (as supplemented by our Form 10-K/A) for the Company’s fiscal year ended December 31, 2025, which were filed with the U.S. Securities and Exchange Commission (“SEC”), as well as in other reports that the Company files with the SEC.
Forward-looking statements are based on beliefs, assumptions and expectations as of the date of this press release. The Company disclaims any obligation to publicly release the results of any revisions to these forward-looking statements reflecting new estimates, events or circumstances after the date of this press release.
More News From HA Sustainable Infrastructure Capital, Inc.
Key Takeaways HASI raised adjusted recurring net investment income 29% to $101 million in first-quarter 2026.HASI grew fee-generating assets about 130% to $1.1 billion and kept a pipeline above $6.5 billion.HASI's average interest rate rose to 6.1%, while policy uncertainty may delay projects. HA Sustainable Infrastructure Capital, Inc. (HASI - Free Report) sits at the intersection of energy transition finance, contracted infrastructure cash flows and third-party capital management.
The company’s recent results show how the model is shifting. HASI is leaning more on recurring investment and fee income, while still navigating higher funding costs and renewable policy uncertainty.
HASI and the Recurring Income ShiftAdjusted recurring net investment income rose 29% year over year to $101 million in the first quarter of 2026. Fee-generating assets increased about 130% to $1.1 billion.
That mix points to a more predictable earnings base. Gains on sale can still contribute, but recurring interest, retained-interest income and management fees give investors a steadier way to evaluate the platform’s earning power.
Clearway Energy, Inc. (CWEN - Free Report) provides one of the closest sector comparisons to HASI, given its ownership of long-term contracted renewable power and storage assets that generate predictable cash flows. Brookfield Renewable Partners L.P. (BEP - Free Report) also provides a useful sector comparison because it operates a large publicly traded renewable power and decarbonization platform across hydroelectric, wind, solar, distributed energy and sustainable solutions.
HA Sustainable and Clean Energy DemandHASI’s pipeline remained above $6.5 billion at the end of the first quarter. The company cited particular strength in grid-connected preferred equity for solar, a sign that project-level capital demand remains active.
Management expects $2-$3 billion of transactions in 2026. That outlook supports the view that clean energy financing remains an investable market, especially for assets with contracted cash flows and established counterparties.
The pipeline also reflects demand across multiple end markets rather than one technology category. Grid-connected projects, Behind-the-Meter assets and Fuels, Transport and Nature investments give HASI several channels for originations.
Why HASI Funding Discipline MattersEnergy transition finance is not just about asset demand. Capital costs increasingly shape returns, especially for specialty finance companies that rely on debt markets, securitizations, co-investments and equity capital.
HASI’s weighted-average interest rate increased from 5.8% in 2025 to 6.1% in the first quarter of 2026. That makes disciplined origination more important because investment yields must remain high enough to protect margins.
The company has been originating investments at yields above 10.5%. Maintaining that level is critical in a higher-cost funding environment, particularly if deployment timing slows or competition changes project economics.
HA Sustainable Faces Policy CrosscurrentsPolicy remains a direct variable for HASI and the broader renewable financing market. Uncertainty around Foreign Entity of Concern rules and technology-neutral tax credits could affect tax equity financing and credit transfers.
Those issues may delay project closings or alter expected returns. For HASI, the risk is less about a single quarter and more about the timing of converting pipeline opportunities into earning assets.
This is an industrywide crosscurrent. Developers need policy clarity, financing partners need dependable project economics and investors need confidence that capital deployment will translate into stable earnings.
What HASI Scores Signal on TrendsHASI’s trend exposure is attractive, but the stock’s screen is not uniformly favorable. The company benefits from recurring income growth and demand for sustainable infrastructure financing, yet funding costs and policy uncertainty keep the near-term outlook more balanced.
The stock currently carries a Zacks Rank #3 (Hold). That suggests investors may need clearer near-term estimate momentum before becoming more constructive on the shares. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for 2026 and 2027 earnings has moved higher over the past month. Management also expects 2028 adjusted EPS of $3.50-$3.60, supporting the view that portfolio growth and recurring fee income can keep earnings moving higher.
Earnings Estimate Revision
Image Source: Zacks Investment Research
The Style Scores show the same split. HASI’s Growth Score of B fits the long-run transition finance and earnings expansion story. Its Value Score of D, Momentum Score of F and VGM Score of D point to weaker broad factor support today, reinforcing a measured stance rather than an outright bullish call.
Over the past six months, HASI shares have gained 17.5%, against the industry’s 14.5% decline.
6-Month Price Performance
Image Source: Zacks Investment Research
Key Takeaways HASI manages $16.4B in sustainable assets spanning solar, storage and restoration.HASI deployed capital above 10.5% for eight straight quarters, lifting portfolio yield to 9.2%.HASI faces rising funding costs, fast-growing expenses and policy uncertainty on tax credits. HA Sustainable Infrastructure Capital, Inc. (HASI - Free Report) offers investors exposure to income-generating sustainable infrastructure tied to solar, storage, efficiency, renewable natural gas, transportation and ecological restoration.
The investment case rests on a balance. Higher portfolio yields and growing recurring income support earnings durability, while expenses, funding costs and renewable policy uncertainty remain key offsets.
How HASI Makes MoneyHA Sustainable is a specialty finance company that invests in sustainable infrastructure assets backed by long-term contracted cash flows. Its portfolio includes equity interests, joint venture interests, receivables, securities, real estate and other financing structures.
The company funds assets through secured and unsecured debt, securitizations, co-investments and equity capital. Its three primary end markets — Behind-the-Meter, Grid-Connected, and Fuels, Transport and Nature — shape origination activity and portfolio mix.
Behind-the-Meter covers distributed solar, storage and efficiency assets for residential, commercial, industrial and community customers. Grid-Connected includes utility-scale renewable energy and storage projects backed by offtake agreements. Fuels, Transport and Nature includes renewable natural gas, fleet decarbonization and ecological restoration.
HA Sustainable Portfolio Growth DriversAs of March 31, 2026, HA Sustainable had managed assets of $16.4 billion, including balance-sheet holdings, fee-generating co-investment assets and assets in securitization trusts. Its on-balance-sheet portfolio totaled $7.6 billion.
That portfolio included $3.8 billion of Behind-the-Meter assets and $2.6 billion of Grid-Connected assets, with the remainder in Fuels, Transport and Nature. This diversification gives HASI exposure to multiple established clean energy markets rather than a single technology cycle.
Clearway Energy, Inc. (CWEN - Free Report) provides one of the closest sector comparisons to HASI, given its ownership of long-term contracted renewable power and storage assets that generate predictable cash flows. Brookfield Renewable Partners L.P. (BEP - Free Report) also provides a useful sector comparison because it operates a large publicly traded renewable power and decarbonization platform across hydroelectric, wind, solar, distributed energy and sustainable solutions.
Why HASI Yield Expansion MattersHA Sustainable has deployed capital at yields exceeding 10.5% for eight straight quarters through the first quarter of 2026. That discipline has lifted the portfolio yield to 9.2%.
The higher yield base matters because recurring earnings are becoming a larger part of the model. In the first quarter of 2026, adjusted recurring net investment income rose 29% year over year to $101 million, while fee-generating assets increased about 130% to $1.1 billion.
Management’s long-term targets do not rely on additional spread compression. That distinction is important in a funding-sensitive business because earnings growth depends more on disciplined origination, portfolio expansion and recurring income than on a favorable rate move alone.
HA Sustainable Risks to WatchExpenses remain a pressure point. Total expenses recorded a compound annual growth rate of 21.7% between 2021 and 2025, reflecting investments in personnel, platform capabilities and third-party capital management initiatives.
Expense Trend
Image Source: Zacks Investment Research
Funding costs are another issue. HA Sustainable’s weighted-average interest rate increased from 5.8% in 2025 to 6.1% in the first quarter of 2026. The company has used fixed-rate borrowings, hedging and a well-laddered maturity profile, but higher borrowing costs still raise the bar for investment yields.
Policy uncertainty also bears watching. Uncertainty tied to Foreign Entity of Concern rules and technology-neutral tax credits could affect tax equity financing, credit transfers, project closings and returns. For a company with tax-advantaged structured equity exposure, prolonged uncertainty could delay deployment from its more than $6.5-billion pipeline.
What HASI Ratings Say NowThe bottom line is that HASI’s outlook is neither one-sided nor static. Higher yields, liquidity and recurring income support the earnings case, but elevated costs, funding pressure and policy uncertainty keep the near-term setup balanced.
The stock currently carries a Zacks Rank #3 (Hold). That rank aligns with a measured near-term view, suggesting investors may want to see continued execution before assigning the stock a more favorable short-term profile. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Style Scores also show a split picture. HASI has a Growth Score of B, but its Value Score of D, Momentum Score of F and VGM Score of D point to weaker broad factor support. For now, the stock’s appeal depends more on portfolio execution, earnings durability and capital discipline than on across-the-board style strength.
Over the past six months, HASI shares have gained 17.5%, against the industry’s 14.5% decline.
6-Month Price Performance
Image Source: Zacks Investment Research
Key Takeaways HASI shares gained 18.9% in six months and 50.4% in the past year.HASI posted 1Q26 adjusted EPS of 77 cents, up 20%, as recurring income climbed 29%.HASI offers a 4.5% yield, but higher debt and funding costs remain risks. HA Sustainable Infrastructure Capital, Inc. (HASI - Free Report) has rallied sharply, with shares up 18.9% in the past six months and 50.4% over the past year.
The buying case rests on recurring earnings growth and higher yields. The caution case centers on valuation, funding costs and whether the company can keep converting its pipeline into profitable earning assets.
Why HASI Bulls See More UpsideHASI’s first-quarter adjusted earnings of 77 cents per share rose 20% year over year and beat the Zacks Consensus Estimate of 68 cents. Adjusted recurring net investment income increased 29% to $101 million, giving bulls a clearer earnings-quality argument.
The Zacks Consensus Estimate for 2026 and 2027 earnings has moved higher over the past month. Management also expects 2028 adjusted EPS of $3.50-$3.60, supporting the view that portfolio growth and recurring fee income can keep earnings moving higher.
Earnings Estimate Revision
Image Source: Zacks Investment Research
HA Sustainable Valuation in ContextHASI trades at 12.35X forward 12-month earnings. That is above the Zacks sub-industry’s 10.11X but below the Zacks Finance sector’s 16.37X and the S&P 500’s 21.65X.
P/E F12M
Image Source: Zacks Investment Research
That split matters. The earnings multiple does not look demanding relative to the broader market, but price/book and price/cash flow ratios are above industry averages, leaving less room for execution missteps.
Apollo Global Management Inc. (APO - Free Report) and Ares Management Corporation (ARES - Free Report) are comparison points in the broader financial-services peer set. Investors weighing HASI’s valuation may compare its yield-driven specialty finance model with other capital-allocation businesses, even though its sustainable infrastructure focus is distinct.
What Could Limit HASI ReturnsThe bear case starts with funding costs. HASI’s weighted-average interest rate increased from 5.8% in 2025 to 6.1% in the first quarter of 2026, reflecting higher-cost hybrid securities and redemption-related expenses.
Higher borrowing costs mean HASI needs to keep originating investments at attractive yields above 10.5% to protect profitability. If yields moderate or deployment slows, margin pressure could make targeted returns harder to achieve.
Debt also limits flexibility. Higher debt obligations could reduce the company’s ability to maneuver if capital markets become less favorable or if policy uncertainty slows project closings.
HA Sustainable Dividend and Balance SheetHASI adds an income component with a quarterly dividend of 42.5 cents per share. The indicated dividend yield is about 4.5%, giving investors a payout while they wait for earnings growth to develop.
The balance sheet cuts both ways. HASI had $5.4 billion of debt outstanding as of March 31, 2026, but also maintained $2.3 billion of available liquidity. That frames the stock as an income-plus-execution story rather than a simple value play.
Liquidity supports debt servicing and portfolio growth. Still, the company must keep matching capital deployment with attractive spreads to justify the recent stock move.
How HASI Screens on ZacksThe bottom line is mixed. HASI has earnings momentum, a sizable pipeline and a dividend yield that may appeal to income-focused investors, but valuation and funding costs argue against chasing the stock without a margin of safety.
The stock currently carries a Zacks Rank #3 (Hold). That rank supports a balanced near-term stance rather than an outright bullish call after strong gains. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Style Scores reinforce that view. HASI’s Growth Score of B fits the earnings expansion narrative, but its Value Score of D, Momentum Score of F and VGM Score of D show weaker factor support across the broader scorecard. For now, the setup favors investors who are comfortable betting on execution and recurring earnings durability, not those looking for a clean value or momentum screen.
Key Takeaways MAA gained 8.5% in three months, aided by Sun Belt renter demand and 95.5% occupancy in Q1 2026.MAA had six projects under construction totaling 1,788 units, with $234.2M left to fund.MAA completed 1,386 upgrades in Q1 2026, driving $104 higher rents and about 17% returns. Shares of Mid-America Apartment (MAA - Free Report) , which is commonly known as MAA, have rallied 8.5% over the past three months, outperforming the industry's growth of 3.9%.
MAA is supported by a diversified Sun Belt footprint and housing affordability that continues to favor renting. The company is balancing capital across development, redevelopment, technology investments and share repurchases. The balance sheet remains investment grade with ample liquidity to fund starts and lease-ups over time.
This residential real estate investment trust (REIT) carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for its 2026 FFO per share is now pegged at $8.50.
Image Source: Zacks Investment Research
Factors Behind MAA’s Stock Price Surge: Will the Trend Last?MAA maintains a diversified apartment portfolio across the Southeast, Southwest and Mid-Atlantic, with a mix of urban and suburban assets. Longer-term in-migration and job growth in many of these Sun Belt markets, along with the high cost of home ownership, continue to support renter demand. In the first quarter of 2026, MAA’s same-store portfolio sustained average physical occupancy of 95.5%. Management expects deliveries to decline through 2026, which should support better seasonal new-lease pricing as the year progresses.
With acquisition cap rates for high-quality properties still around the mid-4% range in MAA’s footprint, external growth remains skewed to development and controlled land. As of March 31, 2026, MAA had six development communities under construction totaling 1,788 units, with $388.3 million of costs incurred and $234.2 million remaining to be funded.
MAA continues to invest in interior unit upgrades, amenity repositioning and technology programs to expand margins and grow NOI from the existing portfolio. In the first quarter of 2026, it completed 1,386 interior upgrades and achieved average rent increases of $104 versus non-upgraded units, a cash-on-cash return near 17%. In repositioning, the company has repriced six projects, with average NOI yields above 10%, and five additional projects are nearing completion, with repricing expected between May and August. On technology front, the WiFi retrofit initiative has expanded to 27 live properties and is expected to roll out to more than 35 additional properties in 2026.
MAA enjoys a solid balance sheet, with low leverage and ample availability under its revolving credit facility. As of March 31, 2026, MAA had $839.2 million of combined cash and available capacity under its unsecured revolving credit facility. It also has a low net debt/adjusted EBITDAre ratio of 4.5. Its outstanding debt has an average maturity of 6.1 years at an effective rate of 3.9% as of March 31, 2026. MAA also repurchased about 0.6 million shares for around $73 million, reflecting the ability to act when the public market value of the existing portfolio is more attractive than private market transactions. Hence, the company is well-positioned to bank on growth scopes.
Solid dividend payouts are arguably the biggest enticements for REIT shareholders, and MAA remains committed to that. In the past five years, MAA has increased its dividend seven times, and its five-year annualized dividend growth rate is 10.25%. Backed by healthy operating fundamentals, we expect its dividend distribution to be sustainable in the upcoming period.
Key Challenges to Weigh Before Investing in MAA StockSupply-heavy markets and concessions may cap near-term pricing. Development lease-up execution and variable-rate debt can lift interest costs for Mid-America Apartment.
Stocks to ConsiderSome better-ranked stocks from the broader REIT sector are Vornado Realty Trust (VNO - Free Report) and W.P. Carey (WPC - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for VNO’s 2026 FFO per share has been revised upward by a cent to $2.34 over the past month.
The consensus estimate for WPC’s 2026 FFO per share has been raised northward 1.3% over the past two months to $5.28.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.
Key Takeaways Ralph Lauren's retail comparable sales rose 17% in Q4, accelerating from the prior quarter.North America comps gained 16%, Asia rose 25% and Europe increased 5% despite tough comparisons.Marketing activations and digital gains helped add 1.4 million new direct-to-consumer customers. Ralph Lauren Corporation’s (RL - Free Report) retail business continued its momentum in fourth-quarter fiscal 2026, highlighting the strength of its brand elevation strategy and growing consumer appeal across key markets. The company has been steadily shifting toward higher-quality sales, attracting younger and less price-sensitive consumers while enhancing full-price selling. These efforts, combined with strong marketing activations and expanding digital capabilities, helped drive broad-based momentum across regions and channels.
The numbers tell a compelling story. Total company retail comparable sales rose 17% in the fourth quarter, accelerating from the prior quarter and building on a strong 13% increase in the year-ago period. North America retail comps jumped 16%, led by a 21% rise in digital comps, while Asia retail comps climbed 25% and Europe retail comps increased 5% despite tough comparisons. Direct-to-consumer revenues remained a key growth driver, with North America DTC sales advancing 14%, while Asia revenues climbed 28% and China sales surged more than 50% year over year.
Several factors fueled this retail acceleration. Ralph Lauren’s high-impact marketing campaigns, including Team USA’s Winter Olympics partnership, fashion presentations in New York, Milan and Paris, and Lunar New Year activations across Asia, strengthened brand engagement and customer acquisition. The company added 1.4 million new direct-to-consumer customers during the quarter, marking a low double-digit increase from the prior year. Continued gains in luxury perception, brand relevance and social media engagement further supported traffic and conversion across stores and digital channels.
Looking ahead, Ralph Lauren appears well positioned to sustain healthy retail momentum. Management remains focused on expanding its key city ecosystem strategy, enhancing customer experiences through AI-enabled tools and driving growth in high-potential categories such as women’s apparel, outerwear and handbags. While macroeconomic uncertainty persists in certain regions, the company’s resilient consumer base, strong brand equity and diversified growth drivers suggest that retail performance should remain a key contributor to growth in fiscal 2027.
RL’s Price Performance, Valuation & EstimatesRalph Lauren’s shares have gained 19.1% in the past three months compared with the industry’s 0.1% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, RL trades at a forward price-to-earnings ratio of 21.70X compared with the industry’s average of 15.35X.
Image Source: Zacks Investment Research
Ralph Lauren currently carries a Zacks Rank #2 (Buy).
Other Key Picks in the Consumer Discretionary SpaceColumbia Sportswear Company (COLM - Free Report) , which is a marketer and distributor of outdoor and active lifestyle apparel, footwear, accessories and equipment, currently sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for COLM’s current financial-year sales is expected to rise 2.6% from the corresponding year-ago reported figure. COLM delivered a trailing four-quarter earnings surprise of 44.1%, on average.
Superior Group of Companies, Inc. (SGC - Free Report) produces, manufactures and sells promotional products and branded uniforms, and healthcare apparel and accessories in the United States and internationally. At present, SGC carries a Zacks Rank of 2.
The Zacks Consensus Estimate for current fiscal-year sales and earnings implies growth of 2% and 28.3%, respectively, from the year-ago reported figures. SGC delivered a trailing four-quarter negative earnings surprise of 81.9%, on average.
Carter’s, Inc. (CRI - Free Report) designs, sources and markets branded children's wear in the United States and internationally. At present, CRI has a Zacks Rank of 2.
The Zacks Consensus Estimate for current fiscal-year sales implies growth of 4.9%, and the same for earnings implies a decline of 10.9% from the year-ago figures. CRI delivered a trailing four-quarter negative earnings surprise of 100.8%, on average.
CAMBRIDGE, Mass., June 18, 2026 (GLOBE NEWSWIRE) -- ReversingLabs (RL), the trusted name in file and software security, today announced it has been named a Visionary in the 2026 Gartner Magic Quadrant for Software Supply Chain Security. Pioneering the category since 2021, ReversingLabs is one of 18 vendors to be recognized in the Gartner inaugural research.
As the scope and scale of software supply chain attacks multiply, ReversingLabs finds malicious code, tampered components, and hidden risks in open-source, and commercial software packages. Through these discoveries, the company helps software producers identify issues before release, and enterprise software consumers find threats before software deployment or updates.
Key Highlights
ReversingLabs has been recognized as a Visionary in the Gartner® Magic Quadrant™ for Software Supply Chain Security. This recognition is based on our Ability to Execute and Completeness of Vision.In our opinion, this positioning reflects ReversingLabs’ on-going innovation and forward-thinking product strategy.Spectra Assure earned consistently high marks from ReversingLabs’ customers on Gartner Peer Insights™.
“The Gartner recognition, we feel, reflects our ongoing collaboration with customers, partners, and industry experts to define what modern software supply chain security looks like," said Mario Vuksan, CEO and Co-founder of ReversingLabs. "Their shared experiences and feedback have played a significant role in shaping both the market and our platform – and will continue to drive how we adapt to the evolving challenges of securing complex software supply chains.”
A New Era for Software Supply Chain Security
In ReversingLabs view, the Gartner new Magic Quadrant for Software Supply Chain Security reflects the growing demand for software supply chain security as a strategic discipline for both software providers and enterprise software consumers. The team at ReversingLabs believes the company’s inclusion in the report acknowledges its continued innovation and execution in empowering organizations to build and buy safe software.
ReversingLabs Spectra Assure® solutions deliver value for:
Software producers looking to safeguard customers from supply chain attacks and demonstrate quality improvements with a rigorous and verifiable set of software safety checks.Enterprise software consumers looking to secure software onboarding processes with automated pre-deployment evaluations to accelerate approvals while enforcing internal policies. The Complete Approach to Software Supply Chain Security
The ReversingLabs platform brings together three capabilities organizations need to protect against software supply chain attacks and accelerate third-party software approvals while enforcing internal policies. These include:
Complete Visibility Into the Final Artifact: Spectra Assure analyzes software in the form it is actually shipped to market (binary, package, container, or model), enabling both enterprise software consumers and producers to manage third-party software risk. It also uncovers threats and risks that only appear in compiled outputs by recursive inspection of embedded files, dependencies, and layers. For open-source ecosystems, active harvesting and continuous reprocessing of 6M+ packages across popular registries provides community-specific behavioral context that separates signal from noise.
Multi-Layered Threat Detection: Instead of discrete malware signatures, Spectra Assure uses continually tuned threat-hunting policies and predictive ML models to detect both known attacks (e.g. Shai-hulud) and novel attacks. Large-scale analysis of open-source ecosystems adds behavioral context to OSS malware detection, separating signal from noise. When an automated detection requires confirmation, ReversingLabs’ malware analysts close the loop, providing human-verified intelligence.
Continuous Monitoring and Improvement: Spectra Assure tracks security over time using SAFE Levels, a tiered benchmarking system with clear, measurable milestones for progressively improving software quality with every release. The "Share Report" feature fosters transparency between enterprise software consumers and producers, ensuring detected risks and threats are communicated, while built-in differential analysis verifies improvements with each new version without introducing new risks.
Available Resources
For additional insights on the evolution of software supply chain security, read our blog here.To find out more about Spectra Assure visit https://www.reversinglabs.com/products/spectra-assureVisit ReversingLabs Spectra Assure Community, a free-to-use platform where software developers, DevOps engineers, and IT security specialists can check the security status of widely distributed developer tools and open source software packages from the most popular communities.
Gartner, Magic Quadrant™ for Software Supply Chain Security, Aaron Lord, Jason Gross, Johnny Walters, June 22, 2026
Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates. Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.
FAQ
Why was ReversingLabs recognized in the 2026 Gartner® Magic Quadrant™ for Software Supply Chain Security?
ReversingLabs has been recognized as a Visionary in the Gartner® Magic Quadrant™ for Software Supply Chain Security. This recognition is based on our Ability to Execute and Completeness of Vision. In our opinion, this positioning reflects ReversingLabs’:
On-going innovation that offers CISOs, procurement teams, and compliance officers a preventative control, SBOM generation, and other features for managing risk from commercial and third-party software.Forward thinking product strategy, such as integrating with AI-assisted software engineering workflows to build safe software and provide transparency into AI models and services within software. How does ReversingLabs help organizations defend against software supply chain attacks?
As the scope and scale of software supply chain attacks multiply, ReversingLabs finds malicious code, tampered components, and hidden risks in open-source, and commercial software packages. Through these discoveries, the company helps software producers identify issues before release, and enterprise software consumers find threats before software deployment or updates.
What makes the ReversingLabs software supply chain security solution unique?
What makes ReversingLabs unique is its ability to analyze software the way attackers see it — as a binary, not source code — giving organizations the only independent, source-code-free view of whether the software they ship or deploy has been compromised.
Related Links
Blog: Gartner® CISO Playbook for Commercial SSCS: 3 key insights
Webinar: Why Binary Analysis Is Now a Must-Have Control for Commercial Software Risk
About ReversingLabs
ReversingLabs is the trusted name in file and software security. We provide the modern cybersecurity platform to verify and deliver safe binaries. Trusted by the Fortune 500 and leading cybersecurity vendors, RL Spectra Core powers the software supply chain and file security insights, tracking over 422 billion searchable files with the ability to deconstruct full software binaries in seconds to minutes. Only ReversingLabs provides that final exam to determine whether a single file or full software binary presents a risk to your organization and your customers.
Ralph Lauren (RL - Free Report) closed the most recent trading day at $413.01, moving +2.27% from the previous trading session. The stock's performance was ahead of the S&P 500's daily gain of 1.09%. Meanwhile, the Dow gained 0.14%, and the Nasdaq, a tech-heavy index, added 1.91%.
Coming into today, shares of the upscale clothing company had gained 22.66% in the past month. In that same time, the Consumer Discretionary sector gained 0.45%, while the S&P 500 gained 0.29%.
Analysts and investors alike will be keeping a close eye on the performance of Ralph Lauren in its upcoming earnings disclosure. The company's upcoming EPS is projected at $4.26, signifying a 13.00% increase compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $1.86 billion, up 8.25% from the prior-year quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $18.33 per share and revenue of $8.66 billion. These totals would mark changes of +10.49% and +6.68%, respectively, from last year.
Investors might also notice recent changes to analyst estimates for Ralph Lauren. Recent revisions tend to reflect the latest near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 1.37% increase. Ralph Lauren is currently sporting a Zacks Rank of #2 (Buy).
With respect to valuation, Ralph Lauren is currently being traded at a Forward P/E ratio of 22.03. This signifies a premium in comparison to the average Forward P/E of 15.93 for its industry.
It is also worth noting that RL currently has a PEG ratio of 2. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As the market closed yesterday, the Textile - Apparel industry was having an average PEG ratio of 2.12.
The Textile - Apparel industry is part of the Consumer Discretionary sector. This industry, currently bearing a Zacks Industry Rank of 97, finds itself in the top 40% echelons of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Key Takeaways CYTK entered the commercial stage after FDA approval of Myqorzo for symptomatic oHCM.CYTK reported early Myqorzo traction with 275 prescribers and about 680 patients by Q1-end.Aficamten advanced with positive ACACIA-HCM data and an FDA-reviewed oHCM label expansion. Shares of Cytokinetics, Incorporated (CYTK - Free Report) have gained 18.4% year to date against the industry’s decline of 1.3%.
The company has entered a pivotal phase following the FDA approval of its first commercial product, Myqorzo (aficamten), for the treatment of symptomatic obstructive hypertrophic cardiomyopathy (oHCM).
Image Source: Zacks Investment Research
The approval marks the company’s transition into a commercial-stage biotech.
The impressive year-to-date performance can be attributed to strong first-quarter results supported by early Myqorzo launch.
Strong Initial Myqorzo Uptake Boosts CYTKMyqorzo is an allosteric and reversible inhibitor of cardiac myosin motor activity. It is approved in the United States and China for the treatment of adults with symptomatic oHCM.
Myqorzo works by inhibiting cardiac myosin, thereby reducing excessive cardiac contractility and alleviating left ventricular outflow tract obstruction in patients with oHCM.
The company initiated the U.S. commercial rollout in January 2026. Early launch metrics indicate strong physician engagement and patient uptake, with over 275 unique healthcare providers prescribing the drug and approximately 680 patients being prescribed Myqorzo by the end of the first quarter.
More than 70% of patients on therapy transitioned to paid prescriptions.
The European Commission approval in February 2026 further expands Myqorzo's addressable market and provides an additional growth catalyst.
Cytokinetics recently achieved an important commercial milestone with the first European launch of Myqorzo in Germany, marking the drug's entry into the EU market.
CYTK is also working on a label expansion of Myqorzo. The FDA accepted its supplemental new drug application for MAPLE-HCM, a phase III study of aficamten as monotherapy compared with metoprolol as monotherapy in patients with oHCM. The regulatory body assigned a target action date of Nov. 14, 2026.
Meanwhile, aficamten continues to be evaluated across additional patient populations, supporting potential lifecycle expansion opportunities. The drug was studied in the phase III ACACIA-HCM study in non-obstructive hypertrophic cardiomyopathy (nHCM).
The ACACIA-HCM study successfully met both co-primary endpoints, demonstrating statistically significant improvements from baseline through week 36 in both Kansas City Cardiomyopathy Questionnaire (KCCQ) Clinical Summary Score and maximal exercise performance (peak VO2). Statistically significant improvements compared to placebo were also observed in key secondary endpoints.
It is currently being investigated in the CEDAR-HCM study in pediatric patients with oHCM. Aficamten is also being evaluated in the ongoing FOREST-HCM open-label extension study.
CYTK’s Encouraging Pipeline ProgressOther pipeline candidates include omecamtiv mecarbil, a cardiac myosin activator. A confirmatory phase III study, COMET-HF, is ongoing in patients with symptomatic heart failure with severely reduced ejection fraction. Enrollment is expected to continue through the rest of 2026.
Following a recommendation from the dose level review committee, patient enrollment has been expanded in Cohort 1 of AMBER-HFpEF, a phase II study evaluating ulacamten in symptomatic heart failure with preserved ejection fraction (HFpEF) patients with left ventricular ejection fraction (LVEF) ≥ 60%. Enrollment in Cohort 1 is expected to be completed in the second half of 2026.
Road Ahead for CYTKThe approval of Myqorzo is a significant boost for CYTK, given the oHCM market potential. However, investors should remain mindful of risks, including launch execution and competition.
Myqorzo operates within an evolving treatment landscape for oHCM. Its primary competitor is Camzyos, a cardiac myosin inhibitor marketed by Bristol Myers Squibb (BMY - Free Report) .
BMY obtained FDA approval for Camzyos in 2022 for the treatment of adults with symptomatic New York Heart Association class II-III oHCM to improve functional capacity and symptoms.
Earlier this month, the FDA accepted BMY’s supplemental new drug application (sNDA) seeking approval of Camzyos for the treatment of adolescents aged 12 to under 18 years with symptomatic oHCM. The FDA granted Priority Review to the application with a target action date of Sept. 30, 2026.
If approved, Camzyos would become the first cardiac myosin inhibitor available for adolescents with oHCM and expand the drug's addressable market beyond adults.
While Myqorzo represents a meaningful growth driver and a validation of Cytokinetics’ muscle biology platform, sustained commercial traction will be critical to supporting long-term valuation upside.
CYTK’s Zacks Rank & Key PicksCytokinetics currently carries a Zacks Rank #3 (Hold). A couple of better-ranked biotech stocks are Immunocore (IMCR - Free Report) and Liquidia Corporation (LQDA - Free Report) , both sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 30 days, earnings per share (EPS) estimates for Immunocore have remained unchanged at 6 cents for 2026 and at 87 cents for 2027.
Immunocore’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 46.66%.
Over the past 60 days, estimates for Liquidia’s 2026 EPS have increased to $2.97 from $1.50. Over the same period, EPS estimates for 2027 have risen to $4.81 from $2.91. LQDA shares have surged 97.2% year to date.
Liquidia’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 54.40%.
SOUTH SAN FRANCISCO, Calif., June 17, 2026 (GLOBE NEWSWIRE) -- Cytokinetics, Incorporated (Nasdaq: CYTK) today announced that on June 15, 2026 it granted stock options to purchase an aggregate of 24,784 shares of common stock and 16,429 restricted stock units (RSUs) that will be settled in shares of common stock upon vesting and 2,242 performance stock units (PSUs) that, if earned, will be settled in shares of common stock upon vesting to 12 employees, whose employment commenced in May and June, 2026, as a material inducement to their employment.
The RSUs will vest over 3 years, with 40% of the RSUs vesting on the first anniversary of the applicable grant date, an additional 40% of the RSUs vesting on the second anniversary of the grant date and the final 20% vesting on the third anniversary of the grant date, in each case, subject to each respective employee’s continued service with the Company. The stock options that were granted are subject to an exercise price of $71.38 per share, which is equal to the closing price of the Company’s common stock on June 15, 2026, and will vest over 4 years, with 1/4th of the shares underlying the employee’s option vesting on the one-year anniversary of the grant date and the remaining shares thereafter vesting in monthly installments at a rate of 1/48th of the shares underlying such stock options over the subsequent 36 months, subject to each respective employee’s continued service with the Company. The stock options have a 10-year term. The PSU award is subject to two performance goals and will be earned as to up to 50% of the number of shares subject to the PSU award upon the certification by Compensation and Talent Committee of the Company’s Board of Directors (Committee) that the Company has achieved the first performance goal and as to up to 50% of the number of shares subject to the PSU award upon the certification by the Committee that the Company has achieved the second performance goal. The earned shares will vest as to 50% of the earned shares on applicable Committee certification date and as to 50% of the earned shares following the one-year anniversary of the applicable Committee certification date, subject to the respective employee’s continued service with the Company. These awards are subject to the terms and conditions of the Company's Amended and Restated 2004 Equity Incentive Plan and the applicable award agreements pursuant to which the awards were granted.
The stock options, RSUs and PSUs were granted as material inducements to employment in accordance with Nasdaq Listing Rule 5635(c)(4).
About Cytokinetics
Cytokinetics is a specialty cardiovascular biopharmaceutical company, building on its over 25 years of pioneering scientific innovations in muscle biology, and advancing a pipeline of potential new medicines for patients suffering from diseases of cardiac muscle dysfunction. Cytokinetics’ MYQORZO® (aficamten) is a cardiac myosin inhibitor approved in the U.S., Europe and China for the treatment of adults with symptomatic obstructive hypertrophic cardiomyopathy (oHCM). Following positive topline results in ACACIA-HCM, a Phase 3 clinical trial of aficamten in patients with non-obstructive HCM (nHCM), the company is preparing to present the full results at an upcoming medical meeting and discuss them with the U.S. FDA and other regulatory authorities. Cytokinetics is also developing omecamtiv mecarbil, an investigational cardiac myosin activator for the potential treatment of patients with heart failure with severely reduced ejection fraction and ulacamten, an investigational cardiac myosin inhibitor for the potential treatment of heart failure with preserved ejection fraction, while continuing pre-clinical research and development in muscle biology.
For additional information about Cytokinetics, visit www.cytokinetics.com and follow us on X, LinkedIn, Facebook and YouTube.
Disclaimer
Omecamtiv mecarbil and ulacamten are investigational medicines. They have not been approved nor determined to be safe or efficacious for any disease state or any indication by FDA or any other regulatory agency.
Forward-Looking Statements
This press release contains forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995 (the "Act"). Cytokinetics disclaims any intent or obligation to update these forward-looking statements and claims the protection of the Act's Safe Harbor for forward-looking statements. Examples of such statements include, but are not limited to, statements relating to Cytokinetics' and its partners' research and development activities of Cytokinetics’ product candidates. Such statements are based on management's current expectations, but actual results may differ materially due to various risks and uncertainties, including, but not limited to the risks related to Cytokinetics' business outlined in Cytokinetics' filings with the Securities and Exchange Commission particularly under the caption “Risk Factors” in Cytokinetics’ latest Annual Report on Form 10-K. Forward-looking statements are not guarantees of future performance, and Cytokinetics' actual results of operations, financial condition and liquidity, and the development of the industry in which it operates, may differ materially from the forward-looking statements contained in this press release. Any forward-looking statements that Cytokinetics makes in this press release speak only as of the date of this press release. Cytokinetics assumes no obligation to update its forward-looking statements whether as a result of new information, future events or otherwise, after the date of this press release.
CYTOKINETICS® and the CYTOKINETICS C-shaped logo are registered trademarks of Cytokinetics in the U.S. and certain other countries.
MYQORZO® is a registered trademark of Cytokinetics in the U.S. and the European Union.
On June 18, 2026, Installed Building Products Inc (IBP) shares rose 3.3% to a current price of $218.25. This move comes in the context of a 52-week range betwee
Clean Harbors gains from hazardous waste demand, recurring service contracts and strategic acquisitions, but faces FX pressure, competition and no dividend payouts.
Key Takeaways SkyWest expands fleet via agreements with UAL, DAL, ALK and Embraer for new E175 deliveries.SKYW ended Q1 2025 with $627.25M cash, surpassing its current debt of $598.43M for strong flexibility.Rise in operating expenses, macro-economic uncertainty and pilot shortages continue to bother SKYW. SkyWest, Inc. (SKYW - Free Report) ) looks cheap from a valuation standpoint. Considering the trailing 12-month price-to-book (P/B) ratio, SkyWest is trading at a discount compared to the industry.
The stock has a trailing 12-month P/B-TTM of 1.34X compared with 3.12X for the industry over the past five years. These factors indicate that the stock’s valuation is attractive. SKYW has a Value Score of A.
SKYW P/B Ratio (Trailing 12 months) Vs. Industry Image Source: Zacks Investment Research
Now, the question is whether it is worth buying, holding, or selling the SkyWest stock at current prices. Let us delve deeper to find out.
Tailwinds Working in Favor of SkyWest StockSkyWest's top line benefits from flying contract rate increases. As of March 31, 2026, SkyWest had cumulative deferred revenues of $240.69 million under its flying contracts. Revenues from flying agreements (contributing 96.5% to the top line) grew 6.7% year over year during first-quarter 2026. Departures increased 1.1% on a year-over-year basis in the first quarter.
SkyWest's fleet-modernization efforts to cater to the improvement in travel demand are commendable. In a bid to modernize its fleet, SKYW had fleet-related agreements with airline heavyweights like United Airlines (UAL - Free Report) , Delta Air Lines (DAL - Free Report) and Alaska Airlines (ALK - Free Report) .
Concurrent with its first-quarter 2026 results, SkyWest intends to convert its CRJ200 aircraft, operating for United Airlines, into 41-seat, dual-class CRJ450s, with the first aircraft entering service in fall 2026. SkyWest had one E175 aircraft delivery for Alaska Airlinesin the first quarter of 2026. The company’s aircraft lease agreements for the E175 fleet, which supports Alaska’s capacity purchase agreement, are set to expire between 2030 and 2034.
Further, UAL is scheduled to deliver eight E175 planes in 2026. Alaska Airlines is expected to deliver one E175 in 2026. DAL is likely to deliver 10 E175 planes in 2027 and six in 2028. By 2028-end, SkyWest anticipates having nearly 300 E175 aircraft in its fleet. As previously announced, SkyWest entered into a purchase agreement with Embraer, which secures delivery positions for 44 additional E175s from 2028 through 2032 for potential future flying opportunities. SkyWest also secured purchase rights on 50 additional E175s from Embraer.
SkyWest’s solid balance sheet increases financial flexibility. The company ended first-quarter 2026 with cash and marketable securities of $627.25 million, higher than the current debt level of $598.43 million. This implies that the company has sufficient cash to meet its current debt obligations. Meanwhile, long-term debt level has decreased to $1.79 billion at the end of first-quarter 2026 from $2.07 billion at the end of the first quarter of 2025.
A strong balance sheet enables the company to reward shareholders with share repurchases. As a reflection of its shareholder-friendly stance, in May 2025, SKYW's existing repurchase plan was increased by $250 million. SkyWest repurchased 783,000 shares for $75 million during the first quarter of 2026. As of March 31, 2026, SkyWest had $138 million available under its current share repurchase program. Buybacks not only reduce the total outstanding share count, thereby increasing earnings per share, but also signal management's belief in the intrinsic value of the stock.
Long-Term Debt to Capitalization Image Source: Zacks Investment Research
Headwinds Weighing on SkyWest StockSkyWest's bottom line continues to be weighed down by a rise in operating expenses. This is due to an increase in employee compensation, which includes higher labor pay scales, increased maintenance and costs related to aircraft maintenance, materials and repair, higher production and higher pilot training costs. SkyWest witnessed a consistent increase in operating expenses from $2.82 billion in 2022 to $2.83 billion in 2023 to $3.03 billion in 2024 to $3.44 billion in 2025. In first-quarter 2026, operating expenses were $889 million, up 10% year over year, owing to an expected increase in incremental direct operating costs associated with higher production and higher pilot training costs.
Macro-economic uncertainty and pilot shortages continue to plague regional carriers like SkyWest. The competition from larger airlines exacerbates the shortage of qualified pilots for regional carriers. This shortage limits the number of flights regional airlines can operate and can lead to increased operating costs due to the need to offer competitive salaries and benefits.
Stock prices of regional airline companies are notoriously volatile. As such, shares of SKYW may not be suitable for investors who are not comfortable with the often-substantial day-to-day volatility.
What Do Earnings Estimates Say for SkyWest?The negative sentiment surrounding SkyWest stock is evident from the fact that the Zacks Consensus Estimate for the second quarter of 2026 and the third quarter of 2026 earnings has been revised downward in the past 60 days. The consensus mark for 2026 and 2027 earnings has also been projected downward in the past 60 days.
Image Source: Zacks Investment Research
The unfavorable estimate revisions indicate brokers’ lack of confidence in the stock.
Not an Opportune Time to Buy SkyWest StockApart from being attractively valued at present, SkyWest's fleet-modernization efforts remain commendable. In a bid to modernize its fleet, SKYW has fleet-related agreements with airline heavyweights like United Airlines, Delta Air Lines and Alaska Airlines. By 2028-end, SKYW is scheduled to have nearly 300 E175 aircraft. A solid balance sheet allows SKYW to consistently reward shareholders with share repurchases. Such moves should boost investor confidence and positively impact the bottom line.
Despite these positives, we advise investors not to buy SKYW stock now, as it continues to be hurt by a consistent rise in operating expenses. The macroeconomic uncertainty and pilot shortages are also hurting SKYW's prospects. Share price volatility continues to be a cause for worry. Considering all these factors, we advise investors to wait for a better entry point and not buy SKYW now. For those who already own the stock, it will be prudent to stay invested. The company’s current Zacks Rank #3 (Hold) justifies our analysis. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SkyWest (SKYW - Free Report) closed the most recent trading day at $92.66, moving +1.02% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 1.09%. Meanwhile, the Dow experienced a rise of 0.14%, and the technology-dominated Nasdaq saw an increase of 1.91%.
Shares of the regional airline witnessed a gain of 10.12% over the previous month, beating the performance of the Transportation sector with its gain of 3.66%, and the S&P 500's gain of 0.29%.
The upcoming earnings release of SkyWest will be of great interest to investors. The company is expected to report EPS of $2.85, down 2.06% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $1.11 billion, showing a 7.62% escalation compared to the year-ago quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $10.95 per share and a revenue of $4.36 billion, indicating changes of +5.8% and +7.49%, respectively, from the former year.
Any recent changes to analyst estimates for SkyWest should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. At present, SkyWest boasts a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that SkyWest has a Forward P/E ratio of 8.38 right now. This denotes a discount relative to the industry average Forward P/E of 12.19.
It's also important to note that SKYW currently trades at a PEG ratio of 1.29. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Transportation - Airline industry stood at 0.96 at the close of the market yesterday.
The Transportation - Airline industry is part of the Transportation sector. Currently, this industry holds a Zacks Industry Rank of 201, positioning it in the bottom 18% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
In the latest close session, Sprouts Farmers (SFM - Free Report) was down 2.08% at $83.61. The stock fell short of the S&P 500, which registered a loss of 0.57% for the day. Elsewhere, the Dow saw an upswing of 0.64%, while the tech-heavy Nasdaq depreciated by 1.15%.
Heading into today, shares of the natural and organic food retailer had lost 3.39% over the past month, lagging the Retail-Wholesale sector's loss of 3.04% and the S&P 500's gain of 2.14%.
Investors will be eagerly watching for the performance of Sprouts Farmers in its upcoming earnings disclosure. The company is forecasted to report an EPS of $1.35, showcasing no movement from the corresponding quarter of the prior year. Meanwhile, the latest consensus estimate predicts the revenue to be $2.33 billion, indicating a 4.91% increase compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $5.57 per share and a revenue of $9.51 billion, representing changes of +4.9% and +8.04%, respectively, from the prior year.
Any recent changes to analyst estimates for Sprouts Farmers should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Sprouts Farmers is holding a Zacks Rank of #3 (Hold) right now.
Investors should also note Sprouts Farmers's current valuation metrics, including its Forward P/E ratio of 15.33. This expresses no noticeable deviation compared to the average Forward P/E of 15.33 of its industry.
It's also important to note that SFM currently trades at a PEG ratio of 1.81. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. By the end of yesterday's trading, the Food - Natural Foods Products industry had an average PEG ratio of 1.72.
The Food - Natural Foods Products industry is part of the Retail-Wholesale sector. With its current Zacks Industry Rank of 216, this industry ranks in the bottom 12% of all industries, numbering over 250.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Sprouts Farmers (SFM - Free Report) Sprouts Farmers Market, Inc. operates a specialty grocery chain focused on fresh, natural and organic foods, with an open layout and fresh produce at the center of the store. The company emphasizes attribute-driven products, including organic, plant-based and gluten-free items, and uses a curated assortment that mixes everyday wellness staples with new and emerging brands.
SFM is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 14.45; value investors should take notice.
Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.04 to $5.57 per share. SFM also boasts an average earnings surprise of +5%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, SFM should be on investors' short list.
LOS ANGELES, June 16, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Helen of Troy Limited (“Helen of Troy” or “the Company”) (NASDAQ: HELE) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between April 24, 2024 and October 8, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before August 3, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Helen of Troy misled investors about the success of its Project Pegasus restructuring program. The Company touted the “fuel” produced by Project Pegasus, despite what it called “implementation hiccups.” The Company continued to tout its restructuring effort, telling shareholders, "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Helen of Troy, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
, /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Helen of Troy Limited (NASDAQ: HELE).
Shareholders who purchased shares of HELE 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.
ALLEGATIONS: According to the filed complaint, defendants made false and/or misleading statements and/or failed to disclose that evidence suggests that given the importance of project pegasus to the Company's business model and finances, the external macroeconomic conditions during the class period, and the Company's internal budget and resource constraints, at the time these statements were made, defendants knew or should have known that project pegasus would not, and was not on track to, realize the savings, efficiency, or effectiveness that Helen of Troy consistently touted.
DEADLINE: August 3, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/helen-of-troy-limited-loss-submission-form/?id=188280&from=4
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of HELE 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.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Helen of Troy Limited (NASDAQ: HELE) between April 24, 2024 and October 8, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026.
So what: If you purchased Helen of Troy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details of the case: According to the lawsuit, the claims arise from misrepresentations regarding the success of Project Pegasus, a "global restructuring program focused on both efficiency and effectiveness." Throughout the Class Period, the lawsuit alleges that Helen of Troy boasted about the "fuel" it was generating from Project Pegasus. Although Helen of Troy admitted to some speed bumps in Project Pegasus, specifically citing "implementation hiccups" with its new Tennessee distribution center, Defendants assured investors that "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Helen of Troy Limited (“Helen of Troy” or the “Company”) (NASDAQ: HELE). 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 Helen of Troy 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 Helen of Troy 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 July 9, 2024, Helen of Troy announced its 2025 first quarter results, allegedly reflecting a 49% decrease in earnings per share year-over year and reducing its full year revenue outlook by more than 20%.
On this news, Helen of Troy’s stock price fell nearly 28%.
Then, on July 10, 2025, Helen of Troy announced its 2026 first quarter results, allegedly reflecting a net sales decline of 11% year-over-year and a nearly 60% decline in adjusted earnings per share. The Company also announced a $414.4 million goodwill impairment. On this news, Helen of Troy’s stock price fell nearly 23%.
Finally, on October 9, 2025, Helen of Troy announced its 2026 second quarter results, allegedly revealing that quarterly sales were down 8.9% year-over-year, adjusted earnings per share fell 51%, and business disruptions and cost headwinds would continue throughout the remainder of the year.
On this news, Helen of Troy’s stock price fell 25%.
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.
, /PRNewswire/ -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Helen of Troy Limited (NASDAQ: HELE) common stock between April 24, 2024 and October 8, 2025. Helen of Troy markets a variety of consumer goods across several segments.
For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.
What is the class period? April 24, 2024 - October 8, 2025
What are the allegations? Robbins LLP is Investigating Allegations that Helen of Troy Limited (HELE) Misled Investors Regarding the Ability of Project Pegasus to Improve Efficiency and Effectiveness
According to the complaint, in fiscal year 2023, Helen of Troy's then COO, and later CEO, Noel Geoffroy initiated Project Pegasus, a "global restructuring program that focused on both efficiency and effectiveness." As a part of this initiative, the Company invested in a new distribution center in Tennessee to support its targeted growth.
Plaintiff alleges that during the class period, the Company boasted about the "fuel" it was generating from Project Pegasus. Although Helen of Troy admitted to some speed bumps in Project Pegasus, specifically citing "implementation hiccups" with its new Tennessee distribution center, defendants assured investors that "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." In reality, Project Pegasus was not delivering the efficiencies that defendants touted. Rather, unknown to investors, Helen of Troy did not have enough resources or the budget to achieve its stated restructuring or savings goals.
Plaintiff further alleges that on July 10, 2025, Helen of Troy revealed that its net sales for the first quarter of fiscal 2026 had declined 11% year-over-year and its adjusted earnings per share had shrunk by nearly 60% compared to the prior year. The Company also disclosed a $414.4 million goodwill impairment, which it attributed to its continued decelerating revenue growth. The Company's interim CEO—CFO Brian Grass—conceded that Helen of Troy had become "too complicated and lost focus," which "created unnecessary sprawl and [the Company] became scattered in terms of priorities." As a result of these disclosures, the price of Helen of Troy shares declined by $7.04 per share, or 22.7%.
Then, on October 9, 2025, during his first earnings call as CEO, G. Scott Uzzell reported Helen of Troy's second quarter results for fiscal year 2026, announcing that quarterly sales were down 8.9% year-over-year, adjusted earnings per share plummeted by 51%, and that these results were caused by significant business disruptions and cost headwinds which the Company expects to persist for the remainder of the year. Uzzell acknowledged Helen of Troy's underperformance, stating that Helen of Troy "earned [its] way into a difficult period." These disclosures caused Helen of Troy's stock price to decline by $6.90 per share, or 25%.
What can shareholders do now? You may be eligible to participate in the class action against Helen of Troy Limited. Shareholders who wish to serve as lead plaintiff for the class must submit their papers to the court by August 3, 2026. The lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About Robbins LLP: A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002.
To be notified if a class action against Helen of Troy Limited settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.
Attorney Advertising. Past results do not guarantee a similar outcome.
New York, New York--(Newsfile Corp. - June 16, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Helen of Troy Limited (NASDAQ: HELE) between April 24, 2024 and October 8, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026.
SO WHAT: If you purchased Helen of Troy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, the claims arise from misrepresentations regarding the success of Project Pegasus, a "global restructuring program focused on both efficiency and effectiveness." Throughout the Class Period, the lawsuit alleges that Helen of Troy boasted about the "fuel" it was generating from Project Pegasus. Although Helen of Troy admitted to some speed bumps in Project Pegasus, specifically citing "implementation hiccups" with its new Tennessee distribution center, Defendants assured investors that "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301752
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Time-Sensitive: Allegations Focus on Tennessee Distribution Center Failures and Misleading Operational Health Representations That Cost HELE Investors Over $38 Per Share
, /PRNewswire/ -- Levi & Korsinsky, LLP alerts investors in Helen of Troy Limited (NASDAQ: HELE) of a pending securities class action. Class Period: April 24, 2024 through October 8, 2025. Check if you can recover your investment losses or contact Joseph E. Levi, Esq. at [email protected] | (212) 363-7500.
Helen of Troy shares lost $24.68 per share in a single session, a 27.7% collapse, after the Company slashed its full-year revenue outlook by more than 20% and disclosed an "unusual number of internal and external challenges." The stock suffered additional collapses of 22.7% and 25% on July 10, 2025 and October 9, 2025 following additional related disclosures. The Court has set August 3, 2026 as the deadline to apply for lead plaintiff appointment.
The Alleged Tennessee Distribution Center Disruption
A securities class action asserts that Helen of Troy misled shareholders about the operational readiness and efficiency of its new Tennessee distribution center, a cornerstone of the Company's Project Pegasus restructuring program. While management publicly described "implementation hiccups" and assured investors that remediation was "substantially completed," the lawsuit claims these representations masked deeper structural problems. The action contends the facility never achieved its targeted labor efficiencies during the Class Period, undermining the savings and margin expansion that had been promised to the market.
What Management Allegedly Knew About Operational Shortfalls
As alleged in the complaint, the Company's leadership was aware that internal budget and resource constraints prevented the distribution center from reaching the efficiency levels management publicly projected. The lawsuit asserts that statements characterizing the Tennessee facility's challenges as temporary "hiccups" were materially misleading because the problems were systemic. The action claims that:
The Tennessee distribution center's automation system required remediation that took longer and cost more than disclosed Labor efficiency targets at the facility were not achievable within the timeframes communicated to investors The Company lacked sufficient budget and resources to execute the distribution center optimization it repeatedly touted Full-year revenue guidance was reduced by over 20% in part due to these undisclosed operational failures Adjusted earnings per share ultimately declined nearly 60% as internal challenges compounded A $414.4 million goodwill impairment was later recorded, reflecting the depth of operational deterioration Internal and External Challenges: The Phrase That Obscured the Truth
When the Company first acknowledged trouble on July 9, 2024, it attributed disappointing results to an "unusual number of internal and external challenges" without specifying that its flagship distribution investment was failing to deliver. The lawsuit contends this vague characterization allowed the Company to avoid disclosing the severity of its operational problems while continuing to assure investors that Project Pegasus was generating "fuel" for growth.
Speak with an attorney about recovering damages or call (212) 363-7500.
"Investors deserve transparency about material risks that could affect their investments. When a company represents that operational challenges are temporary while internal constraints prevent achievement of stated goals, shareholders are deprived of the information they need to make informed decisions." -- Joseph E. Levi, Esq.
WHY LEVI & KORSINSKY -- Ranked in ISS Securities Class Action Services' Top 50 Report for seven consecutive years, Levi & Korsinsky, LLP is a nationally recognized leader in shareholder rights litigation. With a team of over 70 professionals, the firm has recovered hundreds of millions of dollars for investors.
Frequently Asked Questions About the HELE Lawsuit
Q: Who is eligible to join the HELE investor lawsuit? A: Investors who purchased HELE stock or securities between April 24, 2024 and October 8, 2025 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses, not on whether you still hold the shares.
Q: How much did HELE stock drop? A: Shares fell approximately 27.7%, a decline of $24.68 per share, after the Company disclosed a revenue outlook reduction of over 20% and cited internal and external challenges. Investors who purchased shares during the class period at artificially inflated prices may be entitled to compensation.
Q: What do HELE investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as a class member.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my HELE shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
New York, New York--(Newsfile Corp. - June 17, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Helen of Troy Limited (NASDAQ: HELE) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Helen of Troy securities between April 24, 2024 and October 8, 2025, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/HELE.
Helen of Troy Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Helen of Troy overstated the success and benefits of its Project Pegasus initiative, touting the "fuel" it was generating while downplaying issues such as "implementation hiccups" at its Tennessee distribution center and assuring investors that the project was progressing and delivering cost-saving efficiencies; in reality, Project Pegasus was not delivering the efficiencies Defendants claimed, as the Company lacked sufficient resources and budget to achieve its stated restructuring and cost-savings goals; and as a result, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Helen of Troy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/HELE, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Helen of Troy you have until August 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Helen of Troy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Helen of Troy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300027
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Helen of Troy Limited ("Helen of Troy" or the "Company") (NASDAQ: HELE). 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 Helen of Troy 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 Helen of Troy 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 July 9, 2024, Helen of Troy announced its 2025 first quarter results, allegedly reflecting a 49% decrease in earnings per share year-over year and reducing its full year revenue outlook by more than 20%.
On this news, Helen of Troy's stock price fell nearly 28%.
Then, on July 10, 2025, Helen of Troy announced its 2026 first quarter results, allegedly reflecting a net sales decline of 11% year-over-year and a nearly 60% decline in adjusted earnings per share. The Company also announced a $414.4 million goodwill impairment. On this news, Helen of Troy's stock price fell nearly 23%.
Finally, on October 9, 2025, Helen of Troy announced its 2026 second quarter results, allegedly revealing that quarterly sales were down 8.9% year-over-year, adjusted earnings per share fell 51%, and business disruptions and cost headwinds would continue throughout the remainder of the year.
On this news, Helen of Troy's stock price fell 25%.
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.
Alert: HELE Shares Lost Over $38 Per Share Across Three Corrective Disclosures as Project Pegasus Promises Collapsed Under the Weight of Concealed Operational Failures
, /PRNewswire/ -- SueWallSt alerts investors in Helen of Troy Limited (NASDAQ: HELE) of a pending securities class action. Class Period: April 24, 2024 through October 8, 2025. Find out if you qualify to recover losses or contact Joseph E. Levi, Esq. at [email protected] | (888) SueWallSt.
Helen of Troy shares suffered four separate corrective declines during the Class Period, losing $24.68 per share (27.7%) on July 9, 2024, $7.04 per share (22.7%) on July 10, 2025, and $6.90 per share (25%) on October 9, 2025. To be considered for lead plaintiff, investors must file by August 3, 2026.
How the Market Repriced HELE After Each Revelation
The first and largest single-day repricing occurred when Helen of Troy reported first quarter fiscal 2025 results that blindsided shareholders. Earnings per share had cratered 49% year-over-year, and the full-year revenue outlook was slashed by more than 20%. The lawsuit contends that management attributed these results to an "unusual number of internal and external challenges" without disclosing that the Company lacked the budget and resources to deliver on its restructuring promises.
The second market shock came when the architect of the Company's turnaround strategy departed abruptly after just 14 months, with no successor in place. The Company itself cited "underperformance in recent years" and sought a replacement with "turnaround/restructuring experience," signaling to the market that the prior strategy had failed.
The Cumulative Damage to Shareholder Value
The July 9, 2024 decline of $24.68 per share (27.7%) followed disclosure of a 49% EPS collapse and a 20%-plus revenue outlook reduction The July 10, 2025 decline of $7.04 per share (22.7%) accompanied an 11% net sales decline, a nearly 60% adjusted EPS drop, and a $414.4 million goodwill impairment The October 9, 2025 decline of $6.90 per share (25%) followed disclosure of an 8.9% quarterly sales decline and a 51% adjusted EPS plunge Each successive disclosure removed a layer of artificial inflation that the complaint alleges was sustained by repeated assurances that Project Pegasus was "on track" and "generating fuel" Why the Market Reacted With Increasing Severity
As set forth in the complaint, each corrective event did not merely reveal bad quarterly numbers. Each stripped away a specific layer of the narrative Defendants had constructed. The first disclosure revealed the gap between projected and actual performance. The CEO departure signaled the strategy's architect could not fix what was broken. The goodwill impairment quantified the permanent destruction of value. The final disclosure confirmed these were not temporary setbacks but structural failures the Company conceded it had "earned [its] way into."
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"When companies fail to disclose material information, shareholders may suffer significant losses. The pattern of repeated assurances followed by repeated negative surprises in this case raises important questions about what was known and when." -- Joseph E. Levi, Esq.
Speak with an attorney about recovering damages or contact Joseph E. Levi, Esq. at (888) SueWallSt.
ABOUT SUEWALLST -- Over the past 20 years, SueWallSt has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, SueWallSt has ranked in ISS Securities Class Action Services' Top 50 Report. The last day to move for lead plaintiff is August 3, 2026.
Frequently Asked Questions About the HELE Lawsuit
Q: How much did HELE stock drop? A: Shares fell approximately 27.7%, a decline of $24.68 per share, on July 9, 2024, after Helen of Troy disclosed a 49% year-over-year EPS decline and slashed its full-year revenue outlook by over 20%. Additional declines of 22.7% and 25% followed subsequent corrective disclosures. Investors who purchased shares during the class period at artificially inflated prices may be entitled to compensation.
Q: What specific misstatements does the HELE lawsuit allege? A: The complaint alleges Helen of Troy made materially false or misleading statements regarding the progress and effectiveness of Project Pegasus, its global restructuring program, and the operational health of its Tennessee distribution center during the class period. When the true state of affairs was revealed through multiple corrective disclosures, the stock price declined sharply.
Q: What do HELE investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact SueWallSt for a free, no-obligation evaluation at [email protected] or (888) SueWallSt. No immediate action is required to remain eligible as a class member.
Q: What if I already sold my HELE shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: Can I join a different law firm's lawsuit instead? A: Multiple firms often file competing complaints. The court consolidates and appoints a single lead counsel. Contacting SueWallSt before August 3, 2026 ensures your losses are considered.
CONTACT:
SueWallSt
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
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Fax: (212) 363-7171
NEW YORK, June 18, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Helen of Troy Limited (NASDAQ: HELE) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Helen of Troy securities between April 24, 2024 and October 8, 2025, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/HELE.
Helen of Troy Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Helen of Troy overstated the success and benefits of its Project Pegasus initiative, touting the “fuel” it was generating while downplaying issues such as “implementation hiccups” at its Tennessee distribution center and assuring investors that the project was progressing and delivering cost-saving efficiencies;in reality, Project Pegasus was not delivering the efficiencies Defendants claimed, as the Company lacked sufficient resources and budget to achieve its stated restructuring and cost-savings goals; andas a result, Defendants’ statements about the Company’s business, operations, and prospects were materially false and misleading at all relevant times. What's Next for Helen of Troy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/HELE. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Helen of Troy you have until August 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Helen of Troy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Helen of Troy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
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LOS ANGELES, June 19, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Helen of Troy Limited (“Helen of Troy” or “the Company”) (NASDAQ: HELE) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between April 24, 2024 and October 8, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before August 3, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Helen of Troy misled investors about the success of its Project Pegasus restructuring program. The Company touted the “fuel” produced by Project Pegasus, despite what it called “implementation hiccups.” The Company continued to tout its restructuring effort, telling shareholders, "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Helen of Troy, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]