Key Takeaways Globus Medical, NetApp and Assurant emerge from a screen built around sales growth and cash flow.NetApp's fiscal 2027 sales are expected to grow 18.6%, the highest rate among the three stocks.Globus Medical targets 8.8% 2026 sales growth, while Assurant's sales are expected to rise 8.5%. U.S. equities have posted solid gains so far this year despite periodic volatility. Fed policy uncertainty, elevated Treasury yields, renewed Middle East tension, rising oil prices, persistent inflation, tariff concerns and stretched technology valuations have weighed on sentiment. Still, resilient corporate earnings and continued robust investment in AI have provided meaningful support to the market, helping major U.S. indexes remain firmly in positive territory in 2026.
Against this backdrop, the traditional approach to stock selection remains a good idea. Sales growth provides a more reliable basis for evaluating stocks compared with earnings-focused metrics. In this regard, stocks like Globus Medical, Inc. (GMED - Free Report) , NetApp, Inc. (NTAP - Free Report) and Assurant Inc. (AIZ - Free Report) are worth buying.
Sales growth is a key indicator of a company’s underlying business strength, reflecting customer demand and its ability to sell products or services. Sustained revenue growth will likely signal favorable industry trends, market share gains, pricing power, successful product launches, or expansion into new markets and customer segments. Higher sales can also improve operating leverage by spreading fixed costs across a larger revenue base, supporting margin expansion and profitability.
However, revenue growth must be assessed alongside industry conditions, competitor performance, pricing trends, customer mix and the broader economy. Its quality also matters: recurring revenues, repeat purchases, volume-driven gains and resilient demand are generally more durable than temporary boosts. Companies that consistently generate high-quality sales growth are often better positioned to produce stable cash flows, fund expansion, strengthen competitive advantages and deliver sustainable shareholder returns.
Selecting the Potential Winning StocksTo shortlist stocks with impressive sales growth and a high cash balance, we have selected 5-Year Historical Sales Growth (%) greater than X-Industry and Cash Flow of more than $500 million as our main screening parameters.
But sales growth and cash strength are not the absolute criteria for selecting stocks. Hence, we have added other factors to arrive at a winning strategy.
P/S Ratio less than X-Industry: This metric determines the value placed on each dollar of a company’s revenues. The lower the ratio, the better it is for picking a stock since the investor is paying less for each unit of sales.
% Change F1 Sales Estimate Revisions (four weeks) greater than X-Industry: Estimate revisions, better than the industry, are often seen to trigger an increase in stock price.
Operating Margin (average last five years) greater than 5%: The operating margin measures how much every dollar of a company's sales translates into profits. A high ratio indicates that the company has good cost control and sales are increasing faster than costs — an optimal situation.
Return on Equity (ROE) greater than 5%: This metric will ensure that sales growth is translated into profits and the company is not hoarding cash. A high ROE means that the company is spending wisely and is, in all likelihood, profitable.
Zacks Rank less than or equal to 2: Zacks Rank #1 (Strong Buy) or 2 (Buy) stocks are known to outperform, irrespective of the market environment. You can see the complete list of today’s Zacks #1 Rank stocks here.
3 Stocks With Strong Sales Growth to BuyBased in Audubon, PA, Globus Medical is a medical device company that develops and commercializes healthcare solutions for patients with musculoskeletal disorders. GMED has sales operations across 65 countries and sells through a mix of direct sales representatives and independent distributors.
GMED’s expected sales growth rate for 2026 is 8.8%. Globus Medical sports a Zacks Rank #1 at present.
Based in San Jose, CA, NetApp provides enterprise storage as well as data management software and hardware products and services. NTAP assists enterprises in managing multiple cloud environments, adopting next-generation technologies like AI, Kubernetes and contemporary databases, and navigating the complexity brought about by the development of data and cloud usage.
NTAP’s expected sales growth rate for fiscal 2027 is 18.6%. NetApp currently carries a Zacks Rank #2.
Headquartered in New York, Assurant is a global provider of risk management solutions in the housing and lifestyle markets. AIZ safeguards and services connected devices, homes, automobiles and commercial equipment in partnership with leading brands.
Assurant’s sales are expected to rise 8.5% in 2026. AIZ carries a Zacks Rank #2 at present.
The Cooper Companies, Inc. (NASDAQ:COO) will release its third earnings report after the closing bell on Wednesday, Sept. 9.
Analysts expect the San Ramon, California-based company to report quarterly earnings of $1.12 per share, up from $1.10 per share in the year-ago period. The consensus estimate for COO’s quarterly revenue is $1.10 billion. It reported $1.06 billion last year, according to Benzinga Pro.
On June 4, Cooper Companies posted better-than-expected earnings for the second quarter.
Cooper Companies shares fell 2.7% to close at $67.69 on Tuesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Citigroup analyst Joanne Wuensch maintained a Neutral rating and raised the price target from $76 to $80 on Aug. 13, 2026. This analyst has an accuracy rate of 70%. UBS analyst Patrick Wood initiated coverage on the stock with a Neutral rating and a price target of $7 on July 28, 2026. This analyst has an accuracy rate of 53%. BNP Paribas analyst Navann Ty maintained an Outperform rating and cut the price target from $95 to $92 on June 8, 2026. This analyst has an accuracy rate of 69%. JP Morgan analyst Robbie Marcus maintained a Neutral rating and lowered the price target from $80 to $71 on June 5, 2026. This analyst has an accuracy rate of 65%. Stifel analyst Jonathan Block maintained a Buy rating and cut the price target from $95 to $85 on June 5, 2026. This analyst has an accuracy rate of 70%. Trending
Considering buying COO stock? Here’s what analysts think:
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Blue Owl Capital (OBDC) trades at a 20% discount to NAV, offering a compelling entry for yield-focused investors. OBDC maintains a well-covered 11% dividend yield, low nonaccrual rates (0.8%), and minimal tech exposure, supporting portfolio resilience. Despite a 10% NAV drawdown, net investment income remains stable, and portfolio diversification spans 229 companies across 30 industries.
NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Planet Fitness, Inc. (“Planet Fitness” or the “Company”) (NYSE: PLNT) on behalf of investors that purchased or otherwise acquired Planet Fitness securities between November 6, 2025 and May 6, 2026 (the “Class Period”).
CLICK HERE TO JOIN THE CASE
If you are an investor in Planet Fitness and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.
DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than September 14, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.
The complaint alleges that defendants disseminated materially false and misleading statements and omissions concerning the true state of Planet Fitness’ customer acquisition and marketing metrics. According to the complaint, the Company’s updated marketing messaging was failing to resonate with, and was actively intimidating, its core target demographic of fitness beginners and casual gym-goers. As a result, according to the complaint, Planet Fitness was experiencing a significant headwind in net member joins during its peak first-quarter sign-up period that rendered its previously issued fiscal 2026 guidance and long term financial targets unachievable.
WHY CONTACT KAPLAN FOX?
Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.
Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.
For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.
If you have any questions about this Notice, your rights, or your interests, please contact:
CONTACT:
Pamela A. Mayer
KAPLAN FOX & KILSHEIMER LLP
800 Third Avenue, 38th Floor
New York, New York 10022
(646) 315-9003 [email protected]
Laurence D. King
KAPLAN FOX & KILSHEIMER LLP
1999 Harrison Street, Suite 1501
Oakland, California 94612
(415) 772-4704 [email protected]
Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.
, /PRNewswire/ -- Planet Fitness, Inc. (NYSE: PLNT) (the "Company") today announced an evolution of its brand identity and logo grounded in the welcoming energy and Judgement Free spirit of its clubs, and the momentum of its members around the world. The refreshed gear logo reflects movement, progress and the collective energy of the Planet Fitness community, complemented by a new custom font and an update to the brand's iconic purple and yellow color palette that reflects the warmth, energy, and optimism of Planet Fitness' clubs.
Planet Fitness Exterior
Planet Fitness Lobby
Planet Fitness App
Planet Fitness Logo
The refreshed identity, informed by member feedback, builds on the enhancements Planet Fitness has made across the member experience in line with consumer trends and preferences. Since 2025, the Company has expanded equipment offerings, refined club floor layouts to better reflect how members of all fitness levels train and rolled out new Black Card Spa® amenities such as red-light recovery.
"For more than 30 years, Planet Fitness has made fitness more approachable and accessible for all members, wherever they may be on their fitness journey," said Brian Povinelli, Chief Marketing Officer of Planet Fitness. "Our goal was to ensure that our evolved visual identity would continue to reflect our welcoming and supportive ethos while also allowing for a more seamless and flexible presentation of the brand across traditional marketing formats and digital channels. This refreshed identity is the culmination of a thoughtful process to elevate the member experience while staying true to the Judgement Free promise, and we look forward to rolling it out across our clubs and platforms in the coming months."
Elevating the In-Club and Digital Member Experience
The Company today also announced an upgraded Planet Fitness mobile app designed to make the member journey easier from day one, with tools that help members plan their visits, navigate workouts and track progress. The new app features began to roll out today and will include:
A redesigned member profile with seamless syncing across major wellness platforms and a home screen that changes when a member is in the club. Enhanced equipment-aligned tracking, allowing members to log weights, reps, and sets directly from their phones. An upgraded, real-time Crowd Meter to help members plan their visits with ease. The evolved branding will start to appear this month across all new and remodeled clubs, marketing assets, social media, the PF App, and PlanetFitness.com, with key in-club touchpoints rolling out through the first quarter of 2027 in existing clubs. Planet Fitness' "thumbs up" icon will also remain part of the brand's identity, showing up in select places to remind members of the 30 years of motivation and positive reinforcement the gesture has provided.
For more information on Planet Fitness and to find a club near you, visit www.PlanetFitness.com.
About Planet Fitness
Founded in 1992 in Dover, NH, Planet Fitness is one of the largest and fastest-growing franchisors and operators of fitness centers in the world by number of members and locations. As of June 30, 2026, Planet Fitness had approximately 21.5 million members and 2,930 clubs in all 50 states, the District of Columbia, Puerto Rico, Canada, Panama, Mexico, Australia and Spain. The Company's mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which we call the Judgement Free Zone®. Approximately 90% of Planet Fitness clubs are owned and operated by independent business owners.
Boston, Massachusetts--(Newsfile Corp. - September 9, 2026) - Block & Leviton announces that a securities fraud lawsuit has been filed against Planet Fitness, Inc. (NYSE: PLNT) and certain of its executives. Investors who have lost money in their Planet Fitness, Inc. investment should contact the firm to learn more about how they might recover those losses. For more details, visit https://blockleviton.com/cases/plnt.
What is this all about?
The lawsuit alleges Planet Fitness told investors during the class period that its "We Are All Strong on This Planet" marketing campaign was resonating and had "legs to extend into 2026," expressed confidence in a planned national Black Card price increase to $29.99, and reaffirmed its FY2026 guidance and a new three-year growth plan. The complaint alleges the company concealed that its marketing had pivoted too far toward fitness-minded consumers and was alienating its core beginner customers, dragging down new member joins. On May 7, 2026, Planet Fitness slashed its same-store sales growth guidance from 4-5% to approximately 1%, withdrew its three-year growth targets, paused the Black Card price increase, and acknowledged that its marketing had "pivoted too far" and alienated core customers. On this news, the company's stock fell about 31% in a single day, from $63.96 to $44.01, causing substantial losses for investors.
Who is eligible?
Anyone who purchased Planet Fitness, Inc. common stock between November 6, 2025, and May 6, 2026, and has seen their shares fall may be eligible, whether or not they have sold their investment. Investors should contact Block & Leviton to learn more.
What should you do next?
The deadline to seek appointment as lead plaintiff is September 14, 2026. A class has not yet been certified, and until a certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member. If you've lost money on your investment, you should contact Block & Leviton to learn more via our case website, by email at [email protected], or by phone at (888) 256-2510.
Whistleblower?
If you have non-public information about Planet Fitness, Inc., you should consider assisting in our investigation or working with our attorneys to file a report with the Securities Exchange Commission under their whistleblower program. Whistleblowers who provide original information to the SEC may receive rewards of up to 30% of any successful recovery. For more information, contact Block & Leviton at [email protected] or by phone at (888) 256-2510.
Why should you contact Block & Leviton?
Block & Leviton is widely regarded as one of the leading securities class action firms in the country. Our attorneys have recovered billions of dollars for defrauded investors and are dedicated to obtaining significant recoveries on behalf of our clients through active litigation in the federal courts across the country. Many of the nation's top institutional investors hire us to represent their interests. You can learn more about us at our website, www.blockleviton.com, call (888) 256-2510 or email [email protected] with any questions.
This notice may constitute attorney advertising.
CONTACT:
BLOCK & LEVITON LLP
260 Franklin St., Suite 1860
Boston, MA 02110
Phone: (888) 256-2510
Email: [email protected]
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/313455
Source: Block & Leviton LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Construction Partners is reaffirmed as a ‘buy' due to robust revenue, profitability growth, and a strong backlog, despite recent stock underperformance. Acquisitions remain a key growth driver, with $1.82 billion spent since 2023 and recent deals expanding ROAD's market presence and backlog to $3.4 billion. Management guides for FY2026 revenue of $3.64–$3.68 billion and EBITDA of $559–$569 million, with long-term targets of $6.03 billion revenue and $1.03 billion EBITDA by 2030.
Americký řetězec obchodů se smíšeným zbožím Casey's General Stores zveřejnil výsledky hospodaření za první kvartál fiskálního roku 2027, který skončil 31. července 2026. Zisk na akcii i tržby předčily očekávání trhu. Analytici však negativně vnímají zpomalení růstu porovnatelných tržeb uvnitř obchodů a pokles porovnatelných objemů prodaných pohonných hmot. Společnost potvrdila svůj výhled na celý fiskální rok 2027.
Výsledky společnosti Casey's (CASY) za 1Q FY 2027 1Q FY 2027 Konsensus 1Q 2027 1Q FY 2026 Tržby (mld. USD) 5,68 5,58 4,57 Čistý zisk (mld. USD) 0,27 -- 0,22 Zisk na akcii (EPS, USD/akcie) 7,37 6,77 5,77 Výsledky za 1Q Tržby společnosti v 1Q dosáhly 5,68 mld. USD, čímž překonaly očekávání trhu ve výši 5,58 mld. USD.
Tržby z pohonných hmot dosáhly 3,72 mld. USD při očekávání 3,65 mld. USD. Tržby z potravin a smíšeného zboží činily 1,28 mld. USD, přičemž konsensus byl 1,30 mld. USD. Tržby z připravovaných jídel a nápojů dosáhly 492,6 mil. USD při projekcích 487,1 mil. USD.
Porovnatelné tržby uvnitř obchodů vzrostly meziročně o 3,2 % oproti nárůstu 4,3 % ve stejném kvartále loni, konsensus trhu přitom počítal s růstem o 4,1 %. Hrubý zisk se zvýšil v tomto segmentu meziročně o 6,3 % na 749,8 mil. USD. Hrubá marže zde vzrostla meziročně o 0,3 p. b. na 42,2 %.
Porovnatelné tržby pohonných hmot poklesly meziročně o 0,3 %, přičemž jde o první pokles za posledních sedm kvartálů. Hrubý zisk se v tomto segmentu zvýšil meziročně o 19,6 % na 446,9 mil. USD, mírně pod očekáváním trhu ve výši 448,8 mil. USD.
Hrubá marže meziročně poklesla o 2,6 p. b. na 21,8 %. Trh odhadoval 22,3 %.
Očištěný zisk EBITDA se meziročně zvýšil o 17,1 % na 485,1 mil. USD.
Zisk na akcii vzrostl meziročně o 27,7 % a činil 7,37 USD při očekávání 6,77 USD. Čistý zisk se zvýšil o 27,1 % na 273,7 mil. USD.
Dividenda a zpětný odkup Během kvartálu společnost odkoupila akcie v hodnotě zhruba 45,6 mil. USD. V rámci stávajícího programu zpětných odkupů zbývá k dispozici přibližně 973 mil. USD.
Představenstvo také deklarovalo kvartální dividendu ve výši 0,65 USD na akcii.
Výhled Společnost ponechala svůj dříve zveřejněný výhled na fiskální rok 2027 beze změny. Nadále očekává nárůst porovnatelných tržeb uvnitř obchodů o 2 až 5 % při hrubé marži uvnitř obchodů nad 42 %. U porovnatelných tržeb pohonných hmot počítá s meziroční změnou -1 % až +1 %. Celkové provozní náklady mají narůst o přibližně 5 až 7 % a zisk EBITDA o 8 až 10 %.
Komentář CEO „Máme skvělý start do našeho tříletého strategického plánu, který podtrhuje téměř 28% nárůst zisku na akcii," řekl generální ředitel společnosti Darren Rebelez. „Zákazníci dobře reagují na naši atraktivní nabídku kvalitních připravovaných jídel, zejména celých pizz. V oblasti pohonných hmot nám robustní schopnosti našeho týmu pomohly zvládnout volatilní prostředí a přinesly silné výsledky. Provozní tým doručil výjimečný zákaznický zážitek během našeho nejrušnějšího kvartálu roku. To vše se nám podařilo, zatímco jsme v předstihu oproti plánu s integrací akvizice Fikes."
Pohledy analytiků Analytik Corey Tarlowe z Jefferies uvedl, že ačkoli tržby i zisk na akcii v kvartále překonaly odhady, porovnatelné objemy prodaných galonů pohonných hmot klesly a růst v kategorii potravin zaostal za očekáváním. Podle něj jsou při tomto násobku ocenění očekávání vysoká a celkově solidní kvartál v tomto prostředí nestačil. Vyšší ceny pohonných hmot mohou podle něj omezovat rozpočty zákazníků, což může do určité míry brzdit nákupy uvnitř prodejen, což je trend, který pozoruje i u několika konkurentů.
Analytik Bradley Thomas z KeyBanc Capital Markets uvedl, že zatímco zisk na akcii překonal odhady díky maržím z pohonných hmot, tržby z pohonných hmot i z potravin zaostaly za očekáváním. Akcie podle něj klesají, protože růst tržeb uvnitř prodejen zpomalil, porovnatelné objemy galonů byly záporné (poprvé za 7 kvartálů) a společnost zopakovala výhled (navzdory překonání odhadů u zisku na akcii).
Vývoj akcie Akcie společnosti Casey’s (CASY) v předburzovní fázi obchodování oslabují o 11,76 % na 647,23 USD.
Akcie Casey's General Stores (CASY) před výsledky na 733,49 USD Ukazatel Ukazatel Kapitalizace (mld. USD) 27,1 P/E 34,8 Vývoj za letošní rok (%) +32,7 Očekávané P/E 34,3 52týdenní minimum (USD) 497,4 Prům. cílová cena (USD) 938,9 52týdenní maximum (USD) 927,9 Dividendový výnos (%) 0,3 Zdroj: Casey's General Stores, Bloomberg
The 40% pullback in SoFi Technologies (SOFI -1.15%) from last October's peak -- followed by its stagnation since March -- makes enough superficial sense. The company delivered the bad news it was expected to deliver.
But as is so often the case, the sellers arguably overshot their target by pricing in all of the bad news -- and then some -- while ignoring much of the bigger bullish picture. Here's why the stock is a buy this month.
SoFi Technologies is so much more than its one recent setback SoFi Technologies is an online bank that offers checking, savings, credit cards, loans, and everything else you might expect from a traditional brick-and-mortar bank. But it doesn't manage any brick-and-mortar branches -- it's an entirely online, self-service bank that also provides its back-end technology platform to third parties.
Image source: Getty Images.
And that's the crux of the reason for the share pullback: Fellow online-only bank Chime Financial had been using SoFi's Galileo platform for a fee. Now it isn't, accounting for most of the 27% year-over-year tumble in platform revenue to $75 million in this year's first quarter. Investors flinched. And although the second quarter's figure rose sequentially, it fell year-over-year, leaving investors concerned.
They were so concerned that they seem to have looked right past all the other ways SoFi is knocking things out of the park. Its first-quarter total revenue is a case in point.
Although Galileo platform revenue dipped during the first quarter, total revenue soared 43% to $1.1 billion, more than doubling net income in the process. Its total customer count grew 35% to a record 14.7 million, and then it improved another 35% year over year to 15.8 million during the second quarter, when revenue increased 40% to $1.2 billion.
This growth appears to be accelerating, too. As part of its second-quarter report, released in late July, SoFi raised its full-year revenue forecast from $4.65 billion to a range of $4.75 billion to $4.85 billion, largely reflecting the fact that a growing number of its customers are now using more than one of the neobank's revenue-generating services. And at just over 30% above last year's top line, that revised outlook may still be on the conservative side.
Plenty of growth ahead So why isn't the online bank's stock bouncing back from the knee-jerk worry about the impact of losing Chime as an institutional customer? Analysts account for some of the decline. They're only lukewarm on this stock right now, with most of them currently rating SoFi as a hold, with an average price target of $20.05, only about 10% more than the current price. With shares trading at price-to-earnings (P/E) ratio of 37, they may have valuation concerns.
Analysts may also be looking right past the much bigger picture, though, afraid of sticking their necks out by pricing in next year's projected top-line growth of 26%, which would pump up the company's bottom line to $0.82 per share.
And even then, it would still just be getting started. Longer-term projections from Morningstar analysts indicate SoFi could turn $6.66 billion worth of revenue into a per-share profit of $1.71 in 2030, driven by the ongoing adoption of app-based banking.
Data source: Morningstar. Chart by author.
According to a recent survey commissioned by the American Bankers Association, more than half of all bank customers within the U.S. already say a mobile app is their preferred way of banking, with another 22% indicating a computer or laptop is their favorite way. Nearer the bottom of the list, in-branch visits are the go-to option for a mere 9% of U.S. bank customers, while phone calls are only the first choice 4% of the time.
It should also come as no surprise that the younger the consumers, the more likely they are to choose digital banking. More than two-thirds of millennials (who are mostly digitally native) use a mobile app as their primary means of banking, while only 7% regularly visit a brick-and-mortar branch.
As the number of digitally native members of the population continues expanding, and online and mobile banking goes more mainstream, SoFi is perfectly positioned to meet more and bigger portions of consumers' financial needs.
Waiting for more certainty could mean missing out The market will connect these dots sooner or later. In fact, although for the time being the stock seems stuck below $20 (leaving most of the pullback from last year's peak in place), since April we've seen an occasional glimmer of hope. The fact that the bulls continue testing the waters is telling.
Premium Feature
Moneyball Superscore
81/100
Today's Change
(
-1.15
%) $
-0.21
Current Price
$
18.01
So, don't be deterred by this setback, but rather, take advantage of it while you can. Just don't tarry. Once the ball finally gets rolling in earnest, it may be a while before it stops again.
That's particularly true if the analyst community gets on board and starts raising its price targets. The growth story is certainly compelling enough in the meantime to inspire them. They just need the right nudge.
, /PRNewswire/ -- The board of directors of Johnson Controls International plc (NYSE: JCI), a global leader in thermal management, mission-critical building systems, energy efficiency and decarbonization, has approved a regular quarterly dividend of $0.40 per share of common stock, payable on Oct. 16, 2026, to shareholders of record at the close of business on Sept. 21, 2026. Johnson Controls has paid a consecutive dividend since 1887.
About Johnson Controls:
Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly expanding industries such as data centers, healthcare, pharmaceuticals, advanced manufacturing, and higher education.
For more than 140 years, Johnson Controls has delivered performance where it really matters. Backed by advanced technology, lifecycle services and an industry-leading field organization, we elevate customer performance, turn goals into real-world results and help move society forward.
Visit johnsoncontrols.com for more information and follow @Johnsoncontrols on social platforms.
LOS ANGELES--(BUSINESS WIRE)--Korn Ferry (NYSE: KFY), a global consulting firm, today announced first quarter fee revenue of $756.5 million. In addition, first quarter diluted earnings per share was $1.32 and adjusted diluted earnings per share was $1.43.
“I am very pleased with our quarterly performance. This marks our sixth consecutive quarter of top-line growth, demonstrating the momentum and durability of our business, as well as the sustaining value we are creating for our clients,” said Gary D. Burnison, CEO, Korn Ferry. “With AMS now part of Korn Ferry, we have brought together two iconic brands to create a global leader in talent and organizational consulting. AMS is a world-class firm that complements and meaningfully expands our Workforce Solutions and propels our We Are Korn Ferry strategy—to be the world’s conductor of talent and organizational orchestration.
“AMS brings profound operational capability, delivering technology-enabled talent solutions at scale, supported by long-term contracted client relationships. And at the heart of this combination is a belief that defines Korn Ferry: people are the catalyst for organizational success. I could not be more excited about our future.”
Selected Financial Results
(dollars in millions, except per share amounts) (a)
First Quarter
FY’27
FY’26
Fee revenue
$
756.5
$
708.6
Total revenue
$
764.6
$
715.5
Estimated remaining fees under existing contracts (b)
$
1,915.0
$
1,674.1
New business (c)
$
832.3
$
742.2
Fee earner new business productivity (d) - in thousands
$
1,840
$
1,610
Ending number of fee earners (e)
1,811
1,830
Net income attributable to Korn Ferry
$
69.0
$
66.6
Net income attributable to Korn Ferry margin
9.1
%
9.4
%
Basic earnings per share
$
1.35
$
1.28
Diluted earnings per share
$
1.32
$
1.26
Adjusted Results (f):
First Quarter
FY’27
FY’26
Adjusted EBITDA
$
128.2
$
120.4
Adjusted EBITDA margin
17.0
%
17.0
%
Adjusted net income attributable to Korn Ferry (g)
$
74.6
$
69.2
Adjusted basic earnings per share (g)
$
1.46
$
1.33
Adjusted diluted earnings per share (g)
$
1.43
$
1.31
____________________ (a)
Numbers may not total due to rounding.
(b)
Estimated fee revenue associated with signed contracts for which revenue has not yet been recognized.
(c)
Estimated value of an engagement awarded in the period evidenced by a signed contract.
(d)
New business divided by average number of fee earners in the period annualized.
(e)
Represents number of employees originating services.
(f)
Adjusted EBITDA refers to earnings before interest, taxes, depreciation and amortization, further adjusted to exclude integration/acquisition costs, when applicable. Adjusted results on a consolidated basis are non-GAAP financial measures that adjust for the following, as applicable (see attached reconciliations):
First Quarter
FY’27
FY’26
Integration/acquisition costs
$
7.6
$
1.5
First Quarter
FY’27
FY’26
Accelerated depreciation on digital technology platform
$
—
$
2.0
Tax effect on the adjusted items
$
(1.9
)
$
(0.9
)
The Company reported fee revenue in Q1 FY'27 of $756.5 million, an increase of 7% year-over-year at both actual and constant currency. Fee revenue grew in all Regions year-over-year, led by double digit growth in Search and Workforce Solutions.
Net income attributable to Korn Ferry was $69.0 million with a margin of 9.1% in Q1 FY'27, compared to net income attributable to Korn Ferry of $66.6 million with a margin of 9.4% in Q1 FY'26. Adjusted EBITDA was $128.2 million in Q1 FY'27 compared to $120.4 million in Q1 FY'26. Adjusted EBITDA margin in the quarter was 17.0%, flat year-over-year. Net income attributable to Korn Ferry and Adjusted EBITDA increased primarily due to an increase in fee revenue, partially offset by increases in compensation and benefits expenses and general and administrative expenses.
Results by Region
Selected Americas Data
(dollars in millions) (a)
First Quarter
FY’27
FY’26
Fee revenue
$
442.1
$
404.1
Total revenue
$
447.6
$
408.5
Estimated remaining fees under existing contracts (b)
$
1,042.1
$
875.1
New business (c)
$
465.7
$
404.1
Fee earner new business productivity (d) - in thousands
$
1,920
$
1,630
Ending number of fee earners (e)
971
973
Adjusted Results (f):
First Quarter
FY’27
FY’26
Adjusted EBITDA
$
116.4
$
100.7
Adjusted EBITDA margin
26.3
%
24.9
%
___________________ (a)
Numbers may not total due to rounding.
(b)
Estimated fee revenue associated with signed contracts for which revenue has not yet been recognized.
(c)
Estimated value of an engagement awarded in the period evidenced by a signed contract.
(d)
New business divided by average number of fee earners in the period annualized.
(e)
Represents number of employees originating services.
(f)
Adjusted results exclude the following:
First Quarter
FY’27
FY’26
Integration/acquisition costs
$
—
$
0.7
Fee revenue was $442.1 million in Q1 FY'27 compared to $404.1 million in Q1 FY'26, an increase of $38.0 million or 9% year-over-year at both actual and constant currency. The fee revenue increase was primarily driven by increases of 14% in both Search and Workforce Solutions.
Adjusted EBITDA was $116.4 million in Q1 FY'27 compared to $100.7 million in the year-ago quarter. Adjusted EBITDA margin in the quarter increased year-over-year by 140bps to 26.3%. Adjusted EBITDA increased primarily due to an increase in fee revenue, partially offset by increases in compensation and benefits expenses and cost of services.
Selected EMEA Data
(dollars in millions) (a)
First Quarter
FY’27
FY’26
Fee revenue
$
227.7
$
219.0
Total revenue
$
229.6
$
220.9
Estimated remaining fees under existing contracts (b)
$
646.9
$
572.5
New business (c)
$
251.7
$
227.3
Fee earner new business productivity (d) - in thousands
$
1,790
$
1,580
Ending number of fee earners (e)
556
578
Adjusted Results (f):
First Quarter
FY’27
FY’26
Adjusted EBITDA
$
37.3
$
35.7
Adjusted EBITDA margin
16.4
%
16.3
%
___________________ (a)
Numbers may not total due to rounding.
(b)
Estimated fee revenue associated with signed contracts for which revenue has not yet been recognized.
(c)
Estimated value of an engagement awarded in the period evidenced by a signed contract.
(d)
New business divided by average number of fee earners in the period annualized.
(e)
Represents number of employees originating services.
(f)
Adjusted results exclude the following:
First Quarter
FY’27
FY’26
Integration/acquisition costs
$
—
$
0.8
Fee revenue was $227.7 million in Q1 FY'27 compared to $219.0 million in Q1 FY'26, an increase of $8.7 million or 4% year-over-year at both actual and constant currency. Fee revenue increased in all Solution groups, led by Workforce Solutions and Talent & Organizational Solutions up 8% and 4%, respectively.
Adjusted EBITDA was $37.3 million in Q1 FY'27, compared to $35.7 million in the year-ago quarter. Adjusted EBITDA increased primarily due to an increase in fee revenue, partially offset by increases in compensation and benefits expenses and cost of services.
Selected APAC Data
(dollars in millions) (a)
First Quarter
FY’27
FY’26
Fee revenue
$
86.7
$
85.5
Total revenue
$
87.5
$
86.2
Estimated remaining fees under existing contracts (b)
$
226.0
$
226.6
New business (c)
$
114.9
$
110.7
Fee earner new business productivity (d) - in thousands
$
1,620
$
1,570
Ending number of fee earners (e)
284
279
Adjusted Results:
First Quarter
FY’27
FY’26
Adjusted EBITDA
$
19.2
$
19.8
Adjusted EBITDA margin
22.2
%
23.1
%
___________________ (a)
Numbers may not total due to rounding.
(b)
Estimated fee revenue associated with signed contracts for which revenue has not yet been recognized.
(c)
Estimated value of an engagement awarded in the period evidenced by a signed contract.
(d)
New business divided by average number of fee earners in the period annualized.
(e)
Represents number of employees originating services.
Fee revenue was $86.7 million in Q1 FY'27 compared to $85.5 million in Q1 FY'26, an increase of $1.2 million or 1% (up 2% at constant currency). Fee revenue increased primarily driven by a 7% increase in Search, offset by a decline in the other Solution Groups.
Adjusted EBITDA was $19.2 million in Q1 FY'27 compared to $19.8 million in the year-ago quarter.
Outlook
Assuming no further changes in worldwide geopolitical conditions, economic conditions, financial markets and foreign exchange rates, and including the addition of AMS for September and October, on a consolidated basis:
Q2 FY’27 fee revenue is expected to be in the range of $860 million and $878 million; Q2 FY'27 adjusted EBITDA margin is expected to range from 16.8% to 17.2%; and Q2 FY’27 adjusted diluted earnings per share is expected to be in the range from $1.30 to $1.40. Adjusted diluted earnings per share includes the net after tax impact of two months of incremental intangible asset amortization, incremental net interest expense and incremental shares issued in connection with the acquisition of AMS which closed on September 1, 2026.
Consolidated adjusted EBITDA margin and consolidated adjusted diluted earnings per share are non-GAAP financial measures. The Company is not providing an outlook for consolidated net income attributable to Korn Ferry margin or consolidated diluted earnings per share, the most directly comparable GAAP measures, or a quantitative reconciliation of those GAAP measures to the corresponding non-GAAP measures. The information necessary to present those GAAP measures on a forward-looking basis is not accessible without unreasonable efforts, because the Company is not able to estimate with reasonable certainty the integration and acquisition costs it will incur in connection with the AMS acquisition during the second quarter of fiscal 2027.
Earnings Conference Call Webcast
The earnings conference call will be held today at 12:00 PM (EDT) and hosted by CEO Gary Burnison, CFO Robert Rozek, SVP Business Development & Analytics Gregg Kvochak and VP Investor Relations Tiffany Louder. The conference call will be webcast and available online at ir.kornferry.com. We will also post to the investor relations section of our website earnings slides, which will accompany our webcast, and other important information, and encourage you to review the information that we make available on our website.
About Korn Ferry
Korn Ferry is a global consulting firm that powers performance. We unlock the potential in your people and unleash transformation across your business—synchronizing strategy, operations, and talent to accelerate performance, fuel growth, and inspire a legacy of change. That’s why the world’s most forward-thinking companies across every major industry turn to us—for a shared commitment to lasting impact and the bold ambition to Be More Than.
Forward-Looking Statements
Statements in this press release and our conference call that relate to our outlook, projections, goals, strategies, future plans and expectations, including statements relating to expected labor market conditions, expected demand for and relevance of our products and services, expected results of our business diversification strategy, expected benefits and synergies from the AMS acquisition, impact of global events on our business, and other statements of future events or conditions are forward-looking statements that involve a number of risks and uncertainties. Words such as “believes”, “expects”, “anticipates”, “goals”, “estimates”, “guidance”, “may”, “should”, “could”, “will” or “likely”, and variations of such words and similar expressions are intended to identify such forward-looking statements. Readers are cautioned not to place undue reliance on such statements. Such statements are based on current expectations; actual results in future periods may differ materially from those currently expected or desired because of a number of risks and uncertainties that are beyond the control of Korn Ferry. The potential risks and uncertainties include those relating to global and local political and or economic developments in or affecting countries where we have operations, such as inflation, trade wars, interest rates, labor market conditions, global slowdowns, or recessions, competition, geopolitical tensions, including the recent Middle East conflict, shifts in global trade patterns, changes in demand for our services as a result of automation, dependence on and costs of attracting and retaining qualified and experienced consultants, impact of inflationary pressures on our profitability, our ability to maintain relationships with customers and suppliers and retaining key employees, maintaining our brand name and professional reputation, our ability to successfully integrate acquired businesses, including the operations and employees of AMS, our ability to recognize the anticipate benefits of the acquisition of AMS which may be affected by, among other things, competition, our ability to grow and manage growth profitably, our ability to maintain relationships with customers and suppliers and retain key employees, costs related to the AMS acquisition, potential legal liability and regulatory developments, portability of client relationships, consolidation of or within the industries we serve, changes and developments in government laws and regulations, evolving investor and customer expectations with regard to corporate responsibility matters, currency fluctuations in our international operations, risks related to growth, alignment of our cost structure, including as a result of recent workforce, real estate, and other restructuring initiatives, restrictions imposed by off-limits agreements, reliance on information processing systems, cyber security vulnerabilities or events, changes to data security, data privacy, and data protection laws, dependence on third parties for the execution of critical functions, limited protection of our intellectual property, our ability to enhance, develop and respond to new technology, including artificial intelligence, our ability to successfully recover from a disaster or other business continuity problems, employment liability risk, an impairment in the carrying value of goodwill and other intangible assets, treaties, or regulations on our business and our Company, deferred tax assets that we may not be able to use, our ability to develop new products and services, changes in our accounting estimates and assumptions, the utilization and billing rates of our consultants, seasonality, the use of social media platforms, the ability to effect acquisitions, resulting organizational changes, our indebtedness, and those relating to the ultimate magnitude and duration of any pandemic or outbreaks. For a detailed description of risks and uncertainties that could cause differences from our expectations, please refer to Korn Ferry’s periodic filings with the Securities and Exchange Commission. Korn Ferry disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.
Use of Non-GAAP Financial Measures
This press release contains financial information calculated other than in accordance with U.S. Generally Accepted Accounting Principles (“GAAP”). In particular, it includes:
Adjusted net income attributable to Korn Ferry, adjusted to exclude accelerated depreciation on our digital technology platform and integration/acquisition costs, net of income tax effect; Adjusted basic and diluted earnings per share, adjusted to exclude cost associated with accelerated depreciation on our digital technology platform and integration/acquisition costs, net of income tax effect; Constant currency (calculated using a quarterly average) percentages that represent the percentage change that would have resulted had exchange rates in the prior period been the same as those in effect in the current period; and Consolidated Adjusted EBITDA, which is earnings before interest, taxes, depreciation and amortization, further adjusted to exclude integration/acquisition costs when applicable, and Consolidated Adjusted EBITDA margin. This non-GAAP disclosure has limitations as an analytical tool, should not be viewed as a substitute for financial information determined in accordance with GAAP, and should not be considered in isolation or as a substitute for analysis of the Company’s results as reported under GAAP, nor is it necessarily comparable to non-GAAP performance measures that may be presented by other companies.
Management believes the presentation of non-GAAP financial measures in this press release provides meaningful supplemental information regarding Korn Ferry’s performance by excluding certain charges that may not be indicative of Korn Ferry’s ongoing operating results. These non-GAAP financial measures are performance measures and are not indicative of the liquidity of Korn Ferry. These charges, which are described in the footnotes in the attached reconciliations, represent 1) accelerated depreciation associated with the decision to sunset our digital technology platform and 2) costs associated with acquisitions, such as legal and professional fees, retention awards and on-going integration expenses. The use of non-GAAP financial measures facilitates comparisons to Korn Ferry’s historical performance. Korn Ferry includes non-GAAP financial measures because management believes they are useful to investors in allowing for greater transparency with respect to supplemental information used by management in its evaluation of Korn Ferry’s ongoing operations and financial and operational decision-making. Adjusted net income attributable to Korn Ferry, adjusted basic and diluted earnings per share and Consolidated Adjusted EBITDA, exclude certain charges that management does not consider on-going in nature and allows management and investors to make more meaningful period-to-period comparisons of the Company’s operating results. Management further believes that Consolidated Adjusted EBITDA is useful to investors because it is frequently used by investors and other interested parties to measure operating performance among companies with different capital structures, effective tax rates and tax attributes and capitalized asset values, all of which can vary substantially from company to company. In the case of constant currency percentages, management believes the presentation of such information provides useful supplemental information regarding Korn Ferry's performance as excluding the impact of exchange rate changes on Korn Ferry's financial performance allows investors to make more meaningful period-to-period comparisons of the Company’s operating results, to better identify operating trends that may otherwise be masked or distorted by exchange rate changes and to perform related trend analysis, and provides a higher degree of transparency of information used by management in its evaluation of Korn Ferry's ongoing operations and financial and operational decision-making.
KORN FERRY AND SUBSIDIARIES
CONDENSED CONSOLIDATED STATEMENTS OF INCOME
(in thousands, except per share amounts)
Three Months Ended
July 31,
2026
2025
(unaudited)
Fee revenue
$
756,496
$
708,613
Reimbursed out-of-pocket engagement expenses
8,126
6,930
Total revenue
764,622
715,543
Compensation and benefits
477,362
461,411
General and administrative expenses
80,231
63,874
Reimbursed expenses
8,126
6,930
Cost of services
83,328
77,194
Depreciation and amortization
22,195
22,686
Total operating expenses
671,242
632,095
Operating income
93,380
83,448
Other income, net
5,107
12,752
Interest expense, net
(4,342
)
(3,516
)
Income before provision for income taxes
94,145
92,684
Income tax provision
24,648
25,250
Net income
69,497
67,434
Net income attributable to noncontrolling interest
(530
)
(798
)
Net income attributable to Korn Ferry
$
68,967
$
66,636
Earnings per common share attributable to Korn Ferry:
Basic
$
1.35
$
1.28
Diluted
$
1.32
$
1.26
Weighted-average common shares outstanding:
Basic
50,351
51,466
Diluted
51,347
52,368
KORN FERRY AND SUBSIDIARIES
FINANCIAL SUMMARY BY REPORTING SEGMENT
(dollars in thousands)
(unaudited)
Three Months Ended July 31,
2026
2025
% Change
Fee revenue:
AMERICAS
Search
$
209,325
$
183,723
13.9
%
Talent & Organizational Solutions
106,853
110,061
(2.9
%)
Workforce Solutions
125,951
110,351
14.1
%
Total Americas
442,129
404,135
9.4
%
EMEA
Search
66,836
65,499
2.0
%
Talent & Organizational Solutions
115,366
111,415
3.5
%
Workforce Solutions
45,468
42,041
8.2
%
Total EMEA
227,670
218,955
4.0
%
APAC
Search
31,737
29,702
6.9
%
Talent & Organizational Solutions
37,001
37,684
(1.8
%)
Workforce Solutions
17,959
18,137
(1.0
%)
Total APAC
86,697
85,523
1.4
%
Total fee revenue
756,496
708,613
6.8
%
Reimbursed out-of-pocket engagement expenses
8,126
6,930
17.3
%
Total revenue
$
764,622
$
715,543
6.9
%
Fee revenue by Solution Group:
Search
$
307,898
$
278,924
10.4
%
Talent & Organizational Solutions
259,220
259,160
—
%
Workforce Solutions
189,378
170,529
11.1
%
Total fee revenue
$
756,496
$
708,613
6.8
%
KORN FERRY AND SUBSIDIARIES
CONDENSED CONSOLIDATED BALANCE SHEETS
(in thousands, except per share amounts)
July 31,
2026
April 30,
2026 (1)
(unaudited)
ASSETS
Cash and cash equivalents
$
800,852
$
1,095,445
Marketable securities
15,439
38,914
Receivables due from clients, net of allowance for doubtful accounts of $44,591 and $42,527 at July 31, 2026 and April 30, 2026, respectively
615,274
573,350
Income taxes and other receivables
68,265
75,410
Unearned compensation
67,215
64,421
Prepaid expenses and other assets
71,923
58,437
Total current assets
1,638,968
1,905,977
Marketable securities, non-current
234,778
247,132
Property and equipment, net
193,676
191,531
Operating lease right-of-use assets, net
170,191
170,986
Cash surrender value of company-owned life insurance policies, net of loans
304,906
289,058
Deferred income taxes
118,383
113,207
Goodwill
945,837
950,636
Intangible assets, net
39,754
45,858
Unearned compensation, non-current
140,457
118,592
Investments and other assets
29,926
31,799
Total assets
$
3,816,876
$
4,064,776
LIABILITIES AND STOCKHOLDERS' EQUITY
Accounts payable
$
50,316
$
49,682
Income taxes payable
18,718
19,573
Compensation and benefits payable
299,408
570,242
Operating lease liability, current
30,621
28,111
Other accrued liabilities
292,154
314,402
Total current liabilities
691,217
982,010
Deferred compensation and other retirement plans
531,991
510,774
Operating lease liability, non-current
163,701
164,899
Long-term debt
398,778
398,565
Deferred tax liabilities
6,607
5,723
Other liabilities
23,305
23,902
Total liabilities
1,815,599
2,085,873
Stockholders' equity
Common stock: $0.01 par value, 150,000 shares authorized, 80,165 and 79,203 shares issued and 50,790 and 50,225 shares outstanding at July 31, 2026 and April 30, 2026, respectively
276,212
284,370
Retained earnings
1,799,808
1,761,063
Accumulated other comprehensive loss, net
(81,633
)
(72,827
)
Total Korn Ferry stockholders' equity
1,994,387
1,972,606
Noncontrolling interest
6,890
6,297
Total stockholders' equity
2,001,277
1,978,903
Total liabilities and stockholders' equity
$
3,816,876
$
4,064,776
(1) information is derived from audited financial statements included in our most recently filed Form 10-K.
KORN FERRY AND SUBSIDIARIES
RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES
(dollars in thousands)
(unaudited)
Three Months Ended
2026
2025
Net income attributable to Korn Ferry
$
68,967
$
66,636
Net income attributable to non-controlling interest
530
798
Net income
69,497
67,434
Income tax provision
24,648
25,250
Income before provision for income taxes
94,145
92,684
Interest expense, net
4,342
3,516
Depreciation and amortization (1)
22,195
22,686
Integration/acquisition costs (2)
7,554
1,508
Adjusted EBITDA
$
128,236
$
120,394
Net income attributable to Korn Ferry margin
9.1
%
9.4
%
Net income attributable to non-controlling interest
0.1
%
0.1
%
Income tax provision
3.3
%
3.6
%
Interest expense, net
0.6
%
0.5
%
Depreciation and amortization (1)
2.9
%
3.2
%
Integration/acquisition costs (2)
1.0
%
0.2
%
Adjusted EBITDA margin
17.0
%
17.0
%
Net income attributable to Korn Ferry
$
68,967
$
66,636
Accelerated depreciation on digital technology platform (1)
—
1,977
Integration/acquisition costs (2)
7,554
1,508
Tax effect on the adjusted items (3)
(1,897
)
(883
)
Adjusted net income attributable to Korn Ferry
$
74,624
$
69,238
Basic earnings per common share
$
1.35
$
1.28
Accelerated depreciation on digital technology platform (1)
—
0.04
Integration/acquisition costs (2)
0.15
0.03
Tax effect on the adjusted items (3)
(0.04
)
(0.02
)
Adjusted basic earnings per share
$
1.46
$
1.33
Diluted earnings per common share
$
1.32
$
1.26
Accelerated depreciation on digital technology platform (1)
—
0.04
Integration/acquisition costs (2)
0.15
0.03
Tax effect on the adjusted items (3)
(0.04
)
(0.02
)
Adjusted diluted earnings per share
$
1.43
$
1.31
KORN FERRY AND SUBSIDIARIES
RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES - CONTINUED
Korn/Ferry (KFY - Free Report) came out with quarterly earnings of $1.43 per share, beating the Zacks Consensus Estimate of $1.35 per share. This compares to earnings of $1.31 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.93%. A quarter ago, it was expected that this staffing company would post earnings of $1.37 per share when it actually produced earnings of $1.4, delivering a surprise of +2.19%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Korn/Ferry, which belongs to the Zacks Staffing Firms industry, posted revenues of $756.5 million for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 2.90%. This compares to year-ago revenues of $708.61 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Korn/Ferry shares have added about 24.3% since the beginning of the year versus the S&P 500's gain of 12.1%.
What's Next for Korn/Ferry?While Korn/Ferry has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Korn/Ferry was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.48 on $750 million in revenues for the coming quarter and $6.04 on $3.03 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Staffing Firms is currently in the top 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Acuity (AYI - Free Report) , another stock in the broader Zacks Business Services sector, has yet to report results for the quarter ended August 2026. The results are expected to be released on October 1.
This lighting maker is expected to post quarterly earnings of $5.67 per share in its upcoming report, which represents a year-over-year change of +9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Acuity's revenues are expected to be $1.26 billion, up 3.8% from the year-ago quarter.
WASHINGTON, Sept. 09, 2026 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced the appointment of Luis Roman as a Senior Managing Director in the Construction, Projects & Assets practice within the firm’s Forensic and Litigation Consulting segment.
Mr. Roman brings more than 30 years of experience in construction and project management, including more than 25 years in construction forensics. He strengthens FTI Consulting's construction disputes capabilities, helping owners, contractors, law firms and developers resolve high-stakes claims involving schedule delays, cost overruns, productivity losses, contract disputes and damages quantification.
Mr. Roman has advised clients on projects spanning the power, energy, oil and gas, transportation, industrial, commercial and residential sectors globally. He has provided testimony and expert opinions in numerous domestic and international proceedings, including matters before the Permanent Court of Arbitration, the International Chamber of Commerce, Brazil-Canada Chamber of Commerce, Camara de Arbitraje de Santiago, American Arbitration Association and other leading arbitration forums.
In his role at FTI Consulting, Mr. Roman will support clients with construction forensics, claims and disputes, schedule analysis, delay causation, productivity assessments, cost estimating, damages quantification and expert testimony.
“Large capital projects continue to face schedule, cost and productivity pressures that can create complex disputes for owners, contractors and other stakeholders,” said Garrett Fultz, Global Leader of the Construction, Projects & Assets practice at FTI Consulting. “Luis’ experience across construction forensics, international arbitration and major infrastructure and energy projects will help clients evaluate project issues with discipline and develop fact-based approaches to dispute resolution.”
Mr. Roman is a Certified Cost Professional and Planning and Scheduling Professional. He has received international recognition for his work, including on the Lexology Index Arbitration Expert Witnesses list and in the Lexology Index Brazil report. Prior to joining FTI Consulting, he was a Managing Director at HECT Consulting and spent more than 20 years at Navigant Consulting in the Global Construction practice.
Commenting on his appointment, Mr. Roman said, “We are seeing significant investment in major capital projects across Latin America, particularly in the mining and energy sectors. With that investment comes increasingly complex projects and greater exposure to schedule delays, cost escalation, productivity challenges and contractual disputes. I look forward to bringing my experience in the region to FTI Consulting and leveraging the firm’s global expertise to help clients navigate these challenges and develop clear, fact-based approaches when disputes arise.”
About FTI Consulting
FTI Consulting, Inc. is a leading global expert firm for organizations facing crisis and transformation, with more than 8,100 employees located in 32 countries and territories as of June 30, 2026. In certain jurisdictions, FTI Consulting’s services are provided through distinct legal entities that are separately capitalized and independently managed. The Company generated $3.8 billion in revenues during fiscal year 2025. More information can be found at www.fticonsulting.com.
FTI Consulting, Inc.
555 12th Street NW
Washington, DC 20004
+1.202.312.9100
DALLAS--(BUSINESS WIRE)--USA Compression Partners, LP (NYSE: USAC) (the “Partnership”) today announced that, subject to market and other conditions, it intends to offer, with its wholly owned subsidiary, USA Compression Finance Corp., $600 million in aggregate principal amount of senior unsecured notes due 2035 in a private placement to eligible purchasers.
USA Compression Partners, LP Announces Launch of $600 Million Offering of Senior Notes
Share The Partnership intends to use the net proceeds from the offering to repay outstanding borrowings under its credit agreement and to pay the fees and expenses incurred in connection with the offering.
The notes have not been registered under the Securities Act of 1933, as amended (the “Securities Act”), or under the securities laws of any other jurisdiction. Unless they are registered, the notes may be offered only in transactions that are exempt from registration under the Securities Act and applicable state securities laws. The notes are being offered only to persons reasonably believed to be qualified institutional buyers under Rule 144A under the Securities Act and to non-U.S. persons outside the United States under Regulation S under the Securities Act. The notes will not be listed on any securities exchange or automated quotation system.
This press release does not constitute an offer to sell or a solicitation of an offer to buy the securities described herein, nor shall there be any sale of these securities in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction. The offering may be made only by means of an offering memorandum.
FORWARD-LOOKING STATEMENTS
Statements in this press release may be forward-looking statements as defined under federal law, including those related to the Partnership’s securities offering. These forward-looking statements rely on a number of assumptions concerning future events and are subject to a number of uncertainties and factors, many of which are outside the control of the Partnership, and a variety of risks that could cause results to differ materially from those expected by management of the Partnership. The Partnership undertakes no obligation to update or revise forward-looking statements to reflect changed assumptions, the occurrence of unanticipated events or changes to future operating results over time. You are cautioned not to place undue reliance on any forward-looking statements, which speak only as of the date of this press release. Known material factors that could cause the Partnership’s actual results to differ materially from the results contemplated by such forward-looking statements are described in the Partnership’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, which was filed with the Securities and Exchange Commission (the “SEC”) on February 17, 2026, as updated by Exhibit 99.1 to the Partnership’s Current Report on Form 8-K12B filed on July 6, 2026, as well as the Partnership’s subsequent filings with the SEC. You should also understand that it is not possible to predict or identify all such factors, and you should not consider these factors to be a complete statement of all potential risks and uncertainties.
NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against GoDaddy Inc. (NYSE:GDDY) and certain of the company’s senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws.
If you invested in GoDaddy, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/godaddy-class-action-lawsuit.
Key Details of the GoDaddy ($GDDY) Class Action:
Lead Plaintiff Deadline: October 26, 2026Alleged Misconduct: Securities fraud alleging GoDaddy misrepresented its customer acquisition and go-to-market strategyStock Drop: February 25, 2026 – 14.28% Stock DropCourt: U.S. District Court for the Southern District of New YorkAction: Contact BFA Law to discuss your rights Investors have until October 26, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in GoDaddy common stock. The class action is pending in the U.S. District Court for the Southern District of New York. It is captioned Johnson v. GoDaddy Inc. et al., No. 26-cv-7144.
Why is GoDaddy Being Sued for Securities Fraud?
GoDaddy is an internet domain registry, domain registrar, and web hosting company that primarily serves small businesses, entrepreneurs, and other customers seeking tools to build and manage an online presence.
According to the complaint, GoDaddy repeatedly told investors that its strategy was focused on attracting “high-intent” customers who were likely to buy more products and spend more money, while allegedly failing to disclose that it had introduced a heavily discounted $4.99 promotional offer for one-year dotcom domain contracts.
As alleged, the promotion contradicted GoDaddy’s public messaging that it had turned off front-end discounting and was not pursuing customer growth for its own sake. The complaint alleges that the promotion encouraged shorter-term, lower-value contracts, reduced upfront bookings, and rendered GoDaddy’s statements about demand, average order size, and bookings growth misleading.
Why did GoDaddy’s Stock Drop?
On February 24, 2026, after the market closed, GoDaddy disclosed that total bookings growth sharply decelerated to 5% in Q4 2025, down from 9% the prior quarter and below analyst expectations. GoDaddy also disclosed that it had expanded its go-to-market approach and introduced a promotional price for dotcom domains with a one-year term. The Company stated that the offer increased new customer volume but that the shift in term mix and promotional pricing reduced upfront bookings and near-term revenue.
On this news, GoDaddy’s stock dropped $13.18 per share, or 14.28%, from a closing price of $92.30 per share on February 24, 2026, to $79.12 per share on February 25, 2026.
Click here for more information: https://www.bfalaw.com/cases/godaddy-class-action-lawsuit.
What Can You Do?
If you invested in GoDaddy, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360, and “SuperLawyers” by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”
BFA’s notable successes include a recovery of over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
JACKSONVILLE, Fla.--(BUSINESS WIRE)--Dream Finders Homes, Inc. (“Dream Finders”) (NYSE: DFH) announced today that, in connection with the proposed acquisition of Beazer Homes USA, Inc. (“Beazer”), it is soliciting consents (the “Consent Solicitation”) from holders of Beazer's outstanding 7.500% Senior Notes due 2031 (the “2031 Notes”) and outstanding 8.000% Senior Notes due 2032 (the “2032 Notes,” and together with the 2031 Notes, the “Notes”) to an amendment (the “Proposed Amendment”) to the i.
Dream Finders Homes, Inc. (âDream Findersâ) (NYSE: DFH) announced today that, in connection with the proposed acquisition of Beazer Homes USA, Inc. (âBeaz
Second Quarter Sales Growth of 3.0%; Comparable Sales of (0.4)%
eCommerce Sales Increase of 12.8%
New Stores Comp Positive Mid Single Digits
Second Quarter Diluted GAAP EPS of $2.17; up 17.3%; Adjusted EPS of $2.31; up 19.1%
(Net Tariff Refund Impact to EPS of $0.06, including reinvestments)
Opened Three New Stores Across Pennsylvania and Tennessee
Company Affirms Sales and Raises EPS Guidance
KATY, Texas, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Academy Sports and Outdoors, Inc. (Nasdaq: ASO) (“Academy” or the “Company” ) today announced its financial results for the second quarter ended August 1, 2026.
“We delivered another quarter of profitable growth, with net sales increasing 3.0%. While consumer spending remains pressured, particularly among lower-income households, our team has continued to execute at a high level by focusing on the key events and categories that matter most to our customers," said Steve Lawrence, Chief Executive Officer. "We are reinvesting tariff-related benefits into value, expanding compelling new brands and categories, and accelerating initiatives across stores, omni-channel and loyalty. These actions are helping us gain market share, strengthen customer engagement and reinforce our confidence in achieving our fiscal 2026 sales and earnings objectives."
Second Quarter Operating Results
($ in millions, except per share data)Thirteen Weeks EndedChangeAugust 1, 2026 August 2, 2025%Net sales$1,647.3 $1,599.8 3.0%Comparable sales(0.4) % 0.2% Income before income tax$178.4 $164.8 8.3%Net income$137.9 $125.4 10.0%Adjusted net income (1)$146.5 $131.3 11.6%Earnings per common share, diluted$2.17 $1.85 17.3%Adjusted earnings per common share, diluted (1)$2.31 $1.94 19.1% (1) Adjusted net income and adjusted earnings per common share (EPS), diluted are non-GAAP measures. See "Non-GAAP Measures" and "Reconciliations of GAAP to Non-GAAP Financial Measures" below for reconciliations of non-GAAP financial measures to their most directly comparable GAAP financial measures.
Year-to-Date Operating Results($ in millions, except per share data)Twenty-Six Weeks Ended ChangeAugust 1, 2026August 2, 2025 %Net sales$3,089.3 $2,951.2 4.7%Comparable sales 1.1%(1.7) % Income before income tax$247.3 $227.9 8.5%Net Income$190.6 $171.5 11.1%Adjusted net income (1)$207.7 $182.9 13.6%Earnings per common share, diluted$2.94 $2.52 16.7%Adjusted earnings per common share, diluted (1)$3.20 $2.69 19.0% (1) Adjusted net income and Adjusted earnings per common share, diluted, are non-GAAP measures. See "Non-GAAP Measures" and "Reconciliations of GAAP to Non-GAAP Financial Measures" below for reconciliations of non-GAAP financial measures to their most directly comparable GAAP financial measures.
Twenty-Six Weeks EndedChangeBalance Sheet ($ in millions)August 1, 2026August 2, 2025%Cash and cash equivalents$298.2$300.9(0.9)%
Merchandise inventories, net (1)$1,657.4$1,587.64.4%
Long-term debt, net$494.2$481.72.6%
(1) As of August 1, 2026 inventory per store was down 5.6% in units and down 2.3% in dollars.
Twenty-Six Weeks EndedChangeCapital Allocation ($ in millions)August 1, 2026August 2, 2025%Share repurchases (1)$182.1$99.982.3%Dividends paid$19.0$17.49.2% (1) Includes excise tax fees of $1.6 million for the twenty-six weeks ended August 1, 2026 and $0.9 million for the twenty-six weeks ended August 2, 2025.
Subsequent to the end of the second quarter, Academy announced that its Board of Directors on September 2, 2026 declared a quarterly cash dividend with respect to the quarter ended August 1, 2026, of $0.15 per share of common stock. The dividend is payable on October 14, 2026, to stockholders of record as of the close of business on September 16, 2026.
New Store Openings
Academy opened three new stores during the second quarter, bringing its total to 327 locations. The Company plans to open eleven stores during the third quarter, with the remaining locations to be opened in the fourth quarter of fiscal 2026.
Academy Store Footprint Update
Time FrameTotal stores open at
beginning of the
periodNumber of stores
opened during the
periodNumber of stores
closed during the
periodTotal stores open at
end of period2nd Quarter 20253033—306FY 202529824—3222nd Quarter 20263243—327 Time Frame Total gross square
feet open at
beginning of the
period(1)Gross square feet
for stores opened
during the period(1)Gross square feet
for stores closed
during the periodTotal gross square
feet at the end of
the period(1)2nd Quarter 202520,879191 21,070FY 202520,6041,321—21,9252nd Quarter 202622,037154—22,191 (1) Figures in thousands
2026 Outlook
“Our second quarter results demonstrate the strength of the business and the discipline of our operating model. We delivered double digit EPS growth, produced strong free cash flow and continued returning capital to shareholders through both share repurchases and dividends. Importantly, we accomplished this while investing in strategic growth initiatives designed to support sustainable long-term growth,” said Carl Ford, Executive Vice President and Chief Financial Officer. “As we enter the second half of the year, our balance sheet remains strong, our growth drivers are performing well and we are well positioned to deliver within our fiscal 2026 outlook."
Academy is providing the following updated guidance for fiscal 2026 (i.e., year ending January 30, 2027), as compared to the guidance given on June 9, 2026. This guidance takes into account various factors, both internal and external, such as the expected benefits of the Company's growth initiatives, current consumer demand, the competitive environment, and potential impacts from inflation and other economic risks; actual results may differ materially.
Fiscal 2026 Guidance
June 9Updated Fiscal 2026
Guidance change
(at midpoint)(in millions, except per share amounts)Low endHigh endLow endHigh end2025
Actuals vs. 2025Net sales$6,230 $6,355 $6,230 $6,355 $6,053 4.0% Sales Growth3.0%5.0%3.0%5.0%2.0% 100.0% Comparable sales (1)—%2.0%—%2.0%(1.5)% 166.7% Gross margin rate34.5%35.0%35.5%36.0%34.8% 3.0% GAAP net income$390 $415 $390 $415 $377 6.8% Adjusted net income (2)$420 $445 $420 $445 $393 10.1% GAAP earnings per common share, diluted$5.95 $6.35 $6.05 $6.45 $5.54 12.8% Adjusted earnings per common share, diluted (2)$6.40 $6.80 $6.50 $6.90 $5.78 15.9% Diluted weighted average common shares66 66 64.5 64.5 ~68 (5.2)% Capital Expenditures$200 $240 $200 $240 $213 3.3% Adjusted free cash flow (2), (3)$250 $300 $300 $350 $263 23.6% The earnings per share estimates do not include any potential future share repurchases and assume a tax rate of approximately 22.0%.
(1) Comparable sales include stores open after thirteen full fiscal months, all e-commerce sales, and credit card revenue.
(2) Adjusted net income, adjusted earnings per common share (EPS), diluted, and adjusted free cash flow are non-GAAP measures. See "Non-GAAP Measures" and "Reconciliations of GAAP to Non-GAAP Financial Measures" below for reconciliations of non-GAAP financial measures to their most directly comparable GAAP financial measures.
(3) We have not reconciled guidance for adjusted free cash flow to the most comparable GAAP measure because it is not possible to do so without unreasonable efforts given the uncertainty and potential variability of reconciling items, which are dependent on future events and often outside of management's control and could be significant; therefore, we are unable to provide an estimate of the most closely comparable GAAP measure at this time.
Conference Call Info
Academy will host a conference call today at 10:00 a.m. Eastern Time to discuss its financial results and related matters. The call will be webcast at investors.academy.com. The following information is provided for those who would like to participate in the conference call:
U.S. callers 1-877-407-3982International callers1-201-493-6780Passcode13762096 A replay of the conference call will be available for approximately 30 days on the Company's website.
About Academy Sports + Outdoors
Academy is a leading full-line sporting goods and outdoor recreation retailer in the United States. Originally founded in 1938 as a family business in Texas, Academy has grown to more than 300 stores across 21 states and counting. Academy's mission is to provide "Fun for All" and Academy fulfills this mission with a localized merchandising strategy and value proposition that strongly connects with a broad range of consumers. Academy's product assortment focuses on key categories of outdoor, apparel, sports & recreation and footwear through both leading national brands and a portfolio of private label brands. For more information, visit www.academy.com.
Non-GAAP Measures
Adjusted EBIT, Adjusted Net Income, Adjusted Earnings per Common Share, and Adjusted Free Cash Flow have been presented in this press release as supplemental measures of financial performance that are not required by, or presented in accordance with, generally accepted accounting principles (“GAAP”). The Company believes that the presentation of these non-GAAP measures is useful to investors as they provide additional information on comparisons between periods by excluding certain items that affect overall comparability. The Company uses these non-GAAP financial measures for business planning purposes, to consider underlying trends of its business, and in measuring its performance relative to others in the market, and believes presenting these measures also provides information to investors and others for understanding and evaluating trends in the Company’s operating results or measuring performance in the same manner as the Company’s management. Non-GAAP financial measures should be considered in addition to, and not as an alternative for, the Company’s reported results prepared in accordance with GAAP. The calculation of these non-GAAP financial measures may differ from similar measures reported by other companies and may not be comparable to other similarly titled measures. For additional information on these non-GAAP financial measures, please see our Annual Report for the fiscal year ended January 31, 2026 (the "Annual Report"), filed on March 17, 2026 and our Quarterly Report for the thirteen weeks ended August 1, 2026 to be filed on September 9, 2026 ("the Quarterly Report"), which may be updated from time to time in our periodic filings with the Securities and Exchange Commission (the "SEC"), which are accessible on the SEC's website at www.sec.gov.
See “Reconciliations of GAAP to Non-GAAP Financial Measures” below for reconciliations of non-GAAP financial measures presented in this press release to their most directly comparable GAAP financial measures.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements are based on Academy’s current expectations and are not guarantees of future performance. Forward-looking statements may incorporate words such as “believe,” “expect,", "anticipate," “forward,” “ahead,” “opportunities,” “plans,” “priorities,” “goals,” “future,” “short/long term,” “will,” “should,” or the negative version of these words or other comparable words. The forward-looking statements in this press release include, among other things, statements regarding the Company’s fiscal 2026 outlook under the caption "2026 Outlook," the Company's strategic plans and financial objectives, including the implementation of such plans, the growth of the Company's business and operations, including the opening of new stores and the expansion into new markets, the Company's payment of dividends, including the timing and the amount thereof, share repurchases by the Company, and the Company's expectations regarding its future performance and future financial condition are subject to various risks, uncertainties, assumptions, or changes in circumstances that are all difficult to predict or quantify. Actual results may differ materially from these expectations due to changes in global, regional, or local economic, business, competitive, market, regulatory, environmental, and other factors that could affect overall consumer spending or our industry, including the possible effects of ongoing macroeconomic challenges, inflation and higher interest rates, trade policy changes or additional tariffs, geopolitical tensions, or changes to the financial health of our customers, many of which are beyond Academy's control. These and other important factors that could cause actual results to differ materially from those in the forward-looking statements are set forth in Academy's filings with the SEC, including the Annual Report, under the caption "Part 1A. Risk Factors," as may be updated from time to time in our periodic filings with the SEC. Any forward-looking statement in this press release speaks only as of the date of this release. Academy undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as may be required by any applicable securities laws.
Investor ContactMedia ContactDan AldridgeMeredith KleinVP, Investor RelationsVP, Communications832-739-4102346-823-6615dan.aldridge@[email protected] ACADEMY SPORTS AND OUTDOORS, INC.CONSOLIDATED STATEMENTS OF INCOME(Unaudited)(Amounts in thousands, except per share data) Thirteen Weeks Ended August 1, 2026 Percentage of
Sales(1) August 2, 2025 Percentage of
Sales (1)Net sales$1,647,285 100.0% $1,599,838 100.0%Cost of goods sold 981,383 59.6% 1,023,105 64.0%Gross margin 665,902 40.4% 576,733 36.0%Selling, general and administrative expenses 419,539 25.5% 404,352 25.3%Operating income 246,363 15.0% 172,381 10.8%Interest expense, net 8,056 0.5% 9,028 0.6%Loss on early retirement of debt 1,902 0.1% — —%Other expense (income), net 58,006 3.5% (1,480) (0.1)%Income before income taxes 178,399 10.8% 164,833 10.3%Income tax expense 40,502 2.5% 39,399 2.5%Net income$137,897 8.4% $125,434 7.8% Earnings Per Common Share: Basic$2.21 $1.89 Diluted$2.17 $1.85 Weighted Average Common Shares Outstanding: Basic 62,292 66,539 Diluted 63,551 67,689 (1) Column may not add due to rounding
ACADEMY SPORTS AND OUTDOORS, INC.
CONSOLIDATED STATEMENTS OF INCOME
(Unaudited)
(Amounts in thousands, except per share data)
Twenty-Six Weeks Ended August 1, 2026 Percentage of
Sales(1) August 2, 2025 Percentage of
Sales (1)Net sales$3,089,288 100.0% $2,951,247 100.0%Cost of goods sold 1,944,038 62.9% 1,915,645 64.9%Gross margin 1,145,250 37.1% 1,035,602 35.1%Selling, general and administrative expenses 824,232 26.7% 793,956 26.9%Operating income 321,018 10.4% 241,646 8.2%Interest expense, net 17,043 0.6% 18,072 0.6%Loss on early retirement of debt 1,902 0.1% — —%Other expense (income), net 54,785 1.8% (4,287) (0.1)%Income before income taxes 247,288 8.0% 227,861 7.7%Income tax expense 56,688 1.8% 56,343 1.9%Net income$190,600 6.2% $171,518 5.8% Earnings Per Common Share: Basic$3.01 $2.57 Diluted$2.94 $2.52 Weighted Average Common Shares Outstanding: Basic 63,362 66,831 Diluted 64,892 68,043 (1) Column may not add due to rounding
ACADEMY SPORTS AND OUTDOORS, INC.
CONSOLIDATED BALANCE SHEETS
(Unaudited)
(Amounts in thousands, except per share data)
August 1, 2026 January 31, 2026 August 2, 2025ASSETS CURRENT ASSETS: Cash and cash equivalents$298,213 $330,320 $300,860Accounts receivable - less allowance for doubtful accounts of $1,592, $1,792 and $1,874, respectively 22,955 34,755 19,181Merchandise inventories, net 1,657,442 1,503,756 1,587,624Prepaid expenses and other current assets 89,897 82,457 78,257Assets held for sale 2,957 2,957 —Total current assets 2,071,464 1,954,245 1,985,922 PROPERTY AND EQUIPMENT, NET 631,834 584,103 584,045RIGHT-OF-USE ASSETS 1,292,724 1,234,246 1,206,207TRADE NAME 579,972 579,766 579,330GOODWILL 861,920 861,920 861,920OTHER NONCURRENT ASSETS 70,234 62,756 58,559Total assets$5,508,148 $5,277,036 $5,275,983 LIABILITIES AND STOCKHOLDERS' EQUITY CURRENT LIABILITIES: Accounts payable$751,560 $637,854 $803,309Accrued expenses and other current liabilities 302,513 243,908 266,021Current lease liabilities 134,390 147,491 139,678Current maturities of long-term debt — 3,000 3,000Total current liabilities 1,188,463 1,032,253 1,212,008 LONG-TERM DEBT, NET 494,158 480,793 481,738LONG-TERM LEASE LIABILITIES 1,340,337 1,261,167 1,217,217DEFERRED TAX LIABILITIES, NET 285,589 300,654 270,502OTHER LONG-TERM LIABILITIES 21,168 30,792 19,368Total liabilities 3,329,715 3,105,659 3,200,833 COMMITMENTS AND CONTINGENCIES STOCKHOLDERS' EQUITY : Preferred stock, $0.01 par value, authorized 50,000,000 shares; none issued and outstanding — — —Common stock, $0.01 par value, authorized 300,000,000 shares; 62,028,664; 64,945,953 and 66,625,266 issued and outstanding as of August 1, 2026, January 31, 2026 and August 2, 2025, respectively. 620 649 666Additional paid-in capital 258,973 256,351 255,517Retained earnings 1,918,840 1,914,377 1,818,967Stockholders' equity 2,178,433 2,171,377 2,075,150Total liabilities and stockholders' equity$5,508,148 $5,277,036 $5,275,983 ACADEMY SPORTS AND OUTDOORS, INC.
CONSOLIDATED STATEMENTS OF CASH FLOWS
(Unaudited)
(Amounts in thousands)
Twenty-Six Weeks Ended August 1, 2026 August 2, 2025CASH FLOWS FROM OPERATING ACTIVITIES: Net income$190,600 $171,518 Adjustments to reconcile net income to net cash provided by operating activities: Depreciation and amortization 61,205 61,171 Non-cash lease expense 7,591 22,487 Equity compensation 20,419 15,144 Amortization of deferred loan and other costs 1,305 1,292 Deferred income taxes (15,065) 13,686 Loss on early retirement of debt 1,902 — Loss on tariff refund monetization 61,759 — Changes in assets and liabilities: Accounts receivable, net 11,799 (2,421)Merchandise inventories, net (153,686) (278,784)Prepaid expenses and other current assets (18,995) 15,311 Other noncurrent assets (5,205) (7,617)Accounts payable 116,027 178,381 Accrued expenses and other current liabilities 21,534 29,395 Income taxes payable 46,991 7,526 Other long-term liabilities 841 8,958 Net cash provided by operating activities 349,022 236,047 CASH FLOWS FROM INVESTING ACTIVITIES: Capital expenditures (111,258) (107,576)Purchases of intangible assets (206) (323)Net cash used in investing activities (111,464) (107,899) CASH FLOWS FROM FINANCING ACTIVITIES: Repayment of Term Loan (85,750) (1,500)Proceeds from Senior Notes 500,000 — Repayment of Senior Notes (400,000) — Debt refinancing fees (9,364) — Proceeds from exercise of stock options 805 2,646 Proceeds from issuance of common stock under employee stock purchase 2,828 2,781 Taxes paid related to net share settlement of equity awards (6,499) (3,748)Repurchase of common stock for retirement (180,505) (99,031)Dividends paid (18,956) (17,365)Remittance of tariff refund claims (72,224) — Net cash used in financing activities (269,665) (116,217) NET (DECREASE) INCREASE IN CASH AND CASH EQUIVALENTS (32,107) 11,931 CASH AND CASH EQUIVALENTS AT BEGINNING OF PERIOD 330,320 288,929 CASH AND CASH EQUIVALENTS AT END OF PERIOD$298,213 $300,860 ACADEMY SPORTS AND OUTDOORS, INC.
RECONCILIATIONS OF GAAP TO NON-GAAP FINANCIAL MEASURES
(Unaudited)
(Amounts in thousands)
Adjusted EBIT
We define “Adjusted EBIT” as net income (loss) before interest expense, net, income tax expense and other adjustments included in the table below. We describe these adjustments reconciling net income (loss) to Adjusted EBIT in the following table (amounts in thousands):
Thirteen Weeks Ended Twenty-Six Weeks Ended August 1, 2026 August 2, 2025 August 1, 2026 August 2, 2025 Net income
$137,897 $125,434 $190,600 $171,518 Interest expense, net
8,056 9,028 17,043 18,072 Income tax expense
40,502 39,399 56,688 56,343 Equity compensation (a)
9,319 7,602 20,419 15,144 Loss on early retirement of debt
1,902 — 1,902 — Adjusted EBIT
$197,676 $181,463 $286,652 $261,077 (a)Represents non-cash charges related to equity based compensation, which vary from period to period depending on certain factors such as the timing and valuation of awards, achievement of performance targets and equity award forfeitures.
Adjusted Net Income and Adjusted Earnings Per Common Share
We define “Adjusted Net Income” as net income (loss) plus other adjustments included in the table below, less the tax effect of these adjustments. We define “Adjusted Earnings per Common Share, Basic” as Adjusted Net Income divided by the basic weighted average common shares outstanding during the period and “Adjusted Earnings per Common Share, Diluted” as Adjusted Net Income divided by the diluted weighted average common shares outstanding during the period. We describe these adjustments reconciling net income (loss) to Adjusted Net Income, and Adjusted Earnings Per Common Share in the following table (amounts in thousands, except per share data):
Thirteen Weeks Ended Twenty-Six Weeks Ended August 1, 2026 August 2, 2025 August 1, 2026 August 2, 2025 Net income$137,897 $125,434 $190,600 $171,518 Equity compensation (a) 9,319 7,602 20,419 15,144 Loss on early retirement of debt 1,902 — 1,902 — Tax effects of these adjustments (b) (2,612) (1,717) (5,196) (3,745) Adjusted Net Income$146,506 $131,319 $207,725 $182,917 Earnings per common share: Basic$2.21 $1.89 $3.01 $2.57 Diluted$2.17 $1.85 $2.94 $2.52 Adjusted earnings per common share: Basic$2.35 $1.97 $3.28 $2.74 Diluted$2.31 $1.94 $3.20 $2.69 Weighted average common shares outstanding: Basic 62,292 66,539 63,362 66,831 Diluted 63,551 67,689 64,892 68,043 (a)Represents non-cash charges related to equity based compensation, which vary from period to period depending on certain factors such as the timing and valuation of awards, achievement of performance targets and equity award forfeitures.
(b)Represents the estimated tax effect of the total adjustments made to arrive at Adjusted Net Income.
Adjusted Net Income and Adjusted Earnings Per Common Share, Diluted, Guidance Reconciliation (amounts in millions, except per share data)
Low Range* High Range* Fiscal Year Ending
January 31, 2027 Fiscal Year Ending
January 31, 2027 Net Income$390 $415 Equity compensation (a) 30 30 Adjusted Net Income$420 $445 Earnings Per Common Share, Diluted$6.05 $6.45 Equity compensation (a) 0.45 0.45 Adjusted Earnings Per Common Share, Diluted$6.50 $6.90 *Amounts presented have been rounded. (a)Adjustments include non-cash charges related to equity-based compensation (as defined above), which may vary from period to period. These amounts are also tax affected. Adjusted Free Cash Flow
We define “Adjusted Free Cash Flow” as net cash provided by (used in) operating activities less net cash used in investing activities. We describe these adjustments reconciling net cash provided by operating activities to adjusted free cash flow in the following table (amounts in thousands):
Thirteen Weeks Ended Twenty-Six Weeks Ended August 1, 2026 August 2, 2025 August 1, 2026 August 2, 2025 Net cash provided by operating activities (a)$188,416 $78,575 $349,022 $236,047 Net cash used in investing activities (72,467) (56,911) (111,464) (107,899) Adjusted Free Cash Flow$115,949 $21,664 $237,558 $128,148 (a)Net cash provided by operating activities includes the impact of tariff refunds in the 2026 second quarter.
Shelton, CT, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Hubbell Incorporated (NYSE: HUBB) today announced that Gerben Bakker, Chairman and Chief Executive Officer, will appear at the Morgan Stanley 2026 Laguna Conference. The event will be webcast and is scheduled to begin at 10:45AM PT on Thursday, September 17, 2026.
The live audio of the event will be available and can be accessed by visiting Hubbell's Investor Relations section. You can also access this information by going to www.hubbell.com and selecting "Investors" from the options at the bottom of the page and then "Events/Presentations" from the drop-down menu. The audio will be archived 24 hours after the event and can be accessed by going to www.hubbell.com and selecting "Investors" from the options at the bottom of the page and then "Events/Presentations" from the drop-down menu, then selecting "Past Events".
About the Company
Hubbell Incorporated is a leading manufacturer of utility and electrical solutions enabling customers to operate critical infrastructure safely, reliably and efficiently. With 2025 revenues of $5.8 billion, Hubbell solutions electrify economies and energize communities. The corporate headquarters is located in Shelton, CT.
Ropa se vrátila nad magickou hranici 100 dolarů za barel, výnosy amerických dluhopisů rostou a do toho přichází nové IPO a konkurence o kapitál sílí. Makléř Patria Finance Martin Uher v novém díle Trader's Talk popisuje, kde podle něj mohou investoři čekat první varovné signály, a přidává konkrétní tipy z USA a Evropy.
Patria Podcasts · Ropa nad 100 dolary, ČEZ útočí na rekord a kde hledat příležitosti" target="_blank" style="color: #cccccc; text-decoration: none;">Traders Talk: Ropa nad 100 dolary, ČEZ útočí na rekord a kde hledat příležitosti
Další videorozhovory Patria.cz naleznete na Youtube kanálu Patria.cz.
Obsah:
00:23 Ropa nad 100 dolary
03:48 Neustále rostoucí výnosy dluhopisů
08:31 Investiční tipy v USA a Evropě
10:33 ČEZ se blíží rekordu, CSG padá
Ropa nad 100 dolary je hlavně geopolitický signál
Růst ceny ropy nad 100 dolarů za barel je podle makléře Martina Uhera především důsledkem geopolitiky. Samotná hranice 100 dolarů má podle něj spíš psychologický a mediální význam než zásadní tržní relevanci. „Je to zajímavé hlavně mediálně. Pro ten trh je to číslo jako každé jiné,“ říká Uher. Pro investory je proto podle něj důležitější sledovat spíše trend než samotné překročení kulaté hranice.
Současně Spojené státy podle něj změnily strategii a ve válce s Íránem se zaměřují mimo jiné na ropné tankery, sklady a terminály. Takový postup snižuje množství ropy dostupné pro trh, a zároveň představuje způsob, jak omezit riziko zásahu jiných cílů.
Dluhopisy zatím nevarují, aukce ale budou důležité
Druhým velkým tématem jsou rostoucí výnosy dluhopisů. U desetiletých amerických státních dluhopisů zatím Uher nevidí důvod k panice. Úrovně, ke kterým se výnosy nyní dostávají, trhy podle něj zažily už v minulých letech. U třicetiletých dluhopisů je situace o něco napjatější, stále však nejde o signál bezprostředního problému.
Mnohem důležitější bude podle něj sledovat samotné aukce státních dluhopisů. Pokud by se začaly objevovat výrazné rozdíly mezi cenami na trhu a výsledky aukcí nebo by byl problém nové emise vůbec upsat, mohlo by jít o první skutečné varování. „Potom si myslím, že bychom nějaké první náznaky, ať už menší nebo větší paniky, mohli sledovat,“ říká Uher. K tlaku na dluhopisový trh se navíc přidávají nové emise korporátních dluhopisů a chystající se obří IPO.
Fed může sazby zvýšit už brzy
Vývoj dluhopisových výnosů souvisí také s očekáváním kolem americké centrální banky. Trh podle Uhera aktuálně přisuzuje nejbližšímu zasedání více než padesátiprocentní pravděpodobnost zvýšení sazeb, konkrétně kolem 60 procent. „Myslím, že jisté je, že buď teď, nebo na tom příštím zasedání zvýšení sazeb uvidíme,“ říká. Nejistotu podle něj zvyšuje také nový předseda Fedu, který není příliš sdílný.
Broadcom po skvělém výhledu propadl
Na americkém trhu Uher zůstává pozitivní především na Broadcom. Společnost podle něj představila mimořádně silný výhled, přesto akcie bezprostředně po výsledcích výrazně klesly. „Broadcom překvapil naprosto brutálním výhledem. A nás zase potom překvapila tržní reakce, která byla negativní,“ říká Uher.
Uher připouští, že největší příležitost už možná pominula, ale Broadcom podle něj zůstává atraktivní kombinací sázky na umělou inteligenci a rozumné valuace. „Akcie se mi líbí. Je to sázka na umělou inteligenci, valuačně mi Broadcom smysl dává,“ říká.
V Evropě láká Aixtron
Další zajímavou příležitost vidí Uher v Evropě. Německý AIXTRON už delší dobu patří na seznam Investičních tipů Patrie, ale po poklesu z rekordních úrovní podle něj znovu nabízí zajímavější vstup. Firma se zaměřuje na technologii nanášení velmi jemných a precizních vrstev při výrobě polovodičů.
ČEZ útočí na maxima, CSG naopak vyklesal na hladinu podpory
Na domácím trhu Uhera překvapil ČEZ, který se přiblížil historickým maximům z roku 2007. Podle něj je zajímavé především to, že o titul mají stále zájem spekulanti i investoři.
Opačný příběh nabízí CSG. Akcie nedokázaly udržet úrovně kolem 20 eur a vrátily se do pásma 16–17 eur. Uher ale současný pokles nevnímá jako důvod k panice. Technicky se titul podle něj nachází na supportu a při dlouhodobém pohledu může jít o zajímavou příležitost. „Pokud chci CSG hrát dlouhodobě, tak si mohu opět přikoupit,“ říká.
Zároveň však doporučuje výraznou opatrnost u krátkodobých spekulací. Klíčem bude podle něj především obnovení důvěry investorů a další výsledky společnosti. „U CSG za mě je to rozhodně běh na dlouhou trať a krátkodobě nebo spekulativně bych se do toho stále nepouštěl,“ uzavírá Uher.
ROUND LED BY AUTONOMOUS VEHICLE TECHNOLOGY LEADER MOBILEYE
, /PRNewswire/ -- Beep, Inc., a leading U.S. provider of autonomous mobility solutions, today announced the close of a Series B funding round, bringing its total capital raised to approximately $130 million. The round was led by Mobileye, a global leader in autonomous vehicle technology and advanced driver-assistance systems, with participation from existing investors.
The new capital will help Beep scale and expand its mobility-as-a-service offerings, deepen its work with technology and public-sector partners, and continue deployment of its AI-driven AutonomOS platform, which builds upon Beep's years of expertise as an AV operator to reduce the complexity required for the management and orchestration of Physical AI networks in transportation.
"Mobileye and Beep have been working closely on AV deployment projects, and our excitement for the future of improving transportation through applied physical AI on the road has never been greater," said Kobi Ohayon, Chief Operations Officer at Mobileye. "Beep plays an essential role in the emerging AV ecosystem across the United States, and its deployment platform will become increasingly important as more AV services come to market across vehicle types and business models."
Mobileye's investment reflects a shared strategic vision for bringing a range of autonomous mobility models, from fixed-route services to on-demand microtransit, to commercial scale in the United States in response to clear customer demand.
"This strategic investment round, led by Mobileye and supported by our longstanding investor partners, positions Beep to deliver fully on its vision," said Kevin Reid, CEO and Chairman of Beep. "The investment enables us to strengthen and expand our shared autonomous mobility solutions, helping communities move people in ways that are safer, smarter, and more connected."
For Beep, the round marks both a financial milestone and a validation of the company's position as the essential transit partner for modern mobility, delivering real-world autonomous service operations enabled by leading-edge technology.
About Beep, Inc.
Beep, Inc. delivers the next generation of autonomous mobility networks through its mobility-as-a-service offerings and AutonomOS mobility operating system. Specializing in planning, deploying, and managing autonomous transportation networks, Beep connects people, places, goods, and services with solutions designed to improve safety, reduce congestion, and expand access to mobility. Leveraging artificial intelligence and real-world operational experience, Beep's U.S.-domiciled, human-in-the-loop platform enables scalable and reliable autonomous transit deployments across public and private communities.
Media Contact: Alex Poirot, [email protected]
About Mobileye
Mobileye (Nasdaq: MBLY) leads the mobility revolution with autonomous driving and driver-assistance technologies, harnessing world-renowned expertise in artificial intelligence, computer vision and integrated software and hardware. Since its founding in 1999, Mobileye has enabled the global adoption of advanced driver-assistance systems that save countless lives and reduce crashes, while pioneering technologies such as REM™ crowdsourced road intelligence, Imaging Radar and Compound AI. In 2026, Mobileye acquired Mentee Robotics to pursue the future of physical AI and humanoid robots. More than 250 million vehicles worldwide have been built with Mobileye's EyeQ technology inside. Since 2022, Mobileye has been listed independently from Intel (Nasdaq: INTC), which retains majority ownership. For more information, visit www.mobileye.com.
Tencent-backed AI chipmaker Shanghai Enflame Technology (688801.SS) will make its Shanghai stock market debut on September 11, an exchange filing showed on Wednesday.
Enflame, one of China's leading AI chip startups known locally as the "four little GPU dragons", raised 6.12 billion yuan ($912 million) by selling 43 million new shares at 142.18 yuan each in the initial public offering, the filing showed.
The offer price values Enflame at about 61.19 billion yuan ($9.12 billion), according to the filing. Only 4.16% of Enflame's post-offering shares, or 17.9 million shares, will be available for trading when it lists on Shanghai's tech-focused STAR Market.
Enflame, which develops and sells chips and related products used in AI computing, forecast a January to September net loss of 700 million yuan to 860 million yuan, narrowing from 887.8 million yuan a year earlier.
It forecast revenue of 2.3 billion yuan to 3 billion yuan, up 326% to 455%, the filing showed.
Enflame said it expects to break even or turn a profit in 2026 or 2027, depending on revenue and profit margins.
Tencent will hold a 17.95% stake after the IPO, making it Enflame's biggest shareholder, the filing showed. Tencent was also Enflame's largest end customer in 2025, accounting for 83.79% of its revenue, the filing showed.
2 gene-editing stocks reshaping hereditary disease treatments Editas Medicine NASDAQ: EDIT is preparing to begin a first-in-human study of EDIT-401, an in vivo CRISPR-edited medicine designed to lower LDL cholesterol in patients with heterozygous familial hypercholesterolemia, Chief Executive Officer Gilmore O’Neill said during a Wells Fargo discussion.
O’Neill said the company is focused entirely on in vivo CRISPR-edited medicines and is prioritizing programs that could produce differentiated efficacy, use capabilities unique to gene editing and offer measurable biomarkers for early clinical proof of concept. The company is also emphasizing manufacturing costs and accessibility, he said, noting that Editas no longer develops cell-based therapies.
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EDIT-401 Targets LDL Receptor Expression Are Gene Therapy Stocks The Market's Next Big Winners?EDIT-401 is intended to increase production of the LDL receptor in liver cells, allowing the receptor to remove more LDL cholesterol from the bloodstream. The treatment is designed as a single intravenous infusion.
According to O’Neill, EDIT-401 reduced LDL cholesterol, lipoprotein(a), or Lp(a), and apolipoprotein B by a mean of 90% in non-human primates. The company said it has observed at least a sixfold increase in LDL receptor expression in the livers of non-human primates.
The program was informed by naturally occurring gain-of-function variants observed in Icelandic and French families. Those variants involve deletions in the three-prime untranslated region of the LDLR gene, which can stabilize messenger RNA and support increased LDL receptor protein production. Editas selected guide RNAs intended to create a comparable, but not identical, deletion.
O’Neill said the company’s preclinical findings suggest that editing roughly 15% of alleles could produce substantial cholesterol lowering in non-human primates. Company modeling indicates that most of the editing at that level is monoallelic rather than biallelic, meaning the company may not need to edit the entire hepatocyte population to achieve the desired effect.
Clinical Study Planned in Australia Editas has submitted documents to human research ethics committees in Australia and is in discussions with those committees, O’Neill said. The company remains on track to dose the first patients this year.
The Phase 1 trial is expected to enroll patients with heterozygous familial hypercholesterolemia who remain above LDL cholesterol targets despite intensive standard-of-care treatment. The study will have two parts:
Part 1 will use serial dose-escalation cohorts under a 3+3 design, with at least three participants per cohort and the option to enroll three additional patients if warranted. The company anticipates at least four cohorts in Part 1. Part 2 will expand the selected dose into a broader patient population. O’Neill said Editas expects to share safety data in the first quarter of 2027 and aims to report top-line data from Part 1 later in 2027. The company expects to enter the U.S. in 2027, following what O’Neill described as constructive pre-IND interactions with the Food and Drug Administration. He said the main limiting factor for U.S. entry is preparing manufacturing documentation.
The company expects a roughly three-to-one dose translation from non-human primates to humans, based on available experience across in vivo editing programs. O’Neill said a 1.5 mg/kg non-human primate dose could translate to an approximate 0.5 mg/kg to 0.6 mg/kg human dose, though clinical results will determine the ultimately effective dose.
Safety and Lp(a) Considerations Editas is working with Genevant on a lipid nanoparticle, or LNP, delivery system for EDIT-401. O’Neill said the LNP is unique to the program, though most of its components have previously been used in humans. In preclinical toxicology studies, the company observed minimal liver-enzyme increases at therapeutically relevant doses, with transaminase changes comparable with saline control animals. At higher doses, liver-enzyme increases resolved within days and returned to normal range within a week or less, he said.
O’Neill said recent results from Novartis’ HORIZON study do not alter Editas’ strategy. He characterized the Lp(a) reduction associated with EDIT-401 as an additional potential benefit, while emphasizing that the company’s primary objective is substantial LDL cholesterol lowering. He also said genetic and clinical evidence supports lowering LDL cholesterol to very low levels in high-risk patients.
Cash Runway and Pipeline Chief Financial Officer Amy Parison said Editas ended the third quarter with $212 million in cash and expects its cash runway to extend into the second half of 2028. She said the company plans to direct capital toward advancing EDIT-401 through both parts of its Phase 1 study and establishing proof of concept in humans.
Beyond EDIT-401, O’Neill said Editas has an in vivo hematopoietic stem cell program in discovery and other early-stage gain-of-function editing programs. The company chose to prioritize EDIT-401 last summer, he said, while continuing to optimize its earlier programs. O’Neill added that future liver-targeted programs could potentially leverage the LNP, messenger RNA and manufacturing work developed for EDIT-401.
About Editas Medicine (NASDAQ:EDIT)Editas Medicine is a clinical-stage biotechnology company focused on translating the power of gene editing into a new class of transformative genomic medicines. Founded in 2013 and headquartered in Cambridge, Massachusetts, the company leverages proprietary CRISPR/Cas9 and CRISPR/Cas12a (Cpf1) platforms to develop therapies aimed at correcting disease-causing genetic mutations. Editas Medicine's research and development efforts span multiple therapeutic areas, including inherited retinal diseases, hemoglobinopathies, and oncology.
The company's pipeline includes EDIT-101, a lead candidate designed to treat Leber congenital amaurosis type 10 (LCA10), which has entered early-stage clinical trials, and EDIT-301, targeting sickle cell disease and β-thalassemia using an ex vivo editing approach.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Bank of New York Mellon Corp bought a new position in Oxford Industries, Inc. (NYSE:OXM – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 58,725 shares of the textile maker’s stock, valued at approximately $2,048,000. Bank of New York Mellon Corp owned approximately 0.39% of Oxford Industries at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Heartland Advisors Inc. grew its holdings in shares of Oxford Industries by 40.7% in the 1st quarter. Heartland Advisors Inc. now owns 211,093 shares of the textile maker’s stock worth $8,129,000 after acquiring an additional 61,093 shares during the last quarter. Bank of America Corp DE lifted its holdings in shares of Oxford Industries by 21.8% during the first quarter. Bank of America Corp DE now owns 407,094 shares of the textile maker’s stock valued at $15,677,000 after purchasing an additional 72,999 shares during the last quarter. Punch & Associates Investment Management Inc. acquired a new position in shares of Oxford Industries in the first quarter worth about $4,754,000. Deprince Race & Zollo Inc. purchased a new stake in Oxford Industries in the 1st quarter worth about $4,658,000. Finally, Versor Investments LP purchased a new position in shares of Oxford Industries during the 4th quarter valued at $492,000. 91.16% of the stock is owned by institutional investors and hedge funds.
Oxford Industries Stock Up 2.5% Oxford Industries stock opened at $31.63 on Wednesday. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.17 and a quick ratio of 0.56. Oxford Industries, Inc. has a fifty-two week low of $28.20 and a fifty-two week high of $51.61. The firm has a fifty day moving average price of $37.17 and a two-hundred day moving average price of $39.06. The firm has a market cap of $472.19 million, a price-to-earnings ratio of -62.01 and a beta of 1.06.
Oxford Industries (NYSE:OXM – Get Free Report) last posted its quarterly earnings data on Thursday, September 3rd. The textile maker reported $1.34 EPS for the quarter, topping analysts’ consensus estimates of $1.31 by $0.03. Oxford Industries had a positive return on equity of 4.88% and a negative net margin of 0.46%.The business had revenue of $394.38 million for the quarter, compared to analyst estimates of $394.55 million. During the same period in the previous year, the company posted $1.26 earnings per share. The firm’s revenue for the quarter was down 2.2% on a year-over-year basis. Oxford Industries has set its Q3 2026 guidance at -1.400–1.200 EPS and its FY 2026 guidance at 1.600-2.000 EPS. As a group, analysts forecast that Oxford Industries, Inc. will post 1.8 earnings per share for the current year. Oxford Industries Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Friday, October 16th will be given a $0.70 dividend. This represents a $2.80 annualized dividend and a dividend yield of 8.9%. The ex-dividend date of this dividend is Friday, October 16th. Oxford Industries’s dividend payout ratio is currently -549.02%.
Analysts Set New Price Targets Several analysts have commented on OXM shares. Weiss Ratings reissued a “sell (d+)” rating on shares of Oxford Industries in a research report on Wednesday, July 8th. Wall Street Zen raised shares of Oxford Industries from a “sell” rating to a “hold” rating in a research report on Saturday, May 30th. Zacks Research upgraded Oxford Industries from a “strong sell” rating to a “hold” rating in a report on Tuesday, May 26th. BTIG Research reaffirmed a “neutral” rating on shares of Oxford Industries in a research report on Friday. Finally, Truist Financial lowered their price objective on Oxford Industries from $40.00 to $33.00 and set a “hold” rating on the stock in a report on Friday. Seven equities research analysts have rated the stock with a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Oxford Industries currently has a consensus rating of “Reduce” and an average price target of $35.25.
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Insider Activity In related news, CEO Thomas Chubb, III bought 2,500 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The shares were acquired at an average price of $36.90 per share, with a total value of $92,250.00. Following the completion of the transaction, the chief executive officer owned 30,200 shares of the company’s stock, valued at $1,114,380. The trade was a 9.03% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 6.50% of the company’s stock.
(Free Report)
Oxford Industries, Inc, incorporated in 1942 and headquartered in Atlanta, Georgia, is a leading designer, marketer and distributor of high-quality men’s and women’s lifestyle apparel and accessories. The company’s product portfolio features a mix of owned brands and licensed partnerships that span casual, resort and performance categories. Key owned brands include Tommy Bahama, renowned for its island-inspired menswear and women’s sportswear, and Southern Tide, which offers coastal-focused clothing and footwear.
Further Reading Five stocks we like better than Oxford Industries Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding OXM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Oxford Industries, Inc. (NYSE:OXM – Free Report).
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Looking at opinions across Wall Street of lululemon athletica inc. NASDAQ: LULU, it seems clear that the stock is in trouble. Not only do shares have just a single Buy rating compared to 27 total Hold or Sell ratings, but recent weeks have brought an onslaught of lowered price targets and reiterated negative views of the stock. Investors subscribing to these same beliefs might see headwinds like slowing growth in Asia, a major leadership change with a new CEO in September, and poor visibility in the company's attempts at making a turnaround.
Expanding the view to encompass a broader cross-section of the premium athletic and apparel brands space, though, it may become clearer that companies working in the same consumer environment can nonetheless yield totally different results. Investors looking for industry-wide issues might be inclined to view lululemon's company-specific problems as indicative of other concerns, whether or not they actually exist.
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Lululemon’s Turnaround Has Real Problemslululemon athletica Today
LULU
lululemon athletica
$103.19 +2.58 (+2.56%)
As of 09/8/2026 04:00 PM Eastern
$97.99▼
$225.988.45
$116.46
Despite efforts to overcome a number of significant challenges, lululemon has so far struggled to do so. Q2 2026 revenue fell on a year-over-year (YOY) basis, and worse still was the fact that comparable sales were down 10% over the same period. The company's business in China, long seen as a bright spot and potential source of momentum, seemed to falter; China mainland sales climbed by only 4% YOY, which actually reflects a decline of 2% in constant currency.
Add to the mix lowered guidance, inconsistent demand, a 20% YOY decline in leggings sales and a drop in accessories sales that was only slightly better, and some costly PR missteps amid a major leadership transition, and the company's pessimistic analyst rating appears fairly well-deserved.
With a new CEO arriving in September, lululemon faces execution risk with an incoming leader forced to deal with a significantly challenging environment as the company attempts a brand repair.
On Holding Seems to Be in a Similar Boat, But May Present More Reasons for OptimismON Today
$27.25 -0.74 (-2.65%)
As of 09/8/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
$27.10▼
$51.0818.54
$46.78
Looking to lululemon's rivals, high-end athletic footwear brand On Holding AG NYSE: ONON would seem to be in a similar situation. Aug. 11, 2026 was the worst trading day in the company's history since going public five years ago, with shares falling by more than 20% in a single trading session.
The plummeting share price coincided with On's recent earnings report, which did see both top- and bottom-line misses relative to analyst predictions of performance. Still, despite these headline disappointments, there are some strong underlying business metrics that may support future growth in a way that distinguishes the company from lululemon.
For one thing, On's direct-to-consumer (DTC) business is thriving. This metric grew by more than 34% at constant currency, reaching nearly 46% of total sales. While lululemon's Asian business is struggling, On's is growing: the Asia-Pacific region contributed more than 20% of worldwide sales for the quarter.
On's gross margin and adjusted EBITDA margin are both expanding, and newer growth areas like apparel are also seeing momentum. This is despite the fact that On's wholesale growth appeared sluggish. The company deliberately limited sell-in for the American market due to certain key considerations about the environment itself and as a way to maintain inventory discipline and build the brand's premium positioning.
Looking beyond the banner performance figures to these details, it may be clearer why insiders are apparently favoring ONON shares again, and why the company's analyst ratings diverge so dramatically from LULU's bearish views.
Amer Sports May Be in a Different Category AltogetherAmer Sports Today
AS
Amer Sports
$28.66 -0.88 (-2.96%)
As of 09/8/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
$28.09▼
$42.7630.16
$48.34
If LULU is in a precarious position and ONON has some positive attributes hiding beneath the surface, Amer Sports NYSE: AS may have the strongest argument for its fundamentals of the three firms. With adjusted earnings of 22 cents per share in Q2 2026 and $1.6 billion in revenue—up by an impressive 32% YOY, Amer is impressive across its business: all segments and regions delivered excellent growth. DTC sales growth of 40% YOY was even stronger than On's in this area.
Amer's key brands, including Arc'teryx and Wilson Tennis 360, continue to see strong momentum despite inflationary pressures. What's more, management boosted full-year guidance and now anticipates 24% YOY improvement in revenue. New store locations around the world and particularly in China suggest that lululemon's regional struggles may be unique to that company in particular.
To be sure, Amer still faces some challenges, including tariff concerns, the high cost of freight, and the potential for geopolitical tensions to continue to rise. Still, the company's cheery analyst ratings present it as an under-appreciated alternative to a large firm in the industry that has been struggling.
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HAMILTON, Bermuda--(BUSINESS WIRE)--Signet Jewelers Limited ("Signet" or the "Company") (NYSE:SIG) today announced its results for the 13 weeks ended August 1, 2026 ("second quarter Fiscal 2027"). "We delivered another quarter of comp sales growth with a positive comp performance in all fine jewelry brands. This includes high single-digit unit growth at higher price points," said J.K. Symancyk, Chief Executive Officer. "Building on this momentum, we are accelerating our key brand initiatives, i.
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Ceva-Waves UWB baseband and software combine with LG Electronics' UWB RF on TSMC 22nm, with a major U.S. semiconductor customer already adopting the solution
, /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leader in silicon and software IP for the Smart Edge, and LG Electronics (LG) today announced a collaboration that brings together their complementary baseband, software and RF, technologies to deliver a complete Ultra-Wideband (UWB) solution for semiconductor and OEM companies developing next-generation automotive, industrial and consumer products. The companies have already secured a major U.S. semiconductor company as a customer for the combined solution, providing commercial validation for the joint offering.
Ceva and LG Electronics collaborate on a complete UWB platform combining Ceva-Waves UWB baseband and software with LG’s UWB RF technology for automotive, industrial and consumer applications. The collaboration pairs Ceva-Waves™ market leading UWB baseband IP and software with UWB radio frequency (RF) technology developed by LG's SoC Center, giving customers a silicon-ready platform for integrating UWB into their SoCs. LG's UWB RF supports TSMC's 22nm process. Together, the companies provide complementary technologies that can reduce engineering effort and integration risk and accelerate the development of differentiated UWB-enabled SoCs.
The collaboration comes as UWB expands beyond proximity-based digital keys and trackers into higher-value automotive, industrial and enterprise applications requiring precise and secure location awareness. Ceva's next-generation Ceva-Waves UWB architecture supports the latest IEEE 802.15.4ab standard and delivers best-in-class ranging performance, including in challenging non-line-of-sight (NLoS) environments and at extended range, while maintaining low-power operation and resilience to interference. The platform also supports UWB radar sensing and new channels introduced with the next generation of the standard, expanding the technology's potential across secure access, asset tracking, indoor navigation, precise positioning and sensing applications. According to ABI Research, UWB device shipments are expected to reach nearly 1.18 billion by 2030, up from 597 million in 2026.
"LG has continued to strengthen its semiconductor design capabilities, including advanced RF technologies that are critical to enabling high-performance wireless solutions," said KANG YongSeok, Vice President, LG Electronics. "By combining LG's UWB RF expertise with Ceva's proven UWB baseband and software technologies, we are creating a complete solution that can help lower the barriers to UWB adoption and enable more companies to bring innovative UWB products to market."
"UWB is entering a new phase as advances in range, performance and sensing open opportunities across automotive, industrial and consumer markets," said Tal Shalev, Vice President and General Manager of the Wireless IoT Business Unit at Ceva. "Together with LG, we are combining proven baseband, software and RF technologies to give customers a highly integrated foundation for developing differentiated UWB products. Securing a major semiconductor company as a customer is strong validation of our collaboration and the opportunity ahead."
Ceva-Waves UWB is part of Ceva's comprehensive wireless connectivity portfolio, spanning Bluetooth, Wi-Fi, UWB, cellular IoT and 5G. Together with Ceva's sensing and edge AI technologies, these capabilities enable the essential Connect, Sense and Infer functions of Physical AI devices, allowing them to communicate, understand their surroundings and make intelligent decisions in real time. For more information, visit https://www.ceva-ip.com/product/ceva-waves-uwb/.
About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.
With more than 22 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra‑low‑power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.
Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.
New York, NY, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Alpha AI Corporation ("Alpha AI"), developer of the Alpha Liquid Terminal ("ALTx"), today announced the relaunch of its platform as the ALT/X Compute Terminal, refocusing the product on pricing, power and capacity data for the global AI compute market.
The relaunch follows the strategic investment made in Alpha Liquid Terminal by Alpha Compute Corp. (Nasdaq: ALP) announced December 16, 2025, and Alpha Compute's subsequent investment in Alpha AI Corporation, ALTx's parent company.
The first public release is live now at altx.finance.
Why compute, and why now
Compute has emerged as the fundamental commodity of the artificial intelligence era, yet it remains one of the most opaque markets in existence. Rental rates for silicon fluctuate across various hardware generations, geographic regions, and commitment terms, operating without a standardized benchmark for pricing. Energy availability, now the primary bottleneck for infrastructure expansion, remains localized in its costs and regulatory framework. Consequently, purchasers are forced to negotiate without visibility, while operators and financial backers are committing to long-term deployments based on anecdotal and siloed information.
The ALT/X Compute Terminal applies the modular data-aggregation and AI-agent architecture originally built for digital asset markets to that problem.
What is in the first release
Compute Screener. Screen and compare GPU capacity across providers and regions, with filters spanning:
Accelerator type — NVIDIA H100, H200, B200 and B300-class hardware, and comparable siliconPricing structure — on-demand, spot, reserved and multi-year contracted rates, normalized to a per-GPU-hour basisRegion and jurisdiction — North America, Europe and other served marketsAvailability — advertised capacity, lead times and deployment status Power and energy layer. Industrial electricity rates, grid carbon mix, renewable sourcing, cooling and efficiency benchmarks, and interconnection conditions by region — surfaced alongside compute pricing so that all-in delivered cost, not headline rate, is the comparison.
Data center and capacity tracking. Facility-level coverage of announced, under-construction and live capacity, including operator, power envelope and energy profile.
ChatAnalyst for compute. ALTx's AI copilot, re-grounded on the compute dataset, answering natural-language questions about pricing spreads, regional cost differentials and capacity trends with citations back to underlying sources.
Roadmap
Planned phases include expanded provider and facility coverage, historical time series and index construction for benchmark GPU-hour pricing, forward and contract curves, an API for institutional users, and integration of confidential-compute and sovereign-AI capacity as a distinct tracked category.
The ALTX token utility framework described in the platform's published materials including pay-as-you-go data access, staking for premium data tiers, and rewards for verified data contribution is being adapted to the compute dataset.
Relationship to Alpha Compute Corp.
Alpha Compute Corp. (Nasdaq: ALP) is an investor in both Alpha Liquid Terminal and its parent, Alpha AI Corporation. Alpha AI Corporation operates independently of Alpha Compute Corp. The ALT/X Compute Terminal is a vendor-neutral data platform and does not preference Alpha Compute capacity in its screener results.
About Alpha Liquid Terminal (ALT/X) and Alpha AI Corporation
Alpha Liquid Terminal is a modular research, analytics and execution platform developed by Alpha AI Corporation. Originally built for tokenized and digital asset markets with institutional-grade integrations and AI research agents, the platform is relaunching as the ALT/X Compute Terminal, to bring transparency to market data and an intelligence layer for GPU compute, power and AI infrastructure. Learn more at altx.finance.
About Alpha Compute Corp.
Alpha Compute Corp. (Nasdaq: ALP) is an AI infrastructure company specializing in GPU-as-a-service and AI Confidential Compute. Alpha Compute’s mission is to support clients, subsidiaries, and partners across critical sectors including: finance, defense, intelligence, and media with the essential framework for any organization requiring secure, confidential computing environments. For more information, please visit: https://www.alphacompute.ai/
The company is domiciled in the British Virgin Islands with offices in New York, Los Angeles, Miami, Amsterdam and Toronto. Alpha Compute is a founding partner of the Right2Compute Coalition; more information is available at www.right2compute.com
Investor & Media Contact
Alpha Compute Corp. [email protected]
www.alphacompute.ai
Akcie Meta Platforms vykazují v dnešním premarketu silný růst, a to přibližně o pět procent. Stojí za tím uvedení nového AI asistenta Muse, který podle firmy zatím suverénně překonal očekávání – uživatelé vykazují přibližně desetkrát vyšší aktivitu než účastníci testovacích skupin. Podle analytiků má pak Meta velmi dobrou pozici k tomu, aby s tímto produktem na trhu uspěla.
Muse se také během méně než 24 hodin dostal mezi pět nejstahovanějších aplikací v americkém App Store, což vlastník sociálních sítí Facebook a Instagram vnímá jako signál, že jeho strategie zaměřená na spotřebitelskou umělou inteligenci nachází mezi uživateli silnou odezvu.
„Uvedení samostatného chatbota Muse zdůrazňuje zaměření Mety na osobní AI asistenty jako způsob, jak se odlišit od konkurentů, jako je například Anthropic, jehož využití AI je více orientováno na podnikový sektor,“ uvádí například Bloomberg Intelligence, jejíž analytici očekávají, že osobní AI asistenti se stanou významnou kategorií pro e-commerce a digitální reklamu, kde mají výhodu firmy disponující širokou distribuční sítí, výpočetním výkonem a rozsáhlými historickými daty.
Podle investiční společnosti Mizuho představuje Muse začátek významného produktového cyklu Mety, který zatím není v ceně akcií zohledněn. I proto analytici Mizuho mají u titulu doporučení „outperform“ s cílovou cenou 750 dolarů. „Investoři chtějí vidět návratnost investic Mety do umělé inteligence a toto je významný krok tímto směrem,“ dodali.
Ještě vyšší cílovou cenu (775 USD) má u titulu Morgan Stanley. „Budeme pečlivě sledovat tempo adopce ze strany spotřebitelů a rozsah integrace dat z Facebooku, Instagramu, Messengeru a WhatsAppu do Muse Agenta, protože by to v kombinaci s integrací dalších monetizovatelných aplikací a personalizovaných datových sad (včetně Gmailu) mohlo dát Metě výhodu k vytvoření personalizovanějšího agenta s novým monetizovatelným chováním,“ uvedli analytici banky.
Concurrent Investment Advisors LLC boosted its holdings in Brookfield Corporation (NYSE:BN – Free Report) by 520.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,684 shares of the company’s stock after purchasing an additional 39,994 shares during the period. Concurrent Investment Advisors LLC’s holdings in Brookfield were worth $2,031,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. MCF Advisors LLC acquired a new position in shares of Brookfield during the 4th quarter worth about $26,000. Quattro Advisors LLC acquired a new stake in shares of Brookfield in the fourth quarter valued at about $26,000. Truvestments Capital LLC raised its holdings in Brookfield by 49.9% during the fourth quarter. Truvestments Capital LLC now owns 640 shares of the company’s stock worth $29,000 after acquiring an additional 213 shares in the last quarter. Entrust Financial LLC bought a new stake in Brookfield during the fourth quarter worth about $35,000. Finally, Delta Asset Management LLC TN boosted its position in Brookfield by 49.8% during the fourth quarter. Delta Asset Management LLC TN now owns 935 shares of the company’s stock valued at $43,000 after purchasing an additional 311 shares during the last quarter. 61.60% of the stock is currently owned by institutional investors and hedge funds.
Brookfield Price Performance Shares of NYSE BN opened at $39.29 on Wednesday. The company has a quick ratio of 1.22, a current ratio of 1.34 and a debt-to-equity ratio of 1.54. The business’s 50 day moving average price is $42.60 and its two-hundred day moving average price is $43.28. The company has a market cap of $96.32 billion, a PE ratio of 71.43 and a beta of 1.53. Brookfield Corporation has a twelve month low of $37.93 and a twelve month high of $49.56.
Brookfield (NYSE:BN – Get Free Report) last released its quarterly earnings data on Thursday, August 13th. The company reported $0.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.62 by $0.04. Brookfield had a return on equity of 3.93% and a net margin of 1.85%.The company had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $1.66 billion. On average, analysts predict that Brookfield Corporation will post 2.93 EPS for the current year. Brookfield Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 29th. Investors of record on Monday, September 14th will be paid a $0.07 dividend. This represents a $0.28 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, September 14th. Brookfield’s dividend payout ratio is 50.91%.
Analyst Upgrades and Downgrades BN has been the subject of a number of analyst reports. JPMorgan Chase & Co. raised their price target on Brookfield from $60.00 to $62.00 and gave the company an “overweight” rating in a research note on Tuesday, May 12th. Scotiabank reiterated an “outperform” rating and set a $54.00 price objective (up from $53.00) on shares of Brookfield in a research note on Friday, August 14th. Morgan Stanley set a $59.00 price objective on Brookfield and gave the company an “overweight” rating in a report on Tuesday, July 21st. Weiss Ratings reissued a “hold (c)” rating on shares of Brookfield in a research note on Wednesday, June 24th. Finally, TD boosted their target price on shares of Brookfield from $60.00 to $61.00 and gave the stock a “buy” rating in a report on Friday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $57.40.
Check Out Our Latest Stock Report on Brookfield
About Brookfield (Free Report)
Brookfield Corporation (NYSE: BN) is a global investment and asset management company that owns and operates businesses across real estate, renewable power and transition, infrastructure, and private equity. Through its operating platforms and investments, the company is involved in assets such as office, retail, multifamily and logistics properties; hydroelectric, wind and solar facilities; transportation, data and utility infrastructure; and companies in industries including industrials, technology and business services.
Brookfield also maintains a significant interest in Brookfield Asset Management, an alternative asset manager that manages capital for institutional and individual investors.
See Also Five stocks we like better than Brookfield Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For
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Allworth Financial LP decreased its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 38.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,110 shares of the company’s stock after selling 6,228 shares during the quarter. Allworth Financial LP’s holdings in GE Vernova were worth $11,877,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also recently added to or reduced their stakes in the business. California State Teachers Retirement System lifted its stake in shares of GE Vernova by 116,092.4% during the second quarter. California State Teachers Retirement System now owns 483,330,355 shares of the company’s stock worth $567,845,501,000 after purchasing an additional 482,914,381 shares in the last quarter. Auto Owners Insurance Co raised its holdings in shares of GE Vernova by 110,973.4% during the 4th quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock valued at $2,278,224,000 after buying an additional 34,826,773 shares during the period. BlackRock Inc. acquired a new position in GE Vernova during the 2nd quarter worth approximately $25,569,630,000. Norges Bank purchased a new position in GE Vernova in the 4th quarter worth approximately $2,283,114,000. Finally, Bank of America Corp DE acquired a new stake in GE Vernova in the second quarter valued at approximately $2,961,612,000.
GE Vernova Stock Performance Shares of GE Vernova stock opened at $970.55 on Wednesday. The firm has a market cap of $258.49 billion, a PE ratio of 27.78, a price-to-earnings-growth ratio of 4.38 and a beta of 1.15. The firm’s 50-day simple moving average is $1,009.73 and its 200-day simple moving average is $981.53. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.62 and a current ratio of 0.85. GE Vernova Inc. has a 1 year low of $530.16 and a 1 year high of $1,195.94.
GE Vernova (NYSE:GEV – Get Free Report) last issued its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing the consensus estimate of $3.17 by ($0.70). The company had revenue of $11.10 billion for the quarter, compared to the consensus estimate of $10.79 billion. GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.The business’s revenue for the quarter was up 21.9% on a year-over-year basis. During the same period in the previous year, the business posted $1.86 EPS. Equities analysts forecast that GE Vernova Inc. will post 15.36 earnings per share for the current fiscal year. Wall Street Analyst Weigh In Several research firms recently issued reports on GEV. Oppenheimer lifted their price target on shares of GE Vernova from $1,303.00 to $1,338.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Sanford C. Bernstein boosted their price target on GE Vernova from $1,206.00 to $1,298.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Guggenheim increased their price target on GE Vernova from $1,300.00 to $1,450.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. Mizuho lifted their price objective on GE Vernova from $913.00 to $949.00 and gave the stock a “neutral” rating in a report on Friday, July 24th. Finally, TD Cowen upped their target price on GE Vernova from $1,220.00 to $1,235.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,155.28.
View Our Latest Stock Report on GEV
GE Vernova Profile (Free Report)
GE Vernova Inc (NYSE: GEV) is an energy technology company that provides equipment, software and services for electricity generation, transmission and distribution. Its portfolio is designed to support power systems across a range of energy sources, including natural gas, nuclear, hydroelectric, wind and solar power, as well as battery storage.
The company operates through three primary businesses: Power, Wind and Electrification. Power supplies gas and steam turbines, generators, nuclear power technologies, hydroelectric equipment and related maintenance services.
Featured Articles Five stocks we like better than GE Vernova Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding GEV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Vernova Inc. (NYSE:GEV – Free Report).
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Allianz Asset Management GmbH trimmed its position in Manulife Financial Corp (NYSE:MFC – Free Report) (TSE:MFC) by 25.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 356,049 shares of the financial services provider’s stock after selling 120,513 shares during the period. Allianz Asset Management GmbH’s holdings in Manulife Financial were worth $14,435,000 at the end of the most recent quarter.
Other institutional investors have also recently bought and sold shares of the company. Basepoint Wealth LLC acquired a new position in shares of Manulife Financial in the 4th quarter valued at $25,000. Addison Advisors LLC bought a new stake in shares of Manulife Financial in the second quarter worth $25,000. First Bancorp Inc ME bought a new stake in Manulife Financial during the 2nd quarter worth about $26,000. POM Investment Strategies LLC acquired a new position in Manulife Financial during the second quarter valued at approximately $26,000. Finally, Hantz Financial Services Inc. acquired a new position in shares of Manulife Financial during the 4th quarter worth approximately $28,000. Institutional investors and hedge funds own 52.56% of the company’s stock.
Analysts Set New Price Targets MFC has been the subject of several recent analyst reports. BMO Capital Markets reissued an “outperform” rating on shares of Manulife Financial in a report on Friday, August 7th. Scotiabank restated an “outperform” rating on shares of Manulife Financial in a research note on Friday, August 7th. Zacks Research upgraded shares of Manulife Financial from a “strong sell” rating to a “hold” rating in a research note on Wednesday, September 2nd. TD Securities reissued a “buy” rating on shares of Manulife Financial in a research report on Thursday, August 6th. Finally, Weiss Ratings raised Manulife Financial from a “buy (a-)” rating to a “buy (a)” rating in a research report on Wednesday, August 19th. Two analysts have rated the stock with a Strong Buy rating, five have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $59.00.
Get Our Latest Report on Manulife Financial Manulife Financial Price Performance Shares of NYSE MFC opened at $43.36 on Wednesday. The stock’s fifty day moving average price is $43.17 and its two-hundred day moving average price is $39.41. Manulife Financial Corp has a one year low of $30.52 and a one year high of $45.33. The firm has a market cap of $71.94 billion, a price-to-earnings ratio of 16.18 and a beta of 0.83.
Manulife Financial (NYSE:MFC – Get Free Report) (TSE:MFC) last posted its earnings results on Wednesday, August 5th. The financial services provider reported $0.79 earnings per share for the quarter, topping analysts’ consensus estimates of $0.78 by $0.01. The company had revenue of $2.22 billion during the quarter, compared to the consensus estimate of $7.28 billion. Manulife Financial had a return on equity of 16.68% and a net margin of 9.99%.The company’s revenue was up 7.3% on a year-over-year basis. During the same quarter last year, the firm earned $0.95 earnings per share. On average, equities analysts anticipate that Manulife Financial Corp will post 3.08 earnings per share for the current fiscal year.
Manulife Financial Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Monday, September 21st. Investors of record on Friday, August 21st will be given a dividend of $0.485 per share. The ex-dividend date of this dividend is Friday, August 21st. This represents a $1.94 dividend on an annualized basis and a yield of 4.5%. Manulife Financial’s dividend payout ratio is currently 51.49%.
Manulife Financial Company Profile (Free Report)
Manulife Financial Corporation is a Canada-based financial services company that provides insurance, wealth management and asset management products to individuals, businesses and institutional clients. Its offerings include life and health insurance, retirement solutions, investment products, group benefits and long-term care coverage.
Manulife serves customers primarily in Canada, the United States and Asia. In the United States, its insurance and retirement businesses operate under the John Hancock brand.
Further Reading Five stocks we like better than Manulife Financial Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding MFC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Manulife Financial Corp (NYSE:MFC – Free Report) (TSE:MFC).
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California State Teachers Retirement System raised its position in Garmin Ltd. (NYSE:GRMN – Free Report) by 23,029.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 59,413,980 shares of the scientific and technical instruments company’s stock after buying an additional 59,157,102 shares during the period. California State Teachers Retirement System owned 30.81% of Garmin worth $14,113,197,000 as of its most recent SEC filing.
Other large investors have also recently added to or reduced their stakes in the company. GSA Capital Partners LLP bought a new stake in shares of Garmin during the fourth quarter worth $979,000. Arrowstreet Capital Limited Partnership raised its holdings in shares of Garmin by 121.6% in the first quarter. Arrowstreet Capital Limited Partnership now owns 107,929 shares of the scientific and technical instruments company’s stock valued at $25,041,000 after buying an additional 59,229 shares during the last quarter. Plato Investment Management Ltd bought a new position in shares of Garmin in the second quarter valued at about $1,447,000. Commerzbank Aktiengesellschaft FI lifted its position in Garmin by 282.5% during the 4th quarter. Commerzbank Aktiengesellschaft FI now owns 6,518 shares of the scientific and technical instruments company’s stock worth $1,322,000 after buying an additional 4,814 shares in the last quarter. Finally, Westerkirk Capital Inc. lifted its position in Garmin by 88.2% during the 4th quarter. Westerkirk Capital Inc. now owns 20,700 shares of the scientific and technical instruments company’s stock worth $4,199,000 after buying an additional 9,700 shares in the last quarter. 81.60% of the stock is owned by institutional investors.
Garmin Trading Down 0.5% Shares of NYSE:GRMN opened at $275.55 on Wednesday. Garmin Ltd. has a 1-year low of $186.67 and a 1-year high of $314.28. The stock has a market capitalization of $53.14 billion, a P/E ratio of 28.41, a P/E/G ratio of 3.10 and a beta of 0.85. The business has a 50-day moving average price of $274.35 and a two-hundred day moving average price of $253.71.
Garmin (NYSE:GRMN – Get Free Report) last issued its earnings results on Thursday, July 30th. The scientific and technical instruments company reported $2.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.30 by $0.51. Garmin had a net margin of 24.47% and a return on equity of 20.95%. The company had revenue of $2.02 billion for the quarter, compared to analyst estimates of $1.93 billion. During the same quarter last year, the firm earned $2.17 EPS. The company’s revenue for the quarter was up 11.4% on a year-over-year basis. As a group, equities analysts predict that Garmin Ltd. will post 10.08 EPS for the current year. Insider Buying and Selling at Garmin In other Garmin news, VP Joshua Maxfield sold 1,152 shares of the firm’s stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $291.13, for a total value of $335,381.76. Following the transaction, the vice president directly owned 15,042 shares of the company’s stock, valued at approximately $4,379,177.46. This trade represents a 7.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Sean Biddlecombe sold 986 shares of Garmin stock in a transaction on Friday, July 31st. The stock was sold at an average price of $292.88, for a total transaction of $288,779.68. Following the sale, the director directly owned 6,021 shares of the company’s stock, valued at $1,763,430.48. This represents a 14.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 16,108 shares of company stock valued at $4,808,799. 14.80% of the stock is currently owned by corporate insiders.
Analyst Ratings Changes Several research firms have weighed in on GRMN. KeyCorp restated a “sector weight” rating on shares of Garmin in a research report on Wednesday, September 2nd. UBS Group set a $370.00 target price on shares of Garmin in a research note on Thursday, August 6th. Weiss Ratings reiterated a “buy (b)” rating on shares of Garmin in a research report on Friday. Tigress Financial reissued a “strong-buy” rating on shares of Garmin in a research note on Thursday, August 6th. Finally, Wall Street Zen lowered shares of Garmin from a “buy” rating to a “hold” rating in a report on Saturday, June 20th. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $310.17.
Read Our Latest Report on Garmin
Garmin Profile (Free Report)
Garmin Ltd. is a technology company best known for designing and manufacturing navigation, communication and information devices that leverage global positioning system (GPS) technology. The company serves a diverse set of markets including consumer fitness and wearables, automotive navigation, aviation avionics, marine electronics and outdoor handheld devices. Garmin’s products combine hardware, mapping and software services to deliver location-aware solutions for personal, recreational and professional uses.
Garmin’s product lineup includes wearable fitness and multisport watches (Forerunner, Fenix, Venu), cycling computers and accessories (Edge, Varia), handheld and handheld-mounted GPS devices for outdoor activities, automotive and portable navigation units, marine chartplotters and fishfinders, and certified avionics for fixed- and rotary-wing aircraft.
Featured Articles Five stocks we like better than Garmin Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Want to see what other hedge funds are holding GRMN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Garmin Ltd. (NYSE:GRMN – Free Report).
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Simplify the drive with modern GPS that offers a low-profile design and seamless navigation for the daily commute, long-distance travel and everything in-between
, /PRNewswire/ -- Garmin (NYSE: GRMN) today announced completely redesigned Garmin Drive™ navigators, user-friendly GPS solutions to simplify life on the road for all types of drivers. Boasting a unique, high-resolution ultrawide display in two sizes – 7.1- or 8.8-inch – the device's low-profile design is built to be unobtrusive to the driver's line of sight. Users can easily make menu and navigation selections directly from the map with an intuitive interface that shows traffic signs and stop lights along the route for heightened awareness of what's ahead.
Simplify the drive with modern GPS that offers a low-profile design and seamless navigation for the daily commute, long-distance travel and everything in-between. "With our new Garmin Drive navigators, we've elevated time behind the wheel with a refined navigation experience. From the expansive ultrawide displays to the updated interface and connected features, every detail is thoughtfully crafted to deliver greater confidence, clarity and peace of mind on the road."
—Susan Lyman, Garmin Vice President of Consumer Sales and Marketing
Travel with confidence
Packed with features for all types of drivers, the new Garmin Drive navigators are ready to guide every trip from a daily commute to a cross-country expedition.
Clearly view the route on the all-new ultrawide, edge-to-edge high-resolution display. Easily choose preferred routes and destinations directly from the map-view, while intuitive screen selections, voice commands1, and tap and swipe options allow users to navigate their way. See upcoming traffic lights and stop signs along the route to heighten awareness, while drivers can also receive alerts for upcoming sharp curves, speed changes, school zones and more. Easily find Electric Vehicle charging stations on the route; filter by charging power and receive live availability. Or, see dynamic fuel pricing on the way to the destination all while connected to the Garmin Drive app on a compatible smartphone. Stay aware of possible delays with real-time weather conditions and live traffic data along the route2. Seamlessly search and share points of interest from a connected smartphone to the navigator2 and route there. Browse for best-rated hotels, restaurants and attractions with TripAdvisor® traveler ratings. Drive confidently with preloaded detailed street maps of North America; easily update maps and software when connected to Wi-Fi®. The Garmin Drive GPS navigators are available now with suggested retail prices ranging from $299.99 to $349.99. To learn more, visit garmin.com/automotive.
Engineered on the inside for life on the outside, Garmin products have revolutionized life for adventurers, athletes, off-road explorers, road warriors and outdoor enthusiasts everywhere. Committed to developing products that enhance experiences, enrich lives and help provide peace of mind, Garmin believes every day is an opportunity to innovate and a chance to beat yesterday. Visit the Garmin Newsroom, email our media team, connect with @garminoutdoor on social, or follow our blog.
1Spoken commands are available in English, German, French, Spanish, Italian, Danish, Dutch and Swedish.
2Available when using the Garmin Drive app on a connected smartphone.
About Garmin: Garmin Ltd. (NYSE: GRMN) is incorporated in Switzerland, and its principal subsidiaries are located in the United States, Taiwan and the United Kingdom. Garmin is a registered trademark and Garmin Drive is a trademark of Garmin Ltd. or its subsidiaries.
Notice on Forward-Looking Statements:
This release includes forward-looking statements regarding Garmin Ltd. and its business. Such statements are based on management's current expectations. The forward-looking events and circumstances discussed in this release may not occur and actual results could differ materially as a result of known and unknown risk factors and uncertainties affecting Garmin, including, but not limited to, the risk factors listed in the Annual Report on Form 10-K for the year ended December 27, 2025, filed by Garmin with the Securities and Exchange Commission (Commission file number 0-31983). Copies of such Form 10-K are available at https://www.garmin.com/en-US/investors/sec/. No forward-looking statement can be guaranteed. Forward-looking statements speak only as of the date on which they are made and Garmin undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise.
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Nuclear stocks that make small modular reactors (SMRs) are attracting investor and analyst interest. SMRs are nuclear fission reactors that are smaller than conventional reactors. They can be built in a factory and then transported to a site.
Although NuScale Power (SMR +15.26%) holds a regulatory lead as the first SMR company to obtain design certification from the U.S. Nuclear Regulatory Commission, Wall Street analysts consistently assign a higher premium and more bullish outlook to Oklo (OKLO +4.94%), which also makes SMRs.
The average price target for NuScale is $12.63, just 30% above its share price as of Sept. 7. Oklo, on the other hand, has an average price target of $79.88, nearly twice its recent share price. While it's important to remember that price targets are just estimates, there are solid reasons to prefer Oklo over NuScale.
Image source: Getty Images
Oklo's integrated model is an advantage Oklo has a build-own-operate revenue stream. Instead of just selling reactor hardware, Oklo plans to retain plant ownership and sell electricity directly to end users through long-term power purchase agreements. This approach generates predictable, recurring, high-margin software-like utility revenue for decades.
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NuScale sells SMRs to traditional public utilities. Analysts see this approach as exposing NuScale to supply chain friction; customer order cancellations, such as the high-profile Utah Associated Municipal Power Systems cancellation in 2023; and capital-intensive utility sales cycles.
Oklo is signing agreements with hyperscalers Oklo has positioned itself as a primary benefactor of the artificial intelligence (AI) boom by marketing directly to tech companies that are building data centers. Oklo has secured major pre-agreements with tech players and hyperscalers, including a recent deal among Oklo, Nvidia (NVDA -2.01%) and the Los Alamos National Laboratory to collaborate on the advancement of nuclear infrastructure, (AI)-enabled research, and nuclear fuel research and development at the lab in New Mexico.
Oklo's Aurora fast-fission design is engineered to run on recycled nuclear waste. By closing the fuel loop, analysts see long-term cost advantages and reduced fuel-supply chain risks compared with light-water reactor designs.
The company has a 1.2-gigawatt (GW) power agreement with Meta Platforms (META -0.53%) and a 12 GW pipeline deal with Switch.
NuScale, on the other hand, relies primarily on traditional regional power grids and municipal utilities to distribute power. Wall Street views direct tech partnerships as a faster, higher-demand route to monetization than waiting for slow-moving municipal power grids.
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Oklo has a stronger cash runway It's important to note that both stocks pose a risk, as neither has much revenue and both have been losing money for years. NuScale's shares are down more than 20% so far this year, while Oklo's shares are down more than 38%.
Oklo is on a more secure financial footing. In the second quarter, it had more than $1.6 billion in cash and cash equivalents, compared to only $84.3 million in total debt, providing a long runway before it needs to sell additional debt or issue more stock that dilutes existing shareholders.
NuScale, on the other hand, as of the second quarter, had only $766.5 million in cash and cash equivalents, with $824.4 million in total debt.
Oklo is taking advantage of its uniqueness Oklo has a key dual strategy, pairing proprietary reactor technology with secure uranium supplies.
This vertical integration acts as both a supply shield and a growth engine. As the nation races to fortify energy supply chains and meet surging power demand, businesses controlling both the technology and the fuel source hold a distinct strategic advantage.
Oklo also has a stronger financial situation, which makes it easier to grow without further diluting its stock.
On paper, Oklo (OKLO +4.94%) -- one of the most popular nuclear energy stocks on the market today -- has a very bright future.
Investment banks, consultants, and market analysts anticipated as much as $7 trillion in spending by 2030 to scale artificial intelligence (AI) data center infrastructure. Without this critical infrastructure, the AI industry will find it very difficult to grow as quickly as investors demand.
A large chunk of that $7 trillion will be spent on materials and labor. Much of it, however, will be directed toward scaling the energy systems needed to power the data centers themselves. "Incumbents can't meet demand for power," according to a report from consulting firm McKinsey & Co. The need for more power, the firm concludes, will trigger "one of the largest infrastructure build-outs in modern history."
Sam Altman, the chief executive officer of OpenAI, recognized this challenge more than a decade ago. In 2015, he became an early investor in Oklo. Oklo's small modular reactor (SMR) designs are ideal for the rising energy needs of the AI industry. The company has already secured deals with big tech companies like Meta Platforms (META -0.53%).
There's just one problem: Oklo still isn't approved by regulators to commercialize any of its SMR designs. So although some of its deals have binding financial components, Oklo won't be able to execute on its customer pipeline until it receives the proper approvals. Oklo was denied by regulators in 2022 and later resubmitted its application in 2025. The application has been moving smoothly through the approval process, but the exact date for a potential full approval remains unknown.
As a business, Oklo is incredibly exciting. It has impressive industry backing, an influential investor base, and good odds of full regulatory approval. When it comes to Oklo as an investment, however, the situation is less clear. Oklo's $8 billion valuation is nearly twice that of another SMR competitor, which is approaching a critical milestone that probably will push its valuation above Oklo's.
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This nuclear stock could have more near-term upside than Oklo NuScale Power (SMR +15.26%) is very similar to Oklo. Both companies are pursuing the development of SMR technology. Both companies have an impressive customer pipeline. And both companies are benefiting from AI's rapidly rising demand for power.
NuScale's market cap, however, currently hovers at about $4.6 billion after a steep decline. That's a near-50% discount to Oklo. And yet NuScale has received regulatory approval to commercialize its designs, while Oklo remains in the application process. Plus, NuScale's biggest project -- a 6-gigawatt deal with a major U.S. utility -- is nearing a critical milestone.
Up until now, customers have been reluctant to commit financially to SMR deals in any meaningful way. Oklo's deal with Meta, for example, included just $25 million in commitments. That's a drop in the bucket compared to what could become a multibillion-dollar project. And while Oklo has indicated that there may be additional binding agreements in the contract, it's not entirely clear how much Meta would be on the hook for should it decide to pull out.
Image source: Getty Images.
NuScale is arguably in a worse situation. Its biggest project, with the Tennessee Valley Authority, has little to no financial commitments. That has caused the market to price the stock at a healthy discount. That discount, however, could narrow quickly by the end of this year.
On last quarter's earnings call, NuScale's management stressed that ENTRA1, its financing partner, "continues to advance discussions with the Tennessee Valley Authority toward a definitive power purchase agreement." Chief Executive Officer John Hopkins clarified that "as soon as these PPAs (power purchase agreements) are definitized, we're ready to move." Later in the earnings announcement, NuScale's chief financial officer indicated that a PPA could be concluded by the end of 2026.
A PPA essentially binds a customer to buying power from a power generation facility. In short, it ensures that NuScale will be paid, clearing the way for construction to begin.
If a PPA is signed this year, NuScale would leapfrog over Oklo to become the most promising SMR developer in the U.S. It would have regulatory approval, a respectable customer pipeline, an improved capital position, and its first PPA to validate its commercialization strategy.
Concurrent Investment Advisors LLC lowered its position in CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 26.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 26,239 shares of the company’s stock after selling 9,428 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in CoreWeave were worth $2,612,000 as of its most recent SEC filing.
Other institutional investors also recently bought and sold shares of the company. Parallel Advisors LLC raised its position in CoreWeave by 4.0% during the 1st quarter. Parallel Advisors LLC now owns 2,340 shares of the company’s stock valued at $181,000 after purchasing an additional 91 shares in the last quarter. Pathway Wealth Management LLC grew its position in shares of CoreWeave by 2.9% during the 1st quarter. Pathway Wealth Management LLC now owns 3,593 shares of the company’s stock worth $278,000 after buying an additional 100 shares in the last quarter. Azzad Asset Management Inc. ADV grew its position in shares of CoreWeave by 2.1% during the 1st quarter. Azzad Asset Management Inc. ADV now owns 5,020 shares of the company’s stock worth $389,000 after buying an additional 104 shares in the last quarter. Hazlett Burt & Watson Inc. grew its position in shares of CoreWeave by 34.7% during the 4th quarter. Hazlett Burt & Watson Inc. now owns 462 shares of the company’s stock worth $33,000 after buying an additional 119 shares in the last quarter. Finally, Cullen Frost Bankers Inc. increased its stake in shares of CoreWeave by 45.8% during the fourth quarter. Cullen Frost Bankers Inc. now owns 385 shares of the company’s stock valued at $28,000 after buying an additional 121 shares during the period.
Key Headlines Impacting CoreWeave Here are the key news stories impacting CoreWeave this week:
Positive Sentiment: OpenAI’s new Astra model provided a fresh catalyst for CoreWeave, highlighting potential demand for its computing capacity. CoreWeave has a reported $22.4 billion agreement to supply compute power to OpenAI. Why is CoreWeave stock surging 16% today Positive Sentiment: Optimism spread across AI cloud infrastructure stocks after Morgan Stanley raised its outlook for Oracle, reinforcing expectations for sustained enterprise AI spending and benefiting GPU-cloud peers such as CoreWeave. Oracle rallies as Morgan Stanley lifts its price target Positive Sentiment: Call-option activity was above normal, suggesting increased speculative or bullish interest in CRWV and potentially contributing to upward trading momentum. Positive Sentiment: One bullish analysis cites a $129 billion contracted order book, long-term take-or-pay agreements and substantial capacity that has not yet been activated. These factors could support strong revenue growth and operating leverage as additional power comes online. CoreWeave: A Hundred Billion In Backlog And A Bond Market That Doesn’t Believe It Positive Sentiment: Jim Cramer endorsed CoreWeave as a leading “neocloud” opportunity, adding retail visibility and a prominent bullish voice to the stock’s narrative. Jim Cramer endorses CoreWeave stock Neutral Sentiment: Nvidia’s investments in Intel and CoreWeave are framed as a test of whether the AI infrastructure boom can translate into durable profits, keeping investor attention focused on execution and industry economics. Nvidia’s $99 Billion Portfolio Is Turning Intel and CoreWeave Into an AI Stress Test Negative Sentiment: Analysts and short sellers continue to question CoreWeave’s heavy leverage, rapid capital spending and persistent losses. The company’s debt is reportedly growing faster than revenue, increasing refinancing and execution risks. CoreWeave’s Debt Mountain Is Growing Faster Than Its Revenue Negative Sentiment: A bearish analysis argues that operating cash flow is supported by large customer prepayments that may not be sustainable, raising concerns about the quality of reported cash generation. CoreWeave: Cash Flow Is Propped Up By A System Of Unsustainable Prepayments CoreWeave Stock Performance CRWV stock opened at $99.83 on Wednesday. The firm has a market cap of $45.81 billion, a price-to-earnings ratio of -27.35 and a beta of 7.45. The firm has a 50-day simple moving average of $85.21 and a two-hundred day simple moving average of $94.40. CoreWeave Inc. has a one year low of $60.55 and a one year high of $153.20. The company has a debt-to-equity ratio of 5.53, a quick ratio of 0.46 and a current ratio of 0.46. CoreWeave (NASDAQ:CRWV – Get Free Report) last posted its earnings results on Tuesday, August 11th. The company reported ($1.14) EPS for the quarter, beating analysts’ consensus estimates of ($1.52) by $0.38. CoreWeave had a negative net margin of 25.41% and a negative return on equity of 47.95%. The company had revenue of $2.58 billion during the quarter. During the same period in the previous year, the company earned ($0.27) EPS. The company’s revenue was up 112.5% on a year-over-year basis. On average, equities analysts forecast that CoreWeave Inc. will post -5.19 EPS for the current fiscal year.
Insider Buying and Selling at CoreWeave In other news, major shareholder Magnetar Financial Llc sold 307,131 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $108.75, for a total transaction of $33,400,496.25. Following the completion of the sale, the insider owned 220,810 shares in the company, valued at approximately $24,013,087.50. This represents a 58.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Michael Intrator sold 278,560 shares of the firm’s stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $97.43, for a total value of $27,140,100.80. Following the completion of the sale, the chief executive officer directly owned 3,138,612 shares of the company’s stock, valued at $305,794,967.16. The trade was a 8.15% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 6,975,543 shares of company stock worth $642,315,593 over the last ninety days. Corporate insiders own 24.20% of the company’s stock.
Wall Street Analyst Weigh In CRWV has been the subject of several recent research reports. Roth Capital set a $145.00 price objective on CoreWeave in a report on Thursday, August 13th. BNP Paribas Exane initiated coverage on shares of CoreWeave in a report on Tuesday, June 2nd. They set an “outperform” rating and a $192.00 target price on the stock. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $150.00 target price on shares of CoreWeave in a research report on Friday, August 7th. Robert W. Baird boosted their price target on shares of CoreWeave from $100.00 to $130.00 and gave the company an “outperform” rating in a report on Wednesday, August 12th. Finally, Weiss Ratings raised shares of CoreWeave from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, June 24th. Twenty-one analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $141.90.
Read Our Latest Stock Analysis on CRWV
CoreWeave Profile (Free Report)
CoreWeave is a U.S.-based provider of GPU-accelerated cloud infrastructure designed to support compute-intensive workloads such as artificial intelligence, machine learning, visual effects rendering and other high-performance computing applications. The company supplies access to large fleets of modern GPUs and complementary infrastructure that enable customers to train and deploy large models, run inference at scale, and process graphics-heavy workloads with low latency and high throughput.
CoreWeave’s product offering includes on-demand and dedicated GPU instances, bare-metal servers, private clusters and managed services tailored for enterprise and developer use.
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Osisko Gold Royalties Ltd (TSE:OR – Get Free Report)’s stock price passed above its fifty day moving average during trading on Tuesday . The stock has a fifty day moving average of C$45.49 and traded as high as C$52.24. Osisko Gold Royalties shares last traded at C$50.87, with a volume of 545,588 shares trading hands.
Wall Street Analyst Weigh In Separately, Canadian Imperial Bank of Commerce dropped their price target on Osisko Gold Royalties from C$88.00 to C$85.00 in a research note on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Osisko Gold Royalties presently has an average rating of “Moderate Buy” and a consensus price target of C$63.20.
Check Out Our Latest Research Report on Osisko Gold Royalties
The company has a debt-to-equity ratio of 14.78, a quick ratio of 0.98 and a current ratio of 2.28. The stock has a market cap of C$9.53 billion, a price-to-earnings ratio of 33.91, a price-to-earnings-growth ratio of 1.31 and a beta of 1.93. The business’s 50 day moving average is C$45.49 and its 200 day moving average is C$50.10. Osisko Gold Royalties (TSE:OR – Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported C$0.46 earnings per share (EPS) for the quarter. The company had revenue of C$138.98 million for the quarter. Osisko Gold Royalties had a net margin of 80.76% and a return on equity of 21.84%.
Insiders Place Their Bets In related news, Director Duncan Cornell Card sold 5,000 shares of the company’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of C$50.99, for a total transaction of C$254,950.00. Insiders own 0.38% of the company’s stock.
About Osisko Gold Royalties (Get Free Report)
OR Royalties is a precious metals royalty and streaming company focused on Tier-1 mining jurisdictions defined as Canada, the United States, and Australia. OR Royalties commenced activities in June 2014 with a single producing asset, and today holds a portfolio of over 195 royalties, streams and similar interests. OR Royalties’ portfolio is anchored by its cornerstone asset, the 3-5% net smelter return royalty on Agnico Eagle Mines Limited’s Canadian Malartic Complex, one of the world’s largest gold mines.
Further Reading Five stocks we like better than Osisko Gold Royalties Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For Receive News & Ratings for Osisko Gold Royalties Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Osisko Gold Royalties and related companies with MarketBeat.com's FREE daily email newsletter.
Second quarter net revenue of $181 million, down approximately 25% year-over-yearSecond quarter adjusted EBITDA of $13 millionSecond quarter net income of $13 million and second quarter adjusted net income of $11 millionStrong liquidity position including cash, cash equivalents and investments of $561 million, and aggregate credit facilities of $350 million which remain undrawn NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. (NASDAQ: ODD) today announced its financial results for the second quarter ended June 30, 2026.
“We made progress during the quarter, including strong results for both SpoiledChild and METHODIQ,” said Oran Holtzman, ODDITY co-founder and CEO. “We remain hopeful that IL MAKIAGE is on track to achieve normalization and we continue to work in close partnership with our largest advertising partner to solve the technical issue.”
ODDITY achieved key objectives during the second quarter, including:
Double-digit revenue growth for SpoiledChild during the second quarter. SpoiledChild is on track to grow at least 35% compared to 2025 and approach $350 million of net revenue in 2026.Strong early results for METHODIQ, which we now expect to deliver first-year net revenue ahead of SpoiledChild’s first year.Ongoing development and expansion of the ODDITY Labs molecule discovery platform.Enhancing our capital structure, including repurchasing $80 million of our Class A ordinary shares and retiring $50 million of our zero coupon 2030 exchangeable notes, while maintaining a strong liquidity position. “So far in the third quarter, we are seeing an improved year-over-year net revenue trend, driven by growth at SpoiledChild and METHODIQ and a moderating impact from the IL MAKIAGE account dislocation,” said Lindsay Drucker Mann, ODDITY Global CFO. “As a result, we now expect third quarter net revenue to decline approximately 5% year-over-year, a meaningful sequential improvement from the first half.”
Update on IL MAKIAGE Account Dislocation
ODDITY continues to work closely with its largest advertising partner to solve the advertising algorithm dislocation at IL MAKIAGE. Since its last earnings call, ODDITY has implemented various tests and strategies to address signal distortion and retrain the algorithm. ODDITY continues to believe the dislocation is technical in nature and solvable, and is encouraged by the progress it is making toward normalization.
Share Buybacks
ODDITY repurchased approximately 5.6 million Class A ordinary shares during the second quarter for approximately $80 million under the $200 million share buyback plan authorized in March 2026 (the “2026 Buyback Plan”). On a year-to-date basis, ODDITY has repurchased approximately 11.7 million Class A ordinary shares for approximately $163 million, including approximately $50 million of repurchases completed before the adoption of the 2026 Buyback Plan under ODDITY’s prior share buyback authorization, reducing total ordinary shares outstanding by approximately 20%. Approximately $87 million remains under the 2026 Buyback Plan, subject to market conditions and legal and regulatory constraints.
Exchangeable Note Repurchase
In June 2026, ODDITY repurchased and retired $50 million aggregate principal amount of its 0% exchangeable notes due 2030 for approximately $35 million, leaving approximately $550 million aggregate principal amount outstanding.
Second Quarter Fiscal 2026 Financial Highlights:
Results for the second quarter ended June 30, 2026 are presented below in comparison to the second quarter ended June 30, 2025.
Net revenue was $181 million compared to $241 million in the second quarter of 2025, a decrease of 25%.Gross profit was $124 million compared to $174 million in the second quarter of 2025; gross margin was 68.7% compared to 72.3%.Net income was $13 million compared to $49 million in the second quarter of 2025.Adjusted net income was $11 million compared to $57 million in the second quarter of 2025.Adjusted EBITDA was $13 million compared to $70 million in the second quarter of 2025.Diluted earnings per share was $0.24 compared to $0.79 in the second quarter of 2025.Adjusted diluted earnings per share was $0.20 compared to $0.92 in the second quarter of 2025.Cash, cash equivalents, and investments were $561 million as of June 30, 2026. Financial results have been rounded to the nearest million, unless indicated otherwise.
The table below sets forth our actual results for the three months ended June 30, 2026 and the low and high end of our guidance range regarding our results for the second quarter of 2026 as issued on June 2, 2026.
Three months ended June 30, 2026 Actual
ResultsGuidance
Low EndGuidance
High EndNet Revenue-25%-30%-25%Adjusted EBITDA$13 million$8 million$10 million
Financial Outlook:
ODDITY is providing the following guidance for the third quarter ending September 30, 2026:
Net revenue to decline by approximately 5% year-over-yearAdjusted EBITDA between $18 million and $20 million ODDITY is providing the following guidance for the full year ending December 31, 2026:
Net revenue to decline by approximately 19% year-over-yearAdjusted EBITDA between $30 million and $32 million Adjusted EBITDA, Adjusted net income, and Adjusted diluted earnings per share are non-GAAP financial measures. Please see the sections titled “Non-GAAP Financial Measures” and “Reconciliation of GAAP to Non-GAAP Measures” below for more information regarding ODDITY’s use of non-GAAP financial measures and reconciliations to the most directly comparable GAAP measures. ODDITY has not provided a quantitative reconciliation of its Adjusted EBITDA outlook to the corresponding net income measure because the quantification of certain items included in the calculation of GAAP net income cannot be calculated or predicted at this time without unreasonable efforts. ODDITY is unable to address the probable significance of the unavailable reconciling items, which could have a potentially unpredictable, and potentially significant, impact on its future GAAP financial results.
The financial outlook figures presented above are forward-looking statements that are subject to a variety of assumptions and estimates. Actual results may differ materially from ODDITY’s financial outlook as a result of, among other things, the factors described under “Forward-Looking Statements” below.
Conference Call Details:
A conference call to discuss ODDITY’s Q2 2026 financial and business results and outlook is scheduled for today, September 9, 2026, at 8:30 a.m. ET. To participate, please dial 1-877-407-9208 (US) or 1-201-493-6784 (international). To access the call, please reference the company name and call title: ODDITY Second Quarter 2026 Earnings Call. A webcast of the call will be accessible on the Investors section of ODDITY’s website at https://investors.oddity.com. A recording will be available shortly after the conclusion of the call. To access the replay, please dial 1-844-512-2921 (US) or 1-412-317-6671 (international). The access code for the replay is 13761986. An archive of the webcast will be available on the Investors section of ODDITY’s website for seven days following the call.
Non-GAAP Financial Measures:
In addition to the GAAP financial measures set forth in this press release, ODDITY has included the following non-GAAP financial measures: Adjusted EBITDA, Adjusted net income, Adjusted diluted earnings per share, and free cash flow. ODDITY believes these non-GAAP financial measures provide useful supplemental information to management and investors to help evaluate ODDITY’s business, measure its performance, identify trends, prepare financial projections, and make business decisions.
ODDITY defines “Adjusted EBITDA” as net income (loss) before financial income, net, taxes on income, and depreciation and amortization as further adjusted to exclude share-based compensation expense and certain unusual or non-recurring items. ODDITY believes Adjusted EBITDA is useful for financial and operational decision-making and as a means to evaluate period-to-period comparisons. By excluding certain items that may not be indicative of its recurring core operating results, ODDITY believes that Adjusted EBITDA provides meaningful supplemental information regarding its performance. In addition, Adjusted EBITDA is widely used by investors and securities analysts to measure a company’s operating performance without regard to items such as depreciation and amortization, interest expense, and interest income, which can vary substantially from company to company depending on their financing and capital structures and the method by which their assets were acquired.
ODDITY defines “Adjusted net income” as net income (loss) adjusted for the impact of share-based compensation, certain unusual or non-recurring items, one-time tax gains/losses and the tax effect of non-GAAP adjustments. In addition, ODDITY defines “Adjusted diluted earnings per share” as Adjusted net income divided by diluted shares outstanding. ODDITY believes the presentations of Adjusted net income and Adjusted diluted earnings per share are useful because they are frequently used by analysts, investors and other interested parties to evaluate companies in our industry. Further, ODDITY believes these measures are helpful in highlighting trends in our operating results, because they exclude the impact of items that are outside the control of management or not reflective of our ongoing operations and performance.
ODDITY defines “free cash flow” as net cash (used in) provided by operating activities less purchase of property and equipment.
ODDITY’s non-GAAP financial measures should be considered in addition to, not as a substitute for or in isolation from, its financial results prepared in accordance with U.S. GAAP. Other companies, including companies in our industry, may calculate these measures differently or not at all, which reduces their usefulness as comparative measures.
Reconciliations of non-GAAP financial measures to the most directly comparable GAAP measures are included with the financial tables at the end of this release under the heading “Reconciliation of GAAP to Non-GAAP Measures.”
Forward-Looking Statements:
Certain statements in this press release may constitute “forward-looking” statements and information, within the meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934, and the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 that relate to our current expectations and views of future events. In some cases, these forward-looking statements can be identified by words or phrases such as “aim,” “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “goal,” “hope,” “intend,” “may,” “objective,” “plan,” “potential,” “predict,” “project,” “shall,” “should,” “target,” “will,” “seek,” or similar words. The absence of these words does not mean that a statement is not forward-looking. These forward-looking statements address various matters, including ODDITY’s business strategy, market opportunity, ability to deliver superior products and experiences, ability to remedy the dislocation in our customer acquisition costs, potential long-term success and ODDITY’s outlook for the third quarter of 2026 and the full year ending December 31, 2026. These forward-looking statements are subject to risks, uncertainties and assumptions, some of which are beyond our control. In addition, these forward-looking statements reflect our current views with respect to future events and are not a guarantee of future performance. Actual outcomes may differ materially from the information contained in the forward-looking statements as a result of a number of factors, including, without limitation, the following: our ability to maintain the value of our brands; our ability to anticipate and respond to market trends and changes in consumer preferences; our ability to cost-effectively attract new customers (including by responding effectively to changes to algorithm-based bidding systems on key advertising platforms), retain existing customers and maintain or increase sales to those customers; our ability to maintain a strong base of engaged customers and content creators; the loss of suppliers or shortages or disruptions in the supply of raw materials or finished products; our ability to accurately forecast customer demand, manage our inventory, and plan for future expenses; our future rate of growth; competition; the fluctuating cost of raw materials; the illegal distribution and sale by third parties of counterfeit versions of our products or the unauthorized diversion by third parties of our products; changes in, or disruptions to, our shipping arrangements; our ability to manage our growth effectively; a general economic downturn or sudden disruption in business conditions; our ability to successfully introduce and effectively market new brands, or develop and introduce new, innovative, and updated products; foreign currency fluctuations; product returns; our ability to execute on our business strategy; our ability to maintain a high level of customer satisfaction; our ability to comply with and adapt to changes in laws and regulatory requirements applicable to our business, including with respect to regulation of the internet and e-commerce, evolving AI-technology related laws, tax laws, the anti-corruption, trade compliance, anti-money laundering, and terror finance and economic sanctions laws and regulations, consumer protection laws, and data privacy and security laws; failure of our products to comply with quality standards and risks related to product liability claims; trade restrictions; existing and potential tariffs; any data breach or other security incident of our information technology systems, or those of our third-party service providers or cyberattacks; risks related to online transactions and payment methods; any failure to obtain, maintain, protect, defend, or enforce our intellectual property rights; conditions in Israel and the Middle East generally, including as a result of geopolitical conflict; the concentration of our voting power as a result of our dual class structure; our status as a foreign private issuer; and other risk factors set forth in the section titled “Risk Factors” in our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 17, 2026, and other documents filed with or furnished to the SEC. These statements reflect management’s current expectations regarding future events and operating performance and speak only as of the date of this press release. You should not put undue reliance on any forward-looking statements. Except as required by applicable law, we undertake no obligation to update or revise publicly any forward-looking statements.
About ODDITY:
ODDITY is a consumer tech company that builds and scales digital-first brands to disrupt the offline-dominated beauty and wellness industries. The company serves over 70 million users with its AI-driven online platform, deploying data science to identify consumer needs, and developing solutions in the form of beauty and wellness products. ODDITY owns IL MAKIAGE, SpoiledChild, and METHODIQ. The company operates with business headquarters in New York City, an R&D center in Tel Aviv, Israel, and a biotechnology lab in Boston.
ODDITY TECH LTD.CONSOLIDATED STATEMENTS OF INCOMEU.S. dollar in thousands (except per share data)
Three months ended
June 30, Six months ended
June 30, 2026
2025
2026
2025
Unaudited UnauditedNet revenue $180,517 $241,140 $378,457 $509,216 Cost of revenue 56,571 66,788 116,541 134,016 Gross profit 123,946 174,352 261,916 375,200 Selling, general and administrative 125,206 117,258 288,666 275,441 Operating (loss) income (1,260) 57,094 (26,750) 99,759 Financial (income), net (16,533) (2,493) (21,839) (5,140) Income (loss) before taxes on income 15,273 59,587 (4,911) 104,899 Taxes on income 2,383 10,302 3,560 17,783 Net income (loss) $12,890 $49,285 $(8,471) $87,116 Weighted-average number of shares – basic (thousands) 47,683 56,822 51,974 56,413 Weighted-average number of shares – diluted (thousands) 54,084 62,335 51,974 61,329 Earnings (loss) per share attributable to Class A and Class B Ordinary shareholders: Basic $0.27 $0.87 $(0.16) $1.54 Diluted $0.24 $0.79 $(0.16) $1.42 ODDITY TECH LTD.CONSOLIDATED BALANCE SHEETSU.S. dollar in thousands
June 30,
December 31,
2026
2025
(Unaudited)
(Audited)
ASSETS CURRENT ASSETS: Cash and cash equivalents $167,274 $402,209 Marketable securities 25,880 11,170 Trade receivables 12,129 16,902 Inventories 152,170 135,181 Prepaid expenses and other current assets 33,218 36,336 Total current assets 390,671 601,798 LONG-TERM ASSETS: Marketable securities 368,008 362,571 Property, plant and equipment, net 10,044 10,864 Deferred tax asset, net 28,811 27,693 Intangible assets, net 48,462 43,582 Goodwill 64,904 64,904 Operating lease right-of-use assets 19,918 22,311 Other assets 4,305 4,069 Total long-term assets 544,452 535,994 Total assets $935,123 $1,137,792 ODDITY TECH LTD.CONSOLIDATED BALANCE SHEETSU.S. dollar in thousands
June 30, December 31,
2026
2025
(Unaudited) (Audited)
LIABILITIES AND SHAREHOLDERS’ EQUITY CURRENT LIABILITIES: Trade payables $63,076 $75,957 Other accounts payable and accrued expenses 44,347 32,869 Operating lease liabilities, current 5,764 6,002 Total current liabilities 113,187 114,828 LONG-TERM LIABILITIES: Operating lease liabilities, non-current 16,231 17,463 Exchangeable Note 537,246 584,368 Other long-term liabilities 25,187 24,638 Total liabilities 691,851 741,297 SHAREHOLDERS’ EQUITY: Class A Ordinary shares 11 15 Class B Ordinary shares 3 3 Additional paid-in capital (65,340) 77,571 Accumulated other comprehensive income 3,055 4,892 Retained earnings 305,543 314,014 Total shareholders’ equity 243,272 396,495 Total liabilities and shareholders’ equity $935,123 $1,137,792 ODDITY TECH LTD.
CONSOLIDATED STATEMENTS OF CASH FLOWS
U.S. dollar in thousands Six months ended
June 30, 2026
2025
(Unaudited)Cash flows from operating activities: Net (loss) income $(8,471) $87,116 Adjustments to reconcile net (loss) income to net cash (used in) provided by operating activities: Depreciation and amortization 7,501 5,308 Share-based compensation 17,887 16,853 Deferred income taxes (718) (1,109) Amortization of debt issuance costs 1,708 - Gain on repurchase of 0% exchangeable senior notes due 2030 ("exchangeable notes") (13,539) - Change in trade receivables 4,773 (1,578) Change in prepaid expenses and other receivables 2,827 (422) Change in inventories (16,989) 5,576 Change in trade payables (12,881) (7,315) Change in other accounts payable and accrued expenses 13,192 (3,191) Change in operating lease right-of-use assets 4,018 3,911 Change in operating lease liability (3,094) (2,872) Other (2,159) (893) Net cash (used in) provided by operating activities $(5,945) $101,384 Cash flows from investing activities: Purchase of property and equipment (1,559) (1,951) Capitalization of software development costs and investment in other intangible assets (8,053) (3,290) Investment in marketable securities, net (21,475) (81,224) Maturities in short-term deposits - 47,000 Other investing activities - (151) Net cash used in investing activities (31,087) (39,616) Cash flows from financing activities: Proceeds from issuance of exchangeable notes, net of issuance costs - 583,500 Repurchase of exchangeable notes (35,125) - Purchase of capped calls - (50,592) Proceeds from exercise of options 27 11,444 Repurchase and retirement of Class A ordinary shares (162,778) - Net cash (used in) provided by financing activities (197,876) 544,352 Effect of exchange rate fluctuations on cash and cash equivalents (75) 432 Net (decrease) increase in cash, cash equivalents and restricted cash (234,983) 606,552 Cash, cash equivalents and restricted cash at the beginning of the period 402,279 50,347 Cash, cash equivalents and restricted cash at the end of the period $167,296 $656,899 ODDITY TECH LTD.Reconciliation of GAAP to Non-GAAP MeasuresU.S. dollar in thousands (except per share data) Three months ended
June 30,
Six months ended
June 30,
2026
2025
2026
2025
(Unaudited) (Unaudited)Reconciliation of Net Income (Loss) and Adjusted EBITDA Net income (loss) $12,890 $49,285 $(8,471) $87,116 Financial (income), net (16,533) (2,493) (21,839) (5,140) Taxes on income 2,383 10,302 3,560 17,783 Depreciation and amortization 3,232 2,653 7,501 5,308 Share-based compensation 9,786 9,769 17,887 16,853 Other adjustments1 1,115 - 7,199 - Adjusted EBITDA $12,873 $69,516 $5,837 $121,920 Reconciliation of Net Income (Loss) and Adjusted Net Income Net income (loss) $12,890 $49,285 $(8,471) $87,116 Share-based compensation 9,786 9,769 17,887 16,853 Other adjustments2 (12,424) - (6,340) - Tax adjustments3 485 (1,974) (2,123) (5,080) Adjusted net income $10,737 $57,080 $953 $98,889 Diluted earnings (loss) per share $0.24 $0.79 $(0.16) $1.42 Impact of adjustments (0.04) 0.13 0.18 0.19 Adjusted diluted earnings per share4 $0.20 $0.92 $0.02 $1.61 Reconciliation of net cash (used in) provided by operating activities to free cash flow
Six months ended
June 30 2026
2025
(Unaudited)Net cash (used in) provided by operating activities $(5,945) $101,384 Purchase of property and equipment (1,559) (1,951) Free cash flow $(7,504) $99,433 1 Represents costs of certain legal matters and employee actions outside the ordinary course of business.
2 Represents costs of certain legal matters and employee actions outside the ordinary course of business and, in the second quarter of 2026, a $13.539 million gain on repurchases of our exchangeable notes.
3 Represents the tax impact of (a) the reconciling items above and (b) other discrete tax items in 2025.
4 For the first half of 2026, the Weighted-average number of shares – diluted (thousands) used to calculate Adjusted diluted earnings per share is 55,927.
ODDITY TECH LTD.Supplemental Financial InformationU.S. dollar in thousandsCash, cash equivalents, and investments June 30,
December 31,
2026
2025
(Unaudited) (Audited) Cash, restricted cash, and cash equivalents $167,296 $402,279 Marketable securities 393,888 373,741 Total cash and investments $561,184 $776,020 Net revenue by sales channel
Three months ended Six months ended June 30,June 30, 2026
2025
2026
2025
(Unaudited) (Unaudited)Online direct-to-consumer $174,058 $235,161 $367,113 $496,214 Percent of net revenue 96% 98% 97% 97% Other (Israel retail, marketing affiliates) $6,459 $5,979 $11,344 $13,002 Percent of net revenue 4% 2% 3% 3% Net revenue $180,517 $241,140 $378,457 $509,216 Note: ODDITY does not sell to resellers or distributors. Online direct-to-consumer revenues are generated directly by ODDITY through its online platform only (i.e., ILMAKIAGE.com, SpoiledChild.com, and METHODIQ.com). All revenue in Israel, including revenue generated in stores, online, and from beauty academies, is included in Other.
On September 8, two SanDisk (NASDAQ: SNDK) stock insiders disclosed dumping nearly $12 million worth of equity since the month started, for a massive increase relative to every other month since 2026 started.
Chief Legal Officer (CLO) Bernard Shek revealed on Tuesday that he sold 2,308 SNDK shares at an average price of $1,767 for a total of $4.08 million earlier on the same day.
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Notably, the SanDisk CLO is one of the company’s most prolific insider traders of 2026, as he disclosed a total of five separate sales since January 1 – 45% of the total. Additionally, this was his biggest stock market move of the year, as each of the previous sales involved 600 shares.
Meanwhile, Executive Vice President (EVP) and Chief Technology Officer (CTO) Alper Ikbahar disclosed the second and third of his 2026 insider trades – both executed on September 3.
One of these involved 400 shares sold at $1,564 on average for a total of $625,557. The other was substantially larger, with 4,712 SNDK dumped at a slightly lower $1,541 for a total of $7.2 million. The EVP’s first 2026 insider sale took place in early June and raised $3.5 million.
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2026 SanDisk stock price performance Elsewhere, the latest SanDisk stock insider selling came as the equity started a relatively decisive recovery from the downturn that took hold in late June and led to a summer bottom in July.
Overall, SNDK shares are, at $1,737.99, 531.45% in the green year-to-date (YTD), and 71% above the recent lows, though they are still more than 25% under the 2026 highs.
SanDisk stock price 2026 chart. Source: Google Big tech sees massive upsurge in insider selling since August Lastly, while corporate insider trades are usually an unreliable indicator of the internal state of companies due to strict disclosure rules, the late August and early September trends among big tech firms can be seen as, at the very least, worth keeping in mind.
Specifically, after relatively tame selling through most of 2026, executives and other senior personnel across multiple blue-chip companies began dumping vast quantities of shares last month.
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So far, arguably the biggest stock market maneuvers were made by Jeff Bezos, who disclosed an intent to sell up to $4 billion and ended up dumping more than $300 million worth of Amazon (NASDAQ: AMZN) in early August, and by Director Mark Stevens, who recently made the biggest Nvidia (NASDAQ: NVDA) insider trade of the decade.
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Agreement adds another domestic, U.S.-origin source of HALEU to support commercial and national security deployments of Radiant's Kaleidos microreactors
Adds another HALEU customer to Centrus' backlog and includes prepayments to Centrus that advance its build-out of domestic enrichment capacity
, /PRNewswire/ -- Centrus Energy Corp. [NYSE: LEU] ("Centrus"), a trusted supplier of nuclear fuel and services, and Radiant, a leading developer of transportable plug-in ready nuclear microreactors, today announced a definitive multi-year contract to supply high-assay, low-enriched uranium (HALEU) fuel needed to deploy multiple Kaleidos microreactors. Under the agreement, Centrus will begin delivering HALEU before the end of the decade, adding another domestic source of fuel to support commercial scale-up of Radiant's Kaleidos fleet.
The contract further strengthens Centrus' position as a leading fuel supplier for next generation nuclear technologies while expanding its role in the emerging microreactor market. The agreement includes Radiant prepayments to Centrus to support its domestic commercial enrichment capacity program. For Radiant, the contract adds another domestic source of HALEU as the company moves from its first Kaleidos test toward commercial and national security deployments, reinforcing the fuel supply it continues to build in parallel with the reactor itself.
"The contract with Radiant marks another important step in building the domestic fuel supply chain needed to support the next generation of nuclear energy," said Amir Vexler, President and Chief Executive Officer of Centrus. "By expanding our work to include innovative microreactor developers like Radiant, we are strengthening the U.S.-based fuel supply network. This will help ensure that emerging nuclear technologies have access to the reliable fuel they need to reach commercialization and meet growing demand for clean, secure, and dependable energy."
"You can't deploy nuclear reactors without fuel, so we have approached our fuel supply the same way we have approached the reactor: build it in parallel, and don't depend on any single path," said Dr. Rita Baranwal, Chief Nuclear Officer of Radiant. "This agreement gives Kaleidos a continued source of HALEU for commercial and national security applications and removes one of the biggest constraints facing advanced nuclear deployment. We're securing the fuel supply chain alongside the reactor so that when Kaleidos is ready to deploy at scale, the infrastructure behind it is ready too."
Because Centrus' technology is U.S.-origin and relies upon a U.S. manufacturing supply chain, the enrichment that Centrus provides to Radiant will be "unobligated" – meaning that it can be used for national security applications. Centrus' AC100 centrifuge design is the only deployment-ready U.S.-origin technology available for unobligated enrichment today. Radiant is developing transportable microreactors designed to provide reliable power for remote locations, data centers, defense applications, and/or other commercial and industrial uses, representing a broad potential market for Centrus' domestic HALEU supply.
About Centrus
Centrus Energy is a trusted American supplier of nuclear fuel and services for the nuclear power industry, helping meet the growing need for clean, affordable, carbon-free energy. Since 1998, the Company has provided its utility customers with more than 1,850 reactor years of fuel, which is equivalent to more than 7 billion tons of coal. With world-class technical and engineering capabilities, Centrus is pioneering production of High-Assay, Low-Enriched Uranium and is leading the effort to restore America's uranium enrichment capabilities at scale so that we can meet our clean energy, energy security, and national security needs. Find out more at www.centrusenergy.com or follow us on LinkedIn and X.
About Radiant
Radiant is a leading developer of advanced nuclear technologies focused on delivering reliable, resilient, and scalable energy solutions that are transportable by land, sea and air. Radiant is committed to enabling a new generation of nuclear applications for commercial, industrial, and defense customers.
Forward-Looking Statements
This news release contains "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements mean statements related to future events, which may impact our expected future business and financial performance, and often contain words such as "expects", "anticipates", "intends", "plans", "believes", "will", "should", "could", "would" or "may" and other words of similar meaning. These forward-looking statements are based on information available to us as of the date of this news release and represent management's current views and assumptions with respect to future events and operational, economic and financial performance.
For Centrus Energy Corp., particular factors that involve uncertainty and could cause our actual future results to differ materially from those expressed in our forward-looking statements and which are, and may be, exacerbated by any worsening of the global business and economic environment include but are not limited to the following: the war in Ukraine and other geopolitical conflicts; our government contracts, including related to changes to the U.S. government's appropriated funding levels for HALEU and the government's inability to satisfy its obligations, and our lease to our facility in Piketon, Ohio; whether or when government demand for HALEU or LEU for government or commercial uses will materialize and at what level; the impact and potential extended duration of a supply/demand imbalance in the market for LEU; significant competition from major LEU producers, including foreign competitors, who may be less cost sensitive than we are; limitations on our ability to compete in foreign markets; pricing trends and demand in the uranium and enrichment markets, especially in light of the potential of limited supply and our dependence on others for deliveries of LEU; and our ability to successfully implement our planned expansion projects in Piketon, Ohio and Oak Ridge, Tennessee.
Readers are cautioned not to place undue reliance on these forward-looking statements, which apply only as of the date of this news release. These factors may not constitute all factors that could cause actual results to differ from those discussed in any forward-looking statement. Accordingly, forward-looking statements should not be relied upon as a predictor of actual results. Readers are urged to carefully review and consider the various disclosures made in this news release and in our filings with the SEC, including our Annual Report on Form 10-K for the year ended December 31, 2025, under Part II, Item 1A - "Risk Factors" in our Quarterly report on Form 10-Q for the quarter ended March 31, 2026, under Part II, Item 1A - "Risk Factors" in our Quarterly report on Form 10-Q for the quarter ended June 30, 2026, and our filings with the SEC that attempt to advise interested parties of the risks and factors that may affect our business. We do not undertake to update our forward-looking statements to reflect events or circumstances that may arise after the date of this news release, except as required by law.
NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- SL Green Realty Corp. (NYSE: SLG), Manhattan’s largest office landlord, today announced that it has entered into an agreement to sell 110 Greene Street in SoHo to Natora Group for $226.0 million. The transaction is expected to close in the fourth quarter, subject to customary closing conditions, and generate approximately $216.0 million of net cash proceeds that will be used to repay unsecured corporate debt.
“Our team executed a successful leasing strategy at 110 Greene, bringing the building to full occupancy at market-leading rents,” said Harrison Sitomer, President and Chief Investment Officer of SL Green. “This transaction further signifies the depth of domestic and international buyers in the market across varying property types.”
Located in the heart of SoHo between Prince and Spring Streets, 110 Greene Street is a 13-story, 223,000-square-foot Class A office building with four exposures and frontages on both Greene and Mercer Streets. The property offers tenants convenient access to SoHo’s shopping, restaurants and nightlife, as well as 11 subway lines, and is home to Balenciaga’s New York flagship store.
Gary Phillips, Will Silverman and Carly Shoulberg of Eastdil Secured advised SL Green on the transaction.
About SL Green Realty Corp.
SL Green Realty Corp., Manhattan’s largest office landlord, is a fully integrated real estate investment trust, or REIT, that is focused primarily on acquiring, managing and maximizing the value of Manhattan commercial properties. As of June 30, 2026, SL Green held interests in 54 buildings totaling 30.6 million square feet, which included ownership interests in 29.2 million square feet and 1.4 million square feet securing debt and preferred equity investments, excluding fund investments, and managed 4 buildings totaling 0.9 million square feet owned by third parties.
Forward Looking Statement
This press release includes certain statements that may be deemed to be “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 and are intended to be covered by the safe harbor provisions thereof. All statements, other than statements of historical facts, included in this press release that address activities, events or developments that we expect, believe or anticipate will or may occur in the future, including such matters as future capital expenditures, dividends and acquisitions (including the amount and nature thereof), development trends of the real estate industry and the New York metropolitan area markets, occupancy, business strategies, expansion and growth of our operations and other similar matters, are forward-looking statements. These forward-looking statements are based on certain assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions, expected future developments and other factors we believe are appropriate. Forward-looking statements are not guarantees of future performance and actual results or developments may differ materially, and we caution you not to place undue reliance on such statements. Forward-looking statements are generally identifiable by the use of the words “may,” “will,” “should,” “expect,” “anticipate,” “estimate,” “believe,” “intend,” “project,” “continue,” or the negative of these words, or other similar words or terms.
Forward-looking statements contained in this press release are subject to a number of risks and uncertainties, many of which are beyond our control, that may cause our actual results, performance or achievements to be materially different from future results, performance or achievements expressed or implied by forward-looking statements made by us. Factors and risks to our business that could cause actual results to differ from those contained in the forward-looking statements include risks and uncertainties described in our filings with the Securities and Exchange Commission. Except to the extent required by law, we undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of future events, new information or otherwise.
Data-analysis company Zeta Global, Inc. (ZETA) up 51% in 2026 thanks to institutional inflows.
ZETA
-1.79%
ZETA combines data, AI, automation, and execution into a single platform to turn data into strategic decisions with measurable outcomes – and its initial marketing focus is broadening. The company’s second-quarter 2026 report showed $443 million in revenue (a 44% year-over-year gain), adjusted EBITDA of $92 million (a 56% jump), net income of $8.2 million or $0.03 per share (after a loss of nearly $13 million the prior quarter), and offered full-year EPS guidance of $0.11.
It’s no wonder ZETA shares are up 51% this year – and they could rise more. MoneyFlows data shows how Big Money investors are once again betting heavily on the forward picture of the stock.
Zeta Global Brings in Big Money Institutional volumes reveal plenty. In the last year, ZETA has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in ZETA shares. They reflect our proprietary inflow signal, pushing the stock higher:
ZETA shares saw big institutional inflows over the last year, gaining 65.8%. Source: www.moneyflows.com Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Zeta Global.
Zeta Global Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, ZETA has had strong sales and earnings growth:
Also, EPS is estimated to ramp higher this year by +23.6%.
Now it makes sense why the stock has been generating Big Money interest. ZETA has a track record of strong financial performance.
Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.
Zeta Global has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.
It’s made the rare Outlier 20 report six times in the last year. The blue bars below show when ZETA was a top pick in 2026…institutions are buying up the shares:
Six outlier inflow signals in the last year could bode well for ZETA shares over time – the stock is up 29.4% since the first one. Source: www.moneyflows.com Tracking unusual volumes reveals the power of money flows.
This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.
Zeta Global Price Prediction The ZETA revival isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.
Disclosure: the author holds no position in ZETA at the time of publication.
If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level. MoneyFlows created 11 Frontiers indexes to help serious investors capture AI-driven themes and learn the leading stocks in each Frontier. Get started here.
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Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.
AUSTIN, Texas, Sept. 09, 2026 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, today announced financial results for its fiscal second quarter ended July 31, 2026.
The company’s earnings release and presentation can be accessed on the quarterly results section of SailPoint’s investor relations website. SailPoint will host a conference call today at 8:30 a.m. Eastern Time to discuss the results and outlook, which is accessible here.
About SailPoint
At SailPoint (Nasdaq: SAIL), we believe enterprise security must start with identity at the foundation. Today’s enterprise runs on a diverse workforce of not just human but also digital identities—and securing them all is critical. Through the lens of identity, SailPoint empowers organizations to seamlessly manage and secure access to applications and data at speed and scale. Our unified, intelligent, and extensible platform delivers identity-first security, helping enterprises defend against dynamic threats while driving productivity and transformation. Trusted by many of the world’s most complex organizations, SailPoint secures the modern enterprise.
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NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Willis Lease Finance Corporation's (NASDAQ: WLFC) board of directors as well as executive chairman Charles F.