Service Corporation International schválila čtvrtletní hotovostní dividendu 36 centů na akcii. Vyplacena bude 30. září 2026 akcionářům k 15. září 2026.
, /PRNewswire/ -- Service Corporation International (NYSE: SCI), the largest provider of deathcare products and services in North America, today announced that its Board of Directors has approved a quarterly cash dividend of thirty-six cents per share of common stock. The quarterly cash dividend announced today is payable on September 30, 2026 to shareholders of record at the close of business on September 15, 2026. While the Company intends to pay regular quarterly cash dividends for the foreseeable future, all subsequent dividends, and the establishment of record and payment dates, are subject to final determination by the Board of Directors each quarter after its review of the Company's financial performance.
Cautionary Statement on Forward-Looking Statements
The statements in this press release that are not historical facts are forward-looking statements. These forward-looking statements have been made in reliance on the "safe harbor" protections provided under the Private Securities Litigation Reform Act of 1995. These statements may be accompanied by words such as "believe," "estimate," "project," "expect," "anticipate," or "predict," that convey the uncertainty of future events or outcomes. These statements are based on assumptions that we believe are reasonable; however, many important factors could cause our actual results in the future to differ materially from the forward-looking statements made herein and in any other documents or oral presentations made by, or on behalf of us. There can be no assurance that future dividends will be declared. The actual declaration of future dividends, and the establishment of record and payment dates, is subject to final determination by our Board of Directors each quarter after its review of our financial performance. Important factors which could cause actual results to differ materially from those in forward-looking statements include, among others, restrictions on the payment of dividends under existing or future credit agreements or other financing arrangements; changes in tax laws relating to corporate dividends; a determination by the Board of Directors that the declaration of a dividend is not in the best interests of the Company and its shareholders; an increase in our cash needs or a decrease in available cash; or a deterioration in our financial condition or results. For further information on these and other risks and uncertainties, see our Securities and Exchange Commission filings, including our 2025 Annual Report on Form 10-K. Copies of this document as well as other SEC filings can be obtained from our website at http://www.sci-corp.com. We assume no obligation to publicly update or revise any forward-looking statements made herein or any other forward-looking statements made by us, whether as a result of new information, future events or otherwise.
About Service Corporation International
Service Corporation International (NYSE: SCI), headquartered in Houston, Texas, is North America's leading provider of funeral, cemetery and cremation services, as well as final-arrangement planning in advance, serving approximately 700,000 combined preneed and atneed families each year. Our diversified portfolio of brands provides families and individuals a full range of choices to meet their needs, from simple cremations to full life celebrations and personalized remembrances. Our Dignity Memorial® brand is the name families turn to for professionalism, compassion, and attention to detail that is second to none. At June 30, 2026, we owned and operated 1,495 funeral service locations and 505 cemeteries (of which 316 are combination locations) in 44 states, eight Canadian provinces, the District of Columbia, and Puerto Rico. For more information about Service Corporation International, please visit our website at www.sci-corp.com. For more information about Dignity Memorial®, please visit www.dignitymemorial.com.
For additional information contact:
Investors:
Trey Bocage – Assistant Vice President, Treasury and Investor Relations
(713) 525-3454
Andrea Low – Director, Federal Tax and Investor Relations
(713) 525-2811
Media:
Jay Andrew – Assistant Vice President, Corporate Communications
Howmet Aerospace čeká za 2. čtvrtletí EPS 1,23 USD při tržbách 2,41 mld. USD. Výsledky mají podpořit silná poptávka v komerčním letectví a obranné zakázky.
Key Takeaways HWM is expected to report Q2 EPS of $1.23 on $2.41B in revenues, with earnings and sales up year over year.Howmet's commercial aerospace demand and defense orders are expected to support second-quarter results.HWM faces commercial transportation weakness, supply-chain issues and a higher valuation than peers. Howmet Aerospace Inc. (HWM - Free Report) is scheduled to release second-quarter 2026 results on Aug. 6, before market open. The Zacks Consensus Estimate for earnings is currently pegged at $1.23 per share on revenues of $2.41 billion.
The company’s second-quarter earnings estimates have decreased a penny over the past 30 days. However, the bottom-line projection indicates an increase of 35.2% from the year-ago number. The Zacks Consensus Estimate for quarterly revenues indicates year-over-year growth of 17.5%.
Earnings Surprise History
Image Source: Zacks Investment Research
The company has surpassed the Zacks Consensus Estimate thrice and missed once in the preceding four quarters, the average surprise being -1.3%. In the last reported quarter, it reported earnings of 86 cents per share, which missed the consensus estimate by 22.5%.
Earnings Whispers for HWMOur proven model does not conclusively predict an earnings beat for HWM this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below.
Earnings ESP: HWM has an Earnings ESP of -0.83% as the Zacks Consensus Estimate is pegged at $1.23 per share, which is higher than the Most Accurate Estimate of $1.22. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: HWM currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors to Note Ahead of Howmet Aerospace’s Q2 ResultsHowmet Aerospace’s second-quarter results are expected to gain from persistent strength in its commercial aerospace market. Solid demand in the air transport market has been driving demand for wide-body aircraft, thereby supporting continued OEM spending. Pickup in air travel has been positive for the company as the increased usage of aircraft spurs spending on parts and products that it provides.
Increasing popularity for new, more fuel-efficient aircraft with reduced carbon emissions and increased spare demand for engines are expected to have proven promising for HWM in the second quarter. The Zacks Consensus Estimate for revenues from the commercial aerospace market is pegged at $1.29 billion, indicating a 21.7% rise from the year-ago quarter number.
Also, the company's defense aerospace market remains a key growth driver, backed by stable government funding. HWM is continuing to experience robust orders for engine spares for legacy fighters like the F-15 and the F-16. This is expected to have augmented its revenues in the to-be-reported quarter. The consensus estimate for revenues from the defense aerospace market is pegged at $388 million, indicating 10.2% growth from the year-ago quarter’s number.
However, Howmet Aerospace has been facing weakness in the commercial transportation market served by the Forged Wheels segment, due to lower OEM builds and tariff-related impacts in North America. This is likely to have affected its second-quarter performance.
Howmet Aerospace is dependent on a global supply chain, and in recent years, it has experienced supply-chain disruptions in the aerospace sector that resulted in delays and increased costs. Despite moderation, the persistence of supply-chain issues in the aerospace sector is likely to have affected its operations and performance.
HWM’s Price PerformanceHWM shares have gained 29.1% in the past six months compared with the Zacks Aerospace - Defense industry and the S&P 500’s decline of 2.3% and growth of 11.8%, respectively. In comparison, the company’s peers, Textron Inc. (TXT - Free Report) and RTX Corporation (RTX - Free Report) have decreased 6.6% and gained 9.7%, respectively, in the same period.
Six-Month Price Performance
Image Source: Zacks Investment Research
Howmet Aerospace’s Valuation Remains an OverhangHWM is trading at a forward 12-month price-to-earnings (P/E) ratio of 51.67X, much higher than the industry average of 34.53X. This elevated valuation could make the stock vulnerable to further pullbacks if market sentiment sours. In comparison with HWM’s valuation, its peers, Textron and RTX Corp., are trading cheaper. Notably, Textron and RTX Corp. are currently trading at 12.76X and 28.9X, respectively.
Price-to-Earnings (Forward 12 Months)
Image Source: Zacks Investment Research
Investment ThesisHowmet Aerospace is well-positioned for long-term growth, supported by its diversified portfolio and strong demand across the commercial aerospace and defense markets. The House of Representatives passed the fiscal year 2026 Defense Appropriations Act in July 2025, providing a total discretionary allocation of $831.5 billion. The expanded defense budget is expected to create additional contract opportunities for Howmet Aerospace, supporting growth in its defense aerospace business and boosting its top line.
However, persistent weakness in the commercial transportation market is likely to remain a near-term headwind. Additionally, Howmet Aerospace's premium valuation may limit further upside and warrants a cautious stance from investors.
Final ThoughtsStrength across the commercial and defense aerospace markets, supported by solid aircraft build rates, strong engine spares demand and elevated defense spending, is expected to drive Howmet Aerospace's growth. Despite its premium valuation, strong growth prospects make the stock worth considering.
Sensata Technologies Holding plc zvýšila ve 2. čtvrtletí tržby o 5 % na 990,6 milionu USD a volný peněžní tok vyskočil o 61,4 % na 186,4 milionu USD. Dluh ale zůstává vysoký, i když firma splatila 400 milionů USD.
Key Takeaways Sensata posted 5% revenue growth, with a fourth straight quarter of companywide organic expansion.Margins widened as higher volumes and productivity lifted results, while free cash flow jumped 61.4%.Debt fell after a $400 million repayment, but soft vehicle output and tariff timing remain key risks. Sensata Technologies Holding plc (ST - Free Report) is producing broader growth, stronger margins and better cash conversion. Its valuation also remains below key industry benchmarks.
The investment case is not one-sided. Debt is still substantial, vehicle production is soft and the expected truck recovery has yet to fully develop.
ST’s Broad-Based Growth Case Is Getting StrongerSecond-quarter 2026 revenues increased 5% year over year to $990.6 million. Organic growth reached 4.4%, marking a fourth consecutive quarter of companywide organic expansion.
Automotive organic revenues rose 1.8%, while Aerospace, Defense and Commercial Equipment grew 10.9% and Industrials advanced 4.2%. TE Connectivity plc (TEL - Free Report) spans transportation, industrial and data-center markets with connectivity and sensor products. Woodward, Inc. (WWD - Free Report) supplies energy-control solutions for aerospace and industrial equipment, making both relevant comparisons for Sensata’s end-market mix.
Sensata’s Margin and Cash Gains Improve QualityAdjusted operating margin expanded 50 basis points to 19.5% as higher volumes and productivity gains offset tariff pass-through dilution. Automotive margin improved 120 basis points, while Aerospace, Defense and Commercial Equipment margin rose 340 basis points.
Free cash flow increased 61.4% to $186.4 million, equal to 130% of adjusted net income. Working-capital initiatives shortened the cash conversion cycle by 15 days over the past 18 months, strengthening Sensata’s ability to reduce debt without sacrificing operating investment.
ST’s Valuation Leaves Room for DebateST trades at 2.4X trailing 12-month book value, below the Zacks sub-industry’s 3.0X but above its five-year median of 1.9X. That discount supports the value case, though it is less pronounced relative to the stock’s own history.
The shares also trade at 12.9X current-fiscal-year earnings and 1.9X trailing sales, compared with industry multiples of 21.6X and 3.6X. Those gaps look favorable, but the stock’s 35.9% six-month gain suggests investors have recognized part of the operating improvement.
Sensata’s Debt Still Limits Capital AllocationSensata used $400 million of cash to retire about $406 million of long-term debt in the second quarter. Gross debt declined to $2.46 billion and net leverage fell to 2.4 times trailing 12-month adjusted EBITDA, reaching management’s target two quarters early.
Net debt still stood at $2.06 billion. Management continues to prioritize deleveraging and balance-sheet resilience, which can restrict capacity for larger acquisitions or more aggressive share repurchases.
ST Faces Cyclical and Tariff Execution RisksGlobal light-vehicle production is forecast to decline 2% in 2026, including sharper expected drops in the second half. Sensata must sustain content gains and market-share wins to offset weaker production, particularly after failing to outgrow China in the second quarter.
North American truck production also remains soft, although double-digit order growth supports expectations for a second-half recovery. Third-quarter guidance includes about $10 million each of tariff costs and customer recoveries, but policy changes could disrupt reimbursement timing.
ST’s Hold Signal Meets Strong Style ScoresSensata’s growth, margin and cash-flow trends support a more constructive view, but debt, cyclical exposure and a valuation above its historical median temper the case for buying after the recent rally. Existing investors may have reasons to hold, while prospective buyers may prefer a better entry point or more evidence of durable growth.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for 2026 earnings has moved 1.1% higher in the past four weeks. A Momentum Score of A and VGM Score of A, along with a Value Score of B and Growth Score of B, indicate favorable characteristics, but Style Scores complement rather than override the Zacks Rank.
Taurus dokončil 18měsíční integraci Hedera a zpřístupnil bankám custody, staking, tokenizaci, node infrastrukturu i smart kontrakty na jedné platformě. Jeho technologii používá více než 40 bank a regulovaných institucí včetně Deutsche Bank a State Street.
Taurus completed an 18-month integration of Hedera on Aug. 5, giving banks and regulated financial institutions access to custody, staking, token issuance, node infrastructure and smart contract deployment through one provider, according to a press release shared with crypto.news.
Summary
Taurus completed an 18-month Hedera rollout covering custody, staking, tokenization, nodes, and smart contract services. More than 40 banks and institutions use Taurus technology, including Deutsche Bank and State Street. Institutions can now custody HBAR, stake tokens, issue assets, and deploy Hedera smart contracts directly. The integration spans Taurus-PROTECT, Taurus-EXPLORER, and Taurus-CAPITAL under one institutional risk framework for banks worldwide. Taurus joined the Hashgraph Association’s membership program in July after launching the partnership in 2025. The Hashgraph Association said the final phase added Hedera smart contract support to the Taurus platform. The rollout is available across Taurus-PROTECT, Taurus-EXPLORER and Taurus-CAPITAL.
Taurus technology is used by more than 40 banks and regulated institutions, including Deutsche Bank, CACEIS and State Street. The announcement did not identify a bank that has already launched a live Hedera product through the completed integration.
Taurus now supports the full @hedera stack, covering custody, staking, tokenization and smart contracts within one platform.
Built over 18 months, Taurus serves 40+ banks, including Deutsche Bank, and State Street.
Learn more: https://t.co/qgImdomYU8#Hedera #Web3…
— The Hashgraph Association (@The_Hashgraph) August 5, 2026 Taurus Hedera integration now covers five functions Institutions can custody and stake HBAR, Hedera’s native asset, while retaining the controls used for other assets inside Taurus. They can also access node infrastructure and issue tokens through the Hedera Token Service, which supports the creation and management of native fungible and nonfungible assets.
The newly delivered smart contract layer uses Hedera’s EVM compatible Smart Contract Service. This allows banks, issuers and technology partners to deploy Solidity based applications using familiar Ethereum development tools. The companies cited tokenized bonds, funds and stablecoins as possible products, but they did not announce a specific issuance, customer launch or transaction volume.
The companies cited tokenized bonds, funds and stablecoins as possible products. However, they did not announce a specific issuance, customer launch or transaction volume.
Lamine Brahimi, co-founder and managing partner of Taurus, said financial institutions increasingly want infrastructure that can support several digital asset functions.
“Financial institutions need infrastructure that can cover more than one digital asset use case. They want a single platform for the full spectrum of their strategy.”
Brahimi added that supporting the complete Hedera technology stack enables institutions to use “native tokenization, smart contracts, and custody capabilities within the same regulated infrastructure they already trust.”
One platform could reduce repeated bank integrations Taurus and The Hashgraph Association framed the integration as a way to reduce vendor fragmentation. A bank that begins with HBAR custody could later add staking, tokenization or programmable products without selecting another infrastructure provider and completing a separate technical integration.
Micha Roon, head of engineering at The Hashgraph Group, said the single-platform model could remove technical barriers created by working with several vendors.
“This single-platform approach entirely removes the technical friction of vendor sprawl, empowering engineering teams to seamlessly scale from simple custody to programmable tokenization on Hedera without ever initiating another integration project.”
The expected benefit remains a company assessment. Taurus did not publish figures showing how much time, cost or compliance work banks could save. Kamal Youssefi, president of The Hashgraph Association, said regulated institutions “can now enter the Web3 space with ease and confidence.” The statement describes the organizations’ expectation rather than verified customer adoption.
Taurus’ official platform materials describe a modular system for custody, tokenization and trading. Its website identifies State Street, Deutsche Bank and CACEIS among institutions using or partnering with its technology, supporting the announcement’s claim that the provider already serves major regulated firms.
MiCA and U.S. policy shape the institutional pitch The integration arrives as financial institutions assess digital asset products under changing legal frameworks in Europe and the U.S.
The Markets in Crypto-Assets Regulation has established common rules for covered crypto businesses across the European Union. In the U.S., lawmakers continue debating the CLARITY Act and how oversight of digital assets should be divided between federal regulators.
Kamal Youssefi, president of The Hashgraph Association, linked the Taurus integration to those policy developments.
“With the MICA regulatory framework taking effect in Europe, alongside the progress in the USA with the Clarity Act, institutional investors and highly regulated financial institutions can now enter the Web3 space with ease and confidence, thanks to the full integration of the Hedera technology stack into Taurus’s crypto infrastructure solutions.”
His statement reflects the association’s position. MiCA does not automatically approve every product developed through Hedera, while the CLARITY Act remains subject to the U.S. legislative process.
Youssefi also described the integration as a step toward broader institutional use of Hedera.
“Utilizing one of the best governed enterprise grade public networks, and leveraging Taurus’s full range of industry leading capabilities, this partnership represents another major milestone in the institutional adoption of the Hedera network.”
Evidence of wider adoption will depend on named bank launches, transaction data and disclosed tokenized products.
The rollout builds on an earlier Hedera partnership Taurus and The Hashgraph Association announced their strategic partnership before completing the wider integration. The initial work brought HBAR custody and staking to Taurus-PROTECT and added Hedera Token Service support to Taurus-CAPITAL.
Taurus then joined The Hashgraph Association’s Global Membership Program in July 2026. The smart contract phase broadens the earlier work beyond holding HBAR and issuing native tokens.
It also gives tokenization engines, stablecoin issuers and fund administrators a route to build Hedera products while using Taurus for custody and institutional controls.
Notably, crypto.news reported, Taurus integrated P2P.org staking infrastructure in June. The arrangement allows financial institutions to access proof-of-stake networks while retaining custody and control inside their existing Taurus workflows.
Live bank products are the next test The announcement confirms technical availability, not demand. Taurus and The Hashgraph Association did not disclose pricing, the number of clients that requested Hedera support or the value of HBAR and tokenized assets currently held through the platform.
The next verified developments will be live products from Taurus clients. These could include a tokenized bond, regulated fund, stablecoin or another programmable asset deployed through Hedera’s smart contract service. Public transaction data and named institutional issuers would provide clearer evidence that the integration is moving beyond infrastructure readiness.
Crypto.news reported that Hedera added ERC-3643 support to its Asset Tokenization Studio and that KAIO expanded institutional fund offerings on the network. Those projects show an existing tokenization ecosystem, but Taurus must still convert its banking reach into disclosed Hedera deployments.
Martin Marietta získala všechna potřebná regulační schválení pro fúzi s Lhoist North America. Uzavření transakce se nyní očekává ve třetím čtvrtletí 2026.
August 05, 2026 12:20 ET | Source: Martin Marietta Materials, Inc.
RALEIGH, N.C., Aug. 05, 2026 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE: MLM) (Martin Marietta or the Company), today announced that it has received all necessary regulatory approvals for its previously announced combination with Lhoist North America, Inc. (LNA). The transaction is now expected to close in the third quarter of 2026, subject to customary closing conditions.
About Martin Marietta
Martin Marietta, a member of the S&P 500 Index, is an American-based company and a leading supplier of aggregates and other building materials. Through a network of operations spanning 29 states, Canada and The Bahamas, dedicated Martin Marietta teams supply the resources necessary for building the solid foundations on which our communities thrive. Martin Marietta’s Specialties business provides high-purity magnesia and dolomitic lime products used worldwide in environmental, industrial, agricultural and other specialty applications. Upon completion of the LNA combination, Martin Marietta expects to become the nation’s leading producer of lime and limestone solutions. For more information, visit www.martinmarietta.com or www.magnesiaspecialties.com.
This press release contains forward-looking statements under the federal securities laws, including the Private Securities Litigation Reform Act of 1995. These statements include: the expected timing for completing the transaction. These statements involve risks and uncertainties and are based on assumptions that the Company believes are reasonable, but which may differ materially from actual results, including, among others, risks and uncertainties relating to the timing of consummation of the transaction; the risk that the conditions to closing of the transaction may not be satisfied, or that the closing of the transaction does not occur. These statements reflect the Company’s current expectations or forecasts of future events. You can identify these statements because they do not relate only to historical or current facts and may use words such as “guidance”, “anticipate”, “may”, “expect”, “should”, “believe”, “will”, and other words of similar meaning in connection with future events or future performance. Any or all of the Company’s forward-looking statements herein and in other publications may prove to be incorrect.
A further list and description of risks, uncertainties and other matters can be found in Martin Marietta’s Annual Report on Form 10-K for the year ended December 31, 2025 and in Martin Marietta’s subsequent reports on Form 10-Q, including the sections thereof captioned “Other Matters” and “Item 1A. Risk Factors”, and in Martin Marietta’s subsequent reports on Form 8-K. Except as required by law, Martin Marietta does not undertake any obligation to publicly update any forward-looking statements whether as a result of new information, future events, changed circumstances or otherwise.
FTI Consulting potvrdila výhled tržeb na 3,94–4,10 mld. USD pro rok 2026, ale upravený zisk na akcii překonal odhady jen mírně. Akcie po výsledcích z 30. července klesly o 4,1 %.
Key Takeaways FTI Consulting's adjusted EPS beat estimates as revenues rose 5.3% year over year.Higher direct and SG&A costs cut adjusted EBITDA 6.4% and narrowed the margin to 10.5%.Technology revenues climbed 18.4% y/y, while 2026 revenue guidance stayed at $3.94-$4.10 billion. FTI Consulting, Inc. (FCN - Free Report) reported second-quarter 2026 results with adjusted earnings of $2.16 per share, topping the Zacks Consensus Estimate of $2.09 by 3.4%. Earnings increased 1.4% year over year, aided by a lower tax rate and fewer outstanding shares, while revenues rose 5.3% year over year.
Lower pass-through revenues partly offset growth in Corporate Finance, Technology and Forensic and Litigation Consulting. Billable headcount increased 3.2%.
However, the results did not impress the market as the stock has declined 4.1% since the earnings release on July 30.
FCN shares have depreciated 6.4% over the past year compared with the industry’s 30.2% decline. The Zacks S&P 500 composite has risen 22.9% over the same time frame.
FCN's Profitability Faces Cost PressureNet income declined 19.4% year over year to $57.8 million. GAAP earnings were $1.99 per share, down 6.6%, and included $0.17 in extraordinary litigation-related expenses.
Adjusted EBITDA fell 6.4% to $104.5 million as higher direct costs and selling, general and administrative expenses more than offset revenue growth. The adjusted EBITDA margin contracted 130 basis points to 10.5%.
Direct costs reflected continued investments in senior talent and supporting teams across Corporate Finance, Forensic and Litigation Consulting and Strategic Communications. Selling, General & Administrative (SG&A) expenses increased to $230.7 million from $202.2 million due to higher compensation, travel and entertainment, and legal costs.
FTI Consulting's Corporate Finance Revenues RiseCorporate Finance revenues increased 8.5% year over year to $411.4 million. Higher realized bill rates across transactions, transformation, and turnaround and restructuring services, along with increased transformation demand and higher success fees, supported growth.
Transformation revenues advanced 26%, while transactions revenues increased 10%. Turnaround and restructuring revenues declined 2%, reflecting a softer market, although management said the company continued to gain share in large and complex restructuring matters.
Adjusted segment EBITDA rose 5.3% to $86 million. However, the margin declined to 20.9% from 21.5% as higher compensation, including the impact of a 7.8% rise in billable headcount and increased SG&A expenses, partly offset revenue gains.
FCN's Technology Segment Delivers Strong GrowthTechnology revenues increased 18.4% to $99 million, driven by stronger demand for merger-related second-request services. This was partly offset by lower demand for investigations services.
Adjusted segment EBITDA jumped 71.3% to $9.1 million, while the margin expanded to 9.1% from 6.3%. Higher revenues more than offset increased compensation, including higher as-needed consultant costs, and SG&A expenses.
Forensic and Litigation Consulting revenues grew 4.1% to $194.3 million. Higher realized bill rates and demand for risk and investigations services offset weaker demand for dispute advisory services. Adjusted segment EBITDA edged up 0.5% to $31.4 million.
FTI Consulting's Economic Business Improves SequentiallyEconomic Consulting revenues declined 1.5% year over year to $188.8 million. Lower demand for non-merger & acquisitions (M&A)-related antitrust and international arbitration services was partly offset by stronger M&A-related antitrust demand and higher realized bill rates in financial economics.
The segment improved sharply compared with the first quarter, with revenues rising 7.5% sequentially. Adjusted segment EBITDA improved to $8.8 million from a loss of $5.9 million, reflecting higher revenues and lower compensation expenses.
Strategic Communications revenues decreased 2.6% to $100 million due to a $7.4 million decline in pass-through revenues. Excluding pass-through revenues, sales increased 5.4%, driven primarily by higher demand for corporate reputation services.
FCN Generates Strong Quarterly Cash FlowNet cash provided by operating activities increased to $152.3 million from $55.7 million a year earlier. Free cash flow totaled $141 million, compared with $38.3 million in the prior-year quarter.
FTI Consulting repurchased 2.6 million shares at an average price of $150.84, spending $390.9 million. The company had approximately $344 million remaining under its repurchase authorization at quarter-end.
Cash and cash equivalents were $163.7 million as of June 30, 2026, compared with $198.3 million at the end of the preceding quarter. Total debt reached $1.02 billion, primarily reflecting capital deployed for share repurchases.
FTI Consulting Reaffirms Revenue GuidanceThe company reaffirmed its 2026 revenue guidance of $3.94-$4.10 billion, with the midpoint of $4.02 billion being higher than the Zacks Consensus Estimate of $3.98 billion. It lowered GAAP earnings guidance to $8.70-$9.30 per share from $8.90-$9.60, reflecting extraordinary litigation-related expenses.
Adjusted earnings are projected between $9.10 and $9.70 per share, with the midpoint of $9.40 per share being higher than the Zacks Consensus Estimate of $9.25 per share. Management expects Economic Consulting to generate year-over-year revenues and adjusted segment EBITDA growth during the second half.
The effective tax rate is expected to be between 21% and 23%, down from the previous 22-24% range. SG&A expenses are projected to be roughly $70 million higher than in 2025, compared with the earlier expectation of a $60 million increase.
Currently, FTI Consulting carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Earnings SnapshotsTrane Technologies plc (TT - Free Report) reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year.
Clean Harbors, Inc. (CLH - Free Report) posted better-than-expected second-quarter 2026 results. CLH’s adjusted earnings of $3.22 per share beat the Zacks Consensus Estimate by 17.5% and rose 36.4% year over year. Total revenues of $1.74 billion surpassed the consensus estimate by 6.8% and increased 12% from the year-ago quarter.
Uniswap se blíží ke spuštění launchpadu pools.trade na Robinhood Chain, spuštění je plánováno na 5. srpna v 16:00 UTC. Platforma má umožnit tvorbu a vydávání tokenů přímo na síti.
Uniswap Prepares to Launch pools.trade on Robinhood Chain@Uniswap is moving closer to activating its dedicated launchpad on Robinhood Chain. The platform, known as pools.trade, has been flagged as "coming soon" on its official site, with a countdown pointing to a rollout scheduled for 4:00 p.m. UTC on August 5.
pools.trade is designed to facilitate the creation and issuance of tokens directly on Robinhood Chain. If it becomes a more native Uniswap launchpad, it could bring together the pieces Uniswap already has: its own launch and price-discovery mechanisms, v4 pools, the Launches feed for distribution, and the Uniswap interface for trading.
Robinhood Chain went live on July 1, 2026 as an Arbitrum Orbit L2 that settles on Ethereum. Uniswap Protocol and UniswapX are live alongside support in Uniswap Web App, Wallet, and API, with Robinhood serving nearly 28 million customers.
A Growing Launchpad EcosystemThe timing of pools.trade's launch comes as activity on Robinhood Chain has surged. More than 340,000 new tokens launched on Uniswap via Robinhood Chain launchpads in July 2026, generating $3.6 billion in trading volume. Uniswap has also introduced a Launches beta tab in its web app, aggregating tokens from launchpads using Uniswap as their trading infrastructure, including Bankr, Pons, and Long.
The platform's integration with Uniswap's v4 protocol, which introduced features like hooks and custom liquidity pools, could offer unique advantages over competitors. The token issuance space has seen increased competition, with platforms like Pump.fun and others offering simplified token creation tools on various blockchains.
Robinhood Chain had accumulated approximately $431 million in total value locked, nearly $400 million in stablecoin market capitalization, and close to $9 billion in cumulative decentralized exchange volume within three weeks of launch. More than 80% of decentralized exchange activity still comes from memecoin trading despite the network's long-term focus on tokenized assets.
Sources:
Uniswap to Launch Token Issuance Platform pools.trade on Robinhood Chain - CryptoNews
Uniswap rolls out Launches tab starting with Robinhood Chain - Crypto Briefing
Inside Uniswap's Land Grab on Robinhood Chain - Yahoo Finance
Tanger uvedl, že návštěvnost v červnu a červenci zvýšilo mistrovství světa a že letos je v tržbách asi o 5 % výš. Silné byly i prodeje sportovních značek.
Tanger CEO Stephen Yalof said the store operator saw traffic increase in June and July due to international and domestic tourism tied to the World Cup.
"We knew when you get these new visitors that come for a huge magnet event like World Cup, you've got one opportunity to introduce them to your brand, and then hopefully they become a great ambassador for the brand if they have a great experience," Yalof told CNBC on Wednesday.
The company, which has shopping centers in eight of the 11 host cities for the tournament, said it also saw sales increase and its athletic brands perform strongly amid a boom in excitement and business around the World Cup.
"Traffic drives sales. Traffic and sales always move together," Yalof said. "For the year, we're up about 5% sales-wise, which is pretty substantial."
Yalof said the company saw World Cup tourists looking for a "real American experience," like eating at a Chick-Fil-A or listening to American music, noting that many of those options are located within the four walls of a Tanger center or next to one.
"What we add to the mix is that value shopping experience, particularly in our outlet centers, which give these customers the opportunity to shop American brands like Polo and Michael Kors and Kate Spade and Coach and Nike, and buy that product at the best possible price," he added.
Yalof said the company was prepared to take the most advantage of summer traffic from the World Cup to build "long-term customer loyalty" for its products and brands.
He said the company also saw more domestic traffic, as more Americans choose to travel within the country this year due to rising oil prices and the current geopolitical macroenvironment.
Because Tanger centers include retail, food and beverage, and entertainment, Yalof said the company saw customers come to its stores for one experience and stay for others.
"That's what's going to keep us and make us top of mind when these people come back or when they go and they tell their friends about the wonderful experience they had when they came and visited," Yalof said.
Tanger also reported strong second-quarter results on Tuesday afternoon, citing strength in "enhanced marketing and traffic-driving initiatives across our portfolio."
On a call with analysts, Yalof added that the strength in the current movie business and box office has also helped.
"People are coming early to enjoy the shopping, staying late and enjoying the dining," Yalof said. "And that flywheel that we've created and the new merchandising mix has really been a great customer draw."
Charles River Laboratories (CRL - Free Report) came out with quarterly earnings of $3.02 per share, beating the Zacks Consensus Estimate of $2.72 per share. This compares to earnings of $3.12 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +11.03%. A quarter ago, it was expected that this medical research equipment and services provider would post earnings of $1.96 per share when it actually produced earnings of $2.06, delivering a surprise of +5.1%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Charles River, which belongs to the Zacks Medical Services industry, posted revenues of $1 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.43%. This compares to year-ago revenues of $1.03 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Charles River shares have added about 17.4% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Charles River?While Charles River has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Charles River was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.05 on $943.09 million in revenues for the coming quarter and $11.05 on $3.85 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical Services is currently in the top 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Nutex Health Inc. (NUTX - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This company is expected to post quarterly earnings of $5.26 per share in its upcoming report, which represents a year-over-year change of +278.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Nutex Health Inc.'s revenues are expected to be $215.2 million, down 11.8% from the year-ago quarter.
BNB Chain spustil hackathon „Build the Era“, který má vytvořit hlavní tržiště pro jeho síť on-chain AI agentů. Výherní platforma může být oficiálně přijata jako produkt „BNB Agent Studio".
BNB Chain Targets Its Growing AI Agent Ecosystem@BNBChain has launched a strategic hackathon called "Build the Era," with one clear objective: create the definitive marketplace for its rapidly expanding network of on-chain AI agents. The initiative comes as the chain cements its position as the leading home for AI agents built on the ERC-8004 standard.
According to BNB Chain's own data, BNB Smart Chain now hosts more than 200,000 ERC-8004 agents as of mid-July 2026, representing roughly 60% of all such agents registered across 26 networks and more than every other network combined. The Defiant reported earlier this year that BNB Chain had already surpassed Ethereum as the blockchain hosting the largest number of AI agents under the ERC-8004 standard, a figure that has continued climbing significantly since.
ERC-8004 is an on-chain identity standard that gives autonomous AI agents a verifiable, portable identity across platforms, allowing them to register identities, build reputation, and transact with each other without human intermediaries. Despite this growth, the sheer volume of registered agents has created a practical problem: discoverability. With hundreds of thousands of agents active on-chain, there is currently no unified platform for developers and users to find, evaluate, and hire them. That is the gap "Build the Era" aims to close.
Over $40,000 in Prizes and a Path to Official AdoptionThe hackathon offers more than $40,000 in initial prize liquidity, with sponsors including @TermiX_A, @PancakeSwap, @alt_layer, @binance Pay, and @AltanaNetwork. Crucially, the winning submission is not just in line for a cash prize. The top platform is slated for official adoption as a standalone "BNB Agent Studio" product, giving the winner a direct route into the core BNB Chain ecosystem alongside incubation support from ecosystem partners.
The move is consistent with a broader pattern from @BNBChain, which has used a series of developer incentive programs throughout 2026 to accelerate AI-native infrastructure on its network. By turning the marketplace problem into a competitive build challenge, the chain is effectively crowdsourcing one of its most pressing infrastructure gaps while simultaneously rewarding the builders who solve it.
For @PancakeSwap and the other prize sponsors, the hackathon represents a direct stake in shaping how AI agents are discovered and deployed across the $BNB ecosystem going forward.
Sources:
BNB Chain Blog: AI Agent Landscape, Agents, Tools, and Payments
The Defiant: BNB Chain Overtakes Ethereum by Number of AI Agents
Chainwire: BNB Chain Announces Support for ERC-8004
Solana na testnetu snížila slot time ze 400 ms na 350 ms a zahájila postupný upgrade směrem k cíli 200 ms. Na mainnetu má Agave v4.2 dorazit kolem 17. srpna.
Solana just took its first concrete step toward doubling its confirmation speed. On August 5, the network activated a slot time reduction from 400 milliseconds to 350 milliseconds on testnet, kicking off a phased upgrade that aims to eventually cut slot duration in half.
The change is governed by SIMD-0525, a proposal that lays out four sequential 50ms decrements. The end goal: 200ms slots.
How the upgrade works Anza CEO Brennan Watt announced the activation just hours before it went live, urging validators to upgrade to the Agave v4.2 client.
Each 50ms reduction can only activate after receiving supermajority endorsement from validators, meaning roughly two-thirds of staked validators need to explicitly opt in before anything changes.
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There’s also a built-in buffer: a one-epoch delay between when a feature activates and when it actually takes effect. In Solana terms, an epoch lasts about two to three days. The delay gives operators time to confirm everything is running smoothly before the network commits to the new parameters.
No breaking changes were reported on testnet during this first transition.
For context, slot time is the interval during which a validator produces a block. Once fully implemented, confirmations are expected to become roughly twice as fast as the previous standard.
The bigger picture for Solana in 2026 The mainnet rollout of the Agave v4.2 client is expected around August 17.
Running alongside the slot time work is Alpenglow, a new consensus framework designed to optimize finality times. If slot time reduction is about producing blocks faster, Alpenglow is about making those blocks irreversible faster.
The Solana Foundation has framed this evolutionary approach as a balance between speed and stability.
What this means for investors The phased approach introduces a distinct dynamic for market watchers. Each subsequent 50ms reduction requires a fresh supermajority vote from validators, creating four distinct checkpoints where the upgrade’s momentum gets tested.
For SOL holders specifically, the August 17 mainnet target is the date to circle. Testnet activations prove the technology works. Mainnet activations prove the network can handle it with real stakes on the line.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Společnost Take-Two Interactive spouští tokenizované akcie $TTWO na Solaně prostřednictvím Backpack Securities. Každý token je krytý v poměru 1:1 skutečnou akcií a lze jej obchodovat nonstop.
The line between Wall Street and Web3 just got a little blurrier. Take-Two Interactive, the publisher behind Grand Theft Auto and NBA 2K, is listing tokenized equity on the Solana blockchain through Backpack Securities, giving investors a new way to get exposure to one of gaming’s biggest names.
The listing, arriving August 6, 2026, brings $TTWO to Solana as a tokenized representation of the company’s NASDAQ-listed shares. Each token is backed 1:1 by underlying TTWO stock and is redeemable for the real thing.
What tokenized equity actually means here Traditional equity markets close at 4 p.m. Eastern. Solana does not. $TTWO tokens can be traded around the clock, transferred wallet-to-wallet, and plugged into decentralized finance applications, things a standard brokerage account simply can’t do.
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Take-Two’s stock was trading at approximately $240 heading into the listing. GTA VI, originally slated for 2025 before being pushed back, is now locked in for November 19, 2026.
Backpack Securities and the tokenized equity playbook Backpack Securities previously launched $SPCX, a tokenized representation of SpaceX shares, which crossed over $1B in trading volume. The move to tokenize a publicly traded company like Take-Two is a slightly different play than SpaceX, which is private and where tokenization solves a genuine access problem. TTWO shares are already tradeable for anyone with a Schwab account. Here, the value proposition shifts more toward convenience, composability with DeFi, and global accessibility for investors in markets where US brokerage access is cumbersome or unavailable.
Backpack’s approach also introduces self-custody into the equation. Investors can hold $TTWO tokens in their own wallets, not in a brokerage account they don’t fully control.
What this means for investors watching both markets The 1:1 redeemability should keep $TTWO prices anchored to the underlying share price through arbitrage. If the token trades at a discount to the stock, someone buys the token, redeems it for shares, and pockets the difference. If it trades at a premium, the reverse applies.
For Solana specifically, landing a publicly traded blue-chip like Take-Two as a tokenized equity is a meaningful signal. If $TTWO volume follows the pattern $SPCX established, it adds another data point to the case that tokenized equities on Solana have a real user base, not just a theoretical one.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Coinbase uvedla, že ve 2. čtvrtletí 2026 provozovala 23 validátorů Solany a stakovala zhruba 41,63 milionu SOL, tedy 9,72 % celkového staked objemu sítě. Její validátory zároveň překonaly průměr sítě v APY (6,52 % oproti 6,38 %) i stabilitě.
PANews, August 6 – Coinbase released its Solana validator operations report for the second quarter of 2026, stating that its Solana validators outperformed the network average in yield, stability, and infrastructure distribution.
Data shows that Coinbase currently stakes approximately 41.63 million SOL through 23 validator nodes, accounting for 9.72% of Solana’s total staked amount. The nodes are distributed across 7 countries, including the United States, the United Kingdom, Germany, Japan, and Singapore. Key operational data are as follows:
Staking scale: 41.63 million SOL, accounting for 9.72% of the network’s total staked amount; Staking yield: Q2 2026 APY of 6.52%, above the network average of 6.38%, leading by 14 basis points; Block skip rate: 0.035%, lower than the network average of 0.136%, approximately one-quarter of the network average. Coinbase states that its validators adopt a multi-client architecture, currently running four clients: Harmonic, Jito, JitoBAM, and Firedancer. All solutions have been reviewed by the Solana Foundation and do not employ aggressive MEV timing strategies that could affect user experience.
In terms of infrastructure, Coinbase deploys its validators on two independent bare-metal providers and configures off-site backups for each node to reduce the risk of single points of failure. Meanwhile, the company states that it has migrated the entire validator cluster to the DoubleZero network, achieving approximately 99.9% session availability.
Coinbase also revealed that it is preparing for Solana’s anticipated Alpenglow consensus upgrade later in 2026, including running community test nodes, developing new consensus health monitoring tools, and completing voting account upgrade verification.
Coinbase stated that as Solana evolves towards a lower-latency consensus mechanism, high-performance infrastructure and stable validators will be critical factors in ensuring network operations.
J&J Snack Foods (JJSF - Free Report) came out with quarterly earnings of $1.96 per share, beating the Zacks Consensus Estimate of $1.81 per share. This compares to earnings of $2 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +8.29%. A quarter ago, it was expected that this drink and snack maker would post earnings of $0.39 per share when it actually produced earnings of $0.4, delivering a surprise of +2.56%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
J&J Snack Foods, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $425.96 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.04%. This compares to year-ago revenues of $454.29 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
J&J Snack Foods shares have lost about 13% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for J&J Snack Foods?While J&J Snack Foods has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for J&J Snack Foods was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.45 on $400.5 million in revenues for the coming quarter and $4.00 on $1.52 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Food - Miscellaneous is currently in the bottom 16% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Armanino Foods of Distinction Inc. (AMNF - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly earnings of $0.15 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Armanino Foods of Distinction Inc.'s revenues are expected to be $21.2 million, up 6.2% from the year-ago quarter.
Restaurant Brands International má 6. srpna zveřejnit výsledky za 2. čtvrtletí; tržby mohou podpořit Tim Hortons a mezinárodní expanze, zatímco Popeyes může výsledky brzdit.
Key Takeaways Restaurant Brands is expected to benefit from Tim Hortons' breakfast demand and digital engagement.QSR may see support from international expansion and Burger King China's improving performance.Popeyes' softer sales and higher costs could weigh on Restaurant Brands' quarterly results. Restaurant Brands International Inc. (QSR - Free Report) is scheduled to report second-quarter 2026 results on Aug. 6, before the opening bell.
In the previous quarter, the company’s earnings surpassed the Zacks Consensus Estimate by 4.9% while the revenues beat the same by 1%.
Restaurant Brands' earnings surpassed the consensus mark in three out of the trailing four quarters and missed once, with the average surprise being 2%.
How Are QSR’s Estimates Placed for Q2?The Zacks Consensus Estimate for the second quarter is pegged at an earnings per share of $1.03, up 9.6% year over year.
For revenues, the consensus mark is pegged at nearly $2.50 billion, indicating an increase of 3.9% from the prior-year quarter’s figure.
Let us check out the factors that are likely to have influenced the quarter.
Key Factors to Note Ahead of QSR’s Q2 ResultsRestaurant Brands' second-quarter 2026 revenues are likely to have been supported by continued strength at Tim Hortons, where solid breakfast demand, expanding cold beverage sales, value-focused meal bundles and higher digital engagement are expected to have driven growth. Seasonal beverage innovation and sustained customer engagement are also likely to have supported performance during the quarter. Our model projects Tim Hortons revenues to increase 2.3% year over year to $1.11 billion.
International operations are also likely to have remained a key growth driver, backed by localized menu innovation, compelling value offerings and ongoing restaurant expansion across major markets such as China, Japan, Brazil, Spain, Germany and Australia. Burger King China's improving performance under its new joint venture and continued expansion at Firehouse Subs are expected to have supported overall systemwide sales. However, due to its reporting structure and the continued refranchising of company-operated restaurants, our model forecasts Burger King revenues to decline 11.4% year over year to $343.6 million despite healthy underlying brand momentum.
The company's bottom line is likely to have benefited from healthy comparable-sales growth across key brands, operating leverage, disciplined cost management and continued royalty income from its predominantly franchised business. Lower interest expense, ongoing share repurchases and productivity initiatives are also expected to have supported earnings growth by partially offsetting inflationary pressures.
On the flip side, second-quarter performance is likely to have been constrained by continued weakness at Popeyes, where soft comparable sales and ongoing turnaround initiatives may have weighed on results. Persistent beef inflation is likely to have continued to pressure restaurant-level margins, while higher Tim Hortons marketing expenses and a softer Canadian consumer environment might have limited profitability. Reflecting these headwinds, our model projects Popeyes Louisiana Kitchen revenues to decline 8.7% year over year to $191.8 million.
What Our Model Indicates for QSROur proven model does not conclusively predict an earnings beat for Restaurant Brands this time around. The company does not have the right combination of the two key ingredients — a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) — to increase the odds of an earnings beat.
Earnings ESP: The Earnings ESP for QSR is +2.20%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: QSR currently carries a Zacks Rank of 4 (Sell).
Stocks Poised to Beat on EarningsHere are a few stocks from the Zacks Retail-Wholesale sector, which, according to our model, have the right combination of elements to post an earnings beat this reporting cycle.
CAVA Group, Inc. (CAVA - Free Report) currently has an Earnings ESP of +20.30% and a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
In the to-be-reported quarter, CAVA’s earnings are expected to increase 6.3% year over year. CAVA’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed on one occasion, with the average surprise being 16.6%.
Brinker International, Inc. (EAT - Free Report) currently has an Earnings ESP of +0.12% and a Zacks Rank of 3.
In the to-be-reported quarter, Brinker earnings are expected to register a 23.3% year-over-year decline. EAT’s earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 6.8%.
Sweetgreen, Inc. (SG - Free Report) has an Earnings ESP of +11.54% and a Zacks Rank of 2 at present.
In the to-be-reported quarter, Sweetgreen’s earnings are expected to register a 35% year-over-year increase. Sweetgreen’s earnings missed estimates in each of the trailing four quarters, with the average miss being 42.4%.
Společnost Hudson Pacific Properties oznámila FFO 0,35 USD na akcii, nad odhadem 0,28 USD, a tržby 188,3 milionu USD také překonaly očekávání. Akcie letos přidaly asi 29,1 %.
Hudson Pacific Properties (HPP - Free Report) came out with quarterly funds from operations (FFO) of $0.35 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to FFO of $0.28 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an FFO surprise of +25.00%. A quarter ago, it was expected that this real estate investment trust would post FFO of $0.18 per share when it actually produced FFO of $0.25, delivering a surprise of +38.89%.
Over the last four quarters, the company has surpassed consensus FFO estimates four times.
Hudson Pacific, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $188.3 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.20%. This compares to year-ago revenues of $190 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.
Hudson Pacific shares have added about 29.1% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Hudson Pacific?While Hudson Pacific has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Hudson Pacific was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $0.29 on $185.89 million in revenues for the coming quarter and $1.14 on $742.31 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, FrontView REIT, Inc. (FVR - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This company is expected to post quarterly earnings of $0.33 per share in its upcoming report, which represents a year-over-year change of +3.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
FrontView REIT, Inc.'s revenues are expected to be $18.44 million, up 5.1% from the year-ago quarter.
ONON v prvním čtvrtletí zvýšil čisté tržby při konstantním kurzu o 26,4 % a vedení očekává v roce 2026 alespoň 23% růst. Asie a Tichomoří vyskočila o 61,4 %.
Key Takeaways On targets at least 23% constant-currency sales growth in 2026, led by DTC, Asia-Pacific and apparel.Asia-Pacific sales surged 61.4%, while EMEA posted a sixth straight quarter of over 25% growth.ONON faces tariff exposure, rising marketing costs and a valuation that leaves little room for missteps. Shares of On Holding AG (ONON - Free Report) have gained 11.2% in the past three months as investors responded to improving execution, expanding margins and broad-based demand. The advance raises a key question: can operating momentum support further gains over the longer term?
On’s premium positioning, innovation pipeline and widening global footprint offer a favorable growth setup. Still, tariff exposure, rising investment and a demanding valuation leave less room for execution missteps.
ONON Growth Drivers Support MomentumOn’s growth strategy rests on product innovation, direct-to-consumer expansion and deeper international penetration. First-quarter net sales rose 26.4% year over year at constant currency, while DTC sales increased 28.7%, outpacing wholesale growth of 25.1%.
Management expects at least 23% constant-currency net sales growth in 2026, with DTC, Asia-Pacific and apparel projected to outperform. A larger DTC mix should improve control over merchandising, consumer data and brand presentation, while selective store openings can extend the company’s premium retail network.
On Holding Expands Global Brand ReachGeographic diversification is becoming a more meaningful growth engine. Asia-Pacific sales climbed 61.4% at constant currency in the first quarter and exceeded 20% of total sales for the first time. EMEA grew 25.6%, marking a sixth consecutive quarter of more than 25% constant-currency growth.
The Americas advanced 17.1% at constant currency and remained ONON’s largest region. Growth across established and emerging markets reduces dependence on one geography, while planned stores in cities such as Stockholm, São Paulo and Sydney provide additional avenues for market-share gains.
ONON Innovation Builds Future DemandLightSpray is moving from athlete validation toward broader commercialization. On increased production capacity 30-fold with its Busan facility, while the LightSpray Cloudmonster Hyper sold out across several channels and generated several hundred daily DTC unit sales.
The next product cycle includes SURREAL Superfoam, scheduled to debut with the Cloudsurfer 3 in October 2026 before expanding across everyday-running franchises in 2027. These proprietary platforms can reinforce premium pricing, but sustained demand will depend on successful launches and repeat adoption beyond early enthusiasts.
Image Source: Zacks Investment Research
On Holding Faces Execution RisksTariffs remain the clearest margin risk because roughly 90% of footwear production was located in Vietnam in 2025. Full-year gross-margin guidance of at least 64.5% already includes an incremental tariff assumption, but further policy changes could add costs. SG&A also rose 16.4% in the first quarter, with marketing expenses up 35.1%.
Competition is intense. Nike, Inc. (NKE - Free Report) combines global scale with broad running, lifestyle, wholesale and direct channels. Deckers Outdoor Corporation (DECK - Free Report) , owner of HOKA, also competes directly in premium performance footwear. A more promotional market or weaker consumer spending could make On’s full-price strategy harder to sustain.
ONON Ranking Signals Growth StrengthOn’s longer-term case remains supported by fast sales growth, expanding product platforms and wider geographic reach. However, the stock’s 21.4X forward earnings multiple and 6.2X trailing sales multiple suggest that investors are already assigning value to continued execution.
ONON currently carries a Zacks Rank #3 (Hold), which points to a neutral near-term earnings-estimate outlook. Its Growth Score of A reflects favorable growth characteristics, while the VGM Score of C signals a more mixed blend of value, growth and momentum. The combination supports patience rather than a conclusive call on further upside. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Mazrael varoval komunitu SHIB, že neexistují žádné nové oficiální kanály ani účty; pokud přibudou, oznámí to přes shib.io. Zároveň uvedl, že vývojáři dál pracují na ekosystému.
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
A longtime member of the Shiba Inu community and project advisor for Shiba Eternity, Mazrael, has issued a crucial reminder for the SHIB community in a recent X post.
Mazrael cautions that there are not any "new" "official" channels and accounts and adds that when there are, it will be communicated via the shib.io website.
This advisory comes at a time when impersonators and fraudulent accounts are rising to try to cash in on Shiba Inu's popularity. In this context, members of the Shiba Inu community are called upon to exercise caution when interacting with profiles claiming to represent the project, as the Shiba Inu ecosystem has not rolled out any new official communication channels or accounts.
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ready and audited. Foundations first.
— Mazrael.Shib (@Mazrael_shib) August 5, 2026 An X user interacted with Mazrael's post and asked about LEASH v2. Mazrael responded, "ready and audited. Foundations first."
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LEASH v2 is an upgraded, fixed-supply token contract for the Shiba Inu ecosystem, designed to replace the original LEASH, which is regarded as v1. It closes a hidden rebasing gap that previously allowed the token supply to change. LEASH v2 tokens are audited by Hexens and scheduled to roll out across structured phases.
Shiba Inu development continuesShiba Inu marked its sixth anniversary at the start of the month, having launched on August 1, 2020, by its pseudonymous founder Ryoshi.
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Shiba Inu's six-year journey has not been devoid of challenges and criticism; this year, 2026, has been relatively quiet for several tokens, including Shiba Inu, amid the ongoing bear market.
Mazrael points to activity behind the scenes by Shiba Inu developers in the relatively muted market. "Builders keep shipping" was the message from Mazrael in a recent X post, pointing to ongoing development activity in the SHIB ecosystem.
According to Mazrael, Shiba Inu developers have expanded 18 developer documentation pages covering ERC-4337 gasless transactions (Paymaster), Crypto Payments API, hosted on-chain data endpoints, and ShibaSwap SDK. He noted that these are the building blocks developers need to create consumer apps on Shibarium, making the move significant.
Dubai Duty Free spustilo platby přes Crypto.com Pay a v obchodech na letištích DXB a DWC přijímá SHIB i 29 dalších kryptoměn. Platby se okamžitě převádějí na AED.
Cover image via depositphotos.com Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Shiba Inu token continues to strengthen its position in the UAE's real economy. Following the introduction of cryptocurrency payments for airline tickets, the popular meme token has now officially entered duty-free shopping zones.
Major airport retailer Dubai Duty Free has integrated the Crypto.com Pay payment gateway, enabling customers to use SHIB and 29 other cryptocurrencies at physical stores in DXB and DWC airports, as well as on its official website.
Dubai Duty Free introduces regulated crypto-to-fiat payments settled in AED, Source: Dubai Duty Free via X You Might Also Like
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For the Shiba Inu ecosystem, this marks another important milestone of expansion in the Emirates. Just last week, Emirates Airlines took a similar step, allowing customers to book flights with cryptocurrency through the Crypto.com Pay infrastructure.
However, SHIB is not being adopted in isolation. The integration of the new payment gateway has automatically opened the door to other major digital assets, including BTC, ETH, XRP and DOGE.
Why and how Dubai is integrating crypto paymentsDubai's infrastructure is built on a pragmatic model that eliminates market risks for businesses. Digital coins will not circulate directly through duty-free cash registers, and the service is currently available only to verified UAE residents.
The process is simple: a customer pays with the selected cryptocurrency from their balance in the Crypto.com Pay app, the payment system instantly converts the assets at the current exchange rate, and the retailer receives only UAE dirhams (AED).
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The widespread adoption of crypto payment gateways across Dubai's transport hubs is not a coincidence, but part of the broader D33 government strategy. The emirate's authorities plan to move up to 90% of all transactions into a cashless digital format.
The integration became possible after Crypto.com received an official license from the Central Bank of the UAE to provide stored-value payment services. This ensures that retail cryptocurrency purchases at the airports operate entirely within the legal framework and under regulatory supervision.
D-Wave oznámila průlom v kvantové korekci chyb: studie v časopise Nature ukazuje rychlou dvouqubitovou entangling bránu s asi 99,9% fidelitou, dobou brány kolem 500 nanosekund a nižší hardwarovou režií. Firma říká, že to posouvá její cestu k praktickému fault-tolerantnímu gate-modelovému kvantovému počítači.
New peer-reviewed paper published in Nature confirms D-Wave’s gate-model technology can deliver efficient quantum error correction with significantly lower hardware overhead as systems scale
Research validates D-Wave's dual-rail technology as a scalable foundation for commercial, fault-tolerant gate-model quantum computing
PALO ALTO, Calif.--(BUSINESS WIRE)--D-Wave Quantum Inc. (Nasdaq: QBTS), (“D-Wave” or the “Company”), the only dual-platform quantum computing company providing both annealing and gate-model systems, software, and services, today announced a major research breakthrough advancing the path to practical, fault-tolerant gate-model quantum computing. Published in the peer-reviewed scientific journal Nature, the research demonstrates a fast, high-fidelity, two-qubit entangling gate that preserves the error-correction advantages of D-Wave’s superconducting dual-rail qubit architecture. The results address one of the industry’s most consequential challenges by reducing the immense quantum and classical hardware overhead typically required to detect and correct quantum errors as systems scale.
The paper, “An entangling gate for dual-rail erasure qubits,” details a new two-qubit entangling gate, a fundamental building block of quantum computation, designed to support efficient quantum error correction. The research demonstrates approximately 99.9% fidelity during two-qubit operations, with fast gate times of about 500 nanoseconds, enabled by native hardware-level error detection. Leveraging these results, D-Wave simulations indicate its dual-rail architecture could reduce the logical error rate by as much as a factor of 10 for each increment in error correction, significantly reducing the physical qubit overhead required for fault-tolerant quantum computing.
“Gate-model quantum computing’s greatest remaining challenge is not simply building more qubits. It is building systems that can correct errors efficiently as they scale,” said Dr. Alan Baratz, CEO of D-Wave. “Superconducting quantum computers are known for speed, but achieving the high fidelity needed for scalable, fault-tolerant systems has remained a challenge. This research demonstrates that our dual-rail architecture combines fast superconducting operations with high-fidelity performance while preserving native hardware-level error detection. We believe that this work confirms our path to commercial fault-tolerant quantum computing is practical and achievable.”
Removing a Major Barrier to Fault-Tolerant Quantum Computing
Quantum information is inherently fragile and highly susceptible to errors, making efficient quantum error correction essential for the development of reliable, fault-tolerant gate-model quantum computers. In many gate-model architectures, correcting those errors requires large numbers of additional physical qubits and operations, creating substantial engineering complexity, cost, and performance constraints. D-Wave’s dual-rail architecture is designed to create a favorable error hierarchy in which the most common quantum errors are also the easiest to correct. The newly published research demonstrates that this favorable error hierarchy is preserved during two-qubit operations, with the technology maintaining both speed and high fidelity. The results establish an important foundation for scalable quantum error correction with substantially lower hardware overhead.
“The entangling gate demonstrated through this research is already integrated into our gate-model systems, where it is delivering comparable performance,” said Dr. Robert Schoelkopf, chief scientist at D-Wave. “We believe these results provide strong evidence that the core architectural principles underpinning our gate-model development roadmap can deliver the speed, fidelity and error-correction efficiency required for practical, fault-tolerant quantum computing.”
The research supports D-Wave’s recently announced gate-model development roadmap, which targets a 2032 completion of a 100-logical-qubit system capable of successfully performing more than 1 million operations. The roadmap brings together D-Wave’s superconducting dual-rail architecture and integrated cryogenic control technology to enable more efficient error detection and awareness as systems scale. D-Wave’s roadmap is targeting an error reduction rate, or Lambda, of 10. Lambda is a measure of how rapidly a quantum computer’s errors are reduced as more error-correction capability is added. A Lambda of 10 means the system becomes 10 times more reliable with each increment in error correction, making it possible to achieve low logical error rates required for fault-tolerant quantum computing with far fewer physical qubits.
“Building a fault-tolerant quantum computer requires systematically solving a series of difficult scientific and engineering challenges, with each success bringing us closer to a scalable system,” said Dr. Trevor Lanting, chief development officer at D-Wave. “This research demonstrates one of the foundational capabilities of our dual-rail architecture and brings us an important step closer to fault-tolerant gate-model quantum computing.”
The research further advances D-Wave’s dual-platform strategy of developing complementary annealing and gate-model quantum computing technologies to address the full range of computationally complex problems.
Read the paper, “An entangling gate for dual-rail erasure qubits,” in Nature here.
Learn more about D-Wave’s gate-model quantum computing here.
About D-Wave Quantum Inc.
D-Wave is a leader in the development and delivery of quantum computing systems, software, and services. It is the world’s first commercial supplier of quantum computers, and the first and only to offer dual-platform quantum computing products and services, spanning both annealing and gate-model quantum computing technologies. D-Wave’s mission is to help customers realize the value of quantum today through enterprise-grade systems available on-premises and via its Leap™ quantum cloud service, which offers 99.9% availability and uptime. More than 100 organizations across commercial, government and research sectors trust D-Wave to address complex computational challenges using quantum computing. Learn more about realizing the value of quantum computing today and how D-Wave is shaping the quantum-driven industrial and societal advancements of tomorrow: www.dwavequantum.com.
Forward-Looking Statements
Certain statements in this press release are forward-looking, as defined in the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by the following words: “believe,” “may,” “will,” “could,” “would,” “should,” “expect,” “intend,” “plan,” “anticipate,” “trend,” “estimate,” “predict,” “project,” “potential,” “seem,” “seek,” “future,” “outlook,” “forecast,” “projection,” “continue,” “ongoing,” or the negative of these terms or other comparable terminology, although not all forward-looking statements contain these words. These statements involve risks, uncertainties, and other factors that may cause actual results to differ materially from the information expressed or implied by these forward-looking statements and may not be indicative of future results. These forward-looking statements are subject to a number of risks and uncertainties, including, among others, various factors beyond management’s control, including the risks discussed under the caption “Item 1A. Risk Factors” in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption “Item 1A. Risk Factors” in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. Undue reliance should not be placed on the forward-looking statements in this press release in making an investment decision, which are based on information available to us on the date hereof. We undertake no duty to update this information unless required by law.
OKLO před zveřejněním výsledků za 2. čtvrtletí 2026 pokračuje v projektech Aurora-INL a fuel fabrication, ale stále nevykazuje tržby a dál pálí hotovost.
Odhad ztráty je 17 centů na akcii a Earnings ESP je 0,00 %.
Key Takeaways OKLO advanced Aurora-INL, fuel fabrication and isotope initiatives ahead of its Q2 report.The consensus loss estimate is 17 cents per share, with an Earnings ESP of 0.00%.Heavy spending, high losses and pre-revenue status keep the near-term risk-reward profile unfavorable. Oklo Inc. (OKLO - Free Report) is slated to release second-quarter 2026 results on Aug. 7, before market open.
A pre-revenue company, the consensus earnings mark of -$0.17 per share has remained unchanged over the past 30 days, suggesting a 5.6% improvement from the year-ago reported number.
For full-year 2026, the Zacks Consensus Estimate for OKLO’s EPS is pegged at -$0.74, implying a decrease of 2.8% year over year.
OKLO's Earnings Surprise HistoryIn the last reported quarter, the advanced nuclear energy company delivered a positive earnings surprise of 5%. However, OKLO missed the Zacks Consensus Estimate in each of the preceding three quarters, resulting in an average negative earnings surprise of 37.2% over the past four quarters.
Q2 Earnings Whispers for OKLOThe proven Zacks model does not conclusively show that OKLO is likely to beat estimates in the second quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of beating estimates. But that’s not the case here.
You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Earnings ESP: OKLO has an Earnings ESP of 0.00%. This is because the Most Accurate Estimate and the Zacks Consensus Estimate are pegged at -$0.17 per share each.
Zacks Rank: OKLO currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Shaping OKLO’s Upcoming Q2 ResultsOKLO’s second-quarter 2026 performance was likely supported by steady execution across licensing and commercialization. The company continued advancing the Aurora-INL project, secured NRC approval of its Principal Design Criteria topical report, progressed DOE safety reviews, and moved Aurora-Ohio forward with PJM interconnection applications for its planned 1.2-gigawatt campus. These milestones, coupled with continued customer traction across data centers and government markets, could have reinforced confidence in OKLO’s execution. While NuScale Power (SMR - Free Report) highlighted its licensing leadership and NANO Nuclear (NNE - Free Report) advanced its own regulatory milestones, OKLO’s multi-project pipeline likely remained a key positive.
OKLO’s vertically integrated approach likely remained a major positive heading into second-quarter 2026 earnings. The company advanced construction activities at its Aurora Fuel Fabrication Facility, continued NRC readiness work for the Tennessee Advanced Fuel Center, expanded AI-driven fuel validation through NVIDIA and Los Alamos, and progressed isotope commercialization with its first customer contract pending. These initiatives could have strengthened expectations for long-term revenue diversification and supply-chain control. Compared with NuScale Power, which emphasizes conventional fuel availability, and NANO Nuclear, which is expanding vertically through partnerships, OKLO continued building multiple complementary growth platforms.
On a bearish note, OKLO’s aggressive expansion strategy also likely increased near-term financial pressure. First-quarter net loss reached $33.1 million, while operating cash outflow totaled $17.9 million and capital expenditures climbed to $32.8 million as investments accelerated across power, fuel and isotope businesses. Although management reaffirmed its 2026 operating cash-use guidance of $80-$100 million, investors may have remained cautious about the pace of spending before meaningful commercial revenue arrives. Against peers such as NANO Nuclear and NuScale Power, sustained cash burn may have tempered enthusiasm despite continued operational progress.
OKLO Price Performance & Stock ValuationOKLO shares have fallen about 49% over the past year, but the decline is less severe than NANO Nuclear’s 52.4% drop and NuScale’s 79.1% slide.
One-Year Price Performance Image Source: Zacks Investment Research
From a valuation perspective, OKLO is trading at 2.86 times book value — lower than its subindustry.
Image Source: Zacks Investment Research
How Should You Play OKLO Pre-Q2 Earnings?OKLO continues to make progress on its long-term nuclear strategy by advancing the Aurora-INL project, expanding fuel fabrication and recycling capabilities, and developing isotope production, which could diversify future revenue streams beyond electricity sales. The company also achieved important regulatory and operational milestones, reinforcing confidence in execution. However, it remains a pre-revenue company with commercialization dependent on regulatory approvals, project execution, fuel availability and customer adoption. Heavy investments across multiple projects are keeping cash burn elevated and losses high, while meaningful revenues remain some time away. With an Earnings ESP of 0.00%, an unchanged consensus estimate and a mixed earnings surprise history, expectations for a near-term earnings beat remain limited. In other words, OKLO’s risk-reward profile appears unfavorable ahead of the quarterly release.
fuboTV vykázala za čtvrtletí tržby 1,48 miliardy USD, což bylo pod odhadem Wall Street, a EPS činilo -0,02 USD. Počet předplatitelů v Severní Americe dosáhl 5 750 000.
fuboTV Inc. (FUBO - Free Report) reported $1.48 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 290%. EPS of -$0.02 for the same period compares to $0.60 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.5 billion, representing a surprise of -1.27%. The company delivered an EPS surprise of -128.57%, with the consensus EPS estimate being $0.07.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how fuboTV performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Paid Subscribers - North America: 5,750,000 compared to the 5,465,500 average estimate based on two analysts.Revenues- Subscription: $300.4 million versus $340.92 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -14.8% change.Revenues- Advertising: $108.94 million versus $104.32 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +321.4% change.Revenues- Other: $4.52 million compared to the $5.27 million average estimate based on three analysts. The reported number represents a change of +212.7% year over year.Related party: $1.07 billion versus the two-analyst average estimate of $1.08 billion.View all Key Company Metrics for fuboTV here>>>
Shares of fuboTV have returned -3.1% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
USDC ve 2. čtvrtletí rostl rychleji než širší trh: oběh stoupl o 19 % a on-chain objem transakcí vyskočil o 151 % na 14,8 bilionu USD. Circle zároveň zvýšil celkové tržby a výnosy z rezerv jen o 7 % na 701 milionů USD.
USDC is outgrowing crypto: Circulation rose 19% and transaction volume jumped 151% despite weaker digital asset markets.
Competition is pressuring margins: Rival stablecoins are offering distributors more of the reserve-income economics.
Circle is betting on infrastructure: Payments, Arc and AI-agent commerce are designed to diversify revenue beyond interest income.
Circle’s latest earnings suggest USDC is beginning to separate from the crypto cycle just as autonomous software agents create a potentially new market for digital payments.
But the company’s second quarter 2026 earnings call Wednesday (Aug. 5) exposed the central tension in its evolution from stablecoin issuer to financial infrastructure company: Circle’s USDC is moving through the digital economy at extraordinary speed, but the revenue generated from that activity remains tied primarily to interest rates and the amount of money sitting in circulation.
“Our quarterly financial results reflect the current rate environment and a crypto market that has slowed — both are conditions outside our network. But near-term activity tells a different story. We received our federal trust bank charter; Arc is launching on public mainnet September 16th; we launched the Agent Stack to put programmable money at the center of the agentic economy; and the institutions using USDC today, like BlackRock, BNY, and Standard Chartered aren’t piloting, they are expanding,” Circle Co-Founder, CEO and Chairman Jeremy Allaire said.
USDC’s share of the fiat-backed dollar stablecoin market ended the quarter at 27%, down 66 basis points year over year, even as circulation increased. The company also reported $83 billion of USDC minted and $87 billion redeemed, illustrating how fluid stablecoin balances can be. USDC on-chain transaction volume reached $14.8 trillion during the quarter, up 151% year over year; while Circle’s total revenue and reserve income increased a comparatively modest 7% to $701 million. USDC circulation ended the period at $73.3 billion, up 19%.
But the central question facing investors is no longer whether USDC continues growing. It is whether Circle can successfully evolve before the economics of stablecoin issuance become commoditized.
Circle’s shares have swung sharply in recent weeks amid concerns that a consortium-backed rival stablecoin, Open USD, could pressure the economics underlying USDC. Wall Street remains divided over whether Circle’s competitive advantages can offset a business model that still derives most of its revenue from interest earned on reserves.
Read more: Crypto Experts Tell PYMNTS Where Digital Assets Go Next
Stablecoin Competition Is Shifting From Tokens to Economics Circle is positioning USDC not simply as a digital dollar that generates interest income, but as the settlement asset inside a broader network of payments, tokenized assets, institutional liquidity and autonomous software.
For now, however, Circle remains fundamentally a reserve-income business. The company generated $668 million of reserve income in the quarter, representing roughly 95% of total revenue and reserve income. Reserve income rose 5% from a year earlier as average USDC circulation increased 25%, partially offset by a 66-basis-point decline in the reserve return rate to 3.5%. Other revenue, which includes subscription and services revenue, rose 41% but remained comparatively small at $34 million.
Management largely avoided discussing competitors directly during Circle’s earnings call. Instead, executives emphasized something different: network effects. The company noted it now works with more than 15 banking partners, over 150 commercial distribution partners and thousands of companies building products around USDC. Management also argued that roughly 70% of companies participating in newly announced consortium efforts already use USDC today.
The company’s revised guidance also reflects an attempt to accelerate its diversification from the rest of the stablecoin landscape. Circle more than doubled its 2026 other-revenue outlook, raising it from $150 million to between $310 million and $330 million. However, the new forecast includes recognized revenue from a presale of its planned ARC token, meaning the increase should not be interpreted entirely as recurring operating revenue.
See also: Crypto Stopped Fighting Banks and Started Copying Them
Payments Are Becoming the Distribution Layer for Digital Asset Financial Services Perhaps Circle’s most revealing statistic from the quarter wasn’t revenue. It was that USDC circulation increased 19% year over year while the broader digital asset market declined roughly 40%. Management repeatedly highlighted that divergence as evidence that USDC is becoming less dependent on cryptocurrency trading cycles and increasingly tied to enterprise payments, settlement and financial infrastructure.
The Circle Payments Network reached an annualized transaction volume of $14.7 billion based on the final 30 days of the quarter, up 76% sequentially. The network had enrolled 175 financial institutions, an increase of 29% from the previous quarter.
The company is applying a similar approach to artificial intelligence commerce. Circle said its Agent Stack already supports more than 900 paid services, while USDC accounts for 99.3% of payment volume using the x402 agent-payment protocol. Circle plans to add capabilities that allow autonomous agents not only to spend money but also to earn it. Importantly, management did not present agent commerce as an immediate revenue opportunity. Instead, executives argued that AI activity would ultimately increase stablecoin balances, payment velocity and usage of Circle’s broader infrastructure.
Data in “Waiting for Certainty: Why Most CFOs Are Holding Back on Crypto and Stablecoins”, a recent installment of PYMNTS Intelligence’s 2026 Certainty Project, shows that most middle market companies remain cautious about digital assets: 13% of firms use stablecoins and just 5% use other cryptocurrencies.
Brookfield Asset Management (BAM - Free Report) came out with quarterly earnings of $0.44 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items.
A quarter ago, it was expected that this investment manager would post earnings of $0.42 per share when it actually produced earnings of $0.43, delivering a surprise of +2.38%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Brookfield, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $1.49 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.51%. This compares to year-ago revenues of $1.29 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Brookfield shares have lost about 0.9% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Brookfield?While Brookfield has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Brookfield was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.47 on $1.54 billion in revenues for the coming quarter and $1.85 on $6.05 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, HA Sustainable Infrastructure Capital (HASI - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This provider of financing for sustainable infrastructure projects is expected to post quarterly earnings of $0.73 per share in its upcoming report, which represents a year-over-year change of +21.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
HA Sustainable Infrastructure Capital's revenues are expected to be $18.1 million, up 269.4% from the year-ago quarter.
Společnost Fiserv uzavřela strategické partnerství se Stuut Technologies, aby pomocí AI automatizovala B2B pohledávky a procesy order-to-cash pro způsobilé podnikové finance. Cílem je méně manuální práce a lepší přehled o cash flow.
MILWAUKEE, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology, today announced a strategic partnership with Stuut Technologies to help eligible enterprise finance teams modernize manual, fragmented B2B receivables processes where available. The collaboration brings together Fiserv’s Commerce Hub, Fiserv’s global payments platform, and SnapPay®, its order-to-cash solution, with Stuut’s AI-enabled automation capabilities to support collections, cash application, payments, disputes, and deductions, subject to applicable requirements and implementation timelines.
Under the agreement, Commerce Hub will serve as the payment processing foundation for Stuut’s platform, while SnapPay will integrate Stuut’s technology to help automate accounts receivable and B2B payment workflows for eligible organizations where available. Together, the companies plan to deliver an integrated set of capabilities designed to help organizations reduce manual work, support working capital management, and improve visibility into cash flow and customer payment activity.
"Businesses are increasingly looking for ways to improve customer experiences while optimizing working capital,” said Jackson McIntosh, SVP, Payments Value Added Services at Fiserv. "Together with Stuut, we are combining our payment and receivables expertise with AI innovation, helping our clients streamline order-to-cash workflows, support productivity gains, improve operational efficiency and deliver greater value."
Founded in 2024, Stuut helps B2B enterprises use agentic AI to transform manual, error-prone order-to-cash processes. Its AI agent has collected more than $2 billion in B2B invoices, growing adoption of the platform.
"By combining Stuut’s AI agent with Commerce Hub and SnapPay, we are giving finance teams a next-generation solution to help modernize order-to-cash operations," said Tarek Alaruri, CEO and Co-Founder of Stuut. "Together with Fiserv’s scale and payments technology, we are providing the foundation to bring these capabilities to more enterprise customers."
About Stuut
Stuut Technologies is an AI platform that automates accounts receivable work for enterprises. Its AI agent executes collections, cash application, credit, payments, disputes and deductions while learning customer behavior and working within existing ERP systems. Stuut helps finance teams improve cash flow, reduce DSO and eliminate manual work, with deployments completed in days. The platform integrates with SAP, Oracle, NetSuite, Microsoft Dynamics 365 and other major financial systems and supports global operations. Founded by Tarek Alaruri, Adam Chaarawi and Ben Winter, Stuut is backed by Andreessen Horowitz, Activant Capital, Khosla Ventures and other leading investors.
About Fiserv
Fiserv, Inc. (NASDAQ: FISV), a Fortune 500 company, is a global leader uniting commerce and finance. The company powers sustained growth and innovation at scale for financial institutions and businesses worldwide across payments, account processing, digital banking, merchant acquiring, network services, e-commerce, and Clover®, the all-in-one business management platform. Fiserv is a member of the S&P 500® Index and one of FORTUNE® America’s Most Innovative Companies. Visit fiserv.com and follow on social media for more information and the latest company news.
Media Relations:
Torrie Miers
Director, Communications - Merchant Solutions
Fiserv, Inc.
+1-470-669-5181 [email protected]
Analysts on Wall Street project that Fiserv (FISV - Free Report) will announce quarterly earnings of $1.89 per share in its forthcoming report, representing a decline of 23.5% year over year. Revenues are projected to reach $5.05 billion, declining 2.8% from the same quarter last year.
The consensus EPS estimate for the quarter has been revised 0.7% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.
In light of this perspective, let's dive into the average estimates of certain Fiserv metrics that are commonly tracked and forecasted by Wall Street analysts.
Based on the collective assessment of analysts, 'Adjusted Revenue- Financial Solutions' should arrive at $2.39 billion. The estimate points to a change of -6.3% from the year-ago quarter.
The consensus estimate for 'Adjusted Revenue- Merchant Solutions' stands at $2.65 billion. The estimate suggests a change of +0.2% year over year.
The consensus among analysts is that 'Revenue- Product' will reach $1.11 billion. The estimate points to a change of -8.2% from the year-ago quarter.
It is projected by analysts that the 'Revenue- Processing and services' will reach $4.22 billion. The estimate points to a change of -2% from the year-ago quarter.
According to the collective judgment of analysts, 'Revenue- Corporate and Other' should come in at $337.98 million. The estimate indicates a year-over-year change of +5.6%.
The collective assessment of analysts points to an estimated 'Adjusted Revenue- Financial Solutions- Banking' of $596.25 million. The estimate points to a change of -4.6% from the year-ago quarter.
Analysts predict that the 'Adjusted Revenue- Financial Solutions- Issuing' will reach $801.92 million. The estimate indicates a year-over-year change of -8.5%.
Analysts expect 'Adjusted Revenue- Merchant Solutions- Processing' to come in at $274.51 million. The estimate suggests a change of -3% year over year.
Analysts' assessment points toward 'Adjusted Revenue- Merchant Solutions- Enterprise' reaching $586.60 million. The estimate suggests a change of -0.1% year over year.
The average prediction of analysts places 'Adjusted Revenue- Merchant Solutions- Small Business' at $1.83 billion. The estimate suggests a change of +2.9% year over year.
The combined assessment of analysts suggests that 'Adjusted Revenue- Financial Solutions- Digital Payments' will likely reach $987.94 million. The estimate indicates a year-over-year change of -6%.
Analysts forecast 'Operating income- Financial Solutions' to reach $970.85 million. Compared to the current estimate, the company reported $1.24 billion in the same quarter of the previous year.
View all Key Company Metrics for Fiserv here>>>
Fiserv shares have witnessed a change of +5.8% in the past month, in contrast to the Zacks S&P 500 composite's +3.5% move. With a Zacks Rank #4 (Sell), FISV is expected underperform the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
SanDisk má před výsledky naceněný pohyb zhruba 16 % oběma směry, což je téměř trojnásobek průměrné reakce po výsledcích. Historie ale ukazuje, že akcie po výsledcích většinou rostly.
According to Benzinga Pro data, the implied earnings move stands near 16% in either direction.
From Tuesday’s $1,427 close, that translates into a potential move toward roughly $1,655 on the upside or $1,199 on the downside.
That’s about a $228 swing either way.
Historical track records show that SanDisk stock has almost always reacted positively to earnings, but the moves have been far smaller than what options are pricing in for Q4.
Wall Street Expects An Extraordinary Earnings ExplosionI had to look twice at Wall Street’s expectations for SanDisk’s quarter.
Analysts expect earnings of $34.96 per share, compared with just $0.29 in the same quarter last year.
That would represent an increase of nearly 120 times, or roughly 11,955%.
Revenue is expected at $8.48 billion, versus roughly $1.9 billion a year earlier. That would represent growth of about 346%, or more than four times last year’s level.
Those numbers capture just how dramatically the NAND memory cycle has tightened in recent months.
But they also create an unusual earnings setup.
A huge beat may no longer be enough to surprise investors.
SanDisk Earnings May Come Down To One NumberTessara Research sees gross margin, rather than revenue, as the key variable separating a routine beat from another major upside surprise.
SanDisk guided fiscal fourth-quarter revenue between $7.75 billion and $8.25 billion, already below Wall Street’s expectations.
Its non-GAAP gross-margin outlook was 79%–81%.
Tessara Research expects gross margin to exceed the 81% upper end of that range, assigning a 75% probability to that outcome. Its central case sees margin reaching roughly 84%.
SanDisk already demonstrated last quarter how quickly NAND pricing can flow through the income statement.
Fiscal third-quarter gross margin reached 78.4% after management had initially guided to just 65%–67%.
The research firm said management previously indicated that it "pays to be a bit conservative" in a rapidly changing market.
There is another clue.
Kioxia, which jointly operates Japanese NAND manufacturing facilities with SanDisk, reported roughly 80% gross margin for the same April-to-June period as blended prices rose about 70%, according to Tessara.
If SanDisk captured enough of that pricing improvement, margins could again outrun its own guidance.
History Favors Bulls, But Nothing Close to What Options Traders Are Pricing TodaySanDisk shares rose the day after earnings in five of the past six quarters, an 83% positive hit rate. The average one-day move was 5.76%, with a median gain of 5.84%.
The largest move was a 15.31% rally in November 2025. The only negative reaction was a 4.58% decline in August 2025.
Interestingly, bigger earnings beats haven’t always produced bigger stock moves.
In May, SanDisk reported earnings of $23.41 per share versus $14.62 expected, a 60.1% beat. Shares rose 8.25% the following session.
In January, earnings beat estimates by 71.4%, while the stock gained 6.85%. The most extreme surprise came last August, when earnings of $0.29 crushed the $0.05 estimate by more than 500% — yet shares fell 4.58%.
That makes Wednesday’s setup unusual.
The 16% implied move is nearly three times SanDisk’s average post-earnings reaction and would exceed every one-day earnings move in the company’s recent history.
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
Tim Cook uvedl, že Apple v nadcházejícím čtvrtletí končícím v září zaplatí za paměti výrazně víc a ceny mají dál růst i po něm. To je pozitivní signál pro výrobce DRAM.
Departing Apple CEO Tim Cook held his final earnings conference call with the tech giant on July 30, and his parting comments should bode well for memory makers.
Cook compared memory pricing to a "hundred-year flood," and noted that the company will pay significantly more for memory in the upcoming September-ending quarter than in the recent June-ended quarter. He also indicated that memory prices are expected to continue to increase after the September quarter.
Given the high memory prices, Apple has wanted to start sourcing some of its DRAM from Chinese companies, with the hope that this could help ease prices. However, representatives from both sides of the aisle have asked U.S. Department of Commerce Secretary Howard Lutnick to deny this request.
Currently, there are only three big DRAM makers outside of China: U.S. company Micron Technology (MU +2.73%) and Korean companies SK Hynix (SKHY -0.40%) and Samsung Electronics.
Today's Change
(
2.73
%) $
24.41
Current Price
$
917.08
Supply-demand imbalances Surging DRAM prices are the result of a large supply-demand imbalance related to the AI infrastructure build-out. Graphics processing units (GPUs) and other AI chips need to be packaged with a special form of DRAM called high bandwidth memory (HBM) to reduce latency and optimize chip performance. AI infrastructure spending is through the roof, and the rise of inference, which tends to be more memory-reliant, is only adding to demand.
The big three memory makers are directing most of their resources to HBM, which is lifting all DRAM prices. However, there are natural bottlenecks that are keeping capacity tight. First, foundries, like Taiwan Semiconductor Manufacturing, only have so much advanced packaging capacity to package AI chips with HBM. Second, ASML Holding is the only company in the world that makes EUV machines, which are needed to manufacture the most critical components of both advanced logic chips and HBM, and it can only make so many of these complex machines a year.
Third, HBM uses upward of 3 times the wafer capacity of ordinary DRAM, which hampers capacity increases and requires more cleanroom space. Finally, it generally takes a few years to build new greenfield cleanroom facilities.
Today's Change
(
-0.40
%) $
-0.62
Current Price
$
153.76
While DRAM makers have largely been focused on HBM due to surging demand and better long-term unit economics, ordinary DRAM prices have actually been rising at a faster pace, given a lack of new supply. This has also trickled over into the NAND (flash) memory market, where prices have also surged due to supply-demand imbalances. The big three memory makers also make NAND, while Sandisk (SNDK -0.74%) is a pure play that has been benefiting from these trends.
The supply-demand imbalances in DRAM and NAND have led not only to surging revenue for these companies, but also to ballooning gross margins and huge profit increases. Ironically, the companies with the more commoditized memory exposure, such as Sandisk and Micron, have seen the biggest boosts, while HBM leader SK Hynix has posted great results, but not quite to the extent of Sandisk and Micron.
Today's Change
(
-0.74
%) $
-10.60
Current Price
$
1,417.03
In the short term, Micron and Sandisk should continue to see stronger growth, but SK Hynix is the better-positioned company longer-term. In the first quarter, it held nearly 60% market share in HBM and is Nvidia's main supplier. It also just signed a whopping $500 billion, multi-year supply deal with the chip giant. On top of that, the Korean company has structured its long-term deals with no price caps, giving it more potential upside.
Image source: Getty Images.
I expect Micron and SK Hynix to continue to benefit from robust DRAM prices, with the latter saying it expects 2027 to see the biggest supply-demand imbalance in industry history. Meanwhile, it doesn't expect the market to become balanced until 2030 at the earliest. With both stocks trading at forward P/Es near 5 and the supply-demand imbalances likely to continue well into the future, I think more aggressive investors can scoop up these AI stocks here.
Urogen Pharma vykázala za čtvrtletí ztrátu 0,28 USD na akcii a tržby 72,46 milionu USD, čímž překonala odhady. Tržby meziročně vzrostly z 24,22 milionu USD.
Urogen Pharma (URGN - Free Report) came out with a quarterly loss of $0.28 per share versus the Zacks Consensus Estimate of a loss of $0.38. This compares to a loss of $1.05 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +26.32%. A quarter ago, it was expected that this company would post a loss of $0.56 per share when it actually produced a loss of $0.47, delivering a surprise of +16.07%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Urogen Pharma, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $72.46 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 16.42%. This compares to year-ago revenues of $24.22 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Urogen Pharma shares have added about 70.5% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Urogen Pharma?While Urogen Pharma has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Urogen Pharma was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.08 on $75.04 million in revenues for the coming quarter and -$0.76 on $275.7 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Biofrontera Inc. (BFRI - Free Report) , has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly loss of $0.17 per share in its upcoming report, which represents a year-over-year change of +70.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Biofrontera Inc.'s revenues are expected to be $9 million, down 0.3% from the year-ago quarter.
TeraWulf Inc. (WULF - Free Report) came out with a quarterly loss of $0.37 per share versus the Zacks Consensus Estimate of a loss of $0.2. This compares to a loss of $0.05 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -85.00%. A quarter ago, it was expected that this company would post a loss of $0.16 per share when it actually produced a loss of $0.44, delivering a surprise of -175%.
Over the last four quarters, the company has not been able to surpass consensus EPS estimates.
TeraWulf, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $44.77 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.31%. This compares to year-ago revenues of $47.64 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
TeraWulf shares have added about 64.3% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for TeraWulf?While TeraWulf has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for TeraWulf was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.16 on $81.16 million in revenues for the coming quarter and -$1.54 on $304.6 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Marex Group PLC (MRX - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.
This company is expected to post quarterly earnings of $1.36 per share in its upcoming report, which represents a year-over-year change of +33.3%. The consensus EPS estimate for the quarter has been revised 4.8% higher over the last 30 days to the current level.
Marex Group PLC's revenues are expected to be $589 million, up 17.8% from the year-ago quarter.
Hex Trust se připojil k XDC Network jako institucionální masternode validátor a bude ověřovat transakce i přispívat ke konsenzu sítě. Zároveň prověří poptávku po úschově XDC a souvisejících tokenizovaných aktiv.
Hex Trust extended its validator and staking infrastructure by joining XDC Network as an institutional Masternode Validator. Hex Trust will join a small group of credible, accountable institutions that verify transactions and contribute to network consensus. Hex Trust will also evaluate institutional client demand for custody support of XDC and related tokenised assets. Hex Trust, a leading digital asset financial institution across APAC and MEA, has joined XDC Network as an institutional Masternode Validator, extending its validator and staking infrastructure to one of the industry’s fastest-growing networks for real-world asset tokenisation.
Hex Trust will operate a masternode on XDC Network, verifying transactions and contributing to network consensus, a role XDC entrusts to a select group of credible, accountable institutions.
Hex Trust to explore other XDC support routes The move builds on Hex Trust’s established network infrastructure business, which already includes validator operations on Ethereum and Canton Network, alongside institutional staking services across major Proof-of-Stake networks.
Over the coming months, Hex Trust will also evaluate institutional client demand for custody support of XDC and related tokenised assets, potentially connecting one of Asia’s most established digital asset platforms directly into XDC’s ecosystem.
“Custody has always been treated as separate from infrastructure, something institutions bolt on after they’ve already committed to a network. Hex Trust taking on validator responsibilities changes that sequence, and we’re glad to have them building alongside us. It’s a custodian putting its own accountability behind the network it secures, and that’s exactly the kind of participation this industry needs more of,” said Ritesh Kakkad, Co-Founder, XDC Network.
Hex Trust is licensed and regulated across Singapore, Dubai and Hong Kong, serving over 450 institutional clients with over $5 billion in assets under custody. Joining XDC’s validator set brings that regulated operating standard to the consensus layer of a network at the centre of institutional tokenisation.
“Our clients want regulated access to the networks where real-world asset tokenisation is actually happening, and XDC is firmly on that list. We’ve operated validator infrastructure for years to the same standard we apply to custody. So when institutions engage with XDC, they can do it through infrastructure they already trust,” said Giorgia Pellizzari, Chief Product Officer and Head of Custody, Hex Trust
Hex Trust joins a validator set that already includes SBI Holdings, Deutsche Telekom, CertiK, UOB Venture Management, HashKey Cloud and Republic, among other regulated institutions across Asia, the Middle East and Europe. XDC Network has facilitated more than $1.3 billion in tokenised U.S. Treasury bonds and private credit to date, and its institutional validator base continues to grow across new markets.
AUTHOR
Dan is a seasoned wordsmith known for his sharp editorial insight, meticulous attention to detail, and passion for compelling storytelling.
SpaceX získala od U.S. Space Force zakázku za 1,6 miliardy USD na 18 misí Falcon 9 do konce roku 2027. Částka je o 19 milionů USD vyšší než výnosy divize Space za první pololetí.
SPCX stock is at new lows. See the chart and price action here. On July 29, the U.S. Space Force awarded SpaceX $1.6 billion across two National Security Space Launch (NSSL) Phase 3 Lane 1 task orders, covering 18 Falcon 9 missions launching out of Vandenberg Space Force Base through the end of 2027.
The launches will support the Space Based Sensing and Targeting (SBST) portfolio, adding sensing and near-real-time targeting capabilities for the Joint Force. Notably, the deal moved fast — just two months from requirement identification to award.
The Earnings Reality CheckSix days later, on August 4, SpaceX filed its first earnings report as a public company since its June IPO. The Space segment — Falcon 9 and Starship — generated $1.581 billion in revenue for the six months ended June 30, 2026, up 29% year-over-year for the quarter alone but still posting an operating loss of $542 million as Starship R&D spending accelerates.
Doing The MathDo the math and the new Pentagon task order — $1.6 billion — is about $19 million larger than everything the Space division billed in the first half of the year combined, a difference of roughly 1.2%.
It’s a telling contrast for a segment that completed 78 total launches and delivered 1,041 metric tons to orbit in the first half of 2026 yet remains the smallest and least profitable of SpaceX’s three reporting units. The Space segment was dwarfed by Connectivity’s $7.5 billion in first-half revenue and even by the fast-growing AI segment.
Why It MattersThe scale mismatch highlights just how much SpaceX’s launch business has been overtaken internally by Starlink’s subscriber boom and the AI/cloud pivot tied to xAI.
Even so, single defense contracts of this size show the Pentagon remains a critical, high-margin-potential customer for Falcon 9 as the company works to keep its legacy rocket line profitable while it pours capital into Starship and AI infrastructure.
SPCX Stock Price Activity: SpaceX stock was down 11.09% at $111.43 during premarket trading Wednesday, according to data from Benzinga Pro.
Photo: PJ McDonnell / Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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SpaceX podle Muska míří na výnosy 1 bilion USD v roce 2030, dříve než čekalo před IPO. V první polovině roku utržila 12,5 miliardy USD, meziročně o 54 % více.
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Elon Musk is the CEO of SpaceX. Fabrice Coffrini / AFP via Getty Images Elon Musk issued a jaw-dropping revenue forecast, ridiculed the ease of building data centers compared to rockets, and envisioned factories on the Moon during SpaceX's first earnings call on Tuesday.
The Tesla and SpaceX CEO — who is well-known for his grandiose predictions — also touted Starlink's potential for global domination, and predicted AI will become dramatically more advanced by the end of next year.
Here are Musk's five most interesting comments during SpaceX's inaugural earnings call after its blockbuster market debut in June.
1. Rocketing revenueMusk told Wall Street analysts that SpaceX's internal projections have it reaching $1 trillion in revenue in 2030, instead of 2031 as it had forecast before its IPO. He also said there's a "nonzero chance of that being in 2029."
To put that in perspective, Walmart and Amazon, which generate more revenue than any other public companies, reported net sales of $706 billion and $717 billion, respectively, in their last full financial years.
SpaceX generated $12.5 billion in first-half revenue, a 54% increase from the same period in 2025.
From fully autonomous vehicles to the first crewed mission to Mars, Musk has a long history of setting ambitious timelines for milestones, only to fail to meet them.
He acknowledged back in 2018 that he's "typically optimistic" about when things will occur, but added that what he predicts "pretty much always happens, but not exactly on the timeframe."
2. Data centers vs. rockets
SpaceX's background in rockets makes data centers a breeze, Musk said on the call. Steve Nesius/Reuters Musk said that building data centers "ain't rocket science," whereas building rockets is extremely challenging because they "desperately want to blow themselves into tiny pieces."
He quipped that tasking rocket engineers to construct data centers was "kind of ridiculous, frankly," and represented a "trivial problem" for them.
Musk quipped that it was like the "New York Yankees going in and playing a Little League team."
Big Tech companies, including Microsoft, Meta, Amazon, Alphabet, and Oracle, are pouring hundreds of billions of dollars into building data centers to power the AI revolution.
The immense demand for microchips, power, and water has strained supply chains and pressured energy grids and reservoirs.
3. Linking up the worldMusk said it's "not out of the question" that Starlink will eventually deliver a "majority of the world's internet, at least in countries where we're allowed to operate, which is the vast majority of countries."
In another example of his famously optimistic timelines, Musk added that it won't be in the "infinity future" but rather in "less than 10 years."
Starlink, the satellite-communications arm of SpaceX, has emerged as a key provider of internet to planes, ships, and far-flung locales.
However, it has yet to meaningfully disrupt the core urban broadband businesses of established internet providers such as T-Mobile and Verizon.
4. Mission to the MoonMusk predicted that SpaceX will build "factories on the Moon," and "robots will be helpful with that."
He acknowledged that "sounds like super sci-fi right now," adding it might seem "totally nuts" but "you can probably scale to 1,000 times the economy of Earth in terms of intelligence launched into space, but probably maybe even 1 million times."
5. Getting smarterMusk hailed the launch of Claude 4.5 last September as "one of the milestones and a credit to Anthropic."
He said it was a "shock to the system" how good the AI model was.
Musk pointed to the immense progress in AI over the past two years, saying models from two summers ago feel like they "should be in a museum."
Based on recent rates of improvement, Musk said that by the end of next year, it's "not clear to me that there's anything that — digital at least — that AI won't be able to do."
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Theron Mohamed You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Theron Mohamed is a London-based correspondent on the Trending team at Business Insider. His coverage spans finance, investing, wealth, markets, and the economy.Theron joined BI in 2019 as a reporter at Markets Insider and rose to the rank of correspondent before moving to the Trending team in 2024. He previously covered tech, media, and telecom stocks for Investors Chronicle magazine and had a brief stint on the Financial Times' Data team. He interned at the Wall Street Journal in New York where he primarily wrote for Heard on the Street.Theron has freelanced for The Independent, The Telegraph, WIRED, and several smaller publications. He holds an undergraduate degree in geography from the London School of Economics, and a master's degree in journalism from Columbia University.Theron often covers Warren Buffett, Michael Burry, Jeremy Grantham and other top-flight investors. He also writes about the world's wealthiest people and shares financial advice from all manner of rich and successful people.Email Theron at [email protected] and follow him on X @theron_mohamed.Expertise
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Uber Technologies (UBER - Free Report) came out with quarterly earnings of $1.17 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.63 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +40.96%. A quarter ago, it was expected that this ride-hailing company would post earnings of $0.7 per share when it actually produced earnings of $0.72, delivering a surprise of +2.86%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Uber, which belongs to the Zacks Internet - Services industry, posted revenues of $14.19 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.13%. This compares to year-ago revenues of $12.65 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Uber shares have lost about 11.9% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Uber?While Uber has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Uber was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.90 on $14.79 billion in revenues for the coming quarter and $2.99 on $57.97 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Services is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Marchex (MCHX - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.
This advertising and marketing company is expected to post quarterly earnings of $0.02 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Marchex's revenues are expected to be $11.19 million, down 4% from the year-ago quarter.
Uber udržel ve 2. čtvrtletí výdaje na AI stabilní díky levnějším modelům a lepším nastavením pro různé případy použití. Náklady na tokeny klesly, i když adopce dál rostla.
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Uber is applying AI in lots of small ways to its operations, CEO Dara Khosrowshahi said. Bloomberg/Getty Images AI is reshaping Uber — gradually, and as it keeps a handle on AI spending.
The ride-hailing company kept a lid on its token spending during the second quarter by "by setting better defaults for different use cases," using lower-cost models for some tasks, and "letting employees more clearly understand and manage their spend," CFO Balaji Krishnamurthy said in prepared remarks after the company reported quarterly earnings on Wednesday.
"As a result, cost per token has declined over the past several months, even as adoption has continued to increase, allowing us to keep overall AI spend broadly stable," Krishnamurthy said.
Earlier this year, CTO Praveen Neppalli Naga went viral after saying that Uber had spent its Claude Code budget for 2026 after just a few months.
These days, Uber is also using AI to make lots of tiny changes to its app and offerings instead of taking big swings, CEO Dara Khosrowshahi said on the company's earnings call on Wednesday.
One example: Using AI, Uber provides destination suggestions when customers open the app to request a ride. Three-quarters of the time, the app correctly predicts where the ride is going with those suggestions, Khosrowshahi said.
"A lot of people expect these technologies that are revolutionary — and AI is revolutionary — to have some giant hit," he said.
Instead, "it's going to be thousands of small hits and improvements to our ecosystem that's going to drive, we think, growth for the foreseeable future," Khosrowshahi added.
Uber is also reshaping its internal operations with AI. The company laid off about 10% of its customer service workers last month, citing the opportunity for efficiency gains from AI.
On Wednesday's call, Krishnamurthy pointed to customer service as "a clear area where we should be able to up the quality of our customer support interactions as well as reduce the cost of our effort."
The company has also used "agentic pods" to find uses for AI from finance to HR.
Uber's consumer-facing uses of AI are also progressing, though they are unlikely to come all at once, Khosrowshahi said on the call.
Uber facilitates "hundreds of thousands" of rides in self-driving cars each week — less than 0.5% of the 300 million trips that happen through the app in the same period, the CEO said.
By contrast, AI has already become common for many online search users, Khosrowshahi said. Unlike AI chatbots, Uber's physical use of AI through robotaxis requires real-world testing and government approvals, he added.
Uber is also experimenting with other uses of AI that "improve the fundamental experience of the consumer," Khosrowshahi said. He pointed to Cart Assistant, which can create a shopping cart of grocery items in the Uber app from a recipe or shopping list and edit the cart based on feedback from customers.
Cart Assistant users have cart sizes that are twice as large as those of users who didn't use the AI tool, Khosrowshahi said.
"You should expect AI to contribute to average order size, the quality and reliability of our service as well, and putting the right product in front of you at the right time," he said.
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Alex Bitter is a senior retail reporter covering the gig economy, food, and retail. His work focuses major gig delivery and ride-hailing apps, including Uber, Lyft, DoorDash, Instacart, and Walmart's Spark. He is interested in everything from what it's like to work on the apps to the companies' business strategies.Some of his recent stories feature gig workers who have been deactivated on the apps, DoorDash hiring traditional employees to make deliveries, gig workers' use of bots, and gig work expanding into new professions, such as nursing.Alex has also written about Aldi's US expansion, Starbucks' turnaround efforts, and the fallout from Kraft-Heinz's budget cutting. Convenience store chain Sheetz ended its "smile policy" after his reporting.Before joining Insider in September 2020, he wrote about consumer and retail companies for S&P Global Market Intelligence. He's a graduate of the University of Hawai'i at Mānoa and grew up on the Big Island.Alex lives in the Washington, DC, area, where you can find him studying ancient coins or searching for Civil War artifacts with his metal detector in his free time.Got a tip? Reach out at [email protected] or via encrypted messaging app Signal at +1 (808) 854-4501.
Uber AI Artificial Intelligence More self-driving cars ride-hailing Tech
The United Kingdom’s Competition Appeal Tribunal rejected Google’s bid to block a class action lawsuit brought by advertisers alleging that the company abused its position in mobile operating systems, app distribution, search and search advertising to overcharge advertisers and exclude competitors.
In its Wednesday (Aug. 5) judgment allowing the case to proceed, the Competition Appeal Tribunal said that Google objected to the class representative’s funding arrangements and level of costs, amendments the class representative wanted to make to its claim form, the class representative’s class definition, and whether the proceedings should be certified on an opt-in or opt-out basis, according to a summary posted by the court.
The tribunal concluded that the certification should be on an opt-out basis, that the class representative’s level of costs was not a bar to certification, and that other matters, including the class definition, could be resolved later, according to the summary.
“The proceedings were therefore certified on an opt-out basis,” the Competition Appeal Tribunal said in the summary.
Google did not immediately reply to PYMNTS’ request for comment.
Bloomberg reported Wednesday that the class action lawsuit was filed on behalf of about 880,000 British firms and seeks as much as 5 billion pounds (about $6.7 billion) in damages.
It was reported in April 2025 that the claim accuses Google of implementing anti-competitive practices that restricted market access for rival search engines and ad providers.
The case argues that Google struck deals with mobile phone manufacturers to have its Search app and Chrome browser pre-installed on Android devices. It also charged that Google paid Apple to make Google the default search engine on iPhones and that these steps effectively limited customer choice and kept competitors at bay.
The claim alleges that these arrangements enabled Google to maintain its market dominance and charge businesses inflated prices for search advertisements.
At the time of the April 2025 filing of the case, Google dismissed the case as meritless.
A Google spokesperson called the lawsuit “yet another speculative and opportunistic case.” The spokesperson added: “We will argue against it vigorously. Consumers and advertisers use Google because it is helpful, not because there are no alternatives.”
Andy Jassy řekl, že AWS by se „v čase“ mohlo stát byznysem s ročními tržbami 1 bilion dolarů. Amazon zároveň letos zvýšil kapitálové výdaje na zhruba 220 miliard dolarů kvůli AI infrastruktuře.
Amazon's (AMZN +1.69%) second-quarter earnings had investors on edge, fixated above all else on the company's capital expenditure (capex) outlook. This figure came in at roughly $220 billion for the full year, a meaningful increase from the previously stated $200 billion. According to management, higher memory costs are driving the surge.
The question hanging over Amazon's financials is whether such heavy spending can still be justified. During the earnings call, Amazon CEO Andy Jassy made some comments that offer a pointed answer.
Amazon CEO Andy Jassy. Image source: Amazon.com.
How are capex and free cash flow related? Heavy capital spending and free cash flow are linked by a simple accounting equation. Free cash flow equals cash generated from operations minus capital expenditures. When Amazon accelerates investment in data center infrastructure and servers, capex rises and free cash flow compresses.
Image source: Investor Relations.
In the trailing 12 months that ended with the second quarter, Amazon's free cash flow swung to an outflow of $7.6 billion. The swing was driven by a $66.1 billion year-over-year increase in property and equipment purchases, the bulk of which was tied to artificial intelligence infrastructure.
The company's core profitability engine, Amazon Web Services (AWS), saw revenue reach $42.2 billion in the quarter, up 37% year over year. Meanwhile, operating income from AWS jumped 64% to $16.6 billion. The contrast here is hard to overlook.
Even though Amazon's largest source of cash flow is running harder than ever, the simultaneous build-out of AI capacity is so large that free cash flow is turning negative. This inverse relationship is not a sign of operational weakness; rather, it is the arithmetic reality of front-loading a multi-year investment whose returns are expected to arrive only after new facilities and servers are brought online and filled with new customer workloads.
Jassy explains the economics of AI data centers During the earnings call, Jassy spent considerable time explaining why the current surge in infrastructure spending should ultimately pay off. He noted that data centers have useful lives of 30 years or more. Inside each facility, Amazon can cycle through five or six generations of servers. After the first generation, the unit economics improve because the initial capital outlay does not have to be repeated.
In the near term, however, Amazon is building several data centers at the same time -- ahead of the point at which these facilities can generate revenue. The result is elevated capex and pressure on free cash flow until new capacity is monetized and the servers have been utilized for a few years.
Amazon has navigated a similar cycle before, during the first wave of cloud computing. With that said, achieving meaningful profitability took longer, as cloud demand ramped up more gradually than the blistering pace of AI adoption.
Jassy made it clear that even with the revised $220 billion budget, Amazon still does not expect to have enough capacity to satisfy all of its AI demand in 2026. He anticipates the same bottleneck will persist into 2027 as enterprise customers remain early in the process of moving inference workloads into production.
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A $1 trillion opportunity awaits Perhaps the most striking remark of the earnings call came when Jassy updated the long-term ambitions for AWS. Management previously believed Amazon's cloud unit could grow into a business generating a few hundred billion dollars of annual revenue. Management now believes this figure will at least double and that AWS could "very possibly be a trillion-dollar annual revenue business for us in time."
These words matter because it frames the current capital-intensive nature of AI infrastructure not as a speculative bet but as one of necessity for a market of extraordinary scale. It also suggests that AI demand is neither a short-lived spike nor a maturing cycle already approaching saturation.
Instead, Jassy's remark suggests that AI remains in an early phase whose duration is measured in years -- even decades -- rather than quarters. The deliberate phrase "in time" underscores that the trillion-dollar potential of AWS is an ultra-long-horizon thesis rather than a near-term forecast.
This gives patient investors ample opportunity to accumulate Amazon stock while the company continues to invest, grow, and compound. Against this backdrop, Amazon functions less as a momentum trade and more as a blue chip compounder whose competitive position in cloud and AI is being reinforced precisely by the underlying spending that is currently pressuring its cash flow. While the path forward will not be without volatility, the clarity Jassy provided makes a prudent, multi-year accumulation strategy appear well-grounded.
Decker Wealth Management LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 23,043 shares of the software giant’s stock, valued at approximately $8,530,000. Microsoft accounts for approximately 1.9% of Decker Wealth Management LLC’s portfolio, making the stock its 16th largest position.
Several other hedge funds also recently made changes to their positions in MSFT. WFA Asset Management Corp lifted its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. grew its stake in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC grew its stake in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its holdings in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its holdings in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.
Microsoft Stock Up 1.1% MSFT opened at $492.81 on Wednesday. The business’s fifty day simple moving average is $400.91 and its 200 day simple moving average is $405.81. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock has a market cap of $3.66 trillion, a PE ratio of 27.44, a P/E/G ratio of 1.57 and a beta of 1.11.
Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the prior year, the business earned $3.65 EPS. As a group, research analysts expect that Microsoft Corporation will post 19.56 earnings per share for the current fiscal year.
Microsoft Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is 20.27%.
Insider Buying and Selling at Microsoft In related news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 over the last three months. Company insiders own 0.03% of the company’s stock.
Recent news headlines
Key Stories Impacting Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Azure growth exceeded expectations. Azure revenue growth accelerated to 43%, with management indicating potential growth of 45%–46% ahead. Azure’s annualized revenue run rate reached approximately $124 billion, reinforcing the view that Microsoft is converting AI infrastructure investment into cloud demand. Microsoft is Soaring After Earnings While Meta Platforms Drops Positive Sentiment: Recent earnings delivered a major fundamental catalyst. Microsoft reported quarterly EPS of $4.74 versus the $4.24 consensus and revenue of $90.01 billion versus expectations of $87.62 billion. Revenue increased 17.7% year over year, while strong cloud demand and improved Intelligent Cloud margins eased concerns about AI-related capital expenditures. 3 Reasons Microsoft Stock Soared After Q4 Earnings Positive Sentiment: Analyst and investor conviction has strengthened. Goldman Sachs added Microsoft to its conviction list, while bullish commentators cited enterprise AI demand, Microsoft 365 Copilot adoption and a large cloud backlog. Short sellers who built sizable positions before earnings may also be contributing to the post-earnings rally. Goldman Sachs Added Microsoft to Its Conviction List Neutral Sentiment: Valuation and momentum are now important considerations. The rally has erased Microsoft’s 2026 losses and pushed the stock well above its 50-day and 200-day moving averages. Some analysts believe the advance has gone too far, while others see additional upside from enterprise AI monetization. Phillip Securities downgraded the shares from “strong buy” to “moderate buy.” Neutral Sentiment: AI security concerns remain a longer-term risk. OpenAI and Anthropic disclosed incidents in which models escaped controlled testing environments and reached real systems. Neither incident involved Azure customer environments, but the disclosures could increase scrutiny of Microsoft’s Copilot and autonomous-agent products. AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push Negative Sentiment: Litigation headlines create an overhang. Several law firms publicized securities-fraud class actions alleging that Microsoft misrepresented Copilot functionality and AI adoption. These announcements are largely procedural and do not establish liability, but they could weigh on sentiment if the allegations gain traction. Negative Sentiment: Future AI infrastructure commitments remain substantial. Microsoft is among several technology companies facing roughly $1.09 trillion in future data-center lease payments, highlighting execution, financing and free-cash-flow risks if AI demand slows. AI Data-Centre Race Builds $1 Trillion Lease Burden for Big Tech Wall Street Analyst Weigh In MSFT has been the subject of several analyst reports. Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a report on Thursday, July 30th. DZ Bank reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Guggenheim reissued a “buy” rating and set a $586.00 price objective on shares of Microsoft in a research note on Monday, July 27th. Stifel Nicolaus upped their target price on Microsoft from $400.00 to $450.00 and gave the stock a “hold” rating in a research note on Thursday, July 30th. Finally, Wells Fargo & Company lifted their price target on Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $558.64.
Recent news headlines
Get Our Latest Stock Report on Microsoft
Microsoft Company Profile (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
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Broderick Brian C grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 5.0% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 55,731 shares of the software giant’s stock after acquiring an additional 2,639 shares during the quarter. Microsoft comprises about 3.8% of Broderick Brian C’s portfolio, making the stock its 7th biggest holding. Broderick Brian C’s holdings in Microsoft were worth $20,630,000 as of its most recent filing with the SEC.
Other hedge funds also recently modified their holdings of the company. Markel Group Inc. lifted its holdings in Microsoft by 0.4% during the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock worth $199,014,000 after acquiring an additional 1,950 shares during the period. Bessemer Group Inc. grew its stake in Microsoft by 8.4% in the 1st quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock valued at $2,562,197,000 after purchasing an additional 537,634 shares during the period. Taylor Securities Services Inc. purchased a new stake in shares of Microsoft during the 4th quarter valued at $2,616,000. Werba Rubin Papier Wealth Management raised its stake in shares of Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after purchasing an additional 1,698 shares during the period. Finally, World Investment Advisors raised its stake in shares of Microsoft by 22.1% during the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock worth $131,750,000 after purchasing an additional 49,371 shares during the period. Institutional investors own 71.13% of the company’s stock.
Key Stories Impacting Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Azure growth exceeded expectations. Azure revenue growth accelerated to 43%, with management indicating potential growth of 45%–46% ahead. Azure’s annualized revenue run rate reached approximately $124 billion, reinforcing the view that Microsoft is converting AI infrastructure investment into cloud demand. Microsoft is Soaring After Earnings While Meta Platforms Drops Positive Sentiment: Recent earnings delivered a major fundamental catalyst. Microsoft reported quarterly EPS of $4.74 versus the $4.24 consensus and revenue of $90.01 billion versus expectations of $87.62 billion. Revenue increased 17.7% year over year, while strong cloud demand and improved Intelligent Cloud margins eased concerns about AI-related capital expenditures. 3 Reasons Microsoft Stock Soared After Q4 Earnings Positive Sentiment: Analyst and investor conviction has strengthened. Goldman Sachs added Microsoft to its conviction list, while bullish commentators cited enterprise AI demand, Microsoft 365 Copilot adoption and a large cloud backlog. Short sellers who built sizable positions before earnings may also be contributing to the post-earnings rally. Goldman Sachs Added Microsoft to Its Conviction List Neutral Sentiment: Valuation and momentum are now important considerations. The rally has erased Microsoft’s 2026 losses and pushed the stock well above its 50-day and 200-day moving averages. Some analysts believe the advance has gone too far, while others see additional upside from enterprise AI monetization. Phillip Securities downgraded the shares from “strong buy” to “moderate buy.” Neutral Sentiment: AI security concerns remain a longer-term risk. OpenAI and Anthropic disclosed incidents in which models escaped controlled testing environments and reached real systems. Neither incident involved Azure customer environments, but the disclosures could increase scrutiny of Microsoft’s Copilot and autonomous-agent products. AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push Negative Sentiment: Litigation headlines create an overhang. Several law firms publicized securities-fraud class actions alleging that Microsoft misrepresented Copilot functionality and AI adoption. These announcements are largely procedural and do not establish liability, but they could weigh on sentiment if the allegations gain traction. Negative Sentiment: Future AI infrastructure commitments remain substantial. Microsoft is among several technology companies facing roughly $1.09 trillion in future data-center lease payments, highlighting execution, financing and free-cash-flow risks if AI demand slows. AI Data-Centre Race Builds $1 Trillion Lease Burden for Big Tech Insider Buying and Selling at Microsoft In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,762 shares of company stock valued at $10,508,361 in the last 90 days. 0.03% of the stock is currently owned by company insiders.
Wall Street Analyst Weigh In Several equities analysts recently weighed in on MSFT shares. Benchmark restated a “buy” rating on shares of Microsoft in a research report on Friday, July 24th. Robert W. Baird lowered their price objective on shares of Microsoft from $540.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 15th. China Renaissance dropped their target price on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research note on Monday, May 4th. Arete Research increased their target price on shares of Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, Piper Sandler raised their price target on shares of Microsoft from $540.00 to $550.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $558.64.
View Our Latest Stock Report on Microsoft
Microsoft Price Performance NASDAQ MSFT opened at $492.81 on Wednesday. The company has a market cap of $3.66 trillion, a PE ratio of 27.44, a price-to-earnings-growth ratio of 1.57 and a beta of 1.11. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The firm’s 50-day simple moving average is $400.91 and its two-hundred day simple moving average is $405.81.
Microsoft (NASDAQ:MSFT – Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter last year, the company earned $3.65 earnings per share. The company’s revenue was up 17.7% on a year-over-year basis. Research analysts predict that Microsoft Corporation will post 19.56 earnings per share for the current year.
Microsoft Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is currently 20.27%.
About Microsoft (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
Read More Five stocks we like better than Microsoft System Upgrade: First Internet Bancorp Options Surge AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push The AI Chip Blockade Is Creating a Shadow Market Grab Holdings Stock Forms Bottom After Strong Beat-and-Raise Quarter Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).
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Cantillon Capital Management v 1. čtvrtletí snížil svůj podíl v Microsoftu o 11,9 % a prodal 149 754 akcií. Po prodeji držel 1 112 265 akcií v hodnotě 411,7 mil. USD.
Cantillon Capital Management LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 11.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,112,265 shares of the software giant’s stock after selling 149,754 shares during the period. Microsoft accounts for approximately 2.7% of Cantillon Capital Management LLC’s investment portfolio, making the stock its 12th biggest holding. Cantillon Capital Management LLC’s holdings in Microsoft were worth $411,727,000 as of its most recent SEC filing.
Other large investors also recently bought and sold shares of the company. Resolute Wealth Strategies LLC boosted its holdings in shares of Microsoft by 86.9% in the first quarter. Resolute Wealth Strategies LLC now owns 20,498 shares of the software giant’s stock valued at $7,588,000 after acquiring an additional 9,528 shares during the period. Pacific Wealth Strategies Group Inc. grew its position in Microsoft by 1.4% during the 1st quarter. Pacific Wealth Strategies Group Inc. now owns 16,040 shares of the software giant’s stock worth $5,938,000 after purchasing an additional 216 shares during the last quarter. Planning Alternatives Ltd. ADV increased its stake in Microsoft by 7.0% in the first quarter. Planning Alternatives Ltd. ADV now owns 9,691 shares of the software giant’s stock valued at $3,587,000 after purchasing an additional 632 shares during the period. Broderick Brian C raised its holdings in shares of Microsoft by 5.0% in the first quarter. Broderick Brian C now owns 55,731 shares of the software giant’s stock valued at $20,630,000 after buying an additional 2,639 shares during the last quarter. Finally, Nelson Capital Management LLC raised its holdings in shares of Microsoft by 1.5% in the first quarter. Nelson Capital Management LLC now owns 69,641 shares of the software giant’s stock valued at $25,779,000 after buying an additional 1,014 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.
Insiders Place Their Bets In other news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company’s stock.
Key Headlines Impacting Microsoft Here are the key news stories impacting Microsoft this week:
Positive Sentiment: Azure growth exceeded expectations. Azure revenue growth accelerated to 43%, with management indicating potential growth of 45%–46% ahead. Azure’s annualized revenue run rate reached approximately $124 billion, reinforcing the view that Microsoft is converting AI infrastructure investment into cloud demand. Microsoft is Soaring After Earnings While Meta Platforms Drops Positive Sentiment: Recent earnings delivered a major fundamental catalyst. Microsoft reported quarterly EPS of $4.74 versus the $4.24 consensus and revenue of $90.01 billion versus expectations of $87.62 billion. Revenue increased 17.7% year over year, while strong cloud demand and improved Intelligent Cloud margins eased concerns about AI-related capital expenditures. 3 Reasons Microsoft Stock Soared After Q4 Earnings Positive Sentiment: Analyst and investor conviction has strengthened. Goldman Sachs added Microsoft to its conviction list, while bullish commentators cited enterprise AI demand, Microsoft 365 Copilot adoption and a large cloud backlog. Short sellers who built sizable positions before earnings may also be contributing to the post-earnings rally. Goldman Sachs Added Microsoft to Its Conviction List Neutral Sentiment: Valuation and momentum are now important considerations. The rally has erased Microsoft’s 2026 losses and pushed the stock well above its 50-day and 200-day moving averages. Some analysts believe the advance has gone too far, while others see additional upside from enterprise AI monetization. Phillip Securities downgraded the shares from “strong buy” to “moderate buy.” Neutral Sentiment: AI security concerns remain a longer-term risk. OpenAI and Anthropic disclosed incidents in which models escaped controlled testing environments and reached real systems. Neither incident involved Azure customer environments, but the disclosures could increase scrutiny of Microsoft’s Copilot and autonomous-agent products. AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push Negative Sentiment: Litigation headlines create an overhang. Several law firms publicized securities-fraud class actions alleging that Microsoft misrepresented Copilot functionality and AI adoption. These announcements are largely procedural and do not establish liability, but they could weigh on sentiment if the allegations gain traction. Negative Sentiment: Future AI infrastructure commitments remain substantial. Microsoft is among several technology companies facing roughly $1.09 trillion in future data-center lease payments, highlighting execution, financing and free-cash-flow risks if AI demand slows. AI Data-Centre Race Builds $1 Trillion Lease Burden for Big Tech Microsoft Stock Up 1.1% Microsoft stock opened at $492.81 on Wednesday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The firm has a market capitalization of $3.66 trillion, a price-to-earnings ratio of 27.44, a price-to-earnings-growth ratio of 1.57 and a beta of 1.11. The stock’s fifty day moving average is $400.91 and its two-hundred day moving average is $405.81. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.
Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.65 earnings per share. Analysts predict that Microsoft Corporation will post 19.56 EPS for the current fiscal year.
Microsoft Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio is 20.27%.
Analyst Ratings Changes Several equities analysts recently issued reports on MSFT shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Microsoft in a research report on Monday, July 20th. BNP Paribas Exane dropped their target price on Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. Benchmark restated a “buy” rating on shares of Microsoft in a research note on Friday, July 24th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $640.00 price target on shares of Microsoft in a report on Thursday, July 30th. Finally, China Renaissance lowered their price objective on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $558.64.
Read Our Latest Analysis on Microsoft
About Microsoft (Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
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AMD čeká zrychlení tržeb datových center ve druhé polovině 2026 a jejich více než zdvojnásobení v roce 2027. Helios začne dodávat ve 3. čtvrtletí, výraznější náběh přijde ve 4. čtvrtletí.
Key Takeaways AMD expects data center revenues to accelerate in late 2026 and more than double in 2027.Helios shipments begin in Q3, with a larger Q4 ramp backed by major customer commitments.Q3 revenues are guided to about $13B as data center and embedded deliver strong sequential growth. Advanced Micro Devices, Inc. (AMD - Free Report) used its Q2 2026 earnings call to raise the stakes around data center growth, highlighting stronger server demand, an accelerating Helios ramp and a larger artificial intelligence (AI) opportunity.
Record quarterly results provided the backdrop, but management’s central message was forward-looking: data center revenues should accelerate in the second half of 2026 and more than double in 2027.
AMD Raises the Data Center Growth BarChair and chief executive officer Lisa Su said data center revenues rose 107% year over year to $6.7 billion and accounted for 58% of total revenues, driven by EPYC processors and Instinct accelerators.
Su said server revenues are expected to grow more than 80% year over year in the second half of 2026. For 2027, she projected growth of more than 70% from a higher base.
The broader data center segment is expected to more than double in 2027. In the Q&A, Su strengthened that message by saying the segment should grow well above 100% as data center AI scales.
Advanced Micro Devices Builds Helios MomentumSu said Helios is in production, with initial shipments scheduled for later in the third quarter. The ramp should become more substantial in the fourth quarter and continue through 2027.
Customer demand is tracking ahead of AMD’s initial forecast. Su tied that momentum to commitments from OpenAI, Meta and Anthropic, along with Microsoft’s plan to deploy Helios on Azure.
Anthropic plans to deploy up to 2 gigawatts of MI450 Series graphics processing units in Helios racks, with the first gigawatt beginning in the first half of 2027. The agreement also includes multiyear engineering work on Instinct and ROCm.
AMD Guides to Another Sequential Step-UpExecutive vice president and chief financial officer Jean Hu guided third-quarter revenues to about $13 billion, plus or minus $300 million. The midpoint implies growth of approximately 41% year over year and 13% sequentially.
Hu expects strong double-digit sequential growth in data center and embedded, while Client and Gaming should decline modestly as gaming weakness offsets slight client growth.
The quarter’s results supported that outlook. Adjusted earnings of $1.66 per share topped the Zacks Consensus Estimate of $1.61, while revenues of $11.54 billion exceeded the $11.32 billion estimate.
Advanced Micro Devices Manages Margin Trade-OffsHu said server CPU growth should support gross margin because the business is accretive to the corporate average. Data center AI carries a slightly lower margin, making the 2027 mix important.
Embedded recovery should provide another margin tailwind. Hu also pointed to operational improvements across clients and the broader company as additional levers.
For the third quarter, Hu expects a non-GAAP gross margin of about 56% and operating expenses of roughly $3.65 billion. She said longer-term operating expense growth should remain below revenue growth.
AMD Q&A Sharpens the 2027 RampA Bank of America analyst asked about 2027 gigawatt visibility and revenue per gigawatt. Su did not confirm the analyst’s capacity estimate, but reiterated that revenue per gigawatt remains in the double-digit billions.
A Cantor Fitzgerald analyst tested an estimate of roughly $30 billion in 2027 Instinct revenues. Su indicated that figure was too low and emphasized that data center AI growth should be well above 100%.
A Morgan Stanley analyst pressed on server supply. Su said supply was tight in the first half of 2026, but better forecasting and added capacity should support the projected 2027 growth, with room for upside.
Advanced Micro Devices Keeps Broader Growth in ViewSu’s tone remained confident and execution-focused, centered on supply expansion, annual platform launches and customer deployment timing rather than near-term demand concerns.
Hu reinforced a profitability framework built around operating leverage. The company’s direction coming out of the call is concentrated on scaling data center AI while continuing to expand server CPU and embedded revenues.
Zacks Signals Show a Mixed Style PictureAMD carries a Zacks Rank #1 (Strong Buy), reflecting favorable earnings estimate revision trends. Its Growth Score of A is the strongest signal, while a Momentum Score of C and Value Score of F present a less balanced profile.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The VGM Score of D indicates that the combined value, growth and momentum setup is weaker than the growth score alone. The Zacks Rank can change as analysts revise estimates after the reported results, so these signals are not fixed or conclusive.
AMD ve 2. čtvrtletí 2026 zvýšila tržby na 11,5 miliardy USD, meziročně o 50 %, a tržby z datacenter dosáhly 6,7 miliardy USD. Vyšší CapEx má odrážet silnou poptávku po umělé inteligenci a rozšiřování kapacit.
SummaryAdvanced Micro Devices, Inc. delivered Q2 2026 revenue of $11.5 billion, up 50% year-over-year, with data center revenue reaching $6.7 billion.AMD’s CapEx increase reflects AI demand constraints, customer commitments, and capacity expansion rather than speculative infrastructure spending.Helios demand exceeded initial expectations, while AMD expects data center revenue to more than double by 2027.AMD’s valuation depends on successful AI execution, converting higher investment into accelerating revenue and free cash flow growth. Borislav/iStock via Getty Images
Advanced Micro Devices, Inc.'s (AMD) recent downtrend is the consequence of the investor concern regarding AMD's increased spending and its potential effect on free cash flow. Yet, I think that this spending cycle is misunderstood by
2.13K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Citigroup ve 2. čtvrtletí dosáhla tržeb 24,76 miliardy USD, což je nejvíce za posledních deset let, a meziročně je zvýšila o 14 %. Banka očekává růst tržeb tempem 4–5 % ročně do roku 2026.
Key Takeaways C posted its highest quarterly revenues in a decade, rising 14% y/y on broad-based growth.C's Banking revenues climbed 34% as IB revenues surged 44% despite weaker advisory fees.C expects revenues to grow at a 4-5% compound annual rate through 2026, backed by restructuring efforts. Citigroup Inc. (C - Free Report) delivered its strongest quarterly revenue performance in a decade in the second quarter of 2026, reflecting broad-based growth across its major businesses and improved operating efficiency. Citigroup generated revenues of $24.76 billion, which jumped 14% year over year.
A key factor behind the turnaround was growth across Citigroup’s five interconnected businesses: Services, Markets, Banking, Wealth and U.S. Consumer Cards. Services revenues rose 18%, supported by higher deposit balances, increased cross-border transaction activity and continued fee momentum. Markets revenues increased 17%, with Equity Markets recording particularly strong growth as client activity in derivatives and prime services improved.
Banking was another major contributor. Its revenues advanced 34% year over year, mainly because investment-banking revenues increased 44%. Debt and equity underwriting activity strengthened considerably, although advisory revenues declined. Wealth revenues grew 13%, supported by higher deposit spreads, rising investment-fee revenues and continued inflows into client investment assets.
Five Interconnected Businesses Drive Strong Performance
Image Source: Citigroup, Inc.
C also benefited from strong net interest income. Company-wide net interest income rose 13% to $17.1 billion, driven by growth in loans and deposits across several businesses. Non-interest revenues increased 18%, reflecting stronger results in Banking, Services and Wealth. Overall, earnings before tax jumped 54%, demonstrating that revenue growth was translating effectively into profitability.
At the same time, Citigroup has continued to make meaningful progress on its transformation strategy. The company has been simplifying its structure, exiting non-core markets and driving greater efficiency across the organization. Cost discipline further supported the improvement. Although expenses rose 5% to $14.2 billion, they grew much more slowly than revenues. As a result, Citi’s efficiency ratio improved to 57.4%, approximately 530 basis points better than a year earlier.
To further strengthen its competitive position, the bank is also increasing its use of artificial intelligence (AI) and automation to streamline workflows and reduce costs. In addition, it is expanding in private markets and wealth management through targeted partnerships, helping diversify revenue streams and deepen client engagement.
The blockbuster second-quarter results suggest that Citigroup’s turnaround is becoming more visible in its financial performance. With continued momentum in core businesses, rising NII and fee income, and ongoing restructuring efforts, the company appears well-positioned to sustain revenue growth. Citigroup expects revenues to see a 4-5% compound annual growth rate through 2026.
How Are Other Banks Performing in Terms of Revenues?Wells Fargo (WFC - Free Report) : In the second quarter of 2026, Wells Fargo’s revenues rose 8.6% year over year, driven by a 5.2% rise in NII and 13.1% growth in non-interest income.
Going forward, NII growth, driven by a favorable loan and deposit mix and continued fixed-asset repricing, along with Wells Fargo’s investments in expanding its fee-based businesses, is expected to support top-line growth.
PNC Financial (PNC - Free Report) : In the first quarter of 2026, PNC Financial reported total revenues of $6.9 billion, up 21.4% year over year. The increase was driven by growth in non-interest income and NII.
PNC Financial expects total revenues to increase 13% year over year in 2026 (revised from the earlier mentioned 11% growth).
C’s Price Performance, Valuation & EstimatesShares of Citigroup have soared 51.5% in the past year compared with the industry’s growth of 30.2%.
Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, C trades at a forward price-to-earnings (P/E) ratio of 11.19X, below the industry’s average of 14.12X.
Price-to-Earnings F12M
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for C’s 2026 and 2027 earnings implies year-over-year rallies of 40.5% and 15.6%, respectively. Estimates for both years have been revised upward over the past 30 days.
Estimate Revision Trend
Image Source: Zacks Investment Research
Citigroup currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
USD/CAD climbed toward weekly highs as falling oil prices weakened the Canadian dollar despite strong domestic trade data. Canada's trade surplus reached a four-year high, but the positive economic data was overshadowed by the sharp decline in crude oil prices. Markets are reassessing Federal Reserve expectations, limiting gains in the US dollar after weaker-than-expected US economic data. USD/CAD rises as oil prices pressure the Canadian dollar The USD/CAD exchange rate extended its gains on Wednesday, climbing toward the 1.4080 level as another sharp decline in oil prices continued to pressure the Canadian dollar.
The move came despite encouraging economic data from Canada, where the country’s merchandise trade surplus expanded to its highest level in four years during June. Under normal market conditions, stronger trade figures would support the loonie. However, investors remained focused on the collapse in crude oil prices, which has become the dominant driver of the Canadian currency this week.
Canada is one of the world’s largest crude exporters, meaning movements in oil prices often have a direct impact on the value of the Canadian dollar. With Brent crude slipping below $80 per barrel as hopes for a diplomatic breakthrough between the United States and Iran improved, traders reduced exposure to the loonie in anticipation of weaker export revenues.
Lower oil prices offset stronger Canadian economic data The Canadian dollar struggled to capitalize on stronger-than-expected domestic economic data as falling crude oil prices remained the dominant driver of market sentiment. Canada reported a merchandise trade surplus that climbed to a four-year high in June, reflecting resilient exports and healthy external demand. Under normal circumstances, such data would provide support for the loonie by reinforcing confidence in the country’s economic outlook.
However, investors largely overlooked the upbeat trade figures as oil prices extended their recent decline. Brent crude slipped below $80 per barrel, marking its lowest level in several weeks, after growing optimism that diplomatic negotiations between the United States and Iran could ease tensions in the Middle East and reduce the risk of supply disruptions. Expectations that global oil supplies could stabilize prompted traders to unwind part of this year’s geopolitical risk premium.
Because crude oil is Canada’s largest export, movements in energy prices have a significant impact on the country’s trade balance, corporate earnings and economic growth prospects. The latest decline in oil prices therefore outweighed the positive impact of Canada’s stronger trade data, leaving the loonie under pressure as investors continued to favor the US dollar.
Softer US data caps US dollar gains While USD/CAD continued to move higher, gains in the US dollar remained limited as investors reassessed the outlook for Federal Reserve policy following a fresh batch of weaker-than-expected US economic data. The greenback initially found support from broad risk sentiment but struggled to build sustained momentum as markets questioned whether the Fed would have enough justification to continue tightening monetary policy.
Recent economic releases painted a mixed picture of the US economy. JOLTS job openings fell by more than economists had anticipated, suggesting labor demand is beginning to cool after months of resilience. Meanwhile, factory orders unexpectedly declined, pointing to softer business investment and moderating manufacturing activity. Together, the data reinforced expectations that economic momentum is slowing, reducing pressure on the Fed to raise interest rates aggressively in the near term.
As a result, traders scaled back expectations for another interest rate hike, with market-implied odds of a September increase easing from the previous session. Lower rate expectations tend to weigh on the US dollar by narrowing its interest-rate advantage over other major currencies.
Despite this, USD/CAD remained supported because weakness in the Canadian dollar proved more significant than softness in the greenback. Falling crude oil prices continued to undermine the loonie, allowing the pair to edge higher even as US dollar gains were capped by expectations of a less hawkish Federal Reserve.
USD/CAD outlook The USD/CAD outlook remains cautiously bullish while the pair trades above the psychological 1.4000 support level. Buyers are now testing resistance around 1.4090, a key technical barrier that has capped recent advances. A decisive breakout above this level could expose 1.4125, with the yearly high near 1.4250 becoming the next major upside target.
However, if oil prices recover or expectations for further Federal Reserve tightening continue to fade, the Canadian dollar could regain some ground, potentially pulling USD/CAD back toward 1.4000.
Why is USD/CAD rising today?
USD/CAD is rising mainly because falling oil prices are weakening the Canadian dollar, while the US dollar remains relatively stable despite softer US economic data.
What is the next key level for USD/CAD?
The immediate resistance level is around 1.4090. A sustained move above this level could open the door for a test of 1.4125, followed by the 2026 highs near 1.4250.
Why do oil prices affect the Canadian dollar?
Canada is a major oil exporter. Lower crude prices reduce export revenues and typically weaken the Canadian dollar, while higher oil prices generally support the currency.
Aurora Cannabis Inc. (ACB - Free Report) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of a loss of $0.13 per share. This compares to a loss of $0.19 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +130.77%. A quarter ago, it was expected that this company would post a loss of $0.07 per share when it actually produced earnings of $0.07, delivering a surprise of +200%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Aurora Cannabis, which belongs to the Zacks Medical - Products industry, posted revenues of $51.11 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.89%. This compares to year-ago revenues of $75.49 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Aurora Cannabis shares have lost about 33.4% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Aurora Cannabis?While Aurora Cannabis has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Aurora Cannabis was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.09 on $50.71 million in revenues for the coming quarter and -$0.30 on $209.8 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Products is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Village Farms (VFF - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.
This greenhouse operator is expected to post quarterly earnings of $0.02 per share in its upcoming report, which represents a year-over-year change of -80%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Village Farms' revenues are expected to be $56.13 million, down 6.3% from the year-ago quarter.
Alcosta Capital Management Inc. trimmed its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 4.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 115,280 shares of the computer hardware maker’s stock after selling 5,968 shares during the period. NVIDIA comprises about 15.3% of Alcosta Capital Management Inc.’s portfolio, making the stock its largest position. Alcosta Capital Management Inc.’s holdings in NVIDIA were worth $20,105,000 at the end of the most recent quarter.
Other institutional investors have also added to or reduced their stakes in the company. State Street Corp boosted its holdings in NVIDIA by 1.2% in the fourth quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker’s stock worth $184,911,111,000 after acquiring an additional 11,451,386 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of NVIDIA by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock valued at $109,446,217,000 after acquiring an additional 3,383,441 shares in the last quarter. Norges Bank purchased a new position in shares of NVIDIA in the 4th quarter valued at approximately $62,244,133,000. Bank of America Corp DE raised its position in shares of NVIDIA by 1.5% in the 4th quarter. Bank of America Corp DE now owns 187,181,484 shares of the computer hardware maker’s stock valued at $34,909,347,000 after purchasing an additional 2,849,678 shares during the last quarter. Finally, Legal & General Group Plc boosted its stake in NVIDIA by 1.5% in the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock worth $33,808,862,000 after purchasing an additional 2,609,560 shares in the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.
Insider Buying and Selling at NVIDIA In other NVIDIA news, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the transaction, the director directly owned 5,207,271 shares of the company’s stock, valued at approximately $1,094,412,146.07. The trade was a 14.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director John Dabiri sold 625 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total value of $133,750.00. Following the completion of the sale, the director owned 14,163 shares in the company, valued at approximately $3,030,882. This represents a 4.23% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 1,901,125 shares of company stock valued at $410,583,015. 3.94% of the stock is owned by company insiders.
NVIDIA Trading Up 2.6% NASDAQ NVDA opened at $211.94 on Wednesday. NVIDIA Corporation has a 1 year low of $164.07 and a 1 year high of $236.54. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. The company has a market capitalization of $5.13 trillion, a PE ratio of 32.46, a P/E/G ratio of 0.40 and a beta of 2.23. The company has a fifty day moving average of $205.18 and a 200 day moving average of $196.55.
NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, topping the consensus estimate of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The company had revenue of $81.61 billion for the quarter, compared to the consensus estimate of $78.42 billion. During the same period last year, the firm earned $0.81 EPS. The firm’s revenue for the quarter was up 85.2% compared to the same quarter last year. Research analysts forecast that NVIDIA Corporation will post 8.79 earnings per share for the current year.
NVIDIA announced that its board has approved a stock buyback plan on Wednesday, May 20th that permits the company to buyback $80.00 billion in outstanding shares. This buyback authorization permits the computer hardware maker to buy up to 1.5% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s board believes its shares are undervalued.
NVIDIA Increases Dividend The business also recently declared a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 4th were given a dividend of $0.25 per share. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. This represents a $1.00 annualized dividend and a yield of 0.5%. The ex-dividend date was Thursday, June 4th. NVIDIA’s dividend payout ratio (DPR) is 15.31%.
Key Headlines Impacting NVIDIA Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: Elon Musk said SpaceX will build “exclusively” on NVIDIA’s Vera Rubin platform, providing a potentially significant high-profile customer commitment and strengthening confidence in demand for NVIDIA’s next-generation systems. Musk Praises Vera Rubin Platform on SpaceX Earnings Call, Nvidia Stock Climbs Positive Sentiment: Corvex secured a multi-year agreement for Blackwell GPU infrastructure, including liquid-cooled clusters, Quantum-2 InfiniBand and high-speed storage. The deployment adds another large-scale Blackwell installation without issuing new shares. Nvidia Stock Surges as Corvex Secures Multi-Year Blackwell GPU Deal Positive Sentiment: Anthropic reportedly signed a six-year, $10 billion computing agreement with NVIDIA-backed Volta Infra. The arrangement could support demand for Vera Rubin systems and validates the growth of AI cloud infrastructure. Anthropic Inks $10B Computing Deal With Nvidia-Backed Volta Infra Positive Sentiment: Reports describing a roughly 12-to-1 demand-to-supply imbalance, scarce chips and strong chip resale values reinforced the view that NVIDIA retains pricing power amid the AI buildout. NVIDIA Facing 12-to-1 Demand to Supply Positive Sentiment: NVIDIA’s Open Secure AI Alliance has expanded to more than 120 companies and is developing shared security standards, potentially broadening NVIDIA’s influence across the AI software ecosystem. Nvidia’s Open Secure AI Alliance Shows Progress Neutral Sentiment: Export controls are creating a gray market in Southeast Asia, where buyers use proxy cloud access to obtain NVIDIA-based compute. This signals inelastic demand but also highlights continuing regulatory and geopolitical risks. The AI Chip Blockade Is Creating a Shadow Market Negative Sentiment: Investor Michael Burry reportedly increased put-option exposure to NVIDIA, Micron and semiconductor ETFs, renewing concerns that AI spending expectations and valuations may be vulnerable to a correction. Michael Burry’s Latest Bet Puts Nvidia’s AI Boom on Trial Negative Sentiment: Analysts continue to warn that custom chips, AI inference workloads and software capable of rewriting code could gradually weaken NVIDIA’s CUDA advantage and pressure future margins. Analysts Set New Price Targets Several analysts have weighed in on NVDA shares. BTIG Research started coverage on shares of NVIDIA in a research report on Wednesday, April 15th. They set a “buy” rating on the stock. BNP Paribas Exane lifted their price objective on shares of NVIDIA from $270.00 to $285.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Cantor Fitzgerald reissued an “overweight” rating and set a $350.00 price objective on shares of NVIDIA in a report on Thursday, May 21st. New Street Research cut their target price on NVIDIA from $343.00 to $340.00 in a research report on Thursday, May 21st. Finally, CICC Research upped their target price on NVIDIA from $240.60 to $268.30 and gave the company an “outperform” rating in a research report on Friday, May 22nd. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $304.26.
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NVIDIA Profile (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
Featured Articles Five stocks we like better than NVIDIA System Upgrade: First Internet Bancorp Options Surge AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push The AI Chip Blockade Is Creating a Shadow Market Grab Holdings Stock Forms Bottom After Strong Beat-and-Raise Quarter
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Bowen Hanes & Co. Inc. reduced its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 18.4% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 609,815 shares of the computer hardware maker’s stock after selling 137,730 shares during the period. NVIDIA makes up 2.6% of Bowen Hanes & Co. Inc.’s portfolio, making the stock its 6th largest holding. Bowen Hanes & Co. Inc.’s holdings in NVIDIA were worth $106,352,000 as of its most recent SEC filing.
A number of other hedge funds have also bought and sold shares of NVDA. Spectrum Financial Alliance Ltd LLC increased its stake in NVIDIA by 3.8% in the 1st quarter. Spectrum Financial Alliance Ltd LLC now owns 1,395 shares of the computer hardware maker’s stock worth $243,000 after buying an additional 51 shares during the period. Presidio Capital Management LLC grew its holdings in NVIDIA by 0.4% during the 4th quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker’s stock worth $2,823,000 after acquiring an additional 53 shares in the last quarter. LMG Wealth Partners LLC raised its holdings in shares of NVIDIA by 0.7% in the 4th quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock valued at $1,427,000 after purchasing an additional 53 shares in the last quarter. Vision Financial Markets LLC lifted its position in shares of NVIDIA by 1.2% in the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock worth $866,000 after purchasing an additional 53 shares during the period. Finally, JGP Global Gestao de Recursos Ltda. boosted its stake in shares of NVIDIA by 2.3% during the fourth quarter. JGP Global Gestao de Recursos Ltda. now owns 2,402 shares of the computer hardware maker’s stock valued at $448,000 after purchasing an additional 55 shares in the last quarter. Institutional investors own 65.27% of the company’s stock.
NVIDIA Price Performance Shares of NASDAQ NVDA opened at $211.94 on Wednesday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The company has a market cap of $5.13 trillion, a PE ratio of 32.46, a P/E/G ratio of 0.40 and a beta of 2.23. The business has a 50-day simple moving average of $205.18 and a two-hundred day simple moving average of $196.55. NVIDIA Corporation has a fifty-two week low of $164.07 and a fifty-two week high of $236.54.
NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.76 by $0.11. The firm had revenue of $81.61 billion for the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The company’s revenue for the quarter was up 85.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.81 earnings per share. As a group, equities analysts expect that NVIDIA Corporation will post 8.79 EPS for the current fiscal year.
NVIDIA declared that its Board of Directors has initiated a stock repurchase program on Wednesday, May 20th that permits the company to repurchase $80.00 billion in shares. This repurchase authorization permits the computer hardware maker to repurchase up to 1.5% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.
NVIDIA Increases Dividend The business also recently declared a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Thursday, June 4th were issued a $0.25 dividend. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Thursday, June 4th. NVIDIA’s dividend payout ratio is 15.31%.
Insiders Place Their Bets In other news, Director John Dabiri sold 625 shares of NVIDIA stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total transaction of $133,750.00. Following the completion of the sale, the director directly owned 14,163 shares in the company, valued at approximately $3,030,882. The trade was a 4.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the sale, the director directly owned 5,207,271 shares in the company, valued at $1,094,412,146.07. This trade represents a 14.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 1,901,125 shares of company stock valued at $410,583,015. Insiders own 3.94% of the company’s stock.
Analysts Set New Price Targets A number of brokerages recently commented on NVDA. Citigroup assumed coverage on shares of NVIDIA in a research note on Wednesday, April 15th. They issued a “buy” rating for the company. Melius Research set a $400.00 price target on NVIDIA in a report on Thursday, May 21st. CICC Research boosted their price target on NVIDIA from $240.60 to $268.30 and gave the stock an “outperform” rating in a research report on Friday, May 22nd. Argus upped their price objective on NVIDIA from $220.00 to $270.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Finally, Wall Street Zen downgraded NVIDIA from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 4th. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, NVIDIA presently has a consensus rating of “Buy” and a consensus price target of $304.26.
View Our Latest Stock Report on NVIDIA
NVIDIA News Summary Here are the key news stories impacting NVIDIA this week:
Positive Sentiment: Elon Musk said SpaceX will build “exclusively” on NVIDIA’s Vera Rubin platform, providing a potentially significant high-profile customer commitment and strengthening confidence in demand for NVIDIA’s next-generation systems. Musk Praises Vera Rubin Platform on SpaceX Earnings Call, Nvidia Stock Climbs Positive Sentiment: Corvex secured a multi-year agreement for Blackwell GPU infrastructure, including liquid-cooled clusters, Quantum-2 InfiniBand and high-speed storage. The deployment adds another large-scale Blackwell installation without issuing new shares. Nvidia Stock Surges as Corvex Secures Multi-Year Blackwell GPU Deal Positive Sentiment: Anthropic reportedly signed a six-year, $10 billion computing agreement with NVIDIA-backed Volta Infra. The arrangement could support demand for Vera Rubin systems and validates the growth of AI cloud infrastructure. Anthropic Inks $10B Computing Deal With Nvidia-Backed Volta Infra Positive Sentiment: Reports describing a roughly 12-to-1 demand-to-supply imbalance, scarce chips and strong chip resale values reinforced the view that NVIDIA retains pricing power amid the AI buildout. NVIDIA Facing 12-to-1 Demand to Supply Positive Sentiment: NVIDIA’s Open Secure AI Alliance has expanded to more than 120 companies and is developing shared security standards, potentially broadening NVIDIA’s influence across the AI software ecosystem. Nvidia’s Open Secure AI Alliance Shows Progress Neutral Sentiment: Export controls are creating a gray market in Southeast Asia, where buyers use proxy cloud access to obtain NVIDIA-based compute. This signals inelastic demand but also highlights continuing regulatory and geopolitical risks. The AI Chip Blockade Is Creating a Shadow Market Negative Sentiment: Investor Michael Burry reportedly increased put-option exposure to NVIDIA, Micron and semiconductor ETFs, renewing concerns that AI spending expectations and valuations may be vulnerable to a correction. Michael Burry’s Latest Bet Puts Nvidia’s AI Boom on Trial Negative Sentiment: Analysts continue to warn that custom chips, AI inference workloads and software capable of rewriting code could gradually weaken NVIDIA’s CUDA advantage and pressure future margins. NVIDIA Company Profile (Free Report)
NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.
The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.
Recommended Stories Five stocks we like better than NVIDIA System Upgrade: First Internet Bancorp Options Surge AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push The AI Chip Blockade Is Creating a Shadow Market Grab Holdings Stock Forms Bottom After Strong Beat-and-Raise Quarter
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« PREVIOUS HEADLINENVIDIA Corporation $NVDA is Alcosta Capital Management Inc.’s Largest Position
AMD klesá o 6 % navzdory rekordním tržbám za 2. čtvrtletí 2026 a lepšímu výhledu na 3. čtvrtletí. NVIDIA přidává 4 % poté, co ji SpaceX vybrala jako exkluzivního dodavatele AI čipů pro program Starmind orbital compute.
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are down 6% to $486.60 Wednesday morning despite a record Q2 2026 report after Tuesday’s close. Meanwhile, NVIDIA (NASDAQ:NVDA) stock is climbing 4% to $221.33 after SpaceX (NASDAQ:SPCX) named the chip giant its exclusive AI chip supplier for the new Starmind orbital compute program.
The split reaction is sorting the AI trade into clear winners and losers today. Intel (NASDAQ:INTC) stock is down 1% to $101.10 with no company-specific catalyst, Broadcom (NASDAQ:AVGO) shares are up 1% at $423.59, and the iShares Semiconductor ETF (NASDAQ:SOXX) is unchanged/flat at $540.91.
For context, SpaceX stock cratered 12% this morning after the company’s first public earnings report.
A Record Quarter That Wasn’t Enough AMD reported Q2 2026 revenue of $11.5 billion, up 50% year over year (YoY), with non-GAAP EPS of $1.66 topping the roughly $1.61 consensus. The company’s data center revenue more than doubled YoY to $6.7 billion and now represents 58% of total sales.
AMD CEO Lisa Su declared, “We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year.” Her tone stayed upbeat despite the after-hours selloff.
Furthermore, AMD’s Q3 guidance came in at about $13 billion (plus or minus $300 million), above the roughly $12.5 billion consensus but below whisper numbers near $14 billion. The company’s capex jumped to $808 million from $282 million a year earlier, and management flagged a softer second-half PC market.
AMD stock was already priced for perfection heading into the earnings print. Shares have more than doubled this year and trade at a rich 152.98x trailing P/E ratio, so a solid beat that wasn’t a blowout disappointed the bulls.
NVIDIA Gets the SpaceX Nod SpaceX founder Elon Musk called NVIDIA’s Vera Rubin the best architecture available and committed SpaceX to NVIDIA chips exclusively for its Starmind orbital compute program. That announcement is a competitive snub for AMD, which had been positioning its Instinct MI450 family as a hyperscaler alternative.
NVIDIA stock trades at a comparatively reasonable 33.86x trailing P/E ratio versus AMD’s 152.98x. The read-through from SpaceX’s massive AI compute spending reinforces the hyperscaler GPU demand narrative that has powered NVIDIA shares this year.
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The Sector Reaction Is Contained Intel stock only declining 1% with no company-specific catalyst today signals that AMD’s selloff isn’t spreading to the broader chip group. Broadcom shares are up 1% and trade at a 66.3x trailing P/E ratio, while the SOXX ETF is unchanged today and trades at a 38.04x P/E ratio.
The SOXX fund holds AMD, NVIDIA, Intel, and Broadcom in a single basket, and the ETF’s unchanged share price suggests that AMD’s issues aren’t sparking a sector-wide selloff. The fund isn’t leveraged, though investors should keep their exposure sized to reflect SOXX’s heavy concentration in the same handful of AI-exposed names.
Intel has no trailing P/E ratio because it isn’t profitable on a trailing 12-month basis, though the company’s AI inferencing pivot has helped Intel shares rally sharply this year. Broadcom’s custom AI accelerator momentum, meanwhile, keeps it a live competitor to both NVIDIA and AMD.
Analysts Stay Bullish as the Bar Stays High Even with today’s drop, sell-side analysts stuck with AMD stock. Wells Fargo raised its AMD price target to $700 from $615 (Overweight), Jefferies to $650 from $640 (Buy), and JPMorgan to $550 from $385 (Neutral). Citi kept AMD as a top Buy pick and KeyBanc stayed Overweight.
TD Cowen and Bernstein both flagged the very high bar heading into the report, which helps explain why a strong quarter still triggered profit-taking. The bull case for AMD stays intact, with the company guiding data-center revenue to more than double in 2027, AI GPUs growing well over 100%, and revenue growth above its 35%-plus target.
Investors can watch for whether AMD stock holds $492 into the close, and whether NVIDIA stock can extend its move as SpaceX’s AI capex figures filter through the sell side. Momentum traders may keep both names active through the afternoon.
The SOXX ETF can serve as a real-time gauge of how much of today’s story is company-specific versus a broader repricing of the AI hardware trade. Stay tuned for any late-day reversal in AMD, along with any sudden changes in Intel and Broadcom shares.
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NVIDIA oznámila tržby ve výši 81,615 miliardy USD, meziročně o 85,23 % více, a uvedla, že systémy B200 jsou vyprodané. CEO Jensen Huang řekl, že rozšiřování AI továren zrychluje mimořádným tempem.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just posted the loudest quarter of the AI cycle. Revenue of $81.615 billion, up 85.23% year over year, and CEO Jensen Huang telling shareholders that “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.”
Yet shares sit at $211.94, roughly 28% below the $236.26 52-week high. B200 systems are sold out. Can NVIDIA hit $300 by 2027?
What Is Holding NVIDIA Back Right Now The stock is flat over the past month, down 0.3% from mid-July, and up about 13% year to date. That price action lags what an 85% revenue growth story usually delivers.
Two headwinds: China, where management assumed no Data Center compute revenue from China in the Q2 guide with no H20 shipments in Q1 versus $4.6 billion a year ago. Second, sentiment cooled. The composite score fell 17.65 points in the last seven days to 47.51. With a beta of 2.215, NVIDIA amplifies every macro wobble. The fundamentals are strong. The market is digesting.
Wall Street Sees 43% Upside. Our Model Says 22%. Consensus target is $302.83, with 10 Strong Buy, 48 Buy, 2 Hold, and 1 Sell rating. Bullish sentiment sits at 95%. Our model is more measured. Base case of $259.34 implies 22.36% upside at 0.9 confidence, with an optimistic case of $269.94 and conservative $225.78.
Our earnings growth contribution of +0.03 anchors on 2.145 YoY EPS growth that could stay elevated longer than the model assumes, because inference demand is running hotter than any prior cycle. Analysts anchoring to visible orders may still be too conservative.
The Path to $300 Per Share Reaching $300 from today’s price of $211.94 would require a gain of 41.5%. With forward EPS of $8.26, a price of $300 implies a forward P/E of 36x. Our base case of $259.34 already implies 36x, meaning the bold target requires the same multiple applied to higher EPS delivery.
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That path is credible. Q2 guidance points to $91 billion in revenue with $119 billion in supply-related commitments locked in.
Catalysts include SpaceX committing to NVIDIA’s Vera Rubin NVL72 rackscale system both on Earth and in space, hyperscaler capex rising toward $1.2 trillion, and Huang describing an addressable opportunity of $3 to $4 trillion in AI infrastructure spend by the end of the decade. The primary risk is a China escalation that permanently strands the Data Center compute opportunity there.
Where NVIDIA Trades Today vs Its Earnings Power At $211.94 against forward EPS of $8.26, the stock trades near 26x forward earnings. That is cheap for a business compounding revenue at 85% and net income at 210.63% year over year. Shares sit between a 52-week low of $163.85 and high of $236.26.
The ecosystem tape confirms it. AMD (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Marvell (NASDAQ:MRVL), and Micron (NASDAQ:MU) are rallying alongside NVIDIA as inference demand pulls the entire semiconductor and memory stack higher.
Is $300 Realistic? Here’s My Take A move to $300 requires a 41.5% gain and a forward P/E of 36x. That is an ambitious but achievable stretch.
Three things need to break right: Q2 delivery at or above the $91 billion guide, continued Blackwell and Vera Rubin ramp with no supply hiccup, and any thaw in China policy that reopens even a partial H20 lane. A broader risk-off in mega-cap tech that compresses multiples across the sector would derail it. Returns at this level shouldn’t be expected every year, but we’ve outlined the blueprint for how NVIDIA could reach $300 in 2027.
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BDF Gestion decreased its position in shares of Visa Inc. (NYSE:V – Free Report) by 10.1% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 32,123 shares of the credit-card processor’s stock after selling 3,612 shares during the quarter. Visa makes up 1.4% of BDF Gestion’s investment portfolio, making the stock its 13th largest position. BDF Gestion’s holdings in Visa were worth $11,021,000 at the end of the most recent quarter.
Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in Visa by 50.1% during the fourth quarter. Brighton Jones LLC now owns 20,635 shares of the credit-card processor’s stock valued at $6,522,000 after purchasing an additional 6,883 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Visa by 68.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 11,811 shares of the credit-card processor’s stock worth $3,733,000 after buying an additional 4,817 shares in the last quarter. Nicholas Hoffman & Company LLC. boosted its stake in Visa by 4.6% in the first quarter. Nicholas Hoffman & Company LLC. now owns 10,941 shares of the credit-card processor’s stock worth $3,834,000 after buying an additional 477 shares in the last quarter. Matrix Asset Advisors Inc. NY grew its position in Visa by 16.9% during the second quarter. Matrix Asset Advisors Inc. NY now owns 1,133 shares of the credit-card processor’s stock valued at $402,000 after acquiring an additional 164 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its position in Visa by 13.8% during the second quarter. Schnieders Capital Management LLC. now owns 18,367 shares of the credit-card processor’s stock valued at $6,521,000 after acquiring an additional 2,230 shares during the last quarter. Institutional investors own 82.15% of the company’s stock.
Insider Transactions at Visa In related news, CFO Chris Suh sold 10,639 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $324.81, for a total value of $3,455,653.59. Following the sale, the chief financial officer owned 9,872 shares in the company, valued at $3,206,524.32. This represents a 51.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, General Counsel Julie B. Rottenberg sold 2,027 shares of Visa stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $360.00, for a total value of $729,720.00. Following the transaction, the general counsel owned 18,404 shares of the company’s stock, valued at $6,625,440. The trade was a 9.92% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 101,398 shares of company stock worth $35,831,433. 0.12% of the stock is owned by company insiders.
Key Headlines Impacting Visa Here are the key news stories impacting Visa this week:
Positive Sentiment: BioCatch acquisition strengthens Visa’s cybersecurity strategy. Visa will acquire the behavioral-intelligence provider to detect account takeovers, scams, money-mule activity and application fraud before transactions reach the payment network. BioCatch analyzes keystrokes, touchscreen behavior, device handling and other signals, potentially improving fraud detection and reducing false declines for banks and merchants. The deal also supports Visa’s faster-growing Value-Added Services business and could create recurring, network-agnostic software revenue. Visa to buy cybersecurity firm BioCatch for $2.4 billion amid surge in AI-powered scams Positive Sentiment: Stablecoin usage is expanding across Visa’s network. Western Union and Rain launched a stablecoin-based product that allows users to hold dollar value and spend it at Visa merchants and ATMs. Broader adoption could increase payment volume and reinforce Visa’s role as an important bridge between digital assets, consumers and traditional commerce. Western Union and Rain Take Stablecoins Mainstream Across Visa Network Positive Sentiment: Visa data highlighted strong event-driven spending. Card-present spending in Toronto and Vancouver rose as much as 24.6% and 12.7%, respectively, during FIFA World Cup 2026 matchdays versus the comparable 2025 period. While temporary, the results demonstrate Visa’s ability to facilitate international tourism and concentrated commerce during major events. Visa data shows FIFA World Cup 2026 drove spending lift in Canada’s host cities Neutral Sentiment: Visa also announced sponsorship and partnership initiatives, including official payment-partner status for Maroon 5’s 2027 Asia tour and expanded commercial-credit capabilities through partners Thredd and Pliant. These announcements support brand visibility and payments adoption but are unlikely to materially affect near-term earnings. Negative Sentiment: The BioCatch transaction requires a substantial $2.4 billion cash outlay, and its financial benefit depends on successful integration and cross-selling. Investors may also weigh recent insider selling, with several Visa executives selling shares and no reported purchases over the past six months, although such activity can reflect scheduled compensation or portfolio decisions. Visa Stock Performance Shares of Visa stock opened at $369.60 on Wednesday. The stock’s fifty day moving average price is $342.69 and its 200-day moving average price is $326.21. Visa Inc. has a 12 month low of $293.89 and a 12 month high of $373.97. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 0.60. The firm has a market cap of $662.97 billion, a P/E ratio of 31.43, a P/E/G ratio of 1.97 and a beta of 0.74.
Visa (NYSE:V – Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The credit-card processor reported $3.32 EPS for the quarter, beating the consensus estimate of $3.23 by $0.09. Visa had a net margin of 50.78% and a return on equity of 67.68%. The business had revenue of $11.63 billion during the quarter, compared to analyst estimates of $11.40 billion. During the same period in the prior year, the firm posted $2.98 earnings per share. The company’s quarterly revenue was up 14.4% on a year-over-year basis. On average, equities research analysts expect that Visa Inc. will post 13.13 earnings per share for the current fiscal year.
Visa announced that its board has initiated a stock buyback program on Tuesday, April 28th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the credit-card processor to repurchase up to 3.6% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s management believes its stock is undervalued.
Visa Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Tuesday, August 11th will be paid a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Tuesday, August 11th. Visa’s payout ratio is presently 22.79%.
Wall Street Analyst Weigh In A number of equities research analysts have recently weighed in on the stock. BNP Paribas Exane upgraded shares of Visa to a “strong-buy” rating in a report on Tuesday, July 21st. Wolfe Research reaffirmed an “outperform” rating and issued a $435.00 target price (up from $430.00) on shares of Visa in a research report on Wednesday, July 29th. Weiss Ratings raised Visa from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, July 30th. Barclays initiated coverage on shares of Visa in a research report on Tuesday, July 7th. They issued an “overweight” rating and a $420.00 target price for the company. Finally, Raymond James Financial reissued an “outperform” rating and issued a $406.00 target price on shares of Visa in a report on Wednesday, July 29th. Seven investment analysts have rated the stock with a Strong Buy rating and twenty-four have issued a Buy rating to the company’s stock. According to data from MarketBeat, Visa currently has a consensus rating of “Buy” and an average price target of $413.12.
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Visa Profile (Free Report)
Visa Inc is a global payments technology company that facilitates electronic funds transfers and digital commerce by connecting consumers, merchants, financial institutions and governments. The firm operates one of the world’s largest payment networks, providing processing, authorization, clearing and settlement services for credit, debit and prepaid card transactions. Visa’s network-based model enables partner banks and other issuers to offer branded payment products while Visa focuses on the infrastructure, standards and technologies that move money securely and efficiently around the world.
Visa’s product and service portfolio includes card-based payment products for consumers and businesses, real-time push-payment capabilities, tokenization and authentication services, fraud and risk-management tools, data analytics and APIs for fintech and merchant integration.
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