Track market-moving stories before they get noisy

Key Takeaways EXPE to report Q2 results on Aug. 3 after guiding 7-9% gross bookings growth and 9-11% revenue growth.EXPE expanded its Rapid API ecosystem and launched new AI travel tools ahead of the earnings report.Expedia Group faces cancellations, AI spending and competitive pressures despite strong Q1 momentum. Expedia Group (EXPE - Free Report) is scheduled to report second-quarter 2026 earnings on Aug. 3.

The Zacks Consensus Estimate for EXPE’s second-quarter 2026 revenues is pegged at $4.18 billion, indicating a 10.52% increase from the year-ago quarter’s reported figure.

The consensus mark for earnings is pegged at $5.45 per share, revised upward by 4% over the past 30 days. The figure indicates a 28.54% increase from the year-ago quarter’s reported figure.

Expedia Group’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 13.92%.

Factors Likely to Shape EXPE’s Q2 ResultsExpedia Group’s second-quarter 2026 print arrives against a backdrop of strong first-quarter momentum that set an ambitious bar. In the first quarter, the company delivered its highest first-quarter adjusted EBITDA margin in 15 years, with gross bookings, revenues and profitability all expanding meaningfully year over year. Management guided second-quarter gross bookings to grow 7-9% year over year, with revenues expected to rise 9-11% and adjusted EBITDA margin expanding 50-100 basis points, aided partly by favorable currency movement.

In the first-quarter earnings call, leadership signaled that the B2B segment, powered by the Rapid API network, would likely keep outpacing B2C growth in the second quarter, a trend reinforced in June when Expedia expanded its Rapid API ecosystem to help partners unlock multi-element bookings spanning cars, flights, activities and trip protection. Continued lodging growth outside the U.S. and rising vacation-rental scale on Vrbo likely supported second-quarter volumes.

April through June brought several traveler-facing initiatives. At its Explore 26 partner conference in May, Expedia unveiled new AI-driven planning tools, a partnership with CLEAR for airport experiences, an expanded Uber integration, and a collaboration with International Workplace Group offering complimentary Hotels.com status. The company also released Memorial Day and summer travel outlook reports highlighting demand for secondary cities and soccer-related trips. Alongside this, Expedia paid its quarterly dividend on June 18 and continued repurchasing shares under its enlarged buyback authorization, signaling confidence in cash generation.

Offsetting these catalysts, management had flagged elevated cancellations tied to geopolitical tensions and travel advisories, along with moderating promotional intensity in B2B and rising AI-related investment spend, factors that are likely to have continued weighing on margins and demand visibility through the second quarter. Broader consumer softness and competitive discounting across online travel remain lingering risks.

Given the stock's post-first-quarter rally already reflects much of the anticipated margin expansion and bookings growth, and with geopolitical and cost pressures unresolved, investors may be better served waiting for a more attractive entry point rather than chasing shares ahead of the print. Existing shareholders may prefer holding current positions until results clarify the durability of B2B strength, lodging expansion and AI-driven efficiency gains against full-year guidance that still calls for gross bookings growth of 6-8% and EBITDA margin expansion of up to 1.25 percentage points.

What Our Model Says About EXPE StockOur proven model predicts an earnings beat for Expedia Group this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.

EXPE currently has an Earnings ESP of +2.52% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

Other Stocks to ConsiderHere are some other companies worth considering, as our model shows that they also have the right combination of elements to beat on earnings in their upcoming releases:

Sweetgreen (SG - Free Report) currently has an Earnings ESP of +11.54% and carries a Zacks Rank #2. SG shares have declined 0.9% in the past six-month period. SG is set to report its second-quarter 2026 results on Aug. 6. You can see the complete list of today’s Zacks #1 Rank stocks here.

 Groupon (GRPN - Free Report) has an Earnings ESP of +4.00% and a Zacks Rank #3 at present. GRPN shares have surged 102.5% in the past six-month period. GRPN is set to report its second-quarter 2026 results on Aug. 6.

 Portillo's Inc. (PTLO - Free Report) presently has an Earnings ESP of +3.85% and a Zacks Rank #3. PTLO shares have declined 25.9% in the past six-month period. PTLO is slated to report its second-quarter 2026 results on Aug. 5.

Key Takeaways LNC posted adjusted EPS of $2.24, beating estimates as operating revenues rose 4.2% year over year.Lincoln National reported 90.6% higher net income and ended the quarter with an RBC ratio above 420%.LNC ended the quarter with an RBC ratio above 420% and higher book value excluding AOCI. Lincoln National Corporation (LNC - Free Report) reported second-quarter 2026 adjusted earnings per share of $2.24, which surpassed the Zacks Consensus Estimate by 12%. The bottom line declined 5.1% year over year.

Adjusted operating revenues grew 4.2% year over year to $4.93 billion, surpassing the Zacks Consensus Estimate by 1.4%

The quarterly earnings were supported by higher net investment income and lower expenses. Improved profitability in the Life Insurance and Retirement Plan Services segments also contributed to the upside. Nevertheless, these gains were partly offset by lower sales in the Annuities and Group Protection segments.

Lincoln National Corporation Price, Consensus and EPS SurpriseKey Takeaways From LNC’s Q2 ResultsLNC's estimated RBC ratio remained above 420% at the end of the reported quarter.

Insurance premiums inched up 2% year over year to $1.7 billion, marginally missing the Zacks Consensus Estimate by 0.01%.

Fee income was $1.4 billion, which improved 4.3% year over year but missed the consensus mark by 0.4%. Net investment income advanced 10.5% year over year to $1.6 billion and beat the consensus mark by 10.8%.

Meanwhile, other revenues of $202 million rose 9.8% year over year in the quarter under review.

Total expenses declined 9.3% year over year to $2.9 billion. Interest credited rose 11.8% year over year to $1 billion.

Lincoln National reported net income of $1.3 billion, up 90.6% year over year from $699 million.

Lincoln National’s Segmental PerformancesThe Annuities and Life Insurance segments form part of LNC’s Retail Solutions business, while Group Protection and Retirement Plan Services units make up the Workplace Solutions business.

The Annuities segment's operating income totaled $287 million, flat year over year, and missed the Zacks Consensus Estimate by 2.6%. Favorable equity markets and higher spread income were partly offset by variable annuity outflows and the $12 million impact of the previously disclosed net investment income reallocation to non-operating income. The segment's operating revenues increased 10.5% year over year to $1.3 billion. Total annuity deposits were $3.5 billion, which fell 12.5% year over year.

The Life Insurance segment recorded operating income of $57 million, which improved from $32 million in the prior-year quarter and beat the Zacks Consensus Estimate of $26.7 million. The increase was driven by favorable mortality, partly offset by lower alternative investment income. Operating revenues declined 1.9% year over year to $1.6 billion. Total Life Insurance sales of $216 million advanced 78.5% year over year. Total deposits grew 30.6% year over year to $1.7 billion.

The Group Protection segment's operating income decreased 15% year over year to $147 million but beat the Zacks Consensus Estimate of $142 million. Operating revenues increased 2.5% year over year to $1.6 billion, driven by a 2.5% rise in insurance premiums. Sales of $155 million declined 17.1% year over year.

The Retirement Plan Services segment recorded operating income of $49 million, which grew 32.4% year over year and outpaced the Zacks Consensus Estimate of $44.1 million. The increase was driven by spread expansion and favorable equity markets. Operating revenues increased 6.6% year over year to $353 million. Total deposits rose 4% year over year to $3.7 billion.

Other Operations reported an operating loss of $90 million, narrower than the prior-year quarter's loss of $91 million and better than the Zacks Consensus Estimate of a loss of $93.7 million.

Lincoln National’s Q2 Financial UpdateLincoln National exited the second quarter with cash and invested cash of $10.2 billion, up from $9.5 billion as of 2025-end. Total assets increased to $429.8 billion from $417.2 billion as of 2025-end.

Long-term debt rose to $6.5 billion from $5.9 billion as of Dec. 31, 2025.

Total stockholders' equity increased to $11.3 billion from $10.9 billion as of 2025-end.

Book value per share, excluding accumulated other comprehensive income (AOCI), was $77.39, up from $73.10 as of 2025-end. Adjusted income from operations ROE declined 130 basis points year over year to 11.6%.

LNC’s Dividend UpdateLincoln National paid quarterly common dividends of $86 million, up 11.7% from the prior-year quarter’s level.

LNC’s 2026 OutlookManagement had earlier projected that the Annuities, Life Insurance, Group Protection and Retirement Plan Services units would account for 58-60%, 8-9%, 24-25% and 8-9%, respectively, of the company's total operating income in 2026.

Management had earlier projected an RBC ratio of more than 420% in 2026 and over the long term.

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

How Did LNC’s Peers Perform?Several companies in the insurance space, including Aon plc (AON - Free Report) , RenaissanceRe Holdings Ltd. (RNR - Free Report) and AMERISAFE, Inc. (AMSF - Free Report) , have already reported their financial results for the June quarter of 2026. Here’s how they have performed:

Aon reported second-quarter 2026 adjusted earnings of $3.81 per share, which surpassed the Zacks Consensus Estimate by 1.1%. The bottom line advanced 9% year over year. Aon’s total revenues of $4.2 billion grew 2% year over year.  The top line missed the consensus mark by 0.4%. Organic revenue growth was 5%. The quarterly results were supported by strong organic revenue growth, healthy client retention, operating margin expansion and disciplined execution. Solid performance across the Commercial Risk, Reinsurance and Health Solutions businesses was partly offset by weakness in Wealth Solutions.

RenaissanceRe reported second-quarter 2026 operating income of $12.92 per share, which surpassed the Zacks Consensus Estimate by 12.9%.  The bottom line also improved 5.1% year over year.  RNR’s total operating revenues declined 6.7% year over year to $2.64 billion. The top line missed the consensus mark by 1%. The quarterly earnings benefited from lower expenses, higher net investment income and an improved total combined ratio. However, the upside was partly offset by lower net premiums earned, weaker underwriting results in the Casualty & Specialty segment and lower fee income.

AMERISAFE reported second-quarter adjusted earnings per share of 44 cents, which missed the Zacks Consensus Estimate by 17%. The bottom line declined 17% year over year.  Operating revenues increased 10.3% year over year to $83.95 million and topped the Zacks Consensus Estimate by 1%. AMERISAFE’s quarterly results were affected by higher expenses and weaker underwriting margins, with additional pressure from lower investment income. Strong premium growth partly offset these headwinds.

Key Takeaways Generac's data center backlog hit $1.6 billion, including $1 billion of new orders received within 90 days.Two hyperscaler deals include nearly $700 million of committed 2027 volume with Generac's first customer.GNRC expects about $450 million in 2026 data center revenue, making capacity and margin execution critical. Generac Holdings Inc. (GNRC - Free Report) has built a data center backlog of roughly $1.6 billion, including about $1 billion of new orders received within 90 days. The scale of those commitments is reshaping the company’s commercial and industrial (“C&I”) growth outlook.

The opportunity also raises the operational stakes. Generac must add capacity, deliver large-megawatt systems on schedule and manage a sales mix that produces lower margins than its residential business.

Generac’s Backlog Reaches $1.6 BillionThe backlog shows that data centers are becoming a substantial source of future demand rather than a limited near-term contributor. It supports a broader shift toward commercial and industrial customers with multiyear power requirements.

The $1.6 billion figure does not include committed volumes that remain under negotiation with Generac’s second hyperscale customer. That leaves room for additional orders, but the timing and final product terms still need to be completed.

GNRC’s Hyperscaler Deals Extend Revenue VisibilityGenerac has secured two multiyear global supply agreements with hyperscale data center operators. The agreements strengthen visibility beyond the current year and give the company a clearer basis for production planning.

Finalized product-specific terms with the first customer represent nearly $700 million of committed volume for 2027. Negotiations with the second customer cover potential volumes for 2027 and 2028, extending the opportunity further into the planning cycle.

Generac’s 2026 Data Center Outlook Moves HigherManagement raised its 2026 data center revenue expectation to roughly $450 million. The higher forecast indicates that backlog conversion should become a more meaningful contributor to Generac’s near-term C&I revenues.

Multiyear agreements may also reduce reliance on shorter-cycle orders. Manufacturing readiness and final product terms remain important to the pace of revenue conversion.

GNRC’s Capacity Expansion Becomes the Key TestProduction at the expanded Sussex, WI, facility is expected to begin in the third quarter of 2026, one quarter ahead of plan. The Belvidere, IL, packaging facility is scheduled to become operational in the first quarter of 2027.

Caterpillar Inc. (CAT - Free Report) supplies electric power systems for data centers, making it a relevant comparison as Generac expands large-megawatt capacity. Cummins Inc. (CMI - Free Report) also provides standby generator solutions for hyperscale, colocation and enterprise facilities.

Their presence highlights the need for reliable execution and service support. Delays, inefficient ramp-ups or missed delivery schedules could prevent GNRC from converting its backlog into revenues when expected.

Generac’s C&I Mix Could Limit Margin UpsideTariff refunds added roughly 6% to second-quarter gross margin, which reached 44.5%. Excluding those refunds, management expects 2026 gross margin near the low end of its prior 38.5% to 39.5% range because of the higher C&I sales mix.

GNRC’s Strong Signal Meets a Mixed Style ProfileThe backlog materially improves Generac’s revenue visibility, but the investment case now depends more heavily on capacity execution and margin control. Successful conversion could support a more durable growth mix, while delays would expose the cost of expanding ahead of demand.

GNRC currently carries a Zacks Rank #1 (Strong Buy), indicating favorable near-term earnings-estimate trends. Its Growth Score of B is consistent with the company’s expanding growth opportunity.

The Value Score of D, Momentum Score of C and VGM Score of C remain mixed. Those scores suggest that the data center theme is promising, but investors still need evidence that backlog can translate into profitable, timely revenue growth.

You can see the complete list of today’s Zacks #1 Rank stocks here.

Avista NYSE: AVA used its second-quarter 2026 earnings call to focus primarily on wildfires near Spokane, Washington, which have damaged parts of its electric transmission and distribution system, displaced residents and employees, and left thousands of customers without electric or natural gas service.

President and CEO Heather Rosentrater said multiple fires, fueled by dry and windy conditions, spread rapidly over the weekend and remain uncontained. She said the company’s facilities were not involved in starting any of the Spokane-area fires.

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“Thousands of people, including many of our employees, have been displaced and many are still facing great uncertainty,” Rosentrater said. “Our hearts are with everyone who has had to evacuate their homes, everyone who has suffered loss, and all who continue working on the front lines.”

Outages and Infrastructure Damage At the time of the call, about 7,300 of Avista’s 429,000 electric customers were without power, while approximately 5,300 of its 386,000 natural gas customers were without service. The remaining outages were related to active wildfire conditions, damaged infrastructure, evacuation restrictions and safety concerns, rather than the company’s public safety power shutoff event, Rosentrater said.

The company identified significant impacts to transmission and distribution facilities serving parts of West Spokane. Several transmission lines sustained wildfire damage, reducing system capacity. Avista repaired and energized one key transmission line on the morning of the call, which Rosentrater said significantly reduced the risk of additional customer outages caused by capacity constraints.

Avista has also repaired some other damaged lines, but several remain out of service. Crews have gained access to affected areas and begun repairs to the transmission system. Rosentrater said the transmission restoration work should take less time than repairs to the distribution system, where the full extent of the damage remains under assessment.

“With the distribution, there’s a significant structure loss,” Rosentrater said in response to a question about the expected timing for normalizing infrastructure. “Working through how we support the areas that remain, that’s what we’re trying to understand better right now and how long that will take. It’s still to be determined.”

Recovery, Insurance and Wildfire Mitigation Senior Vice President, CFO, Treasurer and Regulatory Affairs Officer Kevin Christie said the company was still assessing the damage and had not determined whether it would seek a regulatory filing related to recovery of wildfire-related costs. He noted that many of the affected assets are long-lived, which should limit the effect of regulatory lag.

Christie said Washington legislation enacted two legislative sessions earlier permits the securitization of wildfire-related costs. However, he said the current event did not appear to approach the level of monetary impact that would warrant securitization.

“Securitization would be for, I would say, much more impactful events than what we’re experiencing now,” Christie said, while emphasizing that the fires remain significant for affected communities and employees.

Rosentrater said the company’s wildfire mitigation measures, including public safety power shutoffs, vegetation management, real-time situational awareness and operational changes, demonstrated value during the event. During inspections before restoring service to proactively de-energized feeders, crews found several trees that had fallen into one line, she said.

Rosentrater described public safety power shutoffs as a tool to help prevent wildfire ignitions, though she acknowledged the difficulty those outages can create for communities.

Data Center Discussions Remain Paused Avista also addressed its ongoing review of potential large data center loads. Rosentrater said the company would not move forward with a new large data center customer unless it is confident the customer would make significant contributions supporting affordability for existing customers and would maintain or enhance reliability.

The company expects any large-load arrangement to provide a net benefit to current customers and include protections ensuring existing customers do not bear associated costs, she said. Avista has been considering potential tariff updates, hybrid tariffs, special contracts and possible state-level policy measures.

The company has paused activity under a memorandum of understanding related to a proposed 500-megawatt data center project, which Avista removed as upside from its capital plan. Rosentrater said the pause has allowed more time to review internal processes and engage with regulators, local partners and other stakeholders.

Christie said an upcoming Washington Utilities and Transportation Commission workshop should help inform the process. He said Avista has historically used special contracts for large-load customers and wants to provide clearer assurances that existing customers are protected and receive benefits.

Washington Rate Case Outlook On Avista’s Washington rate case, Christie said a settlement appears likely to be difficult because parties hold fundamentally different views on the company’s proposed four-year rate plan. He said the company continues to support the four-year structure.

Christie said staff testimony was relatively close to Avista’s position in some areas, despite differences in methodology. He identified return levels proposed by public counsel and the lack of a proposed power-supply adjustment as major points of disagreement.

Avista planned to file rebuttal testimony on Aug. 7, followed by hearings expected Sept. 17-18. Christie said the company expects a commission order around the middle of December.

He added that, if an extreme event occurred during a four-year plan, Avista could refile and replace the third and fourth years of the plan, though he said the company does not believe the current wildfire event would require that action.

About Avista (NYSE:AVA)Avista Corporation operates as an integrated energy company providing electric and natural gas delivery services to residential, commercial and industrial customers in the Pacific Northwest. Through its regulated utility operations, the company maintains and upgrades an extensive transmission and distribution network, delivering reliable energy to approximately 400,000 electric customers and 324,000 natural gas customers across Washington, Oregon and Idaho. In addition to its core utility business, Avista invests in owned generation assets, including hydroelectric, natural gas–fired, coal and wind facilities, to support system reliability and long-term supply planning.

Founded in 1889 as the Spokane and Inland Empire Water Power Company, the business adopted the Avista name in 1999 to reflect its growing energy portfolio and strategic focus on innovation.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Key Takeaways NYT's quarterly results will spotlight digital subscription growth and advertising revenue trends.Bundled products, pricing actions and subscriber retention are expected to support subscription revenues.Print weakness and higher spending on product development, marketing and administration may pressure margins. The New York Times Company (NYT - Free Report) is set to announce its second-quarter 2026 earnings results on Aug. 5, before the market opens. Key focus areas include subscription growth and trends in advertising revenues.

The Zacks Consensus Estimate for second-quarter revenues is pegged at $748 million, indicating a 9.1% rise from the prior-year period.

This diversified media conglomerate is also expected to show improvement in the bottom line. The consensus estimate for earnings per share has remained steady at 67 cents over the past 30 days, suggesting a 15.5% increase from the year-ago period.

The New York Times Company has a trailing four-quarter earnings surprise of 12.7%, on average. In the last reported quarter, the company surpassed the Zacks Consensus Estimate for EPS by 24.5%.

Factors Likely to Have Shaped NYT’s Q2 OutcomeThe New York Times Company’s second-quarter performance is likely to have benefited from the continued strength of its digital subscription business, supported by sustained demand for its premium news and lifestyle offerings. Management has consistently emphasized that its strategy of building direct relationships with readers through a diversified portfolio of products, including News, Games, Cooking, The Athletic, Audio and Wirecutter, continues to deepen user engagement. The company has also highlighted healthy subscriber retention, successful pricing actions and growing engagement across its bundled offerings, all of which are expected to have supported subscription revenues during the quarter.

On its last earnings call, management projected a 10-12% year-over-year increase in total subscription revenues for the second quarter, with digital-only subscription revenues anticipated to rise 14-17%. The New York Times Company's expanding subscriber base is central to its growth strategy. The Zacks Consensus Estimate indicates the digital-only subscriber count to be 12.84 million by the end of the second quarter.

The New York Times has benefited from robust marketer demand, supported by strong audience engagement across multiple content categories, including news, sports, games and lifestyle products. Management has noted that expanding advertising inventory across its digital properties while maintaining a consumer-first experience has strengthened advertiser interest. Its growing first-party data capabilities and broad portfolio of premium content are also likely to have helped attract advertising spending and supported healthy monetization during the second quarter. Management had guided a high-teens increase in digital advertising revenues for the quarter under review.

The company’s ongoing investments in product innovation and content quality are also likely to have remained supportive of second-quarter performance. Management continues to expand video journalism, launch new digital features and enhance user experiences across its platforms to strengthen engagement and attract new audiences. The strategy of leveraging high-quality journalism alongside premium lifestyle content has helped reinforce the company’s competitive position while creating multiple avenues for monetization through subscriptions, advertising and licensing. These long-term initiatives are likely to have supported overall business momentum in the quarter.

On the flip side, The New York Times Company’s second-quarter performance may have continued to face headwinds from its print business, where subscription and advertising trends have remained under pressure. The consensus estimate for print subscription revenues stands at $128 million, down 2.3%, while print advertising revenues are expected to fall 12.7% to $34.5 million. Higher spending on product development, marketing and administrative functions may have weighed on margins. Management had guided an 8-9% increase in adjusted operating costs for the quarter under review.

What the Zacks Model Predicts for NYTAs investors prepare for The New York Times Company’s second-quarter results, the question looms regarding an earnings beat or miss. Our proven model does not conclusively predict an earnings beat for The New York Times Company this time. 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. However, that’s not the case here.

The New York Times Company has a Zacks Rank #3 but an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks With the Favorable CombinationHere are three more companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:

SanDisk Corporation (SNDK - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, it has an Earnings ESP of +4.13% and sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.

 The Zacks Consensus Estimate for SanDisk’s fourth-quarter earnings is pegged at $34.24 per share, indicating a year-over-year increase from 29 cents reported in the year-ago period. Earnings estimates for the quarter have been revised upward by 2.8% over the past 30 days.

 Western Digital Corporation (WDC - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5. Currently, it has an Earnings ESP of +3.22% and sports a Zacks Rank #1.

 The Zacks Consensus Estimate for Western Digital’s fourth-quarter earnings is pegged at $3.35 per share, calling for a year-over-year surge of 101.8%. Earnings estimates for the quarter have been revised upward by a penny in the past 30 days.

 MKS Inc. (MKSI - Free Report) is scheduled to report second-quarter 2026 results on Aug. 5. Currently, it has an Earnings ESP of +1.59% and carries a Zacks Rank #2.

 The Zacks Consensus Estimate for MKS’ second-quarter earnings is pegged at $2.94 per share, calling for a year-over-year jump of 66.1%. Earnings estimates for the quarter have been revised upward by a penny in the past seven days.

NEW YORK, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Bloom Energy Corporation (NYSE: BE) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Bloom Energy securities between February 27, 2026 and July 8, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/BE.

Bloom Energy Case Details

The complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that:

that Bloom Energy obtained scandium through intermediaries who sourced the metal from China;that, as a result, the Company understated the extent to which it relied on scandium from China; andthat, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
What's Next for Bloom Energy Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/BE. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Bloom Energy you have until September 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Bloom Energy Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Bloom Energy Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

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Prior results do not guarantee similar outcomes.

Key Takeaways CDW is set to report Q2 results Aug. 5, with management expecting high single-digit non-GAAP EPS growth.CDW expects AI-driven infrastructure demand, backlog and customer activity to support quarterly performance.CDW sees stronger second-half momentum from services, while hardware shipment delays keep backlog high. CDW Corporation (CDW - Free Report) is scheduled to release second-quarter 2026 results before market open on Aug. 5.

The Zacks Consensus Estimate for revenues is set at $6.3 billion, representing a 4.7% increase from the prior-year quarter. 

The consensus estimate for earnings is pegged at $2.80 per share, up 1.3% in the past 60 days, indicating a 7.7% increase from the year-ago quarter’s reported figure. Management expects second-quarter non-GAAP net income per share to be in the high single digits year over year.

CDW’s earnings beat the Zacks Consensus Estimate in each of the last four quarters, with the average surprise being 3.3%.

Key Factors Investors Should Watch for CDW’s Q2 EarningsCDW’s second-quarter performance is expected to have been driven by customer demand across corporate, government, education and healthcare markets, as well as the company's ability to capitalize on AI-driven infrastructure investment, despite ongoing macroeconomic uncertainty. AI continues to reshape enterprise technology investments. Companies are increasingly deploying AI-ready servers, high-performance storage, networking equipment and data center infrastructure. CDW, with its broad portfolio of hardware, software and IT services, is well-positioned to benefit from this trend.

The company expects strong performance in the to-be-reported quarter and beyond, driven by backlog and customer activity. Supply chain and demand uncertainties remain, but the outlook is cautiously optimistic with a focus on quarterly results. CDW expects second-quarter non-GAAP SG&A expenses to be modestly higher sequentially. However, operating expenses as a percentage of gross profit are projected to decline sequentially due to seasonal factors and remain broadly in line with the year-ago second quarter.

Government, education, commercial, international and healthcare customers account for a lion’s share of CDW's revenue. First-quarter results demonstrated this diversification, with commercial growth of nearly 10%, government growth of almost 5%, education growth of 3% and international growth of 17.9%. Corporate, healthcare and financial services customers all contributed to commercial expansion, while double-digit growth in state and local government offset weakness in federal spending. K-12 demand remained healthy despite difficult comparisons, and both the U.K. and Canada delivered double-digit growth.

For the second quarter, we expect revenues from Total Commercial, Government and Education to be $3.9 billion, $685 million and $916.7 million, respectively. Revenues from the International part are estimated to be $627 million, down 6.7%.

The company anticipates a more balanced demand environment in the second half, with no significant demand destruction expected. CDW expects netted-down revenues, along with professional and managed services, to gain momentum in the second half of 2026 and continue to outpace overall business growth in the long term. Hardware shipment delays keep backlog elevated. Meanwhile, higher-value AI deals and expanding professional and managed services are expected to support recurring revenue and drive margin expansion over time.

Management remains committed to maintaining leverage within its targeted 2X-3X range while evaluating acquisition opportunities aligned with its growth strategy. In addition, Geared for Growth initiatives are expected to begin contributing productivity benefits in the second half of 2026. In May, the board authorized an additional $1 billion for share repurchases, increasing its total remaining buyback capacity to approximately $1.48 billion from the amount remaining as of March 31, 2026. Future authorizations remain subject to board approval.

Potential variability remains tied to recession risks, geopolitical developments, pricing volatility and additional supply disruptions that could alter customer purchasing patterns, weighing on CDW’s overall performance.

What Our Model Displays for CDWOur proven model predicts an earnings beat for CDW 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. That is exactly the case here.

CDW currently has an Earnings ESP of +0.95% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Other Stocks With the Favorable CombinationHere are three other stocks you may want to consider, as our model shows that these too have the right elements to post an earnings beat in this reporting cycle.

Arista Networks (ANET - Free Report) currently has an Earnings ESP of +3.08% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here. 

ANET is scheduled to report quarterly earnings on Aug. 4. The Zacks Consensus Estimate for ANET’s to-be-reported quarter’s earnings and revenues is pegged at 89 cents per share and $2.83 billion, respectively. Shares of ANET have gained 39% in the past year.

Caterpillar (CAT - Free Report) presently has an Earnings ESP of +4.96% and a Zacks Rank #3. CAT is scheduled to report quarterly numbers on Aug. 4. The Zacks Consensus Estimate for Caterpillar’s to-be-reported quarter’s earnings and revenues is pegged at $6.25 per share and $19.31 billion, respectively. Shares of CAT have risen 93.7% in the past year.

Advanced Micro Devices, Inc. (AMD - Free Report) has an Earnings ESP of +1.56% and a Zacks Rank #2 at present. AMD is scheduled to report quarterly figures on Aug. 4. The Zacks Consensus Estimate for AMD’s to-be-reported quarter’s earnings and revenues is pegged at $1.61 per share and $11.32 billion, respectively. Shares of AMD have skyrocketed 153.3% in the past year.

Key Takeaways Evergy expects Q2 earnings of 82 cents per share and revenues of $1.47 billion, up 2.6%.Data center demand, economic development and customer growth may support quarterly performance.Infrastructure spending, efficiency efforts and cost optimization may help offset higher O&M expenses. Evergy, Inc. (EVRG - Free Report) is scheduled to release second-quarter 2026 results on Aug. 6, before market open. The company delivered an earnings surprise of 9.52% in the last reported quarter.

Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.

Factors That Might Have Impacted EVRG's Q2 EarningsEvergy is expected to have benefited from continued economic development across its service territories, resulting in stronger electricity demand. The company's earnings are likely to have been supported by increasing demand from data centers.

EVRG's quarterly performance may have benefited from ongoing investments in infrastructure and efforts to enhance service reliability. EVRG’s second-quarter earnings are also expected to have been boosted by energy efficiency initiatives and ongoing cost optimization measures.

Evergy is also likely to have gained from its focus on maintaining affordable rates while delivering high-quality services, which is expected to have supported customer additions and load growth.

The anticipated rise in demand from residential, commercial and industrial customers is likely to have supported second-quarter earnings. However, higher operations and maintenance expenses may have weighed on the company’s bottom line.

EVRG’s Q2 ExpectationsThe Zacks Consensus Estimate for earnings is pegged at 82 cents per share, in line with the earnings reported in the year-ago quarter.

The Zacks Consensus Estimate for revenues is pinned at $1.47 billion, indicating an increase of 2.6% from the year-ago reported figure.

What Our Quantitative Model Predicts for EVRGOur proven model does not conclusively predict an earnings beat for Evergy this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here as you will see below.

Stocks to ConsiderInvestors may consider the following players from the same industry, as these have the right combination of elements to post an earnings beat this reporting cycle.

Pinnacle West Capital Corporation (PNW - Free Report) is slated to report its second-quarter 2026 results on Aug. 4, before market open. It has an Earnings ESP of +0.95% and a Zacks Rank of 2 at present.

PNW’s long-term (three to five years) earnings growth rate is 5.81%. The Zacks Consensus Estimate for earnings is pinned at $1.49 per share, which suggests a year-over-year decline of 5.7%.

Duke Energy Corporation (DUK - Free Report) is scheduled to report its second-quarter 2026 results on Aug. 4, before market open. It has an Earnings ESP of +0.16% and a Zacks Rank of 3 at present.

DUK’s long-term earnings growth rate is 6.76%. The Zacks Consensus Estimate for earnings is pinned at $1.29 per share, which implies a year-over-year increase of 3.2%.

Versigent PLC (VGNT - Free Report) is set to report its second-quarter 2026 results on Aug. 4, before market open. It has an Earnings ESP of +8.82% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for VGNT’s revenues stands at $2.29 billion. The Zacks Consensus Estimate for earnings is pegged at $1.58 per share.

Key Takeaways Leidos expects Q2 revenues of $4.36 billion, up 2.6%, and earnings of $2.90 per share, down 9.7%.ENTRUST, recent contract awards and Kudu Dynamics may support Homeland and Intelligence & Digital growth.Defense demand, program wins and cost controls may aid results, while higher interest expenses weigh. Leidos Holdings, Inc. (LDOS - Free Report) is scheduled to release second-quarter 2026 results on Aug. 4, before market open. The company delivered an earnings surprise of 8.68% in the last reported quarter.

Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.

Factors Likely to Influence LDOS’ Q2 ResultsLeidos Holdings' Homeland segment is likely to have benefited from the $2.4 billion acquisition of ENTRUST. This strategic addition expanded the company's energy infrastructure capabilities, strengthened its presence in the utility engineering market and enhanced its service offerings, supporting the segment's top-line performance in the quarter to be reported.

Leidos Holdings' Intelligence & Digital segment is likely to have witnessed strength in the quarter to be reported, driven by recent contract awards, higher demand for Intelligence Community mission support and continued contributions from Kudu Dynamics.

Net write-ups on certain programs within the managed health services are likely to have supported the Health segment’s top-line performance.

Robust program wins and increased sales volumes, supported by growing geopolitical tensions globally and strong growth in integrated air defense systems, may have boosted the Defense segment’s top line.

Strong revenue growth, supported by disciplined program execution and cost-control initiatives, is likely to have favorably impacted the company's bottom-line performance. However, higher interest expenses are expected to have tempered some of the benefits in the quarter to be reported.

Q2 Expectations for LDOSThe Zacks Consensus Estimate for revenues is pegged at $4.36 billion, indicating an increase of 2.6% from the year-ago level.

The consensus estimate for earnings is pegged at $2.90 per share, calling for a decline of 9.7% from the figure recorded a year ago.

What the Zacks Model Unveils for LDOSOur proven model predicts an earnings beat for LDOS this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.

Other Stocks to ConsiderBelow, we have mentioned players from the same sector that also have the right combination of elements to beat on earnings in the upcoming releases.

CDW Corporation (CDW - Free Report) is scheduled to report its second-quarter 2026 results on Aug. 5, before market open. It has an Earnings ESP of +0.95% and a Zacks Rank of 3 at present.

The Zacks Consensus Estimate for sales is pegged at $6.26 billion, which indicates a 4.7% rise from the year-ago quarter’s figure. The consensus estimate for earnings stands at $2.80 per share, which calls for a 7.7% improvement from the year-ago quarter’s figure.

Applied Materials (AMAT - Free Report) is slated to report its third-quarter fiscal 2026 results on Aug. 13, after market close. It has an Earnings ESP of +1.52% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for sales is pegged at $9 billion, which calls for a 23.3% improvement from the year-ago quarter’s figure. The consensus estimate for earnings stands at $3.36 per share, which suggests a massive 35.5% increase from the year-ago quarter’s figure.

Analog Devices, Inc. (ADI - Free Report) is expected to report its third-quarter fiscal 2026 results on Aug. 19, before market open. It has an Earnings ESP of +2.37% and a Zacks Rank of 2 at present.

The Zacks Consensus Estimate for sales is pegged at $3.92 billion, which implies a 36.3% increase from the year-ago quarter’s figure. The consensus estimate for earnings is pegged at $3.33 per share, indicating a year-over-year surge of 62.4%.

Hess Midstream Partners NYSE: HESM reported higher second-quarter net income and adjusted EBITDA, supported by lower operating expenses and general and administrative savings, while reaffirming its full-year financial outlook and plans for shareholder returns and debt reduction.

Net income for the second quarter of 2026 was $174 million, compared with about $158 million in the first quarter, while adjusted EBITDA rose to $314 million from $300 million. Chief Financial Officer Mike Chadwick said the increase primarily reflected operating activity that shifted into the second half of the year, as well as lower G&A allocations.

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Revenue excluding pass-through revenue increased by about $10 million sequentially. Gathering revenue rose approximately $7 million, and processing revenue increased approximately $3 million, Chadwick said.

Operations and Volume Outlook Chief Executive Officer Jonathan Stein said the company completed planned maintenance at TGP on time and under budget during the quarter. Hess Midstream plans maintenance at LM4 in the third quarter and expects to complete work that had shifted from the first half into the latter half of the year.

Second-quarter throughput averaged 433 million cubic feet per day for gas processing, 117,000 barrels of oil per day for crude terminaling, and 121,000 barrels of water per day for water gathering. Compared with the first quarter, oil-related volumes were flat to lower, while gas volumes increased as additional third-party volumes helped offset the impact of TGP maintenance, Stein said.

The company continues to expect higher volumes in the second half of 2026 than in the first half. Stein said the anticipated increase reflects the normal timing of wells coming online as Chevron optimizes its drilling program, along with longer laterals and greater productivity discussed by Chevron.

“The volume growth that we had was really planned and just part of normal phasing,” Stein said. He added that the company expects continued quarter-over-quarter volume growth, including at least 5% growth into the second half of the year.

Stein said Chevron’s efficiency gains in the basin have helped maintain production at lower rig counts. From Hess Midstream’s perspective, longer laterals can allow similar throughput volumes to be handled with fewer wells, supporting capital efficiency. He said the company is not assuming production growth beyond the production expectations previously discussed by Chevron, with future growth drivers expected to include inflation-based tariff escalation and operating-cost savings.

Margins, Capital Spending and Third-Quarter View Hess Midstream’s gross adjusted EBITDA margin was approximately 85% in the second quarter, above its long-term 75% target. Chadwick said the margin benefited in part from relatively minor credits recorded during the quarter, but that the larger factor was the phasing of operating expenses into the third and fourth quarters.

While the company has maintained margins above 80% for an extended period, Chadwick said management remains comfortable retaining the 75% long-term margin target rather than changing its guidance.

Capital expenditures totaled approximately $31 million in the second quarter, including the completion of greenfield high-pressure gathering pipeline infrastructure. The company expects spending to increase in the third quarter as planned activity rises.

For the third quarter, Hess Midstream expects net income of approximately $165 million to $175 million and adjusted EBITDA of $310 million to $320 million. The midpoint of the EBITDA outlook is roughly flat with the second quarter, as higher projected revenue and volumes are expected to be offset by higher operating expenses, including deferred maintenance work.

Adjusted free cash flow is expected to decline sequentially in the third quarter because of higher capital expenditures, Chadwick said.

Full-Year Guidance and Capital Allocation The company reiterated its 2026 outlook for net income of $650 million to $700 million and adjusted EBITDA of $1.225 billion to $1.275 billion, with the EBITDA midpoint approximately flat compared with 2025. It also maintained adjusted free cash flow guidance of $910 million to $960 million, representing a 20% year-over-year increase at the midpoint, according to Stein.

Chadwick said the range of potential outcomes for full-year EBITDA will depend largely on weather and maintenance execution. Favorable weather and continued successful maintenance execution could support results toward the higher end of the range, while operational interruptions or higher maintenance costs could pressure results.

Second-quarter adjusted free cash flow was approximately $232 million, down about 2% from the first quarter. Net interest expense, excluding amortization of deferred financing costs, was approximately $51 million. The revolving credit facility balance was $256 million at quarter-end, down approximately $87 million from the first quarter. After funding its targeted 5% annual distribution growth, Hess Midstream expects approximately $280 million of excess adjusted free cash flow in 2026. The company plans to use that cash for incremental shareholder returns and debt repayment.

Chadwick said the board will continue to evaluate the mix of share repurchases and debt reduction during the year. The company repurchased $60 million of shares from public holders and its sponsor in March, while second-quarter capital allocation included the $87 million reduction in revolver borrowings.

Hess Midstream was at roughly 3 times leverage during the quarter and expects that ratio to decline as debt is reduced and EBITDA increases. Chadwick said the company’s outlook indicates leverage could reach about 2.5 times by 2028, though management does not expect it to move materially below that level.

About Hess Midstream Partners (NYSE:HESM)Hess Midstream Partners LP, formerly traded on the New York Stock Exchange under the ticker HESM, is a midstream energy partnership that owns, operates and develops crude oil, natural gas and produced water infrastructure in the Williston Basin. The company’s assets include crude oil gathering and transportation systems, saltwater disposal wells, natural gas processing and fractionation plants, and associated pipeline and storage facilities. Its integrated network is designed to support upstream production by providing gathering, processing, storage and marketing services for hydrocarbons and produced water.

Headquartered in Houston, Texas, Hess Midstream Partners primarily serves producers operating in North Dakota and Montana’s Bakken Shale region.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Key Takeaways AXON is expected to report Q2 revenues of $868.4 million, up 29.9% year over year, on Aug. 5.Axon Enterprise may benefit from demand for TASER 10, software services and the Carbyne acquisition.AXON faces margin pressure from higher integration costs, wages and stock-based compensation. Axon Enterprise, Inc. (AXON - Free Report) is scheduled to release second-quarter 2026 results on Aug. 5, after market close.

The Zacks Consensus Estimate for second-quarter revenues is pegged at $868.4 million, which indicates an increase of 29.9% from the year-ago quarter’s figure. The consensus mark for earnings is pinned at $1.89 per share, which has been stable in the past 60 days. The estimate indicates a decline of 10.9% from the figure reported in the year-ago quarter.

AXON’s Earnings Surprise History
Image Source: Zacks Investment Research

The company has surpassed the Zacks Consensus Estimate twice and missed in the other two in the preceding four quarters, the average surprise being 8.8%. In the last reported quarter, it reported earnings of $1.61 per share, which missed the consensus estimate by 3%.

Earnings Whispers for AXONOur proven model does not conclusively predict an earnings beat for Axon Enterprise this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below.

Earnings ESP: AXON has an Earnings ESP of 0.00% as both the Zacks Consensus Estimate and the Most Accurate Estimate are pegged at $1.89 per share. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

Zacks Rank: AXON currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Factors Driving AXON’s PerformanceAxon Enterprise’s Connected Devices segment’s second-quarter performance is expected to have benefited from solid demand for TASER 10 products and higher cartridge revenues. Also, strong customer response for its next-generation body-worn camera, Axon Body 4, and solid demand for virtual reality training services are expected to have driven the segment’s performance.

Axon Enterprise’s strong presence in the counter-drone space is likely to have contributed to the segment’s growth. The Zacks Consensus Estimate for the Connected Devices segment’s revenues is pegged at $479 million, indicating a 27.4% increase year over year.

The addition of new users and associated devices to the AXON network is expected to have supported the Software & Services segment. Continued momentum in digital evidence management and increased demand for premium add-on features are also likely to have augmented the segmental top line. The Zacks Consensus Estimate for the Software & Services segment’s net sales is pegged at $390 million, indicating a 33.6% increase year over year.

AXON remains focused on acquisitions and strategic collaborations to expand its product offerings and customer base. For instance, in February 2026, the company acquired Carbyne, a well-known provider of cloud contact center technology solutions to public safety agencies. The acquisition integrated Carbyne’s advanced cloud-native 911 technology into the Axon ecosystem to create Axon 911, a state-of-the-art, fully integrated solution that will connect callers and responders instantly. The buyouts are expected to have boosted its top line in the quarter.

Despite the positives, escalating costs and operating expenses have been a concern for the company. High costs related to business integration activities, increased wages and stock-based compensation are expected to have weighed on AXON’s bottom line in the to-be-reported quarter.

Price PerformanceAXON’s shares have surged 22.5% in the past six months against the Zacks Aerospace - Defense Equipment industry’s 1.1% decline. The company’s shares have also fared better than the S&P 500’s increase of 8.5%. Shares of its key rivals like Kratos Defense & Security Solutions, Inc. (KTOS - Free Report) and Leonardo DRS, Inc. (DRS - Free Report) have declined 49% and increased 20.2%, respectively.

Six-Month Price Performance
Image Source: Zacks Investment Research

AXON’s Valuation Remains a HeadwindThe stock is trading at a forward 12-month price-to-earnings (P/E) ratio of 169.05X compared with the industry average of 40.35X. This elevated valuation could make the stock vulnerable to further pullbacks if market sentiment sours.

Both peers, Kratos Defense and Leonardo DRS, are trading cheaper compared with AXON. Notably, Kratos Defense and Leonardo DRS are trading at 68.49X and 32.43X, respectively.

Price-to-Earnings (Forward 12 Months)
Image Source: Zacks Investment Research

Investment ThesisAxon Enterprise is benefiting from strong demand for its TASER devices, body-worn cameras and software solutions, supported by continued customer adoption and innovation. The company's expanding ecosystem, strategic acquisitions such as Carbyne and growing recurring software revenues are expected to drive long-term growth. However, higher operating costs, integration expenses and stock-based compensation may continue to weigh on margins in the near term.

Should You Buy AXON Now?Strong demand for TASER devices, along with continued customer additions, strategic acquisitions and growth in the counter-drone market, positions AXON favorably for solid second-quarter results. However, rising operating costs, integration expenses and stock-based compensation are likely to weigh on its near-term profitability.

AXON's premium valuation warrants a cautious approach for existing investors. Potential investors should consider waiting for the company's earnings report and a more attractive entry point before investing in the stock.

Key Takeaways Eaton raised its 2026 organic growth outlook to 11-13% and adjusted EPS guidance to $13.40-$13.60.Electrical Americas posted 18% organic growth and a 27.5% margin as capacity translated into shipments.Data-center orders rose 85%, while Boyd revenues hit $432 million and its 2026 forecast rose to $1.8 billion. Eaton Corporation plc (ETN - Free Report) used its second-quarter 2026 earnings call to stress that execution, rather than demand, remains the key variable for near-term performance. Management pointed to improving Electrical Americas output, broad order strength and expanding data-center activity as the basis for a higher full-year outlook.

Adjusted EPS of $3.15 exceeded the Zacks Consensus Estimate of $3.08 by 2.30%. Revenues of $8.53 billion topped the $8.00 billion estimate by 6.60%.

ETN Raises the 2026 Growth BarCEO Paulo Sternadt raised Eaton’s 2026 organic growth outlook to 11% to 13%, increasing the midpoint by 200 basis points from the prior range.

Sternadt also lifted adjusted earnings guidance to $13.40 to $13.60 per share, with the midpoint rising 22 cents to $13.50.

For the third quarter, management expects adjusted earnings of $3.46 to $3.56, organic growth of 13.5% to 15.5% and segment margins of 24.6% to 25.0%.

Eaton Converts Capacity Into ShipmentsSternadt said Eaton is investing more than $1 billion across roughly two dozen Electrical Americas capacity projects. Revenue per workday has increased about 25% since the start of 2025.

The business delivered 18% organic growth in the quarter, while its operating margin rose 190 basis points sequentially to 27.5%.

CFO David Foster said the first-to-second-quarter margin improvement reflected about 100 basis points from price-cost and 90 basis points from higher output and scale.

ETN Sees Demand Beyond Data CentersAn RBC Capital Markets analyst asked whether strength extended beyond data centers. Sternadt said commercial and institutional, machine OEM and distributed IT revenues each grew at double-digit rates.

He added that rolling 12-month electrical orders increased in the mid-to-high teens across commercial and institutional, utility, industrial and residential markets. Machine OEM orders rose in the mid-30% range.

Data-center demand remained the largest standout. Electrical-sector data-center orders increased about 85% year over year, while revenues advanced about 65%.

Eaton Puts Boyd at the Center of Its StrategyA Bank of America analyst pressed management on Boyd’s competitive position. Sternadt said the liquid-cooling business generated $432 million of second-quarter revenues, 20% above its commitment.

Management raised Boyd’s full-year revenue forecast to $1.8 billion, with about $1.5 billion expected to be recorded by Eaton during 2026.

Sternadt emphasized Boyd’s relationships with chip providers, scale in cold plates and coolant distribution units, and engineering depth. He also described the acquisition as central to Eaton’s grid-to-chip portfolio.

ETN Details the Margin Recovery PathA Wolfe Research analyst asked for more detail on the Electrical Americas margin ramp. Foster projected a 450-to-500-basis-point improvement from the first half to the second half.

He attributed about 300 basis points to price-cost and 150 to 200 basis points to output and productivity. Pricing actions were implemented during the second quarter and early August.

Foster said lower overtime, more experienced operators and productivity investments should support additional gains. Management expects price-cost to return to roughly neutral in the second half.

Eaton Broadens Its Data-Center PositionA Citigroup analyst asked about data-center content and the transition to 800-volt direct current. Sternadt reaffirmed Eaton’s content estimate of $3.4 million per megawatt.

He said the architecture requires capabilities in solid-state transformers, DC breakers, power electronics, power quality and liquid cooling, supported by a responsive service network.

A Bernstein analyst also asked about modular construction. Sternadt said labor constraints are increasing demand for prefabricated solutions, reinforcing the strategic rationale for the Fibrebond acquisition.

ETN Keeps Execution at the CenterSternadt’s closing message remained focused on Eaton’s lead, invest and execute strategy. He framed stronger capacity conversion, portfolio reshaping and acquisition integration as the company’s central priorities.

Management expressed confidence in the second half and its 2030 commitments, while stressing that the capacity ramp and productivity work remain active execution tasks rather than completed milestones.

Eaton’s Zacks Signals Remain MixedETN currently carries a Zacks Rank #2 (Buy), indicating a favorable near-term earnings-estimate revision profile. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

 Its Momentum and Growth Scores of C, however, are neutral rather than top-tier signals.

The Value Score of F and VGM Score of D weaken the overall style profile because the Zacks methodology favors A or B Style Scores alongside top ranks. The Zacks Rank can change as analysts revise estimates following the reported results.

Gates Industrial posted adjusted EPS of 44 cents, beating market estimates of 41 cents. The company’s sales came in at $941.600 million, versus estimates of $926.086 million.

Gates Industrial raised its FY2026 adjusted EPS guidance from $1.52-$1.68 to $1.62-$1.70, and also increased sales guidance from $3.467 billion-$3.570 billion to $3.519 billion-$3.587 billion.

Ivo Jurek, Gates Industrial’s Chief Executive Officer, commented, “We delivered a strong second quarter, exceeding expectations. We generated record sales and EPS and experienced improving order momentum globally. We believe we are in solid position to capitalize on strengthening industrial demand.”

Gates Industrial shares gained 2.4% to trade at $28.67 on Monday.

These analysts made changes to their price targets on Gates Industrial following earnings announcement.

Baird analyst Michael Halloran maintained the stock with an Outperform rating and raised the price target from $37 to $39. Keybanc analyst Jeffrey D. Hammond maintained the stock with an Overweight rating and raised the price target from $31 to $34. Wells Fargo analyst Jerry Revich maintained the stock with an Equal-Weight rating and raised the price target from $26 to $30. Considering buying GTES stock? Here’s what analysts think:

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The upcoming report from Symbotic Inc. (SYM - Free Report) is expected to reveal quarterly earnings of $0.12 per share, indicating an increase of 340% compared to the year-ago period. Analysts forecast revenues of $714.76 million, representing an increase of 20.7% year over year.

The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance 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.

Bearing this in mind, let's now explore the average estimates of specific SYMBOTIC INC metrics that are commonly monitored and projected by Wall Street analysts.

The collective assessment of analysts points to an estimated 'Revenue- Software maintenance and support' of $12.63 million. The estimate indicates a year-over-year change of +55.5%.

The combined assessment of analysts suggests that 'Revenue- Systems' will likely reach $651.62 million. The estimate indicates a change of +16.6% from the prior-year quarter.

Analysts predict that the 'Revenue- Operation services' will reach $31.80 million. The estimate indicates a year-over-year change of +27.7%.

View all Key Company Metrics for SYMBOTIC INC here>>>

SYMBOTIC INC shares have witnessed a change of +0.7% in the past month, in contrast to the Zacks S&P 500 composite's +0.2% move. With a Zacks Rank #3 (Hold), SYM is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Key Takeaways MTZ raised 2026 guidance to $18.2B revenues, $1.6B adjusted EBITDA and $9.30 adjusted EPS.MTZ's 18-month backlog reached a record $21.4B, up 30% year over year.MTZ said the Superior acquisition expands data center capabilities and mission-critical reach. MasTec’s (MTZ - Free Report) second-quarter earnings call centered on management’s view that the company is entering a prolonged infrastructure investment cycle driven by data centers, power demand, grid modernization and energy infrastructure needs.

Executives highlighted record backlog growth, the acquisition of The Superior Group and expanding exposure to mission-critical infrastructure markets as key factors shaping the company’s long-term outlook.

MasTec reported adjusted earnings per share of $2.22, which surpassed the Zacks Consensus Estimate of $2.19. Revenues totaled $4.37 billion, also exceeding the Zacks Consensus Estimate of $4.30 billion.

MasTec Sees Early Stages of Infrastructure CycleChief executive officer Jose Mas said the company believes it is in the early stages of a major infrastructure investment cycle supported by artificial intelligence, data centers, grid reliability, energy demand and connectivity spending.

He emphasized that these trends are creating long-term opportunities across multiple business segments and strengthening customer demand.

Management also noted that the company’s visibility extends beyond its reported backlog, particularly in mission-critical infrastructure markets.

MTZ Raises Full-Year 2026 GuidanceManagement increased its 2026 financial outlook after delivering record second-quarter results and completing the acquisition of The Superior Group.

MasTec now expects full-year revenues of $18.2 billion, adjusted EBITDA of $1.6 billion and adjusted diluted earnings per share of $9.30.

Executives said the updated forecast reflects strong execution, favorable demand trends and growing contributions from large infrastructure projects.

Superior Acquisition Expands Data Center ReachMas highlighted the recent acquisition of The Superior Group as a significant strategic development.

The company described Superior as a leading North American electrical contractor with approximately 3,000 employees and strong expertise in data center infrastructure.

Management said the transaction broadens MasTec’s service offerings and enhances its ability to deliver integrated infrastructure solutions for customers across several end markets.

MTZ Backlog Climbs to Record LevelsMasTec ended the quarter with a record 18-month backlog of $21.4 billion, representing a 30% increase from the prior year and a sequential increase from the first quarter.

Management pointed to significant growth in the Clean Energy and Infrastructure segment as a major contributor to backlog expansion.

Executives also emphasized that a substantial portion of recent backlog additions is expected to support future periods rather than contribute materially to 2026 revenue.

Communications Segment Faces Near-Term PressureDuring the call, management addressed questions regarding the Communications segment, where revenue grew modestly while profitability declined year over year.

Executives attributed the softer environment primarily to project timing and customer spending patterns rather than a deterioration in underlying demand.

Management maintained that long-term communications infrastructure investment remains supported by network upgrades and connectivity requirements.

Power and Energy Markets Drive GrowthChief Financial Officer Paul DiMarco highlighted strong execution in Power Delivery, where revenue increased to approximately $1.25 billion and EBITDA margins exceeded 9%.

Management also pointed to growing demand for natural gas infrastructure as customers commit to future energy needs tied to power generation and data center development.

The company said current pipeline constraints and increasing energy demand are improving long-term prospects for the Pipeline Infrastructure business.

MTZ Focuses on Mission-Critical InfrastructureExecutives repeatedly emphasized the company’s growing exposure to mission-critical infrastructure opportunities.

Management noted that the combination of Superior and prior data center awards has expanded MasTec’s position in this market and strengthened future growth potential.

The company also indicated that only a modest portion of recent mission-critical project wins contributes to 2026 revenue, leaving a larger contribution expected in future years.

Management Emphasizes Execution and VisibilityThe overarching theme of the call was management’s confidence in the durability of infrastructure demand across its end markets.

Executives pointed to record revenue, profitability and backlog levels as evidence of strong execution across the business.

Management believes the company is well positioned to benefit from sustained investment in power, energy, connectivity and data center infrastructure over the coming years.

Zacks Rank and Style ScoresMTZ currently carries a Zacks Rank #3 (Hold). Under the Zacks methodology, earnings estimate revisions remain the primary factor influencing the ranking system and are considered a key driver of stock performance. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The stock also holds a Growth Score of A, reflecting its strong growth characteristics. In addition, MTZ has a VGM Score of A, a composite metric that combines Value, Growth and Momentum factors into a single score designed to identify stocks with balanced investment attributes.

According to Zacks, Style Scores are intended to complement the Zacks Rank rather than replace it. Investors often use Growth, Value, Momentum and VGM scores alongside the Zacks Rank when evaluating investment opportunities.

Key Takeaways Ralph Lauren's Q1 revenues are expected to rise 8.4% y/y and earnings are projected to grow 13%.Digital growth, store expansion and the Next Great Chapter strategy are expected to support the results.Higher spending, tariffs, inflation and supply-chain risks could limit near-term margin expansion. Ralph Lauren Corporation (RL - Free Report) is set to report first-quarter fiscal 2027 results on Aug. 6, before market open. The Zacks Consensus Estimate for revenues is pegged at $1.86 billion, which indicates an increase of 8.4% from the year-ago quarter’s reported figure.

The consensus estimate for earnings is pegged at $4.26 per share, which indicates growth of 13% from the year-earlier actual. The consensus mark for earnings has been unchanged in the past 30 days.

In the last reported quarter, the company’s bottom line surpassed the Zacks Consensus Estimate by 11.1%. Ralph Lauren has a trailing four-quarter earnings surprise of 9.1%, on average.

Factors Likely to Have Impacted RL’s Q1 PerformanceRalph Lauren’s quarterly performance is likely to have reflected gains from its strong brand recognition, broad product portfolio and expanding e-commerce operations, all of which have helped strengthen its position. The company’s expanding store network, along with continued investments in innovation and AI integration, highlights its efforts to stay competitive in the rapidly evolving retail landscape and drive growth.

The company’s “Next Great Chapter” initiative has strategically positioned it for success. This initiative aims to bolster the company’s core business and prepare it to seize market opportunities. Ralph Lauren has been experiencing growth in its digital and omnichannel business, significantly increasing customer acquisition and loyalty. Retail and wholesale divisions have been the key pillars, with flagship stores, premium distribution and partnerships expected to have boosted comparable store sales (comps).

For the first quarter of fiscal 2027, management expected revenues to increase in the mid to high-single digits in constant currency. The company anticipated the operating margin to expand 80-120 basis points in constant currency, led by gross margin expansion on gains from AUR growth, and product, geographic and channel mix.

By region, management expects North America revenues to grow in the low-single digits, in line with long-term targets, with momentum in its direct-to-consumer business and healthy wholesale sell-through, partly offset by strategic investments in quality of sales and lower-tier door exits. RL anticipates Europe revenues to grow in the low to mid-single digits on robust underlying growth with a disciplined approach to the consumer backdrop and macro pressures. Ralph Lauren projects Asia revenues to increase in the high-single digits on strong brand momentum and expansion opportunities in major markets. It expects China to grow nearly in the mid-teens this fiscal year.

It has been making significant progress through investments in mobile, omnichannel and fulfillment. The company’s digital strength enables the brand to deepen engagement and expand its reach globally. Digital sales represent a growing share of total revenues, supported by continuous investments in personalization, enhanced mobile capabilities and integrated loyalty programs designed to connect with younger and more diverse consumers. Such positives are expected to reflect in its top and bottom-line results in the quarter under review.

On the flip side, Ralph Lauren’s cost base continues to rise as it invests in brand activations, technology, digital capabilities and store growth. Management plans to keep marketing around 8% of sales in fiscal 2027. If revenue growth moderates, this higher run-rate of spend could limit near-term margin expansion.

On the last reported quarter’s earnings call, management noted volatility in the operating environment, which raises the risks of plan revisions if demand or costs change. Management’s preliminary fiscal 2027 outlook is based on its assessment of tariffs, inflationary pressures, consumer spending-related risks, supply-chain disruptions and foreign currency volatility.

The company’s outlook indicates prudence around consumer demand and modest cost pressure with respect to recent energy price volatility. Supply-chain disruptions and inflationary pressures might remain challenges for Ralph Lauren, potentially affecting cost structures and operational efficiency. Additionally, any delays or constraints in the supply chain may impact product availability, particularly for key seasonal and high-demand items, which could disrupt sales and inventory planning.

What the Zacks Model Unveils for RLOur proven model does not conclusively predict an earnings beat for Ralph Lauren this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

Ralph Lauren currently has an Earnings ESP of -0.47% and a Zacks Rank of 3.

Valuation Picture of RL StockThe RL stock is currently trading at a forward 12-month price-to-earnings ratio of 20.03X, higher than 15.49X of the Textile - Apparel industry.

Image Source: Zacks Investment Research

The recent market movements show that RL shares have risen 7.3% in the past year compared with the industry's 10.9% growth.

Image Source: Zacks Investment Research

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

Cintas Corporation (CTAS - Free Report) currently has an Earnings ESP of +0.09% and a Zacks Rank #2. The Zacks Consensus Estimate for first-quarter fiscal 2027 earnings per share is pegged at $1.35, suggesting 12.5% year-over-year growth. You can see the complete list of today’s Zacks #1 Rank stocks here.

The consensus estimate for quarterly revenues is pegged at $2.97 billion, which indicates an increase of 9.2% from the prior-year quarter’s actual. CTAS delivered a trailing four-quarter earnings surprise of 1.8%, on average.

SharkNinja, Inc. (SN - Free Report) presently has an Earnings ESP of +2.65% and a Zacks Rank #2. The company is likely to register top and bottom-line growth when it reports second-quarter 2026 numbers. The Zacks Consensus Estimate for SN’s quarterly earnings per share of $1.10 indicates year-over-year growth of 13.4%.

The consensus estimate for SN’s quarterly revenues is pegged at $1.64 billion, indicating a rise of 13.5% from the prior-year quarter’s reported figure. SharkNinja has a trailing four-quarter earnings surprise of 13.8%, on average.

Corsair Gaming (CRSR - Free Report) currently has an Earnings ESP of +9.09% and a Zacks Rank #3. The company is likely to register a top-line decline when it reports second-quarter 2026 numbers. The Zacks Consensus Estimate for CRSR’s quarterly revenues is pegged at $310.1 million, indicating a decline of 3.1% from the prior-year quarter’s actual.

The consensus estimate for Corsair Gaming’s quarterly earnings per share of 7 cents indicates substantial growth from the 1 cent reported in the prior-year quarter. CRSR has a trailing four-quarter earnings surprise of 22.6%, on average.

USD/CHF edges higher on Monday as softer Swiss inflation data and a modest recovery in the US Dollar (USD) weigh on the Swiss Franc (CHF). At the time of writing, the pair trades around 0.8109, up 0.38% on the day.

Franc under pressure as muted Swiss inflation keeps SNB on holdStrategists at Brown Brothers Harriman highlight that "Swiss July CPI stays muted," with inflation data underscoring the lack of price pressures in the economy. They note that, "in line with consensus, headline CPI printed at 0.4% y/y vs. 0.5% in June while core CPI remained at 0.3% y/y for a fourth straight month."

Against this backdrop, BBH concludes that the "bottom line: the SNB has plenty of room to keep rates at 0.00% for some time, which is an ongoing drag for CHF," adding that the Franc is currently "the worst performing G10 currency so far this quarter."

On the US side, the Greenback shows signs of stabilization following last week’s sell-off, triggered by coordinated intervention from Washington and Tokyo to counter excessive weakness in the Japanese Yen (JPY). Stronger-than-expected US ISM Manufacturing Purchasing Managers Index (PMI) data lends some support to the Greenback.

The US Dollar Index (DXY), which tracks the Greenback’s value against a basket of six major currencies, trades around 99.96, rebounding from an intraday low of 99.42, its weakest level since June 15.

Technical analysis

On the daily chart, USD/CHF retests the 21-day Simple Moving Average (SMA) near 0.8110 after slipping below it last week. The pair is above the 50-day and 100-day SMAs, keeping the broader outlook mildly constructive.

Momentum is mixed, with the Relative Strength Index (14) hovering near a neutral 52.5 and the Moving Average Convergence Divergence (MACD) still in negative territory, which suggests upside may be steady rather than explosive in the near term.

On the upside, a daily close above the 21-day SMA would bring the psychological 0.8200 level back into focus. A decisive break above this area could open the door to additional gains.

On the downside, immediate support is seen at the 21-day SMA around 0.8110, followed by the 50-day SMA at 0.8038, ahead of the horizontal support near 0.8000 and the 100-day SMA at 0.7955.

As long as USD/CHF holds above this layered demand zone, the pair would likely continue to trade with a mild bullish bias, with any decisive break below 0.8000 needed to weaken the broader constructive tone and expose deeper retracements.

(The technical analysis of this story was written with the help of an AI tool. Know more.)

SNB FAQs The Swiss National Bank (SNB) is the country’s central bank. As an independent central bank, its mandate is to ensure price stability in the medium and long term. To ensure price stability, the SNB aims to maintain appropriate monetary conditions, which are determined by the interest rate level and exchange rates. For the SNB, price stability means a rise in the Swiss Consumer Price Index (CPI) of less than 2% per year.

The Swiss National Bank (SNB) Governing Board decides the appropriate level of its policy rate according to its price stability objective. When inflation is above target or forecasted to be above target in the foreseeable future, the bank will attempt to tame excessive price growth by raising its policy rate. Higher interest rates are generally positive for the Swiss Franc (CHF) as they lead to higher yields, making the country a more attractive place for investors. On the contrary, lower interest rates tend to weaken CHF.

Yes. The Swiss National Bank (SNB) has regularly intervened in the foreign exchange market in order to avoid the Swiss Franc (CHF) appreciating too much against other currencies. A strong CHF hurts the competitiveness of the country’s powerful export sector. Between 2011 and 2015, the SNB implemented a peg to the Euro to limit the CHF advance against it. The bank intervenes in the market using its hefty foreign exchange reserves, usually by buying foreign currencies such as the US Dollar or the Euro. During episodes of high inflation, particularly due to energy, the SNB refrains from intervening markets as a strong CHF makes energy imports cheaper, cushioning the price shock for Swiss households and businesses.

The SNB meets once a quarter – in March, June, September and December – to conduct its monetary policy assessment. Each of these assessments results in a monetary policy decision and the publication of a medium-term inflation forecast.

Barnea brings recent, highly relevant leadership experience having led Israel's intelligence agency the Mossad and its technological transformation through a period of active conflicts, positioning the agency as one of the world's most advanced intelligence organizations with unique technological tools.

Barnea's technological, operational and leadership experience will support Ondas' growth plans, including the development, business and technological integration, and global deployment of next-generation multi-domain defense systems, as the Company brings its businesses together into a unified, AI-enabled defense technology platform.

WEST PALM BEACH, FL / ACCESS Newswire / August 3, 2026 / Ondas Inc. (Nasdaq:ONDS) ("Ondas" or the "Company"), a leading provider of autonomous systems and next-generation defense and security technologies, announced today that former Mossad Director David Barnea has joined Ondas Defense Ltd. as Global President and Chairman. Barnea will join Ondas' senior executive leadership team and support the Company's global expansion, strategic technology development, government and defense relationships, and the business and technological integration. He will work closely with Chairman and CEO Eric Brock, Oshri Lugassy, Co-CEO of Ondas Autonomous Systems, and the leadership teams across Ondas' businesses to advance the Company's strategy of building a unified, AI-enabled, multi-domain defense technology platform.

Under Barnea's leadership, the Mossad underwent a broad organizational and technological transformation designed to address the rapidly changing requirements of modern intelligence and warfare. The agency strengthened its intelligence, cyber, technological and operational capabilities, accelerated the integration of artificial intelligence and advanced data technologies, and expanded its cooperation with international intelligence agencies and security partners. Barnea's leadership placed advanced technology at the center of the organization's strategic and operational capabilities. His appointment supports Ondas' strategy to build an integrated global defense technology company organized around four complementary market segments: Aerial Security; ISR & Persistent Intelligence; Precision Strike; and Autonomous Ground Systems. These segments are connected through a unified AI-enabled software and command layer designed to integrate intelligence, communications, mission planning, decision-making and coordinated operational execution.

Barnea brings approximately three decades of national security, intelligence, operational and executive leadership experience. From 2021 to 2026, he served as Director of the Mossad, Israel's national intelligence agency, leading the organization through one of the most challenging and operationally intensive periods in its history. His tenure included the regional conflict heightened confrontation with Iran and Hezbollah, complex international hostage negotiations and high-stakes intelligence and security operations across multiple theaters. Barnea completed his five-year term as Mossad Director in June 2026.

"David brings an extraordinary combination of current operational experience, strategic judgment, technology leadership and global relationships," said Eric Brock, Chairman and CEO of Ondas. "He led one of the world's most sophisticated intelligence organizations through a period of active conflict, rapidly evolving threats and highly complex operations in which artificial intelligence, advanced communications, cyber capabilities and purpose-built technologies played an increasingly important role."

"David understands how to transform an organization around the realities of modern warfare and how to convert emerging technologies into operational capabilities that provide a meaningful strategic advantage," Brock continued. "That experience is directly relevant to the next stage of Ondas' growth. We are integrating advanced technologies, engineering capabilities and customer relationships into a unified defense technology platform. David will help us establish strategic priorities, strengthen our global presence and accelerate the development and deployment of integrated solutions for governments and defense organizations around the world."

As Global President of Ondas Defense Ltd., Barnea will support Ondas' international strategy, national security organizations, defense customers, technology companies and strategic partners. His initial focus will include the Middle East, Europe and Asia, where governments are accelerating investment in autonomous defense, counter-UAS, intelligence, surveillance and reconnaissance, resilient communications, precision-strike and ground robotic systems.

Barnea will also play an important role in Ondas' technology and acquisition strategy. He will help the Company evaluate emerging operational requirements, identify capability gaps, assess potential technology investments and acquisitions, and establish development and integration priorities across the Ondas platform. His responsibilities will include supporting greater cooperation among Ondas' tech companies and connecting their technologies across sensors, intelligence, AI software, communications, autonomous aerial and ground systems, counter-UAS capabilities and precision effectors.

"The nature of warfare is changing rapidly, as demonstrated by the conflicts in the Middle East and Ukraine," said David Barnea, "Operational advantage increasingly depends on the ability to combine intelligence, artificial intelligence, resilient communications, autonomous platforms and precision capabilities into one coordinated operational environment. Ondas has assembled a distinctive group of technologies, companies and experienced teams across several of the most important areas of modern defense," Barnea continued. "The opportunity now is to bring those capabilities together, establish a focused operational and technological strategy, and build an integrated platform that can respond quickly to the evolving requirements of governments and national security organizations. I look forward to working with Eric, Oshri and the entire Ondas organization to support the Company's global expansion and help develop the next generation of AI-enabled, multi-domain defense systems."

Barnea joins Ondas at a period of accelerating commercial momentum and expansion across its global defense businesses. The Company recently announced more than $70 million of new orders secured over a four-week period across unmanned ground systems, border security, counter-UAS, intelligence, surveillance and reconnaissance, and autonomous precision-strike technologies. This growing customer demand, together with Ondas' expanding portfolio of operating companies and technologies, increases the importance of coordinated product development and disciplined integration across the Ondas platform, areas that will be central to Barnea's mandate.

The Company has also introduced a unified systems of systems architecture designed to connect air defense, aerial intelligence, ground robotics, loitering mission systems, sensors, communications and AI-powered command software. Ondas presented this strategy at Eurosatory 2026 under its "Autonomy at First Contact" vision, describing an operational architecture designed to sense, decide, orchestrate, execute and assess missions across multiple domains. Barnea's experience transforming a large security organization around advanced technology, operational priorities and rapidly changing threats is expected to support this next stage of Ondas' development. His role will extend beyond advising on individual technologies and will focus on helping the Company establish a coordinated strategy across its businesses, management teams and technology segments.

"David's experience is exceptionally relevant to what we are building at Ondas," said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems. "Modern defense organizations need more than individual drones, sensors or software products. They need integrated systems that can collect intelligence, understand threats, support decisions and coordinate autonomous action across air, ground and other operational environments. David has direct experience leading an organization through technological and operational transformation during a period of active conflict," Lugassy continued. "His understanding of AI, intelligence, communications, technology development and complex operational requirements will help us connect the capabilities across Ondas, establish clear development priorities and accelerate the delivery of integrated systems to customers around the world."

Before joining the Mossad, Barnea served in the Israel Defense Forces' elite Sayeret Matkal special operations unit. He later earned a bachelor's degree in business administration from the New York Institute of Technology and an MBA in finance from Pace University. Barnea began his private-sector career in mergers and acquisitions at a leading Israeli investment bank. In 1995, he left the private sector to enter public service and subsequently held a wide range of operational, command and executive leadership roles during his approximately 30-year intelligence career.

As Mossad Director, Barnea worked closely with Israeli prime ministers, senior government officials, military leaders and intelligence counterparts around the world on national security, regional stability, counterterrorism and strategic policy. He also played an important role in strengthening international intelligence partnerships and security cooperation. Barnea was appointed to lead Israel's hostage-negotiation efforts with international partners while continuing to oversee the Mossad's broader global mission.

Barnea's position with Ondas is a private-sector role entirely separate from his former public service. Ondas has no direct or indirect relationship with the Mossad, and Barnea will not use or disclose classified, confidential or otherwise restricted government information in connection with his responsibilities at the Company.

About Ondas Inc.

Ondas Inc. (Nasdaq:ONDS) is a leading provider of autonomous systems, robotics, and mission-critical technologies for defense, homeland security, public safety, critical infrastructure, and industrial markets. The Company develops and deploys integrated unmanned and autonomous platforms across air, ground, and stratospheric environments, including autonomous drone systems, counter-UAS technologies, robotic ground systems, advanced unmanned aircraft and propulsion solutions, demining and engineering systems, and integrated sensing and communications technologies designed to support intelligence, surveillance, reconnaissance, security, and operational missions in complex environments. Ondas' solutions are deployed globally by government, defense, and commercial customers to protect infrastructure, borders, transportation networks, personnel, and strategic assets.

For additional information on Ondas Inc., visit www.ondas.com.

Forward-Looking Statements

Statements made in this release that are not statements of historical or current facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. We caution readers that forward-looking statements are predictions based on our current expectations about future events. These forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and assumptions that are difficult to predict. Our actual results, performance, or achievements could differ materially from those expressed or implied by the forward-looking statements as a result of a number of factors, including the risks discussed under the heading "Risk Factors" discussed under the caption "Item 1A. Risk Factors" in Part I of our most recent Annual Report on Form 10-K or any updates discussed under the caption "Item 1A. Risk Factors" in Part II of our Quarterly Reports on Form 10-Q and in our other filings with the SEC. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise that occur after that date, except as required by law.

Contacts

IR Contact for Ondas Inc.
888-657-2377
[email protected]

Media Contact for Ondas Inc.
Escalate PR
[email protected]

Preston Grimes
Marketing Manager, Ondas Inc.
[email protected]

SOURCE: Ondas Inc.

One of the hottest IPOs of the year cooled considerably after publishing its first earnings report as a publicly traded company. Cathie Wood's Ark Invest pounced on the stock's weakness to bolster its position.

I'm talking about Cerebras Systems (CBRS +4.66%), the unique artificial intelligence (AI) hardware company that had a splashy market debut in May. Initially greeted as The Next Big AI Stock, Cerebras shares have retreated from that early hype and hope. Here's a glance at Ark's buy-ins of this unique tech company, with a sharp look at those post-earnings transactions.

Image source: Getty Images.

Artificial intelligence, real hope Wood and her team were enthusiastic buyers of Cerebras from the get-go, snapping up 105,616 shares on its first day of trading in mid-May for around $32.8 million.

That averages to $310.56 per share, just shy of the level at which the stock closed that trading session (it had opened at $350, well above its $185 IPO price, but ultimately settled lower). In follow-on purchases, Ark added to its Cerebras holdings.

Those purchased shares were placed into two Ark exchange-traded funds (ETFs), Ark Innovation ETF and Ark Next Generation Internet ETF. In three subsequent trading sessions that month, Ark loaded up on an additional 226,430 shares and placed them into the two ETFs.

The more interesting purchases occurred the following month. It was surely no coincidence that these were made just before and after Cerebras released that earnings report.

With two pre-earnings buys, Ark paid around $28.27 million for 124,949 shares. Just after earnings were released, Ark again loaded up, purchasing 111,989 shares for $20.41 million. The average per-share price of the pre-earnings moves was $226.25, while that for the after-earnings action was $182.26.

Today's Change

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Inflated expectations Cerebras took a hard hit to its stock price after earnings. It's not that the fiscal first quarter was disastrous; actually, the company posted robust 92% revenue growth and did a good job narrowing its net loss. More encouragingly, it announced partnerships with cloud heavyweight Amazon Web Services and top AI developer OpenAI.

The catch was that the company's lofty premium to its IPO price at the time required significant outperformance, and investors didn't get it. Mr. Market punished Cerebras by sending its shares to a new low of under $161 apiece. They've since recovered somewhat, to almost $200. Ark's post-earnings buys then look wise now.

Cerebras' specialty is wafer-scale engine (WSE) technology -- essentially a powerful processor stamped on a single, large silicon wafer, as opposed to a standard graphics processing unit divided into hundreds of small chips. This is ideal for AI inference (the execution phase of AI models, as opposed to training).

Generation speeds are much faster with WSEs, giving Cerebras a huge technological advantage with inference.

That's a major reason for the immediate post-IPO excitement and the disappointment behind the otherwise very promising company's earnings report. Even after the price tumble, Cerebras' valuations are high. If the company can realize its vast potential, though, the stock could really soar.

I'd bet that's what Wood and her managers are betting on, and investors with a similarly high risk tolerance and some patience should consider doing the same.

PANews August 3 news, according to an official announcement, Gate released its latest reserve report. As of July 27, 2026, the platform's overall reserve ratio reached 117%, significantly exceeding the industry safety benchmark of 100%. The reserves cover nearly 500 different types of user assets, continuously protecting user asset security through a verifiable mechanism. Among them, the scale of core asset reserves maintained a growth trend. The user BTC asset scale grew from 19,054 tokens in the previous period to 21,557 tokens, with the platform holding 26,775 tokens in reserve, representing an excess reserve ratio of 24.2%; user ETH assets increased from 344,935 tokens in the previous period to 374,348 tokens, with the platform's reserve holdings also growing from 423,960 to 456,798 tokens, and an excess reserve ratio of 22.02%.

In terms of stablecoins, the total user assets of USDT, USDC, USD1 and GUSD were 1.336 billion tokens, with corresponding platform reserves totaling 1.59 billion tokens, resulting in a comprehensive reserve ratio of 118.97% and an excess reserve ratio of 18.97%, reflecting the platform's emphasis on user asset security and its ability to maintain ample liquidity. Additionally, the reserve ratios for major assets such as GT and XRP were also significantly above the 100% reserve standard, reaching 131.13% and 116.5% respectively. Gate's latest reserve report shows that its core asset reserve scale remains robust, providing strong protection for the security of user funds and the stability of platform operations.

Apple (AAPL -7.35%) might as well be taken out of the Magnificent Seven group of businesses. The company doesn't seem to be going all in on artificial intelligence (AI) as its peers are.

Of these seven companies, Nvidia sells the chips at the center of the boom. Tesla is now generating negative free cash flow (FCF) as it invests in ambitious real-world AI projects. The remaining four are the so-called hyperscalers, which are estimated to spend a combined $1 trillion in capital expenditures in 2027 to fund AI infrastructure.

Apple's AI strategy looks different. Here's why that might be a good thing.

Image source: The Motley Fool.

Apple's intelligent approach For its fiscal 2026's third quarter (ended June 27), Apple's iPhone revenue totaled $54.3 billion, up 21.7% year over year. This was the third straight quarter of more than 20% sales growth for this single product line. Additionally, Apple's services division saw its top line increase by 12%. "We set records in every category," Chief Financial Officer Kevan Parekh said on the Q3 2026 earnings call.

The company's ongoing success, highlighted by the iPhone and services, is a clear indicator of its AI playbook. Apple's powerful walled garden, or its ecosystem of hardware and software, is what drives customer stickiness. The overarching objective, therefore, should be to bolster this important characteristic.

What matters is whether Apple can continue to be the primary gateway for how people access the digital world. The financial performance reveals that this is still the case. It's about integrating AI capabilities, known as Apple Intelligence, into the existing suite of products and services, not creating a new chatbot or cloud division. In that vein, Apple has decided to work with Alphabet's Gemini models to power its Siri refresh, set to launch later this year.

Apple's capital expenditures totaled just $6.8 billion in the last nine months, a drop in the bucket compared to its Magnificent Seven peers. However, the company's research and development expenses jumped 32.3% year over year in Q3, so it's not sitting idle. FCF is still robust, as analysts expect $140.9 billion for the entirety of fiscal 2026. The business continues to return significant capital to investors in the form of share repurchases.

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Investors couldn't be happier Revenue guidance was weaker than anticipated due to persistent supply issues. This pressured shares following the market close on July 30.

But it wasn't long ago that Apple overtook Nvidia to reclaim its position as the world's most valuable company. Shares have soared 23% in 2026, outpacing every other Magnificent Seven stock by a long shot. The market is saying that it still values financial strength, an area Apple excels in, even though others are directing extraordinary amounts of money to AI.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Apple, Nvidia, and Tesla. The Motley Fool has a disclosure policy.

Amazon logo outside an Amazon warehouse in Manchester, Britain, October 28, 2025. REUTERS/Phil Noble/File Photo Purchase Licensing Rights, opens new tab

CompaniesAug 3 (Reuters) - Amazon's market value topped $3 trillion for the first time on Monday, helped by a sharp rally ​following strong earnings and signs that the AI boom ‌is driving fresh demand for its cloud-computing services, the company's main profit engine.

Its shares (AMZN.O), opens new tab were last up 5.5% at $286.20, hitting a record high and ​taking their yearly gains to over 23%.

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The Seattle-based e-commerce ​and cloud computing giant's stock surged 15% on Friday ⁠after it delivered its strongest cloud growth in more than four ​years and raised its annual capital spending forecast.

Amazon and Microsoft are the ​only two of the "Magnificent Seven" companies, out of the six that have reported so far, whose AI spending has paid off in investors' eyes. Tesla, Alphabet ​and Meta were punished as their massive spending plans hit free ​cash flow last quarter.

Along with other tech giants on Wall Street, Amazon has ‌been ⁠pouring billions to build out its AI infrastructure. It disclosed a new investment in Anthropic in April, which follows Amazon's announcement earlier this year that it would invest up to $50 billion in ​OpenAI.

It took just ​over two years ⁠for the company, founded by Jeff Bezos back in 1994, to add another trillion dollars to ​its market value after hitting a $2 trillion valuation ​for ⁠the first time in June 2024.

Apple (AAPL.O), opens new tab, Microsoft (MSFT.O), opens new tab, Alphabet (GOOGL.O), opens new tab and Nvidia (NVDA.O), opens new tab are the other companies that have recorded a market value of $3 trillion ⁠in ​the past. Nvidia is currently the world's ​biggest company with a market capitalization close to $5 trillion.

Reporting by Shashwat Chauhan and ​Purvi Agarwal in Bengaluru; Editing by Devika Symnath and Shinjini Ganguli

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

So far, I have shown you the AI scoreboard. Each hyperscaler has massive AI investment plans, and each projection comes with some quirks.

Now it's time for the bar tab question. Five giants ordered similar enormous meals. How will each one settle the check?

Image source: Getty Images.

Microsoft (MSFT +3.02%) is the outlier that still pays in cash.

Its operating cash flow of $55.4 billion last quarter covered its $35.8 billion in net capital expenses, leaving $19.6 billion in free cash flow. The company spent $4.06 billion on share buybacks in the quarter, up from $4.00 billion in the year-ago period. Dividend payouts rose 9.5% to $6.76 billion. There's no cash crunch here.

Total debt sits near $40.3 billion, low for a company of its size. Microsoft's cash equivalents and short-term investments add up to $76.8 billion. It is funding the AI builds from cash generation so far and has ample cash reserves available if cash flows ever turn negative.

Alphabet borrows while sitting on a fortune Alphabet (GOOG +6.88%) (GOOGL +6.73%) is currently operating in red-ink mode. The Google parent generated $39.1 billion of operating cash flow in Q2 2026 while spending $44.9 billion on property and equipment. Free cash flow was negative for the first time since the company's IPO in 2004, to the tune of $5.9 billion.

Trailing-12-month cash flows are still a robust $53.3 billion, and Alphabet's balance sheet could easily support a few years of cash burn. It held $126.8 billion of liquid reserves at the end of Q1, with $77.5 billion of long-term debt.

But the company is making some moves to support its cash requirements.

At the end of Q2, Alphabet held $242.5 billion of cash equivalents and liquid investments alongside $98.2 billion of debt. That's $20.7 billion of new long-term debt (including a 100-year bond), and a massive leap from just $23.6 billion of debt in Q2 2025. It also halted share buybacks for the first time in years. Alphabet also sold $49.6 billion of new shares, including a direct $10 billion investment from Berkshire Hathaway (BRKA +0.21%) (BRKB +0.36%).

The largest cash hoard at the hyperscaler table isn't enough for Alphabet's long-term plans. Like it or not, Alphabet is pulling several levers to support even bigger investments in 2027 and beyond.

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Amazon just borrows Amazon (AMZN +15.32%) is the straightforward borrower. It sold $25 billion of bonds in July on top of tens of billions more this year, carrying total debt near $133 billion.

It pays no dividend and buys back little, so nearly all of its build is funded from cash flow and the bond market.

Meta splits the check Meta Platforms (META +3.28%) is splitting the AI check with a friend. It has leaned into debt, pushing borrowings to $83.7 billion.

The company brought in financial giant BlackRock (BLK -0.73%) for a data center project in El Paso, Texas, giving away 80% ownership of the project (along with 80% of the risk and costs). Most of that roughly $14 billion investment never lands on Meta's own books, though BlackRock also gets to share in the financial returns of this Texan data center. Meanwhile, Meta's dividend now costs more than the free cash flow it generates, which is a bold choice.

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Oracle gets customers to pay first Oracle (ORCL +1.81%) is the most creative AI builder, and the most stretched.

It raised $43 billion of debt in fiscal 2026, plans about $40 billion more this year, and is now the largest non-financial borrower in the U.S. investment-grade market. That's the stretchy part.

Furthermore, Oracle leans on its customers in an innovative way. It signs multiyear AI computing deals with large prepayments, creating a different capital structure. $4.6 billion of customer prepayments flowed through its operating cash flow in Q4 2026, and its fiscal-2027 spending guidance runs $20 billion to $25 billion lower on a net basis than gross. That's because customers have pre-funded that much of the infrastructure build.

So Oracle gets other people to pay a significant part of its bill, while taking on heavy debt. When Oracle says its "net" build is about $70 billion, that word is doing some heavy lifting.

Same dinner, five ways to pay. One puts down cash, one borrows, one borrows while sitting on a fortune, one splits it with a partner, and one talks the table into covering part of the bill.

Next time, I'll consider the question that decides who keeps eating like this: Whose wallet can actually take it? That's the balance-sheet piece, and it's where Microsoft and Oracle stop looking alike.

Nvidia (NVDA +2.83%) is starting to get lost in the crowd. The artificial intelligence (AI) bellwether remains on top of the market cap list, but its performance lately has been underwhelming.

Nvidia ended July essentially where it started. The stock's 8% year-to-date gain and 13% increase over the past year trail the market on both counts. August offers the promise of something new: volatility. With a critical financial update now just three weeks away and a compelling valuation, Nvidia is ready to stand out from the crowd again.

Image source: Getty Images.

1. Earnings season is finally here Nvidia stock will be on the move after the market closes on Aug. 26. It isn't likely to march in place until then, as it did last month, but it will definitely move sharply higher or lower over the final few days of August.

Expectations are high. Analysts see revenue shooting 96% higher to $91.85 billion for the fiscal second quarter that ended last week. They see the bottom line following suit, with earnings per share nearly doubling to $2.08 after ringing up a profit of $1.05 per share a year earlier.

Recent history suggests that Nvidia will do slightly better than expected. It has landed 3% to 6% higher than Wall Street's profit target in each of the four previous quarterly updates. That might seem comforting at first glance, but recent history rears its ugly head again:

The four purple circles represent when Nvidia announced its quarterly results over the past year. In all four cases, the shares moved markedly lower in the aftermath. Stellar top-line growth and modest earnings beats weren't enough to impress the market. Nvidia will need more in its tank this time, and thankfully, it could make a difference that the stock conserved its energy this summer.

Take one final look at that chart. Have you noticed how each subsequent earnings report came with the stock at a higher price point than the previous update? The initial reaction was to sell, but a rally eventually bore fruit, weeks later, if not a month or two later. Things are different this time, with Nvidia trading substantially lower. A break from the pattern could be just the ticket for the stock to finally move higher -- for the first time in more than a year -- after an Nvidia earnings report.

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2. Stock chart aside, momentum is building Short-term price action can be cruel sometimes. If Nvidia comes even reasonably close to the 96% year-over-year revenue jump the market is expecting, it will be the fourth consecutive quarter of accelerating top-line growth.

Revenue has gone from a 56% step-up in last year's fiscal second quarter to increases of 63%, 73%, and 85% in its latest financial report. The cherry on top of this sundae of disconnected fundamentals is that Nvidia is doing this while it's not close to full strength. Trade restrictions remain in China, the world's second largest economy. Supply-chain constraints are keeping AI chip producers in the equivalent of an elementary school speed zone. Nvidia's competitors are bumping up against the same headwinds, but they're also gaining ground here.

Nvidia looks better than its stock chart. It's more than the sum of the earnings season slides, which it was able to claw its way out of to a higher level until this summer's sector rotation. Nvidia will be fine, and that's even more true if you have the luxury of patience to see this through.

3. Nvidia was cheap before, and it's even cheaper now Investors haven't lost money in Nvidia during the lull. There are fates worse than merely treating July like a staring contest and losing to the market over the past year despite posting double-digit returns.

The stock went on a round trip to nowhere last month, but the analysts continued to nudge their profit targets higher. Analysts now see Nvidia earning $9 a share in the current fiscal year and $12.89 a share in fiscal 2028, which starts in less than six months.

Those consensus estimates were lower a month ago and even lower the month before. Time-travel to three months ago, and Wall Street was modeling a consensus profit per share of $8.34 for fiscal 2027 and $11.23 for next year. Nvidia enters August trading at a reasonable 22 times this fiscal year's earnings and less than 16 times next year's target.

It's a good time to be a market contrarian when it comes to Nvidia. Now let's see what August has to say about things.

FAS Wealth Partners Inc. boosted its position in JPMorgan Chase & Co. (NYSE:JPM) by 4.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 43,527 shares of the financial services provider’s stock after acquiring an additional 1,794 shares during the quarter. FAS Wealth Partners Inc.’s holdings in JPMorgan Chase & Co. were worth $12,804,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in JPM. Fidelis Capital Partners LLC lifted its stake in shares of JPMorgan Chase & Co. by 7.9% during the fourth quarter. Fidelis Capital Partners LLC now owns 70,077 shares of the financial services provider’s stock worth $22,580,000 after purchasing an additional 5,101 shares in the last quarter. Howard Capital Management Inc. grew its stake in shares of JPMorgan Chase & Co. by 18.2% in the fourth quarter. Howard Capital Management Inc. now owns 25,784 shares of the financial services provider’s stock valued at $8,308,000 after buying an additional 3,976 shares in the last quarter. Newbridge Financial Services Group Inc. grew its stake in shares of JPMorgan Chase & Co. by 51.7% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 8,883 shares of the financial services provider’s stock valued at $2,862,000 after buying an additional 3,027 shares in the last quarter. Brighton Jones LLC grew its stake in shares of JPMorgan Chase & Co. by 11.0% in the fourth quarter. Brighton Jones LLC now owns 48,732 shares of the financial services provider’s stock valued at $11,682,000 after buying an additional 4,841 shares in the last quarter. Finally, KTF Investments LLC purchased a new stake in shares of JPMorgan Chase & Co. during the 4th quarter valued at about $6,449,000. Hedge funds and other institutional investors own 71.55% of the company’s stock.

JPMorgan Chase & Co. Trading Up 0.1% Shares of JPM opened at $352.18 on Monday. The company has a market capitalization of $943.68 billion, a P/E ratio of 15.09, a P/E/G ratio of 1.45 and a beta of 0.99. JPMorgan Chase & Co. has a one year low of $279.10 and a one year high of $359.30. The company has a debt-to-equity ratio of 1.30, a quick ratio of 0.86 and a current ratio of 0.85. The stock has a 50-day moving average price of $328.81 and a 200 day moving average price of $311.79.

JPMorgan Chase & Co. (NYSE:JPM – Get Free Report) last issued its quarterly earnings data on Tuesday, July 14th. The financial services provider reported $6.14 earnings per share for the quarter, beating analysts’ consensus estimates of $5.59 by $0.55. JPMorgan Chase & Co. had a return on equity of 18.23% and a net margin of 21.86%.The firm had revenue of $58.02 billion during the quarter, compared to analyst estimates of $50.72 billion. During the same quarter last year, the firm earned $4.96 EPS. JPMorgan Chase & Co.’s quarterly revenue was up 27.7% on a year-over-year basis. Sell-side analysts forecast that JPMorgan Chase & Co. will post 24.27 EPS for the current fiscal year.

JPMorgan Chase & Co. Announces Dividend The business also recently declared a quarterly dividend, which was paid on Friday, July 31st. Stockholders of record on Monday, July 6th were given a dividend of $1.50 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.7%. JPMorgan Chase & Co.’s dividend payout ratio (DPR) is presently 25.71%.

JPMorgan Chase & Co. News Summary Here are the key news stories impacting JPMorgan Chase & Co. this week:

Positive Sentiment: New ETF expands fee-generating asset-management platform: J.P. Morgan Asset Management launched the actively managed JPMorgan U.S. Large Cap Value Plus ETF (JLVP), its first ETF using a long/short extension strategy. The product gives retail investors access to the firm’s value-investing research and could support long-term asset-gathering and fee revenue. J.P. Morgan Asset Management Launches JLVP Positive Sentiment: Analyst earnings outlook improved: Erste Group Bank raised its FY2026 EPS forecast for JPMorgan to $24.90 from $22.76, above the $24.27 consensus estimate. The revision reinforces confidence in JPMorgan’s diversified revenue base and earnings momentum. Erste Group raises JPMorgan earnings estimate Positive Sentiment: Higher-for-longer rates may support net interest income: Analysis of the Federal Reserve’s hawkish pause highlighted JPMorgan’s rising 2026 net-interest-income outlook, strong capital position and diversified businesses as potential advantages if rates remain elevated. Fed’s hawkish pause analysis Neutral Sentiment: JPMorgan is leading the arranger group for CoreWeave’s $2.6 billion first-lien term loan. The transaction should generate underwriting fees, but the wider-than-initially marketed pricing reflects elevated borrower risk and does not materially change JPMorgan’s investment case. CoreWeave completes term loan Neutral Sentiment: A correction lowered previously reported cash distributions for two Canadian-listed JPMorgan ETFs. The change affects fund investors more directly than JPMorgan’s corporate earnings. JPMorgan ETF distribution correction Negative Sentiment: Dimon’s warnings that investors should prepare for volatility and avoid certain low-yield investments may reinforce concerns that markets and bank valuations face macroeconomic risks. Jamie Dimon investor warning Negative Sentiment: Coverage of JPMorgan’s involvement in FIFA’s plans to raise billions has triggered another football-related backlash, creating a reputational risk even though the direct financial impact is unclear. JPMorgan and FIFA controversy Insider Transactions at JPMorgan Chase & Co. In related news, COO Jennifer Piepszak sold 4,919 shares of the company’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $309.42, for a total value of $1,522,036.98. Following the sale, the chief operating officer directly owned 85,082 shares of the company’s stock, valued at $26,326,072.44. This represents a 5.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Stacey Friedman sold 5,467 shares of the stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $330.73, for a total transaction of $1,808,100.91. Following the transaction, the general counsel owned 40,961 shares in the company, valued at $13,547,031.53. This trade represents a 11.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 18,876 shares of company stock valued at $5,907,051. 0.41% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In Several equities analysts recently commented on JPM shares. Daiwa Securities Group reduced their price target on JPMorgan Chase & Co. from $340.00 to $328.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Robert W. Baird increased their price objective on shares of JPMorgan Chase & Co. from $295.00 to $305.00 and gave the company a “neutral” rating in a research report on Wednesday, July 15th. Evercore reiterated an “outperform” rating and set a $360.00 price objective on shares of JPMorgan Chase & Co. in a research note on Monday, July 6th. Zacks Research raised shares of JPMorgan Chase & Co. from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Weiss Ratings downgraded shares of JPMorgan Chase & Co. from a “buy (b+)” rating to a “buy (b)” rating in a research note on Tuesday, July 21st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $358.67.

Get Our Latest Report on JPMorgan Chase & Co.

About JPMorgan Chase & Co. (Free Report)

JPMorgan Chase & Co (NYSE: JPM) is a diversified global financial services firm headquartered in New York City. The company provides a wide range of banking and financial products and services to consumers, small businesses, corporations, governments and institutional investors worldwide. Its operations span retail banking, commercial lending, investment banking, asset management, payments and card services, and treasury and securities services.

The firm’s principal business activities are organized across several core lines: Consumer & Community Banking, which offers deposit accounts, mortgages, auto loans, credit cards and branch and digital banking under the Chase brand; Corporate & Investment Banking, which provides capital markets, advisory, underwriting, trading and risk management services; Commercial Banking, delivering lending, treasury and capital solutions to middle-market and corporate clients; and Asset & Wealth Management, which offers investment management, private banking and retirement services to institutions and high-net-worth individuals.

See Also Five stocks we like better than JPMorgan Chase & Co. 3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story AbbVie Quietly Solved Its Biggest Problem—Now What? Rio Tinto’s Results Make the Case for Looking Beyond Tech in the AI Trade Strategy’s Structural Strength: Hidden in a $8 Billion Illusion Want to see what other hedge funds are holding JPM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Chase & Co. (NYSE:JPM – Free Report).

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