Live financial news intelligence

Track market-moving stories before they get noisy

Real-time pulse of financial headlines curated from 5 premium feeds.

Latest market signal Czech
Coverage 171,225 Raw stories ingested 22,681 rewritten in CS_CZ • 0 to rewrite (last 2 days).
Agents 7 waiting Pipeline agents
  • FMP Stock News Fetch every minute 33s ago
  • FMP Forex News Fetch every 5 min 2m ago
  • CoinGecko News Fetch every 5 min 4m ago
  • FIO Stock News Fetch every 10 min 3m ago
  • Patria Stock News Fetch every 10 min 3m ago
  • Editorial rewrite Rewrite every minute 33s ago
  • Asset sync Assets every 1 hour 42m ago

Latest coverage

Market News Feed

Scan headlines quickly, then expand any story for source context.

View
Language
Relevance
Details Date Content Source Relevance
2026-08-04 15:10 1mo ago
2026-08-04 10:31 1mo ago
DuPont de Nemours hlásí prudký pokles tržeb i zisku na akcii
DD DuPont
FMP Stock News 78
Original source text
For the quarter ended June 2026, DuPont de Nemours (DD - Free Report) reported revenue of $1.82 billion, down 44.2% over the same period last year. EPS came in at $1.88, compared to $3.36 in the year-ago quarter.

The reported revenue represents a surprise of +0.06% over the Zacks Consensus Estimate of $1.82 billion. With the consensus EPS estimate being $1.76, the EPS surprise was +6.82%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how DuPont de Nemours performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Change in Net Sales - Healthcare & Water Technologies - Currency: 1% versus 0.3% estimated by two analysts on average.Change in Net Sales - Diversified Industrials - Total: 3% versus the two-analyst average estimate of 1.7%.Change in Net Sales - Healthcare & Water Technologies - Total: 5% versus 5.3% estimated by two analysts on average.Net sales- Diversified Industrials: $963 million versus the two-analyst average estimate of $946.87 million.Net sales- Healthcare & Water Technologies: $856 million compared to the $859.9 million average estimate based on two analysts.Operating EBITDA- Healthcare & Water Technologies: $258 million versus the two-analyst average estimate of $256.59 million.Operating EBITDA- Corporate: $-23 million compared to the $-31.56 million average estimate based on two analysts.Operating EBITDA- Diversified Industrials: $213 million versus the two-analyst average estimate of $205.21 million.View all Key Company Metrics for DuPont de Nemours here>>>

Shares of DuPont de Nemours have returned +0.2% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
2026-08-04 15:10 1mo ago
2026-08-04 10:51 1mo ago
DuPont překonal odhady a zvýšil výhled
DD DuPont
FMP Stock News 92
Original source text
Key Takeaways DD beat Q2 earnings and sales estimates as organic sales rose 4% on broad-based end-market strength.DD raised the midpoint of full-year guidance for EBITDA and adjusted EPS after Q2 outperformance.DD generated stronger operating cash flow and free cash flow, supported by higher earnings. DuPont de Nemours, Inc. (DD - Free Report) reported second-quarter 2026 net income from continuing operations of $191 million or $1.37 per share, up sharply from $24 million or 17 cents per share in the year-ago quarter.  

Barring one-time items, adjusted earnings came in at $1.88 per share, up from the year-ago quarter’s $1.27. The figure beat the Zacks Consensus Estimate of $1.76.  

Net sales of $1,819 million increased 4% year over year and marginally topped the Zacks Consensus Estimate of $1,817.9 million. Organic sales also improved 4%, driven by continued strength across healthcare, industrial water and aerospace end markets. 

DuPont de Nemours, Inc. Price, Consensus and EPS SurpriseDD’s Segment HighlightsHealthcare & Water Technologies generated net sales of $856 million, up 5% year over year. It missed the Zacks Consensus Estimate of $860 million. Organic sales rose 4%, while currency contributed 1%. Healthcare Technologies recorded mid-single-digit organic growth on broad-based increase led by personal protection and biopharma, while Water Technologies posted low-single-digit organic growth driven by industrial water and semiconductor markets, partly offset by weakness in the Middle East. Operating EBITDA increased 4% to $258 million.  

Diversified Industrials recorded net sales of $963 million, up 3% year over year, exceeding the Zacks Consensus Estimate of $947 million. Organic sales increased 3%, supported by growth in Building Technologies from residential and non-residential construction markets and continued aerospace and electric vehicle strength in Industrial Technologies. Operating EBITDA improved 7% year over year to $213 million. 

DD’s FinancialsDuPont ended the quarter with cash and cash equivalents of $1.74 billion, up significantly from $715 million at the end of 2025. Long-term debt was $3.13 billion, essentially flat with year-end 2025.  

Cash provided by operating activities from continuing operations totaled $400 million in the quarter compared with $74 million in the year-ago period. Transaction-adjusted free cash flow rose to $326 million from $107 million a year ago, reflecting stronger earnings and improved cash conversion. 

DD’s OutlookFollowing its second-quarter outperformance, DuPont raised the midpoint of its full-year 2026 operating EBITDA and adjusted earnings guidance. The company now expects net sales in the range of $7.16-$7.19 billion, operating EBITDA between $1.75 billion and $1.77 billion and adjusted earnings of $7.17-$7.32 per share. 

For the second half of 2026, DuPont projects net sales of $3.66-$3.69 billion, operating EBITDA of $890-$910 million and adjusted earnings of $3.65-$3.80 per share. Management also expects organic sales growth to be slightly above 4% for the full year. 

The outlook reflects continued strength across healthcare, industrial water and aerospace end markets. Management expects mid-single-digit organic sales growth in the second half and remains focused on productivity, profitable growth and shareholder value creation. 

DD’s Price Performance DD's shares are down 35.1% in the past year compared with the Zacks Chemicals Diversified industry’s 3.9% rise. 

Image Source: Zacks Investment Research

DD’s Zacks Rank & Key PicksDD currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the Basic Materials space are Avient Corporation (AVNT - Free Report) , Neo Performance Materials Inc. (NOPMF - Free Report) and Lundin Mining Corporation (LUNMF - Free Report) .

Avient is scheduled to report second-quarter results on Aug. 6. The Zacks Consensus Estimate for AVNT’s second-quarter earnings is pegged at 89 cents per share. It carries a Zacks Rank #2 (Buy) at present. 

NOPMF is slated to report second-quarter results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at 5 cents per share. NOPMF has a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Lundin Mining is scheduled to report second-quarter results on Aug. 5. The Zacks Consensus Estimate for LUNMF’s second-quarter earnings is pegged at 34 cents per share. It currently carries a Zacks Rank #2. 
2026-08-04 15:09 1mo ago
2026-08-04 10:10 1mo ago
Toyota zvýšila tržby a zvýšila výhled na zisk
TM Toyota
FMP Stock News 78
Original source text
HomeEarnings AnalysisConsumer 

SummaryToyota Motor Corporation is reiterated as a Buy, with attractive valuation despite lackluster technicals and recent underperformance versus the S&P 500.Q1 results were solid, with revenue up 10.4% and favorable FX effects, but macro headwinds and earnings estimate downgrades persist.Management raised FY 2027 guidance, expects operating income of 3.4 trillion yen, and announced a 1 trillion yen share repurchase with plans to retire 200 million shares.TM faces risks from global economic softness, USDJPY volatility, China EV competition, and supply chain pressures, but earnings growth is expected to return by FY 2029. rep0rter/iStock Editorial via Getty Images

Toyota Motor Corporation (TM) posted decent fiscal Q1 GAAP results on Tuesday, August 4. Shares were little changed before the opening bell on Wall Street, continuing a trend of somewhat lackluster price action so

9.53K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-08-04 15:07 1mo ago
2026-08-04 09:56 1mo ago
Zscaler hlásí rekordní velké obchody a růst ARR
ZS Zscaler
FMP Stock News 78
Original source text
Key Takeaways Zscaler closed a record number of ACV deals worth more than $1 million in the third quarter of fiscal 2026.Zscaler's ARR rose 25% to over $3.5 billion as more than 700 customers adopted Zero Trust Everywhere.ZS' Z-Flex contract value topped $480 million, up more than 60% sequentially, boosting upsell opportunities. Zscaler, Inc. (ZS - Free Report) is seeing strong momentum in large enterprise deals as organizations continue to modernize their cybersecurity infrastructure. Growing demand for Zero Trust security, AI-powered protection and platform consolidation is encouraging customers to sign larger, multi-year contracts, providing the company with better revenue visibility and long-term growth opportunities.

Zscaler delivered a record performance in the third quarter of fiscal 2026. The company closed its highest-ever number of annual contract value deals worth more than $1 million for the fiscal third quarter. Annual recurring revenues increased 25% year over year to more than $3.5 billion, while remaining performance obligations climbed about 30% to nearly $6.5 billion, reflecting a healthy pipeline of future revenues.

The expanding adoption of ZS’ platform is a key driver behind these larger deals. More than 700 enterprise customers are now using Zscaler’s Zero Trust Everywhere framework, up from more than 550 in the previous quarter. Customers are increasingly deploying multiple products, including Zero Trust Users, Zero Trust Cloud, Zero Trust Branch and AI Protect, instead of purchasing standalone security solutions.

Z-Flex is also supporting deal growth. The flexible purchasing program generated more than $480 million in total contract value during the quarter, up more than 60% sequentially. By allowing customers to activate additional products within existing agreements, Z-Flex is increasing upselling opportunities.

With enterprises consolidating cybersecurity vendors and expanding AI deployments, Zscaler appears well-positioned to continue winning larger contracts. This trend should support sustained revenue growth, stronger customer retention and higher recurring revenues over the long term. The Zacks Consensus Estimate for Zscaler’s fiscal 2026 revenues is pegged at $3.33 billion, implying year-over-year growth of nearly 24.6%.

How Do Zscaler’s Rivals Fare in Winning Large Deals?Two major rivals competing with Zscaler for large enterprise cybersecurity contracts are Palo Alto Networks, Inc. (PANW - Free Report) and CrowdStrike Holdings, Inc. (CRWD - Free Report) .

Palo Alto Networks’ platformization strategy, which combines network, cloud and security operations on one platform, is helping the company secure larger multi-product contracts and deepen relationships with global enterprises. In the third quarter of fiscal 2026, revenues increased 31% year over year to $3 billion, while next-generation security ARR climbed 60% to $8.13 billion.

CrowdStrike is also gaining traction with large customers through its Falcon cybersecurity platform. In the first quarter of fiscal 2027, ARR reached approximately $5.51 billion, up 24% year over year, while revenues rose 26% to roughly $1.39 billion. The company continues to expand adoption of multiple Falcon modules, increasing average contract values and encouraging customers to standardize on a single cybersecurity platform.

Zscaler’s Price Performance, Valuation & EstimatesZS shares have plunged 31.3% year to date against the Zacks Security industry’s surge of 64.2%.

Zscaler YTD Price Return Performance
Image Source: Zacks Investment Research

From a valuation standpoint, ZS trades at a forward price-to-sales ratio of 7.49, significantly below the industry’s average of 18.06.

Zscaler Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Zscaler’s fiscal 2026 and 2027 earnings implies a year-over-year increase of 26.2% and 10.7%, respectively. Estimates for fiscal 2026 have remained unchanged over the past 60 days, while fiscal 2027 estimates have been revised upward in the past 30 days.

Image Source: Zacks Investment Research

Zscaler currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-08-04 15:04 1mo ago
2026-08-04 10:06 1mo ago
BioNTech snižuje výhled tržeb kvůli slabé poptávce
BNTX BioNTech
FMP Stock News 86
Original source text
4 Reasons Pfizer Could Be a Value Play You Can't MissBioNTech NASDAQ: BNTX reported second-quarter 2026 revenue of €106 million, down from €261 million a year earlier, as lower U.S. demand for its COVID-19 vaccine weighed on results. The prior-year quarter also benefited from a one-time compensation payment from Pfizer related to its decision to opt out of a shingles vaccine development program.

The company lowered its full-year revenue outlook to €1.6 billion to €1.9 billion, citing softer-than-expected global COVID-19 vaccine demand, Germany’s planned use of previously manufactured vaccine inventory for the upcoming season, and the delayed timing of an out-licensed research-and-development milestone. BioNTech expects most of its 2026 revenue in the second half, including a €613 million collaboration payment from Bristol Myers Squibb expected in the third quarter.

Get BioNTech alerts:

CEO Transition and Oncology Strategy Moderna Dips on Q2 Earnings But Can It Rip on a Short Squeeze?BioNTech announced that Guido Oelkers will become chief executive officer by Feb. 1 at the latest. Helmut Jeggle, chairman of the supervisory board, said Oelkers was selected for his strategic leadership, experience scaling global biopharmaceutical businesses and record of developing innovation-driven organizations.

Oelkers most recently served as CEO of Sobi, where Jeggle said he more than quadrupled revenue over nine years. Current CEO and co-founder Ugur Sahin said he will remain actively involved in preparing for Oelkers’ onboarding and characterized the transition as part of BioNTech’s evolution from a research-focused organization into a multi-product biopharmaceutical company.

Novavax Plunges on Earnings Miss: Falling Knife or Buying Opp?Sahin said BioNTech is advancing a tumor-focused oncology strategy spanning next-generation immunomodulators, antibody-drug conjugates, or ADCs, and mRNA cancer immunotherapies. The company is targeting more than 17 late-stage and pivotal-trial readouts through 2030 and beyond.

Lung Cancer Programs Advance Chief Medical Officer and co-founder Özlem Türeci highlighted progress for pumitamig, BioNTech’s investigational bispecific immunomodulator targeting PD-L1 and VEGF-A that is being developed with Bristol Myers Squibb. The company is running four registrational lung-cancer programs for the candidate, including trials in small cell lung cancer, first-line non-small cell lung cancer, PD-L1-high non-small cell lung cancer and unresectable stage 3 non-small cell lung cancer.

At the American Society of Clinical Oncology meeting in June, BioNTech presented global phase II data from ROSETTA-Lung 02, which is evaluating pumitamig plus chemotherapy in previously untreated advanced non-small cell lung cancer. Among 40 evaluable patients, the combination generated unconfirmed and confirmed overall response rates of 72.5% and 62.5%, respectively, according to Türeci.

In patients with PD-L1 tumor proportion scores below 1%, the confirmed objective response rate was 47.6%. It was 77.8% among patients with scores between 1% and 49%, while all six patients with scores of at least 50% responded. Türeci said the safety profile was manageable, with no new safety signals, and that the results support the ongoing global phase III program.

BioNTech also expects a first interim analysis for gotistobart in late 2026 in pivotal-stage testing for metastatic squamous non-small cell lung cancer. Gotistobart is a selective regulatory T-cell-depleting CTLA-4 antibody being developed with OncoC4. In the non-pivotal first stage of the PRESERVE-003 study, Türeci said gotistobart reduced the risk of death by 54% versus docetaxel, with a hazard ratio of 0.46. Median overall survival had not been reached in the gotistobart arm, compared with about 10 months for docetaxel.

ADC and mRNA Programs The company dosed the first patient in a phase III study of elfetabart drozuntecan, formerly known as BNT324, in taxane-naive metastatic castration-resistant prostate cancer. The B7-H3-targeting ADC is being developed with DualityBio and is being tested against docetaxel in patients whose disease progressed after second-generation androgen receptor pathway inhibitors.

Sahin said more than 1,000 patients have received the ADC across more than 10 tumor types, including 400 treated in combination with pumitamig. He said the company has seen durable disease control and a tolerable safety profile, including no significant interstitial lung disease events observed so far among patients treated for more than a year.

BioNTech expects to present data later in 2026 from a phase I/II trial of pumitamig plus BNT324 in advanced non-small cell and small cell lung cancers. Türeci described the dataset as the first clinical data for a PD-L1/VEGF-A bispecific antibody combined with an ADC in lung cancer.

In mRNA cancer immunotherapy, enrollment has been completed in a randomized phase II trial of autogene cevumeran in high-risk stage 2 or stage 3 colorectal cancer. An independent data safety monitoring board reviewed an interim analysis in June and recommended continuing the trial without modification. BioNTech expects the final, event-driven analysis in 2027.

The company also expects a phase III progression-free-survival interim analysis later this year for BNT113, its HPV16-targeting mRNA immunotherapy being tested with pembrolizumab in first-line, PD-L1-positive HPV16-positive head and neck cancer.

Guidance, Expenses and Capital Allocation BioNTech reported adjusted research-and-development expense of €477 million in the second quarter, down from €509 million a year earlier, reflecting portfolio prioritization and favorable partner cost-sharing effects. Adjusted selling, general and administrative expense rose to €198 million from €137 million, driven by investments in operational systems, prelaunch activities and the inclusion of CureVac operations following the merger.

For 2026, the company now expects adjusted R&D expense of €2 billion to €2.3 billion, while maintaining adjusted SG&A guidance of €700 million to €800 million. BioNTech ended the quarter with €16.6 billion in cash equivalents and security investments.

CFO Ramon Zapata said the company has repurchased $152 million of shares under its up-to-$1 billion repurchase authorization. He said BioNTech’s capital-allocation priorities remain funding its priority pipeline and commercial capabilities, maintaining flexibility for external opportunities, and returning capital to shareholders.

About BioNTech (NASDAQ:BNTX)BioNTech SE NASDAQ: BNTX is a Germany-based biotechnology company that develops next-generation immunotherapies and vaccines, with a primary focus on messenger RNA (mRNA) technology. Founded in 2008 and headquartered in Mainz, BioNTech advances a platform approach to design and manufacture therapeutics across oncology, infectious diseases and other high unmet-need areas. The company is publicly traded on the NASDAQ exchange and became widely known for its rapid development and global deployment of an mRNA-based COVID-19 vaccine in collaboration with Pfizer.

BioNTech's core activities include discovery research, clinical development and manufacturing of mRNA-based medicines, personalized cancer immunotherapies, engineered cell therapies, and antibody- and protein-based therapeutics.

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].

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

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and BioNTech wasn't on the list.

While BioNTech currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Looking to profit from the electric vehicle mega-trend? Click the link to see our list of which EV stocks show the most long-term potential.

Get This Free Report
2026-08-04 14:58 1mo ago
2026-08-04 10:15 1mo ago
Wheaton Precious Metals očekává zisk 1,11 USD na akcii
WPM Wheaton Precious Metals
FMP Stock News 78
Original source text
In its upcoming report, Wheaton Precious Metals Corp. (WPM - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $1.11 per share, reflecting an increase of 76.2% compared to the same period last year. Revenues are forecasted to be $876.78 million, representing a year-over-year increase of 74.2%.

The consensus EPS estimate for the quarter has been revised 10% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.

Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.

Given this perspective, it's time to examine the average forecasts of specific Wheaton Precious Metals metrics that are routinely monitored and predicted by Wall Street analysts.

The collective assessment of analysts points to an estimated 'Sales- Gold- Constancia' of $6.49 million. The estimate indicates a change of -71.3% from the prior-year quarter.

The consensus among analysts is that 'Sales- Gold- Stillwater' will reach $6.36 million. The estimate indicates a change of +38.3% from the prior-year quarter.

Analysts forecast 'Sales- Silver- Pe?asquito' to reach $136.64 million. The estimate suggests a change of +91.2% year over year.

According to the collective judgment of analysts, 'Sales- Silver- Antamina' should come in at $94.65 million. The estimate suggests a change of +160.7% year over year.

Analysts expect 'Sales- Silver- Constancia' to come in at $25.47 million. The estimate suggests a change of +20.5% year over year.

Based on the collective assessment of analysts, 'Sales- Gold- Salobo' should arrive at $320.62 million. The estimate suggests a change of +26.7% year over year.

It is projected by analysts that the 'Sales- Silver' will reach $383.04 million. The estimate indicates a year-over-year change of +131.1%.

The consensus estimate for 'Sales- Cobalt' stands at $14.51 million. The estimate points to a change of +121.2% from the year-ago quarter.

The combined assessment of analysts suggests that 'Sales- Gold- Sudbury' will likely reach $27.61 million. The estimate suggests a change of +187.6% year over year.

The average prediction of analysts places 'Units Produced - GEOs produced' at $218.1 ounces. Compared to the present estimate, the company reported $158.6 ounces in the same quarter last year.

Analysts' assessment points toward 'Average Realized Price Per Unit - Silver' reaching 80 dollars per ounce. Compared to the current estimate, the company reported 34 dollars per ounce in the same quarter of the previous year.

Analysts predict that the 'Average Realized Price Per Unit - Gold' will reach 4717 dollars per ounce. Compared to the current estimate, the company reported 3318 dollars per ounce in the same quarter of the previous year.

View all Key Company Metrics for Wheaton Precious Metals here>>>

Shares of Wheaton Precious Metals have experienced a change of -2.9% in the past month compared to the +1.7% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), WPM is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
2026-08-04 14:57 1mo ago
2026-08-04 10:31 1mo ago
Akcie Interactive Brokers klesly, ale firma rozšiřuje produkty a AI
IBKR Interactive Brokers Group
FMP Stock News 78
Original source text
Key Takeaways IBKR's pullback reflects profit-taking, valuation, rate concerns and softer sequential trading activity.New products, AI tools and broader global access support client growth and revenue diversification.Revenues and earnings are projected to grow at double-digit rates through 2027 despite a premium valuation. Shares of Interactive Brokers Group (IBKR - Free Report) have lost 8.6% over the past month. It underperformed the S&P 500 Index and the industry. The pullback appears to reflect profit-taking, elevated valuation, interest-rate concerns and a sequential moderation in trading activity rather than any meaningful deterioration in the company’s long-term fundamentals.

Compared with two of its closest peers, Robinhood Markets (HOOD - Free Report) and Charles Schwab (SCHW - Free Report) , IBKR has outperformed Robinhood during the period but lagged Schwab.

One-Month Price Performance
 

Image Source: Zacks Investment Research

The key question now is whether the recent share-price weakness in Interactive Brokers presents a buying opportunity or warrants a wait-and-watch approach. Let’s find out.

IBKR’s Product Diversification EffortsInteractive Brokers continues to add features that widen its addressable client base and deepen wallet share. The company has added nine new tokens for trading through Zero Hash and three new tokens through Paxos, while introducing the ability to transfer funds to external wallets via stablecoin. It also launched a unified screen for trading prediction-market contracts across Kalshi, CME and ForecastEx, along with AI integrations with Anthropic’s Claude, OpenAI’s ChatGPT and xAI’s Grok for account navigation, research and trade preparation.

It also launched CBOE binary-options trading and received preliminary conditional approval for a U.S. national trust bank charter, which is expected to support direct custody services for mutual fund and ETF clients. Further, enhancements to its Hedge Fund Marketplace have simplified fund discovery and investment while improving engagement through portfolio-manager video presentations.

These launches build on additions such as stablecoin funding, Coinbase Derivatives access and the Connections discovery feature, and complement tools like Ask IBKR and AI News Summaries. Together, these initiatives support client retention, broaden fee-generating opportunities and reduce reliance on any single product line amid intense competition. Reflecting growing global platform usage, overnight trading volumes nearly tripled year over year to 10.9 million trades in the second quarter from 3.8 million.

nteractive Brokers’ Technological Excellence Drives GrowthInteractive Brokers’ technological superiority is one of its strongest aspects. The company processes trades in stocks, digital assets, futures, options and forex on more than 160 exchanges across several countries and currencies. Unlike many of its peers, IBKR has a very low level of compensation expenses relative to net revenues. This helps the company generate solid growth.

Since its inception, Interactive Brokers has focused on proprietary software that automates broker-dealer functions. This has supported a steady rise in revenues over time, with total net revenues witnessing a compound annual growth rate (CAGR) of 22.8% over 2020-2025, driven by interest income, commissions and business expansion efforts. The momentum continued in the first half of 2026, and recent operating metrics show sustained engagement.

Net revenues are expected to keep improving, driven by the company's solid Daily Average Revenue Trades (DARTs) numbers and a robust trading backdrop. This anchors the forward view to sustained engagement on the platform. The company’s technological superiority, combined with easier regulations to improve product velocity, will likely support its net revenues through higher client acquisitions.

The Zacks Consensus Estimate for IBKR’s 2026 and 2027 revenues is $7.26 billion and $8.23 billion, which indicates year-over-year growth of 18% and 13.3%, respectively.

Sales Estimates
 

Image Source: Zacks Investment Research

Interactive Brokers’ Global PresenceInteractive Brokers continues to scale its international platform to capture rising cross-border investing and wealth creation in emerging markets. During the second quarter, the company expanded its global and product reach by becoming the first electronic broker to offer access to both the Korea Stock Exchange and Nextrade, introducing cryptocurrency trading across Europe and providing eligible U.K. and European retail clients with access to the SpaceX IPO.

In 2025, IBKR expanded global market access by enabling eligible clients outside Brazil to trade Brazilian equities on B3 and by adding UAE equities through the Abu Dhabi Securities Exchange and Dubai Financial Market. It also broadened access to Bursa Malaysia and continues pursuing growth in Taiwan, Mexico and India. It is the first SFC-licensed securities broker approved to allow retail clients to trade cryptocurrencies in Hong Kong.

A wider geographic and product footprint supports sustained account growth and helps diversify client activity across regions.

IBKR’s Efficient Capital DistributionsInteractive Brokers has a long record of dividend payments and has increased its payout in recent years. In April 2026, it announced a 9.4% hike in the dividend, following a 28% rise in 2025 and a 150% jump in 2024. Over the past five years, the company has hiked its dividend three times, with an annualized growth rate of 39.6%. It has a dividend payout ratio of 14%.

The June 2025 four-for-one stock split improved accessibility without changing fundamentals.

The company uses insignificant debt to finance its operations and ended the second quarter with substantial liquidity levels. This supports ongoing platform investment and regulatory requirements while still returning cash to shareholders over time.

Analyzing IBKR’s Earnings Estimates & ValuationOver the past seven days, the Zacks Consensus Estimate for Interactive Brokers’ 2026 and 2027 earnings has been revised upward to $2.69 and $3.17, respectively. This indicates year-over-year growth rates of 22.8% for 2026 and 18% for 2027.

Earnings Estimates
 

Image Source: Zacks Investment Research

In terms of valuation, the IBKR stock looks expensive compared with the industry. The stock is trading at a forward 12-month price/earnings (P/E) of 29.49X, which is above the industry’s 13.92X.

P/E F12M
 

Image Source: Zacks Investment Research

Looking at its peers, Robinhood has a forward 12-month P/E of 38.01X and Schwab is currently trading at a P/E of 14.57X. Thus, Interactive Brokers is trading at a premium compared with Schwab but it is relatively inexpensive compared with Robinhood.

Is Now the Right Time to Buy Interactive Brokers Stock?IBKR’s expanding product suite, AI-enabled tools, global market access and rising overnight trading activity support continued client growth and revenue diversification. Its technology-driven model, low compensation burden, strong balance sheet and upward earnings revisions further strengthen the investment case.

Although the stock trades at a premium and remains sensitive to rates and elevated expenses, its revenues and earnings are expected to grow at double-digit rates through 2027. Hence, investors may consider buying the dip before renewed momentum pushes the shares higher.

At present, IBKR sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
2026-08-04 14:55 1mo ago
2026-08-04 08:51 1mo ago
Zebra Technologies překonala odhady zisku i tržeb
ZBRA Zebra Technologies
FMP Stock News 78
Original source text
Zebra Technologies (ZBRA - Free Report) came out with quarterly earnings of $6.35 per share, beating the Zacks Consensus Estimate of $4.35 per share. This compares to earnings of $3.61 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +45.98%. A quarter ago, it was expected that this producer of printers for bar codes, plastic cards and, radio-frequency identification tags would post earnings of $4.21 per share when it actually produced earnings of $4.75, delivering a surprise of +12.83%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Zebra, which belongs to the Zacks Manufacturing - Thermal Products industry, posted revenues of $1.56 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.90%. This compares to year-ago revenues of $1.29 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Zebra shares have added about 20.1% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Zebra?While Zebra 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 Zebra 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 $4.55 on $1.49 billion in revenues for the coming quarter and $18.57 on $6.05 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Manufacturing - Thermal Products 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.

One other stock from the broader Zacks Industrial Products sector, Deere (DE - Free Report) , is yet to report results for the quarter ended July 2026. The results are expected to be released on August 20.

This agricultural equipment manufacturer is expected to post quarterly earnings of $4.85 per share in its upcoming report, which represents a year-over-year change of +2.1%. The consensus EPS estimate for the quarter has been revised 0.5% higher over the last 30 days to the current level.

Deere's revenues are expected to be $10.8 billion, up 4.3% from the year-ago quarter.
2026-08-04 14:53 1mo ago
2026-08-04 08:28 1mo ago
Lumentum roste po optimistickém komentáři Mizuho
LITE Lumentum Holdings
FMP Stock News 78
Original source text
Lumentum stock jumped by over 13% in the premarket session after a highly bullish statement from Mizuho. LITE soared to $881, continuing a recovery that started on July 29 when it bottomed at $594. So, will this rally continue amid the rising valuation concerns?

LITE stock has done well this year, helped by the ongoing artificial intelligence boom and the $2 billion investment from Nvidia. It has jumped by over 150% this year and 600% in the last 12 months.

The company’s optical and photonic products are used widely in the data center industry, which is seeing strong demand this year. For one, the top hyperscalers plan to spend over $750 billion in capital expenditure this year, a figure that may continue in the foreseeable future.

Lumentum counts some of the biggest companies as clients. This includes companies like Apple, Microsoft, Amazon, Alphabet, and Cisco. 

Analysts are taking note, with most of them having a bullish outlook. In the latest note, a Mizuho analyst reiterated the bullish outlook for the company with a $1000 target. The analyst noted that the company will continue doing well, noting that its top suppliers like AXTI and Landmark continued to publish strong earnings and guidance.

Other top companies have boosted their outlooks for the company. Citigroup reiterated a buy rating, while Northland Securities hiked the target from $1,000 to $1,200. Another bullish outlook came from Citic Securities, which hiked the target from $620 to $1,186. 

READ MORE: Why analysts are backing optical networking stocks like Lumentum now

LITE stock is doing well because of the ongoing Lumentum earnings growth. Its recent earnings showed that its cloud and AI business pushed its revenue up by over 90% in the third quarter to $808 million.

Components revenue jumped by 77%, while Systems soared by 24%. Most notably, its gross and net profit margins continued growing as it boosted its prices. 

Most notably, the company’s balance sheet has continued improving. Its cash and short-term investments soared to $3.17 billion from $1.15 billion in the second quarter. This increase was partly because of its revenue growth and Nvidia’s investment.

Analysts now believe that the company has more room to grow. Yahoo Finance data shows that analysts expect the upcoming results to show that its revenue jumped by 105% to $987 million. For the year, revenue is expected to jump by 81% to $3 billion, followed by $5.6 billion next year. Lumentum’s earnings-per-share is expected to jump from $2.06 last year to $8.23.

These numbers explain why the company’s valuation has jumped. It has a forward price-to-earnings ratio of 94.80, much higher than the technology sector median of 23. This figure is much higher than the five-year average of 36. As such, these numbers mean that the company will need to publish stronger results to justify the valuation.

LITE stock chart | Source: TradingView

The daily chart shows that the LITE stock has been in a downward trend, forming a descending channel. This channel was part of the bullish flag pattern, a common continuation sign in technical analysis. 

The stock has remained above the 200-day Exponential Moving Average (EMA). Also, the Stochastic Oscillator has continued rising. Therefore, it will likely continue rising as bulls target the key resistance level of $1,086, the highest point this year.
2026-08-04 14:47 1mo ago
2026-08-04 09:26 1mo ago
Entegris překonal odhady zisku na akcii i tržeb
ENTG Entegris
FMP Stock News 78
Original source text
Entegris (ENTG - Free Report) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.66 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +12.05%. A quarter ago, it was expected that this maker of equipment used in chip manufacturing would post earnings of $0.75 per share when it actually produced earnings of $0.86, delivering a surprise of +14.67%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Entegris, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $883.2 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.16%. This compares to year-ago revenues of $792.4 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.

Entegris shares have added about 48.6% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Entegris?While Entegris 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 Entegris was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.94 on $884.71 million in revenues for the coming quarter and $3.65 on $3.45 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, Electronics - Semiconductors is currently in the top 17% 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.

nLight (LASR - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This laser maker is expected to post quarterly earnings of $0.14 per share in its upcoming report, which represents a year-over-year change of +133.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

nLight's revenues are expected to be $78.52 million, up 27.2% from the year-ago quarter.
2026-08-04 14:46 1mo ago
2026-08-04 09:05 1mo ago
Eve zahájila částečné přechodové lety u prototypu eVTOL
EVEX Eve Holding
FMP Stock News 78
Original source text
Amazon Bets Big on BETA: Why Analysts See 50% UpsideEVE NYSE: EVEX said its full-scale engineering prototype has entered partial transition flight testing as the electric vertical takeoff and landing aircraft developer targets full transition by the end of 2026 and certification and entry into service in 2028.

Chief Executive Officer Johann Bordais said the company resumed its flight campaign after completing a planned three-month ground-test period focused on software upgrades and system integration. The work included testing the synchronization of the aircraft’s lifter rotors and pusher propeller, as well as ground testing of avionics, actuators and flight-control systems with motors powered on.

Get EVE alerts:

Flying Cars and Rising Bars: The 2026 eVTOL Breakout BeginsThe prototype has completed 66 flights and logged 2 hours and 46 minutes of airtime, according to Bordais. Eve has validated 150 test points during the program and accumulated more than 15,000 hours of component and systems testing across its development infrastructure.

Transition flight program advances The aircraft is now conducting partial transition flights, in which it accelerates forward by engaging its pusher while the lifter rotors remain powered. Bordais said the pusher initially operated at low revolutions and was subsequently increased to about 1,200 RPM, enabling forward flight at 30 knots, or roughly 35 miles per hour.

Don’t Miss These 3 Hidden Aerospace Gems Before They Take OffIn the coming weeks, Eve plans to increase speed progressively to 60 knots and then to 80 to 90 knots. Full transition will occur when the lifter rotors are powered off and lift is generated by air flowing over the wing, allowing the aircraft to operate like a conventional airplane.

Bordais said the company expects to need approximately 30 to 40 additional flights to complete the full transition, with timing still targeted for the end of the year. He said the company does not intend to “cut any corners” in the testing campaign, which is designed to expand the flight envelope while transferring findings into the certification-conforming aircraft program.

Marcelo Basile, Eve’s chief flight prototype engineer, said the company expects to build six conforming prototypes next year. The first will focus on flight-envelope expansion, handling qualities and performance. Other aircraft will support testing of propulsion, electrical systems, avionics, cabin systems, and function-and-reliability requirements. The sixth prototype will be the closest to a series-production aircraft, he said.

Eve plans the first crewed conforming-prototype flight for the second half of 2027. Bordais said the company expects the conforming aircraft to fly for about 12 months before certification, supporting its 2028 entry-into-service target.

Certification, suppliers and infrastructure The company said its means-of-compliance process with Brazil’s civil aviation authority, ANAC, is nearly complete. These requirements outline the tests needed to demonstrate that aircraft components meet certification standards. Some suppliers have already begun testing components for which compliance methods have been aligned with ANAC, Bordais said.

ANAC has opened an industry consultation on an updated airworthiness certification basis that Eve said reflects alignment with the Federal Aviation Administration. The consultation ends Aug. 18. ANAC also published proposed noise certification criteria for Eve’s E100 aircraft following engagement with the company, according to Bordais.

Eve has applied through ANAC for type-certificate validation by the European Union Aviation Safety Agency. Bordais said EASA certification is expected 12 to 15 months after approvals from ANAC and the FAA.

On the supply chain, Bordais said Eve has approximately 22 suppliers, with major contracts negotiated since 2023, beginning with the battery and propulsion systems. The company is conducting critical design reviews with suppliers and expects to freeze the aircraft design by the end of 2026, allowing only minor changes afterward.

Eve also announced partnerships with Hitachi and the Florida Department of Transportation. The Hitachi relationship is intended to address vertiport electrical-grid connections, charging cycles and integration of new energy demand. The Florida partnership will focus on infrastructure, operating procedures and airspace navigation needed to integrate urban air mobility into the state’s transportation network.

Liquidity, costs and production spending Chief Financial Officer Eduardo Couto said Eve ended the second quarter with $403 million in cash and total liquidity of $531 million, including $128 million of undrawn credit facilities. The company believes its liquidity is sufficient to fund operations through 2028 without additional funding.

Second-quarter cash consumption was $49 million, while cash burn for the first half totaled $118 million. Eve expects full-year cash consumption to remain near the midpoint of its previously stated $225 million to $275 million range.

Research and development expense was $29 million in the second quarter, down from roughly $55 million in prior quarters due to supplier agreements that were more favorable than expected and program-development updates. Couto said R&D spending is expected to return to about $50 million per quarter going forward. Selling, general and administrative expense was $8 million, and net loss was $34 million.

The company identified $100 million to $150 million in potential synergies and cost avoidance over the next three years through its relationship with Embraer. Couto said slightly less than one-third of those savings is expected this year, with the remainder expected in 2027 and 2028.

Cost-saving efforts include shifting certain administrative activities to Embraer, improving the master services agreement covering engineering resources, and using Embraer facilities and industrial assets to avoid duplicative investments. Eve expects approximately $20 million of capital expenditures this year, around $50 million next year, and $30 million to $40 million in 2028, for roughly $100 million of total investment in modular production capacity.

Backlog expands at Farnborough At the Farnborough Airshow, Eve announced two new letters of intent covering 46 aircraft: one from Moov for operations in Cape Verde and another from Shearwater, a Bay Point Capital Company affiliate and new leasing customer. The additions brought Eve’s stated preorder backlog to about 2,700 aircraft, valued at approximately $13.5 billion at list prices.

Bordais said the company has about 100 firm aircraft orders from Revo and AirX, while the broader backlog includes letters of intent. He said Eve is pursuing both direct sales to operators and sales to leasing companies, which can then lease aircraft to operators.

About EVE (NYSE:EVEX)Eve Holding, Inc NYSE: EVEX is the publicly traded parent of Eve Air Mobility, a company dedicated to developing sustainable urban air mobility solutions. Through its engineering and design capabilities, Eve focuses on creating electric vertical takeoff and landing (eVTOL) aircraft tailored for short-haul passenger and cargo transport in densely populated areas.

The company’s flagship offering is an eVTOL aircraft designed to deliver clean, quiet and efficient point-to-point service, backed by an integrated digital platform for air traffic management.

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].

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

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and EVE wasn't on the list.

While EVE currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.

Get This Free Report
2026-08-04 14:44 1mo ago
2026-08-04 09:51 1mo ago
NRG Energy ve 2. čtvrtletí překonala tržby, zisk zaostal
NRG NRG Energy
FMP Stock News 78
Original source text
NRG Energy (NRG - Free Report) came out with quarterly earnings of $1.49 per share, missing the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.68 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -10.24%. A quarter ago, it was expected that this power company would post earnings of $1.78 per share when it actually produced earnings of $1.48, delivering a surprise of -16.85%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

NRG, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $7.48 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 27.02%. This compares to year-ago revenues of $6.74 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

NRG shares have lost about 13% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for NRG?While NRG has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for NRG 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 $3.90 on $7.37 billion in revenues for the coming quarter and $9.70 on $32.79 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, Utility - Electric Power is currently in the bottom 29% 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.

MGE (MGEE - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This public utility holding company is expected to post quarterly earnings of $0.77 per share in its upcoming report, which represents a year-over-year change of +6.9%. The consensus EPS estimate for the quarter has been revised 8.7% higher over the last 30 days to the current level.

MGE's revenues are expected to be $166.37 million, up 4.3% from the year-ago quarter.
2026-08-04 14:43 1mo ago
2026-08-04 03:42 1mo ago
Southwest Gas zveřejní výsledky ve středu před otevřením trhu
SWX Southwest Gas Holdings
FMP Stock News 78
Original source text
Posted by Defense World Staff on Aug 4th, 2026

Southwest Gas (NYSE:SWX – Get Free Report) will likely be releasing its Q2 2026 results before the market opens on Wednesday, August 5th. Analysts expect Southwest Gas to announce earnings of $0.4509 per share and revenue of $416.2040 million for the quarter. Parties may visit the the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 11:00 AM ET.

Southwest Gas (NYSE:SWX – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The utilities provider reported $1.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.88 by $0.03. Southwest Gas had a net margin of 19.95% and a return on equity of 6.95%. The company had revenue of $585.12 million during the quarter, compared to analysts’ expectations of $695.52 million. During the same period in the prior year, the company earned $1.58 earnings per share. The business’s quarterly revenue was down 21.6% compared to the same quarter last year. On average, analysts expect Southwest Gas to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Southwest Gas Price Performance NYSE SWX opened at $89.80 on Tuesday. Southwest Gas has a twelve month low of $75.75 and a twelve month high of $94.46. The company has a debt-to-equity ratio of 0.84, a quick ratio of 1.32 and a current ratio of 1.45. The stock has a market capitalization of $6.50 billion, a PE ratio of 13.01, a P/E/G ratio of 2.12 and a beta of 0.57. The stock has a 50-day simple moving average of $89.63 and a 200 day simple moving average of $88.36.

Southwest Gas Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Monday, August 17th will be given a $0.645 dividend. This represents a $2.58 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Monday, August 17th. Southwest Gas’s payout ratio is currently 37.39%.

Institutional Inflows and Outflows Hedge funds have recently bought and sold shares of the stock. Illinois Municipal Retirement Fund grew its position in Southwest Gas by 1.3% during the 4th quarter. Illinois Municipal Retirement Fund now owns 10,431 shares of the utilities provider’s stock worth $835,000 after acquiring an additional 135 shares during the last quarter. LPL Financial LLC raised its position in Southwest Gas by 1.1% in the 4th quarter. LPL Financial LLC now owns 14,500 shares of the utilities provider’s stock valued at $1,160,000 after purchasing an additional 159 shares during the last quarter. Daiwa Securities Group Inc. boosted its stake in Southwest Gas by 21.3% in the second quarter. Daiwa Securities Group Inc. now owns 939 shares of the utilities provider’s stock worth $70,000 after purchasing an additional 165 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Southwest Gas by 0.4% in the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 44,098 shares of the utilities provider’s stock worth $3,280,000 after purchasing an additional 168 shares in the last quarter. Finally, NewEdge Advisors LLC grew its holdings in shares of Southwest Gas by 7.4% during the third quarter. NewEdge Advisors LLC now owns 3,194 shares of the utilities provider’s stock worth $250,000 after purchasing an additional 219 shares during the last quarter. 92.77% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets SWX has been the subject of several research reports. Citigroup increased their price objective on Southwest Gas from $99.00 to $106.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Wall Street Zen raised shares of Southwest Gas from a “sell” rating to a “hold” rating in a research report on Sunday, July 12th. JPMorgan Chase & Co. upgraded shares of Southwest Gas from a “neutral” rating to an “overweight” rating and set a $100.00 target price for the company in a research note on Thursday, May 7th. UBS Group set a $100.00 price target on shares of Southwest Gas in a research report on Thursday, May 7th. Finally, Weiss Ratings upgraded shares of Southwest Gas from a “buy (b+)” rating to a “buy (a-)” rating in a report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $97.29.

Read Our Latest Stock Report on Southwest Gas

Southwest Gas Company Profile (Get Free Report)

Southwest Gas Corporation (NYSE: SWX) is a publicly traded natural gas utility that provides regulated gas distribution services to residential, commercial, industrial and electric generation customers. The company’s core activities include the transportation, distribution and sale of natural gas through an extensive network of pipelines, service lines and metering facilities. Southwest Gas also offers related services such as system maintenance, pipeline safety inspections, emergency response and line extensions to support customer growth and ensure reliable gas delivery.

Founded in 1931 in southern Nevada, Southwest Gas has grown through strategic acquisitions and organic expansion to become one of the nation’s larger natural gas utilities by customer count.

Recommended Stories Five stocks we like better than Southwest Gas SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Receive News & Ratings for Southwest Gas Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Southwest Gas and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEGlencore (GLCNF) Projected to Release Quarterly Earnings on Wednesday

NEXT HEADLINE »Purple Biotech (PPBT) Expected to Announce Quarterly Earnings on Wednesday
2026-08-04 14:41 1mo ago
2026-08-04 03:43 1mo ago
California State Teachers Retirement System zvýšil podíl ve společnosti Crane
CR Crane
FMP Stock News 72
Original source text
Posted by Defense World Staff on Aug 4th, 2026

California State Teachers Retirement System increased its stake in Crane (NYSE:CR – Free Report) by 26.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,241 shares of the conglomerate’s stock after purchasing an additional 12,322 shares during the quarter. California State Teachers Retirement System owned approximately 0.10% of Crane worth $9,959,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of CR. Northwestern Mutual Wealth Management Co. boosted its stake in Crane by 289,020.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 7,855,409 shares of the conglomerate’s stock worth $1,448,773,000 after purchasing an additional 7,852,692 shares during the period. Capital World Investors raised its stake in Crane by 1.7% during the 4th quarter. Capital World Investors now owns 2,993,123 shares of the conglomerate’s stock valued at $552,022,000 after purchasing an additional 48,679 shares during the period. Norges Bank purchased a new stake in shares of Crane in the fourth quarter valued at $198,509,000. Geode Capital Management LLC lifted its holdings in shares of Crane by 4.0% in the fourth quarter. Geode Capital Management LLC now owns 917,679 shares of the conglomerate’s stock valued at $169,282,000 after purchasing an additional 35,441 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in shares of Crane by 0.4% in the first quarter. Dimensional Fund Advisors LP now owns 845,961 shares of the conglomerate’s stock worth $144,622,000 after buying an additional 3,678 shares during the period. Institutional investors and hedge funds own 75.14% of the company’s stock.

Analyst Upgrades and Downgrades Several equities research analysts recently issued reports on the company. Wall Street Zen downgraded Crane from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. BMO Capital Markets began coverage on Crane in a report on Monday, July 20th. They issued an “outperform” rating and a $253.00 target price on the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of Crane in a research report on Friday. Stifel Nicolaus raised their price target on shares of Crane from $215.00 to $242.00 and gave the stock a “buy” rating in a report on Monday, July 20th. Finally, DA Davidson boosted their price objective on shares of Crane from $235.00 to $245.00 and gave the company a “buy” rating in a research report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, Crane has an average rating of “Buy” and a consensus price target of $236.33.

Read Our Latest Stock Report on Crane

Crane Price Performance NYSE CR opened at $219.43 on Tuesday. The company has a quick ratio of 0.88, a current ratio of 1.18 and a debt-to-equity ratio of 0.29. The stock has a market capitalization of $12.67 billion, a PE ratio of 29.06, a price-to-earnings-growth ratio of 1.93 and a beta of 1.01. Crane has a 12-month low of $159.58 and a 12-month high of $230.50. The company has a 50 day moving average price of $209.70 and a two-hundred day moving average price of $194.99.

Crane (NYSE:CR – Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The conglomerate reported $1.79 EPS for the quarter, topping the consensus estimate of $1.68 by $0.11. The company had revenue of $724.70 million for the quarter, compared to analyst estimates of $708.46 million. Crane had a net margin of 13.10% and a return on equity of 24.45%. Crane’s quarterly revenue was up 25.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.49 EPS. Crane has set its FY 2026 guidance at 6.850-7.050 EPS. As a group, equities analysts predict that Crane will post 7.87 earnings per share for the current fiscal year.

Crane Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 9th. Shareholders of record on Monday, August 31st will be given a dividend of $0.255 per share. This represents a $1.02 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Monday, August 31st. Crane’s dividend payout ratio is presently 17.83%.

About Crane (Free Report)

Crane Co, headquartered in Stamford, Connecticut, is a diversified manufacturer of engineered industrial products serving customers around the world. The company operates through two primary segments: Aerospace & Electronics and Engineered Materials. Its Aerospace & Electronics division designs and produces valves, fittings, manifolds, and filtration systems for aircraft fuel, hydraulics, and environmental control systems. The Engineered Materials segment focuses on advanced polymers, heat exchangers, and specialized composite solutions for industries including chemical processing, semiconductor manufacturing, and power generation.

With roots dating back to its founding in 1855 in Chicago by R.T.

Recommended Stories Five stocks we like better than Crane SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Receive News & Ratings for Crane Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Crane and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEInvesco Ltd. $IVZ Shares Acquired by California State Teachers Retirement System

NEXT HEADLINE »California State Teachers Retirement System Has $10.32 Million Holdings in Eastman Chemical Company $EMN
2026-08-04 14:39 1mo ago
2026-08-04 09:06 1mo ago
Marathon Petroleum překonala odhady zisku i tržeb
MPC Marathon Petroleum
FMP Stock News 78
Original source text
Marathon Petroleum (MPC - Free Report) came out with quarterly earnings of $17.73 per share, beating the Zacks Consensus Estimate of $14.52 per share. This compares to earnings of $3.96 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +22.11%. A quarter ago, it was expected that this refiner would post earnings of $0.72 per share when it actually produced earnings of $1.65, delivering a surprise of +129.17%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Marathon Petroleum, which belongs to the Zacks Oil and Gas - Refining and Marketing industry, posted revenues of $52.34 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 50.26%. This compares to year-ago revenues of $34.1 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Marathon Petroleum shares have added about 88.8% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Marathon Petroleum?While Marathon Petroleum 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 Marathon Petroleum 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 $18.07 on $33.26 billion in revenues for the coming quarter and $43.19 on $144.74 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, Oil and Gas - Refining and Marketing is currently in the top 9% 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.

Delek US Holdings (DK - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This refinery operator is expected to post quarterly earnings of $2.21 per share in its upcoming report, which represents a year-over-year change of +494.6%. The consensus EPS estimate for the quarter has been revised 94.2% higher over the last 30 days to the current level.

Delek US Holdings' revenues are expected to be $3.03 billion, up 9.6% from the year-ago quarter.
2026-08-04 14:38 1mo ago
2026-08-04 09:00 1mo ago
SEI a WTW rozšiřují private markets pro 401(k)
SEIC SEI Investments Company
FMP Stock News 72
Original source text
Collaboration Aims to Broaden Access to Alternative Products in Retirement Ecosystem

, /PRNewswire/ -- SEI® (NASDAQ: SEIC) and WTW Investments, a global advisory, broking, and solutions company, today announced an expansion of their strategic relationship to support the development of private markets solutions for the 401(k) and broader U.S. defined contribution market.

Building on WTW's experience integrating private markets into defined contribution (DC) solutions since 2018, the relationship combines WTW's investment research and portfolio implementation capabilities with SEI's trust and platform capabilities through SEI Trust Company (STC), a leading provider of trustee, operational, and administrative services for collective investment trusts (CITs).

Together, the firms aim to help plan sponsors and participants gain access to more diversified sources of return through structures designed for the operational, governance and liquidity needs of the DC market. The collaboration also reflects growing demand for institutionalized structures that can help bring alternative investment strategies into defined contribution plans with the governance, oversight, and operational support required by the retirement market.

Commenting on the expanded partnership, Christy Loop, Head of U.S. Wealth and Strategic Initiatives at WTW, said:

"A key challenge for defined contribution plans is ensuring sponsors have the right wrapper, structure and terms to integrate diversifying exposures like private credit. By combining our strengths with SEI's expertise in designing fit for purpose vehicles for DC plans, we can expand participant access to private markets, enhancing diversification and providing differentiated sources of return to support long-term wealth accumulation."

WTW will provide investment and operational due diligence and research support for private markets strategies used in retirement-focused CIT and evergreen solutions. As part of the expanded relationship, WTW selected SEI Trust Company to support the delivery of certain WTW retirement solutions through CIT structures, reflecting the firms' broader collaboration across retirement and private markets initiatives.

The firms are also collaborating on the design of new products and structures intended to broaden access to private markets through vehicles suited to the needs of defined contribution plans. The expanded relationship reflects a shared commitment to product innovation and to helping the retirement market—including plan sponsors, consultants, and investment managers—evaluate how private markets exposures can be integrated into DC plans over time at scale and with appropriate risk management.

Sean Lawlor, Head of Public Markets for SEI's Investment Managers business, added:

"The ongoing convergence of public and private markets is fueling new opportunities for more diversified investment solutions through flexible, efficient CIT vehicles. With more than 30 years of experience as an independent CIT trustee, SEI's operational expertise complements WTW's investment acumen and supports the delivery of these strategies in a vehicle designed for scale, governance, and the evolving needs of the defined contribution ecosystem.

"Together, we're helping connect private markets innovation with retirement-focused solutions designed to support long-term participant outcomes."

About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of June 30, 2026, SEI manages, advises, or administers approximately $2.1 trillion in assets. For more information, visit seic.com.

About SEI Trust Company
SEI Trust Company (the "Trustee") serves as the Trustee of the Fund(s) and maintains ultimate fiduciary authority over the management of, and the investments made, in the Fund(s). The Fund(s) are part of a Collective Investment Trust (the "Trust") operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (NASDAQ: SEIC).

About WTW Investments
WTW's Investments business is focused on creating financial value for end investors through its expertise in risk assessment, strategic asset allocation, fiduciary management and investment manager selection. It has over 900 colleagues worldwide, more than 1,000 investment clients globally, assets under advisory of over US$4.7 trillion and US$178.8 billion of assets under management.

About WTW
At WTW (NASDAQ:WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help organizations sharpen their strategy, enhance organizational resilience, motivate their workforce and maximize performance. Working shoulder to shoulder with our clients, we uncover opportunities for sustainable success—and provide perspective that moves you.

Forward-looking statements

This communication contains forward-looking statements within the meaning of the rules and regulations of the Securities and Exchange Commission. In some cases, you can identify forward looking statements by terminology, such as "may," "will," "expect," "believe," "can," "continue," "seek," or similar expressions.

SEI's forward-looking statements include its current expectations as to:

the benefits that SEI and WTW may derive from their expanded strategic relationship; SEI's ability to support the development and delivery of private markets solutions for the defined contribution market; and the anticipated impact of the firms' collaboration on expanding access to private markets. You should not place undue reliance on any forward-looking statements, as they are based on the current beliefs and expectations of management and are subject to significant risks and uncertainties, many of which are beyond management's control or are subject to change. Although management believes the assumptions upon which the forward-looking statements are based are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in SEI's forward looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10-K for the year ended Dec. 31, 2025, filed with the Securities and Exchange Commission. SEI undertakes no obligation to update or revise any forward looking statements, whether as a result of new information, future events, or otherwise.

Company Contact:

Media Contact:

Alicia Rudd                   

Eric Hazard

SEI                   

Vested

+1 610-676-3887

+1 917-765-8720

[email protected]   

[email protected]

Mandy Boyd

Buttonwood Communications Group

[email protected]

SOURCE SEI Investments Company
2026-08-04 14:38 1mo ago
2026-08-04 08:30 1mo ago
Perma-Fix a Mirion uzavřely partnerství v oblasti jaderné sanace
MIR Mirion Technologies
FMP Stock News 78
Original source text
ATLANTA, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Perma-Fix Environmental Services, Inc. (NASDAQ: PESI), a global leader in nuclear waste management and environmental remediation solutions, announced today the formation of a strategic Partnership with Mirion Technologies, under the Small Business Administration’s Mentor-Protégé Program.

The formation of the strategic partnership reinforces Perma-Fix’s leadership in the U.S. nuclear cleanup market in support of the Department of Energy (DOE) and its Office of Environmental Management’s mission to reduce risks from the Cold War nuclear legacy and advance safe, permanent solutions for complex radioactive and hazardous waste.

“This Partnership represents a natural evolution of Perma-Fix’s strategy to expand our leadership across the DOE environmental management landscape. As cleanup missions continue to grow in complexity, we believe customers increasingly value solutions that combine specialized treatment infrastructure, radiological expertise, and disciplined execution. Perma-Fix’s waste management and remediation capabilities are the cornerstone of this Partnership, and Mirion’s instrumentation expertise further strengthens our ability to compete for and support larger, more technically demanding cleanup opportunities,” said Mark Duff, President and Chief Executive Officer of Perma-Fix.

The Perma-Fix and Mirion Technologies partnership will leverage Perma-Fix’s more than 30 years of experience in nuclear waste treatment, environmental remediation, project management, and waste disposition, complemented by Mirion Technologies’ expertise in radiation detection, measurement, monitoring, and advanced nuclear instrumentation. The Partnership will focus on opportunities involving advanced waste characterization and segregation, radiological measurement and non-destructive assay, waste processing, packaging, transportation, and disposal support for complex nuclear and environmental remediation projects. Together, the Partnership is intended to support earlier and more accurate waste segregation, optimized disposal pathways, reduced disposal costs and timelines, and improved project execution across major DOE cleanup programs.

The Mentor-Protégé relationship aligns with Perma-Fix’s broader strategy of expanding its participation in long-duration nuclear cleanup and waste treatment programs. As the Company continues to invest in treatment capacity, permitting, and operational readiness across its nuclear platform, management believes strategic partnerships such as this can further strengthen Perma-Fix’s ability to address emerging federal remediation opportunities, including longstanding experience at key DOE facilities such as Los Alamos National Laboratory.

About Perma-Fix Environmental Services

Perma-Fix Environmental Services, Inc. is a nuclear services company and leading provider of nuclear and mixed waste management services. The Company’s nuclear waste services include management and treatment of radioactive and mixed waste for hospitals, research labs and institutions, federal agencies including the DOE, the U.S. Department of War (DOW), and the commercial nuclear industry. The Company’s nuclear services group provides project management, waste management, environmental restoration, decontamination and decommissioning, new build construction, and radiological protection, safety and industrial hygiene capability to its clients. The Company operates four nuclear waste treatment facilities and provides nuclear services at DOE, DOW, and commercial facilities nationwide. Visit us at www.perma-fix.com to learn more.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding the agreement described herein, the anticipated benefits and opportunities arising from such agreement, and its potential future impacts. These forward-looking statements are subject to risks, uncertainties and other factors that could cause actual results to differ materially from those expressed or implied by such statements. Further information regarding risks, uncertainties, and other factors that could affect each company’s respective financial results and operations is included in the filings of Mirion Technologies and Perma-Fix Environmental Services, respectively, with the United States Securities and Exchange Commission (the “SEC”), including each company’s respective Annual Reports on Form 10-K and most recent Quarterly Report on Form 10-Q, as well as other periodic reports filed or to be filed with the SEC.

You should not rely on these forward-looking statements, as actual outcomes and results may differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. All forward-looking statements in this press release are based on information available to each of us as of the date hereof, and neither of us assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.

Contacts

For Perma-Fix inquiries:
David K. Waldman – U.S. Investor Relations
Crescendo Communications, LLC
(212) 671-1021

Herbert Strauss – European Investor Relations
[email protected]
+43 316 296 316

For Mirion Technologies media inquiries:
Erin Schesny
[email protected]

For Mirion Technologies investor inquiries:
Eric Linn
[email protected]
2026-08-04 14:37 1mo ago
2026-08-04 09:06 1mo ago
Kimco Realty splnila odhad FFO a tržby překonaly odhad
KIM Kimco Realty Corporation
FMP Stock News 78
Original source text
Kimco Realty (KIM - Free Report) came out with quarterly funds from operations (FFO) of $0.46 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.44 per share a year ago. These figures are adjusted for non-recurring items.

A quarter ago, it was expected that this real estate investment trust would post FFO of $0.45 per share when it actually produced FFO of $0.46, delivering a surprise of +2.22%.

Over the last four quarters, the company has surpassed consensus FFO estimates two times.

Kimco Realty, which belongs to the Zacks REIT and Equity Trust - Retail industry, posted revenues of $550.8 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.06%. This compares to year-ago revenues of $525.17 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 FFO expectations will mostly depend on management's commentary on the earnings call.

Kimco Realty shares have added about 25.4% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Kimco Realty?While Kimco Realty has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Kimco Realty was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $0.46 on $548.67 million in revenues for the coming quarter and $1.83 on $2.2 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, REIT and Equity Trust - Retail is currently in the top 36% 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.

Realty Income Corp. (O - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This real estate investment trust is expected to post quarterly earnings of $1.09 per share in its upcoming report, which represents a year-over-year change of +3.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Realty Income Corp.'s revenues are expected to be $1.54 billion, up 9% from the year-ago quarter.
2026-08-04 14:35 1mo ago
2026-08-04 03:43 1mo ago
California Teachers zvýšil podíl v National Fuel Gas
NFG National Fuel Gas Company
FMP Stock News 72
Original source text
Posted by Defense World Staff on Aug 4th, 2026

California State Teachers Retirement System boosted its stake in shares of National Fuel Gas Company (NYSE:NFG – Free Report) by 29.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,184 shares of the oil and gas producer’s stock after purchasing an additional 24,321 shares during the quarter. California State Teachers Retirement System owned about 0.11% of National Fuel Gas worth $9,977,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the stock. SJS Investment Consulting Inc. boosted its holdings in shares of National Fuel Gas by 458.0% in the 1st quarter. SJS Investment Consulting Inc. now owns 279 shares of the oil and gas producer’s stock valued at $26,000 after buying an additional 229 shares in the last quarter. Fairscale Capital LLC bought a new position in shares of National Fuel Gas during the 4th quarter worth approximately $29,000. HM Payson & Co. bought a new position in shares of National Fuel Gas during the 4th quarter worth approximately $29,000. Cassaday & Co Wealth Management LLC purchased a new stake in National Fuel Gas during the first quarter valued at approximately $38,000. Finally, SHP Wealth Management purchased a new stake in National Fuel Gas during the fourth quarter valued at approximately $44,000. Institutional investors own 73.96% of the company’s stock.

National Fuel Gas Price Performance NYSE NFG opened at $82.80 on Tuesday. The company has a debt-to-equity ratio of 0.91, a current ratio of 3.20 and a quick ratio of 3.07. The stock’s fifty day moving average price is $78.81 and its 200 day moving average price is $84.58. National Fuel Gas Company has a 1 year low of $75.17 and a 1 year high of $97.06. The company has a market cap of $7.87 billion, a price-to-earnings ratio of 11.50, a PEG ratio of 1.83 and a beta of 0.37.

National Fuel Gas (NYSE:NFG – Get Free Report) last issued its earnings results on Wednesday, July 29th. The oil and gas producer reported $1.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.44 by $0.10. The company had revenue of $537.50 million during the quarter, compared to analyst estimates of $564.33 million. National Fuel Gas had a return on equity of 19.04% and a net margin of 26.97%.The firm’s quarterly revenue was up 1.1% on a year-over-year basis. During the same quarter last year, the business posted $1.64 EPS. National Fuel Gas has set its FY 2026 guidance at 7.400-7.600 EPS. As a group, equities research analysts forecast that National Fuel Gas Company will post 7.5 earnings per share for the current year.

National Fuel Gas Increases Dividend The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were issued a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 2.7%. This is a positive change from National Fuel Gas’s previous quarterly dividend of $0.54. The ex-dividend date of this dividend was Tuesday, June 30th. National Fuel Gas’s dividend payout ratio is presently 30.83%.

Analysts Set New Price Targets Several brokerages have weighed in on NFG. Wall Street Zen downgraded shares of National Fuel Gas from a “hold” rating to a “sell” rating in a research note on Saturday. Weiss Ratings downgraded National Fuel Gas from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, July 21st. Finally, KeyCorp began coverage on National Fuel Gas in a report on Tuesday, April 7th. They set an “overweight” rating and a $110.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $105.50.

Check Out Our Latest Stock Analysis on NFG

About National Fuel Gas (Free Report)

National Fuel Gas Company (NYSE: NFG) is a diversified energy company engaged primarily in the production, gathering, transmission, distribution and marketing of natural gas. The company operates through four principal segments: Exploration & Production, Pipeline & Storage, Utilities, and Energy Marketing. Its integrated asset base spans upstream development in the Appalachian Basin, regional pipeline networks, underground storage facilities, and regulated utility distribution systems.

In its Exploration & Production segment, National Fuel Gas focuses on developing natural gas reserves in the Marcellus and Utica shales, leveraging modern drilling and completion techniques.

Further Reading Five stocks we like better than National Fuel Gas SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks? Want to see what other hedge funds are holding NFG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for National Fuel Gas Company (NYSE:NFG – Free Report).

Receive News & Ratings for National Fuel Gas Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for National Fuel Gas and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINECalifornia State Teachers Retirement System Boosts Stock Holdings in Flowserve Corporation $FLS

NEXT HEADLINE »California State Teachers Retirement System Acquires 38,300 Shares of Knight-Swift Transportation Holdings Inc. $KNX
2026-08-04 14:34 1mo ago
2026-08-04 14:00 1mo ago
Senátoři chtějí vyšetřit memecoin TRUMP kvůli manipulaci
MEME Memecoin OFFICIALTRUMP Official Trump SOL Solana
CoinGecko News 78
Original source text
US President Donald Trump has stood out in recent headlines for his support of Bitcoin and cryptocurrencies. In fact, Trump and his wife have altcoins bearing their own names, and his family also has cryptocurrency projects.

While some anti-crypto US Democratic senators have opposed this, most recently Democratic senators Elizabeth Warren and Richard Blumenthal sent a formal letter to the SEC regarding Donald Trump’s Solana-based memecoin, Official Trump (TRUMP).

According to CNN, senators have written a letter requesting an investigation into Trump’s altcoin for potential market manipulation and practices that could harm investors.

According to the report, Warren and Blumenthal stated in the letter that it should be investigated whether Trump poses a risk of “rug pull,” citing the irreversible losses suffered by millions of investors.

No Rug-Pull Symptoms! As the Trump controversy continues, blockchain analytics firm TRM Labs stated that there is no definitive evidence that the Trump token was designed specifically for rug-pulling purposes.

However, TRM Labs emphasized that the concentration of a significant portion of the token supply among insiders or linked addresses is a risk factor that needs to be closely monitored.

TRM Labs stated in its assessment that while early investors and the issuer of the TRUMP token made significant gains, numerous individual investors who bought later faced substantial losses.

At this point, the company noted that a structure in which approximately 1 million retail investors suffered losses, even if not technically classified as a rug pull, could become more controversial over time.

*This is not investment advice.

Follow our Telegram and Twitter account now for exclusive news, analytics and on-chain data!
2026-08-04 14:34 1mo ago
2026-08-04 08:40 1mo ago
Enpro překonala odhady zisku i tržeb
NPO Enpro Industries
FMP Stock News 78
Original source text
Enpro (NPO - Free Report) came out with quarterly earnings of $2.5 per share, beating the Zacks Consensus Estimate of $2.3 per share. This compares to earnings of $2.03 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +8.70%. A quarter ago, it was expected that this industrial products maker would post earnings of $2.08 per share when it actually produced earnings of $2.14, delivering a surprise of +2.88%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Enpro, which belongs to the Zacks Technology Services industry, posted revenues of $338.8 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.92%. This compares to year-ago revenues of $288.1 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Enpro shares have added about 56% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Enpro?While Enpro 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 Enpro was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.31 on $324.9 million in revenues for the coming quarter and $9.16 on $1.28 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, Technology Services is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Bit Digital, Inc. (BTBT - Free Report) , has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $0.05 per share in its upcoming report, which represents a year-over-year change of -66.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Bit Digital, Inc.'s revenues are expected to be $21.71 million, down 15.5% from the year-ago quarter.
2026-08-04 14:34 1mo ago
2026-08-04 03:42 1mo ago
GlobalFoundries zveřejní výsledky za 2. čtvrtletí ve středu
GFS Globalfoundries
FMP Stock News 78
Original source text
Posted by Defense World Staff on Aug 4th, 2026

GlobalFoundries (NASDAQ:GFS – Get Free Report) will likely be announcing its Q2 2026 results before the market opens on Wednesday, August 5th. Analysts expect the company to post earnings of $0.4330 per share and revenue of $1.7641 billion for the quarter. Interested persons can check the company’s upcoming Q2 2026 earning report page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 8:30 AM ET.

GlobalFoundries (NASDAQ:GFS – Get Free Report) last posted its earnings results on Tuesday, May 5th. The company reported $0.40 earnings per share for the quarter, beating the consensus estimate of $0.35 by $0.05. The business had revenue of $1.63 billion during the quarter, compared to the consensus estimate of $1.63 billion. GlobalFoundries had a return on equity of 6.85% and a net margin of 11.40%.The business’s quarterly revenue was up 3.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.34 EPS. On average, analysts expect GlobalFoundries to post $1 EPS for the current fiscal year and $2 EPS for the next fiscal year.

GlobalFoundries Stock Performance Shares of GFS opened at $50.01 on Tuesday. The company’s 50 day simple moving average is $71.63 and its 200-day simple moving average is $58.65. GlobalFoundries has a 12-month low of $31.51 and a 12-month high of $92.55. The firm has a market cap of $27.44 billion, a PE ratio of 35.98, a price-to-earnings-growth ratio of 1.77 and a beta of 1.80. The company has a current ratio of 2.59, a quick ratio of 1.87 and a debt-to-equity ratio of 0.13.

GlobalFoundries Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders of record on Wednesday, June 24th were given a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Wednesday, June 24th. GlobalFoundries’s dividend payout ratio (DPR) is presently 34.53%.

Analyst Ratings Changes Several analysts have recently weighed in on GFS shares. Wedbush reaffirmed a “neutral” rating and issued a $50.00 target price on shares of GlobalFoundries in a report on Monday, May 4th. Arete Research set a $95.00 price target on shares of GlobalFoundries in a report on Wednesday, June 10th. UBS Group increased their price objective on GlobalFoundries from $65.00 to $77.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Evercore reaffirmed an “outperform” rating and issued a $85.00 target price on shares of GlobalFoundries in a research note on Tuesday, May 19th. Finally, JPMorgan Chase & Co. increased their price objective on shares of GlobalFoundries from $45.00 to $70.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $74.12.

Read Our Latest Stock Analysis on GlobalFoundries

Insider Transactions at GlobalFoundries In other GlobalFoundries news, insider Samak L. Azar sold 500 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $74.82, for a total value of $37,410.00. Following the transaction, the insider owned 15,494 shares of the company’s stock, valued at approximately $1,159,261.08. This represents a 3.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael James Hogan sold 2,800 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $75.17, for a total transaction of $210,476.00. Following the sale, the insider directly owned 6,695 shares of the company’s stock, valued at $503,263.15. This represents a 29.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 19,450 shares of company stock worth $1,412,000.

Hedge Funds Weigh In On GlobalFoundries Several institutional investors and hedge funds have recently modified their holdings of the stock. Royal Bank of Canada increased its holdings in GlobalFoundries by 4.4% in the first quarter. Royal Bank of Canada now owns 15,583 shares of the company’s stock worth $575,000 after buying an additional 660 shares during the last quarter. AQR Capital Management LLC boosted its stake in GlobalFoundries by 77.6% during the 1st quarter. AQR Capital Management LLC now owns 102,048 shares of the company’s stock valued at $3,679,000 after purchasing an additional 44,599 shares during the period. Jones Financial Companies Lllp grew its stake in shares of GlobalFoundries by 7,120.1% in the first quarter. Jones Financial Companies Lllp now owns 12,202 shares of the company’s stock worth $450,000 after acquiring an additional 12,033 shares during the last quarter. American Century Companies Inc. increased its holdings in shares of GlobalFoundries by 3.4% during the 2nd quarter. American Century Companies Inc. now owns 27,606 shares of the company’s stock worth $1,055,000 after purchasing an additional 903 shares during the period. Finally, M&T Bank Corp acquired a new stake in shares of GlobalFoundries during the 2nd quarter worth approximately $269,000.

About GlobalFoundries (Get Free Report)

GlobalFoundries, Inc (NASDAQ: GFS) is a leading contract semiconductor manufacturer that provides wafer fabrication and related services to semiconductor companies and systems manufacturers. The company operates as a pure-play foundry, producing integrated circuits across a range of process technologies for customers in markets such as automotive, communications, consumer electronics, industrial, and aerospace. Its service offering spans process development, manufacturing, test and packaging support, and design enablement including process design kits (PDKs) and intellectual property (IP) libraries to help customers bring designs to production.

GlobalFoundries focuses on a portfolio of differentiated and specialty process nodes, offering technologies for radio-frequency (RF) and wireless, analog and mixed-signal, power management, embedded non-volatile memory, and silicon-on-insulator (SOI) process families.

Featured Articles Five stocks we like better than GlobalFoundries SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Receive News & Ratings for GlobalFoundries Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GlobalFoundries and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINESinclair (SBGI) to Post Quarterly Earnings on Wednesday

NEXT HEADLINE »Petards Group (LON:PEG) Stock Price Crosses Below Two Hundred Day Moving Average – Here’s What Happened
2026-08-04 14:34 1mo ago
2026-08-04 09:16 1mo ago
Valero ve 2. čtvrtletí výrazně překonala odhady
VLO Valero Energy Corporation
FMP Stock News 86
Original source text
Key Takeaways VLO's Q2 earnings and sales topped estimates as all three reportable segments posted higher profits.VLO's refining margin rose to $6.34 billion as gasoline and distillate economics strengthened.VLO returned $2.6 billion to stockholders while ending Q2 with $7.87 billion in cash and equivalents. Valero Energy Corporation (VLO - Free Report) delivered a second-quarter 2026 beat that changed the shape of its near-term earnings story. Adjusted earnings reached $12.54 per share, while revenues increased 48.8% to $44.48 billion, with both measures topping the Zacks Consensus Estimate.

The result was not just a refining windfall. Renewable diesel and ethanol also posted sharp profit gains, giving Valero three meaningful earnings engines as it moves through 2026.

Valero’s Q2 Beat Was Broad-BasedAdjusted earnings rose from $2.28 per share a year earlier, and the 27.1% earnings surprise was paired with a 23.7% sales surprise. That combination shows the quarter’s strength extended beyond one margin or operating statistic.

Operating income reached $5.20 billion, up from $997 million. The mix matters because each reportable segment contributed more profit than in the prior-year quarter.

VLO’s Refining Margins Drove the UpsideRefining margin increased to $6.34 billion from $3.28 billion, while segment operating income rose to $4.47 billion from $1.27 billion. Stronger gasoline and distillate economics lifted refining margin per barrel to $23.62 from $12.35.

Throughput averaged about 3 million barrels per day, with the Gulf Coast supplying roughly 62% of the total. Marathon Petroleum Corporation (MPC - Free Report) , which also operates a refining system of about 3 million barrels per day, provides a useful peer reference for how scale and feedstock flexibility can amplify tight product markets.

Valero’s Renewable Diesel Business ReboundedRenewable Diesel swung to operating income of $717 million from a $79 million loss. Margin per gallon rose to $2.52 from 22 cents as renewable credit values increased faster than fat-based feedstock costs.

Management sees support through 2026 and 2027 from established renewable-volume obligations, but the segment remains sensitive to credit values and eligible-feedstock economics. Phillips 66 (PSX - Free Report) , which produces renewable diesel and sustainable aviation fuel at its Rodeo complex, faces similar policy and feedstock variables across its lower-carbon platform.

VLO’s Ethanol Segment Added Another Profit EngineEthanol operating income increased to $318 million from $54 million even though external revenues stayed flat at $1 billion. Ethanol margin increased to $489 million from $217 million, reflecting much better conversion economics.

Production credits added another structural benefit. Valero expects roughly 17 cents per gallon for 2026 and about 19 cents per gallon from 2027 through 2029, compared with a historical mid-cycle ethanol margin of about 25 cents.

Valero’s Cash Windfall Expands Its OptionsAdjusted operating cash flow totaled $4.49 billion, and Valero returned $2.6 billion, or 59%, to stockholders. Cash and cash equivalents ended the quarter at $7.87 billion, above the company’s long-term target of $4 billion to $5 billion.

That liquidity can cushion commodity-driven working-capital swings while supporting the $230 million St. Charles optimization project and Port Arthur repairs. Valero estimates the Port Arthur work at $250 million and expects a substantial portion to be covered by insurance.

Valero’s Earnings Outlook and Estimate TrendsThe Zacks Consensus Estimate calls for earnings of $12.31 per share in the current quarter and $6.90 in the next quarter. For 2026, the consensus mark is $36.95 per share, followed by $26.70 for 2027, implying a 27.7% year-over-year decline after this year’s surge.

The estimate range remains wide, underscoring the sensitivity of results to refining margins and renewable-fuel economics.

Image Source: Zacks Investment Research

VLO’s Strong Quarter Still Faces Durability TestsValero’s second-quarter performance broadened its 2026 earnings mix, but investors should not treat one exceptional period as a permanent run rate. Refining-margin normalization, renewable-policy changes and repair execution remain the main durability tests.

The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.

Valero has a Value Score of A, Growth Score of A, Momentum Score of B and VGM Score of A. That combination points to favorable estimate-revision trends and solid style characteristics over the near term, while the projected earnings decline in 2027 argues for continued attention to cyclicality.
2026-08-04 14:33 1mo ago
2026-08-04 09:26 1mo ago
Hamilton Lane překonal odhady zisku i tržeb
HLNE Hamilton Lane
FMP Stock News 78
Original source text
Hamilton Lane (HLNE - Free Report) came out with quarterly earnings of $1.94 per share, beating the Zacks Consensus Estimate of $1.52 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 +27.63%. A quarter ago, it was expected that this private-market investment firm would post earnings of $1.43 per share when it actually produced earnings of $1.49, delivering a surprise of +4.2%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Hamilton Lane, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $275.33 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 25.88%. This compares to year-ago revenues of $175.96 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Hamilton Lane shares have lost about 29.3% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Hamilton Lane?While Hamilton Lane has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Hamilton Lane was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.59 on $221.57 million in revenues for the coming quarter and $6.45 on $900.04 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Management is currently in the top 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Eagle Point Credit (ECC - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 13.

This management investment company is expected to post quarterly earnings of $0.18 per share in its upcoming report, which represents a year-over-year change of -21.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Eagle Point Credit's revenues are expected to be $40.28 million, down 16.8% from the year-ago quarter.
2026-08-04 14:32 1mo ago
2026-08-04 10:31 1mo ago
Progressive překonala odhad EPS, tržby mírně zaostaly
PGR Progressive
FMP Stock News 78
Original source text
For the quarter ended June 2026, Progressive (PGR - Free Report) reported revenue of $23.01 billion, up 6.4% over the same period last year. EPS came in at $4.85, compared to $4.88 in the year-ago quarter.

The reported revenue represents a surprise of -0.37% over the Zacks Consensus Estimate of $23.09 billion. With the consensus EPS estimate being $4.70, the EPS surprise was +3.19%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Progressive performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Personal Lines Business - Property - Loss/LAE ratio: 47.9% versus 57.7% estimated by five analysts on average.Commercial Lines Business - Combined ratio: 85.3% versus 85.5% estimated by five analysts on average.Personal Lines Business - Property - Combined ratio: 78% compared to the 87.6% average estimate based on five analysts.Personal Lines Business - Property - Expense ratio: 30.1% versus 29.9% estimated by five analysts on average.Net premiums earned- Property: $777 million compared to the $776.65 million average estimate based on six analysts. The reported number represents a change of +0.1% year over year.Investment income: $979 million compared to the $975.69 million average estimate based on six analysts. The reported number represents a change of +12.4% year over year.Net premiums earned: $21.57 billion versus the six-analyst average estimate of $21.7 billion. The reported number represents a year-over-year change of +6.2%.Fees and other revenues: $305 million compared to the $287.38 million average estimate based on six analysts. The reported number represents a change of +0.7% year over year.Net premiums earned- Personal Lines- Agency: $7.63 billion versus the six-analyst average estimate of $7.68 billion. The reported number represents a year-over-year change of +4.5%.Service revenues: $148 million versus the six-analyst average estimate of $144.45 million. The reported number represents a year-over-year change of +11.3%.Net premiums earned- Commercial Lines: $2.69 billion versus the six-analyst average estimate of $2.75 billion. The reported number represents a year-over-year change of -2.7%.Net premiums earned- Personal lines: $18.88 billion compared to the $18.94 billion average estimate based on six analysts. The reported number represents a change of +7.6% year over year.View all Key Company Metrics for Progressive here>>>

Shares of Progressive have returned -9.2% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
2026-08-04 14:31 1mo ago
2026-08-04 08:51 1mo ago
Trex zklamal ziskem i tržbami
TREX Trex Company
FMP Stock News 78
Original source text
Trex (TREX - Free Report) came out with quarterly earnings of $0.62 per share, missing the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -3.13%. A quarter ago, it was expected that this maker of fencing and decking products would post earnings of $0.51 per share when it actually produced earnings of $0.59, delivering a surprise of +15.69%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Trex, which belongs to the Zacks Building Products - Wood industry, posted revenues of $418.02 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.01%. This compares to year-ago revenues of $387.8 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Trex shares have added about 27.8% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Trex?While Trex 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 Trex was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.48 on $302.31 million in revenues for the coming quarter and $1.78 on $1.24 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, Building Products - Wood is currently in the top 24% 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.

Rayonier (RYN - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This forest products company is expected to post quarterly earnings of $0.06 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 38.9% higher over the last 30 days to the current level.

Rayonier's revenues are expected to be $364.15 million, up 241.9% from the year-ago quarter.
2026-08-04 14:29 1mo ago
2026-08-04 13:50 1mo ago
Bittensor mění staking TAO na aktivní alokační systém
TAO Bittensor
CoinGecko News 78
Original source text
Bittensor just reimagined what staking looks like on its network, and the result reads less like a protocol upgrade and more like the launch of an on-chain asset management layer.

The Root Reborn upgrade, tagged as runtime v441, transforms root staking from a passive dividend machine into a competitive allocation system. Validators no longer just sit there collecting rewards. They now build curated “baskets” of subnet alpha holdings, reinvesting dividends instead of dumping them for TAO at regular intervals. TAO’s price jumped roughly 5% on the announcement.

How Root Reborn actually works Root Reborn flips the old system entirely. Validators now set public root weights to determine how capital gets distributed among Bittensor’s various AI-focused subnets. They pick which subnets to allocate to, with a minimum of 8 destinations when the feature is enabled, and their stakers ride along.

Advertisement

Stakers subscribe TAO to a validator’s fund and accrue yield automatically as a fraction of that fund. The default mode lets dividends compound without triggering trades. That eliminates the forced selling that was dragging on subnet token prices. It also sidesteps what the proposal identifies as adverse tax implications for stakers, since unrealized gains sitting in a basket aren’t taxable events in most jurisdictions the way recurring token swaps might be.

The proposal was architected by a developer known as “unconst” and unveiled on June 17. It targets several structural problems simultaneously: persistent sell pressure on subnet tokens, the loss of optionality for early subnet investors who got locked into a rigid dividend schedule, and the general inefficiency of treating all subnets equally regardless of performance.

The fund manager dynamic Validators are no longer passive infrastructure. They’re active capital allocators making public bets on which subnets will outperform. The protocol provides transparent tracking tools covering basket composition, net asset value, and lifetime returns.

What this means for TAO holders The headline number from the proposal is a projected reduction of up to 33% in mechanical sell pressure on TAO tokens. That’s the direct result of eliminating the automatic sell-for-TAO cycle that the old dividend system enforced.

Under Root Reborn, dividends stay invested in subnet positions, growing the basket’s value over time, rather than being converted and distributed as under the old system. Stakers can redeem their positions and move TAO between validators at any time.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
2026-08-04 14:29 1mo ago
2026-08-04 09:26 1mo ago
Keurig Dr Pepper čeká růst tržeb i zisku
KDP Keurig Dr Pepper
FMP Stock News 78
Original source text
Key Takeaways KDP is expected to post higher Q2 revenues and earnings, supported by pricing and strength in brands.Refreshment Beverages, coffee innovation and international expansion are expected to drive growth.Higher green coffee costs, tariffs and increased marketing spending remain potential margin headwinds. Keurig Dr Pepper Inc. (KDP - Free Report) is scheduled to release second-quarter 2026 results on Aug. 6, before market open. The company is expected to register bottom and top-line growth when it reports the quarterly results. The Zacks Consensus Estimate for quarterly revenues is pegged at $7.2 billion, indicating a 72.3% rise from the year-ago period’s number.

The consensus estimate for KDP’s second-quarter earnings has remained unchanged in the past 30 days at 55 cents per share. The consensus mark for earnings per share suggests a rise of 12.2% on a year-over-year basis.

In the last reported quarter, the company delivered an earnings surprise of 5.4%. KDP has registered an earnings surprise of 1.8%, on average, in the trailing four quarters.

Key Factors to Note Ahead of KDP’s Q2 ResultsKeurig Dr Pepper’s second-quarter performance is likely to have been driven by strength in brands and pricing actions. Its expansion initiatives and efforts to innovate its products are acting as tailwinds. Sturdy momentum in the Refreshment Beverages segment has been contributing to its results. Higher net price realization and volume/mix, supported by market share gains across key categories, including carbonated soft drinks, energy drinks and sports hydration, have been driving the segment’s performance.

Keurig Dr Pepper's strategic efforts are centered on advancing its transformation while strengthening its core business. The company is focused on seamlessly integrating the recently acquired JDE Peet's business to unlock operational and commercial synergies. Internationally, KDP is pursuing portfolio and distribution expansion in Canada and Mexico and adopting a capital-light partnership model in Europe to broaden its consumer reach.

Srength in coffee innovations, coupled with portfolio-expansion actions through partnerships like Electrolit, GHOST and Bloom Pop, is likely to aid results. The company’s strategic transformation, innovation pipeline and resilient brand portfolio are expected to have acted as tailwinds. All aforesaid factors are expected to have driven continued market share gains and overall performance in the to-be-reported quarter. The Zacks Consensus Estimate for sales at the Refreshment Beverages unit and the International division is pegged at $2.8 billion and $635 million, showing respective increases of 7% and 14.4% year over year.

Although the aforesaid positives are likely to aid the quarterly results, Keurig Dr Pepper has been witnessing inflationary pressures and increased marketing investments. Tariff-related pressures also remain concerning. Elevated input costs, particularly higher green coffee prices, tariffs and packaging-related inflation, are likely to have acted as deterrents.

Valuation Picture & Price PerformanceFrom a valuation perspective, Keurig Dr Pepper stock is trading at a discount relative to historical and industry benchmarks. With a forward 12-month price-to-earnings ratio of 12.7X, which is below the five-year high of 23.33X and the Beverages - Soft Drinks industry’s average of 19.69X, the stock offers compelling value for investors seeking exposure to the sector.

Image Source: Zacks Investment Research

The recent market movements show that KDP’s shares have risen 10.4% in the past six months compared with the industry's growth of 3.3%.

Image Source: Zacks Investment Research

What the Zacks Model UnveilsOur proven model does not conclusively predict an earnings beat for Keurig Dr Pepper this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

Keurig Dr Pepper currently has an Earnings ESP of -1.82% and a Zacks Rank of 3.

Stocks With the Favorable CombinationHere are some companies, which according to our model, have the right combination of elements to beat on earnings this reporting cycle.

Primo Brands Corporation (PRMB - Free Report) has an Earnings ESP of +16.51% and a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The company is expected to register a top-line increase when it reports second-quarter 2026 numbers. The consensus estimate for quarterly revenues is pegged at $1.8 billion, which indicates a rise of 1.8% from the figure reported in the year-ago quarter.

The Zacks Consensus Estimate for PRMB’s quarterly bottom line has dipped a penny in the past 30 days to 34 cents per share. The consensus mark for earnings shows a decline of 5.6% from the figure reported in the year-ago quarter. PRMB has delivered an earnings surprise of 1.4%, on average, in the trailing four quarters.

The Kraft Heinz Company (KHC - Free Report) has an Earnings ESP of +0.82% and a Zacks Rank of 2 at present. The company is expected to register bottom and top-line declines when it reports second-quarter 2026 numbers. The Zacks Consensus Estimate for KHC’s quarterly bottom line has been stable in the past 30 days at 53 cents per share. The consensus mark for earnings shows a decline of 23.2% from the figure reported in the year-ago quarter.

The consensus estimate for quarterly revenues is pegged at $6.2 billion, which indicates a drop of 3% from the figure reported in the year-ago quarter. KHC has delivered an earnings surprise of 10.2%, on average, in the trailing four quarters.

Monster Beverage Corporation (MNST - Free Report) currently has an Earnings ESP of +2.61% and a Zacks Rank of 3. The company is likely to register bottom and top-line growth when it reports second-quarter 2026 numbers.

The Zacks Consensus Estimate for Monster Beverage’s quarterly revenues is pegged at $2.42 billion, indicating an increase of 14.6% from the figure reported in the prior-year quarter. The consensus estimate for MNST’s quarterly earnings of 59 cents per share implies a rise of 13.5% from the year-ago quarter’s level. MNST has a trailing four-quarter earnings surprise of 9.6%, on average.
2026-08-04 14:29 1mo ago
2026-08-04 03:42 1mo ago
Brink’s zveřejní výsledky za 2Q, čeká EPS 2,04 USD
BCO Brinks
FMP Stock News 78
Original source text
Posted by Defense World Staff on Aug 4th, 2026

Brink’s (NYSE:BCO – Get Free Report) is expected to be announcing its Q2 2026 results before the market opens on Wednesday, August 5th. Analysts expect Brink’s to announce earnings of $2.04 per share and revenue of $1.3874 billion for the quarter. Brink’s has set its Q2 2026 guidance at 1.850-2.250 EPS. Investors are encouraged to explore the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 9:00 AM ET.

Brink’s (NYSE:BCO – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The business services provider reported $1.80 EPS for the quarter, topping the consensus estimate of $1.59 by $0.21. Brink’s had a return on equity of 87.38% and a net margin of 3.35%.The company had revenue of $1.38 billion for the quarter, compared to the consensus estimate of $1.36 billion. During the same period in the previous year, the business posted $1.62 EPS. The company’s revenue for the quarter was up 10.3% on a year-over-year basis. On average, analysts expect Brink’s to post $9 EPS for the current fiscal year and $10 EPS for the next fiscal year.

Brink’s Trading Down 2.4% Shares of BCO stock opened at $115.65 on Tuesday. The firm has a market capitalization of $4.76 billion, a P/E ratio of 27.02 and a beta of 1.06. Brink’s has a 1 year low of $84.99 and a 1 year high of $136.37. The firm’s fifty day simple moving average is $106.20 and its 200 day simple moving average is $111.69. The company has a current ratio of 1.53, a quick ratio of 1.53 and a debt-to-equity ratio of 9.75.

Brink’s Announces Dividend Discover more

Missile defense systems

Air defense systems

Defense news subscription

Business News

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Monday, July 27th will be issued a dividend of $0.255 per share. The ex-dividend date is Monday, July 27th. This represents a $1.02 annualized dividend and a dividend yield of 0.9%. Brink’s’s payout ratio is presently 23.83%.

Wall Street Analysts Forecast Growth A number of research analysts have recently commented on the  stock. Wall Street Zen lowered shares of Brink’s from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Weiss Ratings lowered Brink’s from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, June 8th. Two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Brink’s presently has an average rating of “Moderate Buy” and a consensus price target of $154.00.

Read Our Latest Analysis on Brink’s

Institutional Inflows and Outflows Hedge funds and other institutional investors have recently made changes to their positions in the stock. Invesco Ltd. lifted its holdings in Brink’s by 7.9% during the 4th quarter. Invesco Ltd. now owns 124,279 shares of the business services provider’s stock valued at $14,507,000 after purchasing an additional 9,111 shares during the last quarter. Mercer Global Advisors Inc. ADV bought a new stake in Brink’s during the fourth quarter worth about $292,000. First Citizens Bank & Trust Co. acquired a new stake in shares of Brink’s during the fourth quarter worth approximately $480,000. XTX Topco Ltd acquired a new stake in shares of Brink’s during the fourth quarter worth approximately $1,249,000. Finally, VARCOV Co. bought a new position in shares of Brink’s in the fourth quarter valued at approximately $385,000. 94.96% of the stock is owned by institutional investors.

Brink’s Company Profile (Get Free Report)

The Brink’s Company (NYSE: BCO) is a global leader in secure logistics and cash management solutions. The company provides a comprehensive suite of services that span armored transportation, cash-in-transit (CIT), ATM services, smart safe solutions, and valuables storage. Through its network of service centers and armored vehicles, Brink’s ensures the safe and efficient movement of currency, precious metals, and other high-value assets for banks, retailers, mints, and government agencies.

Brink’s armored transport operations are complemented by technology-driven cash management offerings, including deposit automation and secure vaulting.

Featured Articles Five stocks we like better than Brink’s SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Receive  News & Ratings for Brink's Daily - Enter your email address below to receive a concise daily summary of the latest  news and analysts' ratings for Brink's and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEBank Hapoalim (OTCMKTS:BKHYY) Stock Price Crosses Below Two Hundred Day Moving Average – Here’s Why

NEXT HEADLINE »Eli Lilly and Company (LLY) Projected to Release Earnings on Wednesday
2026-08-04 14:27 1mo ago
2026-08-04 08:08 1mo ago
Diamondback čeká trvale vyšší ceny ropy
FANG Diamondback Energy
FMP Stock News 78
Original source text
For much of the past decade, investors treated oil price spikes as temporary disruptions that eventually faded. That assumption is becoming harder to defend. The Iran war has fundamentally changed the balance between global supply and demand, and the world’s oil market is still struggling to recover. 

Before hostilities erupted, West Texas Intermediate (WTI) crude traded near $65 per barrel while Brent crude hovered around $70. Both briefly surged above $100 after the Strait of Hormuz was effectively shut down, and although prices have eased from those peaks, WTI and Brent remain above $80 today. Diamondback Energy‘s (NASDAQ:FANG | FANG Price Prediction) latest earnings report suggests that elevated prices may no longer be the exception — they could become the baseline.

Diamondback’s Results Tell the Story Diamondback Energy delivered one of the strongest earnings reports in the energy sector, according to its quarterly earnings release. Revenue climbed to $5.56 billion, beating the $4.81 billion Wall Street consensus and rising from $3.68 billion a year earlier. Adjusted earnings reached $6.48 per share, ahead of the $6.01 analysts expected.

The numbers extended well beyond the income statement.

Metric Q2 2026 Revenue $5.56 billion Adjusted EPS $6.48 Free Cash Flow $2.33 billion Production 1.018 million BOE/d Oil Production 525 MBO/d Management also raised full-year production guidance while forecasting 517,000 to 527,000 barrels of oil per day during the third quarter.

Diamondback isn’t benefiting from a temporary windfall alone. It is generating enough cash to expand production while returning capital to shareholders, illustrating how higher commodity prices quickly translate into stronger financial results for efficient producers.

Think high gas prices are just a phase? Think again. A permanent supply shock has rewritten the global market, turning massive producer profits into a long-term tax on your wallet. © 24/7 Wall St. Management Thinks Oil Has Changed Permanently The more important message came in CEO Kaes Van’t Hof’s shareholder letter. He called the Iran conflict “the largest supply shock in the history of the global oil market.” According to Diamondback, global production fell by 13.6 million barrels per day, while worldwide inventories declined by an estimated 3.8 million barrels per day after the conflict began, accelerating to roughly 4.6 million barrels per day in May.

Although exports through the region are recovering in stages, Van’t Hof argued that the market has fundamentally changed.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Diamondback Energy didn't make the cut. Grab the names FREE today.

“These draws will eventually have to reverse, and we believe the restocking required to rebuild global inventories has structurally raised the floor for oil prices compared to pre-conflict prices.”

That is an important distinction. Inventories don’t replenish overnight. Even if geopolitical tensions ease tomorrow, producers must rebuild depleted stockpiles before supply catches demand. That creates persistent buying pressure that supports higher oil prices.

Ironically, Saudi Aramco warned early in the conflict that unless shipping disruptions ended quickly, the consequences would prove lasting. Diamondback’s latest assessment suggests exactly that scenario is unfolding.

The Inflation Problem Isn’t Going Away For producers like Diamondback, Chevron (NYSE:CVX), and ExxonMobil (NYSE:XOM), stronger crude prices generally expand profits and free cash flow. For consumers, however, gasoline prices above $4 per gallon continue squeezing household budgets and remain one of inflation’s largest contributors.

President Trump criticized Chevron, ExxonMobil, and other producers yesterday over gasoline prices, seemingly absolving himself of any responsibility and ignoring that integrated oil companies have little influence over prices set at the pump. Oil companies simply sell into the market they are given.

That has broader implications for investors. If energy inflation remains elevated, the Federal Reserve may find it harder to declare victory over inflation. Diamondback’s comments point toward sustained upward pressure on prices, increasing the possibility that interest rates rise sooner than markets currently expect.

Key Takeaway In short, Diamondback’s quarterly results were impressive, but its outlook may matter even more. The company’s earnings release and shareholder letter argue that the Iran conflict didn’t simply create a temporary spike in oil prices — it permanently raised the market’s starting point by draining global inventories that now must be rebuilt.

Granted, peace negotiations could eventually restore more supply. Regardless, rebuilding millions of barrels of depleted inventories will take time, supporting crude prices well above pre-war levels. For investors, that favors efficient energy producers like Diamondback. For consumers, it suggests expensive gasoline — and the inflation pressure that comes with it — may be the new normal.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Diamondback Energy didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.
2026-08-04 14:26 1mo ago
2026-08-04 09:51 1mo ago
BellRing Brands zisk zaostal, tržby překonaly odhady
BRBR Bellring Brands
FMP Stock News 78
Original source text
BellRing Brands (BRBR - Free Report) came out with quarterly earnings of $0.3 per share, missing the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.55 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -18.92%. A quarter ago, it was expected that this nutritional supplements company would post earnings of $0.31 per share when it actually produced earnings of $0.14, delivering a surprise of -54.84%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

BellRing Brands, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $570.4 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.56%. This compares to year-ago revenues of $547.5 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

BellRing Brands shares have lost about 51.6% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for BellRing Brands?While BellRing Brands has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for BellRing Brands was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.36 on $658 million in revenues for the coming quarter and $1.24 on $2.35 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Food - Miscellaneous is currently in the bottom 15% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Flowers Foods (FLO - Free Report) , is yet to report results for the quarter ended June 2026.

This bakery goods company is expected to post quarterly earnings of $0.23 per share in its upcoming report, which represents a year-over-year change of -23.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Flowers Foods' revenues are expected to be $1.23 billion, down 1% from the year-ago quarter.
2026-08-04 14:26 1mo ago
2026-08-04 10:15 1mo ago
Western Midstream čeká vyšší zisk i tržby ve 2. čtvrtletí
WES Western Midstream Partners
FMP Stock News 72
Original source text
The upcoming report from Western Midstream (WES - Free Report) is expected to reveal quarterly earnings of $0.90 per share, indicating an increase of 3.5% compared to the year-ago period. Analysts forecast revenues of $1.13 billion, representing an increase of 20% year over year.

Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 1.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.

While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.

That said, let's delve into the average estimates of some Western Midstream metrics that Wall Street analysts commonly model and monitor.

According to the collective judgment of analysts, 'Throughput for natural-gas assets per day - Throughput attributable to noncontrolling interests' should come in at . The estimate is in contrast to the year-ago figure of .

The collective assessment of analysts points to an estimated 'Throughput for natural-gas assets per day - Total throughput attributable to WES for natural-gas assets' of . The estimate compares to the year-ago value of .

The average prediction of analysts places 'Total throughput attributable to WES for natural-gas assets per day' at . Compared to the present estimate, the company reported in the same quarter last year.

The consensus estimate for 'Throughput for natural-gas assets per day - Equity Investment' stands at . The estimate compares to the year-ago value of .

Analysts forecast 'Throughput for natural-gas assets per day - Operated - Delaware Basin' to reach . The estimate compares to the year-ago value of .

Analysts' assessment points toward 'Throughput for natural-gas assets per day - Operated - DJ Basin' reaching . The estimate is in contrast to the year-ago figure of .

It is projected by analysts that the 'Throughput for crude-oil and NGLs assets per day - Operated - Delaware Basin' will reach 267.64 thousands of barrels of oil. The estimate compares to the year-ago value of 269.00 thousands of barrels of oil.

The consensus among analysts is that 'Throughput for crude-oil and NGLs assets per day - Operated - DJ Basin' will reach 94.44 thousands of barrels of oil. Compared to the present estimate, the company reported 96.00 thousands of barrels of oil in the same quarter last year.

Analysts expect 'Throughput for crude-oil and NGLs assets per day - Non-operated - Equity investments' to come in at 100.60 thousands of barrels of oil. The estimate compares to the year-ago value of 112.00 thousands of barrels of oil.

Analysts predict that the 'Throughput for crude-oil and NGLs assets per day - Operated - Other' will reach 33.73 thousands of barrels of oil. Compared to the present estimate, the company reported 38.00 thousands of barrels of oil in the same quarter last year.

Based on the collective assessment of analysts, 'Throughput for produced-water assets per day - Operated - Delaware Basin' should arrive at 2,901.01 thousands of barrels of oil. The estimate compares to the year-ago value of 1,242.00 thousands of barrels of oil.

The combined assessment of analysts suggests that 'Throughput for natural-gas assets per day - Non-operated - Equity investments' will likely reach . The estimate compares to the year-ago value of .

View all Key Company Metrics for Western Midstream here>>>

Western Midstream shares have witnessed a change of +7% in the past month, in contrast to the Zacks S&P 500 composite's +1.7% move. With a Zacks Rank #2 (Buy), WES is expected outperform the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
2026-08-04 14:25 1mo ago
2026-08-04 09:00 1mo ago
Tenable rozšířil ochranu AI na Google Gemini a MCP
TENB Tenable Holdings
FMP Stock News 72
Original source text
Tenable now delivers greater risk visibility and governance across an expanded AI attack surface created by increased adoption of LLMs, MCPs and AI tools August 04, 2026 09:00 ET  | Source: Tenable Holdings, Inc.

LAS VEGAS, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Black Hat USA Booth #2639 — Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced enhanced AI security capabilities within the Tenable One Exposure Management Platform. Tenable One AI Exposure now delivers expanded platform coverage with support for Google Gemini, extending its coverage across major LLMs: Google Gemini, Anthropic Claude, OpenAI ChatGPT Enterprise and Microsoft Copilot. The release also extends discovery to all major Model Context Protocol (MCP) deployments and AI-native Integrated Development Environment (IDE) tools. Together, these capabilities give security teams a more complete view of where AI is being used, what risk it creates and where action is needed.

The rapid adoption of AI across the enterprise has created a critical AI exposure gap, a largely invisible risk that emerges across interconnected applications, infrastructure, identities and data. Underscoring this risk, Tenable detected 457 million AI-related security issues across more than 7,000 organizations, averaging 62,000 exposures per organization over a 30-day period. Traditional security tools leave security teams blind to high-impact attack paths, forcing them into a reactive loop rather than preemptively reducing AI risk.

Tenable One continuously discovers AI across endpoints, cloud and LLM applications, including both authorized and shadow AI. It inventories AI assets with the Tenable Exposure Graph, Tenable's data lake that aggregates massive volumes of security data to help organizations map, analyze and prevent cyber risks. Tenable One reduces real-world AI risk by securing the environments where AI runs and hardening AI workloads before they can be exploited. With these new advancements, Tenable One enables organizations to gain better visibility, context and control to manage AI risk while being able to govern AI use, enforce policies and prevent cyber exposures.

New AI security capabilities within Tenable One include:

Google Gemini Coverage: Tenable One now delivers visibility and governance for Google Gemini including monitoring of user interactions and prompt responses, policy enforcement, and detection of malicious activity and inappropriate usage.Enhanced AI Visibility: Tenable One now doubles its coverage of sanctioned and shadow AI, supporting MCPs, AI-native IDEs (such as Cursor, Windsurf and Trae) and AI-enabled browser extensions.Operationalized Remediation: Organizations can remediate faster by creating tickets directly in Jira and ServiceNow or alerting users on policy violations by sending automated email notifications, Slack or Teams messages. “The massive volume of AI exposures confirms the operational reality that authorized and unauthorized AI is deployed faster than security teams can govern it,” said Eric Doerr, Chief Product Officer, Tenable. “There’s no denying that AI attack surfaces are making defenders’ jobs even harder, and legacy or siloed cybersecurity tools simply don’t cut it. With today’s expansion to include Google Gemini, MCP and AI-native IDE deployments, Tenable is the only exposure management platform delivering unified AI visibility and governance across all major LLMs, software, and tools.”

Tenable One brings together two distinct AI capabilities. Tenable AI Exposure helps organizations discover, assess and secure how AI is being used across their environments. Tenable Hexa AI is the platform’s agentic engine, using AI to coordinate agents, automate security tasks and accelerate remediation. Put simply, AI Exposure helps organizations secure their use of AI, while Hexa helps them use AI to improve security operations. Together, they advance Tenable’s preemptive security strategy by helping organizations reduce AI-related risk and act on cyber exposure more efficiently.

Visit the Tenable booth #2639 this week at Black Hat USA, August 4-7, 2026, to see Tenable One in action.

More information about Tenable One AI Exposure is available at: https://www.tenable.com/products/ai-exposure

About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.

Media Contact:
Tenable
[email protected]
2026-08-04 14:25 1mo ago
2026-08-04 10:21 1mo ago
Global Business Travel Group zklamala ziskem na akcii, tržby překonaly odhad
GBTG Global Business Travel Group
FMP Stock News 72
Original source text
Global Business Travel Group, Inc. (GBTG - Free Report) came out with quarterly earnings of $0.03 per share, missing the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -25.00%. A quarter ago, it was expected that this company would post earnings of $0.05 per share when it actually produced earnings of $0.05, delivering no surprise.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

Global Business Travel Group, Inc., which belongs to the Zacks Internet - Software industry, posted revenues of $870 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.06%. This compares to year-ago revenues of $631 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.

Global Business Travel Group, Inc. shares have added about 23.3% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Global Business Travel Group, Inc.?While Global Business Travel Group, Inc. 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 Global Business Travel Group, Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.01 on $798.15 million in revenues for the coming quarter and $0.18 on $3.28 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the bottom 40% 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.

Affirm Holdings (AFRM - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This operator of digital commerce platform is expected to post quarterly earnings of $0.33 per share in its upcoming report, which represents a year-over-year change of +65%. The consensus EPS estimate for the quarter has been revised 2.5% higher over the last 30 days to the current level.

Affirm Holdings' revenues are expected to be $1.11 billion, up 26.4% from the year-ago quarter.
2026-08-04 14:24 1mo ago
2026-08-04 03:45 1mo ago
Delek US zveřejní výsledky ve středu před otevřením
DK Delek US Energy
FMP Stock News 78
Original source text
Posted by Defense World Staff on Aug 4th, 2026

Delek US (NYSE:DK – Get Free Report) is expected to post its Q2 2026 results before the market opens on Wednesday, August 5th. Analysts expect the company to post earnings of $2.67 per share and revenue of $3.4409 billion for the quarter. Interested persons are encouraged to explore the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 11:00 AM ET.

Delek US Stock Down 2.9% DK opened at $65.92 on Tuesday. The company has a debt-to-equity ratio of 10.51, a quick ratio of 0.49 and a current ratio of 0.76. The company has a market cap of $4.04 billion, a price-to-earnings ratio of -72.44, a PEG ratio of 1.79 and a beta of 0.58. Delek US has a one year low of $19.81 and a one year high of $68.93. The business’s fifty day moving average is $52.88 and its two-hundred day moving average is $43.97.

Delek US Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Monday, August 10th. Stockholders of record on Monday, August 3rd will be paid a dividend of $0.255 per share. This represents a $1.02 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, August 3rd. Delek US’s payout ratio is -112.09%.

Insider Buying and Selling at Delek US In other news, Director Laurie Z. Tolson sold 4,921 shares of Delek US stock in a transaction on Monday, May 18th. The stock was sold at an average price of $46.30, for a total value of $227,842.30. Following the completion of the sale, the director owned 18,226 shares of the company’s stock, valued at $843,863.80. The trade was a 21.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Reuven Spiegel sold 10,000 shares of Delek US stock in a transaction on Monday, May 18th. The shares were sold at an average price of $44.36, for a total value of $443,600.00. Following the completion of the sale, the executive vice president directly owned 48,372 shares of the company’s stock, valued at approximately $2,145,781.92. This represents a 17.13% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 39,270 shares of company stock valued at $1,828,718. 3.56% of the stock is owned by corporate insiders.

Institutional Trading of Delek US Hedge funds have recently added to or reduced their stakes in the business. Cibc World Market Inc. acquired a new stake in Delek US during the 4th quarter worth approximately $234,000. Northwestern Mutual Wealth Management Co. lifted its position in Delek US by 17,347.8% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 8,026 shares of the oil and gas company’s stock valued at $238,000 after buying an additional 7,980 shares in the last quarter. CIBC Bancorp USA Inc. purchased a new stake in Delek US during the third quarter worth approximately $205,000. Mackenzie Financial Corp purchased a new stake in Delek US during the third quarter worth approximately $239,000. Finally, Victory Capital Management Inc. acquired a new stake in shares of Delek US in the third quarter worth $216,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In Several equities research analysts recently commented on the stock. JPMorgan Chase & Co. boosted their price objective on shares of Delek US from $57.00 to $62.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 14th. Citigroup upped their price target on shares of Delek US from $33.00 to $44.00 and gave the company a “neutral” rating in a report on Monday, April 13th. UBS Group increased their price target on shares of Delek US from $42.00 to $48.00 and gave the company a “neutral” rating in a research report on Friday, April 10th. Mizuho raised their price objective on shares of Delek US from $54.00 to $60.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. Finally, Zacks Research upgraded Delek US from a “hold” rating to a “strong-buy” rating in a research report on Friday, June 26th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $51.92.

Check Out Our Latest Stock Report on DK

Delek US Company Profile (Get Free Report)

Delek US Holdings, Inc (NYSE: DK) is an independent downstream energy company engaged in the refining, logistics, and marketing of petroleum products. Headquartered in Brentwood, Tennessee, the company operates a network of inland refineries, storage terminals and pipelines, and convenience store locations. Delek US focuses on converting crude oil into a variety of finished products, including gasoline, diesel, jet fuel, asphalt and renewable fuels, serving wholesale and retail customers across the United States.

In its refining segment, Delek US owns and operates four inland refineries located in Texas and Arkansas.

Read More Five stocks we like better than Delek US SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Receive News & Ratings for Delek US Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Delek US and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEAnalyzing Simpson Manufacturing (NYSE:SSD) & DIRTT Environmental Solutions (NASDAQ:DRTT)

NEXT HEADLINE »Arrowstreet Capital Limited Partnership Purchases 21,018 Shares of Safety Insurance Group, Inc. $SAFT
2026-08-04 14:22 1mo ago
2026-08-04 03:43 1mo ago
California State Teachers Retirement System zvýšil podíl ve společnosti Ryder System
R Ryder System
FMP Stock News 72
Original source text
Posted by Defense World Staff on Aug 4th, 2026

California State Teachers Retirement System boosted its position in Ryder System, Inc. (NYSE:R – Free Report) by 23.6% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 48,030 shares of the transportation company’s stock after purchasing an additional 9,179 shares during the period. California State Teachers Retirement System owned about 0.12% of Ryder System worth $9,832,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Royal Bank of Canada raised its position in Ryder System by 52.8% in the first quarter. Royal Bank of Canada now owns 15,765 shares of the transportation company’s stock worth $2,267,000 after acquiring an additional 5,448 shares during the period. Focus Partners Wealth grew its position in shares of Ryder System by 7.9% during the 1st quarter. Focus Partners Wealth now owns 1,851 shares of the transportation company’s stock valued at $266,000 after acquiring an additional 135 shares during the period. Geneos Wealth Management Inc. increased its stake in shares of Ryder System by 61.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 287 shares of the transportation company’s stock worth $41,000 after purchasing an additional 109 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in shares of Ryder System by 10.2% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,191 shares of the transportation company’s stock worth $189,000 after purchasing an additional 110 shares in the last quarter. Finally, M&T Bank Corp raised its holdings in Ryder System by 10.9% in the 2nd quarter. M&T Bank Corp now owns 2,153 shares of the transportation company’s stock worth $343,000 after purchasing an additional 212 shares during the period. 87.47% of the stock is currently owned by institutional investors.

Insider Activity at Ryder System In other Ryder System news, SVP Sanford J. Hodes sold 595 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $251.95, for a total transaction of $149,910.25. Following the sale, the senior vice president directly owned 22,948 shares of the company’s stock, valued at $5,781,748.60. The trade was a 2.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 4.90% of the company’s stock.

Analyst Ratings Changes R has been the topic of several recent research reports. JPMorgan Chase & Co. raised their price objective on Ryder System from $259.00 to $296.00 and gave the stock a “neutral” rating in a research note on Friday, July 24th. Citizens Jmp assumed coverage on shares of Ryder System in a report on Wednesday, July 15th. They issued a “market perform” rating for the company. Wall Street Zen upgraded shares of Ryder System from a “hold” rating to a “buy” rating in a research note on Saturday, April 25th. Susquehanna lifted their price target on shares of Ryder System from $290.00 to $310.00 and gave the company a “positive” rating in a report on Friday, July 24th. Finally, Robert W. Baird upped their price target on shares of Ryder System from $253.00 to $290.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 17th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $294.14.

Check Out Our Latest Stock Report on Ryder System

Ryder System Stock Performance NYSE R opened at $262.77 on Tuesday. The stock has a market capitalization of $10.08 billion, a PE ratio of 21.38 and a beta of 1.02. The business has a 50 day simple moving average of $265.20 and a two-hundred day simple moving average of $232.27. The company has a debt-to-equity ratio of 1.91, a current ratio of 0.65 and a quick ratio of 0.65. Ryder System, Inc. has a 1-year low of $157.67 and a 1-year high of $284.25.

Ryder System (NYSE:R – Get Free Report) last issued its quarterly earnings data on Thursday, July 23rd. The transportation company reported $3.73 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.69 by $0.04. The business had revenue of $2.69 billion for the quarter, compared to analysts’ expectations of $3.29 billion. Ryder System had a return on equity of 18.28% and a net margin of 3.88%.The company’s revenue for the quarter was up 5.0% on a year-over-year basis. During the same period in the prior year, the firm earned $3.32 EPS. Ryder System has set its FY 2026 guidance at 14.400-14.800 EPS and its Q3 2026 guidance at 4.000-4.200 EPS. On average, research analysts predict that Ryder System, Inc. will post 14.74 EPS for the current fiscal year.

Ryder System Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Monday, August 24th will be given a dividend of $1.01 per share. The ex-dividend date is Monday, August 24th. This represents a $4.04 annualized dividend and a dividend yield of 1.5%. This is a positive change from Ryder System’s previous quarterly dividend of $0.91. Ryder System’s dividend payout ratio is currently 29.62%.

Ryder System Profile (Free Report)

Ryder System, Inc is a leading provider of transportation and supply chain management solutions, serving commercial customers across a range of industries. The company’s Fleet Management Solutions segment offers full-service leasing and rental of medium- and heavy-duty trucks, tractors and trailers, along with maintenance and repair services at its network of service locations. Its Supply Chain Solutions segment provides integrated, technology-driven offerings that span managed transportation, dedicated contract carriage, warehousing and distribution, and e-commerce fulfillment.

Founded in 1933 and headquartered in Miami, Florida, Ryder has grown from a regional truck leasing operation into a diversified, global logistics provider.

Featured Articles Five stocks we like better than Ryder System SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Receive News & Ratings for Ryder System Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Ryder System and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINECalifornia State Teachers Retirement System Acquires 38,300 Shares of Knight-Swift Transportation Holdings Inc. $KNX

NEXT HEADLINE »Geron (GERN) Expected to Announce Quarterly Earnings on Wednesday
2026-08-04 14:19 1mo ago
2026-08-04 13:47 1mo ago
Ether.fi Ventures investuje do Blockspace do infrastruktury Etherea
ETHFI Ether.fi
CoinGecko News 78
Original source text
Ether.fi Ventures just wrote a check for Blockspace, a new commercial entity built to improve and monetize the Ethereum infrastructure that exists outside the core protocol.

Blockspace isn’t trying to reinvent the protocol. It’s targeting the layer of infrastructure that already handles over 90% of Ethereum’s blockspace flow, the relays, builders, searchers, and order flow mechanics that most users never see but depend on for every transaction they send.

What Blockspace actually does Blockspace is positioning itself as a dedicated team focused exclusively on professionalizing this layer, with two notable constraints baked in from day one.

First, it will monetize exclusively in ETH. Not stablecoins, not governance tokens, not equity. ETH.

Advertisement

Second, Blockspace has imposed a self-cap on its own stake at 15%. That’s a deliberate ceiling designed to prevent the kind of centralization creep that keeps Ethereum researchers up at night.

The team is led by Drew Van der Werff, who has been building connections with other influential Ethereum infrastructure teams including Gattaca and Ultrasound Money. The thesis tying all of this together is refreshingly simple: a commercially successful Ethereum ecosystem benefits everyone who participates in it.

Ether.fi’s expanding infrastructure empire Back in April 2026, ether.fi committed $3 billion in ETH to ETHGas, a platform for blockspace forward markets. That deal let validators and blockspace consumers hedge future block inclusion costs, essentially creating a futures market for Ethereum transactions.

The Blockspace investment extends that same logic. If ETHGas was about creating financial instruments for blockspace, Blockspace itself is about making the underlying infrastructure robust enough to support those instruments at scale.

Ether.fi’s core business, liquid restaking, gives it a natural interest in every layer of Ethereum’s value chain. The protocol has grown to multi-billion dollar TVL levels and raised a $23 million Series A back in 2024.

The commercialization of Ethereum’s plumbing Over 90% of Ethereum’s blockspace currently flows through out-of-protocol infrastructure. That means the vast majority of Ethereum’s block production depends on systems that aren’t part of the protocol’s consensus rules. Until now, there hasn’t been a single commercial entity whose entire job is to make that surface area work better.

What this means for investors For ETH holders, the ETH-only monetization model is a quiet but meaningful detail. Every dollar of revenue Blockspace generates creates organic demand for ETH.

The 15% stake cap is worth watching closely. If Blockspace sticks to it as it scales, it could establish a new norm for infrastructure providers in the ecosystem.

The risk, of course, is concentration. When a small number of well-funded entities control the infrastructure that routes 90% of blockspace, the network’s censorship resistance and neutrality guarantees start depending on voluntary commitments like stake caps rather than structural decentralization.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
2026-08-04 14:19 1mo ago
2026-08-04 09:51 1mo ago
Cipher Digital hlásí vyšší ztrátu a nižší tržby
CIFR Cipher Mining
FMP Stock News 78
Original source text
Cipher Digital Inc. (CIFR - Free Report) came out with a quarterly loss of $0.65 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to a loss of $0.12 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -209.52%. A quarter ago, it was expected that this company would post a loss of $0.27 per share when it actually produced a loss of $0.28, delivering a surprise of -3.7%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

Cipher Digital Inc., which belongs to the Zacks Technology Services industry, posted revenues of $24.84 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 15.18%. This compares to year-ago revenues of $43.56 million. The company has topped consensus revenue estimates just once 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.

Cipher Digital Inc. shares have added about 63.7% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Cipher Digital Inc.?While Cipher Digital Inc. 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 Cipher Digital Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.24 on $37.45 million in revenues for the coming quarter and -$0.79 on $222.71 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 40% 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.

FiscalNote Holdings, Inc. (NOTE - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $0.43 per share in its upcoming report, which represents a year-over-year change of +55.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

FiscalNote Holdings, Inc.'s revenues are expected to be $19.76 million, down 15.1% from the year-ago quarter.
2026-08-04 14:19 1mo ago
2026-08-04 08:00 1mo ago
Altus Group prodává divizi Development Advisory společnosti Newmark
NMRK Newmark Group
FMP Stock News 78
Original source text
August 04, 2026 08:00 ET  | Source: Altus Group Limited

TORONTO, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Altus Group Limited (“Altus Group” or “Altus”) (TSX: AIF), a leading provider of commercial real estate (“CRE”) intelligence, announced today that it has signed a definitive agreement to sell its Development Advisory business to an affiliate of Newmark Group, Inc. (“Newmark”) (NASDAQ: NMRK), a leading commercial real estate advisor and service provider to large institutional investors, global corporations and other owners and occupiers. The transaction, which is expected to close on September 1, 2026, includes Altus’ Development Advisory operations in North American and Asia Pacific.

In connection with the transaction, Newmark has expanded its multi-year ARGUS Intelligence agreement with Altus Group to include ARGUS Assist, the AI-powered conversational interface. ARGUS Assist enables users to ask about an asset or portfolio and it draws on relevant models, workflows and data to generate insights, further enhancing the tools available to Newmark professionals in serving clients.

“The sale of our Development Advisory business to Newmark marks the successful completion of our planned divestitures for the year and results in Altus being a much more focused company,” said Mike Gordon, Chair and CEO of Altus. “Having already entrusted our Canadian Appraisal business to Newmark in March of 2026, we are confident the Development Advisory team and capabilities will continue to thrive under their ownership. For Altus, it sharpens our focus on our market leading valuation solutions, which we’re enhancing with AI, analytics, data and market experts to ensure our clients always have the best information to make better real estate decisions.”

“We look forward to welcoming Altus’ Development Advisory team to Newmark’s Management Services business,” said Roger Anscher, Newmark’s Chief Administrative Officer. “Their deep market expertise, client relationships, and development advisory capabilities are a strong complement to our platform. We are also excited to start leveraging ARGUS Assist, which will help our professionals generate insights more efficiently and deliver even greater value to clients. Complex analytical work that previously took days can now be surfaced in moments.”

Altus’ Development Advisory business consists of approximately 335 employees across Canada, the US, Australia and Thailand. The employees joining Newmark through the acquisition will report to Peter Trollope, Newmark Global Head of Occupier Solutions.

“Development advisory is increasingly critical as clients navigate more complex decisions around capital investment, project delivery and the performance of their real estate,” said Trollope. “The Altus business brings deep cost management and advisory expertise in infrastructure and large-scale development, diversifying our project management business from both a client and asset perspective and providing the foundation for a global cost management practice. With leading talent across major markets in Canada, the U.S., Australia and Thailand, the addition reflects our commitment to targeted expansion and strategic investment in the expertise our clients need.”

About Altus Group

Altus Group is a leading provider of commercial real estate (“CRE”) intelligence, anchored by ARGUS – the industry’s go-to software for valuation and performance analytics. For more than two decades, Altus has played a vital role in empowering CRE professionals with the analytics and trusted advice they need to make high-impact decisions with confidence. The world’s CRE leaders rely on our market-leading solutions and expertise to drive performance and manage risk. Our people around the world are driving meaningful impact in an industry undergoing unprecedented change – helping shape the cities where we live, work, and build thriving communities.

For more information about Altus (TSX: AIF) please visit www.altusgroup.com. 

Forward-looking Information 

Certain information in this press release may constitute “forward-looking information” within the meaning of applicable securities legislation. All information contained in this press release, other than statements of current and historical fact, is forward-looking information. Forward-looking information includes, but is not limited to, statements relating to expected divestitures (including expected timing of such divestitures), as well as the discussion of our business, strategies and expectations of future performance. Generally, forward-looking information can be identified by use of words such as “may”, “will”, “expect”, “believe”, “anticipate”, “estimate”, “intend”, “plan”, “would”, “could”, “should”, “continue”, “goal”, “objective”, “remain” and other similar terminology.

 Forward-looking information is not, and cannot be, a guarantee of future results or events. Forward-looking information is based on, among other things, opinions, assumptions, estimates and analyses that, while considered reasonable by us at the date the forward-looking information is provided, inherently are subject to significant risks, uncertainties, contingencies and other factors that may not be known and may cause actual results, performance or achievements, industry results or events to be materially different from those expressed or implied by the forward-looking information.

Inherent in the forward-looking information are known and unknown risks, uncertainties and other factors that could cause our actual results, performance or achievements, or industry results, to differ materially from any results, performance or achievements expressed or implied by such forward-looking information. Those risks include, but are not limited to: the Commercial Real Estate market conditions; the general state of the economy; our financial performance; our financial targets; our international operations; acquisitions, divestitures, joint ventures and strategic investments; business interruption events; third party information and data; cybersecurity; industry competition; technology strategy; our subscription renewals; our sales pipeline; professional talent; client concentration and loss of material clients; product enhancements and new product introductions; our use of technology; intellectual property; compliance with laws and regulations; privacy and data protection; artificial intelligence; our leverage and financial covenants; interest rates; inflation; our brand, reputation & social media risk; our ARGUS Intelligence transition; share repurchase programs; fixed price engagements; currency fluctuations; credit; tax matters; financial reporting standards; our contractual obligations; legal proceedings; regulatory review; our insurance limits; our internal and disclosure controls; our dividend payments; the price of our common shares; our capital investments; the issuance of additional common shares and debt; shareholder activism; health and safety hazards; environmental, social and governance (ESG) matters and climate change; and communications regulation, as well as those described in our annual publicly filed documents, including the Annual Information Form for the year ended December 31, 2025 (which are available on SEDAR+ at www.sedarplus.ca).  

Investors should not place undue reliance on forward-looking information as a prediction of actual results. The forward-looking information reflects management’s current expectations and beliefs regarding future events and operating performance and is based on information currently available to management. Although we have attempted to identify important factors that could cause actual results to differ materially from the forward-looking information contained herein, there are other factors that could cause results not to be as anticipated, estimated or intended. The forward-looking information contained herein is current as of the date of this press release and, except as required under applicable law, we do not undertake to update or revise it to reflect new events or circumstances. Additionally, we undertake no obligation to comment on analyses, expectations or statements made by third parties in respect of Altus Group, our financial or operating results, or our securities.  

FOR FURTHER INFORMATION PLEASE CONTACT: 

Camilla Bartosiewicz 
Chief Communications Officer, Altus Group 
(416) 641-9773 
[email protected]    
2026-08-04 14:18 1mo ago
2026-08-04 03:44 1mo ago
Avnet oznámí výsledky ve středu před otevřením trhu
AVT Avnet
FMP Stock News 72
Original source text
Posted by Defense World Staff on Aug 4th, 2026

Avnet (NASDAQ:AVT – Get Free Report) is anticipated to release its Q4 2026 results before the market opens on Wednesday, August 5th. Analysts expect the company to post earnings of $1.80 per share and revenue of $7.5568 billion for the quarter. Parties may review the information on the company’s upcoming Q4 2026 earning report page for the latest details on the call scheduled for Wednesday, August 5, 2026 at 12:00 PM ET.

Avnet Price Performance Shares of AVT stock opened at $88.88 on Tuesday. The company has a quick ratio of 1.05, a current ratio of 2.01 and a debt-to-equity ratio of 0.50. Avnet has a 12-month low of $44.25 and a 12-month high of $95.26. The firm has a fifty day moving average of $87.66 and a 200-day moving average of $74.40. The firm has a market capitalization of $7.29 billion, a price-to-earnings ratio of 34.58, a price-to-earnings-growth ratio of 0.28 and a beta of 1.09.

Avnet Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 17th. Shareholders of record on Wednesday, June 3rd were issued a dividend of $0.35 per share. The ex-dividend date was Wednesday, June 3rd. This represents a $1.40 annualized dividend and a yield of 1.6%. Avnet’s payout ratio is currently 54.47%.

Analyst Ratings Changes Several equities research analysts have issued reports on the company. Wells Fargo & Company increased their price target on Avnet from $70.00 to $72.00 and gave the stock an “underweight” rating in a report on Monday, July 20th. Wall Street Zen upgraded Avnet from a “buy” rating to a “strong-buy” rating in a research report on Saturday, July 25th. Zacks Research cut Avnet from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, June 30th. Weiss Ratings downgraded shares of Avnet from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Finally, Truist Financial lifted their price target on shares of Avnet to $95.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Avnet presently has a consensus rating of “Hold” and a consensus target price of $89.50.

Check Out Our Latest Analysis on Avnet

Institutional Inflows and Outflows Hedge funds have recently added to or reduced their stakes in the business. Summit Securities Group LLC acquired a new position in shares of Avnet during the 4th quarter worth about $28,000. BOKF NA increased its position in shares of Avnet by 1,116.7% in the third quarter. BOKF NA now owns 584 shares of the company’s stock valued at $31,000 after acquiring an additional 536 shares during the last quarter. Kestra Advisory Services LLC acquired a new stake in shares of Avnet in the fourth quarter valued at about $90,000. EverSource Wealth Advisors LLC raised its holdings in Avnet by 81.8% during the second quarter. EverSource Wealth Advisors LLC now owns 1,918 shares of the company’s stock worth $102,000 after acquiring an additional 863 shares in the last quarter. Finally, Quarry LP boosted its position in Avnet by 6,080.5% during the fourth quarter. Quarry LP now owns 2,534 shares of the company’s stock valued at $122,000 after purchasing an additional 2,493 shares during the last quarter. Institutional investors own 95.78% of the company’s stock.

Avnet Company Profile (Get Free Report)

Avnet, Inc (NASDAQ: AVT) is a global technology distributor and solutions provider specializing in the sourcing, design, and supply chain management of electronic components and embedded systems. The company offers a broad portfolio of semiconductors, interconnect, passive and electromechanical components, as well as embedded hardware and software, cloud solutions, and Internet of Things (IoT) services. Avnet’s offerings aim to support customers through every stage of the product lifecycle, from initial prototype and design to production and end-of-life management.

Founded in 1921 by Charles Avnet, the company has evolved from a regional radio parts supplier into a multinational enterprise.

Recommended Stories Five stocks we like better than Avnet SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks?

Receive News & Ratings for Avnet Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Avnet and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINECalifornia State Teachers Retirement System Sells 57,483 Shares of BXP, Inc. $BXP

NEXT HEADLINE »California State Teachers Retirement System Grows Stock Holdings in Watts Water Technologies, Inc. $WTS
2026-08-04 14:18 1mo ago
2026-08-04 08:51 1mo ago
Graphic Packaging překonala EPS, výnosy zaostaly
GPK Graphic Packaging Holding Company
FMP Stock News 72
Original source text
Graphic Packaging (GPK - Free Report) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.42 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +27.27%. A quarter ago, it was expected that this packaging company would post earnings of $0.06 per share when it actually produced earnings of $0.09, delivering a surprise of +50%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Graphic Packaging, which belongs to the Zacks Containers - Paper and Packaging industry, posted revenues of $2.19 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.16%. This compares to year-ago revenues of $2.2 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Graphic Packaging shares have lost about 24.6% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Graphic Packaging?While Graphic Packaging has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Graphic Packaging was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.34 on $2.19 billion in revenues for the coming quarter and $0.75 on $8.66 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, Containers - Paper and Packaging is currently in the bottom 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Karat Packing (KRT - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This company is expected to post quarterly earnings of $0.51 per share in its upcoming report, which represents a year-over-year change of -10.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Karat Packing's revenues are expected to be $135 million, up 8.9% from the year-ago quarter.
2026-08-04 14:17 1mo ago
2026-08-04 08:35 1mo ago
Runway Growth Finance nekryje dividendu z čistého investičního výnosu (NII)
FLO Flowers Foods
FMP Stock News 78
Original source text
A double-digit yield can look like a gift to a retirement portfolio, but the market usually prices in what management has not yet revealed. Consider that Flowers Foods (NYSE:FLO | FLO Price Prediction) sailed into 2026 with a payout that looked untouchable, then slashed its quarterly dividend nearly in half from $0.2475 to $0.125 in May 2026. That is the pattern income investors need to watch for: a yield that keeps climbing while the underlying earnings power silently slips beneath the payout.

A dividend is only sustainable when the right coverage metric supports it. For an ordinary operating company, that means EPS and free cash flow. For business development companies (BDCs), it means net investment income (NII). The moment forward coverage falls below the declared distribution, the fat yield often becomes a countdown.

Runway Growth Finance (NASDAQ: RWAY) Runway Growth Finance (NASDAQ:RWAY) trades at $5.70, down 36.1% year to date and 46.2% over the past year. On a $1.32 annualized payout, the yield reads well above 20%, which is exactly the kind of number that signals distress. For a BDC, the right coverage lens is NII.

In Q1 2026, Runway reported NII of $0.29 per share against a $0.33 declared dividend, and the prior quarter was little better at $0.32 NII versus the same $0.33 payout. Analysts see forward NII at $0.31, still short of the distribution. Underneath, NAV per share slid from $13.42 at year-end 2025 to $12.13 in Q1 2026, and the quarter carried $46.69 million in net unrealized investment losses. The core leverage ratio sits near 98%, and CEO David Spreng referenced navigating “volatile macroeconomic” terrain in his Q1 commentary. Runway is in the process of acquiring SWK Holdings.

Management is deploying a $15 million share repurchase authorization while the dividend runs ahead of NII, an unusual capital-allocation choice. If yield on the SWK-integrated portfolio rebounds, the math improves. If not, the distribution has room to move lower.

Capital Southwest (NASDAQ: CSWC) Capital Southwest (NASDAQ:CSWC) is the strongest-looking name on this list, but the coverage math still deserves attention. Shares trade at $23.94, and the BDC pays a $0.1934 monthly regular dividend plus a $0.06 quarterly supplemental, for a combined quarterly rate near $0.64.

Pre-tax NII of $0.59 in the March quarter, with forward consensus around $0.55, does not cover the $0.58 regular quarterly rate on its own, and it leaves nothing to fund the $0.06 supplemental. The base-rate risk is real: management has flagged that the 95.5% floating-rate portfolio would lose about $11.4 million of NII, or $0.19 per share, on a 75 basis-point cut in short rates. Weighted average debt yield has already ticked down, and the company has leaned on ATM equity raises to keep the book growing.

The supplemental is where the risk concentrates. It is explicitly discretionary, and if forward NII settles near $0.55, the $0.06 kicker looks most exposed to being trimmed or paused, even if the regular rate holds.

Flowers Foods (NYSE: FLO) Flowers Foods already cut, and the market is telling investors the story is not over. Shares are $7.22, down 33.6% year to date and 54.4% over the past year. Even after the reset, Alpha Vantage still lists a 14.1% trailing yield on a $0.99 per-share trailing dividend. The forward run rate is only $0.50 annualized, so realized yield will compress from here.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Flowers Foods didn't make the cut. Grab the names FREE today.

Coverage is the problem. TTM EPS sits at $0.35 against the trailing $0.99 payout, and the stock trades at a forward P/E of 23.

Management’s FY2026 guidance calls for adjusted EPS of $0.80 to $0.90, which barely covers even the reset $0.50 rate once GAAP adjustments and interest expense from the Simple Mills acquisition are included. Total liabilities jumped 44.7% year over year to $2.88 billion, volumes are declining low-single digits, and management is running a comprehensive strategic review of the portfolio.

If Simple Mills stabilizes and debt paydown accelerates, the new payout can hold. If volumes keep sliding, the reset dividend is not the floor.

Townsquare Media (NYSE: TSQ) Townsquare Media (NYSE:TSQ) delivers the cleanest “price-collapse yield inflation” case on this list. At $6.10, the $0.80 annualized dividend yields roughly 14%, driven almost entirely by a price collapse: shares are up 18.2% YTD and down 53.7% over five years.

Coverage is negative on an EPS basis. TTM EPS is -$0.43, and Q1 2026 posted -$0.16 EPS with an $8.59 million intangible impairment. Free cash flow of roughly $15.4 million in FY2025 is thin against annual dividend obligations. The balance sheet is the loudest warning: shareholders’ equity of -$36.25 million, cash of just $2.18 million, and gross leverage at 5.30x. Broadcast advertising, still a large revenue slice, fell 6.6% year over year.

CEO Bill Wilson has told investors the company remains committed to shareholder value through “long-term net revenue, Adjusted EBITDA and cash flow growth, net leverage reduction, and future dividend payments”. The digital segment, at 59% of Q1 revenue, is genuinely growing. But holding a 14% payout through negative equity and secular broadcast decline is the textbook “held through stress” pattern that often ends in a reset.

The Bottom Line A cut rarely arrives alone: it usually takes the share price with it, and buyers reaching for the yield end up wearing both losses. Runway’s NII shortfall, Capital Southwest’s supplemental exposure, Flowers Foods’s ongoing pressure after an already announced reset, and Townsquare’s negative-equity balance sheet are four different flavors of the same warning. Coverage, not yield, is the thesis.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Flowers Foods didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.
2026-08-04 14:15 1mo ago
2026-08-04 09:26 1mo ago
Beam Therapeutics hlásí vyšší ztrátu a slabé tržby
BEAM Beam Therapeutics
FMP Stock News 78
Original source text
Beam Therapeutics Inc. (BEAM - Free Report) came out with a quarterly loss of $1.18 per share versus the Zacks Consensus Estimate of a loss of $1. This compares to a loss of $1 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -18.00%. A quarter ago, it was expected that this company would post a loss of $0.87 per share when it actually produced a loss of $0.91, delivering a surprise of -4.6%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

Beam Therapeutics, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $0.49 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 98.38%. This compares to year-ago revenues of $8.47 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Beam Therapeutics shares have lost about 6.5% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Beam Therapeutics?While Beam Therapeutics has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Beam Therapeutics 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 -$1.05 on $30.33 million in revenues for the coming quarter and -$4.16 on $122.7 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the top 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.

One other stock from the same industry, EyePoint (EYPT - Free Report) , is yet to report results for the quarter ended June 2026.

This drug delivery technology company is expected to post quarterly loss of $0.92 per share in its upcoming report, which represents a year-over-year change of -8.2%. The consensus EPS estimate for the quarter has been revised 8.9% lower over the last 30 days to the current level.

EyePoint's revenues are expected to be $0.25 million, down 95.3% from the year-ago quarter.
2026-08-04 14:13 1mo ago
2026-08-04 09:51 1mo ago
Certara zklamala ziskem i tržbami
CERT Certara
FMP Stock News 72
Original source text
Certara, Inc. (CERT - Free Report) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -20.00%. A quarter ago, it was expected that this company would post earnings of $0.11 per share when it actually produced earnings of $0.09, delivering a surprise of -18.18%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

Certara, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $93.27 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 5.71%. This compares to year-ago revenues of $104.57 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Certara shares have lost about 7.2% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Certara?While Certara has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Certara was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.10 on $95.44 million in revenues for the coming quarter and $0.38 on $399.62 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the top 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.

Another stock from the same industry, InflaRx N.V. (IFRX - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This company is expected to post quarterly loss of $0.08 per share in its upcoming report, which represents a year-over-year change of +66.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

InflaRx N.V.'s revenues are expected to be $0.01 million, down 80% from the year-ago quarter.
2026-08-04 14:10 1mo ago
2026-08-04 09:51 1mo ago
Harmony Biosciences překonala odhady zisku i tržeb
HRMY Harmony Biosciences Holdings
FMP Stock News 78
Original source text
Harmony Biosciences Holdings, Inc. (HRMY - Free Report) came out with quarterly earnings of $1.28 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $0.68 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +31.96%. A quarter ago, it was expected that this company would post earnings of $0.76 per share when it actually produced earnings of $0.55, delivering a surprise of -27.63%.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

Harmony Biosciences, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $261.28 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.46%. This compares to year-ago revenues of $200.49 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Harmony Biosciences shares have lost about 4.9% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Harmony Biosciences?While Harmony Biosciences has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Harmony Biosciences was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.99 on $271.8 million in revenues for the coming quarter and $3.33 on $1.03 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, Medical - Biomedical and Genetics 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.

Alvotech (ALVO - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $0.06 per share in its upcoming report, which represents a year-over-year change of -142.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Alvotech's revenues are expected to be $99.24 million, down 42.8% from the year-ago quarter.
2026-08-04 14:10 1mo ago
2026-08-04 09:00 1mo ago
LPL Research spustila 17 modelových portfolií
LPLA LPL Financial Holdings
FMP Stock News 72
Original source text
SAN DIEGO , Aug. 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings. Designed to provide advisors with greater flexibility in portfolio construction, the new models can be combined to create customized investment solutions tailored to a broad range of client objectives. The launch reflects LPL Research's continued investment in portfolio innovation and comes as its model portfolio platform surpassed $100 billion in assets under management (AUM).

Introducing Building Block Model Portfolios

LPL Research has introduced 17 Building Block Model Portfolios designed to provide advisors with greater portfolio construction flexibility. The new models include single-asset mutual fund, ETF and SMA strategies across equities, fixed income and alternatives.

The models can be used independently or combined within Unified Managed Account (UMA) structures, enabling advisors to build tailored portfolios aligned with clients' investment objectives and risk preferences.

“The introduction of our building block model portfolios enhances the flexibility and choice we provide to advisors and institutions,” said LPL Chief Investment Officer Marc Zabicki. “Grounded in our research and asset allocation expertise, these modular solutions are designed to help build more personalized portfolios and adapt investment strategies to reflect evolving client needs.”

Growing Adoption of LPL Research Models

The launch comes as LPL Research's model portfolio platform surpasses $100 billion in AUM (as of February 2026), reflecting continued advisor adoption of professionally managed investment solutions. The milestone underscores the platform's growth and the increasing demand for model-based portfolio management across advisory practices.

“Surpassing $100 billion in model portfolio assets reflects the strength of our investment platform, the performance of our strategies and the trust advisors place in our team,” said LPL Chief Wealth Officer Aneri Jambusaria. “When we pursue strong investment outcomes, our community is better positioned to help clients pursue their financial goals. That impact extends to the more than 8 million Americans served through the LPL platform, and it remains at the center of everything we do.”

Expanding Portfolio Construction Capabilities

The Building Block Model Portfolios are designed to give advisors greater control over portfolio design through a modular approach that spans equities, fixed income and alternatives. Used individually or within UMA structures, the models allow advisors to create more customized investment strategies while benefiting from the ongoing oversight and expertise of LPL Research.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. 

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial. 

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

There is no assurance that advisory model portfolios are suitable for all investors or will yield positive outcomes.

The purchase of certain securities will be required to affect some of the strategies. Investing involves risks, including possible loss of principal. This material is general information only and is not intended to provide specific advice or recommendations for your clients.

Advisory accounts may not be appropriate for every investor. A brokerage account may be more appropriate if your client prefers a buy-and-hold strategy.

Media Contact: 
[email protected] 
(402) 740-2047 

Tracking #: 1151900
2026-08-04 14:04 1mo ago
2026-08-04 11:46 1mo ago
WLFI má uzamčeno téměř 70 % nabídky
WLFI World Liberty Financial
CoinGecko News 78
Original source text
@worldlibertyfi's $WLFI token is trading with a significant portion of its supply still off the market. With a market cap of approximately $1.73B and a fully diluted valuation (FDV) of $5.44B, the token's circulating supply sits at around 32%, meaning nearly 70% of all $WLFI tokens remain locked.

What the numbers mean The gap between market cap and FDV is a key figure for investors to watch. The current market cap reflects less than a third of the token's eventual full size, meaning that as more supply enters the market over time, dilution remains a real risk. According to CoinGecko, the total supply of $WLFI is 100 billion tokens, with around 32 billion currently tradable.

The token's vesting structure is managed through a smart contract system known as the "Lockbox," which holds tokens in escrow and releases them according to a defined schedule. A major governance proposal passed earlier this year with 99.9% approval, restructuring the unlock timeline: early presale supporters face a two-year cliff followed by a two-year linear vest, while founders, team members, and partners agreed to burn roughly 10% of their holdings (approximately 4.5 billion tokens) with the remainder vesting over five years. The full unlock schedule is expected to extend into 2031.

Adding to the supply overhang concern, the price of $WLFI is down 6.2% over the past 30 days. That comes even as the broader project continues to develop, with its USD1 stablecoin expanding its integrations and the protocol maintaining a top-50 ranking by market cap across major data providers.

Dilution risk remains the key watchpoint For holders, the core question is how markets will absorb the remaining locked supply as it is gradually released. Structured vesting is designed to reduce sudden price shocks, with $WLFI using linear vesting for team and advisor allocations, meaning tokens are released in equal amounts over time rather than in large cliff events.

Still, the scale of the remaining locked tokens means any sustained sell pressure from unlocking insiders could weigh on price. At current levels, the FDV of $WLFI implies the market would need to absorb more than three times the current circulating value if all 100 billion tokens were ever in free float simultaneously.

Sources:
World Liberty Financial (WLFI) Market Data, CoinGecko
WLFI Upcoming and Historical Token Unlock Events, Tokenomist
62 Billion WLFI Token Unlock Schedule Goes Live, Memeburn
2026-08-04 14:04 1mo ago
2026-08-04 09:00 1mo ago
MKS Inc. schválila čtvrtletní hotovostní dividendu 0,25 USD
MKSI MKS Instruments
FMP Stock News 78
Original source text
August 04, 2026 09:00 ET  | Source: MKS Inc.

ANDOVER, Mass., Aug. 04, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced that its Board of Directors has authorized a quarterly cash dividend of $0.25 per share, payable on September 3, 2026, to shareholders of record as of August 25, 2026.

Future dividend declarations, as well as the record and payment dates for such dividends, are subject to the final determination of the Company's Board of Directors.

About MKS Inc.
MKS Inc. (NASDAQ: MKSI) enables technologies that transform our world. We deliver foundational technology solutions to leading edge semiconductor manufacturing, electronics and packaging, and specialty industrial applications. We apply our broad science and engineering capabilities to create instruments, subsystems, systems, process control solutions and specialty chemicals technology that improve process performance, optimize productivity and enable unique innovations for many of the world’s leading technology and industrial companies. Our solutions are critical to addressing the challenges of miniaturization and complexity in advanced device manufacturing by enabling increased power, speed, feature enhancement, and optimized connectivity. Our solutions are also critical to addressing ever-increasing performance requirements across a wide array of specialty industrial applications. Additional information can be found at www.mks.com.

Safe Harbor for Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 regarding MKS’ dividend program and any future dividend payment obligations. Any statements that are not statements of historical fact should be considered to be forward-looking statements. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Among the important factors that could cause actual events to differ materially from those in the forward-looking statements are cash available for distribution, the then current and expected needs and availability of cash to pay MKS’ obligations, and the other factors described in MKS’ Annual Report on Form 10-K for the year ended December 31, 2025 and any subsequent Quarterly Reports on Form 10-Q, as filed with the U.S. Securities and Exchange Commission. MKS is under no obligation to, and expressly disclaims any obligation to, update or alter these forward-looking statements, whether as a result of new information, future events or otherwise after the date of this press release.

MKS Investor Relations Contact:
Paretosh Misra
Vice President, Investor Relations
Telephone: +1 (978) 284-4705
Email: [email protected]
2026-08-04 14:02 1mo ago
2026-08-04 09:26 1mo ago
Broadridge překonal odhady zisku i tržeb
BR Broadridge Financial Solutions
FMP Stock News 78
Original source text
Broadridge Financial Solutions (BR - Free Report) came out with quarterly earnings of $3.82 per share, beating the Zacks Consensus Estimate of $3.75 per share. This compares to earnings of $3.55 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +1.87%. A quarter ago, it was expected that this technology outsourcing company would post earnings of $2.63 per share when it actually produced earnings of $2.72, delivering a surprise of +3.42%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Broadridge Financial, which belongs to the Zacks Internet - Software industry, posted revenues of $2.22 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.08%. This compares to year-ago revenues of $2.07 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Broadridge Financial shares have lost about 29.5% since the beginning of the year versus the S&P 500's gain of 11%.

What's Next for Broadridge Financial?While Broadridge Financial has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Broadridge Financial 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 $1.54 on $1.63 billion in revenues for the coming quarter and $10.47 on $7.75 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Salesforce (CRM - Free Report) , is yet to report results for the quarter ended July 2026.

This customer-management software developer is expected to post quarterly earnings of $3.27 per share in its upcoming report, which represents a year-over-year change of +12.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Salesforce's revenues are expected to be $11.3 billion, up 10.4% from the year-ago quarter.
2026-08-04 14:00 1mo ago
2026-08-04 03:43 1mo ago
Knight-Swift překonal odhady tržeb i EPS
KNX Knight Transportation
FMP Stock News 72
Original source text
Posted by Defense World Staff on Aug 4th, 2026

California State Teachers Retirement System raised its holdings in Knight-Swift Transportation Holdings Inc. (NYSE:KNX – Free Report) by 24.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 192,598 shares of the transportation company’s stock after purchasing an additional 38,300 shares during the quarter. California State Teachers Retirement System owned 0.12% of Knight-Swift Transportation worth $11,090,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Encompass Capital Advisors LLC bought a new stake in shares of Knight-Swift Transportation during the 1st quarter worth $28,790,000. Maverick Capital Ltd. bought a new position in Knight-Swift Transportation in the first quarter valued at about $611,000. Quantinno Capital Management LP grew its position in Knight-Swift Transportation by 10.5% in the first quarter. Quantinno Capital Management LP now owns 312,284 shares of the transportation company’s stock valued at $17,981,000 after acquiring an additional 29,746 shares during the last quarter. SummitTX Capital L.P. acquired a new position in Knight-Swift Transportation during the first quarter worth about $7,104,000. Finally, Castleark Management LLC bought a new position in shares of Knight-Swift Transportation in the first quarter worth about $7,257,000. Institutional investors own 88.77% of the company’s stock.

Analyst Ratings Changes Several equities research analysts recently issued reports on the stock. Zacks Research raised shares of Knight-Swift Transportation from a “hold” rating to a “strong-buy” rating in a report on Tuesday, June 30th. Raymond James Financial increased their price objective on shares of Knight-Swift Transportation from $76.00 to $91.00 and gave the company a “strong-buy” rating in a research note on Thursday, July 2nd. UBS Group raised their target price on shares of Knight-Swift Transportation from $79.00 to $94.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Citigroup raised shares of Knight-Swift Transportation from a “neutral” rating to a “buy” rating and set a $90.00 target price on the stock in a research note on Thursday, July 9th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Knight-Swift Transportation in a report on Monday, July 13th. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $84.44.

Check Out Our Latest Report on Knight-Swift Transportation

Insider Transactions at Knight-Swift Transportation In other news, Director Reid Dove sold 50,000 shares of the stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $70.25, for a total value of $3,512,500.00. Following the completion of the sale, the director owned 169,154 shares of the company’s stock, valued at approximately $11,883,068.50. This represents a 22.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Cary M. Flanagan sold 3,600 shares of the firm’s stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $70.82, for a total value of $254,952.00. Following the transaction, the chief accounting officer owned 5,405 shares of the company’s stock, valued at $382,782.10. This trade represents a 39.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 2.90% of the company’s stock.

Knight-Swift Transportation Trading Down 1.7% Shares of NYSE KNX opened at $68.34 on Tuesday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.88 and a current ratio of 0.88. Knight-Swift Transportation Holdings Inc. has a 52-week low of $38.63 and a 52-week high of $82.86. The firm has a 50 day moving average price of $75.61 and a two-hundred day moving average price of $65.62. The stock has a market cap of $11.11 billion, a P/E ratio of 262.87, a price-to-earnings-growth ratio of 0.59 and a beta of 1.18.

Knight-Swift Transportation (NYSE:KNX – Get Free Report) last released its quarterly earnings results on Wednesday, July 22nd. The transportation company reported $0.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.51 by $0.12. Knight-Swift Transportation had a net margin of 0.56% and a return on equity of 3.51%. The firm had revenue of $2.10 billion during the quarter, compared to the consensus estimate of $2.05 billion. During the same quarter last year, the firm earned $0.21 earnings per share. The company’s revenue for the quarter was up 12.6% on a year-over-year basis. Knight-Swift Transportation has set its Q3 2026 guidance at 0.710-0.770 EPS. As a group, equities analysts forecast that Knight-Swift Transportation Holdings Inc. will post 2.42 EPS for the current year.

Knight-Swift Transportation Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Monday, June 22nd. Shareholders of record on Monday, June 8th were given a $0.20 dividend. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Monday, June 8th. Knight-Swift Transportation’s payout ratio is 307.69%.

About Knight-Swift Transportation (Free Report)

Knight-Swift Transportation Holdings Inc (NYSE: KNX) is one of North America’s largest asset-based truckload carriers, offering a wide range of transportation and logistics services. The company was formed in 2017 through the merger of Knight Transportation and Swift Transportation, each with decades of experience in long-haul dry van and refrigerated freight. Since the merger, Knight-Swift has pursued a growth strategy that includes fleet expansions, targeted acquisitions, and investments in technology to enhance service reliability and network efficiency.

The company’s core business activities include full truckload operations for dry van, temperature-controlled and flatbed shipments.

Featured Articles Five stocks we like better than Knight-Swift Transportation SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks? Want to see what other hedge funds are holding KNX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Knight-Swift Transportation Holdings Inc. (NYSE:KNX – Free Report).

Receive News & Ratings for Knight-Swift Transportation Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Knight-Swift Transportation and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINECalifornia State Teachers Retirement System Raises Stock Holdings in National Fuel Gas Company $NFG

NEXT HEADLINE »California State Teachers Retirement System Purchases 9,179 Shares of Ryder System, Inc. $R