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The rocket launch company is set to join the tech-heavy index as investors gear up for SpaceX's blockbuster trading debut.

Rocket Lab RKLB and Virgin Galactic SPCE jumped Friday as space stocks rallied ahead of SpaceX's expected IPO, while Adobe ADBE slipped despite raising its full-year outlook.

Rocket Lab and Virgin Galactic rose about 6% each, with Firefly Aerospace, Momentus, Redwire and other commercial space names also moving higher. The trade reflected growing expectations that a SpaceX debut could pull more investor attention into the space sector and lift sentiment around publicly traded peers.

Adobe fell 6% even after posting adjusted EPS of $5.96 on revenue of $6.62 billion, both above expectations. Annualized recurring revenue reached $27.1 billion, and the company lifted its FY2026 outlook to revenue of $26.5 billion to $26.6 billion and adjusted EPS of $24.35 to $24.45. Still, investors appeared to want stronger evidence that AI is translating into faster growth.

Issued on behalf of Starfighters Space, Inc.

The sector's defining company is trading on the open market for the first time. A frontier that was private for a generation is now, finally, everyone's to own.

Baystreet.ca News Commentary

, /PRNewswire/ -- Some market days are remembered less for what a stock did than for what they signified. As reported, today is one of them: SpaceX is set to begin trading publicly on NASDAQ under the ticker SPCX, ending a long era in which the most consequential company in the modern space age remained beyond the reach of public investors. Whatever the first day's price action, the deeper event is structural — the orbital economy now has a flagship listed on a public exchange, and an entire sector steps into a new phase of its life as an investable asset class.

The debut caps a remarkable stretch for the sector's relationship with public markets. Just this month, the broad-market Russell 3000® Index confirmed its 2026 reconstitution would add commercial-space names — including Starfighters Space, Inc. (NYSE: FJET), effective June 29, 2026 — formally wiring smaller space companies into the benchmarks that trillions of dollars track. The giant lists; the ecosystem indexes. Both happening within days of each other is not coincidence so much as confirmation: capital has decided the space economy belongs in public portfolios.

What a Public SpaceX Changes

The arrival of SpaceX on a public exchange does three things at once. It hands investors a direct, liquid way to own the orbital economy's marquee name — something only a privileged few could do through private rounds before now. It establishes a continuously updated, market-cleared valuation for the sector's anchor, replacing the guesswork of private marks. And it concentrates enormous attention on space as a category, drawing in institutional and retail capital that inevitably looks beyond the single largest name to the rest of the field. Reporting has framed the listing in historic terms — a multi-trillion-dollar valuation and a raise that at the high end would rank among the largest ever — though, like any debut, the figures are as reported and the first-day market will set its own tone.

It is worth noting the sector's debut-week mood has been two-sided. Alongside the excitement, some analysts have openly debated whether a dominant, vertically integrated launch leader could pressure rivals that depend on it, and space stocks have seen sharp swings as investors weigh that question. That is healthy: a maturing sector argues with itself. But the underlying trajectory — more capital, more public vehicles, more institutional ownership — has only accelerated.

The Field Around the Flagship

With the giant now public, attention turns to the listed companies that let investors participate in the same growth story across different layers of the orbital economy. Each offers a distinct angle on where the sector is heading.

Rocket Lab Corporation (NASDAQ: RKLB) stands out as the public market's most direct analogue to the integrated launch-and-space-systems model, having reached record highs around the mid-$140s in 2026 while expanding through a spacecraft-robotics acquisition and openly discussing Mars-mission capability. On a day when the sector's giant goes public, Rocket Lab is the name many investors treat as the most investable proxy for the same end-to-end ambition.

Intuitive Machines, Inc. (NASDAQ: LUNR) carries the lunar thesis, developing landers and services for the global return to the Moon. It anchors the part of the investable sector focused on cislunar space and government Moon programs — a reminder that the public space market now stretches from low-Earth orbit all the way to the lunar surface.

Redwire Corporation (NYSE: RDW) supplies the in-space infrastructure and manufacturing that missions and satellites rely on, embodying the 'picks-and-shovels' approach to the orbital build-out. Its strong 2026 run reflects steady investor appetite for the suppliers underpinning the whole ecosystem rather than any single launch headline.

Velo3D, Inc. (NASDAQ: VELO) rounds out the group from the supply-chain layer, supplying metal additive-manufacturing systems used to produce mission-critical parts for space, aviation, and defense programs. Its 2026 turn toward faster revenue growth and improving margins shows that the attention flooding the sector on a day like this reaches the specialized manufacturers behind the hardware, not just the launch and satellite headline names. These names are referenced to illustrate the breadth of the sector and do not imply any partnership, endorsement, affiliation, or comparable financial performance; they differ widely in size and stage.

Starfighters in the New Public Era

In a sector suddenly defined by a public giant, differentiation matters more than ever — and Starfighters Space offers a genuinely distinct one. The company operates what it bills as the world's only flight-ready MACH 2+ supersonic aircraft fleet from NASA's Kennedy Space Center, pursuing air-launch: releasing a vehicle from a fast, high-flying aircraft so the launch system inherits altitude and speed it would otherwise have to generate, with the runway responsiveness and reusability an aircraft platform implies. Freshly public and freshly indexed, it enters this new era as exactly the kind of niche, differentiated name that benefits when a flood of capital starts searching the sector for the next angle. CEO Tim Franta called the Russell inclusion a milestone reflecting growing awareness of that differentiated platform.

The honest caveats stand. Starfighters is early-stage and small-cap, its shares have been volatile, and a newly public sector giant raises the competitive and valuation bar for everyone. Index inclusion and sector enthusiasm expand the audience; they do not substitute for commercial execution, which remains the real test ahead. But the company now operates inside a sector that has, in a single month, crossed a threshold it spent a generation approaching.

What Public-Company Life Does to a Sector

A public listing is not just a financing event; it is a transparency event. Once the sector's flagship trades openly, it must report on a regular cadence, disclose its economics, and submit to the daily judgment of the market. That discipline radiates outward. Suppliers, partners, and competitors are all measured against a newly visible standard, and investors gain a continuously updated yardstick for the unit economics of launch, satellites, and space services. The fog that long surrounded space-company valuations begins to lift, and a category that traded on narrative starts trading on numbers.

That transition tends to reward the companies with genuine differentiation and credible paths to revenue, while pressuring those whose stories outran their fundamentals. It is, in the long run, a healthy sorting. For an investor, the arrival of a transparent, public anchor makes the entire sector easier to analyze — there is finally a reference business whose disclosures illuminate the costs, margins, and growth rates that smaller peers can be measured against. A sector with a public flagship is a sector that can be underwritten with far more confidence than one valued entirely behind closed doors.

The Longer Arc: A Decade of Orbital Build-Out

It helps to zoom out from a single trading day to the trajectory it marks. The forces pulling capital toward space are not a one-week phenomenon. Falling launch costs have turned once-prohibitive missions into routine operations. Satellite constellations are being deployed at a pace unimaginable a decade ago, for everything from broadband to Earth observation to direct-to-phone connectivity. Government programs are pushing back toward the Moon and beyond, and defense budgets increasingly treat space as a contested domain requiring sustained investment. Each of those currents creates demand for launch capacity, hardware, infrastructure, and services — the very things the public space sector now offers investors a way to own.

Against that backdrop, a flagship listing is less a finish line than a starting gun. It signals that the orbital economy has matured enough to support public-market scrutiny — and it invites the capital needed to fund the next decade of build-out. The companies positioned across the sector's layers, from launch to lunar to infrastructure to niche specialists, are the vehicles through which that decade of investment will flow. Today's debut is best understood not as the story's climax but as the moment the public market officially joined the journey.

A Frontier, Finally Public

For decades, the deepest irony of the space age was that the public could cheer the rockets but rarely own the companies launching them. That ends now. With the sector's flagship trading on a public exchange and the market's broadest index folding space names into trillions of tracked dollars, the orbital economy has completed its migration from private frontier to public marketplace. The launch everyone watched this week was financial as much as physical — and for investors, the sky is no longer the boundary; it is the opportunity set.

CONTINUED … Learn more about Starfighters Space, Inc. at: https://usanewsgroup.com/fjet-landing

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SOURCES:

Starfighters Space, Inc. — "Starfighters Space (NYSE: FJET) Added to Membership of Russell 3000® Index" (Business Wire, June 3, 2026; inclusion effective June 29; CEO Tim Franta quote): https://finance.yahoo.com/markets/stocks/articles/starfighters-space-nyse-fjet-added-100000658.html  FTSE Russell / Investing.com — 2026 Russell reconstitution detail ($12.2T benchmarked; Russell 3000 up 29% to $75.6T; rank day April 30):
https://www.investing.com/news/company-news/starfighters-space-added-to-russell-3000-index-effective-june-29-93CH-4723661 TheTechMarketer / Reuters — SpaceX IPO (NASDAQ listing as SPCX; reported debut June 12; raise up to ~$75B at a multi-trillion valuation; reported 2025 net loss; figures as reported, subject to final pricing): https://thetechmarketer.com/spacex-ipo-2026-spcx-nasdaq-valuation-starlink/  Bloomberg — SpaceX record-IPO context (largest-ever listing potential; Starlink-driven revenue; crossover investor dynamics):
https://www.bloomberg.com/graphics/2026-spacex-ipo-stock-market-nasdaq-listings/  Stocktwits — space-sector trading and sentiment on SpaceX debut day (RKLB, LUNR, RDW, VELO and peers; sector volatility):
https://stocktwits.com/news-articles/markets/equity/asts-rklb-lunr-rdw-stocks-slide-overnight-analyst-questions-whether-rivals-can-compete-if-space-x-controls-access-to-orbit/cZ0HU7hRe6D  Finance/Yahoo & CNBC — Rocket Lab (RKLB) record highs, Motiv robotics acquisition, Mars ambitions; broader space-stock highs into the SpaceX listing: https://finance.yahoo.com/markets/stocks/articles/rklb-rdw-sidu-pl-why-052126446.html  DISCLAIMER:

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While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our publication is not trustworthy unless verified by their own independent research. Comparisons to other companies referenced in this publication are for contextual and illustrative purposes only and do not imply any partnership, endorsement, affiliation, or comparable financial performance. References to third-party companies, indexes, and the SpaceX initial public offering are for context only; MIQL has no relationship with and is not compensated by any of those parties. Forward-looking statements regarding index inclusion, the SpaceX offering, market growth, and company plans are subject to risks and uncertainties, and actual results may differ materially. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.

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Shares of Virgin Galactic (NYSE:SPCE) are down 24% in early Friday trading, while Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) stock is down 8% and AST SpaceMobile (NASDAQ:ASTS) stock is trading 10% lower. These price moves arrive on the same morning that privately held SpaceX is making its long-awaited trading debut.

The selloff is jarring given the surrounding hype. Virgin Galactic stock entered the session up 79% year to date at $5.73, and Rocket Lab stock was sitting on a 65% year-to-date gain heading into Friday. Meanwhile, AST SpaceMobile shares are up 21% in 2026 so far.

That makes today’s action a sharp reversal rather than a trend continuation. Traders are clearly rotating out of the publicly listed space names just as the sector’s marquee private name lists for the first time.

SpaceX Debut Triggers a Sector Rotation The catalyst is the SpaceX trading debut happening today. According to its filing, SpaceX grew its Launch Services revenue by $620 million in 2024 as total Falcon launches rose from 96 in 2023 to 134 in 2024, with Starlink deployments climbing from 63 launches in 2023 to 89 in 2024.

That cadence advantage is what’s pressuring the listed peers. SpaceX argues that it has a “significant competitive advantage” in launch services rooted in reliability and reusability, and public-market capital looks to be repricing the sector around that benchmark.

On Virgin Galactic, retail traders are openly debating whether the stock can serve as a “sympathy play” for the SpaceX listing, with notable ticker confusion in the mix. A WallStreetBets post titled “The thesis is still not dead” drew 125 upvotes and 58 comments, capturing the split between short-squeeze hopefuls and pump-and-dump skeptics.

Rocket Lab is a different story. The stock has been buoyed by inclusion in the NASDAQ 100 index and IPO anticipation, but holders now have to weigh whether RKLB shares will attract sector inflows or face a sell-the-news rotation into the new listing.

Different Risk Profiles The fundamental gap between these names is wide. Virgin Galactic is a pre-revenue tourism story with a market cap near $588 million, Q1 2026 revenue of just $227,000 (down 51% year over year), and Q2 2026 free cash flow guidance of negative $87 million to negative $92 million.

Rocket Lab, by contrast, posted record Q1 2026 revenue of $200.35 million, up roughly 64% year over year. Its backlog stands at $2.2 billion, and Q2 2026 revenue guidance is $225 million to $240 million.

Rocket Lab also has its Neutron rocket targeting a debut launch later in 2026 and a slot on the Department of War’s Space Based Interceptor program under Golden Dome with Raytheon. That’s a fundamentally different exposure profile than a tourism business still working toward its first commercial flight.

News-sentiment data on Rocket Lab remains constructive even with today’s drop. The composite reading is 61.9, classified as bullish with low confidence, leaning on a news component score of 61.9 across 50 articles.

Another Space Contender Gets Hit The space-stock turbulence isn’t limited to Virgin Galactic and Rocket Lab. AST SpaceMobile stock is down 10% today to $88, pulling back sharply even as the broader narrative around the name remains one of aggressive speculation. Many in the retail community view AST SpaceMobile as the primary pure-play satellite competitor in the direct-to-device broadband space, and evidently some traders have been front-running the SpaceX IPO to the detriment of ASTS stock.

That enthusiasm cuts both ways. Investors have been accumulating shares ahead of two looming catalysts: the high-profile SpaceX debut and AST SpaceMobile’s own critical satellite launch scheduled for next week.

The setup helps explain the stock’s outsized volatility, with today’s 10% drop looking less like a verdict on the company’s fundamentals and more like the kind of violent swing that comes when a heavily hyped name gets caught between profit-taking and a crowded base of speculative buyers. Whether next week’s launch validates the run-up or triggers a “sell the news” reversal is exactly the debate dividing the community right now.

What to Watch Next The first real signal can come from how SpaceX itself trades into the afternoon. A clean debut may pull capital out of the listed proxies, while a shaky open could send momentum traders right back to Rocket Lab, Virgin Galactic, and AST SpaceMobile shares as alternative space exposure.

Investors holding either name should size their positions for volatility. Virgin Galactic, at a $4.38 share price with looming dilution and heavy near-term cash burn, carries materially more downside risk than Rocket Lab, where the business is scaling into a real revenue ramp.

The cleaner takeaway: today’s action is a sentiment trade driven by positioning. Watch for whether RKLB stock stabilizes near $105 once the SpaceX share price settles, whether SPCE stock retraces any of its 24% drop into the close, and whether ASTS stock can hold the $87 area today.

Image: Shutterstock

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Ahead of this final trading day of the week — which has climbed past Friday’s highs after a tumultuous past few sessions — pre-market futures are up again, following a boffo Thursday that saw major indexes rise between +1.75% (S&P 500) and north of +2.5% (Nasdaq). Currently, the Dow is up +300 additional points, the S&P 500 +30, the Nasdaq +70 and the small-cap Russell 2000 is +13 points higher.

SpaceX to Make History on Its IPO TodayElon Musk’s SpaceX (SPCX) will not be the first publicly-traded space rocket company — there are Rocket Lab (RKLB - Free Report) , EchoStar (SATS - Free Report) , AST Spacemobile (ASTS - Free Report) and Virgin Galactic (SPCE - Free Report) , just to name a few — but it will be the biggest. Currently valued between 1.75-2.00 trillion in market capitalization, today’s IPO is underwritten by Goldman Sachs (GS - Free Report) and is expected to raise $75 billion.

The finances get a bit gnarly fairly quickly when we look into this IPO: while more than 555 million shares will be on offer, there is a known lockup period out in mid-August and some two dozen levered ETFs related to SpaceX going public, again just to name a couple examples. This doesn’t even begin to address Musk’s expressed interest for SpaceX to acquire Tesla (TSLA - Free Report) , the CEO’s other trillion-dollar corporation.

Without getting too deep into the smoke on the launchpad, suffice it to say this IPO is not guaranteed to blast off and take retail markets with it. Those early investors in the company — SpaceX was founded way back in 2002 — will clearly do great today; they’ve literally had this moment circled on their calendars for years.

Why SpaceX is a long-term winner is crystal clear: with database installation outside the Earth’s atmosphere, and perhaps energy stations and other huge enterprises as well, SpaceX’s utility is vast and forward looking. Its Starlink satellite systems (more than 10K and growing) has already manifest itself as a key cog in global communications. So while the near-term hype may not be worth the navigation to get a piece of this IPO, ultimately SpaceX looks to be nothing short of a staple of the American economy.

What to Expect from the Market Today, Next WeekFollow along with Zacks Strategists Tracey Ryniec and Dave Bartosiak starting at 10am for analysis, insight and documentation of the first trades for SPCX.

Meanwhile, after today’s open, the latest Consumer Sentiment survey from the University of Michigan is expected to improve slightly off May’s all-time low 44.8, but only up to a still-paltry 46.0. A full 57% of respondents last month cited a high cost of living — sparked by high gasoline prices that resulted after the war on Iran led to the closure of the Strait of Hormuz. Politically speaking, Republicans and Independents joined Democrats at these low sentiment levels.

Finally, as last week was Jobs Week and this week addressed Inflation, next week brings us key data on the Housing market. Housing Starts & Building Permits, Home Builder Confidence, and Pending Home Sales will give us a clearer picture of this space, which looks to be rebounding off multi-year lows in recent months.

Zacks' 7 Best Strong Buy Stocks (New Research Report) Valued at $99, click below to receive our just-released report predicting the 7 stocks that will soar highest in the coming month.

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Published in aerospace artificial-intelligence

Key Takeaways Motorola posted 7% revenue growth as software, video security and MCN demand stayed strong.MSI ended Q1 with a record $15.7B backlog, boosted by record first-quarter orders.MSI expects Q2 revenue growth of about 8.5% and 2026 revenues near $12.8B. Motorola Solutions, Inc. (MSI - Free Report) reported relatively healthy first-quarter 2026 results, with both top and bottom lines beating the Zacks Consensus Estimate.

The company reported a 7% year-over-year increase in revenues, driven by strong demand for its software, video security and mission-critical network (MCN) solutions. Record orders and a strong backlog position reflect healthy demand across public safety and security markets.

Net IncomeOn a GAAP basis, the company reported a net income of $366 million or $2.18 per share compared with $430 million or $2.53 per share in the prior-year quarter. The year-over-year decrease in GAAP earnings was primarily due to higher costs and operating expenses.

Non-GAAP net income was $566 million or $3.37 per share compared with $540 million or $3.18 per share in the year-ago quarter. The bottom line surpassed the Zacks Consensus Estimate by 12 cents.

RevenuesNet sales in the quarter rose to $2.71 billion from $2.53 billion in the year-ago quarter, backed by solid growth in the Software and Services segment and strong orders across the portfolio. The top line beat the consensus estimate of $2.7 billion.

Net sales from North America totaled $1.86 billion, up from $1.85 billion in the year-ago quarter. International revenues increased to $857 million from the prior-year quarter’s tally of $676 million.

Segmental PerformanceNet sales from Products and Systems Integration increased to $1.56 billion from $1.55 billion. The segment’s backlog rose $255 million to $3.9 billion, primarily due to strong demand in Video and MCN.

Net sales from Software and Services were up 18% to $1.16 billion. The segment’s backlog increased $1.3 billion to $11.8 billion, led by strong demand across command center, MCN and video security services and favorable foreign currency impacts.

Other Quarterly DetailsNon-GAAP operating earnings were up to $781 million from $716 million, with respective margins 28.8% and 28.3%. The company ended the first quarter with a record backlog of $15.7 billion, up $1.6 billion year over year, driven by record orders.

Non-GAAP operating earnings for Products and Systems Integration decreased to $386 million from $434 million for a margin of 24.8%, down from 28.1%. Non-GAAP operating earnings for Software and Services were $395 million, up from $282 million, for a non-GAAP operating margin of 34.2%, up from 28.7%.

Cash Flow and LiquidityMotorola generated $451 million in cash from operating activities in the reported quarter compared with $510 million a year ago. Free cash flow in the first quarter was $389 million. The company repurchased $118 million worth of stock during the quarter. As of April 4, 2026, MSI had $886 million of cash and cash equivalents with $8.42 billion of long-term debt.

OutlookFor second-quarter 2026, Motorola expects non-GAAP earnings per share in the range of $3.82 to $3.88 on year-over-year revenue growth of approximately 8.5%. Non-GAAP tax rate is expected to be around 23%.

For 2026, Motorola currently expects non-GAAP earnings in the range of $16.87-$16.99 per share on revenues of approximately $12.8 billion compared with earlier expected figures.

Zacks RankMotorola currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Upcoming ReleasesKeysight Technologies, Inc. (KEYS - Free Report) is scheduled to release second-quarter fiscal 2026 earnings on May 19. The Zacks Consensus Estimate for earnings is pegged at $2.33 per share, suggesting growth of 37.06% from the year-ago reported figure.

Keysight has a long-term earnings growth expectation of 17.45%. The company delivered an average earnings surprise of 4.58% in the last four reported quarters.

Workday, Inc. (WDAY - Free Report) is set to release first-quarter fiscal 2027 earnings on May 21. The Zacks Consensus Estimate for earnings is pegged at $2.49 per share, implying growth of 11.7% from the year-ago reported figure.

Workday has a long-term earnings growth expectation of 20.16%. The company delivered an average earnings surprise of 8.53% in the last four reported quarters.

Analog Devices, Inc. (ADI - Free Report) is set to release second-quarter fiscal 2026 earnings on May 20. The Zacks Consensus Estimate for earnings is pegged at $2.88 per share, implying growth of 55.7% from the year-ago reported figure.

Analog Devices has a long-term earnings growth expectation of 21.89%. The company delivered an average earnings surprise of 6.11% in the last four reported quarters.

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CHICAGO--(BUSINESS WIRE)--Motorola Solutions (NYSE: MSI), a global leader in mission-critical safety and security solutions, today announced that Greg Brown, Chairman and CEO, will participate at the upcoming J.P. Morgan Global Technology, Media and Communications Conference on Wednesday, May 20, 2026 at 08:00 a.m. ET.

A live webcast and replay of the fireside chat will be featured on Motorola Solutions’ Investor Relations website at www.motorolasolutions.com/investor.

About Motorola Solutions | Solving for safer

Safety and security are at the heart of everything we do at Motorola Solutions. We build and connect technologies to help protect people, property and places. Our solutions foster the collaboration that’s critical for safer communities, safer schools, safer hospitals, safer businesses, and ultimately, safer nations. Learn more about our commitment to innovating for a safer future for us all at www.motorolasolutions.com.

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CHICAGO--(BUSINESS WIRE)--Motorola Solutions, Inc. (NYSE: MSI) today announced that its board of directors has approved a regular quarterly dividend of one dollar and twenty-one cents ($1.21) per share. The next quarterly dividend will be payable in cash on July 15, 2026, to shareholders of record at the close of business on June 17, 2026.

About Motorola Solutions | Solving for safer

Safety and security are at the heart of everything we do at Motorola Solutions. We build and connect technologies to help protect people, property and places. Our solutions foster the collaboration that’s critical for safer communities, safer schools, safer hospitals, safer businesses, and ultimately, safer nations. Learn more about our commitment to innovating for a safer future for us all at www.motorolasolutions.com.

More News From Motorola Solutions, Inc.

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On May 18, 2026, Motorola Solutions Inc MSI shares rose 4.3% to a current price of $410.27. Over the past 52 weeks, the stock has fluctuated between a high of $492.22 and a low of $359.36.

GF Value™ verdict: Current price is $410.27, which is 9.4% below the GF Value™ of $452.87.GF Score™: 95/100, indicating a strong overall performance based on various metrics.Most notable signal: Insiders sold $93.0 million in the last 3 months, with no buying activity reported. Is MSI Overvalued or Undervalued? The GF Value™ for Motorola Solutions Inc is estimated at $452.87, indicating that the current price of $410.27 is 9.4% undervalued. This margin of safety suggests an opportunity for potential upside, as the market may not have fully recognized the company's intrinsic value. The GF Valuation label classifies the stock as fairly valued, which implies that while it presents an attractive buying opportunity at the moment, investors should remain cautious due to the volatility seen in its recent price performance.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. The current undervaluation could indicate that the stock is priced attractively compared to its forecasted growth and profitability, but potential investors should be aware of the factors that could affect its future performance.

How Does MSI's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 33.1x 35.0x Forward P/E 24.3x N/A Motorola Solutions Inc's current P/E (TTM) of 33.1x is 5% below its 5-year median P/E of 35.0x, indicating that the stock is trading at a lower valuation compared to its historical averages. The forward P/E of 24.3x further suggests a more optimistic outlook for earnings. This P/E analysis aligns with the GF Value™ verdict, reinforcing the notion that the stock is undervalued based on its historical performance.

What Does MSI's GF Score™ Tell Us? Metric Rating GF Score™ 95 Financial Strength 5/10 Profitability 9/10 Growth 10/10 Valuation 10/10 Momentum 8/10 The GF Score™ of 95/100 reflects a strong overall performance for Motorola Solutions Inc, with particularly high scores in Growth (10/10) and Valuation (10/10). The company demonstrates solid profitability (9/10), indicating efficient management and effective cost controls. However, the Financial Strength score of 5/10 suggests that there may be some concerns regarding the company's balance sheet or liquidity position. Overall, the strong metrics in Growth and Valuation support the notion that MSI may present a compelling investment opportunity, despite some caution in Financial Strength.

What Are Insiders Doing with MSI Stock? In the past three months, insiders at Motorola Solutions Inc have sold $93.0 million worth of shares, with no reported buying activity. This selling pattern may raise some concerns regarding insider confidence in the company's future performance. While insider selling can occur for various reasons, it typically suggests that insiders may not anticipate significant near-term upside in the stock price. Investors should consider this insider activity as one of the factors in their analysis of the stock.

What This Means for Investors Based on the current analysis, Motorola Solutions Inc is assessed as undervalued with the GF Value™ indicating potential upside. However, investors should remain cautious regarding insider selling and financial strength metrics that may suggest underlying risks.

For the complete analysis, visit the Motorola Solutions Inc MSI stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is MSI's GF Score™?

MSI's GF Score™ is 95/100, indicating a strong overall performance based on various key metrics that are correlated with higher long-term returns.

Is MSI overvalued or undervalued?

MSI is currently regarded as undervalued, with a GF Value™ of $452.87 compared to the current price of $410.27.

What is MSI's P/E ratio?

MSI's P/E (TTM) ratio is 33.1x, which is 5% below its 5-year median P/E of 35.0x, indicating that the stock is trading at a lower valuation compared to its historical averages.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Motorola Solutions (NYSE: MSI) today announced the opening of its new AI and resilience software hub in Boston, Massachusetts. The hub serves as a key research and development site for applied AI and mission-critical, cloud-based solutions, powering the core platform that enables seamless emergency coordination and collaboration between private enterprises and first responders. Thousands of K-12 schools and higher education institutions rely on this platform to manage complex incidents with clarity and speed.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260521618405/en/

Motorola Solutions new AI and resilience software hub is designed to help accelerate the development of purposeful, mission-ready technologies. Photo credit: Motorola Solutions

“Our Boston hub represents a critical intersection where mission-critical AI meets real-world necessity,” said Mahesh Saptharishi, executive vice president and chief technology officer, Motorola Solutions. “We aren’t just building algorithms; we’re delivering actionable intelligence for those who manage society's most complex security challenges. Deepening our expertise in Boston allows us to more effectively bridge the gap between complex data streams and meaningful action to better protect critical enterprises and communities.”

Motorola Solutions has maintained a strong presence in the Commonwealth of Massachusetts, including the City of Boston, for decades, supporting public safety agencies and enterprises alike.

“Boston is a city defined by innovation, making it the ideal home for our new hub,” said Jehan Wickramasuriya, senior vice president, security & resilience software, Motorola Solutions. “The problems we're solving are some of the most challenging and rewarding in any field. If you want to deploy agentic systems that manage real-world emergencies at scale, Motorola Solutions is the place to be.”

The new hub will support roles across AI research, software engineering and product management. Innovators looking to help build the future of safety can view open listings at the company’s Careers page.

About Motorola Solutions | Solving for safer
Safety and security are at the heart of everything we do at Motorola Solutions. We build and connect technologies to help protect people, property and places. Our solutions foster the collaboration that's critical for safer communities, safer schools, safer hospitals, safer businesses and ultimately, safer nations. Learn more about our commitment to innovating for a safer future for us all at www.motorolasolutions.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260521618405/en/

Key Takeaways MSI posted record orders and a record $15.7 billion backlog, up 11% year over year.MSI acquired Exacom and Hyper to expand cloud-native recording and AI-powered public safety tools.MSI secured major P25 orders, including a $148 million U.S. Federal Government contract. Motorola Solutions, Inc. (MSI - Free Report) is benefiting from robust demand for its comprehensive safety and security offerings. During the first quarter, the company generated record orders. Its backlog reaches a record $15.7 billion, up 11% year over year. The strong backlog provides visibility into future revenue growth and highlights the growing spending from government and enterprise customers.

The company is strengthening its public safety platform through strategic acquisitions. During the first quarter, MSI acquired Exacom, an organization that provides cloud-native voice and multimedia recording solutions for mission-critical communications. The acquisition enables the integration of 911 audio, radio traffic and incident recordings into Motorola's broader public safety ecosystem. It has also acquired Hyper, which offers conversational and agentic AI technology designed to handle non-emergency calls.

 The company is placing strong emphasis on AI integration across its portfolio to gain a competitive edge. Its recent innovative launches in the Command Center portfolio, including AI Assist-powered applications for mission management and records management, are also gaining popularity.

Growing demand for its mission-critical communications systems remains a major growth driver for the company. During the first quarter of 2026, Motorola secured a $148 million P25 device and SVX body-worn assistant order from the U.S. Federal Government. It has also secured a $16 million P25 device order from a U.S. state and local customer.

Per a report from MarketsandMarkets, the public and safety security market is projected to witness a compound annual growth rate of 11.3% from 2025 to 2030. With comprehensive portfolio offerings, Motorola is well-positioned to gain from this market trend.

Other Players in the Public Safety DomainAxon Enterprise (AXON - Free Report) develops and manufactures weapons for selling to U.S. state and local governments, the U.S. federal government, international government customers and commercial enterprises. Focused on global public safety, Axon’s suite of products includes conducted energy devices, body-worn cameras, in-car cameras, cloud-hosted digital evidence management solutions, productivity software and real-time operations capabilities. Axon’s Connected Devices segment is thriving on the back of strong demand for TASER devices. Solid demand for virtual reality training services, TASER 10 handle and counter-drone equipment also supports the segment’s growth.

NICE Ltd. (NICE - Free Report) is one of the dominant players in the customer experience (CX) domain thanks to an AI-powered cloud platform that serves multiple domains, including customer engagement, financial crime and compliance, and public safety. NICE’s leadership in the Financial Crime and Compliance (FCC) market is noteworthy. By prioritizing the development of its X-Sight platform and expanding its cloud enterprise solutions to cater to high-end clientele, the company strengthens its market position. Leveraging the X-Sight and Xceed platforms, NICE delivers comprehensive AI-driven solutions for financial institutions to detect risks, combat fraud, and uphold regulatory compliance.

MSI’s Price Performance, Valuation & EstimatesMSI stock has declined 3.9% over the past year against the Wireless Equipment industry’s growth of 68.4%.

Image Source: Zacks Investment Research

Going by the forward price to earnings ratio, the company’s shares currently trade at 23.22 forward earnings, lower than the industry’s 36.34.

Image Source: Zacks Investment Research

Earnings estimates for MSI for 2026 and 2027 have moved upward in the past 60 days.
 

Image Source: Zacks Investment Research

MSI currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

On May 28, 2026, we delve into the DCF analysis for Motorola Solutions Inc MSI , a company that has seen a mixed price performance recently. Over the past week, the stock has increased by 3.2%, but it has decreased by 5.3% over the past month and is down 1.7% over the past year. Here are some key points from our analysis:

DCF Earnings-based intrinsic value is $346.04, compared to the current price of $408.71, indicating a margin of safety of -18.1%. DCF FCF-based intrinsic value is $268.14, suggesting a second opinion that the stock is modestly overvalued. GF Score™ is 95/100, indicating a high reliability of the DCF inputs based on various financial metrics. What Is MSI Worth? DCF Earnings-Based Model The DCF earnings-based model employs a two-stage approach to estimate the intrinsic value of Motorola Solutions Inc. The first stage accounts for high growth in earnings over the next ten years, while the second stage considers a more stable growth rate thereafter.

Parameter Value Current EPS (TTM, excl. non-recurring) $15.59 10-Year Growth Rate 14.9% 10-Year Treasury Rate 4.49% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% In the first stage, we project that EPS will grow at 14.9% per year for the next ten years, discounted at a rate of 11%. The calculated value for this growth stage is $189.44 per share. In the second stage, we assume a terminal growth rate of 4% for the following ten years, also discounted at 11%, yielding a terminal stage value of $156.60 per share. The summary of our calculations is as follows:

Stage Description Value Growth Stage (Years 1-10) EPS growing at 14.9%, discounted at 11% $189.44 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $156.60 Intrinsic Value Growth + Terminal $346.04 Comparing the current price of $408.71 to the intrinsic value of $346.04 indicates that the stock is fairly valued, with a margin of safety of -18.1%. It is important to note that GuruFocus uses EPS excluding non-recurring items, as research shows that stock prices correlate more closely with earnings than with free cash flow. For a detailed breakdown, you can visit the MSI DCF Calculator.

What Does the Free Cash Flow DCF Say? The free cash flow (FCF) based intrinsic value for Motorola Solutions Inc is calculated to be $268.14. When comparing this to the earnings-based intrinsic value of $346.04, we see a significant discrepancy. The FCF-based model suggests that the stock is modestly overvalued, with a margin of safety of -52.4%. This divergence between the two models highlights the importance of considering multiple valuation perspectives.

How Does GF Value™ Compare to the DCF Models? The GF Value™ for Motorola Solutions Inc is calculated at $453.93, providing a third perspective on the valuation of the stock. GF Value™ is GuruFocus' proprietary measure, derived from historical trading multiples, past business growth, and future performance estimates. When we analyze all three models—DCF earnings, DCF FCF, and GF Value™—we find that they present a mixed view on valuation, with the DCF models suggesting the stock is fairly valued to modestly overvalued, while GF Value™ indicates it is undervalued. For more information, visit the GF Value™ page.

What Does MSI's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have been found to generate higher long-term returns based on backtested data from 2006 to 2021. Here is a summary of MSI's GF Score™:

Metric Rating GF Score™ 95/100 Financial Strength 5/10 Profitability 9/10 Growth 10/10 Valuation 10/10 Momentum 8/10 With a predictability rating of 3/5 stars, this suggests that the DCF model is reasonably reliable for this stock. For further details, visit the MSI stock page.

Key Assumptions and Limitations It is important to note that DCF models are highly sensitive to assumptions regarding growth rates and discount rates. Stocks with low predictability ratings tend to produce less reliable DCF estimates. The terminal growth rate of 4% used in our analysis is a simplifying assumption that may not fully capture future market conditions.

What This Means for Investors In synthesizing the three valuation models (DCF earnings, DCF FCF, and GF Value™), we find that Motorola Solutions Inc is fairly valued according to the DCF earnings model, modestly overvalued based on the DCF FCF model, and undervalued according to GF Value™. This mixed assessment suggests that investors should proceed with caution. For the full DCF analysis, visit the MSI DCF Calculator. You can also explore the GF Value™ page, or use the GuruFocus Stock Screener to find undervalued predictable companies.

Frequently Asked Questions What is MSI's intrinsic value based on DCF?

According to our analysis, the earnings-based intrinsic value is $346.04, while the FCF-based intrinsic value is $268.14.

Is MSI overvalued or undervalued?

The consensus from the DCF models suggests that MSI is fairly valued to modestly overvalued, while the GF Value™ indicates it is undervalued.

How reliable is the DCF model for MSI?

The predictability rank of 3/5 indicates that the DCF model is reasonably reliable for this stock.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Motorloa two way radio walkie-talkies. REUTERS/Kevin Coombs Purchase Licensing Rights, opens new tab

CompaniesJune 1 (Reuters) - Motorola Solutions (MSI.N), opens new tab said on Monday it would buy Israeli startup D-Fend Solutions for $1.5 billion as governments and critical infrastructure ​operators worldwide rush to defend against the growing threat of rogue ‌drones.

Shares of the company were up more than 2%.

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Attacks on key infrastructure such as data centers in the U.S.-Israeli war on Iran and airport shutdowns across Europe have recently shown the ​need for systems that can intercept drones without jamming communications or causing ​damage.

The Safer Skies Act, a U.S. law, opens new tab passed last year that ⁠allows certified state and local police officers to actively hijack and safely ​land unauthorized drones, has also created a new market for drone-takeover tools such ​as D-Fend.

Founded in 2016, the privately held company makes technology that uses radio waves to take control of rogue drones mid-flight, rather than disrupting signals or shooting them down.

Its flagship ​product, EnforceAir, is deployed in over 30 countries including NATO members to ​protect military zones, airports and critical infrastructure. Its tech is also used by the U.S. ‌departments ⁠of Homeland Security, Defense and Justice.

"Rogue drones have transformed our skies into a landscape of unpredictable risk, where simple detection is no longer enough," Motorola Solutions CEO and Chairman Greg Brown said in a statement on Monday.

The deal builds ​on Motorola Solutions' $4.4 ​billion deal last ⁠year for Silvus, which provides secure communications and networking for drones, giving it both drone and anti-drone capabilities.

The company ​said the D-Fend deal is expected to close in the ​fourth quarter ⁠of 2026. D-Fend has posted annual revenue growth of more than 50% over the last three years, with full-year 2026 revenue expected to be $185 million, Motorola ⁠Solutions said.

The ​anti-drone market was valued at $2.47 billion in 2026, ​and is projected to reach $8.42 billion by 2031, according to research firm Mordor Intelligence.

Reporting by Aditya ​Soni and Anhata Rooprai in Bengaluru; Editing by Devika Syamnath and Sahal Muhammed

Our Standards: The Thomson Reuters Trust Principles., opens new tab

A shift is underway in domestic security. The game is moving from kinetic defense to non-kinetic, radio frequency cyber-takeovers to manage localized airspace.

For investors paying attention, this technological pivot is unlocking a massive and previously inaccessible municipal market. Motorola Solutions NYSE: MSI just placed itself at the epicenter of this transition, using a strategic acquisition to fortify its command-and-control ecosystem and create what appears to be an unbreachable public safety monopoly.

Get Motorola Solutions alerts:

From Drone Threat to Market DominanceMotorola Solutions Today

MSI

Motorola Solutions

$412.38 +2.03 (+0.49%)

As of 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$359.36▼

$492.22Dividend Yield1.17%

P/E Ratio33.23

Price Target$504.67

On June 1, 2026, Motorola Solutions announced its definitive agreement to acquire D-Fend Solutions, a leader in counter-drone technology, for $1.5 billion.

This wasn't just about buying another hardware provider; it was about acquiring the new operational standard for airspace security in civilian environments. D-Fend Solutions has demonstrated impressive traction on its own, with 50% annualized revenue growth over the past three years and a projected $185 million in revenue for the full 2026 fiscal year.

The core value of this deal lies in its non-kinetic approach. Traditional anti-drone systems rely on kinetic solutions such as projectiles or signal jamming, which are impractical in populated areas due to the risk of collateral damage.

D-Fend's RF cyber-takeover architecture allows operators to safely detect, identify, and then seize control of rogue drones, landing them in a designated safe zone. The ability to neutralize a threat without creating a secondary hazard is precisely what domestic law enforcement agencies require.

The aggressive $1.5 billion valuation, which provided early venture backers with enormous returns, validates the immense strategic value of proven counter-unmanned aerial systems assets in the current security landscape.

Why New Drone Laws Are a GoldmineThe catalyst for this entire market segment is legislative.

The passage of the Safer Skies Act, enacted as part of the fiscal year 2026 National Defense Authorization Act, fundamentally changed the total addressable market for companies like D-Fend Solutions. For the first time, this act grants trained and certified state and local law enforcement agencies the legal authority not only to detect and track but also to actively mitigate drone threats.

This federal green light effectively unlocks domestic municipal and policing budgets for spending on this new technology. Motorola Solutions is uniquely positioned to capitalize on this regulatory tailwind.

The company's infrastructure is already embedded in the command-and-control centers of nearly every major public safety agency in the country. This creates a frictionless path to upsell D-Fend's capabilities to a massive, existing client base, integrating a new high-margin software and service layer into long-standing hardware contracts. It's the ultimate razor-and-blade model, where Motorola Solutions already owns the handle and can now sell an endless supply of high-tech blades.

Locking It in: How Software Is Fueling a Profit-Making MachineMotorola Solutions' financial strength is rooted in its successful transition to a recurring revenue model. A look at the first-quarter 2026 earnings report reveals the strategy's success.

While the Products and Systems Integration segment saw modest growth of 1%, the Software and Services segment surged by an impressive 18%. More importantly, this software-driven growth is accompanied by exceptional profitability, with an operating margin of 34.2%.

Motorola Solutions, Inc. (MSI) Price Chart for Friday, June, 12, 2026

Motorola's stock price pullback was largely a technical reaction to a non-cash, $75 million contingent earnout charge related to a prior acquisition. That charge, however, reflects business overperformance rather than operational weakness, making the recent dip a potentially misleading indicator of Motorola Solutions' health.

The true strength is evident in Motorola's record-setting backlog, which grew 11% year over year to $15.7 billion—a massive figure that provides exceptional forward revenue visibility and insulates Motorola Solutions from broader macroeconomic headwinds, securing its financial trajectory for years to come.

This resilience is further complemented by a reliable dividend, with the upcoming $ 1.21-per-share quarterly payout reflecting an approximate 11% annualized growth rate over the last three years.

Why Wall Street Is All-In on This Monopoly PlayMotorola Solutions Stock Forecast Today12-Month Stock Price Forecast:
$504.67
22.30% Upside

Buy
Based on 12 Analyst Ratings

Current Price$412.64High Forecast$530.00Average Forecast$504.67Low Forecast$450.00Motorola Solutions Stock Forecast Details

Wall Street's conviction in this growth story appears solid.

Institutional ownership is exceptionally high, with funds controlling between 84% and 89% of outstanding shares.

Short interest is negligible, around 2% of the float, indicating very little bearish sentiment.

Analyst price targets reflect this optimism, with recent May 2026 revisions from firms like Piper Sandler, Barclays, and Truist Securities suggesting a significant premium over the current trading range.

While the outlook is strong, investors might consider potential technological risks.

The current RF-based system is highly effective against the vast majority of commercial drones but may face challenges from autonomous drones that operate on optical guidance without an active RF link. This presents an area for future research and development to ensure complete airspace dominance.

The acquisition of D-Fend Solutions appears to be a masterstroke, seamlessly integrating a critical, high-margin technology into an already dominant public safety ecosystem.

For investors with a long-term horizon, Motorola Solutions presents a compelling case. The locked-in customer base, a massive and growing backlog, and a clear legislative catalyst for a new market segment suggest Motorola Solutions is methodically building an unassailable monopoly in the future of domestic security. Those focused on durable growth may want to monitor how efficiently Motorola integrates this new technology into its service offerings throughout its existing government contracts.

Should You Invest $1,000 in Motorola Solutions Right Now?Before you consider Motorola Solutions, you'll want to hear this.

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Company begins retail pilots of converged safety solution to deter theft and de-escalate threats; Assist AI can query store policies and product details for greater efficiency

CHICAGO--(BUSINESS WIRE)--Motorola Solutions (NYSE: MSI) today unveiled SafetyCam, a wearable AI assistant designed to protect, connect and actively assist retail and other front-line enterprise teams. It converges enterprise-grade video security, two-way voice communications, a dedicated panic button and the company’s conversational Assist AI into a single, intuitive device that moves beyond passive recording to proactive threat detection and deterrence. The front-facing, active feedback display lets subjects see themselves being recorded, and a remote talk-down feature allows for off-site intervention in customer conflicts.

SafetyCam transforms first-person, floor-level data into connected intelligence for greater operational clarity across a store. It flows live video, voice transcripts and location data from on-duty associates into a seamless, real-time incident narrative, so remote supervisors and security teams can provide prompt situational support. It further helps local management verify compliance, protect assets and rapidly resolve operational claims.

"Retail workers and shoppers face increasing instances of intimidation and unpredictable behavior on the sales floor," said Dr. Read Hayes, executive director, Loss Prevention Research Council. "Our research consistently shows that visible safety technology makes a real difference. The best solutions don't just respond after something goes wrong; they discourage dangerous behavior before it starts, support employees when tensions rise and preserve a clear record when incidents do occur."

SafetyCam’s built-in voice assistant drives daily productivity by allowing associates to coordinate operations via 1:1 and group calls, query complex workplace policies, look up product details and bypass communication barriers via real-time translation in more than 50 languages.

"Retail threats have changed faster than the tools designed to mitigate them,” said Mahesh Saptharishi, executive vice president and chief technology officer, Motorola Solutions. “SafetyCam is purpose-built for the store floor, where a fragmented set of tools isn't an option. Converged video, critical communications and AI assistance work together, so retailers aren’t just recording incidents, they’re preventing them, and they aren’t just monitoring customer interactions, they’re improving them."

SafetyCam comes as retail crime and front-line violence reach critical levels, with the National Retail Federation finding that 73% of retailers report heightened aggression and violence from customers and 44% cite a lack of evidence as a key barrier to reporting theft to law enforcement.

"Retail organizations are looking to strengthen front-line worker safety, deter confrontation and improve incident visibility," said Paul Bremner, practice lead and principal analyst, Omdia. "They are increasingly looking to physical security technologies, not only as protective tools, but as enablers of operational efficiency. With technologies like AI assistants being integrated directly onto body cameras, Omdia sees that body worn video can help connect front-line events with faster, coordinated responses and provide stronger evidence capture."

SafetyCam will be on display June 8–10 at NRF Protect 2026 in Grapevine, Texas at booth #209.

About Motorola Solutions | Solving for safer

Safety and security are at the heart of everything we do at Motorola Solutions. We build and connect technologies to help protect people, property and places. Our solutions foster the collaboration that’s critical for safer communities, safer schools, safer hospitals, safer businesses, and ultimately, safer nations. Learn more about our commitment to innovating for a safer future for us all at www.motorolasolutions.com.

More News From Motorola Solutions

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For the quarter ended April 2026, Agilent Technologies (A - Free Report) reported revenue of $1.84 billion, up 10% over the same period last year. EPS came in at $1.49, compared to $1.31 in the year-ago quarter.

The reported revenue represents a surprise of +2.12% over the Zacks Consensus Estimate of $1.8 billion. With the consensus EPS estimate being $1.40, the EPS surprise was +6.21%.

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 Agilent performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Net Revenue- Applied Markets: $344 million versus $320.96 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.3% change.Net Revenue- Agilent Crosslab Group: $759 million versus $772.99 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6.5% change.Net Revenue- Life Sciences and Diagnostics Markets Segment: $732 million versus the four-analyst average estimate of $702.72 million. The reported number represents a year-over-year change of +11.9%.View all Key Company Metrics for Agilent here>>>

Shares of Agilent have returned +0.2% over the past month versus the Zacks S&P 500 composite's +5.1% 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.

Agilent Technologies, Inc. (A) Q2 2026 Earnings Call Transcript

U.S. stocks were higher, with the Nasdaq Composite gaining around 200 points on Thursday.

Shares of Agilent Technologies Inc (NYSE:A) rose sharply after the company reported better-than-expected Q2 financial results and raised its FY26 adjusted EPS guidance above estimates.

Agilent reported quarterly earnings of $1.49 per share which beat the analyst consensus estimate of $1.41. The company reported quarterly sales of $1.835 billion which beat the analyst consensus estimate of $1.799 billion.

Agilent shares jumped 17% to $135.92 on Thursday.

Here are some other big stocks recording gains in today’s session.

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Have you evaluated the performance of Agilent Technologies' (A - Free Report) international operations during the quarter that concluded in April 2026? Considering the extensive worldwide presence of this scientific instrument maker, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.

In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-being and growth path. Investors now place great importance on grasping the extent of a company's dependence on international markets, as it sheds light on the firm's earnings stability, its skill in leveraging various economic cycles and its broad growth potential.

Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.

While analyzing A's performance for the last quarter, we found some intriguing trends in revenues from its overseas segments that Wall Street analysts commonly model and monitor.

For the quarter, the company's total revenue amounted to $1.84 billion, experiencing an increase of 10% year over year. Next, we'll explore the breakdown of A's international revenue to understand the importance of its overseas business operations.

A Closer Look at A's Revenue Streams AbroadEurope accounted for 28.2% of the company's total revenue during the quarter, translating to $518 million. Revenues from this region represented a surprise of +8.58%, with Wall Street analysts collectively expecting $477.06 million. When compared to the preceding quarter and the same quarter in the previous year, Europe contributed $518 million (28.8%) and $442 million (26.5%) to the total revenue, respectively.

During the quarter, Asia Pacific contributed $553 million in revenue, making up 30.1% of the total revenue. When compared to the consensus estimate of $592.93 million, this meant a surprise of -6.73%. Looking back, Asia Pacific contributed $602 million, or 33.5%, in the previous quarter, and $548 million, or 32.9%, in the same quarter of the previous year.

Revenue Forecasts for the International MarketsFor the current fiscal quarter, it is anticipated by Wall Street analysts that Agilent will post revenues of $1.83 billion, which reflects an increase of 5.6% the same quarter in the previous year. The revenue contributions are expected to be 28.4% from Europe ($520.88 million), and 32.4% from Asia Pacific ($594.04 million).

For the full year, a total revenue of $7.39 billion is expected for the company, reflecting an increase of 6.4% from the year before. The revenues from Europe and Asia Pacific are expected to make up 27.7%, and 32.7% of this total, corresponding to $2.05 billion, and $2.42 billion, respectively.

Key TakeawaysThe dependency of Agilent on global markets for its revenues presents a mix of potential gains and hazards. Thus, monitoring the trends in its overseas revenues can be a key indicator for predicting the firm's future performance.

In an era of growing international interdependencies and escalating geopolitical disputes, Wall Street analysts are vigilant in tracking these trends for businesses with a global reach, in order to refine their predictions of earnings. It should be noted, however, that a multitude of other elements, such as a company's domestic position, also play a significant role in shaping the earnings forecasts.

We at Zacks strongly focus on the dynamic earnings forecast of companies, given that empirical studies have demonstrated its potent impact on the immediate price movement of stocks. Invariably, there's a positive relationship -- upward earnings predictions often result in an increase in stock prices.

Boasting a remarkable track record that's been externally verified, the Zacks Rank, our unique stock rating system, leverages changes in earnings projections to function as a reliable gauge for predicting short-term stock price movements.

Agilent, bearing a Zacks Rank #3 (Hold), is expected to mirror the broader market's movements in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Examining the Latest Trends in Agilent Technologies' Stock ValueOver the preceding four weeks, the stock's value has appreciated by 18.4%, against an upturn of 6.3% in the Zacks S&P 500 composite. In parallel, the Zacks Medical sector, which counts Agilent among its entities, has appreciated by 4.5%. Over the past three months, the company's shares have seen an increase of 17.8% versus the S&P 500's 10.5% increase. The sector overall has witnessed a decline of 7.8% over the same period.

SANTA CLARA, Calif.--(BUSINESS WIRE)--Agilent Technologies Inc. (NYSE: A) today announced a collaboration with OpenAI and Boston Consulting Group (BCG) to accelerate the deployment of artificial intelligence (AI) across the company’s products, operations, and customer workflows.

"Through this collaboration with OpenAI and BCG, we are accelerating deployment of AI across our business while advancing more intelligent instruments, software, and services," said Padraig McDonnell, president and CEO of Agilent.

Share “AI is a top priority, and this partnership reflects both our ambition and our execution commitment — to build the enduring capability, operating model, and capacity required to consistently deliver AI‑driven innovation value for our customers,” said Padraig McDonnell, president and CEO of Agilent. “Through this collaboration with OpenAI and BCG, we are accelerating deployment of AI across our business while advancing more intelligent instruments, software, and services. Our focus is simple: deliver faster, highest-quality insights to help our customers make better decisions.”

“By bringing advanced AI capabilities into Agilent’s innovation and operations, we’re enabling teams to unlock new insights, accelerate discovery, and build more intelligent, adaptive solutions,” said Ashley Kramer, VP of Enterprise at OpenAI. “We are focused on outcomes while building the capabilities Agilent needs to lead in an AI-enabled future.”

“Together, we will help Agilent turn AI into a competitive advantage — moving from pilots to scaled deployment and redefining how value is created across the enterprise,” said Matthew Kropp, a managing director and senior partner at BCG and Chief AI Officer at BCG X.

Agilent has prioritized initial use cases designed to materially enhance the customer experience and accelerate its new product pipeline, with plans to expand these efforts significantly over the next six to 12 months.

By combining Agilent’s scientific expertise and data assets with OpenAI’s advanced AI research and deployment capabilities and BCG’s experience in large-scale transformation, the collaboration will help to identify, build, and scale high-impact applied AI solutions across Agilent’s enterprise.

About Agilent Technologies

Agilent Technologies, Inc. (NYSE: A) is a global leader in analytical and clinical laboratory technologies, delivering insights and innovation that help our customers bring great science to life. Agilent’s full range of solutions includes instruments, software, services, and expertise that provide trusted answers to our customers' most challenging questions. The company generated revenue of $6.95 billion in fiscal year 2025 and employs approximately 18,000 people worldwide. Information about Agilent is available at www.agilent.com. To receive the latest Agilent news, subscribe to the Agilent Newsroom. Follow Agilent on LinkedIn and Facebook.

About OpenAI

OpenAI is an AI research and deployment company. Our mission is to ensure that artificial general intelligence benefits all of humanity.

About Boston Consulting Group

Boston Consulting Group bridges the gap between ambition and outcomes for the world's leading companies and organizations. We are built for this era of unprecedented change — bringing strategic clarity rooted in over 60 years of deep domain knowledge, combined with applied AI shaped by our practitioners. BCG works shoulder-to-shoulder with CEOs across industries and geographies to deliver transformative impact at scale: stronger returns, transferred capabilities, and change that sticks. For more information, visit bcg.com.

More News From Agilent Technologies Inc.

Alert: Claims Focus on Alleged Misrepresentations About Weakening Veterinarian Adoption and Prescription Trends That Cost ZTS Investors $23.91 Per Share Following the Final Disclosure

, /PRNewswire/ -- SueWallSt reminds purchasers of Zoetis Inc. (NYSE: ZTS) securities of a pending securities class action.

THE CASE: A class action seeks to recover damages for investors who purchased Zoetis securities between January 14, 2025 and May 6, 2026.

YOUR OPTIONS: You may be entitled to compensation without payment of any out-of-pocket fees. See if you can recover losses or contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.

Zoetis shares fell $23.91 per share on May 7, 2026, the fourth decline in a series of successive disclosures, after the Company admitted that veterinarian prescription trends, clinic patient volume, and pet owner price sensitivity had all deteriorated materially. Investors have until July 27, 2026 to seek lead plaintiff status.

How Companion Animal Prescriptions Drive Zoetis Revenue

An animal health company dependent on veterinarian-prescribed therapies cannot sustain revenue growth when the professionals who write those prescriptions lose confidence in core products. Zoetis' four flagship Companion Animal brands, which collectively generated approximately 70% of total revenue, each required veterinarian authorization before reaching a pet owner. That structure meant veterinarian willingness to prescribe was the single most important operational lever for the Company's financial performance.

The filing states that throughout 2025 and into 2026, veterinarian adoption trends for Librela were sharply weakening following the FDA's December 2024 safety warnings about seizures and deaths in treated dogs. Simultaneously, prescription volumes for Simparica Trio and dermatology products Apoquel and Cytopoint were eroding as lower-priced competitors from Elanco captured market share.

Alleged Prescription Growth Deterioration by the Numbers

Simparica franchise posted 17% U.S. growth in Q1 2025 on $260 million in revenue, but the lawsuit contends this trajectory was unsustainable as Elanco's Credelio Quattro offered tapeworm coverage Trio lacked at a lower price point Librela had reached 86% clinic penetration by May 2025, yet the action claims veterinarians were increasingly cautious about prescribing it following reports of severe neurological events Dermatology products faced direct competition from Zenrelia, which Elanco marketed as comparable or superior to Apoquel in head-to-head studies at a lower cost By Q1 2026, the Company admitted that "share loss is being amplified by a derm market with declining patient volume in the clinic" Pet owners demonstrated "increased price sensitivity," further compressing prescription volumes across all franchises The parasiticides market itself was contracting, negatively impacting compliance rates and prescription refills Clinic Volume Decline and Price Sensitivity

As detailed in the action, the operational deterioration extended beyond competitive share loss. Patient volume inside veterinary clinics declined during the period, meaning fewer dogs were even being seen for the conditions Zoetis products treated. When combined with pet owners choosing lower-cost alternatives or delaying treatment altogether, the result was a compounding effect on Zoetis' prescription-dependent revenue model that management allegedly failed to disclose until May 2026.

Calculate your potential recovery or call (888) SueWallSt.

"The complaint raises serious questions about whether investors received accurate information regarding the operational health of Zoetis' prescription-driven business model, particularly as veterinarian adoption trends and clinic volumes were allegedly deteriorating throughout the Class Period." -- Joseph E. Levi, Esq.

Start your claim now or contact Joseph E. Levi, Esq. at (888) SueWallSt.

ABOUT SUEWALLST -- Over the past 20 years, SueWallSt has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, SueWallSt has ranked in ISS Securities Class Action Services' Top 50 Report. Motions for lead plaintiff must be filed with the Court by July 27, 2026.

Frequently Asked Questions About the ZTS Lawsuit

Q: Who is eligible to join the ZTS investor lawsuit? A: Investors who purchased ZTS stock or securities between January 14, 2025 and May 6, 2026 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses, not on whether you still hold the shares.

Q: How much did ZTS stock drop? A: Shares fell approximately 21.5%, a decline of $23.91 per share, after the Company disclosed significant deterioration across its core Companion Animal business and sharply reduced full-year guidance on May 7, 2026. Investors who purchased shares during the Class Period at artificially inflated prices may be entitled to compensation.

Q: What specific misstatements does the ZTS lawsuit allege? A: The complaint alleges Zoetis made materially false or misleading statements regarding the durability of its Companion Animal growth, veterinarian adoption trends, competitive positioning, and market share across its flagship product franchises during the Class Period. When the true state was revealed, the stock price declined sharply.

Q: What do ZTS investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact SueWallSt for a free, no-obligation evaluation at [email protected] or (888) SueWallSt. No immediate action is required to remain eligible as a class member.

Q: What if I already sold my ZTS shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the Class Period and sold at a loss may still participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.

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

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

SOURCE SueWallSt.com

Alert: Claims Focus on Alleged Misrepresentations About BitGo's Digital Asset Sales Margin Compression and Bitcoin Treasury Losses

, /PRNewswire/ -- SueWallSt reminds purchasers of BitGo Holdings, Inc. (NYSE: BTGO) securities of a pending securities class action.

THE CASE: A class action seeks to recover damages for investors who purchased BTGO securities between January 22, 2025 and May 13, 2026.

YOUR OPTIONS: You may be entitled to compensation without payment of any out-of-pocket fees. See if you can recover losses or contact Joseph E. Levi, Esq. at [email protected] or (888) SueWallSt.

BitGo's Digital Asset Sales segment generated revenue by taking a percentage-based fee on trading volume executed through its platform. That fee model meant that when the underlying assets lost value, BitGo's revenue shrank in lockstep. The complaint contends that the Company's Offering Documents and subsequent public statements obscured the depth of this vulnerability, projecting confidence while the segment's economics deteriorated sharply.

For full year 2025, BitGo reported a net loss of $14.8 million, a reversal from $156.6 million in net income the prior year. The lead plaintiff deadline is August 7, 2026.

The Alleged Margin Collapse in Digital Asset Sales

BitGo's Digital Asset Sales segment operated on razor-thin spreads. The filing states that the quarterly margin in this segment fell from 0.47% to 0.21% year-over-year, a decline of more than 55%. At the same time, the Company's take rate dropped to approximately 24 basis points in Q4 2025 and 21 basis points for the full year. As set forth in the complaint, the Company's Offering Documents failed to adequately convey how severely a downturn in digital asset prices would compress these already narrow margins.

Bitcoin Treasury Management and Unrealized Losses

Beyond trading margins, BitGo held digital assets on its own balance sheet. The complaint recounts that BitGo attributed its swing from annual profitability to a $14.8 million net loss to "declines in digital asset prices impacting the Company's Bitcoin treasury." Q4 2025 alone produced a $50 million net loss, which the Company said was "primarily driven by unrealized losses on the company's digital asset treasury due to falling digital asset prices." The action claims these treasury risks were understated in the Offering Documents despite being a foreseeable consequence of the Company's own asset-holding strategy.

Alleged Operational Deterioration by the Numbers

Digital Asset Sales margin fell from 0.47% to 0.21%, a compression of more than 55% year-over-year Full-year take rate declined to approximately 21 basis points, below analyst expectations of 27 basis points Q4 2025 net loss reached $50 million versus $129.4 million net income in the prior-year quarter Staking revenue of $385.0 million declined 16% year-over-year, with Q4 staking revenue down approximately 64% Assets staked fell 51% year-over-year to $15.6 billion due to lower digital asset prices Q1 2026 net loss widened to $60.7 million from $25.7 million in Q1 2025 Calculate your potential recovery or call (888) SueWallSt.

"The complaint raises serious questions about whether investors received accurate information regarding the Company's exposure to digital asset price declines. A margin compression of this magnitude in a core revenue segment, combined with substantial treasury losses, suggests the risks disclosed at the time of the IPO may have materially understated the Company's vulnerability." -- Joseph E. Levi, Esq.

ABOUT SUEWALLST -- SueWallSt is a nationally recognized leader in shareholder rights litigation. Over 70 professionals. Hundreds of millions recovered. Ranked in ISS Securities Class Action Services' Top 50 Report for seven consecutive years.

Frequently Asked Questions About the BTGO Lawsuit

Q: How much did BTGO stock drop? A: Shares fell approximately 15.71%, a decline of $1.43 per share, after BitGo disclosed a $14.8 million net loss for 2025 and significant margin compression in its Digital Asset Sales segment. A subsequent disclosure on May 13, 2026 caused an additional 17.2% decline. Investors who purchased shares during the class period at artificially inflated prices may be entitled to compensation.

Q: What specific misstatements does the BTGO lawsuit allege? A: The complaint alleges BitGo made materially false or misleading statements regarding the scope and severity of the risk that declining digital asset prices posed to its business, including its Digital Asset Sales margins and Bitcoin treasury exposure. When the true financial impact was revealed, the stock price declined sharply.

Q: What do BTGO investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact SueWallSt for a free, no-obligation evaluation at [email protected] or (888) SueWallSt. No immediate action is required to remain eligible as a class member.

Q: What if I already sold my BTGO shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.

Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.

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

CONTACT:

SueWallSt

Joseph E. Levi, Esq.

Ed Korsinsky, Esq.

33 Whitehall Street, 27th Floor

New York, NY 10004

[email protected]

Tel: (888) SueWallSt

Fax: (212) 363-7171

SOURCE SueWallSt.com

Key Takeaways Oklo secured DOE approval of Aurora-INL's preliminary documented safety analysis under the RPP.Aurora-INL will use recovered EBR-II fuel, supporting efficient fuel use and sustainability.Oklo advances Aurora-INL toward construction and future NRC commercial licensing under DOE oversight. Oklo Inc. (OKLO - Free Report) , a pioneering leader in advanced nuclear technology, has achieved a critical milestone with the U.S. Department of Energy’s (“DOE”) Idaho Operations Office approval of the Preliminary Documented Safety Analysis (“PDSA”) for its Aurora powerhouse at Idaho National Laboratory (“INL”). This approval under the DOE’s Reactor Pilot Program (“RPP”) signifies a major leap forward for the commercialization of advanced nuclear reactors and establishes a strong foundation for the deployment of scalable, safe and sustainable nuclear energy solutions.

Aurora-INL: A Breakthrough in Advanced Nuclear EnergyThe Aurora-INL project represents the first of Oklo’s planned fast fission power plants, designed to operate with high efficiency and minimal environmental impact. The PDSA approval confirms the comprehensive evaluation of Aurora-INL’s safety design, including hazard analysis, accident scenarios, safety control systems and design commitments. This step is instrumental in demonstrating how advanced reactors can undergo rigorous federal safety reviews, moving from preliminary design to real-world construction and eventual commercial licensing.

Jacob DeWitte, co-founder and CEO of Oklo, emphasized that this milestone sets the pathway for Aurora-INL and future deployments, highlighting the project as a model for safe and reliable advanced nuclear technology. By achieving DOE approval, Oklo has validated Aurora-INL’s design integrity, positioning it as a frontrunner in the next generation of nuclear energy infrastructure.

Integration With DOE’s Reactor Pilot ProgramThe RPP provides a modern authorization framework for the development and operation of advanced nuclear reactors. Through the program, Oklo gains access to critical regulatory oversight, ensuring high safety standards and accelerated deployment timelines. The PDSA approval allows Aurora-INL to advance through the RPP framework while continuing engagement with the U.S. Nuclear Regulatory Commission for future commercial operations.

The RPP’s structured approach supports industrial-scale nuclear deployment by enabling projects like Aurora-INL to acquire early operational experience, optimize safety measures and demonstrate scalable generation capacity. Oklo’s participation in this program exemplifies a forward-thinking approach to nuclear energy commercialization.

Utilization of Recovered Fuel From EBR-IIAurora-INL has been granted access to recovered fuel from the Experimental Breeder Reactor-II (“EBR-II”), a strategic asset that enhances both fuel efficiency and sustainability. Following a competitive DOE allocation process launched in 2019, Oklo secured the right to use EBR-II fuel for its initial Aurora-INL assemblies. This unique resource not only supports initial plant operations but also establishes a closed-loop fuel strategy that optimizes nuclear fuel utilization and waste minimization.

The fuel integration aligns with Oklo’s broader mission to develop compact, high-output reactors, ensuring that Aurora-INL delivers reliable energy with minimal environmental footprint. The Aurora Fuel Fabrication Facility (“A3F”) in Idaho complements this initiative, fabricating fuel assemblies from EBR-II material. A3F itself received DOE’s PDSA approval in December 2025, making it the first facility sanctioned under DOE’s Fuel Line Pilot Program.

Accelerating U.S. Nuclear Energy CapabilitiesOklo’s Aurora-INL project represents a transformative step in U.S. nuclear energy innovation. By leveraging fast fission reactor technology, advanced fuel fabrication and DOE oversight, Aurora-INL highlights a replicable model for future deployments. The combination of rigorous safety review, sustainable fuel utilization and cutting-edge design positions Oklo as a leader in the advanced nuclear sector.

The project also contributes to national energy security and clean energy goals, providing a scalable solution to meet increasing energy demand while reducing greenhouse gas emissions. By demonstrating successful regulatory approval and operational readiness, Aurora-INL sets a precedent for fast, reliable deployment of advanced nuclear technology across the United States.

Strategic Implications for the Nuclear IndustryThe DOE approval of Aurora-INL’s PDSA underscores Oklo’s commitment to safety, innovation and industrial scalability. This milestone not only validates the technical feasibility of advanced reactors but also accelerates the path toward commercial nuclear energy production.

Aurora-INL’s integration into the DOE’s RPP and its utilization of recovered fuel from EBR-II highlight a synergistic approach to nuclear development, combining regulatory compliance, innovative reactor design and sustainable fuel cycles. The project demonstrates how advanced nuclear technology can evolve from experimental design to real-world deployment, offering a blueprint for next-generation power plants.

ConclusionWith the DOE’s PDSA approval, Oklo has achieved a defining milestone for Aurora-INL, marking a significant advancement in the field of advanced nuclear reactors. By combining innovative design, rigorous safety protocols and strategic fuel use, Aurora-INL exemplifies the future of scalable, reliable and sustainable nuclear energy in the United States. As the project progresses through DOE oversight and toward NRC licensing, Oklo continues to lead the charge in transforming the nuclear energy landscape, setting new standards for safety, efficiency and commercial viability.

OKLO’s Zacks Rank & Key PicksCurrently, OKLO has a Zacks Rank #3 (Hold).

Investors interested in the Oil/Energy sector may consider some better-ranked stocks, such as Bloom Energy Corporation (BE - Free Report) , ReNew Energy Global (RNW - Free Report) and Crescent Energy Company (CRGY - Free Report) . Bloom Energy, ReNew Energy Global and Crescent Energy currently sport a Zacks Rank #1 (Strong Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

Bloom Energy is worth approximately $66.63 billion. It is a clean energy technology company that designs and manufactures solid oxide fuel cell systems for on-site power generation. Bloom Energy Servers provide reliable, lower-emission electricity to businesses, utilities and data centers around the world.

ReNew Energy Global is worth approximately $2.2 billion. It is one of India's leading renewable energy companies, specializing in the development and operation of wind, solar and hydroelectric power projects. ReNew Energy Global plays a significant role in supporting India's transition to sustainable energy and reducing carbon emissions.

Crescent Energy Company is worth approximately $3.87 billion. It is an independent energy firm engaged in the acquisition, development, and production of oil and natural gas assets across the United States.

Golden Matrix Group (NASDAQ: GMGI - Get Free Report) and Skillz (NYSE: SKLZ - Get Free Report) are both small-cap consumer discretionary companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, institutional ownership, risk, valuation, dividends, profitability and analyst recommendations. Analyst Ratings This is a breakdown

LAS VEGAS--(BUSINESS WIRE)--Skillz Inc. (NYSE: SKLZ) (“Skillz” or the “Company”), the leading mobile games platform bringing fair competition to players worldwide, today reported financial results for the fourth quarter and fiscal year ended December 31, 2025.

Fourth Quarter 2025 Financial Highlights:

Revenue of $30.0 million Gross profit of $26.5 million Net loss of $17.9 million Adjusted EBITDA1 loss of $10.0 million Paying monthly active users (PMAUs)2 of 141 thousand Average revenue per PMAU (ARPPU)3 of $71.1 Total operating expenses (which does not include cost of revenue) of $42.7 million Full Year 2025 Financial Highlights:

Revenue of $104.5 million Gross profit of $91.4 million Net loss of $70.4 million Adjusted EBITDA1 loss of $50.5 million Paying monthly active users (PMAUs)2 of 141 thousand Average revenue per PMAU (ARPPU)3 of $61.7 Total operating expenses (which does not include cost of revenue) of $162.9 million Cash and cash equivalents of $194.5 million as of December 31, 2025 Total outstanding debt of $129.7 million as of December 31, 2025 “Throughout 2025, we made meaningful progress executing against our strategic priorities, delivering four consecutive quarters of sequential revenue growth and returning to year-over-year growth in the second half of the year,” said Andrew Paradise, Skillz’ CEO. “Our AI ad-tech segment, RZR, recently rebranded from Aarki, delivered significant growth and achieved positive Adjusted EBITDA for the full year, reflecting the strength of its platform and operating discipline. Paired with continued improvement across the Skillz platform, we are building a more integrated system designed to scale engagement, monetization, and long-term value.”

Gaetano Franceschi, Skillz’ CFO, added, “Our 2025 results reflect improved execution and stronger fundamentals across both the Skillz and RZR businesses. We delivered revenue growth and a 16% year-over-year improvement in Adjusted EBITDA, while continuing to invest in product innovation and marketing with discipline. We ended the year with $195 million in cash and cash equivalents, and remain focused on optimizing our capital structure as we move toward sustained profitability and long-term value creation.”

Investor Conference Call

Skillz will host a live conference call at 4:30 p.m. ET on April 1, 2026. To access the call, please register using the following link:

https://www.netroadshow.com/events/login/LE9zwo3hxjkv5wLcwh6x2dljPbWhXgMVsA4

After registering, an email will be sent, including dial-in details and a unique conference call access code and PIN required to join the live call. Access to the live audio webcast of the discussion in listen-only mode will also be available at investors.skillz.com.

A replay of the webcast will be archived on the Company’s investor relations website. An audio replay of the conference call will be available through Thursday, April 7, 2026, and can be accessed by dialing (866) 813-9403 (US) or (929) 458-6194 (international) and entering the passcode 575328.

About Skillz Inc.

Skillz is the leading mobile games platform dedicated to bringing out the best in everyone through competition. The Skillz platform helps developers create multi-million dollar franchises by enabling social competition in their games. Leveraging its patented technology, Skillz hosts billions of casual eSports tournaments for millions of mobile players worldwide, with the goal of building the home of competition for all. Skillz has earned recognition as one of Fast Company’s Best Workplaces for Innovators, CNBC’s Disruptor 50, Forbes’ Next Billion-Dollar Startups, Fast Company’s Most Innovative Companies, and the number-one fastest-growing company in America on the Inc. 5000. Please visit www.skillz.com to learn more.

Use of Non-GAAP Financial Measures

In this press release, the Company includes Adjusted EBITDA, which is a non-GAAP performance measure that the Company uses to supplement its results presented in accordance with U.S. GAAP. The Company’s management believes Adjusted EBITDA is useful in evaluating its operating performance and is a similar measure reported by publicly-listed U.S. competitors, and regularly used by securities analysts, institutional investors, and other interested parties in analyzing operating performance and prospects. By providing this non-GAAP measure, the Company’s management intends to provide investors with a meaningful, consistent comparison of the Company’s profitability for the periods presented. Non-GAAP operating expense is also included in this press release, which is a non-GAAP financial measure. The Company’s management believes non-GAAP operating expense is useful to investors and analysts as a supplement to its financial information prepared in accordance with GAAP for analyzing operating performance and identifying operating trends in its business. The Company uses non-GAAP operating expense internally to facilitate period-to-period comparisons and analysis in order to make operating decisions. As required by the rules of the Securities and Exchange Commission (the “SEC”), the Company has provided herein a reconciliation of Adjusted EBITDA and non-GAAP operating expense to the most directly comparable measures under GAAP. Adjusted EBITDA and non-GAAP operating expense are not intended to be substitutes for any U.S. GAAP financial measures and, as calculated, may not be comparable to other similarly titled financial measures of other companies in other industries or within the same industry.

The Company defines and calculates Adjusted EBITDA as net income (loss), excluding interest income (expense), net; change in fair value of common stock warrant liabilities; other income (expense), net; provision for (benefit from) income taxes; depreciation and amortization; stock-based compensation expense and related payroll tax expense; and certain other non-cash or non-recurring items impacting net loss from time to time, including, but not limited to charges related to impairment of goodwill and long-lived assets, litigation accruals, loss contingency accruals, gain on extinguishment of debt, gains from litigation settlements, restructuring charges and one-time nonrecurring expenses, as they are not indicative of business operations.

The Company defines and calculates non-GAAP operating expense as GAAP operating expense adjusted for stock-based compensation and other special items determined by management, which may include, but are not limited to acquisition-related expenses for transaction costs, certain loss contingency accruals and restructuring charges, as they are not indicative of business operations.

Forward-Looking Statements

This press release includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. The Company’s actual results may differ from its expectations, estimates, and projections and, consequently, you should not rely on these forward-looking statements as predictions of future events. Words such as “expect,” “estimate,” “project,” “budget,” “forecast,” “anticipate,” “intend,” “plan,” “may,” “will,” “could,” “should,” “believes,” “predicts,” “potential,” “continue,” and similar expressions (or the negative versions of such words or expressions) are intended to identify such forward-looking statements.

These forward-looking statements involve significant risks and uncertainties that could cause the Company’s actual results to differ materially from those discussed in the forward-looking statements. Most of these factors are outside of the Company’s control and are difficult to predict. Factors that may cause such differences include, but are not limited to, the ability of Skillz to: sustain profitability if Skillz’ revenue continues to decline; effectively compete in the global entertainment and gaming industries; attract and retain successful relationships with the third party developers who develop and update the games hosted on Skillz’ platform; drive brand awareness with end users; issues in the development and use of artificial intelligence and machine learning; invest in growth and development of employees; comply with laws, regulations and expectations applicable to its business, including with respect to cybersecurity and corporate governance matters; mitigate the commercial, reputational and regulatory risks to our business; remediate during fiscal year 2026 certain non-fully remediated material weaknesses in our internal controls over financial reporting. Additional factors that may cause such differences include other risks and uncertainties indicated from time to time in the Company’s SEC filings, including those under “Risk Factors” therein, which are available on the SEC’s website at www.sec.gov. Additional information will be made available in other filings that the Company makes from time to time with the SEC. In addition, any forward-looking statements contained in this press release are based on assumptions that the Company believes to be reasonable as of this date. The Company undertakes no obligation to update any forward-looking statements to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law.

Skillz Inc.

Consolidated Statements of Operations and Comprehensive Loss

(in thousands, except for number of shares and per share amounts)

  ​

Three Months Ended
December 31,

Twelve Months Ended
December 31,

​

2025

2024

2025

2024

Revenue

$

30,011

$

17,771

$

104,496

$

92,865

Costs and expenses:

​

​

Cost of revenue

3,511

3,234

13,050

13,405

Research and development

5,519

3,109

20,621

16,747

Sales and marketing

19,321

15,222

71,125

76,360

General and administrative

17,849

20,437

71,118

78,856

Gain from litigation settlement

—

—

(7,500

)

(46,000

)

Total costs and expenses

46,200

42,002

168,414

139,368

Loss from operations

(16,189

)

(24,231

)

(63,918

)

(46,503

)

Interest (expense) income, net

(1,863

)

(390

)

(5,815

)

298

Change in fair value of common stock warrant liabilities

—

—

—

11

Other income (expense), net

199

(452

)

(567

)

(530

)

Loss before income taxes

(17,853

)

(25,073

)

(70,300

)

(46,724

)

Provision for income taxes

49

(76

)

108

66

Net loss

$

(17,902

)

$

(24,997

)

$

(70,408

)

$

(46,790

)

Net loss per share attributable to common stockholders:

Basic and diluted

$

(1.07

)

$

(1.42

)

$

(4.51

)

$

(2.62

)

Weighted average common shares outstanding:

Basic and diluted

16,683,099

17,614,979

15,605,220

17,845,771

Other comprehensive loss:

Change in unrealized gain on available-for-sale investments, net of tax

$

—

$

—

$

—

$

7

Foreign currency translation loss

(371

)

—

(371

)

—

Total other comprehensive loss

(371

)

—

(371

)

7

Total comprehensive loss

$

(18,273

)

$

(24,997

)

$

(70,779

)

$

(46,783

)

Skillz Inc.

Consolidated Balance Sheets

(in thousands, except for number of shares and par value per share amounts)

  ​ December 31,

December 31,

​

2025

2024

Assets

Current assets:

Cash and cash equivalents

$

194,513

$

271,923

Restricted cash

—

9,000

Accounts receivable, net

14,412

4,890

Prepaid expenses and other current assets

7,553

17,342

Total current assets

216,478

303,155

Property and equipment, net

20,776

16,282

Operating lease right-of-use assets, net

1,082

308

Non-marketable equity securities

52,768

52,768

Restricted cash, non-current

1,000

1,000

Other non-current assets

1,351

755

Total non-current assets

76,977

71,113

Total assets

$

293,455

$

374,268

Liabilities and stockholders’ equity

​

​

Current liabilities:

​

​

Accounts payable

$

9,713

$

9,799

Operating lease liabilities, current

465

1,544

Current portion of long-term debt

127,589

—

Other current liabilities

42,944

54,564

Total current liabilities

180,711

65,907

Non-current liabilities:

Operating lease liabilities, non-current

665

9,338

Long-term debt, net

—

125,654

Other non-current liabilities

259

333

Total non-current liabilities

924

135,325

Total liabilities

181,635

201,232

Stockholders’ equity:

​

​

Preferred stock $0.0001 par value; 10 million shares authorized — no shares issued and outstanding as of December 31, 2025 and 2024, respectively

—

—

Common stock $0.0001 par value; 31.3 million shares authorized; Class A common stock – 25.0 million shares authorized; 19.3 million and 18.7 million shares issued; 12.2 million and 13.3 million shares outstanding as of December 31, 2025 and 2024, respectively; Class B common stock - 6.3 million shares authorized; 3.4 million shares issued and outstanding as of December 31, 2025 and 2024, respectively

1

1

Additional paid-in capital

1,245,462

1,226,642

Accumulated other comprehensive loss

(371

)

—

Accumulated deficit

(1,091,666

)

(1,021,258

)

Treasury shares, at cost, 7.1 million and 5.4 million shares as of December 31, 2025 and 2024, respectively

(41,606

)

(32,349

)

Total stockholders’ equity

111,820

173,036

Total liabilities and stockholders’ equity

$

293,455

$

374,268

Skillz Inc.

Consolidated Statement of Cash Flows

(in thousands)

  ​ Twelve Months Ended
December 31,

​

2025

2024

Operating Activities

​

​

Net loss

$

(70,408

)

$

(46,790

)

Adjustment to reconcile net loss to net cash used in operating activities:

​

Depreciation and amortization

1,381

1,665

Stock-based compensation

19,580

30,015

Accretion of unamortized debt discount and amortization of debt issuance costs

1,935

1,719

Non-cash lease expense

306

—

Change in fair value of common stock warrant liabilities

—

(11

)

(Recoveries of) provision for bad debt

(16

)

221

Changes in operating assets and liabilities:

​

Accounts receivable

(9,506

)

831

Prepaid expenses and other assets

9,193

(8,683

)

Accounts payable

411

7,022

Operating lease liabilities

(10,369

)

(298

)

Other accruals and liabilities

(11,434

)

7,235

Net cash used in operating activities

(68,927

)

(7,074

)

Investing Activities

​

​

Purchases of property and equipment

(1,403

)

(668

)

Capitalization of software development costs

(4,734

)

(1,841

)

Purchases of marketable securities

—

(5

)

Proceeds from sales of marketable securities

—

1,137

Net cash used in investing activities

(6,137

)

(1,377

)

Financing Activities

​

​

Principal payments on finance leases obligations

(462

)

(869

)

Repurchase of common stock

(9,257

)

(19,349

)

Issuance of common stock, net of proceeds from exercise of stock options

(1,256

)

(1,436

)

Net cash used in financing activities

(10,975

)

(21,654

)

Effect of exchange rates on cash and cash equivalents

(371

)

—

Net change in cash, cash equivalents and restricted cash

(86,410

)

(30,105

)

Cash, cash equivalents and restricted cash – beginning of year

281,923

312,028

Cash, cash equivalents and restricted cash – end of year

$

195,513

$

281,923

Skillz Inc.

Reconciliation of GAAP Net Loss to Adjusted EBITDA Loss

(in thousands)

  ​ Three Months Ended
December 31,

Twelve Months Ended
December 31,

​

2025

2024

2025

2024

Net loss

$

(17,902

)

$

(24,997

)

$

(70,408

)

​

$

(46,790

)

Interest expense (income), net

1,863

390

5,815

​

(298

)

Provision (benefit) for income taxes

49

(76

)

108

​

66

Depreciation and amortization

796

477

1,381

​

1,665

Stock-based compensation

5,359

7,121

19,580

30,015

Change in fair value of common stock warrant liabilities

—

—

—

(11

)

Gain from litigation settlement(1)

—

—

(7,500

)

(46,000

)

Other (income) expense, net

(199

)

452

567

​

530

Adjusted EBITDA loss

$

(10,034

)

$

(16,633

)

$

(50,457

)

​

$

(60,823

)

  (1) For the twelve months ended December 31, 2025 and 2024, amount includes gain on litigation settlement with AviaGames.

Skillz Inc.

Reconciliation of GAAP to Non-GAAP Operating Expenses

(in thousands)

  ​

Three Months Ended December 31,

Twelve Months Ended December 31,

​

2025

2024

2025

2024

Research and development

$

5,519

$

3,109

$

20,621

$

16,747

Less: stock-based compensation

(624

)

(190

)

​

(1,173

)

(841

)

Non-GAAP research and development

$

4,895

$

2,919

$

19,448

$

15,906

Sales and marketing

$

19,321

$

15,222

$

71,125

$

76,360

Less: stock-based compensation

(660

)

(1,582

)

​

(3,189

)

(6,467

)

Non-GAAP sales and marketing

$

18,661

$

13,640

$

67,936

$

69,893

General and administrative

$

17,849

$

20,437

$

71,118

$

78,856

Less: stock-based compensation

(4,075

)

(5,346

)

(15,214

)

(22,697

)

Non-GAAP general and administrative

$

13,774

$

15,091

$

55,904

$

56,159

Skillz Inc.

Supplemental Financial Information

  Three Months Ended
December 31,

Twelve Months Ended
December 31,

2025

2024

2025

2024

Gross marketplace volume (“GMV”) (000s)(1)

$

139,326

$

127,079

$

541,853

$

608,248

Paying monthly active users (“PMAUs”) (000s)(2)

141

110

141

118

Monthly active users (“MAUs”) (000s)(3)

506

753

658

816

Average GMV per PMAU(4)

$

330.3

$

385.1

$

319.8

$

429.6

Average GMV per MAU(5)

$

91.9

$

56.3

$

68.7

$

62.1

Average revenue per PMAU (“ARPPU”)(6)

$

71.1

$

53.9

$

61.7

$

66.6

Average revenue per MAU (“ARPU”)(7)

$

19.8

$

7.9

$

13.2

$

9.6

PMAU to MAU ratio

28

%

15

%

21

%

14

%

Average end-user incentives, included as sales and marketing expense, per PMAU(8)

$

18

$

19

$

20

$

26

Average end-user incentives, included as sales and marketing expenses, per MAU(9)

$

5

$

3

$

4

$

4

  (1) “Gross Marketplace Volume” or “GMV” means the total entry fees paid by users for contests hosted on Skillz’ platform. Total entry fees include entry fees paid by end-users using cash deposits, prior winnings from end-users’ accounts that have not been withdrawn, and end-user incentives used to enter paid entry fee contests.

(2) “Paying Monthly Active Users” or “PMAUs” means the number of end-users who entered into a paid contest hosted on Skillz’ platform at least once in a month, averaged over each month in the period.

(3) “Monthly Active Users” or “MAUs” means the number of playing end-users who entered into a paid or free contest hosted on Skillz’ platform at least once in a month, averaged over each month in the period.

(4) “Average GMV per PMAU” means the average GMV in a given month divided by PMAUs in that month, averaged over the period.

(5) “Average GMV per MAU” means the average GMV in a given month divided by MAUs in that month, averaged over the period.

(6) “Average Revenue per PMAU” or “ARPPU” means the average revenue in a given month divided by PMAUs in that month, averaged over the period and does not include a deduction for end-user incentives that are included in sales and marketing expense.

(7) “Average Revenue per MAU” or “ARPU” means the average revenue in a given month divided by MAUs in that month, averaged over the period and does not include a deduction for end-user incentives that are included in sales and marketing expense.

(8) Amount reflects the average end-user incentives included in sales and marketing expense in a given month divided by PMAUs in that month, averaged over the period.

(9) Amount reflects the average end-user incentives included in sales and marketing expense in a given month divided by MAUs in that month, averaged over the period.

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