Starbucks ve 3. čtvrtletí překonal odhady na zisk, když globální srovnatelné tržby vzrostly o 7,9 % a transakce o 4,2 %. Firma zároveň zvýšila výhled EPS pro fiskální rok 2026 na 2,55–2,65 USD.
Key Takeaways Starbucks beat Q3 profit estimates as global comps rose 7.9% and transactions increased 4.2%.Starbucks lifted fiscal 2026 EPS guidance to $2.55-$2.65 and sees U.S. comps above 6%.Starbucks targets afternoon, digital and store-upgrade growth while protecting margins and traffic. Starbucks Corporation (SBUX - Free Report) used its fiscal third-quarter call to argue that the Back to Starbucks plan is producing a more durable recovery in traffic, service and margins.
The company raised its full-year outlook, though management also stressed that store portfolio cleanup, labor investments and consumer variability still require disciplined execution.
SBUX Raises Guidance as Traffic BroadensStarbucks reported non-GAAP earnings of $0.85 per share, above the Zacks Consensus Estimate of $0.66. Revenues of $9.32 billion fell short of the $9.44 billion consensus estimate.
Chairman and chief executive officer Brian Niccol highlighted 7.9% global comparable-store sales growth, led by a 4.2% increase in transactions. Non-GAAP operating margin expanded 430 basis points to 14.4%.
Executive vice president and chief financial officer (CFO) Cathy Smith raised fiscal 2026 non-GAAP earnings guidance to $2.55-$2.65 per share. Starbucks now expects U.S. comparable-store sales growth slightly above 6%, global growth near 6%, flat to slightly higher revenues and non-GAAP operating margin above 11%.
Starbucks Rebuilds Coffeehouse OperationsNiccol said Green Apron Service has become the operating foundation of the turnaround by improving staffing, routines, coaching and accountability. Two-thirds of North American company-operated coffeehouses now score at least four shots in the GROW system.
Target service times were achieved across access points during the quarter despite transaction growth. Food availability approached 99%, about 10 percentage points better than a year earlier.
Coffeehouse leadership stability also improved, with the share of North American leaders in role for at least two years rising about seven points. Niccol tied that continuity to better execution and stronger store performance.
SBUX Targets Afternoon and Digital GrowthNiccol told an Evercore ISI analyst that morning transactions remained the largest growth driver, while afternoon demand offers further runway. Management plans to build that daypart through beverages, food and tighter operating routines.
Refreshers delivered double-digit U.S. revenue growth, while S’mores beverages became the strongest summer coffee limited-time launch in several years. Starbucks Rewards reached 35.8 million active U.S. members.
Niccol said digital menu boards were on track to reach 80-90% of stores by September, enabling more daypart-specific merchandising. He also told a BNP Paribas analyst that delivery has shown no meaningful cannibalization or margin trade-off.
Starbucks Accelerates Store UpliftsStarbucks completed more than 1,000 North American coffeehouse uplifts and raised its fiscal year-end target to at least 1,500. Management plans a further acceleration in fiscal 2027.
Responding to Morgan Stanley, Smith said the upgrades average about $150,000 and are generally completed overnight without closing stores. Early results show positive transaction effects across formats, channels, dayparts and customer groups.
A TD Cowen analyst pressed management on closures. Niccol said stronger system performance is making weak locations easier to identify, while modest North American company-operated unit growth may persist through fiscal 2027 as the company fixes or replaces underperforming assets.
SBUX Defends Margin Quality and China ShiftSmith said sales leverage, cost savings and lower inflation supported margin expansion, while tariff refunds amplified the quarter. North American margin still improved more than 100 basis points excluding those refunds.
The CFO said Starbucks remains on track for $2 billion of gross savings through fiscal 2028. Consolidated general and administrative expenses declined about 20%, and coffee cost pressure should become largely immaterial to year-over-year comparisons in the fourth quarter.
Niccol positioned the China joint venture as part of a capital-light international model, with about 90% of the portfolio now licensed. Smith said China contributed $53 million of quarterly revenues and an operating margin above 100% under the new structure.
Starbucks Keeps Recovery Focused on ExecutionManagement’s tone was confident but measured. Niccol said the company still has work ahead, with priorities centered on throughput, service consistency, afternoon occasions and coffeehouse quality.
The next phase includes faster replenishment, fiscal 2027 technology modernization and stricter development discipline. Starbucks is seeking to preserve traffic momentum while improving store economics and building a more scalable licensed international platform.
Zacks Signals Show Selective StrengthSBUX carries a Zacks Rank #3 (Hold). Its Growth Score of A, Momentum Score of A and VGM Score of B indicate stronger growth and momentum characteristics, while the Value Score of D points to a less favorable valuation profile.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Style Scores are designed to complement the Zacks Rank, with A and B scores generally more favorable than lower grades. The current signals are mixed rather than decisive, and the Zacks Rank can change as analyst estimates are revised after the reported results.
RCL ve 2. čtvrtletí překonala odhady zisku i tržeb díky vyšším výnosům, nižším nákladům a společným podnikům. Firma zároveň očekává, že rezervace na rok 2027 budou nad historickými úrovněmi.
Key Takeaways RCL beat Q2 profit and revenue estimates, supported by stronger revenues, lower costs and joint ventures.RCL sees 2027 bookings ahead of historical levels, with elevated loads and higher year-over-year pricing.RCL held its 2026 yield view as Mediterranean softness offset strong close-in demand and Caribbean pricing. Royal Caribbean Cruises Ltd. (RCL - Free Report) framed its second-quarter call around resilient demand, stronger close-in bookings and a higher full-year earnings outlook. Management said geopolitical disruption is limiting Mediterranean yield upside.
Investor attention shifted to Caribbean pricing, the 2027 booking curve and the company’s ability to expand its vacation ecosystem while maintaining cost discipline.
RCL Raises Outlook on Broad-Based ExecutionRCL reported adjusted earnings of $4.21 per share, above the Zacks Consensus Estimate of $3.97. Revenues of $4.83 billion topped the $4.81 billion consensus figure.
Executive vice president and chief financial officer (CFO) Naftali Holtz said stronger revenues, lower costs and favorable joint-venture performance drove the result. Net yields rose 1.2% in constant currency as capacity increased 5%.
The CFO said cost favorability was mainly timing-related, with expenses shifting later. Adjusted EBITDA reached $1.8 billion.
Royal Caribbean Sees Demand Holding FirmChairman and chief executive officer (CEO) Jason Liberty said consumers remain focused on travel and experiences, though some are choosing closer destinations and booking nearer departure dates for flexibility.
The CEO said June and July demand was strong after a modest May slowdown. The 2026 and 2027 book positions remain at record pricing, while onboard spending and pre-cruise purchases exceed the prior-year levels.
Executive vice president and CFO Naftali Holtz said 2027 bookings are pacing ahead of historical levels, including affected itineraries. Management emphasized that higher volumes are being secured at higher prices.
RCL Keeps Yield View as Europe WeighsRCL maintained its 2026 constant-currency net yield growth outlook of 1.75% to 2.25%. Revenues are expected to rise 9% as capacity grows 6.6%, while net cruise costs excluding fuel remain roughly flat.
Jason Liberty said Mediterranean demand remains healthy but below earlier expectations because the Middle East conflict has persisted. Without that pressure, management would have raised its second-half yield outlook.
Naftali Holtz projected roughly flat third-quarter yields, 8.5% capacity growth and adjusted earnings of $6.26 to $6.36 per share. He expects fourth-quarter yields to reaccelerate as deployment mix and dry-dock timing reverse a roughly two-point third-quarter headwind.
Royal Caribbean Deepens Guest EngagementLiberty highlighted loyalty and technology as central to raising repeat rates and lifetime guest value. The Royal ONE card has exceeded sign-up and spending expectations, while Points Choice and Status Match generated more than 500,000 enrollments.
The CEO also said more than 90% of guests use the app, and more than half of onboard revenues are purchased before embarkation. That data supports more relevant recommendations across dining, entertainment and destinations.
The connected platform also includes new ships, private destinations and Celebrity River Cruises. The CEO said stakeholder discussions are expected to affect Mahahual’s prior timeline, though RCL remains committed to the development.
RCL Defends Caribbean Pricing in Q&AA Stifel analyst asked whether heavier competitor promotions were affecting Caribbean pricing. Liberty said differentiated ships, destinations, loyalty tools and high guest satisfaction provide insulation, with demand remaining strong into 2027.
A UBS analyst pressed management on 2027 load factors and pricing. Holtz and Liberty said booked load is near elevated historical levels, while pricing is higher year over year.
A Morgan Stanley analyst asked whether later booking behavior could soften load factors. The CEO said RCL prioritizes price integrity and may accept lower loads in disrupted markets, but close-in demand has supported higher pricing rather than discounting.
Royal Caribbean Stays Focused on ReturnsManagement’s closing posture combined growth investment with balance-sheet and capital-return discipline. RCL ended the quarter with $6.9 billion of liquidity and leverage below three times.
The company returned more than $600 million through dividends and repurchases. The CEO and CFO tied 2027 ambitions to moderate yield growth, cost control and selective capital deployment rather than ideal market conditions.
Zacks Signals Show a Mixed but Balanced SetupRCL carries a Zacks Rank #3 (Hold). Its Value and Growth Score is C each, while the Momentum Score is A and the VGM Score is B, indicating stronger momentum and a favorable combined style profile alongside middling value and growth characteristics.
Style Scores complement the Zacks Rank, with the strongest historical combinations centered on Zacks Rank #1 (Strong Buy) or 2 (Buy) stocks paired with A or B scores. RCL’s current setup is less decisive, and the Zacks Rank can change as earnings estimates are revised after the reported results.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Chevron dosáhl 3 miliard USD ročních strukturálních úspor nákladů o šest měsíců dříve a pro rok 2026 čeká kapitálové výdaje na spodní hraně rozpětí 18–19 miliard USD. Zároveň posouvá projekt Kilby s Microsoftem na 2,67 GW výkonu.
Key Takeaways Chevron hit $3B in annual run-rate cost cuts early and sees 2026 capex at the low end of guidance.Project Kilby targets mid-teens returns through a 20-year deal to supply Microsoft with 2.67 GW of power.Chevron is running U.S. shale for efficiency and free cash flow while expanding global growth options. Chevron Corporation (CVX - Free Report) used its second-quarter 2026 earnings call to emphasize lower costs, capital efficiency and growth options across power and upstream.
Adjusted earnings of $6.06 per share topped the Zacks Consensus Estimate of $5.80, while revenues of $70.06 billion exceeded the $57.53 billion estimate. Management focused on execution and investment discipline.
CVX Tightens Costs and CapitalChief financial officer Eimear Bonner said Chevron reached $3 billion of annual run-rate structural cost reductions six months early. More than 70% came from efficiency gains, including engineering centralization, predictive maintenance and turnaround planning.
CFO Bonner expects 2026 capital spending at the low end of the $18-$19 billion range. Permian spending is expected below $3.5 billion.
Chevron generated $19.7 billion of cash flow from operations, excluding working capital and $15.4 billion of adjusted free cash flow. It also reduced debt by more than $8 billion.
Chevron Turns Kilby Into a Repeatable ModelChevron New Energies president Jeff Gustavson highlighted Project Kilby, backed by a 20-year take-or-pay agreement to supply Microsoft with 2.67 gigawatts of behind-the-meter power. Work is advancing toward a final investment decision later this year.
Jeff Gustavson expects mid-teens returns and contracted cash flows independent of commodity cycles. He presented Kilby as a repeatable model.
Asked by Piper Sandler about the business's long-term role, Gustavson said discussions on additional projects are underway. He noted tight turbine availability and emphasized value over growth.
CVX Focuses Shale on Free Cash FlowChairman and CEO Michael Wirth said Chevron manages roughly 1.7 million barrels per day of shale and tight production. The U.S. portfolio is being run for efficiency and free cash flow rather than near-term growth.
CFO Bonner said the Permian has produced more than 1 million barrels per day for five consecutive quarters. Chevron expects 2026 capital spending per barrel there to improve 25% from 2025.
A Goldman Sachs analyst asked about the Bakken. CEO Wirth said Chevron is maintaining similar production with one fewer rig, drilling laterals that average 28% longer and applying practices from across the shale portfolio.
Chevron Balances TCO Gains With CPC RiskA Morgan Stanley analyst focused on Tengizchevroil and the Caspian Pipeline Consortium. Wirth said TCO production increased 170,000 barrels per day from the first quarter, while affiliate distributions were roughly $3 billion, mostly from TCO.
Bonner said a low-capital modification raised the third-generation plant's nameplate oil capacity from 260,000 to 320,000 barrels per day. Total field processing capacity now exceeds 1 million barrels per day.
An RBC analyst pressed management on an extended CPC disruption. Wirth said the pipeline was flowing, a third loading point was scheduled to return in the third quarter, and Chevron could use Caspian shipments, rail and storage while declining to quantify those alternatives.
CVX Expands Its Global Option SetWirth described growth choices across existing assets, exploration entries and special situations. He cited Guyana, the Eastern Mediterranean, West Africa, Argentina, Iraq, Venezuela and the TCO concession.
A JPMorgan analyst asked about Iraq. Wirth said discussions on West Qurna 2 and Nasiriyah had advanced, with terms that could compete for capital, though final agreements remain outstanding.
Addressing TD Cowen and BMO questions, Bonner said Venezuela debt recovery should finish by early 2027, and production from three joint ventures reached 280,000 barrels per day. She also said Chevron targets threefold Argentina growth by 2035 under a framework offering 30 years of fiscal stability.
Chevron Keeps Discipline at the CenterBonner reaffirmed Chevron's 2030 objectives of 2% to 3% annual production growth, adjusted free cash flow growth above 10% per year on average and a return on capital employed improvement of more than 3%.
CEO Wirth and CFO Bonner tied those goals to reliability, cost control and capital competition. Power and global upstream opportunities were presented as additions, not reasons to relax return thresholds.
CVX’s Zacks Rank and Style Score SignalsCVX carries a Zacks Rank #3 (Hold), with Value and Growth Scores of A, a Momentum Score of B and a VGM Score of A. The Style Scores indicate favorable value, growth and momentum characteristics, while the Rank reflects a neutral near-term signal. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zacks Style Scores complement the Zacks Rank, with the strongest historical combinations centered on Rank #1 or #2 (Buy) stocks with A or B scores. CVX's Zacks Rank can change as analysts revise earnings estimates after results.
Agnico Eagle Mines vidí cestu k růstu roční produkce zlata o 20 % až 30 % během příštích pěti až deseti let díky organickému růstu. Tahouny mají být Detour Lake, Canadian Malartic a Hope Bay.
Why Gold Miners Could Be the Market's Biggest Comeback StoryAgnico Eagle Mines NYSE: AEM sees a pathway to increase annual gold production by 20% to 30% over the next five to 10 years through organic growth, supported by exploration success and expansion opportunities across its existing portfolio, according to Ion Hann, the company’s Vice President of Australian Operations.
Speaking at a company presentation, Hann said the miner’s strategy centers on operating in jurisdictions with rule of law and secure tenure, developing deposits capable of supporting multiple mines over decades, and building long-term relationships in the regions where it operates.
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Gold Is Testing Its 200-Day SMA—These 3 Mining Stocks Are the Play“We believe we have one of the most compelling growth stories in the global gold industry today,” Hann said, adding that the expected growth is intended to come from internal exploration and project development rather than outside acquisitions.
Detour Lake and Canadian Malartic Growth Plans Hann identified Detour Lake, Canadian Malartic and Hope Bay as major components of the company’s future production growth. At Detour Lake, he said Agnico Eagle’s exploration team has added nearly 25 million ounces to the asset over the past five to 10 years.
3 Contrarian "Buy the Dip" Picks—and One Area to AvoidThe company is evaluating underground mining potential at Detour Lake and has started an underground decline. Hann said the plan is to replace some lower-grade open-pit material with higher-grade underground material, alongside further mill optimization.
He said the company sees a “clear pathway” for Detour Lake to reach production of 1 million ounces annually and sustain that level for decades.
At Canadian Malartic, Agnico Eagle has also added about 25 million ounces through exploration during the past five to 10 years, Hann said. The operation is transitioning from a large open pit to the Odyssey underground mine. The underground mine is expected to process roughly one-third of the tonnage at three times the grade, resulting in a broadly similar ounce production profile, according to Hann.
The transition is expected to free approximately 40,000 tons per day of processing capacity at the existing plant. Hann said that capacity could support satellite operations in the region, including the Marban project, which is about 13 kilometers away.
He also said the company is continuing to drill at Odyssey and is studying whether a second shaft may be required. Shaft No. 1 was described as nearly complete to its final depth.
Hope Bay and Finland Expansion At Hope Bay in Nunavut, Hann said Agnico Eagle has begun construction following a decision in May to restart development of the project. The company operates other assets in Nunavut, including the Meliadine operation and Meadowbank complex, and Hann said its existing operating experience in the Arctic gives it an advantage in developing Hope Bay.
Hope Bay encompasses an approximately 80-kilometer greenstone belt that Hann characterized as underexplored. He said exploration success at the Patch 7 area “really changed the game” for the project. The company believes scale is essential for operating in the Arctic because of logistical challenges and expects Hope Bay to be part of its growth profile for decades.
Hann also discussed Agnico Eagle’s recently announced transaction involving Rupert Resources’ Ikkari project in Finland. He said the deal aligns with the company’s regional consolidation strategy, given its decades-long operating presence at the Kittilä mine.
The company plans to use its experience in Finland, including its relationships with communities and regulators, to develop Ikkari and maximize the value of deposits in the region, Hann said.
Australian Opportunities In Australia, Hann pointed to longer-term exploration potential around the Fosterville mine in Victoria’s Central Victorian Goldfields. He said Fosterville continues to generate significant cash flow from a relatively small footprint, while the broader region remains underexplored.
Hann said Agnico Eagle has the only modern processing plant of meaningful scale in the Central Victorian Goldfields and believes it could be well positioned to process material from future discoveries north and northwest of Bendigo.
He also highlighted the company’s Northern Territory property in the Pine Creek region, where it has completed rehabilitation work on legacy issues and continues to drill. The company is seeking to define sufficient resources to support an operation with a life of more than 10 years before restarting mining, Hann said.
The Northern Territory site includes the region’s only processing plant, with capacity of more than 2 million tons, as well as a licensed tailings facility. Hann said those existing assets could provide a lower-capital-cost entry point if the company establishes sufficient scale for a restart.
Hann concluded that Agnico Eagle’s growth plans are supported by what he described as a strong balance sheet, industry-leading cost metrics, dividends and share repurchases. He said the company remains focused on per-share performance and shareholder returns as it advances its project pipeline.
About Agnico Eagle Mines (NYSE:AEM)Agnico Eagle Mines Limited NYSE: AEM is a Canadian-based senior gold producer headquartered in Toronto, Ontario. The company is principally engaged in the exploration, development, production and reclamation of gold-bearing properties. Agnico Eagle pursues both greenfield and brownfield exploration to expand its resource base and operates a portfolio of producing mines and development projects to generate long-life gold production.
Its core business activities span the full mining lifecycle: grassroots and advanced-stage exploration, prefeasibility and feasibility studies, mine construction, underground and open-pit mining, ore processing and metal recovery, and post-mining reclamation and closure.
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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Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.
Kinross Gold ve 2. čtvrtletí zvýšil upravený zisk na 71 centů na akcii a překonal odhady, hlavně díky vyšší realizované ceně zlata. Tržby vzrostly o 29,5 % na 2,2 miliardy USD.
Key Takeaways Kinross' adjusted Q2 earnings rose 61.4% to 71 cents per share, beating estimates by 7.6%.Higher realized gold prices drove 29.5% revenue growth, offsetting a 4% production decline.Kinross remains on track for 2026 guidance and plans to return 40% of free cash flow to shareholders. Kinross Gold Corporation (KGC - Free Report) reported adjusted earnings of 71 cents per share for the second quarter of 2026, up 61.4% from 44 cents in the year-ago quarter. The bottom line beat the Zacks Consensus Estimate of 66 cents by 7.6%.
Revenues increased 29.5% year over year to $2.2 billion but missed the consensus estimate of $2.3 billion by 2%. Higher realized gold prices supported the sales increase and helped offset lower attributable gold-equivalent production.
Operational PerformanceKinross produced 492,326 attributable gold-equivalent ounces in the reported quarter, down 4% from 512,574 ounces in the prior-year period. Consolidated production totaled 501,341 gold-equivalent. The attributable production figure was below our estimate of 497,365.
The average realized gold price was $4,483 per ounce, up 36.5% from $3,284 per ounce in the second quarter of 2025. The improvement in gold pricing was the primary driver of the company’s year-over-year revenue growth. The figure was lower than our estimate of $4,598 per ounce.
Production cost of sales per gold-equivalent ounce sold increased 25.2% year over year to $1,352. The rise resulted mainly from higher fuel expenses, increased royalties associated with stronger gold prices and elevated labor costs. This was above our estimate of $1,291.
Attributable all-in sustaining cost per gold-equivalent ounce sold rose 22% to $1,821 from $1,493. This was above our estimate of $1,625. Despite higher costs, margin per gold-equivalent ounce sold increased 42.1% to $3,131 from $2,204, reflecting the benefit of significantly higher realized gold prices.
FinancialsCash and cash equivalents were $2.7billion at the end of the second quarter. Kinross added around $470 million to its cash position during the quarter after returning more than $275 million to shareholders.
Long-term debt was $738.8 million as of June 30, 2026. Capital expenditures increased to $411 million from $306.1 million a year ago due to higher development spending across several growth projects.
OutlookKinross remains on track to meet its 2026 annual guidance. The company expects attributable production of 2 million gold-equivalent ounces (+/- 5%).
Production cost of sales is projected at $1,360 per gold-equivalent ounce sold (+/- 5%). Attributable all-in sustaining cost is forecast at $1,730 per ounce sold (+/- 5%).
Total attributable capital expenditures are expected to be $1.5 billion (+/- 5%). The spending plan supports the advancement of Great Bear, Round Mountain Phase X, Curlew, Bald Mountain Redbird and other development initiatives.
The company also remains on track to return 40% of its 2026 free cash flow to shareholders. Kinross repurchased $480 million of shares during the first half and an additional $40 million in July. Including dividends, it had returned approximately $615 million to shareholders year to date as of July 29, 2026.
KGC’s Price PerformanceKinross’ shares have surged 33.8% in the past year compared with a 31.3% rise in the industry.
Image Source: Zacks Investment Research
KGC’s Zacks Rank & Key PicksKGC currently carries a Zacks Rank #5 (Strong Sell).
Some better-ranked stocks in the basic materials space are Neo Performance Materials Inc. (NOPMF - Free Report) , Kronos Worldwide, Inc. (KRO - Free Report) and Avient Corporation (AVNT - Free Report) .
Neo Performance is slated to report second-quarter 2026 results on Aug. 11. The Zacks Consensus Estimate for earnings is pegged at $1.48 per share. NOPMF sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Kronos is scheduled to report second-quarter 2026 results on Aug. 5. The Zacks Consensus Estimate for KRO’s second-quarter loss per share is pegged at 33 cents, indicating 65.63% year-over-year growth. KRO also flaunts a Zacks Rank #2 (Buy) at present.
Avient is slated to report second-quarter 2026 results on Aug. 6. The consensus estimate for AVNT’s earnings per share is pegged at $3.08. AVNT presently carries a Zacks Rank #2.
SummaryFederal Realty remains a Buy, supported by a premier, supply-constrained property portfolio and disciplined growth strategy.FRT achieved 6.8% Core FFO/share growth in Q2, with robust leasing, 15% cash rent growth, and a 96.1% leased rate.Key growth drivers include small-shop lease-up, anchor repositioning, residential development, and $1.4 billion in acquisition opportunities at attractive cap rates.FRT offers a 3.6% yield, a strong BBB+ balance sheet, and trades at a 16.5x forward P/FFO, below its historical average, providing downside protection.Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More » Organic Media/E+ via Getty Images
Value investing often takes a backseat to growth investing. But contrary to what some may believe, one can indeed get market-beating returns from value stocks. That’s because when downsides are already priced into a stock, there is only
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Enbridge potvrdil výhled na rok 2026 a uvedl, že do roku 2030 vidí zhruba 50 miliard USD organických růstových příležitostí. Firma zároveň zdůraznila 41 miliard USD v zajištěném kapitálovém backlogu.
Key Takeaways ENB reaffirmed 2026 guidance after strong operating performance and high asset utilization.ENB sees roughly $50B of organic growth opportunities through 2030 across its businesses.ENB highlighted a $41B secured capital backlog supporting future growth and dividends. Enbridge Inc. (ENB - Free Report) used its second-quarter 2026 earnings call to emphasize the range of growth opportunities emerging across its liquids, natural gas, utility and renewable power businesses. Management highlighted strong asset utilization, a growing project backlog and improving industry fundamentals as key factors supporting its outlook.
Executives also stressed that rising power demand, LNG development and supportive energy policies are creating one of the most favorable growth environments the company has seen in years. The discussion focused less on quarterly fluctuations and more on long-term infrastructure investment opportunities.
Enbridge reported second-quarter earnings of $0.46 per share, which exceeded the Zacks Consensus Estimate of $0.43 per share. Revenues totaled $21.18 billion, which outpaced the Zacks Consensus Estimate of $10.85 billion, reflecting better-than-expected top-line performance during the quarter.
ENB Reaffirms Growth-Focused OutlookPresident and CEO Greg Ebel said the company finished the first half of 2026 with solid operating performance and remains on track to achieve its full-year guidance. High utilization across all four business segments continued to support results.
Management pointed to strong Mainline volumes averaging 3.1 million barrels per day during the quarter. The company also advanced several major projects, including commissioning activities on the Blackcomb pipeline and the startup of the Enbridge Houston Oil Terminal.
Chief financial officer Patrick Murray reaffirmed 2026 guidance, citing favorable contracting trends in gas transmission assets and strong performance from Seaway operations.
Enbridge Sees Expanding Capital OpportunitiesEbel described the current environment as one of the strongest growth periods for the energy infrastructure sector in recent memory. The company highlighted roughly $50 billion of organic growth opportunities through 2030.
During the call, management noted that approximately $9 billion of capital projects have already been sanctioned in 2026. Enbridge expects to secure up to $20 billion of additional projects during the 2026-2027 period.
Executives said demand is emerging across multiple markets, including LNG exports, power generation, data centers and utility infrastructure, creating opportunities across the company’s diversified asset base.
ENB Positions for Liquids Infrastructure GrowthManagement devoted significant attention to the outlook for liquids transportation. Ebel said improving policy support in Canada and stronger producer confidence are creating conditions for additional infrastructure investment.
The company sanctioned the Wisconsin Line 5 Relocation project during the quarter and continues advancing Mainline optimization initiatives designed to expand capacity and improve system reliability.
During the analyst question-and-answer session, Scotiabank asked about the evolution of the Mainline Optimization 2 project. Management explained that the project is being resequenced to focus initially on downstream market-access opportunities while producers finalize longer-term production commitments.
Natural Gas Network Drives New OpportunitiesGas transmission remained one of the most discussed themes on the call. Management cited strong demand from LNG facilities, utilities, industrial customers and power-generation markets.
The company signed an exclusive option agreement to acquire the TTC Connector Pipeline, which would strengthen its Gulf Coast footprint and connect gas storage assets to Freeport LNG.
A Citigroup analyst asked about Project Beacon in the Northeast. Management said customer interest significantly exceeded expectations and indicated that additional phases or expansions could eventually be considered, subject to commercial and permitting progress.
Enbridge Expands Renewable Power PresenceRenewable power also emerged as an important growth platform. Management highlighted more than 2 gigawatts of generation currently under construction across North America and Europe.
Executives emphasized the company’s growing relationship with Meta, which now spans four projects involving solar, wind and battery-storage development.
During the Q&A session, management said the renewables portfolio continues to benefit from strong customer demand and long-term contracted cash flows, while remaining part of a broader all-of-the-above energy strategy.
Balance Sheet Supports Investment PlansMurray said Enbridge exited the quarter with debt-to-EBITDA of 5.1 times, though foreign-exchange impacts affected the reported figure. Adjusted for currency movements, leverage would have been within the company’s target range.
Management reiterated its commitment to self-funding growth through equity and maintaining a disciplined capital-allocation framework.
Executives also highlighted a $41 billion secured capital backlog that provides visibility into future growth and supports continued dividend expansion.
Management Leaves Investors Focused on ExecutionThe overarching message from management was one of confidence in the company’s diversified business model and expanding opportunity set.
Executives repeatedly pointed to strong customer demand, favorable infrastructure fundamentals and a growing inventory of projects across liquids, natural gas, utilities and renewable power.
Rather than emphasizing quarterly results, the call centered on Enbridge’s ability to convert its extensive asset footprint and customer relationships into long-term growth investments.
What Zacks Signals Suggest for ENBENB currently carries a Zacks Rank #4 (Sell). Under the Zacks framework, lower-ranked stocks generally reflect less favorable earnings estimate revision trends than higher-ranked peers.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The stock also holds a Momentum Score of A, while its Value Score is D, Growth Score is F and VGM Score is D. According to the Zacks Style Scores methodology, stronger Style Scores can complement a favorable Zacks Rank, though earnings estimate revisions remain the primary driver of the ranking system.
Investors should remember that Zacks Rank and Style Scores can change as analysts revise earnings estimates following the company’s latest quarterly results and management commentary.
AbbVie ve 2. čtvrtletí zvýšila výnosy o 10,2 % meziročně a 13,3 % mezikvartálně na 16,99 miliardy USD a non-GAAP EPS 3,65 USD na akcii překonal odhad. Akcie za posledních pět dní klesly o 6,2 %.
SummaryOn July 29, AbbVie Inc. stock reached a 52-week high of $267.47.But over the past five days, its shares have fallen 6.2% despite strong Q2 earnings.Rinvoq sales grew 24.5% YoY and 19.2% quarter-over-quarter to about $2.53 billion in Q2.Meanwhile, Elahere, used to treat certain patients with ovarian cancer, generated $211 million in revenue for AbbVie in Q2, up 32.7% year-over-year.In this article, you'll learn why AbbVie, my favorite in immunology, still offers an attractive risk/reward profile. Antonio_Diaz/iStock via Getty Images
Last Friday, AbbVie Inc. (ABBV) released its Q2 earnings, which was better than I expected.
Its revenue grew 10.2% YoY and 13.3% quarter-over-quarter to $16.99 billion.
At the same time, AbbVie's non-GAAP EPS of $3.65 came in well above the consensus forecast, as
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Key Takeaways eBay is set to report Q2 2026 results with revenues guided between $2.97 billion and $3.03 billion.Zacks Consensus Estimate pegs EBAY's Q2 EPS at $1.51, up 10.22% year over year.eBay is expected to benefit from focused categories, recommerce, AI tools and expanding live commerce. eBay (EBAY - Free Report) is scheduled to report its second-quarter 2026 results on Aug. 05, 2026.
For the second quarter, eBay expects total revenues between $2.97 billion and $3.03 billion. On an FX-neutral basis, year-over-year revenue growth is anticipated to be 8-10%. The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $3.02 billion, suggesting 10.54% year-over-year growth.
eBay’s second-quarter 2026 non-GAAP earnings per share (EPS) are expected to be between $1.46 and $1.51.
The consensus mark for earnings is pegged at $1.51 per share, down by a penny over the past 30 days. This projection indicates a year-over-year increase of 10.22% from the year-ago quarter’s reported figure.
eBay surpassed the Zacks Consensus Estimate for earnings in each of the trailing four quarters, with an average surprise of 4.1%.
Let us see how things are shaping up for the upcoming announcement.
Key Factors to ConsidereBay's second-quarter performance is likely to have reflected continued execution across its strategic priorities, with momentum in focused categories, consumer-to-consumer commerce and recommerce expected to have remained supportive. Demand in collectibles, motors, fashion and electronics may have continued to contribute to marketplace activity, although growth was expected to moderate from the previous quarter given tougher comparisons and normalization in categories such as bullion. eBay Live and the nascent vehicles business may have offered some offset, with Live likely continuing to scale rapidly across international markets.
The company is also expected to have benefited from continued rollout of AI-enabled tools and marketplace enhancements. Broader adoption of Magical Listing and the ongoing expansion of Agentic Search may have supported seller activity, listing creation and buyer engagement. Advertising offerings, authentication services, Guaranteed Fit and cross-border shipping initiatives were likely to have remained supportive of marketplace activity. However, continued investment in AI, marketing and shipping capabilities may have limited margin expansion even as management emphasized balancing reinvestment with earnings flow-through.
Corporate developments during the quarter were broadly aligned with these priorities. eBay expanded its live commerce efforts through additional eBay Live events focused on sports collectibles, a category that has been a key contributor to marketplace growth. The company also announced the global winner of its Circular Fashion Fund, reinforcing its focus on recommerce and pre-owned fashion. Separately, the pending Depop acquisition likely moved closer to completion following regulatory clearances, though its financial contribution was probably limited given the timing near quarter end.
International markets, particularly in Europe, likely continued to face macro headwinds and softer consumer confidence relative to a comparatively resilient US business.
What Our Model Says About EBAY StockOur proven model does not conclusively predict an earnings beat for eBay this time around. Per the Zacks model, 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, this is not the case here, as you can see below.
eBay currently has an Earnings ESP of -1.42% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some companies worth considering, as our model shows that these 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.
Akcie paměťových čipů v pondělí oslabily poté, co Reuters uvedl, že CXMT zvažuje druhý závod v Pekingu. Trh se bojí dalšího růstu nabídky a tlaku na ceny.
Memory-chip stocks came under renewed pressure on Monday after a Reuters report said China's largest DRAM manufacturer, ChangXin Memory Technologies (CXMT), is considering building a second memory-chip fabrication plant in Beijing as it looks to expand production during a global semiconductor shortage fueled by artificial intelligence spending.
Micron Technology and SK Hynix each fell about 6% in early trading, though both reduced losses.
Sandisk slipped roughly 2.5% before slipping into the green later in the session.
Storage firms Seagate Technology and Western Digital posted steeper declines of more than 7%.
The sell-off came even as the broader US stock market rallied after President Donald Trump called off planned strikes against Iran, easing geopolitical tensions and sending oil prices lower.
The Dow Jones Industrial Average gained more than 1.1%, while the S&P 500 advanced over 0.7% and the Nasdaq Composite rose about 1%.
Reuters reported that CXMT is in financing discussions with a technology manufacturing hub backed by the Beijing municipal government to support construction of another memory-chip facility, citing two people familiar with the matter.
The proposed investment comes as the company seeks to increase output to capitalize on surging demand for memory chips used in AI servers and data-center infrastructure.
CXMT is currently the world's fourth-largest manufacturer of dynamic random-access memory (DRAM), with an 8% share of the global market during the first quarter, according to Counterpoint Research.
That compares with just 3% during the same period a year earlier, highlighting the pace at which the Chinese company has expanded.
Despite that growth, the company remains significantly smaller than Samsung Electronics, SK Hynix and Micron Technology, whose combined market share approached 90% during the first quarter, according to Counterpoint Research.
Reuters had previously reported that CXMT is already constructing new facilities in Shanghai and Hefei while also exploring additional expansion projects in other Chinese cities.
Once completed, those projects could double the company's manufacturing capacity to more than 600,000 wafers per month.
Monday's decline follows another bout of weakness in memory-chip stocks last month after CXMT completed the largest mainland Chinese semiconductor initial public offering on record.
The company raised 57.92 billion yuan, or roughly $8.6 billion, after pricing shares at 8.66 yuan each, giving it fresh capital to support its aggressive manufacturing expansion plans.
The combination of fresh funding and continued capacity additions has revived investor concerns that China could eventually increase memory-chip supply enough to pressure pricing across the industry.
Those worries have periodically weighed on shares of Micron and other memory manufacturers, particularly as investors assess how quickly Chinese suppliers can narrow the technology gap with global leaders.
Analysts say technology gap remains significantDespite the latest expansion plans, analysts continue to argue that CXMT is unlikely to meaningfully challenge the industry's dominant players in the near term.
"Listing doesn’t change the outlook for the big three or the industry as demand continues to exceed supply for everyone," David Gibson, senior analyst at MST Financial, said in a CNBC report last month.
A key limitation remains access to advanced semiconductor manufacturing equipment.
Because of US-led export restrictions, Chinese memory manufacturers do not have access to the latest extreme ultraviolet (EUV) lithography systems, which are widely viewed as essential for manufacturing cutting-edge memory chips efficiently.
Without those machines, Gibson noted, CXMT requires roughly 30% more semiconductor wafers than its global competitors to produce the same amount of memory.
That structural disadvantage makes it difficult for the company to match the manufacturing efficiency of Samsung, SK Hynix and Micron, even as it expands capacity.
Domestic strength, but AI opportunity remains limitedCXMT has established a growing presence within China's domestic electronics industry, supplying memory chips to several Chinese smartphone manufacturers while gradually expanding into the country's PC and server markets.
However, analysts say its product lineup remains concentrated in mainstream and mid-range applications rather than the high-performance memory increasingly required for AI workloads.
Ellie Wang, an analyst at TrendForce, previously told CNBC that while CXMT continues to strengthen its domestic position, its capabilities remain relatively limited in high-capacity server memory and advanced products designed for AI servers.
That leaves global leaders such as Micron, Samsung and SK Hynix with a substantial advantage in supplying the rapidly expanding AI infrastructure market, even as Chinese manufacturers continue to build capacity and narrow the gap in conventional memory products.
Taiwan Semiconductor Manufacturing se vrátila nad tržní hodnotu 2,1 bilionu USD, když akcie za den vzrostly o 7,6 %. Firma zároveň uvedla silný růst tržeb i čistého zisku za 2. čtvrtletí.
Taiwan Semiconductor Manufacturing (TSM +0.29%) got back above one of the market's biggest round numbers on Thursday, July 30. A 7.6% jump in the shares carried the chip foundry giant's market cap through the $2 trillion mark again, to about $2.1 trillion, where it stood at Friday's close.
The company had surrendered that level during the stock's slide from its 52-week high of $479 -- a drop that, at its worst, erased roughly a fifth of the company's value even as its results kept improving. As recently as the middle of last week, the market cap sat around $1.9 trillion.
Milestone valuations usually come attached to milestone-sized expectations. This one doesn't. At about $403 per U.S.-listed share, the stock trades at about 28 times earnings and about 20 times forward earnings estimates -- roughly what investors pay for an average large company. I'd argue that combination of an ordinary multiple and an extraordinary business is the story worth examining here.
Image source: TSMC.
The growth that carried it back Taiwan Semiconductor (often called TSMC) manufactures chips for the companies that design them, and its second-quarter report on July 16 showed what the artificial intelligence (AI) build-out is doing for that business. Revenue rose about 34% year over year in U.S. dollars to $40.2 billion, up 12% from the first quarter. And net income, measured in New Taiwan dollars, grew 77% year over year to a record, working out to $4.31 per U.S.-listed share for the quarter.
The profitability behind those figures is extraordinary for a manufacturer. Gross margin came in at 67.7%, and operating margin reached 60.3%. Advanced technologies (chips built on 7-nanometer processes and smaller) generated 77% of wafer revenue, with the 3-nanometer and 5-nanometer families contributing 30% and 33%, respectively.
Even more encouraging, the next growth driver is just starting. The company's newest 2-nanometer process accounted for only 3% of wafer revenue in the quarter.
"Moving into third quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies, including the steep ramp-up of our 2-nanometer technology," chief financial officer Wendell Huang said in the second-quarter earnings release.
Guidance backs the words with numbers. Management expects third-quarter revenue of $44.6 billion to $45.8 billion, another 12% sequential increase at the midpoint. The one soft spot: Gross margin is guided to 65% to 67%, a step down from 67.7%, as the costly early phase of the 2-nanometer ramp works through the factories.
An ordinary price for an unusual business Now set the valuation against all of that. At about 20 times forward earnings estimates, TSMC trades at roughly the same forward multiple as its customer Nvidia, and far below fellow chip designer Advanced Micro Devices, which fetches about 54 times forward estimates. Both of those companies lean on TSMC's factories to build the chips their valuations ride on. Investors, in other words, can own the company that manufactures nearly every leading-edge AI chip for a fraction of what some of its customers cost -- priced closer to a value stock than to the AI names it supplies.
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Why the discount? The market has its reasons, and they're not silly. TSMC is a cyclical manufacturer, and chip downturns have historically hit foundries hard. Most of its production also sits in Taiwan, so investors apply a geopolitical discount that no earnings report can erase. Additionally, heavy spending on new capacity could pressure returns if AI demand cools before the new factories fill.
However, a 20-times-forward price doesn't need heroic assumptions to work. It mostly needs the revenue already guided for, and the margins management is already delivering, to hold together. With third-quarter guidance pointing 12% higher sequentially and the 2-nanometer ramp still in its early innings, the growth on the books arguably covers the price with room to spare.
And the forward multiple likely understates the earnings power if the ramp goes well. A company that just grew profits 77% doesn't stay at an average price because its business is average. It stays there because investors are discounting risks the income statement can't capture.
A slowdown in AI spending by customers like Nvidia could change the math, and the Taiwan risk never goes away. If the next report shows gross margin landing below the guided 65% to 67%, I'd take a fresh look at my reasoning. But at this valuation, I don't need to believe anything extravagant to like the stock. So, I'd buy it.
Japonský jen třetí den v řadě posílil vůči USD a EUR po koordinované intervenci úřadů, když vůči dolaru zpevnil o téměř 5 % a vůči euru o 4,2 %. USDJPY a EURJPY zůstávají pod tlakem kvůli riziku dalšího zásahu, přičemž za týden jen přidal 3,9 % vůči dolaru a 3,1 % vůči euru.
USDJPY edged higher from new lowest level in almost three months, following three-day sharp fall on coordinated intervention by Japan’s authorities and US central bank, to support weakening yen.
Massive intervention buying lifted yen against US dollar (nearly 5%) and Euro (4.2%), with yen’s weekly gains of 3.9% vs dollar and 3.1% vs Euro.
The authorities signaled that further intervention cannot be ruled out that keeps near-term focus at the downside, with current (still mild) bounce, seen as positioning for fresh push lower for both currency pairs (USDJPY and EURJPY).
The USDJPY surged through daily Ichimoku cloud (spanned between 160.67 and 158.48), broke through 200DMA (157.92) and trendline support (157.10), while EURJPY broke 200DMA support (183.62), to hit the lowest since 17 Nov 2025 (179.36) on Monday.
Technical picture on daily chart turned bearish for both pairs, but stretched indicators after sharp fall suggest that bears may take a breather, though with limited upticks, due to persisting risk for possible further intervention.
USDJPY – broken 200DMA turned to solid resistance which capped today’s action and should ideally limit upticks, guarding next significant barrier at 158.48, provided by the base of thick daily cloud.
Fresh bears eye next pivotal supports at 155.02/154.78 (May 6 low / Fibo 38.2% of 139.88/163.98 rally) break of which to generate stronger reversal signal and support scenario of direction change of 16-month uptrend.
EURJPY- upticks should ideally hold below 182.50 zone (Fibo 38.2% of 187.43/179.36 post-intervention fall) to keep bears intact for firm break through cracked 180 psychological support and acceleration towards 175.28 (Fibo 38.2% of 154.79/187.94) and 172.70 (100WMA) in extension.
Windsor Brokers Ltdhttp://www.windsorbrokers.com/
The information contained in this document was obtained from sources believed to be reliable, but its accuracy or completeness cannot be guaranteed. Any opinions expressed herein are in good faith, but are subject to change without notice. No liability accepted whatsoever for any direct or consequential loss arising from the use of this document.
CVS Health má 5. srpna zveřejnit výsledky za 2. čtvrtletí; konsensus čeká EPS 1,87 USD a tržby 98,31 miliardy USD. Firma navíc v posledních čtyřech čtvrtletích vždy překonala odhady.
Key Takeaways CVS is set to report Q2 2026 results Aug. 5, with consensus estimates calling for higher EPS and revenue.CVS expects support from Aetna initiatives, Health Services and Pharmacy & Consumer Wellness performance.CVS has topped earnings estimates in each of the past four quarters and outperformed peers in 2026. CVS Health (CVS - Free Report) is scheduled to report second-quarter 2026 results on Aug. 5, before the market opens.
The Zacks Consensus Estimate for second-quarter earnings per share (EPS) suggests a 3.3% increase year over year to $1.87. The estimate has moved up 1 cent in the past 30 days. The Zacks Consensus Estimate for second-quarter revenues currently stands at $98.31 billion, calling for a 3% jump year over year.
Image Source: Zacks Investment Research
The diversified healthcare company has a solid earnings surprise history. Its bottom-line surpassed estimates in each of the trailing four quarters, the average beat being 16.8%.
Image Source: Zacks Investment Research
Q2 Earnings Whispers for CVSPer our proven model, a stock with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, has a higher chance of beating estimates, which is exactly the case here.
Earnings ESP: CVS Health has an Earnings ESP of +1.42%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #2. You can see the complete list of today’s Zacks Rank #1 stocks here.
Trends Likely to Have Influenced CVS Health’s Q2 PerformanceThe Health Care Benefits segment’s second-quarter performance is likely to have sustained momentum in the Government business. However, this may have been partially offset by CVS Health’s exit from the Individual Exchange business in 2026. Growth in commercial fee-based membership has likely helped reduce the impact of the decline in total medical membership resulting from this exit.
The segment’s operating performance may have benefited from the continued execution of Aetna's margin recovery initiatives. In May, Aetna launched the second-generation Aetna Claims Assist Manager, an AI-powered agentic claims advisor platform designed to streamline claims processing and improve payment accuracy. It is part of CVS Health’s $20 billion multi-year digital investment focused on simplifying the U.S. healthcare system and improving the consumer experience.
The first-quarter Medical Benefit Ratio exceeded expectations, supported by favorable prior-year development and disciplined medical cost management. These factors are likely to have continued to support the metric in the second quarter.
The Zacks Consensus Estimate for the Health Care Benefits segment's revenues indicates a 1.6% year-over-year decrease.
In the Health Services segment, the performance is expected to have been supported by a favorable pharmacy drug mix and brand drug inflation. These gains, however, may have been partially offset by continued pharmacy client price improvements.
CVS Health is also likely to have continued to execute on its operational plans in the Health Care Delivery business to improve health care access across the country. Second-quarter revenue growth is expected to have been led by Oak Street Health.
CVS Caremark pharmacy benefit manager ("PBM") continues to strengthen its value proposition by driving meaningful savings and the lowest net cost for its clients and members. During the quarter, Caremark announced a comprehensive approach to GLP-1 support across more than 9,000 CVS Pharmacy locations and MinuteClinic, with virtual access available in nearly all states. New offerings include expanded pharmacy support to help patients access and stay on these treatments, along with a new $49 MinuteClinic virtual visit for eligible adults seeking GLP-1 therapy.
Effective June 1, 2026, Caremark has removed the new-to-market block on Foundayo (orforglipron), a new oral GLP-1 therapy from Eli Lilly and Company, where approved for coverage by plans.
The Zacks Consensus Estimate projects a 3.9% year-over-year increase in Health Services revenues.
Lastly, the Pharmacy & Consumer Wellness segment may have made a strong contribution to the quarter’s revenues, driven by pharmacy drug mix and brand inflation.Higher prescription volumes, including contributions from CVS Health’s Rite Aid asset acquisitions, are also expected to have supported growth.
However, similar to the prior quarter, the gains may have been largely offset by the impact of regulatory-related price reductions on select drugs, recent generic drug introductions and pharmacy reimbursement pressure.
The Zacks Consensus Estimate expects Pharmacy & Consumer Wellness revenues to stay flat year over year.
CVS: Price Performance & ValuationYear to date, CVS shares have rallied 31.6%, significantly outpacing the industry’s modest 0.1% growth and the 0.9% decline of the Zacks Medical sector. The stock has also performed better than its peers, UnitedHealth Group (UNH - Free Report) and Elevance Health (ELV - Free Report) , over the same period.
Image Source: Zacks Investment Research
CVS is trading at a forward 12-month Price/Sales (P/S) of 0.32X, lower than the industry average of 0.52X. The stock sits with a Value Score of A at present.
Image Source: Zacks Investment Research
Meanwhile, UnitedHealth Group and Elevance Health currently have a P/S of 0.83X and 0.41X, respectively.
CVS Health: Investment ConsiderationCVS has maintained solid momentum in 2026. One of the company's top priorities is to return Aetna to its target margins and regain its leadership position. Aetna now has the fewest medical services subject to prior authorization in the industry, with more than 95% of eligible prior authorizations completed within 24 hours and more than 80% approved in real time. In the Centers for Medicare & Medicaid Services' 2026 Star Ratings, Aetna ranked among the top national payers with more than 81% of its Medicare Advantage members in plans rated 4 stars or higher. More than 63% were enrolled in 4.5-star plans.
At the same time, CVS is rolling out innovations that simplify the pharmacy experience, accelerate biosimilar adoption and improve cost predictability. Effective July 1, 2026, it replaced the brand Stelara with lower-cost biosimilars across its commercial template formularies. Management expects to use the same playbook that drove the successful Humira transition, converting more than 90% of eligible patients. The goal is to achieve similar conversion rates and zero out-of-pocket costs for most customers.
Technology also remains another strategic focus. Later this year, CVS plans to launch Health100, an AI-native, technology and service platform that allows any payer, PBM, pharmacy or provider to seamlessly connect. The Health100app is designed to give consumers a fully integrated health care experience, regardless of the banner on their pharmacy or the brand of their benefit card.
EndnoteCVS Health’s upcoming second-quarter 2026 results are expected to reflect continued progress at Aetna, alongside favorable contributions from Health Services and Pharmacy & Consumer Wellness segments. Improved profitability in Health Care Benefits is also expected to have supported the company's bottom-line performance. So far this year, CVS has stood out by outpacing its industry, broader sector and close peers. The company also looks poised to build on its solid earnings surprise track record. Supported by its cheaper valuation, the stock appears to be a worthwhile investment option for now.
Roblox ve čtvrtletí zvýšil tržby na 1,56 miliardy USD, hlavně díky Evropě s 304 miliony USD a Asii a Tichomoří s 175 miliony USD. Tržby ze zbytku světa činily 144 milionů USD, pod odhadem.
Have you looked into how Roblox (RBLX - Free Report) performed internationally during the quarter ending June 2026? Considering the widespread global presence of this online gaming platform, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.
In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Investors must understand a company's dependence on overseas markets, as this offers a window into the company's earnings stability, its ability to benefit from varied economic cycles and its potential for long-term growth.
Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.
In our recent assessment of RBLX's quarterly performance, we discovered notable trends in its overseas revenue sections, which are typically modeled and scrutinized by Wall Street analysts.
The recent quarter saw the company's total revenue reaching $1.56 billion, marking an improvement of 8.3% from the prior-year quarter. Next, we'll examine the breakdown of RBLX's revenue from abroad to comprehend the significance of its international presence.
Decoding RBLX's International Revenue TrendsDuring the quarter, Geographic Revenue-Rest of world contributed $144 million in revenue, making up 9.3% of the total revenue. When compared to the consensus estimate of $163.28 million, this meant a surprise of -11.81%. Looking back, Geographic Revenue-Rest of world contributed $140 million, or 8.1%, in the previous quarter, and $90.65 million, or 6.3%, in the same quarter of the previous year.
Geographic Revenue-Europe accounted for 19.5% of the company's total revenue during the quarter, translating to $304 million. Revenues from this region represented a surprise of +13.44%, with Wall Street analysts collectively expecting $267.98 million. When compared to the preceding quarter and the same quarter in the previous year, Geographic Revenue-Europe contributed $295 million (17%) and $204.67 million (14.2%) to the total revenue, respectively.
Geographic Revenue-Asia-Pacific, including Australia and New Zealand generated $175 million in revenues for the company in the last quarter, constituting 11.2% of the total. This represented a surprise of +3.26% compared to the $169.48 million projected by Wall Street analysts. Comparatively, in the previous quarter, Geographic Revenue-Asia-Pacific, including Australia and New Zealand accounted for $169 million (9.8%), and in the year-ago quarter, it contributed $115.71 million (8.1%) to the total revenue.
Projected Revenues in Foreign MarketsWall Street analysts expect Roblox to report a total revenue of $1.72 billion in the current fiscal quarter, which suggests a decline of 10.3% from the prior-year quarter. Revenue shares from Geographic Revenue-Rest of world, Geographic Revenue-Europe and Geographic Revenue-Asia-Pacific, including Australia and New Zealand are predicted to be 11%, 17.7%, and 11.5%, corresponding to amounts of $188.87 million, $304.72 million, and $197.53 million, respectively.
For the full year, the company is expected to generate $7.17 billion in total revenue, up 5.6% from the previous year. Revenues from Geographic Revenue-Rest of world, Geographic Revenue-Europe and Geographic Revenue-Asia-Pacific, including Australia and New Zealand are expected to constitute 9.4% ($671.78 million), 16% ($1.15 billion) and 10.1% ($721.21 million) of the total, respectively.
Key TakeawaysRoblox's reliance on international markets for revenues offers both opportunities and risks. Hence, keeping an eye on its international revenue trends could significantly help forecast the company's prospects.
In an era of growing international ties and escalating geopolitical disputes, financial analysts on Wall Street pay keen attention to these developments to fine-tune their earnings estimations for businesses operating across borders. It's important to note, however, that a range of additional variables, like a company's local market status, also play a crucial role in shaping these forecasts.
At Zacks, we place significant importance on a company's evolving earnings outlook. This is based on empirical evidence demonstrating its strong influence on a stock's short-term price movements. Invariably, there exists a positive relationship -- an upward revision in earnings estimates is typically mirrored by a rise in the stock price.
The Zacks Rank, our proprietary stock rating tool, comes with an externally validated impressive track record. It effectively utilizes shifts in earnings projections to act as a dependable barometer for forecasting short-term stock price trends.
Roblox currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Reviewing Roblox's Recent Stock Price TrendsThe stock has witnessed a decline of 35.8% over the past month versus the Zacks S&P 500 composite's an increase of 0.2%. In the same interval, the Zacks Consumer Discretionary sector, to which Roblox belongs, has registered an increase of 1.5%. Over the past three months, the company's shares saw a decrease of 15.1%, while the S&P 500 increased by 4.2%. In comparison, the sector experienced a decline of 2.4% during this timeframe.
UBS snížila hodnocení NXP Semiconductor na „neutral“ z „buy“ a cílovou cenu na 270 USD z 305 USD kvůli riziku korekce zásob v automobilovém sektoru v Číně a slabší expozici vůči AI datovým centrům.
NXP Semiconductor NV (NASDAQ:NXPI) was downgraded by UBS as the investment bank warned that a potential automotive inventory correction in China and limited exposure to artificial intelligence data centres could constrain growth.
Its rating was cut to 'neutral' from 'buy', with the price target reduced to $270 from $305, implying upside of about 9% from the latest closing price of $246.59.
The Swiss bank said the recovery in demand for analogue chips was gaining traction across the industrial and automotive markets. However, Chinese passenger vehicle wholesale and retail sales had fallen 23% and 20% respectively so far this year.
That contrasted with a 25% increase in NXP's Chinese revenue during the second quarter, raising the risk that customers had accumulated excessive chip inventories ahead of a correction in 2027.
NXP generated 17% of its revenue from China and 55% from the automotive market, leaving it particularly exposed, UBS said.
The chipmaker's relatively limited position in AI infrastructure was another concern. NXP expected AI infrastructure revenue to exceed $500 million in 2026, equivalent to about 3% of group sales. Rivals including Infineon, Texas Instruments, Analog Devices and STMicroelectronics (NYSE:STM) were each expected to generate more than $1 billion.
UBS forecast NXP's earnings per share would grow at an annual rate of 18% between 2026 and 2029, against a peer average of 34%.
However, the shares traded at 13 times forecast 2027 earnings and at a 24% discount to close competitors, providing "meaningful downside protection".
UBS cut its earnings forecasts for 2026-2030 by between 5% and 9% to reflect the risk of a Chinese inventory correction.
S&P Global ve 2. čtvrtletí zvýšil tržby o 10 % na téměř 4,15 miliardy USD, ale zisk na akcii 4,12 USD zaostal za odhady. Firma zároveň snížila celoroční výhled tržeb i zisku.
It wasn't exactly the result the market had hoped to see from S&P Global (SPGI -0.05%) this week. Although its second-quarter top line grew 10% to nearly $4.15 billion to top analysts' estimates of $4.11 billion, per-share earnings of $4.12 fell short of most consensus estimates. The financial company also dialed back its sales and profit guidance for the full year.
Investors understandably flinched, dragging the stock down by more than a little bit in response. Yet, there may be some confusion surrounding all the numbers S&P Global dropped on Tuesday. Things aren't nearly as bad as the headlines suggest. Here's why.
The rest of the (somewhat confusing) story You know S&P Global, although you know it better as Standard & Poor's -- the company that manages and licenses the S&P 500 index, rates bonds, researches stocks, and sells an array of market data and intelligence.
Image source: Getty Images.
There's one thing it doesn't do anymore, though. That's manage an automotive market data business, including Carfax. It spun off this arm on July 1 as a stand-alone company called Mobility Global (MBGL +2.65%).
And this seems to be a source of confusion. S&P Global reported both its pre- and post-spinoff Q2 results, and did so on a GAAP and non-GAAP basis (with the non-GAAP numbers being more representative of the current condition of the company's business).
As its press release adds, "In the second quarter, adjusted operating profit increased 15% [on pro forma revenue growth of 11%] to $1.998 billion, and adjusted diluted EPS increased 23% to $4.83." Apples-to-apples operating margins also improved, from 52.3% in the second quarter of last year to 54.3% this time around.
In other words, S&P Global is not only doing fine without Mobility Global in the picture, but it's actually doing better -- as was intended and expected. Any second-quarter earnings miss is largely due to neither analysts nor investors knowing exactly what the company's income statement was supposed to look like after its mobility business was removed from the mix.
Now that the reset's done, future results should be more aligned with forecasts. To this end, SPGI stock recovered in the latter part of Tuesday's trading session once investors finally started connecting the dots.
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More good than bad It wasn't all great news. Updated guidance suggests revenue will grow somewhere between 5.9% and 7.9% in 2026. That's down from previous guidance of 6.3% to 8.3%, mostly due to slowing growth from its energy markets information platform, which only saw 3% year-over-year revenue growth last quarter.
As CEO Martina Cheung explains, "The Iran conflict has complicated contract renewals among some very large customers, and we have intentionally chosen to be flexible on price increases and other terms for affected customers during such a challenging time."
Image source: S&P Global Q2 2026 results report.
Even so, there's still arguably more upside than downside within this stock from here. Analysts think so, anyway. Although some of them lowered their price targets following last quarter's results and updated 2026 guidance, most still rate SPGI as a strong buy, with a consensus target of $ 518.17, nearly 28% above the stock's current price. That's not a bad tailwind to plug into here.
Strategy prodala 1 638 bitcoinů za 104,7 milionu USD a zvýšila peněžní rezervy na 4 miliardy USD. Firma dál drží 842 138 bitcoinů, nakoupených v průměru za 75 419 USD.
ToplineCryptocurrency billionaire Michael Saylor’s Strategy raised $104.7 million by selling 1,638 bitcoin last week, according to disclosures in a Securities and Exchange Commission filing on Monday, boosting the firm’s cash reserves as the price for its primary cryptocurrency asset remains low.
The bitcoin treasury firm still holds over 800,000 bitcoin, which it purchased at an average price higher than what the cryptocurrency is currently worth.
Getty Images
Key FactsStrategy sold the bitcoin at an average price of $63,957, according to the SEC filing on Monday—days after the company said it was discussing plans to sell around $5 billion worth of the cryptocurrency to build cash reserves and fund stock repurchases.
The company also disclosed $290.6 million in proceeds from selling about 3 million shares of its common stock.
The bitcoin treasury company still holds 842,138 bitcoin, which it says it purchased at an average price of $75,419—while the digital asset is priced just under $63,000 as of Monday morning.
Strategy now says it holds $4 billion in reserves, up from $3.2 billion last month, Saylor previously announced.
The company’s stock was up very slightly on Monday morning, trading at $93.94 per share—although the company’s share price remains down over 40% in 2026 so far as the price for its primary asset declines.
Forbes ValuationWe estimate Michael Saylor’s net worth at $3.2 billion, a fortune primarily derived from MicoStrategy, the software company he founded in the 1990s. Saylor lost his status as a billionaire after the dot-com bubble burst, but rebuilt his wealth through investments in bitcoin over the last decade. He also reoriented his company into becoming a bitcoin treasury, officially renaming it “Strategy” and launching a rebrand that features the digital currency in 2025.
CONTRAStrategy in June disclosed a $101.3 million bitcoin purchase, at an average price of $65,332.
Big Number$126,080. That’s the all-time high price for bitcoin, which the digital asset reached last October. The cryptocurrency’s price has plummeted in the months since.
Further ReadingForbesBitcoin Hits 3-Week Low As Strategy Plans $5 Billion SaleBy Ty Roush
ForbesBillionaire Saylor ‘Focused On Bitcoin’ As Strategy Shares Plunge And Analysts Caution Against BuyingBy Ty RoushForbesHow Larry Ellison, Masayoshi Son, Michael Saylor And Other Billionaires Are Rewriting Their LegaciesBy Martina Di Licosa
Wall Street analysts expect Suncor Energy (SU - Free Report) to post quarterly earnings of $2.14 per share in its upcoming report, which indicates a year-over-year increase of 319.6%. Revenues are expected to be $10.35 billion, up 20.4% from the year-ago quarter.
Over the last 30 days, there has been a downward revision of 2.3% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation 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.
Given this perspective, it's time to examine the average forecasts of specific Suncor Energy metrics that are routinely monitored and predicted by Wall Street analysts.
Analysts expect 'Production Volumes per day - Total Oil Sands production' to come in at 688.71 thousands of barrels of oil. Compared to the current estimate, the company reported 748.40 thousands of barrels of oil in the same quarter of the previous year.
The consensus among analysts is that 'Sales Volumes per day - Exploration and Production' will reach 64.55 thousands of barrels of oil. The estimate compares to the year-ago value of 65.00 thousands of barrels of oil.
Analysts forecast 'Sales Volumes per day - Total Oil Sands operations' to reach 688.72 thousands of barrels of oil. The estimate is in contrast to the year-ago figure of 747.80 thousands of barrels of oil.
The consensus estimate for 'Crude oil processed per day - Total' stands at 467.57 thousands of barrels of oil. Compared to the present estimate, the company reported 442.30 thousands of barrels of oil in the same quarter last year.
It is projected by analysts that the 'Production Volumes per day - Oil Sands operations - non-upgraded bitumen' will reach 193.65 thousands of barrels of oil. Compared to the present estimate, the company reported 310.20 thousands of barrels of oil in the same quarter last year.
The collective assessment of analysts points to an estimated 'Production Volumes per day - Oil Sands Operations - Upgraded (SCO and Diesel)' of 495.06 thousands of barrels of oil. Compared to the current estimate, the company reported 438.20 thousands of barrels of oil in the same quarter of the previous year.
Analysts predict that the 'Sales Volumes per day - Oil Sands operations - Upgraded (SCO and Diesel)' will reach 495.06 thousands of barrels of oil. The estimate compares to the year-ago value of 440.20 thousands of barrels of oil.
The average prediction of analysts places 'Sales Volumes per day - Oil Sands operations - non-upgraded bitumen' at 193.65 thousands of barrels of oil. Compared to the current estimate, the company reported 307.60 thousands of barrels of oil in the same quarter of the previous year.
According to the collective judgment of analysts, 'Production Volumes per day - Total Fort Hills bitumen production' should come in at 152.29 thousands of barrels of oil. The estimate is in contrast to the year-ago figure of 162.90 thousands of barrels of oil.
Based on the collective assessment of analysts, 'Production Volumes per day - Total Syncrude production' should arrive at 191.20 thousands of barrels of oil. Compared to the present estimate, the company reported 196.50 thousands of barrels of oil in the same quarter last year.
The combined assessment of analysts suggests that 'Production Volumes per day - E&P Canada' will likely reach 62.17 thousands of barrels of oil. Compared to the present estimate, the company reported 56.40 thousands of barrels of oil in the same quarter last year.
Analysts' assessment points toward 'Production Volumes per day - E&P International' reaching 3.89 thousands of barrels of oil. The estimate is in contrast to the year-ago figure of 3.30 thousands of barrels of oil.
View all Key Company Metrics for Suncor Energy here>>>
Shares of Suncor Energy have demonstrated returns of +22.2% over the past month compared to the Zacks S&P 500 composite's +0.2% change. With a Zacks Rank #3 (Hold), SU is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Franklin Resources očekává, že upravená provozní marže za fiskální 4. čtvrtletí se přiblíží 30 %. Zároveň zvýšil výhled na fundraising v private markets pro fiskální rok 2026 na zhruba 40 miliard USD.
Key Takeaways Franklin Resources expects its fiscal fourth-quarter adjusted operating margin to approach 30%.BEN raised fiscal 2026 private markets fundraising expectations to about $40 billion.Franklin Resources' AI hub lifted client contacts 25% and sales more than 11% in deployed territories. Franklin Resources, Inc. (BEN - Free Report) used its third-quarter fiscal 2026 earnings call to emphasize faster margin expansion and private markets fundraising. Management said it is ahead of its five-year plan after positive flows across every asset class and geography.
Adjusted earnings of $0.72 per share topped the Zacks Consensus Estimate of $0.66, while revenues of $2.36 billion exceeded the consensus mark of $2.27 billion. The call emphasized higher fundraising expectations and a faster path to a 30% adjusted operating margin.
BEN Raises the Private Markets Fundraising BarResponding to a TD Cowen analyst, CEO Jennifer Johnson said that fiscal 2026 private markets fundraising should reach about $40 billion, above the original $25-$30 billion target. Fiscal year-to-date fundraising was $33 billion.
Johnson said Lexington generated about 40% of the quarter’s $10.3 billion private markets raise. More than 30 strategies contributed, and real estate regained traction.
A Jefferies analyst pressed on economics. Johnson said about 80% of the private markets platform is fee-generating. Co-president, CFO and COO Matthew Nicholls put the blended fee near 65 basis points, plus performance fees.
Franklin Templeton Recasts Credit as One PlatformA Goldman Sachs analyst asked how public and private fixed income would work together. Johnson said that Franklin Templeton wants clients to view the business as one $620 billion platform, including more than $100 billion in private credit.
Johnson added that Brandywine and Putnam are integrated, while Western Asset is moving closer. Investment teams will retain independence while sharing resources and origination capabilities.
Co-president and chief commercial officer Daniel Gamba cited a new multi-asset credit mandate from a public pension. New offerings include a target-date strategy with 2-8% private market exposure.
BEN Pulls Forward the Margin TimelineAn Autonomous Research analyst sought fourth-quarter cost details. Nicholls guided to $850 million of compensation, $165 million for technology, $70 million of occupancy expense and $200 million of general and administrative expense.
Nicholls expects the fiscal fourth-quarter adjusted operating margin to approach 30%, with the full-year margin at least in the mid-27% range. The outlook assumes flat markets.
For fiscal 2027, Nicholls projected a 29-30% margin and at least 30% later in the year. Johnson called 30% a waypoint, while Nicholls put the industry range at 30-35%.
Franklin Shows AI in Commercial UseA Morgan Stanley analyst asked where AI was producing measurable returns. Johnson said that the Microsoft-linked Intelligence Hub increased client visits or contacts by 25% in deployed territories and lifted sales by more than 11%.
Johnson said that investment teams use more than 1,000 agents and are testing three strategies focused on research, portfolio construction and AI-driven investing. She stressed balancing adoption with operating costs.
Nicholls said that management tracks AI spending against productivity targets across front-office, risk and finance functions. Johnson added that operations teams apply AI to coding, RFP processing and due diligence.
BEN Keeps Capital Allocation OpportunisticA Goldman Sachs analyst asked about increased repurchases. Nicholls said that the company returned $521.5 million to shareholders, including $348.1 million in buybacks, while preserving capital for organic growth.
Nicholls stated that BEN has $3 billion of balance-sheet capital invested in funds, including $1.75 billion in private markets, and expects that amount to grow in fiscal 2027. Dividend growth and opportunistic repurchases remain priorities.
An Autonomous Research analyst raised platform fee pressure. Johnson called revenue-sharing negotiations normal industry practice and said the economics of newer wrappers such as ETFs and SMAs limit how high those fees can move.
Franklin’s Priorities Stay ConsistentJohnson closed with an emphasis on diversified organic growth. Long-term net inflows were $18.4 billion, assets under management reached $1.8 trillion, and the won-but-unfunded institutional pipeline rose to $28.6 billion.
Management is focused on scaling private markets, integrated credit, personalized portfolios and technology while maintaining expense discipline. The Aug. 17 corporate name change to Franklin Templeton, Inc. reinforces that unified model, with the BEN ticker unchanged.
Zacks Signals for BENBEN sports a Zacks Rank #1 (Strong Buy) at present, indicating favorable earnings estimate revisions and stronger near-term performance potential under the Zacks methodology. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Value Score of C, Growth Score of F, Momentum Score of D and VGM Score of D offer less support across the main trading styles, where A and B are preferred. The Zacks Rank can change as analyst estimates are revised after the results.
T. Rowe Price oznámila za 2. čtvrtletí zisk 2,57 USD na akcii a výnosy 1,907 miliardy USD, obojí nad odhady. Barclays snížila cílovou cenu na 103 USD, BMO ji zvýšila na 120 USD.
T Rowe Price Group Inc (NASDAQ:TROW) on Friday reported upbeat second-quarter financial results.
T. Rowe Price reported quarterly earnings of $2.57 per share which beat the analyst consensus estimate of $2.50 per share. The company reported quarterly sales of $1.907 billion which beat the analyst consensus estimate of $1.882 billion.
T. Rowe Price shares gained 1.1% to trade at $112.93 on Monday.
These analysts made changes to their price targets on T. Rowe Price following earnings announcement.
Barclays analyst Benjamin Budish maintained the stock with an Underweight rating and lowered the price target from $108 to $103. BMO Capital analyst Brennan Hawken maintained the stock with a Market Perform and raised the price target from $110 to $120. Considering buying TROW stock? Here’s what analysts think:
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, /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR), global leader in intelligent climate and energy solutions, today announced it has completed the sale of its NORESCO business to OPTERRA Energy Services, a subsidiary of LS Power.
Jefferies LLC served as financial advisor to Carrier. Akerman LLP served as external legal counsel.
About Carrier
Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure the safe transport of food, life-saving medicines and more. Since inventing modern air conditioning in 1902, we lead with purpose: enhancing the lives we live and the world we share. We continue to lead because of our world-class, inclusive workforce that puts the customer at the center of everything we do. For more information, visit carrier.com or follow Carrier on social media at @Carrier.
Carrier. For the World We Share.
Cautionary Statement
This communication contains statements which, to the extent they are not statements of historical or present fact, constitute "forward-looking statements" under the securities laws. These forward-looking statements are intended to provide management's current expectations or plans for Carrier's future operating and financial performance, based on assumptions currently believed to be valid. Forward-looking statements can be identified by the use of words such as "believe," "expect," "expectations," "plans," "strategy," "prospects," "estimate," "project," "target," "anticipate," "will," "should," "see," "guidance," "outlook," "confident," "scenario" and other words of similar meaning in connection with a discussion of future operating or financial performance. Forward-looking statements may include, among other things, statements relating to the sale of Carrier's NORESCO business, expected uses of the net proceeds therefrom, strategies or transactions of Carrier, Carrier's plans with respect to its indebtedness and other statements that are not historical facts. All forward-looking statements involve risks, uncertainties and other factors that may cause actual results to differ materially from those expressed or implied in the forward-looking statements. For additional information on identifying factors that may cause actual results to vary materially from those stated in forward-looking statements, see Carrier's reports on Forms 10-K, 10-Q and 8-K filed with or furnished to the U.S. Securities and Exchange Commission from time to time. Any forward-looking statement speaks only as of the date on which it is made, and Carrier assumes no obligation to update or revise such statement, whether as a result of new information, future events or otherwise, except as required by applicable law.
Analytici čekají, že Wix.com vykáže EPS 1,13 USD, což je meziročně pokles o 50,4 %, při tržbách 554,41 milionu USD (+13,2 %). Odhad EPS byl za posledních 30 dní snížen o 23,7 %.
Analysts on Wall Street project that Wix.com (WIX - Free Report) will announce quarterly earnings of $1.13 per share in its forthcoming report, representing a decline of 50.4% year over year. Revenues are projected to reach $554.41 million, increasing 13.2% from the same quarter last year.
Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 23.7% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.
In light of this perspective, let's dive into the average estimates of certain Wix.com metrics that are commonly tracked and forecasted by Wall Street analysts.
Analysts' assessment points toward 'Revenues- Business Solutions' reaching $164.73 million. The estimate points to a change of +14% from the year-ago quarter.
The consensus among analysts is that 'Revenues- Creative Subscriptions' will reach $390.03 million. The estimate points to a change of +12.9% from the year-ago quarter.
It is projected by analysts that the 'Total Bookings' will reach $565.44 million. Compared to the present estimate, the company reported $509.92 million in the same quarter last year.
The consensus estimate for 'Total Bookings - Creative Subscriptions' stands at $406.70 million. The estimate is in contrast to the year-ago figure of $364.87 million.
The collective assessment of analysts points to an estimated 'Total Bookings - Business Solutions' of $166.80 million. Compared to the present estimate, the company reported $145.05 million in the same quarter last year.
Analysts forecast 'Number of registered users at period end' to reach 339.85 million. Compared to the current estimate, the company reported 293.00 million in the same quarter of the previous year.
The average prediction of analysts places 'Non-GAAP Gross Profit- Business Solutions' at $53.37 million. Compared to the current estimate, the company reported $46.96 million in the same quarter of the previous year.
Analysts predict that the 'Non-GAAP Gross Profit- Creative Subscriptions' will reach $308.99 million. Compared to the present estimate, the company reported $293.93 million in the same quarter last year.
View all Key Company Metrics for Wix.com here>>>
Over the past month, shares of Wix.com have returned +11.5% versus the Zacks S&P 500 composite's +0.2% change. Currently, WIX carries a Zacks Rank #3 (Hold), suggesting that its performance may align with the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways Vale raised 2026 iron ore cost guidance while accelerating copper projects and shareholder returns.Bacaba commissioning moved to Q3 2027, with copper output still targeted at about 700,000 tons by 2035.Vale cut 2026 freight spot exposure below 10% and raised 2027 fuel hedging to roughly 70% at about $77. Vale S.A. (VALE - Free Report) used its second-quarter 2026 earnings call to emphasize faster copper development, execution and shareholder returns, while acknowledging a higher iron ore cost base tied to currency, oil and freight assumptions.
Earnings of 36 cents per share missed the Zacks Consensus Estimate of 41 cents by 12.20%. Revenues of $10.49 billion topped the consensus estimate of $10.40 billion by 0.90%, but management focused the call on forward priorities.
VALE Raises Iron Ore Cost AssumptionsMarcelo Bacci, executive vice president of finance and investor relations, raised 2026 iron ore C1 cash cost guidance to $22.50-$23.50 per ton from $20-$21.50. He cited a stronger Brazilian real, higher diesel prices and inventory effects.
Bacci also lifted all-in cost guidance to $58-$62 per ton from $52-$56. The range assumes Brent crude at $86 per barrel and an exchange rate of 5.13 Brazilian reais per dollar.
The offset came from base metals. Bacci lowered copper all-in cost guidance to $0-$500 per ton and nickel guidance to $10,000-$11,500 per ton, citing operating improvements and stronger by-product economics.
Vale Accelerates the Copper PipelineGustavo Pimenta, chief executive officer, said Bacaba is scheduled to start commissioning in the third quarter of 2027, ahead of the prior first-half 2028 timetable. The 50,000-ton project was 39% complete at quarter-end.
Shaun Usmar, chief executive officer of Vale Base Metals, told a JPMorgan analyst that organizational changes, simpler capital allocation and tighter execution reduced Bacaba’s capital needs and improved returns.
Usmar told an Itaú BBA analyst that the discipline can be applied across the six-project pipeline, while stopping short of advancing Alemão’s timing. Management continues to target roughly 700,000 tons of annual copper production by 2035.
VALE Defends Its Freight StrategyRogério Nogueira, executive vice president of commercial and development, told a JPMorgan analyst that about 75% of Vale’s freight portfolio is secured under long-term time-charter contracts.
Nogueira said mini contracts of affreightment and freight derivatives reduced 2026 spot exposure to less than 10%. He confirmed to a Morgan Stanley analyst that second-half exposure also remains below 10%.
In response to Goldman Sachs, Nogueira said Vale increased 2027 fuel hedging to roughly 70%. Bacci, executive vice president of finance and investor relations, put the average Brent-equivalent hedge price at about $77 on a Brent-equivalent basis.
Vale Ties Payouts to Debt ProgressBacci, executive vice president of finance and investor relations, said second-half cash generation will determine the next capital-allocation decisions. He expects expanded net debt to approach the $15 billion reference level by year-end.
The board approved $1.7 billion in dividends and interest on capital for September and authorized a new buyback program covering up to 100 million shares over 18 months.
Bacci told an Itaú BBA analyst that the choice between additional buybacks and dividends will depend on cash flow, share price and tax considerations. He expects a decision later in the third quarter or early in the fourth.
VALE Sees Resilient Iron Ore DemandNogueira, executive vice president of commercial and development, told a Bank of America analyst that global pig iron production remained broadly stable, with improving demand outside China offsetting weaker Chinese indicators.
He said Chinese steel exports reached 55 million tons in the first half. At an iron ore price of $95 per ton and elevated freight and oil assumptions, Vale’s analysis placed about 120 million tons of supply near its cost limit.
Pimenta, chief executive officer, maintained confidence in full-year production guidance. He highlighted the July start of Serra Sul +20 and fourth-quarter commissioning of Compact Crushing, designed together to add 20 million tons of capacity and improve reliability.
Vale Keeps Execution at the CenterPimenta, chief executive officer, closed with an emphasis on production reliability, cost competitiveness, disciplined capital allocation and high-return growth. He also said Vale intends to remain substantially invested in copper.
Management was confident on controllable factors but direct about external cost pressure. The near-term agenda combines project delivery, efficiency, freight protection and balance-sheet discipline.
VALE’s Zacks Signals Stay CautiousVALE currently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Its Momentum Score of A, Value Score of B and VGM Score of B are favorable, while the Growth Score of D is weaker.
The Style Scores complement rather than override the Zacks Rank, which reflects earnings-estimate revisions over a one-to-three-month horizon. The rank can change as analysts revise estimates after the newly reported results.
Western Digital oznámí výsledky za fiskální 4. čtvrtletí 2026 a odhaduje tržby na 3,65 miliardy USD, tedy meziročně o zhruba 40 % více. Firma těží z poptávky po AI a hyperscale úložištích i z růstu marží.
Key Takeaways Western Digital reports fiscal Q4 2026 results Aug. 5, with revenue growth guided near 40% year over year.WDC expects AI, hyperscale demand, HDD pricing and margin expansion to support another strong quarter.WDC strengthened its balance sheet, raised dividends and continues share repurchases amid solid cash flow. Western Digital Corporation (WDC - Free Report) is set to report fiscal fourth-quarter 2026 results on Wednesday, after market close.
The Zacks Consensus Estimate for earnings is pegged at $3.35, suggesting a rise of 101.8% from the year-ago reported number. Management projects non-GAAP earnings of $3.25 (+/- 15 cents).
The consensus estimate for revenues is currently pegged at $3.7 billion, suggesting a 42.2% jump from the prior-year quarter’s figure. With strong demand, pricing and improved visibility across cloud, consumer and client segments, WDC expects revenue of $3.65 billion (+/- $100 million), implying about 40% year-over-year growth at the midpoint.
The company's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 11.6%.
Image Source: Zacks Investment Research
WDC’s Earnings WhispersOur proven model predicts an earnings beat for Western Digital 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. This is exactly the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Western Digital presently has an Earnings ESP of +3.22% and a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
What Could Drive Another Earnings Beat for WDC in Q4?Following the separation of its flash memory business into Sandisk (SNDK - Free Report) in 2025, Western Digital has become a pure-play HDD company, making its financial performance increasingly tied to enterprise storage, hyperscale cloud spending and the rapid expansion of AI infrastructure. During its previous earnings report, management emphasized that virtually every AI workload ultimately increases long-term demand for enterprise HDDs, supporting sustained growth.
WDC is advancing high-capacity drives, including 44TB HAMR and 40TB ePMR, with plans beyond 100TB. Adoption of UltraSMR technology is expanding, with three major customers qualifying, supporting capacity growth. In May, WDC integrated post-quantum cryptographic capabilities into its next-generation Ultrastar UltraSMR hard drives. Specifically, these drives are already undergoing qualification with multiple hyperscale customers, signaling that large-scale cloud and AI infrastructure providers are taking quantum-era security threats seriously. In June, it demonstrated its Ultrastar HDD portfolio, featuring technologies such as UltraSMR, ePMR and HAMR at the Computex Event.
Aside from individual drives, it showcased a range of platform solutions designed for cloud providers, AI companies, neo-cloud operators and high-performance HPC environments, including Ultrastar Data Series JBOD systems, OpenFlex EBOF and RapidFlex NVMe-oF controllers. WD emphasizes predictable pricing to enable long-term customer planning, with recent high single-digit price increases. Long-term agreements extend into 2029, with flexible pricing for volume beyond contractual base requirements. Margin expansion remains a key strength. For the upcoming quarter, WDC expects non-GAAP gross margin to be between 51% and 52%. Non-GAAP operating expenses are projected to be $385-$395 million and interest and other expenses are expected to be approximately $10 million.
The company consistently generates impressive cash flow, supporting dividends and shareholder returns. WD has strengthened its balance sheet by reducing debt, including $3.1 billion from SNDK share monetization. It increased dividends by 20% and plans to continue share repurchases, maintaining a strong free cash flow margin. To sum up, Western Digital could outperform expectations on sustained hyperscale and AI-driven storage demand, favorable HDD pricing, strong free cash flow generation and improving enterprise storage spending.
However, Western Digital faces risks from customer concentration, potential weakness in enterprise IT spending and the cyclical nature of the storage industry, where pricing can shift rapidly if supply outpaces demand. In addition, the company faces intense competition from peers like Seagate Technology Holdings plc (STX - Free Report) and Micron Technology (MU - Free Report) , which could pressure pricing and market share.
WDC Stock vs. IndustryWDC’s shares have rallied 604.9% in the past year, outperforming the Zacks Computer-Storage Devices industry’s rise of 354.2%. The stock has also outpaced the Zacks Computer & Technology sector and the S&P 500’s growth of 25.9% and 21.2%, respectively.
Image Source: Zacks Investment Research
STX has gained 453% while MU and SNDK have soared 663.7% and 2757.7% respectively.
Key Valuation Metric of WDCGoing by the price/earnings ratio, the company’s shares currently trade at 27.13 forward earnings compared with 10.34 for the industry.
Image Source: Zacks Investment Research
MU, STX and SNDK are trading at multiples of 5.43X, 23.85X and 6.64X, respectively.
Should Investors Buy WDC Shares Before Earnings?Western Digital appears well-positioned heading into the fiscal fourth-quarter earnings. The company benefits from several powerful long-term trends: AI-driven storage demand, expanding hyperscale investments, improving enterprise HDD pricing, strong margin expansion, robust free cash flow generation and a focused HDD business following the Sandisk spin-off.
The combination of storage demand, improving profitability, disciplined HDD supply and stronger enterprise spending creates a favorable backdrop for continued earnings growth. If WDC delivers another earnings beat and reinforces confidence in sustained demand, the company could strengthen its position as a compelling pick for investors seeking exposure to the rapidly expanding AI infrastructure ecosystem.
Společnost Qualys uvedla InstaScan v rámci ETM, který má odhalovat nové zranitelnosti během minut od zveřejnění bezpečnostního upozornění. V prvních podporovaných technologiích pokrývá 90 % detekcí.
Qualys Enterprise TruRisk Management's (ETM) "scanless scanning," powered by Agent Insta, continuously correlates new advisories with asset, exposure and threat telemetry from Qualys and third-party sources detecting vulnerabilities at AI speed
, /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT,security and compliance solutions, today announced InstaScan, powered by Agent Insta, a new capability within Qualys Enterprise TruRisk Management (ETM) that closes the gap between vulnerability disclosure and detection by transforming the asset telemetry organizations already collect into continuous exposure visibility.
InstaScan, powered by Agent Insta is a new capability within Qualys Enterprise TruRisk Management (ETM) The industry's detection clock broke in 2025. In the first seven months of 2026, 46,048 CVEs were published nearly matching the total for all of 2025. For the first time, Verizon's 2026 DBIR named vulnerability exploitation the leading breach entry point, accounting for 31% of breaches, and found that AI is compressing attacker timelines from months to hours. Qualys research shows the defender side: among KEV-linked vulnerability instances ultimately remediated, median detection-to-closure held at nine days, even as KEV-linked workload grew 78% year over year. Defenders' nine days now meet attackers' hours, while the queue grows faster than conventional, human-led programs can drain it. Waiting for the next scan window is no longer a delay. It is lost response time.
"Qualys InstaScan moves threat intelligence from telling you what already happened to detect exposure the moment it emerges; that's true proactive detection," said Theresa Lanowitz, principal cybersecurity analyst, Omdia. "As threat intelligence becomes a core variable in how organizations quantify risk, InstaScan gives Qualys a direct way to feed that signal into the platform."
InstaScan introduces scanless scanning, an innovative, autonomous vulnerability management capability within Qualys ETM. Powered by Agent Insta, a cyber risk agent leveraging AI to continuously monitor newly published vendor security advisories and threat intelligence from Qualys and trusted third-party sources, Agent Insta correlates emerging vulnerabilities with an organization's live inventory, telemetry and threat intelligence. It automatically identifies impacted assets and surfaces trusted detections within minutes.
Across its initial set of supported technologies, InstaScan covers 90 percent of detections within minutes. InstaScan powered by Agent Insta helps to:
Detect at the speed of disclosure — New vulnerabilities become visible within minutes of advisory publication which closes the exposure window before attackers can exploit them. Outpace the AI-accelerated threat landscape — Detection is triggered by new advisories and asset changes rather than fixed scan schedules, keeping exposure data continuously current and enabling remediation to begin while legacy scan windows are still waiting to open. Power autonomous defense — AI-normalized, confidence-scored detections provide trusted signals that downstream prioritization, validation and remediation workflows can immediately act on, accelerating the path from vulnerability disclosure to risk reduction. "The speed of vulnerability exploitation has fundamentally changed," said Sumedh Thakar, president and CEO of Qualys. "A slow vulnerability management program is now the biggest vulnerability an organization has. We're entering a new era of vulnerability, one where detection is continuous - driven by live intelligence instead of scan cycles. Built on the Qualys platform, InstaScan helps organizations identify and reduce risk the moment new vulnerabilities are disclosed."
InstaScan is the intelligence layer that powers continuous vulnerability detection across the Qualys platform. It correlates newly published advisories with the platform's existing inventory, exposure data and threat telemetry to deliver confidence-scored detections within minutes of disclosure. As the first step in a broader agent-driven detection-to-remediation workflow, InstaScan provides TruRisk with intelligence for more accurate prioritization, while giving validation and remediation workflows a trusted signal to act immediately. The result is a faster path from vulnerability disclosure to risk reduction.
Availability
InstaScan is now available within Qualys ETM. Visit Qualys at Black Hat USA booth 2333 to experience InstaScan in action. Register for our webinar at brighttalk.com/webcast/11673/673558.
Read our blog post, Agent Insta: Closing the Detection Gap in Exposure Management at Machine Speed Watch the InstaScan video Register for the InstaScan scanless scanning webinar Book a meeting with Qualys at Black Hat Learn more about Qualys' ETM at qualys.com/etm Follow Qualys on LinkedIn, Instagram and X About Qualys
Qualys, Inc. (NASDAQ: QLYS) is a leading provider of disruptive cloud-based security, compliance and IT solutions with more than 10,000 subscription customers worldwide, including a majority of the Forbes Global 100 and Fortune 100. Qualys helps organizations streamline and automate their security and compliance solutions onto a single platform for greater agility, better business outcomes, and substantial cost savings.
The Qualys Enterprise TruRisk Platform leverages a single agent to continuously deliver critical security intelligence while enabling enterprises to automate the full spectrum of vulnerability detection, compliance, and protection for IT systems, workloads and web applications across on premises, endpoints, servers, public and private clouds, containers, and mobile devices. Founded in 1999 as one of the first SaaS security companies, Qualys has strategic partnerships and seamlessly integrates its vulnerability management capabilities into security offerings from cloud service providers, including Oracle Cloud Infrastructure, Amazon Web Services, the Google Cloud Platform and Microsoft Azure, along with a number of leading managed service providers and global consulting organizations. For more information, please visit http://www.qualys.com.
Qualys, Qualys VMDR®, Qualys TruRisk and the Qualys logo are proprietary trademarks of Qualys, Inc. All other products or names may be trademarks of their respective companies.
Media Contact:
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Qualys
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Rivian zvýšil výhled dodávek pro rok 2026 na 65 000 až 70 000 vozů, protože poptávka po R2 je nad očekáváním. Firma zároveň uvedla, že externí dodávky modelu R2 začaly v červnu.
Key Takeaways Rivian began external R2 deliveries in June, with Launch Edition conversions above expectations.RIVN plans a second R2 shift by quarter-end, with added volume mainly expected in the fourth quarter.Rivian raised its 2026 delivery guidance to 65,000-70,000 vehicles despite ongoing cost pressures. Rivian Automotive, Inc. (RIVN - Free Report) framed the second quarter of 2026 as the start of its R2-led growth phase, with early demand running ahead of internal expectations.
The call also centered on manufacturing discipline, launch costs and the fourth-quarter production level needed to move R2 toward positive gross profit. Management said the outcome depends on matching demand with supplier readiness and cost absorption.
Rivian Sets R2 as the Core Growth EngineFounder and CEO Robert Scaringe said external R2 deliveries began in June and that more than 57,000 demo drives set a company record.
Robert Scaringe said reservation-to-order conversion for the $58,000 Launch Edition was meaningfully above expectations, with a significant number of first-time electric-vehicle buyers. He said buyers came from a broad range of brands and vehicle types.
In the Q&A session, Scaringe told a Needham analyst that most non-converting customers were waiting for other configurations, including premium and standard trims, due in early 2027.
RIVN Maps a Back-Half Production RampChief operations officer Javier Varela said Rivian expects to add a second R2 shift by the end of the third quarter, but its volume contribution should arrive mainly in the fourth quarter.
Scaringe identified supplier readiness as the main constraint, noting that production can be limited by the slowest vendor.
Scaringe said fewer build combinations, limited color choices and extensive validation builds make the R2 launch more controlled than the R1 rollout.
Rivian Defends Its Margin PathChief financial officer Claire McDonough reaffirmed that R2 should reach positive gross profit at Rivian’s 2026 exit rate as higher output improves fixed-cost absorption.
Automotive gross loss narrowed to $36 million despite about $100 million of incremental R2 ramp costs, including expedited freight, temporary supplier premiums and unabsorbed expenses. Software and Services produced $215 million of gross profit at a 42% margin.
When a UBS analyst pressed on breakeven volume, McDonough said fourth-quarter production provides a reasonable near-term benchmark for normalized costs, though R2 will not be fully ramped.
RIVN Raises 2026 Guidance Amid Cost PressureRIVN raised 2026 delivery guidance by 3,000 units to 65,000 to 70,000 vehicles, implying 42,400 to 47,400 second-half deliveries weighted toward the fourth quarter.
McDonough said adjusted EBITDA loss guidance improved to $1.8-$2 billion, while capital spending guidance fell to $1.7-$1.8 billion.
McDonough said regulatory-credit revenues and higher volumes supported the outlook, while raw-material, memory and logistics costs remain offset. Third-quarter automotive gross profit will face a full quarter of R2 ramp costs before scale benefits emerge.
Rivian Links Autonomy to Future RevenuesScaringe said point-to-point assisted driving remains targeted for year-end, followed by hands-off, eyes-off capability in 2027 and Level 4 functionality in 2028.
Scaringe said Autonomy+ take rates are trending positively, and expanded features could support higher pricing, though management did not disclose adoption levels.
McDonough expects autonomy spending to rise in the second half, driven mainly by GPU sourcing for model training. Scaringe said RAP1 and third-generation autonomy hardware remain on track for late 2026.
RIVN Keeps Execution at the ForefrontScaringe and McDonough combined confidence in R2 demand with caution regarding supplier performance, second-shift readiness and the third-quarter cost burden. The operating agenda remains tightly tied to R2.
The company reported a loss of 47 cents per share, narrower than the Zacks Consensus Estimate of a loss of 65 cents. Revenues of $1.65 billion surpassed the Zacks Consensus Estimate of $1.59 billion, while consolidated gross margin reached 11%.
What the Zacks Signals SayRIVN carries a Zacks Rank #3 (Hold). The framework reserves its strongest near-term combinations for Zacks Rank of 1 (Strong Buy) or 2 (Buy) stocks paired with A or B Style Scores. You can see the complete list of today’s Zacks #1 Rank stocks here.
RIVN’s Growth Score of B and Momentum Score of B are favorable, while the Value Score of F and VGM Score of D weaken the combined style profile. The Zacks Rank can change as analyst estimates are revised after the just-reported results.
Yum China vzrostla v Hongkongu o 3,2 % na téměř tříapůlměsíční maximum po oznámení vyššího zisku za 2. čtvrtletí a optimistického výhledu. Tržby stouply o 13 % na 3,1 miliardy USD a čistý zisk o 14 % na 244 milionů USD.
Wuthering Waves, the role-playing game, and Pizza Hut held a joint activity in Shanghai last year. (Photo credit should read CFOTO/Future Publishing via Getty Images)
CFOTO/Future Publishing via Getty Images
Yum China Holdings, one of the largest restaurant companies in mainland China and the operator of big KFC and Pizza Hut chains in the country, climbed 3.2% to close a near three- and-a-half-month high at the Hong Kong Stock Exchange today after it posted an increase in second quarter earnings and expressed optimism about the rest of the year.
Yum China’s stock has gained 5.2% in the past two sessions in Hong Kong since it posted a second-quarter earnings report on Thursday evening. Yum China’s New York-traded shares climbed by 3.7% to $48.18 on Friday, a near three-month high.
Total revenue in the second quarter increased by 13% from a year earlier to $3.1 billion, helped by the opening of a net 560 new stores. Net income increased 14% to $244 million -- the same percentage as the reported increase in operating profit. Spun off from Yum! Brands in 2016, Yum China had more than 19,000 stores as of June 30, including 18% run by franchisees.
Business in the second quarter notably improved at Pizza Hut, which is in focus ahead of the Yum China’s expected purchase of the brand in mainland China in August. “We are about to reach a major breakthrough by becoming the owner of the Pizza Hut brand in mainland China, after operating the brand in the market for 36 years,” CEO Joey Wat said in a statement.
“In the near term, we expect the savings in license fees to support margin expansion, with Pizza Hut's restaurant margin approaching KFC's. More potential new stores are expected to meet our payback requirements of two to three years. Over the longer term, brand ownership will give us greater strategic flexibility to capture new opportunities and innovate more nimbly across our menu, store formats, new business modules and operations. We expect this to accelerate Pizza Hut’s growth trajectory and generate sustainable long-term value for our shareholders,” said Wat, who ranked No. 68 on the 2025 Forbes Power Women list.
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An 26% increase in delivery sales in the second quarter suggests Pizza Hut is competing better with rival Domino’s, said Shaun Rein, the founder and managing director of Shanghai-headquartered China Market Research Group and author of books including “The Split: Finding Opportunities in China’s Economy in the New World Older.”
“Pizza Hut has long been strong in dining but historically has been weaker compared to Domino’s at delivery. But new moves to reduce delivery times have made it strong in delivery and take back share from Domino’s,” Rein said. “Yum is also doing well with expanding its coffee line. Even though that means the average ticket price has dropped, volume has gone up as consumers look for cheaper coffee than Starbucks,” Rein said.
For the full year, Yum China is targeting a total of more than 20,000 stores, an increase of more than 1,900 from a year earlier, the company said in its earnings report.
Shares have also benefitted from stock buybacks and cash distributions. The company plans to return $1.5 billion to shareholders in 2026, about 10% of its current market capitalization.
Yum China has also attracted customers to KFCs over the years with a strong localized menu that includes tea eggs, salted egg yolk rice rolls, sweet pumpkin congee with lotus seeds, and red bean drink with sweet fermented rice.
ForbesTaiwan’s Formosa International Eyes Luxury Hotel Acquisition In U.S.By Russell FlanneryForbesChina Outlook ‘26: “I'm Getting Very Bullish”By Russell FlanneryForbes‘We’re Going To Get Lots Of Booms And Busts’ In AI StocksBy Russell Flannery
Ademi LLP prověřuje, zda Atkore při nedávné transakci s Prysmian zajišťuje pro akcionáře spravedlivou cenu. Akcionáři mají dostat 95,00 USD za akcii v hotovosti.
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MILWAUKEE, Aug. 3, 2026 /PRNewswire/ -- Ademi LLP is investigating Atkore (NYSE: ATKR) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with Prysmian.
Click here to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995. There is no cost or obligation to you.
Atkore shareholders will receive $95.00 per share in an all-cash transaction valued at approximately $3.8 billion in enterprise value. Atkore insiders will receive substantial benefits as part of change of control arrangements.
The transaction agreement unreasonably limits competing transactions for Atkore by imposing a significant penalty if Atkore accepts a competing bid. We are investigating the conduct of the Atkore board of directors, and whether they are fulfilling their fiduciary duties to all shareholders.
We specialize in shareholder litigation involving buyouts, mergers, and individual shareholder rights. For more information, please feel free to call us. Attorney advertising. Prior results do not guarantee similar outcomes.
Universal Display ve čtvrtletí vykázala tržby 152,16 mil. USD, meziročně o 11,4 % méně. Největší tržby přišly z Jižní Koreje, 87,41 mil. USD, a Číny, 59,09 mil. USD.
Did you analyze how Universal Display Corp. (OLED - Free Report) fared in its international operations for the quarter ending June 2026? Given the widespread global presence of this organic light-emitting diode technology company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.
The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has become essential for investors to comprehend how much a company relies on these foreign markets, as this understanding reveals the firm's potential for consistent earnings, its capacity to harness different economic cycles, and its overall growth prospects.
International market involvement serves as insurance against economic downturns at home and enables engagement with economies that are growing more quickly. Still, this move toward diversification is not without its challenges, as it involves navigating through the fluctuations of currencies, geopolitical threats, and the distinctive nature of various markets.
Upon examining OLED's recent quarterly performance, we noticed several interesting patterns in the revenue generated from its international segments, which are commonly analyzed and observed by Wall Street experts.
The company's total revenue for the quarter amounted to $152.16 million, marking a decrease of 11.4% from the year-ago quarter. We will next turn our attention to dissecting OLED's international revenue to get a clearer picture of how significant its operations are outside its main base.
A Closer Look at OLED's Revenue Streams AbroadOf the total revenue, $0.36 million came from Other Countries during the last fiscal quarter, accounting for 0.2%. This represented a surprise of +9.39% as analysts had expected the region to contribute $0.33 million to the total revenue. In comparison, the region contributed $0.29 million, or 0.2%, and $0.53 million, or 0.3%, to total revenue in the previous and year-ago quarters, respectively.
During the quarter, South Korea contributed $87.41 million in revenue, making up 57.5% of the total revenue. When compared to the consensus estimate of $105.76 million, this meant a surprise of -17.35%. Looking back, South Korea contributed $93.17 million, or 65.5%, in the previous quarter, and $86.52 million, or 50.4%, in the same quarter of the previous year.
China accounted for 38.8% of the company's total revenue during the quarter, translating to $59.09 million. Revenues from this region represented a surprise of +27.65%, with Wall Street analysts collectively expecting $46.29 million. When compared to the preceding quarter and the same quarter in the previous year, China contributed $43.64 million (30.7%) and $75.92 million (44.2%) to the total revenue, respectively.
Japan generated $0.21 million in revenues for the company in the last quarter, constituting 0.1% of the total. This represented a surprise of -44.47% compared to the $0.38 million projected by Wall Street analysts. Comparatively, in the previous quarter, Japan accounted for $0.37 million (0.3%), and in the year-ago quarter, it contributed $1.7 million (1%) to the total revenue.
Revenue Projections for Overseas MarketsIt is projected by analysts on Wall Street that Universal Display will post revenues of $162.84 million for the ongoing fiscal quarter, an increase of 16.6% from the year-ago quarter. The expected contributions from Other Countries, South Korea, China and Japan to this revenue are 0.2%, 64.7%, 31.4%, and 0.2%, translating into $0.36 million, $105.35 million, $51.1 million, and $0.37 million, respectively.
For the full year, the company is projected to achieve a total revenue of $649.5 million, which signifies a fall of 0.2% from the last year. The share of this revenue from various regions is expected to be: Other Countries at 0.2% ($1.37 million), South Korea at 65% ($422.09 million), China at 30.1% ($195.64 million), and Japan at 0.2% ($1.56 million).
Wrapping UpUniversal Display's leaning on foreign markets for its revenue stream presents a mix of chances and challenges. Therefore, a vigilant watch on its international revenue movements can greatly aid in projecting the company's future direction.
In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.
At Zacks, a company's changing earnings outlook is given considerable attention due to its proven, strong influence on a stock's price performance in the near term. The connection here is straightforward and positive: when earnings estimates are revised upward, the stock price generally follows suit, increasing as well.
The Zacks Rank, our proprietary stock rating tool, comes with an externally validated impressive track record. It effectively utilizes shifts in earnings projections to act as a dependable barometer for forecasting short-term stock price trends.
Universal Display currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Examining the Latest Trends in Universal Display Corp.'s Stock ValueOver the preceding four weeks, the stock's value has appreciated by 1.9%, against an upturn of 0.2% in the Zacks S&P 500 composite. In parallel, the Zacks Computer and Technology sector, which counts Universal Display among its entities, has depreciated by 5.8%. Over the past three months, the company's shares have seen a decline of 12.6% versus the S&P 500's 4.2% increase. The sector overall has witnessed an increase of 1.6% over the same period.
Commvault oznámil integraci Threat Scan s Google Threat Intelligence, která má zrychlit nalezení čistých bodů obnovy po kyberútocích. Nové inline skenování přidává hashe souborů během zálohování.
New threat-informed recovery capabilities help organizations identify clean recovery points quicker, reduce downtime after cyberattacks, and restore operations with confidence
, /PRNewswire/ -- Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced a new integration with Google Threat Intelligence, Google's comprehensive threat intelligence platform, that incorporates Google Threat Intelligence data and scanning capabilities into Commvault Threat Scan workflows. Through this collaboration, Commvault can help customers transform global threat intelligence into actionable recovery insights, enabling organizations to identify clean recovery points faster and accelerate recovery following cyberattacks.
When cyberattacks occur, organizations often face a critical challenge: determining which recovery points are safe to restore. While security teams may quickly identify indicators of compromise (IOCs), recovery teams still need to validate backup data before recovery can begin, delaying recovery efforts when every minute of downtime matters.
Google Threat Intelligence combines Mandiant frontline intelligence, VirusTotal's crowdsourced intelligence, and Google threat insights gained from protecting billions of users. Integrating Commvault Threat Scan workstreams with Google Threat Intelligence helps customers analyze protected workloads for malware, while also helping organizations identify threats and pinpoint which recovery points are compromised. Commvault Threat Scan customers will also receive actionable threat context from Google Threat Intelligence for threats found in their environment to help with further research and remediation.
As part of this release, Commvault is also introducing new scanning capabilities that collect file hashes inline during backup operations. File hashes, like individual fingerprints, provide a fast and easy way to quickly check recovery points against threat intelligence indicators so teams can identify clean files to be used for recovery.
Commvault's inline inspection capability allows customers to start with rapid threat intelligence validation and selectively perform deeper malware, encryption, and forensic analysis when additional inspection is required. This layered approach helps organizations accelerate recovery decisions while maintaining confidence in the integrity of restored data.
These new threat insights and scanning capabilities strengthen Commvault's Synthetic Recovery capability, which uses an AI-enabled process to automatically detect threats and surgically remove them during recovery while keeping the "good" data intact. Customers can then make the most complete recovery possible.
"Businesses need confidence that the data they're restoring is clean," said Pranay Ahlawat, Chief Technology and AI Officer at Commvault. "By combining Threat Scan and inline scanning with Google Threat Intelligence, we're helping customers validate recovery points faster and accelerate clean recovery when it matters most."
"Organizations are looking for ways to strengthen cyber resilience while reducing complexity during incident response and recovery," said Miton Adhikari, Head of Google Security OEM Partnerships. "Through our collaboration with Commvault, customers will be able to apply Google Threat Intelligence within recovery workflows to make faster, more informed recovery decisions and reduce recovery uncertainty."
This announcement builds upon Commvault's ongoing collaboration with Google Cloud, including expanded cyber resilience capabilities for Google Cloud environments via Clumio, and support for Google Cloud workloads.
Availability
The Google Threat Intelligence integration, inline scanning capabilities, and associated Threat Scan enhancements are expected to be available in the coming months. To learn more and see a live demonstration of the integration, attend Google's Theater Session featuring Commvault at Black Hat on Tuesday, August 4 at 6:20pm PT, on the Mandalay Bay Convention Center Expo Floor. For more information about Commvault's partnership with Google, visit the partnership page.
About Commvault
Commvault (NASDAQ: CVLT) is a leader in unified resilience at enterprise scale. In a constantly evolving threat landscape, Commvault keeps customers ready by unifying data security, identity resilience, and cyber recovery, on one cloud-native, AI-enabled platform. Customers trust Commvault to conduct the fastest, most complete recoveries – not just their data, but their entire business. Purpose-built for the agentic enterprise, Commvault also enables organizations to safely embrace AI while protecting against AI-driven threats.
Bloom Energy v pondělí klesla o 3,45 % na 198,71 USD po hospodářských výsledcích, které překonaly odhady: tržby činily 1,07 mld. USD a upravený EPS 78 centů. Firma zároveň zvýšila celoroční výhled tržeb na 3,90–4,20 mld. USD a upravený EPS na 2,55–2,85.
Bloom Energy stock is taking a breather. Where is BE stock headed? What Is Bloom Energy’s Latest Quarterly Update?The latest quarterly update featured second-quarter revenue of $1.07 billion and adjusted EPS of 78 cents, both ahead of consensus expectations of $822.77 million and 40 cents. Management also lifted full-year 2026 revenue guidance to $3.90 billion to $4.20 billion and raised its adjusted EPS outlook to $2.55 to $2.85.
Bloom Energy’s tape is also being shaped by a debate over durability and performance claims after Hunterbrook pointed to 15 years of U.S. and South Korea generation data and alleged systems degrade faster than advertised.
In New York, the report calculated 37 metered systems fell below an efficiency benchmark at a median of 20 months, and said Bloom’s 95% output benchmark was missed almost universally across evaluated regions.
BE Stock: Key Technical Levels To WatchFrom a trend perspective, BE is still in a "pullback within a bigger uptrend" posture: it’s trading 10% below the 20-day SMA ($221.70), 23.5% below the 50-day SMA ($260.71), and 14.2% below the 100-day SMA ($232.50), but 11.6% above the 200-day SMA ($178.72). That mix often keeps shorter-term rallies choppy until price can reclaim at least the 20-day/100-day area.
RSI is the cleaner momentum read right now at 45.01, which points to neutral-to-soft momentum rather than an oversold "snapback" condition. In plain terms, RSI helps gauge whether recent buying or selling has become stretched; here it suggests sellers have cooled, but buyers haven’t fully taken control yet.
June marked the recent swing high (and the 52-week high at $351.28), while July set the recent swing low, so traders are watching whether the post-earnings narrative can rebuild a higher-low structure. With the stock up 470.11% over the past 12 months, the 200-day line remains the key longer-term "trend test" if volatility returns.
Key Resistance: $221.70 — the 20-day SMA is the nearest overhead trend line the stock would need to reclaim to improve the short-term tape Key Support: $178.72 — the 200-day SMA area is the main longer-term trend reference after the recent pullback Bloom Energy Benzinga Edge Rankings ExplainedBelow is the Benzinga Edge scorecard for Bloom Energy, highlighting its strengths and weaknesses compared to the broader market:
The Verdict: Bloom Energy’s Benzinga Edge signal reveals a classic High-Flyer setup—very strong Growth and Momentum paired with a weak Value score. For longer-term holders, the key question is whether fundamentals keep compounding fast enough to justify the premium while the chart works through its post-run consolidation.
Bloom Energy Stock Price Activity TodayBE Stock Price Activity: Bloom Energy shares were trading lower by 3.45% to $198.71 Monday morning, according to Benzinga Pro data.
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Sonos se po problémech s aplikací vrací k růstu: ve 3. čtvrtletí tržby stouply o 8,8 % na 375,26 mil. USD a non-GAAP EPS činil 0,27 USD, nad odhadem 0,20 USD.
Tom Conrad inherited a Sonos (NASDAQ:SONO) in disarray, damaged by a botched app redesign and a shrinking top line. Roughly 18 months into his tenure, the company is growing again, expanding margins, and returning cash. Shares closed most recently at $14.66, up 35.6% over one year but down 16.5% year to date, with a market cap around $1.73 billion.
The Turnaround Scorecard Conrad’s fingerprints are on every line of the income statement. A 12% workforce reduction in February 2025 carrying $33.49 million in charges reset the cost base. Operating expenses in Q1 FY2026 fell to $153.04 million from $193.31 million a year prior, helping the quarter produce more profit than all of fiscal 2025, with adjusted EBITDA of $132.14 million at a 24.2% margin.
Growth then re-accelerated. Q2 FY2026 revenue rose 8.4% to $281.53 million, delivering the first positive Q2 adjusted EBITDA in four years. Q3 FY2026 revenue reached $375.26 million, up 8.8%, with non-GAAP EPS of $0.27 topping the $0.20 consensus.
Conrad summarized the moment plainly: “Our third quarter demonstrates the inflection we’ve been talking about… we’re now growing revenue, expanding gross margin, and growing profit at the same time.” Product innovation returned with Amp Multi, the company exited a contract manufacturing partnership, and buybacks totaled $95 million year to date in FY2026.
The Grade: B+ Operationally, this is a clean execution story: seven consecutive quarters of meeting commitments, margin expansion, and a credible product roadmap. What holds it back from an A is the stock. Over five years, Sonos is still down 56.1%, and total return since Conrad’s early-2025 arrival is roughly flat, with a custom-period change of −0.54% from January 2, 2025, through July 31, 2026. Fundamentals earned the upgrade; the multiple hasn’t followed.
The Bull and Bear Case Analyst sentiment leans positive, and the $19.12 consensus target suggests more than 30% upside. Conrad sees runway inside the base: moving from 4.5 devices per multiproduct household to 6 represents about $5 billion in incremental revenue. EMEA revenue climbed to $114.17 million in Q3, and insiders including Conrad were net buyers of common stock in July 2026.
On the other hand, Q3 gross margin was aided by a non-recurring $23.2 million tariff refund. Memory costs are expected to be a 400-basis-point Q3 headwind, System Products revenue keeps slipping, IP litigation against Alphabet (Google) grinds on, and a beta of 1.96 alongside a trailing P/E of 33 leaves little room for a stumble.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Sonos didn't make the cut. Grab the names FREE today.
Integer (ITGR - Free Report) came out with quarterly earnings of $1.6 per share, beating the Zacks Consensus Estimate of $1.38 per share. This compares to earnings of $1.55 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +15.94%. A quarter ago, it was expected that this medical device outsource manufacturer would post earnings of $1.21 per share when it actually produced earnings of $1.2, delivering a surprise of -0.83%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Integer, which belongs to the Zacks Medical - Instruments industry, posted revenues of $464.11 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.58%. This compares to year-ago revenues of $476.49 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Integer shares have added about 54.5% since the beginning of the year versus the S&P 500's gain of 9.4%.
What's Next for Integer?While Integer has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Integer was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.66 on $458.79 million in revenues for the coming quarter and $6.04 on $1.82 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Instruments is currently in the bottom 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Sight Sciences, Inc. (SGHT - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This company is expected to post quarterly loss of $0.15 per share in its upcoming report, which represents a year-over-year change of +34.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Sight Sciences, Inc.'s revenues are expected to be $21.75 million, up 11.2% from the year-ago quarter.
In its upcoming report, Energy Transfer LP (ET - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $0.39 per share, reflecting an increase of 21.9% compared to the same period last year. Revenues are forecasted to be $31.09 billion, representing a year-over-year increase of 61.6%.
The consensus EPS estimate for the quarter has undergone an upward revision of 2.2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.
Given this perspective, it's time to examine the average forecasts of specific Energy Transfer LP metrics that are routinely monitored and predicted by Wall Street analysts.
Based on the collective assessment of analysts, 'Midstream - Gathered volumes' should arrive at 22052 billion british thermal units per day. The estimate is in contrast to the year-ago figure of 21329 billion british thermal units per day.
According to the collective judgment of analysts, 'Midstream - NGLs produced' should come in at 1,184.63 thousands of barrels of oil per day. The estimate is in contrast to the year-ago figure of 1,181.00 thousands of barrels of oil per day.
Analysts predict that the 'Midstream - Equity NGLs' will reach 64.78 thousands of barrels of oil per day. The estimate is in contrast to the year-ago figure of 64.00 thousands of barrels of oil per day.
Analysts expect 'NGL and Refined Products Transportation and Services - NGL transportation volumes' to come in at 2,472.83 thousands of barrels of oil per day. Compared to the present estimate, the company reported 2,331.00 thousands of barrels of oil per day in the same quarter last year.
The combined assessment of analysts suggests that 'NGL and Refined Products Transportation and Services - Refined products transportation volumes' will likely reach 592.25 thousands of barrels of oil per day. Compared to the present estimate, the company reported 599.00 thousands of barrels of oil per day in the same quarter last year.
The average prediction of analysts places 'NGL and Refined Products Transportation and Services - NGL and refined products terminal volumes' at 1,782.19 thousands of barrels of oil per day. The estimate compares to the year-ago value of 1,553.00 thousands of barrels of oil per day.
The consensus estimate for 'NGL and Refined Products Transportation and Services - NGL fractionation volumes' stands at 1,241.74 thousands of barrels of oil per day. Compared to the current estimate, the company reported 1,150.00 thousands of barrels of oil per day in the same quarter of the previous year.
It is projected by analysts that the 'Adjusted EBITDA- Investment in USAC' will reach $192.43 million. The estimate compares to the year-ago value of $149.00 million.
The consensus among analysts is that 'Adjusted EBITDA- Intrastate transportation and storage' will reach $372.16 million. The estimate compares to the year-ago value of $284.00 million.
Analysts forecast 'Adjusted EBITDA- Interstate transportation and storage' to reach $474.73 million. The estimate is in contrast to the year-ago figure of $470.00 million.
Analysts' assessment points toward 'Adjusted EBITDA- Investment in Sunoco LP' reaching $844.40 million. The estimate compares to the year-ago value of $454.00 million.
The collective assessment of analysts points to an estimated 'Adjusted EBITDA- NGL and refined products transportation and services' of $1.13 billion. Compared to the current estimate, the company reported $1.03 billion in the same quarter of the previous year.
View all Key Company Metrics for Energy Transfer LP here>>>
Over the past month, shares of Energy Transfer LP have returned +5.3% versus the Zacks S&P 500 composite's +0.2% change. Currently, ET carries a Zacks Rank #3 (Hold), suggesting that its performance may align with the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
For the quarter ended June 2026, Virtu Financial (VIRT - Free Report) reported revenue of $717.87 million, up 26.5% over the same period last year. EPS came in at $1.82, compared to $1.53 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $662.03 million, representing a surprise of +8.44%. The company delivered an EPS surprise of +8.33%, with the consensus EPS estimate being $1.68.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Virtu Financial performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Average Daily - Adjusted Net Trading Income - Execution Services: $2.23 million versus the three-analyst average estimate of $2.37 million.Average Daily - Adjusted Net Trading Income: $11.58 million compared to the $10.75 million average estimate based on three analysts.Average Daily - Adjusted Net Trading Income - Market Making: $9.35 million versus $7.94 million estimated by two analysts on average.Adjusted Net Trading Income- Execution Services: $138 million compared to the $145.01 million average estimate based on four analysts.Adjusted Net Trading Income- Market Making: $579.87 million versus $517.02 million estimated by four analysts on average.View all Key Company Metrics for Virtu Financial here>>>
Shares of Virtu Financial have returned -4.9% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Mercury Systems uzavřela s Palantir strategickou dohodu o automatizaci plánování materiálu a provozu továren, aby zrychlila dodávky pro americké vojenské programy. Cílem je vyšší průchodnost, méně manuální práce a rychlejší rozhodování.
August 03, 2026 08:30 ET | Source: Mercury Systems Inc
ANDOVER, Mass., Aug. 03, 2026 (GLOBE NEWSWIRE) -- Mercury Systems, Inc. (NASDAQ: MRCY, www.mrcy.com), and Palantir (NASDAQ: PLTR, www.palantir.com), a leading provider of AI software bringing commercial approaches to aerospace and defense, today announced a strategic agreement to enhance the automation of material planning and factory operations to accelerate the delivery of processing technologies for U.S. military programs.
In support of the U.S. Department of War, Palantir is working with key U.S. defense industrial base suppliers to increase throughput and reduce delivery timelines for critical components and subsystems. Through two initial workflows, Mercury will streamline material planning, reduce manual workloads, and improve the ability to deliver at increased capacity across its factories. These efforts will allow Mercury to better meet increased customer demands without prolonging delivery timelines or increasing costs. Palantir will also help Mercury build an enterprise ontology that serves as a digital twin of the company’s operations and business practices, enabling faster decisions and improved production predictability.
“Partnering with Palantir will enable Mercury to further drive automation and efficiency in our supply chain and manufacturing operations, which are key to accelerating delivery of critical, high-demand capabilities for the warfighter,” said Bill Ballhaus, Mercury Chairman and CEO. “Through investments and optimization efforts across our organization, we are focused on accelerating the development of AI-powered, mission-critical solutions providing a decisive advantage on the battlefield.”
“We are proud to support Mercury with AI software that will accelerate production of critical defense systems,” said Mike Gallagher, Palantir’s Head of Defense. “By integrating numerous data sources within a shared operational layer, Mercury will be positioned to deliver vital processing technologies at the speed and scale necessary to maintain U.S. deterrence and warfighting advantage and continue to accelerate their design and delivery processes through the use of the Foundry.”
Mercury Systems – Innovation that matters®
Mercury Systems is a global leader in aerospace and defense electronics, providing breakthrough capabilities in signal and data processing. With a four-decade legacy of innovation that spans silicon to systems and RF front ends to effectors, Mercury accelerates commercial technology adoption to deliver powerful and secure mission-critical processing solutions to the edge. Mercury is headquartered in Andover, Massachusetts, and has multiple locations worldwide. To learn more, visit mrcy.com. (Nasdaq: MRCY)
Forward-Looking Safe Harbor Statement
This press release contains certain forward-looking statements, as that term is defined in the Private Securities Litigation Reform Act of 1995, including those relating to the Company's focus on enhanced execution of the Company's strategic plan. You can identify these statements by the words “may,” “will,” “could,” “should,” “would,” “plans,” “expects,” “anticipates,” “continue,” “estimate,” “project,” “intend,” “likely,” “forecast,” “probable,” “potential,” and similar expressions. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. Such risks and uncertainties include, but are not limited to, continued funding of defense programs, the timing and amounts of such funding, general economic and business conditions, including unforeseen weakness in the Company’s markets, effects of any U.S. federal government shutdown or extended continuing resolution, effects of increasingly volatile geopolitical events and regional conflicts, competition, changes in technology and methods of marketing, delays in or cost increases related to completing development, engineering and manufacturing programs, changes in customer order patterns, changes in product mix, continued success in technological advances and delivering technological innovations, changes in, or in the U.S. government’s interpretation of, federal export control or procurement rules and regulations, including tariffs, changes in, or in the interpretation or enforcement of, environmental rules and regulations, market acceptance of the Company's products, shortages in or delays in receiving components, supply chain delays or volatility for critical components, production delays or unanticipated expenses including due to quality issues or manufacturing execution issues, failure to meet contractual performance specifications, adherence to required manufacturing standards, capacity underutilization, increases in scrap or inventory write-offs, failure to achieve or maintain manufacturing quality certifications, such as AS9100, failure to achieve or maintain qualified business systems, such as those required by the DFARS, adverse finding in government audits or investigations, the impact of supply chain disruption, inflation and labor shortages, among other things, on program execution and the resulting effect on customer satisfaction, inability to fully realize the expected benefits from acquisitions, restructurings, and operational efficiency initiatives or delays in realizing such benefits, challenges in integrating acquired businesses and achieving anticipated synergies, effects of shareholder activism, increases in interest rates, changes to industrial security and cyber-security regulations and requirements and impacts from any cyber or insider threat events, including risks from heightened, persistent, and increasingly sophisticated nation-state level cyberattacks and emerging threats associated with agentic AI-enabled cyber tools, changes in tax rates or tax regulations, changes to interest rate swaps or other cash flow hedging arrangements, changes to generally accepted accounting principles, difficulties in retaining key employees and customers, litigation, including the federal securities class action lawsuit and related claims, unanticipated costs under fixed-price service and system integration engagements, and various other factors beyond our control. These risks and uncertainties also include such additional risk factors as are discussed in the Company's filings with the U.S. Securities and Exchange Commission, including its Annual Report on Form 10-K for the fiscal year ended June 27, 2025 and subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. The Company cautions readers not to place undue reliance upon any such forward-looking statements, which speak only as of the date made. The Company undertakes no obligation to update any forward-looking statement to reflect events or circumstances after the date on which such statement is made.
Effort sponsored by the U.S. Government under the Tradewind Prototype Agreement. The U.S. Government is authorized to reproduce and distribute reprints for Governmental purposes notwithstanding any copyright notation thereon.
The views and conclusions contained herein are those of the authors and should not be interpreted as necessarily representing the official policies or endorsements, either expressed or implied, of the U.S. Government.
The upcoming report from Toast (TOST - Free Report) is expected to reveal quarterly earnings of $0.32 per share, indicating an increase of 33.3% compared to the year-ago period. Analysts forecast revenues of $1.87 billion, representing an increase of 20.8% year over year.
Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation 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.
Given this perspective, it's time to examine the average forecasts of specific Toast metrics that are routinely monitored and predicted by Wall Street analysts.
The combined assessment of analysts suggests that 'Revenue- Financial technology solutions' will likely reach $1.55 billion. The estimate suggests a change of +21.2% year over year.
Analysts predict that the 'Revenue- Subscription services' will reach $283.46 million. The estimate indicates a change of +24.9% from the prior-year quarter.
The consensus estimate for 'Revenue- Hardware and professional services' stands at $44.25 million. The estimate points to a change of -5.9% from the year-ago quarter.
According to the collective judgment of analysts, 'Gross Payment Volume (GPV)' should come in at $60.31 billion. Compared to the current estimate, the company reported $49.90 billion in the same quarter of the previous year.
Based on the collective assessment of analysts, 'Locations' should arrive at 179,376 . The estimate compares to the year-ago value of 148,000 .
Analysts' assessment points toward 'Subscription Annualized Recurring Run-Rate' reaching $1.19 billion. The estimate compares to the year-ago value of $950.00 million.
Analysts expect 'Payments Annualized Recurring Run-Rate' to come in at $1.20 billion. The estimate compares to the year-ago value of $978.00 million.
It is projected by analysts that the 'Total Annualized Recurring Run-Rate (ARR)' will reach $2.39 billion. Compared to the present estimate, the company reported $1.93 billion in the same quarter last year.
View all Key Company Metrics for Toast here>>>
Shares of Toast have demonstrated returns of +12% over the past month compared to the Zacks S&P 500 composite's +0.2% change. With a Zacks Rank #3 (Hold), TOST is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Paychex zpřístupnil svůj AI nástroj WISE v Microsoft 365 Copilot a Teams. Platforma přináší přehledy o pracovní síle, doporučení i akce přímo do běžných firemních nástrojů.
With Microsoft 365 as its first ecosystem, WISE brings insights, guidance, and actions into the tools businesses already use
WISE extends Paychex’s workforce intelligence beyond HCM software into collaboration and productivity toolsMicrosoft 365 is the first ecosystem in Paychex’s broader channel expansion strategy, with WISE now available in Microsoft 365 Copilot and TeamsThe platform is designed to help Paychex and its partners expand HCM capabilities across digital workflows
ROCHESTER, N.Y., Aug. 03, 2026 (GLOBE NEWSWIRE) -- Paychex (Nasdaq: PAYX), a leading provider of expert-enabled HR, payroll, and benefits, today announced that WISE (Workforce Intelligence Strengthened by Expertise), the company’s AI-powered intelligence engine, is now available within Microsoft 365 Copilot and Teams, expanding the company’s broader channel-agnostic ecosystem strategy.
WISE is designed to bring trusted workforce insights, guidance, and actions directly into the tools businesses and employees already use every day. Built to operate across Paychex’s HCM platforms — including SurePayroll, Paychex Flex®, and Paycor — WISE helps customers get answers, manage tasks, and take action without switching systems.
“WISE was built on the belief that workforce intelligence belongs in the flow of work—not as a standalone product,” said Ryan Bergstrom, Chief Product Officer at Paychex. “Our integration with Microsoft is a clear expression of that vision, delivering trusted insights, expert-backed guidance and autonomous actions directly into the tools our clients already use every day. This is an important step in making HCM a more seamless part of business operations.”
Within Microsoft 365 Copilot today, Paychex customers* can:
Access real-time workforce insights, such as headcount, turnover, or benefits utilizationReceive proactive guidance on compliance deadlines, open enrollment, and policy changesTake action within the workflow, including approving time-off requests and routing benefits questions to the appropriate resource
“Microsoft is committed to helping organizations apply AI in practical and meaningful ways,” said Michelle Simmons, VP, SME&C US Industry, Microsoft. “The alignment between Microsoft and Paychex to deliver on a shared vision that AI should be practical, accessible, and valuable for small and medium enterprises, is what makes this integration a powerful and impactful solution, embedding intelligence when and where businesses need it most.”
Paychex Expands WISE Integration Program to Additional Technology Partners
Paychex is continuing to expand integration opportunities for technology partners to embed workforce intelligence and HCM capabilities directly into experiences their customers already use every day. This approach is designed to help partners bring Paychex insights and actions into their own workflows, enabling faster decision-making and reducing friction.
To learn more about WISE or how to partner with Paychex, visit paychex.com/ai.
* Applicable product subscription required.
About WISE
WISE (Workforce Intelligence Strengthened by Expertise) is the AI-powered intelligence engine transforming business operations with embedded context-aware intelligence, expert-enabled guidance, and autonomous execution. With Paychex’s five decades of trusted data and human expertise at its core, WISE transforms AI from a passive tool to expert-designed agentic workflows with the ability to complete tasks autonomously, making work faster, smarter, and more efficient.
About Paychex
Paychex, Inc. (Nasdaq: PAYX) provides a comprehensive suite of expert-enabled technology and advisory solutions that help businesses manage HR, payroll, and benefits. Serving approximately 840,000 clients and paying 1 in 11 U.S. private sector workers, Paychex combines scale, trusted expertise, and innovation to help businesses succeed. Built on more than 50 years of workforce experience and one of the industry’s largest proprietary HR datasets, Paychex’s WISE agentic AI platform embeds intelligence directly into workflows to improve productivity, enhance decision-making, and deliver better outcomes. Learn more at paychex.com.
Media Contacts
Chelsea Wernick
Public Relations Program Manager
Paychex, Inc.
(585) 216-2974 [email protected]
Microsoft Media Relations
We. Communications for Microsoft
(425) 638-7777 [email protected]
Note to editors: For more information, news and perspectives from Microsoft, please visit Microsoft Source at https://news.microsoft.com/source. Web links, telephone numbers and titles were correct at time of publication but may have changed. For additional assistance, journalists and analysts may contact Microsoft’s Rapid Response Team or other appropriate contacts listed at https://news.microsoft.com/microsoft-public-relations-contacts.
Enterprise Products Partners ve 2. čtvrtletí zvýšila zisk na 84 centů na jednotku a tržby vyskočily o 60,8 % na 18,3 miliardy USD. Upravená EBITDA dosáhla rekordu 2,83 miliardy USD a kvartální distribuce stoupla o 2,8 %.
Key Takeaways EPD's Q2 earnings rose 27.3% as equivalent pipeline volumes reached a record 14.7 MMBbl/d.EPD's NGL, crude oil, natural gas and petrochemical segments posted higher gross margins.Enterprise Products generated a record $2.83B in adjusted EBITDA and raised its quarterly distribution 2.8%. Enterprise Products Partners L.P. (EPD - Free Report) reported second-quarter 2026 earnings of 84 cents per unit, up 27.3% from 66 cents per unit a year earlier. The bottom line topped the Zacks Consensus Estimate of 75 cents per unit by 12%.
Revenues surged 60.8% to $18.3 billion from $11.4 billion in the prior-year quarter. The top line surpassed the consensus estimate of $13.6 billion by 34.56%.
The strong quarterly results were driven by increased international demand, higher marketing margins and record system activity.
Equivalent pipeline volumes rose 8% to a record 14.7 million barrels per day (bpd), up from 13.6 million bpd in the year-ago quarter.
EPD Benefits From Broad-Based Margin GrowthTotal gross operating margin increased $514 million to a record $3 billion. The improvement included a $77 million increase in unrealized mark-to-market gains on financial instruments used for hedging activities.
Management attributed the strong quarter partly to acute global demand for U.S. energy during April and May. The partnership generated about $200 million from incremental volumes and margins tied to this demand, with the contribution distributed across NGL, crude oil, petrochemicals and other operations. Those market differentials largely normalized afterward.
Enterprise Products’ NGL Operations StrengthenThe NGL Pipelines & Services segment generated gross operating margin of $1.6 billion, up from $1.3 billion a year earlier. Gross operating margin from natural gas processing and related NGL marketing increased to $512 million from $341 million.
Permian Basin processing volumes rose 14% to 4.3 billion cubic feet per day (Bcf/d). Higher processing margins and volumes lifted results in both the Midland and Delaware basins. NGL marketing also benefited from improved sales margins, higher sales volumes and favorable mark-to-market activity.
NGL pipeline volumes increased 8% to a record 4.9 million barrels per day (MMBbl/d). Fractionation volumes reached 1.9 MMBbl/d, aided by Frac 14, which entered service in the fourth quarter of 2025.
EPD Posts Record Crude & Gas ResultsCrude Oil Pipelines and Services gross operating margin increased to $485 million from $403 million. Texas crude oil pipelines, terminals and marketing benefited from higher sales volumes and margins, while the Seaway Pipeline gained from increased pipeline and marine terminal activity.
Crude oil pipeline volumes reached a record 3 MMBbl/d, while crude marine terminal volumes rose to 1.1 MMBbl/d. Seaway volumes benefited from exports of crude originating from the U.S. Strategic Petroleum Reserve.
Natural Gas Pipelines and Services delivered a record gross operating margin of $556 million, up from $417 million a year earlier. Higher natural gas marketing margins, improved transportation fees on the Texas Intrastate System and increased Permian gathering volumes supported the gain.
Enterprise Products Expands Petrochemical MarginsPetrochemical and Refined Products Services gross operating margin rose to $418 million from $354 million. Segment pipeline volumes increased to a record 1.2 MMBbl/d, while marine terminal volumes advanced to 422,000 barrels per day (Bbl/d).
The ethylene business benefited from higher export, sales and pipeline volumes. Propylene production increased 14% to a record 134,000 Bbl/d, driving higher sales volumes and margins. Improved octane enhancement sales margins also contributed to the segment’s performance.
EPD Generates Record Cash FlowAdjusted EBITDA increased 17% to a record $2.83 billion. Operational distributable cash flow rose 21% to $2.31 billion and provided 1.9 times the coverage of the second-quarter distribution. Enterprise Products retained $1.1 billion of distributable cash flow.
Adjusted cash flow from operations advanced 19% to $2.52 billion.
Enterprise Products’ Balance sheet & DividendTotal debt principal was $33.53 billion at quarter-end. Enterprise Products reported a 3.0X leverage ratio and $4 billion of liquidity, later supplemented by an incremental $1 billion short-term credit facility.
The partnership declared a quarterly distribution of 56 cents per unit, up 2.8% and repurchased $159 million of common units during the quarter.
EPD Advances Growth ProjectsEnterprise Products invested $1.2 billion during the quarter, including $1 billion in growth projects and $140 million in sustaining capital. It expects 2026 growth capital spending in the range of $2.9-$3.4 billion after applying about $600 million of asset-sale proceeds. Sustaining capital expenditures are projected at approximately $600 million.
The partnership has $6.5 billion of major projects under construction. Planned additions include two 300 million-cubic-feet-per-day Permian processing plants and the 150,000 Bbl/d Frac 15 facility. The Houston Ship Channel LPG export terminal expansion is expected to begin operations by year-end 2026.
Management expects growth capital expenditures to be around $3 billion in 2027, with more than 80% already committed to sanctioned projects. Despite higher planned investment, discretionary free cash flow for 2026 could still approach $1 billion.
EPD’s Zacks Rank & Key PicksEnterprise Products currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks from the energy sector are PBF Energy Inc. (PBF - Free Report) , HF Sinclair Corporation (DINO - Free Report) and Cactus, Inc. (WHD - Free Report) . PBF sports a Zacks Rank #1 (Strong Buy), while DINO and WHD carry a Zacks Rank #2 (Buy) each, at present. You can see the complete list of today’s Zacks Rank #1 stocks here.
PBF reported second-quarter 2026 adjusted earnings of $6.22 per share, surpassing the Zacks Consensus Estimate of $4.05 per share.
As of June 30, 2026, PBF had total debt of $1.75 billion, and cash and cash equivalents of $894.1 million.
HF Sinclair reported second-quarter 2026 adjusted earnings of $5.31 per share, topping the Zacks Consensus Estimate of $4.39 per share.
As of June 30, 2026, DINO had total debt of $2.77 billion, and cash and cash equivalents of $2.26 billion.
Cactus reported second-quarter 2026 adjusted earnings of 93 cents per share, surpassing the Zacks Consensus Estimate of 71 cents per share.
As of June 30, 2026, WHD had cash and cash equivalents of $365 million.
Taysha Gene Therapies a Catalent uzavřely dohodu o komerční výrobě TSHA-102 pro Rettův syndrom, pokud FDA lék schválí. Catalent bude hlavním výrobcem a zajistí dlouhodobou kapacitu dodávek.
August 03, 2026 08:00 ET | Source: Taysha Gene Therapies, Inc.
CAMBRIDGE, Mass. and DALLAS and TAMPA, Fla., Aug. 03, 2026 (GLOBE NEWSWIRE) -- Taysha Gene Therapies, Inc., (Nasdaq: TSHA) (Taysha), a clinical-stage biotechnology company focused on developing adeno-associated virus (AAV)-based gene therapies for rare, monogenic diseases of the central nervous system, and Catalent, Inc., (Catalent), the leading global contract development and manufacturing organization (CDMO) dedicated to helping people live better and healthier lives, today announced a commercial supply agreement for TSHA-102, Taysha’s investigational gene therapy in pivotal development for Rett syndrome, under which Catalent will serve as Taysha’s primary commercial manufacturer following potential U.S. Food and Drug Administration (FDA) approval.
Building on a partnership that has supported the development of TSHA-102 since 2020, the agreement secures long-term commercial manufacturing capacity and a scalable supply framework to support a potential commercial launch and future demand. Catalent will provide GMP manufacturing and commercial supply of TSHA-102 at its FDA-licensed commercial gene therapy facility in Harmans, Maryland, leveraging its experience across more than 90 gene therapy programs, including multiple commercial products.
“As we continue to advance TSHA-102, establishing long-term commercial manufacturing capacity is a critical component of our launch readiness strategy,” said Sean P. Nolan, Chairman and Chief Executive Officer of Taysha. “Catalent's deep gene therapy expertise and proven commercial manufacturing capabilities make them an ideal partner as we expand our partnership to further strengthen our commercial infrastructure with a reliable, scalable supply framework. With BLA-enabling Process Performance Qualification activities underway, we believe we have established the manufacturing foundation necessary to support the strong demand we expect following the potential launch and commercialization of TSHA-102.”
“At Catalent, our priority is to support innovators who are redefining what’s possible for patients with rare diseases,” said David McErlane, Biologics Group President for Catalent. “Our partnership with Taysha brings together deep AAV expertise and a shared commitment to advancing a potential therapy for Rett syndrome—a condition with significant unmet need. We are proud to help enable the development and future supply of therapies that have the potential to make a meaningful difference for patients and their families.”
This partnership reflects Catalent’s continued commitment to supporting innovators across the cell and gene therapy landscape, providing end-to-end solutions from development through commercialization to help bring transformative therapies to patients.
About Rett Syndrome
Rett syndrome is a rare neurodevelopmental disorder caused by mutations in the X-linked MECP2 gene encoding methyl CpG-binding protein 2 (MeCP2), which is essential for regulating neuronal and synaptic function in the brain. The disorder is characterized by loss of communication and hand function, slowing and/or regression of development, motor and respiratory impairment, seizures, intellectual disabilities and shortened life expectancy. Rett syndrome progression is divided into four key stages, beginning with early onset stagnation at 6 to 18 months of age followed by rapid regression, plateau and late motor deterioration. Rett syndrome primarily occurs in females and is one of the most common genetic causes of severe intellectual disability. Currently, there are no approved disease-modifying therapies that treat the genetic root cause of the disease. Rett syndrome caused by a pathogenic/likely pathogenic MECP2 mutation is estimated to affect between 15,000 and 20,000 patients in the U.S., EU, and U.K.
About Taysha Gene Therapies
Taysha Gene Therapies (Nasdaq: TSHA) is a clinical-stage biotechnology company focused on advancing adeno-associated virus (AAV)-based gene therapies for severe monogenic diseases of the central nervous system. Its lead clinical program TSHA-102 is in development for Rett syndrome, a rare neurodevelopmental disorder with no approved disease-modifying therapies that address the genetic root cause of the disease. With a singular focus on developing transformative medicines, Taysha aims to address severe unmet medical needs and dramatically improve the lives of patients and their caregivers. The Company’s management team has proven experience in gene therapy development and commercialization. Taysha leverages this experience, its manufacturing process and a clinically and commercially proven AAV9 capsid in an effort to rapidly translate treatments from bench to bedside. For more information, please visit www.tayshagtx.com.
About Catalent
Catalent, Inc. is a leading global contract development and manufacturing organization (CDMO) championing the missions that help people live better and healthier lives. Every product that Catalent helps develop, manufacture and launch reflects its commitment to improve health outcomes around the world through its Patient First approach. Catalent provides unparalleled service to pharma, biotech and consumer health customers, delivering on their missions to transform lives. Catalent tailors end-to-end solutions to meet customers’ needs in all phases of development and manufacturing. With thousands of scientists and technicians and the latest technology platforms at nearly 40 global sites, Catalent supplies billions of doses of life-enhancing and life-saving treatments for patients annually. For more information, visit www.catalent.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “anticipates,” “believes,” “expects,” “intends,” “projects,” “plans,” and “future” or similar expressions are intended to identify forward-looking statements. Forward-looking statements include statements concerning the potential of TSHA-102 and Taysha’s other product candidates to positively impact quality of life and alter the course of disease in the patients Taysha seeks to treat, Taysha’s research, development and regulatory plans for its product candidates; the potential demand for TSHA-102; and the ability of the agreement between Taysha and Catalent to secure long-term commercial manufacturing capacity and a scalable supply framework for the commercial supply of TSHA-102. Forward-looking statements are based on management’s current expectations and are subject to various risks and uncertainties that could cause actual results to differ materially and adversely from those expressed or implied by such forward-looking statements. Accordingly, these forward-looking statements do not constitute guarantees of future performance, and you are cautioned not to place undue reliance on these forward-looking statements. Risks regarding Taysha’s business are described in detail in its SEC filings, including in Taysha’s Annual Report on Form 10-K for the year ended December 31, 2025 and Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, which is available on the SEC’s website at www.sec.gov. Additional information will be made available in other filings that Taysha makes from time to time with the SEC. These forward-looking statements speak only as of the date hereof, and Taysha disclaims any obligation to update these statements except as may be required by law.
Taysha Company Contact:
Hayleigh Collins
Senior Director, Corporate Communications and Investor Relations
Taysha Gene Therapies, Inc. [email protected]
Farmers National Bank boosted its stake in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 78.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,360 shares of the industrial products company’s stock after acquiring an additional 5,433 shares during the quarter. Eaton comprises 1.0% of Farmers National Bank’s investment portfolio, making the stock its 27th biggest holding. Farmers National Bank’s holdings in Eaton were worth $4,421,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds have also recently modified their holdings of the stock. PFA Pension Forsikringsaktieselskab purchased a new position in Eaton during the 4th quarter worth $97,989,000. Clal Insurance Enterprises Holdings Ltd grew its position in shares of Eaton by 112.6% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 336,060 shares of the industrial products company’s stock valued at $120,199,000 after purchasing an additional 178,000 shares during the last quarter. Munich Reinsurance Co Stock Corp in Munich grew its holdings in Eaton by 24,986.3% during the 1st quarter. Munich Reinsurance Co Stock Corp in Munich now owns 154,281 shares of the industrial products company’s stock valued at $55,182,000 after buying an additional 153,666 shares during the last quarter. Silvercrest Asset Management Group LLC increased its position in Eaton by 23.1% during the 4th quarter. Silvercrest Asset Management Group LLC now owns 310,859 shares of the industrial products company’s stock worth $99,012,000 after purchasing an additional 58,281 shares in the last quarter. Finally, Boston Trust Walden Corp grew its holdings in shares of Eaton by 1,560.4% during the first quarter. Boston Trust Walden Corp now owns 58,793 shares of the industrial products company’s stock worth $21,028,000 after buying an additional 55,252 shares in the last quarter. 82.97% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In A number of equities research analysts have recently commented on the company. Citigroup lifted their price objective on Eaton from $464.00 to $471.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. Evercore set a $453.00 target price on shares of Eaton in a research note on Monday, May 11th. Weiss Ratings downgraded Eaton from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, May 18th. Wells Fargo & Company boosted their price objective on shares of Eaton from $350.00 to $425.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 6th. Finally, Barclays upped their target price on Eaton from $340.00 to $392.00 and gave the company an “equal weight” rating in a research report on Wednesday, May 6th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $423.00.
Get Our Latest Research Report on Eaton
Eaton Trading Up 0.0% Eaton stock opened at $415.24 on Monday. Eaton Corporation, PLC has a 52-week low of $311.92 and a 52-week high of $436.74. The company has a quick ratio of 0.79, a current ratio of 1.24 and a debt-to-equity ratio of 0.91. The firm has a market capitalization of $161.24 billion, a price-to-earnings ratio of 42.24, a PEG ratio of 2.65 and a beta of 1.18. The firm has a 50-day moving average price of $404.88 and a two-hundred day moving average price of $385.53.
Eaton (NYSE:ETN – Get Free Report) last announced its quarterly earnings results on Friday, July 31st. The industrial products company reported $3.15 EPS for the quarter, beating the consensus estimate of $3.08 by $0.07. Eaton had a net margin of 12.75% and a return on equity of 24.58%. The company had revenue of $8.53 billion for the quarter, compared to analyst estimates of $8.16 billion. During the same quarter last year, the business earned $2.95 earnings per share. Eaton’s revenue was up 21.4% compared to the same quarter last year. Eaton has set its Q3 2026 guidance at 3.460-3.560 EPS and its FY 2026 guidance at 13.400-13.600 EPS. Sell-side analysts expect that Eaton Corporation, PLC will post 13.44 earnings per share for the current year.
Eaton Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Friday, August 7th will be paid a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Friday, August 7th. Eaton’s dividend payout ratio (DPR) is presently 43.01%.
Insider Activity In related news, Director Gerald Johnson bought 746 shares of the business’s stock in a transaction dated Friday, May 8th. The shares were bought at an average cost of $402.29 per share, with a total value of $300,108.34. Following the completion of the transaction, the director directly owned 1,414 shares of the company’s stock, valued at approximately $568,838.06. This trade represents a 111.68% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director Dorothy C. Thompson sold 167 shares of the business’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $385.00, for a total value of $64,295.00. Following the sale, the director owned 1,096 shares in the company, valued at approximately $421,960. The trade was a 13.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 21,028 shares of company stock valued at $8,614,793 over the last quarter. Insiders own 0.10% of the company’s stock.
Key Headlines Impacting Eaton Here are the key news stories impacting Eaton this week:
Positive Sentiment: Quarterly results exceeded expectations. Eaton reported adjusted EPS of $3.15, up from $2.95 a year earlier and above the $3.08 consensus. Sales rose 21.4% year over year to approximately $8.5 billion, exceeding estimates near $8.16 billion. GAAP EPS was $2.11 after amortization, acquisition-related and restructuring charges. Eaton Q2 Earnings and Revenues Top Estimates Positive Sentiment: Electrical demand and data-center growth remain powerful catalysts. Management cited strong Electrical Americas performance, accelerating orders and backlog, data-center demand, acquisitions and solid Aerospace results. The company also raised its organic-growth outlook, signaling continued momentum in its core businesses. Eaton’s Q2 Earnings Beat on Strong Electrical Sales, Outlook Raised Positive Sentiment: Full-year guidance was raised above consensus. Eaton forecast FY 2026 adjusted EPS of $13.40-$13.60, compared with consensus of $13.34. Analysts at Zacks Research subsequently increased several 2027 and 2028 EPS estimates, reflecting confidence in longer-term earnings growth. Eaton Reports Record Second Quarter 2026 Results Neutral Sentiment: Near-term expectations are largely priced in. Third-quarter EPS guidance of $3.46-$3.56 centers on $3.51, approximately in line with consensus. Eaton’s valuation is also elevated, with a reported price-to-earnings ratio above 40, while unusually high put-option activity highlights some investor caution. Eaton Q2 2026 Earnings Call Transcript About Eaton (Free Report)
Eaton (NYSE: ETN) is a diversified power management company that designs, manufactures and distributes products and systems to manage electrical, hydraulic and mechanical power. The company’s offerings are used to improve energy efficiency, reliability and safety across a wide range of applications, with core capabilities in electrical distribution and control, industrial hydraulics and aerospace systems.
Its product portfolio includes switchgear, circuit breakers, transformers, power distribution units, uninterruptible power supplies and surge protection devices for electrical infrastructure, along with hydraulic pumps, valves and filtration systems for industrial and mobile equipment.
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First Trust Advisors LP v prvním čtvrtletí snížil podíl v AutoZone o 68,3 % a prodal 4 110 akcií. Po prodeji držel 1 906 akcií v hodnotě 6,437 milionu USD.
First Trust Advisors LP decreased its holdings in AutoZone, Inc. (NYSE:AZO – Free Report) by 68.3% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,906 shares of the company’s stock after selling 4,110 shares during the quarter. First Trust Advisors LP’s holdings in AutoZone were worth $6,437,000 as of its most recent SEC filing.
Other institutional investors also recently modified their holdings of the company. Morgan Stanley boosted its stake in shares of AutoZone by 17.8% during the 4th quarter. Morgan Stanley now owns 492,794 shares of the company’s stock worth $1,671,323,000 after acquiring an additional 74,555 shares in the last quarter. Price T Rowe Associates Inc. MD raised its position in shares of AutoZone by 1.9% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 387,042 shares of the company’s stock worth $1,312,654,000 after purchasing an additional 7,390 shares during the period. Norges Bank purchased a new stake in shares of AutoZone during the fourth quarter valued at $939,205,000. First Manhattan CO. LLC. lifted its holdings in shares of AutoZone by 2.7% during the fourth quarter. First Manhattan CO. LLC. now owns 261,314 shares of the company’s stock valued at $886,246,000 after purchasing an additional 6,765 shares during the last quarter. Finally, Northern Trust Corp boosted its position in shares of AutoZone by 1.2% in the 3rd quarter. Northern Trust Corp now owns 189,789 shares of the company’s stock valued at $814,240,000 after purchasing an additional 2,333 shares during the period. Institutional investors own 92.74% of the company’s stock.
AutoZone Stock Performance Shares of AZO opened at $3,024.42 on Monday. The company has a market capitalization of $49.39 billion, a PE ratio of 20.79, a PEG ratio of 1.53 and a beta of 0.33. The company’s 50 day moving average price is $3,069.68 and its 200 day moving average price is $3,392.87. AutoZone, Inc. has a 52 week low of $2,902.20 and a 52 week high of $4,388.11.
AutoZone (NYSE:AZO – Get Free Report) last issued its earnings results on Tuesday, May 26th. The company reported $38.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $36.22 by $1.85. AutoZone had a net margin of 12.40% and a negative return on equity of 80.35%. The company had revenue of $4.84 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same quarter last year, the business posted $35.36 EPS. The company’s revenue for the quarter was up 8.4% on a year-over-year basis. On average, equities analysts forecast that AutoZone, Inc. will post 150.39 earnings per share for the current fiscal year.
AutoZone announced that its board has initiated a share buyback plan on Tuesday, June 16th that allows the company to repurchase $1.50 billion in shares. This repurchase authorization allows the company to purchase up to 3% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.
Wall Street Analyst Weigh In Several research firms have issued reports on AZO. BMO Capital Markets cut their price objective on AutoZone from $4,300.00 to $4,000.00 and set an “outperform” rating on the stock in a report on Wednesday, May 27th. DA Davidson decreased their target price on shares of AutoZone from $4,300.00 to $3,750.00 and set a “buy” rating for the company in a report on Wednesday, May 27th. Robert W. Baird dropped their target price on shares of AutoZone from $3,900.00 to $3,600.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 27th. BNP Paribas Exane cut their price target on shares of AutoZone from $4,478.00 to $3,979.00 and set an “outperform” rating on the stock in a report on Wednesday, May 27th. Finally, Citigroup reduced their price target on shares of AutoZone from $4,300.00 to $3,700.00 and set a “buy” rating for the company in a research report on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $4,040.87.
Get Our Latest Report on AutoZone
Insider Transactions at AutoZone In other news, Director Brian Hannasch bought 165 shares of the stock in a transaction on Friday, May 29th. The shares were purchased at an average price of $2,987.00 per share, for a total transaction of $492,855.00. Following the completion of the purchase, the director directly owned 1,219 shares of the company’s stock, valued at $3,641,153. This trade represents a 15.65% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 2.60% of the company’s stock.
AutoZone Company Profile (Free Report)
AutoZone, Inc (NYSE: AZO) is a retailer and distributor of automotive replacement parts and accessories. Headquartered in Memphis, Tennessee, the company supplies a wide range of aftermarket components, maintenance items and accessories for passenger cars, light trucks and commercial vehicles. Its product assortment includes engine parts, electrical components, batteries, brakes, filters, fluids and interior and exterior accessories, supported by inventory management and logistics systems to serve retail customers and professional service providers.
AutoZone serves both do‑it‑yourself (DIY) consumers and commercial customers such as independent repair shops and service centers.
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Varonis představil Agent Intent-Based Access Control (IBAC) v Atlasu, který hlídá chování AI agentů a může blokovat akce mimo zadání. Funkce je dostupná zákazníkům Varonis Atlas.
MIAMI, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, today announced Agent Intent-Based Access Control (IBAC), a new capability in Varonis Atlas that lets businesses connect AI agents to their enterprise data with safeguards that stop dangerous or out-of-policy behavior.
Agents are making headlines for going rogue, exposing sensitive company data and, in one case, deleting an entire production database.
Agents need broad access to data and tools to be useful, which is precisely what makes them risky, and role-based access control was never built to judge what a non-human identity does with the access it has.
"The question is no longer ‘Can a user access this data?’ but ‘In this context, should this agent be allowed to take action on this data?’" said Ron Bennatan, VP of AI and Data Security Strategy at Varonis. "We built Agent IBAC to give organizations assurance that their agents are acting as intended and not putting their business at risk."
How Agent IBAC Works
Agent IBAC checks whether an agent’s reasoning, tool use, and data access are consistent with its assigned instructions, and alerts on or blocks actions that do not align.
When an agent crosses the line, Atlas can quarantine the identity behind it and block everything that follows for a defined window.
Key Capabilities:
Intent drift detection: Compares the instruction an agent received to its reasoning, tool calls, and data access with lenient, balanced, and strict sensitivity settings.Full session evaluation: Reviews every prompt, response, and tool call in a session to catch risk that builds gradually, such as multi-turn jailbreak attempts. Customers can also define their own session policies in plain language.Quarantine: Blocks an identity or session after a violation for a window the customer sets, with admin controls to lift, extend, or make it permanent.Human in the loop: Routes a flagged action to a person for approval rather than blocking it outright.Complete audit trail: Records every prompt, response, and tool execution alongside the action Atlas took, for security, governance, and compliance teams. Agent IBAC works with the agents and AI tools organizations already run, including Claude Code, Cursor, GitHub Copilot, and Microsoft Copilot Studio. It is available today to Varonis Atlas customers and is part of the platform's broader approach to securing agents from code to runtime.
Additional Resources:
Learn more about Agent IBAC.Request your Varonis Atlas demo. Visit our blog, and join the conversation on LinkedIn and YouTube. About Varonis
Varonis (Nasdaq: VRNS) secures AI and the data that powers it. The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives and helps ensure safe and trustworthy AI from code to runtime. Backed by 24x7x365 managed detection and response, Varonis gives thousands of organizations worldwide the confidence to adopt AI, reduce data exposure, and stop AI-powered threats.
Investor Relations Contact:
Tim Perz
Varonis Systems, Inc.
646-640-2112 [email protected]
News Media Contact:
Rachel Hunt
Varonis Systems, Inc.
877-292-8767 (ext. 1598) [email protected]
Společnost Empowered Funds LLC ve 1. čtvrtletí zvýšila svůj podíl ve společnosti Apollo Global Management o 56,6 % na 40 811 akcií. Hodnota podílu činila 4,547 mil. USD.
Empowered Funds LLC raised its stake in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) by 56.6% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 40,811 shares of the financial services provider’s stock after buying an additional 14,749 shares during the period. Empowered Funds LLC’s holdings in Apollo Global Management were worth $4,547,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also modified their holdings of APO. Boston Partners boosted its stake in shares of Apollo Global Management by 106.7% in the fourth quarter. Boston Partners now owns 3,278,862 shares of the financial services provider’s stock worth $474,384,000 after buying an additional 1,692,532 shares during the last quarter. Temasek Holdings Private Ltd raised its position in Apollo Global Management by 214.4% during the first quarter. Temasek Holdings Private Ltd now owns 2,368,162 shares of the financial services provider’s stock valued at $263,861,000 after acquiring an additional 1,614,813 shares in the last quarter. Focus Partners Wealth raised its position in Apollo Global Management by 2,560.3% during the fourth quarter. Focus Partners Wealth now owns 1,404,576 shares of the financial services provider’s stock valued at $203,324,000 after acquiring an additional 1,351,778 shares in the last quarter. Corient Private Wealth LLC lifted its holdings in Apollo Global Management by 271.8% in the fourth quarter. Corient Private Wealth LLC now owns 1,024,143 shares of the financial services provider’s stock valued at $148,255,000 after acquiring an additional 748,697 shares during the period. Finally, Wellington Management Group LLP lifted its holdings in Apollo Global Management by 5,321.9% in the fourth quarter. Wellington Management Group LLP now owns 551,570 shares of the financial services provider’s stock valued at $79,845,000 after acquiring an additional 541,397 shares during the period. Institutional investors and hedge funds own 77.06% of the company’s stock.
Analyst Upgrades and Downgrades A number of equities research analysts have recently commented on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Apollo Global Management in a research note on Thursday, May 7th. BMO Capital Markets lowered their price target on shares of Apollo Global Management from $140.00 to $126.00 and set a “market perform” rating on the stock in a report on Monday, July 13th. Wall Street Zen raised shares of Apollo Global Management from a “strong sell” rating to a “sell” rating in a report on Sunday. UBS Group upped their price objective on shares of Apollo Global Management from $138.00 to $158.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Finally, Piper Sandler lowered their target price on shares of Apollo Global Management from $157.00 to $156.00 and set an “overweight” rating on the stock in a research note on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $149.08.
Read Our Latest Stock Report on APO
Key Headlines Impacting Apollo Global Management Here are the key news stories impacting Apollo Global Management this week:
Positive Sentiment: Investors are looking ahead to Apollo’s August 4, 2026, second-quarter earnings release. Preliminary figures disclosed in July indicated an estimated 10% annualized return for Athene’s main pooled alternative investment vehicle and 6% for other alternative investments, providing an encouraging backdrop for results. Apollo’s assets under management also exceeded $1 trillion in the first quarter. Apollo Global Management gains as investors look ahead to Q2 results Positive Sentiment: Wall Street’s median price target is reported at $146, above recent trading levels, and analysts maintain an overall “Moderate Buy” view. Upcoming projections focus on key Q2 metrics that could reinforce confidence in Apollo’s fee-related earnings and fundraising momentum. Apollo Global Management receives average Moderate Buy rating Insights into Apollo Global Management Q2 projections Neutral Sentiment: Apollo announced that its 6.75% Series A mandatory convertible preferred stock will automatically convert into common shares on July 31 at a rate of 0.5074 common shares per preferred share. The conversion expands common equity but may dilute existing shareholders; holders of record will receive a final $0.8438 preferred dividend. Apollo announces conversion rate for mandatory convertible preferred stock Neutral Sentiment: Apollo economist Torsten Slok warned that reduced Federal Reserve communication is contributing to volatile bond markets. Separately, reports that 30-year Treasury yields are near multi-decade highs suggest interest rates could remain elevated, potentially affecting asset valuations, credit conditions and deal activity. Apollo’s Slok discusses bond-market volatility US 30-year Treasury yield nears 20-year high Negative Sentiment: A Mississippi pension fund filed a lawsuit alleging Apollo downplayed ties involving Jeffrey Epstein. The allegations could create reputational, legal and governance risks, although the reports do not indicate a direct change to Apollo’s operating outlook. Mississippi pension fund sues Apollo over alleged downplayed Epstein ties Negative Sentiment: Recent disclosed insider activity shows three open-market sales by Apollo co-president John Zito totaling approximately 48,644 shares, with no reported purchases in the past six months. This is a secondary sentiment headwind for investors. Insider Buying and Selling at Apollo Global Management In related news, insider John P. Zito sold 48,644 shares of the business’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $130.66, for a total transaction of $6,355,825.04. Following the transaction, the insider directly owned 3,063,696 shares in the company, valued at approximately $400,302,519.36. The trade was a 1.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 8.30% of the company’s stock.
Apollo Global Management Stock Performance Shares of NYSE:APO opened at $126.03 on Monday. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.73 and a quick ratio of 1.73. The business’s 50 day moving average price is $125.34 and its 200-day moving average price is $123.13. The firm has a market capitalization of $72.66 billion, a PE ratio of 80.27, a P/E/G ratio of 1.10 and a beta of 1.51. Apollo Global Management Inc. has a 1 year low of $99.56 and a 1 year high of $153.29.
Apollo Global Management (NYSE:APO – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The financial services provider reported $1.94 EPS for the quarter, topping the consensus estimate of $1.89 by $0.05. Apollo Global Management had a return on equity of 14.43% and a net margin of 3.62%.The firm had revenue of $5.06 billion during the quarter, compared to analysts’ expectations of $5.19 billion. During the same period in the previous year, the business earned $1.82 earnings per share. The firm’s revenue for the quarter was down 8.8% on a year-over-year basis. As a group, equities research analysts expect that Apollo Global Management Inc. will post 8.18 earnings per share for the current fiscal year.
Apollo Global Management Increases Dividend The firm also recently announced a quarterly dividend, which was paid on Friday, May 29th. Stockholders of record on Tuesday, May 19th were given a $0.5625 dividend. This represents a $2.25 dividend on an annualized basis and a dividend yield of 1.8%. This is a positive change from Apollo Global Management’s previous quarterly dividend of $0.51. The ex-dividend date was Tuesday, May 19th. Apollo Global Management’s dividend payout ratio (DPR) is currently 143.31%.
Apollo Global Management Company Profile (Free Report)
Apollo Global Management, Inc (NYSE: APO) is a global alternative investment manager that specializes in private equity, credit and real assets. The firm originates, invests in and manages a broad set of strategies across distressed and opportunistic credit, direct lending, structured credit, buyouts and real estate. Apollo provides investment management and advisory services to institutional clients and individual investors through pooled funds, separate accounts and publicly listed investment vehicles.
Its private equity business pursues control and non-control investments across industries, often focusing on complex or distressed situations where operational improvement and capital solutions can create value.
Featured Stories Five stocks we like better than Apollo Global Management 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
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Guidewire v nové verzi Qusar představil Agentic Framework pro pojišťovny, který umožňuje budovat a řídit AI agenty na platformě Guidewire Cloud Platform. Developer Assistants mají zrychlit vývoj o více než 40 % oproti generickým kódovacím asistentům.
Qusar includes Guidewire-built claims and underwriting agents, plus Developer Assistants that help developers ship features more than 40% faster than with generic coding assistants
, /PRNewswire/ -- Guidewire (NYSE: GWRE) today launched the Agentic Framework in its new Qusar release, enabling insurers to build, deploy, and manage AI agents on Guidewire Cloud Platform. The framework delivers value grounded in Guidewire's deep insurance context across the functions that matter most to the business throughout the insurance lifecycle. Paired with new capabilities across Guidewire's application portfolio, the Agentic Framework empowers carriers to protect indemnity margins, and elevate underwriting decisions, giving them the operational speed and precision to compete with confidence.
Qusar introduces the Agentic Framework, along with Guidewire-built Claims and Underwriting Agents and Developer Assistants purpose-built for Guidewire developers. The Agentic Framework enables insurance carriers to choose the right AI model for each task and provides AI agents with secure, real-time access to policy, claims, and billing data and workflows. This allows complex, multi-step processes to run automatically, so decisions that once took days can happen in minutes.
"Insurers are increasingly recognizing that AI value comes from deep integration with core business processes, not from isolated experimentation," said Karlyn Carnahan, Executive Partner, Celent. "Agentic Framework addresses this directly by letting insurers deploy AI within their existing systems and workflows while maintaining operational control and compliance."
Qusar also introduces Guidewire-developed agents designed for specific insurance workflows.
Claim Summarization for ProNavigator**: Provides adjusters claim summaries, allowing them to focus on complex resolutions instead of manual note review Policy Change for ProNavigator*: Serves as an embedded assistant that helps underwriters and customer service representatives complete policy changes faster, leading to quicker turnaround and improved quote-to-bind ratios Agentic First Notice of Loss (FNOL)**: Guides claimants through the first notice of loss using conversational AI voice, capturing key claim details to improve the customer experience "Guidewire AI innovations are helping us transform how we support our teams and serve our members," said Garrett Anderson, Chief Information Officer, Automobile Club of Southern California. "By using AI to summarize claims and streamline key insurance workflows, we're improving efficiency, helping our adjusters focus on higher-value work, and creating a stronger foundation for future innovation."
Qusar also introduces Guidewire Developer and Builder Assistants that understand the Guidewire code base, programming languages, design patterns, and configurations. For application development, Developer Assistants streamline work across Gosu (Java-compatible Guidewire programming language), Integrations, Jutro (Guidewire digital platform), and Functions (serverless extensions)*. For data and product work, Data Curation Assistant for Data Studio* converts plain language into precise SQL, while Product Design Assistant for Advanced Product Designer (APD)* helps automate insurance product configuration.
"By building the Agentic Framework directly into Guidewire Cloud Platform, we are giving developers and AI builders the tools to engineer and safely deploy insurance-aware AI agents into their daily operations," said Diego Devalle, Chief Product Development Officer, Guidewire. "Additionally, Developer Assistants help teams deliver solutions more than 40% faster than generic coding assistants*** by combining AI capabilities with the deep contextual knowledge embodied in our platform. Our customers and partners are already seeing the tangible benefits, using these tools to quickly build and deploy AI agents that support both developers and business users."
For more detailed information, please visit the Qusar webpage and the Qusar release blog.
Certain release features may not be available in all regions.
*
Indicates product feature is available for Early Access customers only.
**
Indicates product feature is available for Restricted Availability customers only.
***
Based on Guidewire internal productivity benchmarks comparing Guidewire Developer Assistants to generic coding assistants across standard configuration tasks.
About Guidewire
Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently. More than 570 insurers in 43 countries, from new ventures to the largest and most complex in the world, rely on Guidewire products. With core systems leveraging data and analytics, digital, and artificial intelligence, Guidewire defines cloud platform excellence for P&C insurers.
We are proud of our unparalleled implementation record, with 1,700+ successful projects supported by the industry's largest R&D team and SI partner ecosystem. Our marketplace represents the largest partner community in P&C, where customers can access hundreds of applications to accelerate integration, localization, and innovation.
For more information, please visit www.guidewire.com and follow us on X and LinkedIn.
MEDIA CONTACT: Melissa Cobb, Director, Public Relations Guidewire Software, Inc. +1.650.464.1177, [email protected]
NOTE: For information about Guidewire trademarks, visit www.guidewire.com/legal-notices.
Cautionary Language Concerning Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding the general availability of features, programs, services, and tools related to Qusar mentioned in this press release (including, without limitation, Agentic Framework, Developer Assistants, and Agentic FNOL). These forward-looking statements are made as of the date they were first issued and were based on current expectations, estimates, forecasts and projections as well as the beliefs and assumptions of management. Words such as expect, anticipate, should, believe, hope, target, project, goals, estimate, potential, predict, may, will, might, could, intend, variations of these terms or the negative of these terms and similar expressions are intended to identify these forward-looking statements. Forward-looking statements are subject to a number of risks and uncertainties, many of which involve factors or circumstances that are beyond Guidewire's control. Guidewire's actual results could differ materially from those stated or implied in forward-looking statements due to a number of factors, including but not limited to, risks detailed in Guidewire's most recent Forms 10-K and 10-Q filed with the Securities and Exchange Commission as well as other documents that may be filed by Guidewire from time to time with the Securities and Exchange Commission. In particular, the following factors, among others, could cause results to differ materially from those expressed or implied by such forward-looking statements: quarterly and annual operating results may fluctuate more than expected; seasonal and other variations related to our customer agreements and related revenue recognition may cause significant fluctuations in our results of operations, Annual Recurring Revenue (ARR), and cash flows; our reliance on sales to and renewals from a relatively small number of large customers for a substantial portion of our revenue and ARR; our making long-term pricing commitments in our customer contracts based on available information and estimates about our future costs that may change; our ability to successfully manage our business model, including achieving market acceptance of our cloud-based services and products and the costs related to cloud operations, cybersecurity, product development, and services; the timing, success, and number of professional services engagements and the billing rates and utilization of our professional services employees and contractors; the impact of global events (including, without limitation, ongoing global conflicts, inflation, high interest rates, economic volatility, bank failures and associated financial instability, and supply chain issues) on our employees, our business, and the businesses of our customers, system integrator (SI) partners, and vendors; data security breaches of our cloud-based services and products or unauthorized access to our employees' or our customers' data; our competitive environment and changes thereto; issues in the development and use of artificial intelligence and machine learning combined with an uncertain regulatory environment; use of AI by our workforce may present risks to our business; errors or failures in our products or services, as well as service interruptions or failure of the third-party service providers we rely on; our services revenue produces lower gross margins than our license, subscription and support revenue; our product development and sales cycles are lengthy and may be affected by factors outside of our control; the impact of new regulations and laws (including, without limitation, security, privacy, artificial intelligence and machine learning, tax regulations and laws, and accounting standards); assertions by third parties that we violate their intellectual property rights; weakened global economic conditions may adversely affect the P&C insurance industry, including the rate of information technology spending; our ability to sell our services and products is highly dependent on the quality of our professional services and SI partners; the risk of losing key employees; the challenges of international operations, including changes in foreign exchange rates; and other risks and uncertainties. Past performance is not indicative of future results. The forward-looking statements included in this press release represent Guidewire's views as of the date of this press release. Guidewire anticipates that subsequent events and developments will cause its views to change. Guidewire undertakes no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. These forward-looking statements should not be relied upon as representing Guidewire's views as of any date subsequent to the date of this press release.
Krystal Biotech vykázala za čtvrtletí končící v červnu 2026 zisk 1,79 USD na akcii a tržby 119,22 milionu USD, obojí nad odhady. Akcie jsou letos výše asi o 38,4 %.
Krystal Biotech, Inc. (KRYS - Free Report) came out with quarterly earnings of $1.79 per share, beating the Zacks Consensus Estimate of $1.7 per share. This compares to earnings of $1.29 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.29%. A quarter ago, it was expected that this company would post earnings of $1.45 per share when it actually produced earnings of $1.83, delivering a surprise of +26.21%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Krystal Biotech, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $119.22 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.14%. This compares to year-ago revenues of $96.04 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Krystal Biotech shares have added about 38.4% since the beginning of the year versus the S&P 500's gain of 9.4%.
What's Next for Krystal Biotech?While Krystal Biotech has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Krystal Biotech was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.89 on $126.5 million in revenues for the coming quarter and $7.31 on $500.9 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
RenovoRx, Inc. (RNXT - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.
This company is expected to post quarterly loss of $0.08 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
RenovoRx, Inc.'s revenues are expected to be $0.73 million, up 72.6% from the year-ago quarter.
MSA Safety vyhlásila čtvrtletní dividendu 0,54 USD na kmenovou akcii, splatnou 10. září 2026. Na preferenční akcii bude dividenda 0,5625 USD, splatná 1. září 2026.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- The Board of Directors of MSA Safety Incorporated (NYSE: MSA) today declared a third quarter dividend of $0.54 per share on common stock, payable September 10, 2026, to shareholders of record on August 14, 2026.
The Board also declared a dividend of $0.5625 per share on preferred stock, payable September 1, 2026, to shareholders of record on August 14, 2026.
About MSA Safety
MSA Safety Incorporated (NYSE: MSA) is the global leader in advanced industrial safety technology products and solutions. Driven by its singular mission of safety, the company has been at the forefront of safety innovation since 1914, protecting workers and facility infrastructure around the world across a broad range of diverse end markets while creating sustainable value for shareholders. With 2025 revenues of $1.9 billion, MSA Safety is headquartered in Cranberry Township, Pennsylvania, and employs a team of approximately 5,300 associates across its more than 40 international locations. For more information, please visit www.MSASafety.com.
AST SpaceMobile má 3,8 miliardy USD likvidity a drží výhled tržeb na rok 2026 ve výši 150–200 milionů USD navzdory zpožděním startů. Klíčový bude start BlueBird 11–13 a komerční spuštění služby.
SummaryAST SpaceMobile has secured $3.8 billion of liquidity, accelerated manufacturing and maintained its $150-200 million 2026 revenue guidance despite launch delays. Nearly 60 mobile network partners, over $1.2 billion in commercial commitments and expanding defense contracts are bringing commercialization closer to reality. Investors should focus on the BlueBird 11-13 launch, deployment toward 45 satellites and commercial activation rather than quarterly earnings volatility. Trading at roughly 104x 2026 sales, ASTS already prices in flawless execution, making successful commercialization the key determinant of future returns. NicoElNino/iStock via Getty Images
The story behind AST SpaceMobile (ASTS) has changed from questioning the technology. This part is done. The next twelve months will decide whether the company succeeds in transforming one of the most ambitious plans in
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of ASTS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Cetera Investment Advisers boosted its position in Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) by 23.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 15,963 shares of the restaurant operator’s stock after acquiring an additional 2,991 shares during the period. Cetera Investment Advisers’ holdings in Domino’s Pizza were worth $5,728,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently modified their holdings of the company. Berkshire Hathaway Inc raised its stake in shares of Domino’s Pizza by 12.3% during the fourth quarter. Berkshire Hathaway Inc now owns 3,350,000 shares of the restaurant operator’s stock valued at $1,396,347,000 after acquiring an additional 368,055 shares during the last quarter. T. Rowe Price Investment Management Inc. grew its stake in shares of Domino’s Pizza by 0.4% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,008,278 shares of the restaurant operator’s stock worth $837,091,000 after purchasing an additional 7,497 shares during the last quarter. State Street Corp grew its stake in shares of Domino’s Pizza by 3.8% in the fourth quarter. State Street Corp now owns 1,368,924 shares of the restaurant operator’s stock worth $570,595,000 after purchasing an additional 49,613 shares during the last quarter. Geode Capital Management LLC grew its stake in shares of Domino’s Pizza by 1.9% in the fourth quarter. Geode Capital Management LLC now owns 1,026,391 shares of the restaurant operator’s stock worth $432,033,000 after purchasing an additional 19,019 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in Domino’s Pizza by 4.5% during the 4th quarter. Invesco Ltd. now owns 961,000 shares of the restaurant operator’s stock valued at $400,564,000 after purchasing an additional 41,170 shares during the period. Hedge funds and other institutional investors own 94.63% of the company’s stock.
Domino’s Pizza News Summary Here are the key news stories impacting Domino’s Pizza this week:
Positive Sentiment: Zacks raised its Q3 2026 EPS estimate to $4.25 from $4.22, increased its Q4 2026 forecast to $6.00 from $5.98, and lifted its Q2 2027 estimate to $4.55 from $4.42. These revisions point to slightly stronger expectations for portions of the near-term earnings outlook. Domino’s Pizza analyst estimate report Neutral Sentiment: The current-year consensus EPS estimate remains approximately $18.90, while Zacks projects FY2026 EPS of $18.44. The small differences indicate that the revisions are unlikely to materially change the immediate earnings narrative on their own. Negative Sentiment: Zacks lowered its Q3 2027 EPS estimate to $4.64 from $4.79, cut Q4 2027 to $6.81 from $6.84, and reduced Q1 2028 to $4.58 from $4.60. It also lowered FY2026 EPS to $18.44 from $18.59, leaving the forecast below the current consensus. Negative Sentiment: The largest revision was to FY2028 EPS, which fell to $21.58 from $22.34. That reduction implies weaker longer-term earnings growth than previously expected and may be contributing to investor caution, particularly with the stock trading near its 200-day moving average. Analysts Set New Price Targets DPZ has been the subject of a number of recent analyst reports. Oppenheimer lowered their price target on Domino’s Pizza from $465.00 to $415.00 and set an “outperform” rating for the company in a research report on Tuesday, July 21st. Jefferies Financial Group reduced their target price on Domino’s Pizza from $400.00 to $350.00 and set a “hold” rating on the stock in a research note on Tuesday, April 28th. BTIG Research restated a “buy” rating and set a $425.00 target price on shares of Domino’s Pizza in a report on Tuesday, July 21st. The Goldman Sachs Group decreased their target price on Domino’s Pizza from $480.00 to $430.00 and set a “buy” rating for the company in a report on Tuesday, April 28th. Finally, Northcoast Research dropped their price target on Domino’s Pizza from $525.00 to $445.00 and set a “buy” rating for the company in a research note on Tuesday, April 28th. Eighteen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $402.16.
Check Out Our Latest Stock Report on Domino’s Pizza
Domino’s Pizza Price Performance DPZ stock opened at $347.44 on Monday. Domino’s Pizza Inc has a 1 year low of $282.00 and a 1 year high of $477.00. The firm has a 50-day moving average of $314.47 and a 200 day moving average of $353.06. The company has a market cap of $11.49 billion, a P/E ratio of 19.71, a PEG ratio of 1.67 and a beta of 0.94.
Domino’s Pizza (NASDAQ:DPZ – Get Free Report) last posted its quarterly earnings data on Monday, July 20th. The restaurant operator reported $4.07 earnings per share for the quarter, missing the consensus estimate of $4.17 by ($0.10). The firm had revenue of $1.19 billion for the quarter. Domino’s Pizza had a net margin of 11.86% and a negative return on equity of 15.15%. The business’s quarterly revenue was up 4.3% on a year-over-year basis. During the same quarter last year, the firm posted $3.81 earnings per share. On average, equities research analysts expect that Domino’s Pizza Inc will post 18.88 earnings per share for the current fiscal year.
Domino’s Pizza Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th will be paid a $1.99 dividend. This represents a $7.96 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, September 15th. Domino’s Pizza’s dividend payout ratio (DPR) is presently 45.15%.
Insider Buying and Selling In related news, EVP Kelly E. Garcia sold 12,430 shares of the company’s stock in a transaction on Wednesday, July 22nd. The stock was sold at an average price of $322.04, for a total value of $4,002,957.20. Following the sale, the executive vice president directly owned 9,352 shares of the company’s stock, valued at $3,011,718.08. This represents a 57.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Russell J. Weiner sold 10,850 shares of the stock in a transaction on Friday, July 17th. The stock was sold at an average price of $330.83, for a total value of $3,589,505.50. Following the completion of the transaction, the chief executive officer owned 43,829 shares of the company’s stock, valued at approximately $14,499,948.07. This trade represents a 19.84% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 24,742 shares of company stock valued at $8,041,746. 0.89% of the stock is currently owned by company insiders.
Domino’s Pizza Company Profile (Free Report)
Domino’s Pizza, Inc (NASDAQ: DPZ) is a global pizza delivery and carryout chain founded in 1960 and headquartered in Ann Arbor, Michigan. The company specializes in a broad range of hand‐crafted pizzas, including hand-tossed, thin crust and specialty offerings, alongside side items such as chicken wings, sandwiches, pasta, desserts and beverages. Domino’s has built its brand on convenience and speed, leveraging proprietary ordering platforms and its Domino’s Tracker system to provide real-time status updates from order placement through delivery.
Operating predominantly under a franchise model, Domino’s has more than 17,000 stores worldwide, with approximately 95% of outlets owned and operated by independent franchisees.
Recommended Stories Five stocks we like better than Domino’s Pizza 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 DPZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Domino’s Pizza Inc (NASDAQ:DPZ – Free Report).
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First Trust Advisors LP ve 1. čtvrtletí snížila podíl v Domino’s Pizza o 54,1 % a držela akcie v hodnotě 6,325 milionu USD. Zatímco několik jiných investorů podíly zvýšilo, analytici mají na DPZ konsenzus „Moderate Buy“.
First Trust Advisors LP decreased its holdings in shares of Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) by 54.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,628 shares of the restaurant operator’s stock after selling 20,767 shares during the quarter. First Trust Advisors LP owned 0.05% of Domino’s Pizza worth $6,325,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also recently bought and sold shares of the business. Teacher Retirement System of Texas lifted its stake in shares of Domino’s Pizza by 55.7% in the 4th quarter. Teacher Retirement System of Texas now owns 45,212 shares of the restaurant operator’s stock valued at $18,845,000 after purchasing an additional 16,179 shares during the last quarter. Amica Mutual Insurance Co. increased its position in Domino’s Pizza by 59.8% during the fourth quarter. Amica Mutual Insurance Co. now owns 16,576 shares of the restaurant operator’s stock worth $6,909,000 after buying an additional 6,203 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Domino’s Pizza by 10.2% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 67,117 shares of the restaurant operator’s stock valued at $28,544,000 after buying an additional 6,223 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in Domino’s Pizza by 21,977.5% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 914,672 shares of the restaurant operator’s stock valued at $381,254,000 after purchasing an additional 910,529 shares during the last quarter. Finally, Fisher Asset Management LLC raised its position in shares of Domino’s Pizza by 18.0% in the fourth quarter. Fisher Asset Management LLC now owns 34,632 shares of the restaurant operator’s stock valued at $14,436,000 after purchasing an additional 5,282 shares during the period. 94.63% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In Several research firms recently issued reports on DPZ. Piper Sandler decreased their price objective on shares of Domino’s Pizza from $421.00 to $359.00 and set a “neutral” rating for the company in a report on Monday, April 27th. Robert W. Baird dropped their price target on Domino’s Pizza from $400.00 to $350.00 and set an “outperform” rating on the stock in a research report on Tuesday, June 23rd. Loop Capital dropped their price objective on shares of Domino’s Pizza from $574.00 to $500.00 and set a “buy” rating on the stock in a report on Tuesday, April 28th. Deutsche Bank Aktiengesellschaft cut their price objective on shares of Domino’s Pizza from $435.00 to $385.00 and set a “buy” rating for the company in a research report on Thursday, July 9th. Finally, Benchmark restated a “buy” rating on shares of Domino’s Pizza in a research note on Tuesday, July 21st. Eighteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Domino’s Pizza has a consensus rating of “Moderate Buy” and an average target price of $402.16.
Read Our Latest Stock Analysis on DPZ
Insider Transactions at Domino’s Pizza In other news, EVP Kelly E. Garcia sold 12,430 shares of the business’s stock in a transaction dated Wednesday, July 22nd. The stock was sold at an average price of $322.04, for a total transaction of $4,002,957.20. Following the completion of the transaction, the executive vice president directly owned 9,352 shares in the company, valued at approximately $3,011,718.08. The trade was a 57.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Russell J. Weiner sold 10,850 shares of the firm’s stock in a transaction on Friday, July 17th. The stock was sold at an average price of $330.83, for a total value of $3,589,505.50. Following the sale, the chief executive officer directly owned 43,829 shares in the company, valued at $14,499,948.07. The trade was a 19.84% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 24,742 shares of company stock worth $8,041,746. Corporate insiders own 0.89% of the company’s stock.
More Domino’s Pizza News Here are the key news stories impacting Domino’s Pizza this week:
Positive Sentiment: Zacks raised its Q3 2026 EPS estimate to $4.25 from $4.22, increased its Q4 2026 forecast to $6.00 from $5.98, and lifted its Q2 2027 estimate to $4.55 from $4.42. These revisions point to slightly stronger expectations for portions of the near-term earnings outlook. Domino’s Pizza analyst estimate report Neutral Sentiment: The current-year consensus EPS estimate remains approximately $18.90, while Zacks projects FY2026 EPS of $18.44. The small differences indicate that the revisions are unlikely to materially change the immediate earnings narrative on their own. Negative Sentiment: Zacks lowered its Q3 2027 EPS estimate to $4.64 from $4.79, cut Q4 2027 to $6.81 from $6.84, and reduced Q1 2028 to $4.58 from $4.60. It also lowered FY2026 EPS to $18.44 from $18.59, leaving the forecast below the current consensus. Negative Sentiment: The largest revision was to FY2028 EPS, which fell to $21.58 from $22.34. That reduction implies weaker longer-term earnings growth than previously expected and may be contributing to investor caution, particularly with the stock trading near its 200-day moving average. Domino’s Pizza Stock Performance NASDAQ DPZ opened at $347.44 on Monday. The firm has a market cap of $11.49 billion, a price-to-earnings ratio of 19.71, a PEG ratio of 1.67 and a beta of 0.94. The company has a 50 day moving average of $314.47 and a 200-day moving average of $353.06. Domino’s Pizza Inc has a 1-year low of $282.00 and a 1-year high of $477.00.
Domino’s Pizza (NASDAQ:DPZ – Get Free Report) last announced its earnings results on Monday, July 20th. The restaurant operator reported $4.07 EPS for the quarter, missing the consensus estimate of $4.17 by ($0.10). Domino’s Pizza had a negative return on equity of 15.15% and a net margin of 11.86%.The business had revenue of $1.19 billion during the quarter. During the same quarter in the prior year, the firm earned $3.81 earnings per share. Domino’s Pizza’s quarterly revenue was up 4.3% compared to the same quarter last year. On average, analysts forecast that Domino’s Pizza Inc will post 18.88 earnings per share for the current year.
Domino’s Pizza Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 15th will be issued a dividend of $1.99 per share. This represents a $7.96 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, September 15th. Domino’s Pizza’s payout ratio is currently 45.15%.
About Domino’s Pizza (Free Report)
Domino’s Pizza, Inc (NASDAQ: DPZ) is a global pizza delivery and carryout chain founded in 1960 and headquartered in Ann Arbor, Michigan. The company specializes in a broad range of hand‐crafted pizzas, including hand-tossed, thin crust and specialty offerings, alongside side items such as chicken wings, sandwiches, pasta, desserts and beverages. Domino’s has built its brand on convenience and speed, leveraging proprietary ordering platforms and its Domino’s Tracker system to provide real-time status updates from order placement through delivery.
Operating predominantly under a franchise model, Domino’s has more than 17,000 stores worldwide, with approximately 95% of outlets owned and operated by independent franchisees.
Featured Articles Five stocks we like better than Domino’s Pizza 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 DPZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Domino’s Pizza Inc (NASDAQ:DPZ – Free Report).
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