Track market-moving stories before they get noisy

Key Takeaways MercadoLibre issued 2.7 million cards in Q1 2026, lifting its card portfolio 104% to $6.6 billion.The card boosts marketplace conversion, GMV per user and transaction frequency through cross-selling.Its 15-90-day NPL ratio fell 80 basis points as expansion advanced in Mexico and Argentina. MercadoLibre, Inc. (MELI - Free Report) continues to deepen its ecosystem integration through its credit card business, which is emerging as a central driver of user engagement. During the first quarter of 2026, the company issued 2.7 million credit cards, expanding its credit card portfolio by 104% year over year to $6.6 billion. This growth brought credit card balances to 46% of the total credit portfolio, up from 42% in the prior-year period. Total payment volume for credit cards surged 90% year over year, while monthly active users increased 68%.

The credit card plays a strategic role in converting marketplace-only buyers into active fintech participants. Management emphasizes that this product strengthens the cross-sell flywheel by lifting marketplace conversion rates, boosting gross merchandise volume per user and increasing overall transaction frequency across the platform. Rich proprietary data from marketplace interactions allows the firm to enhance underwriting precision continuously. As a result, credit asset quality improved as the card’s 15-90-day non-performing loan ratio declined by 80 basis points year over year.

In Brazil, older cardholder cohorts are maturing steadily, helping offset the initial margin dilution associated with rapid card expansion. Based on predictable payback periods and solid credit performance, MercadoLibre is expanding credit card issuance in Mexico and scaling early-stage efforts in Argentina. By combining high consumer engagement with refined risk models, the credit card operation proves that fintech expansion directly reinforces core marketplace performance.

What the Latest Metrics Say About MercadoLibreMercadoLibre, which competes with Amazon.com, Inc. (AMZN - Free Report) and Sea Limited (SE - Free Report) , has seen its shares tumble 15% over the past six months compared with the industry’s 2.5% decline. While Amazon shares have jumped 6.6%, Sea Limited has fallen 14% in the aforementioned period.
 

Image Source: Zacks Investment Research

From a valuation standpoint, MercadoLibre's forward 12-month price-to-earnings (P/E) ratio stands at 35.89, higher than the industry’s ratio of 21.92. The stock is also trading above its 12-month median level of 34.46.

MercadoLibre is trading at a premium to Amazon (with a forward 12-month P/E ratio of 26.08) and Sea Limited (21.16).

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for MercadoLibre’s current financial-year sales and earnings per share implies year-over-year growth of 39.7% and 4.1%, respectively. For the next fiscal year, the consensus estimate indicates a 26.6% rise in sales and 44.4% growth in earnings.

Image Source: Zacks Investment Research

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

Increased Middle East capability primed to meet future demands of widebody platforms

, /PRNewswire/ -- Farnborough International Airshow – Collins Aerospace, an RTX (NYSE: RTX) business, and Etihad Airways Engineering LLC (Etihad Engineering) announced a joint venture agreement at the Farnborough International Airshow to provide maintenance, repair and overhaul (MRO) services in Abu Dhabi, United Arab Emirates. The JV will provide nacelle and thrust reverser maintenance solutions, along with asset support services, for Airbus A350 and Boeing 787 widebody fleets across regional and international carriers.

As part of the agreement, Collins will relocate existing UAE nacelle operations to Etihad Engineering's 550,000-square-meter aviation maintenance centre of excellence near Zayed International Airport, doubling Collins' current nacelle MRO footprint in the Middle East. The 3,250-square-meter facility is expected to be operational in the first quarter of 2027.

"By co-locating with Etihad Engineering's rapidly expanding heavy maintenance facility, Collins can deliver enhanced service levels and technical expertise to meet the demand of the Middle East region's fast growing aviation market," said PJ Titone, vice president and general manager of Advanced Structures for Collins Aerospace. "This joint venture expands our global MRO footprint and supports the rising number of commercial aircraft equipped with Collins nacelles helping carriers across the region reduce costs and improve turnaround times."

Etihad Engineering, a part of Abu Dhabi Aviation (ADA) group of companies, is one of the world's leading aircraft MRO service providers, offering extensive aircraft maintenance and engineering solutions across a range of airframe maintenance and component repair services. The establishment of the JV will complement and expand Etihad Engineering's existing aircraft maintenance solutions and provide airline customers in the region and from around the world with enhanced nacelle MRO services.

Mahmood Al Hameli, Group CEO of Abu Dhabi Aviation (ADA), said: "This new capability aligns with our Group's long-term commitment to organic growth through capability enhancement and the development of local expertise. This not only broadens our service offerings but also enhances resilience and provides better responsiveness to our customers."

"We offer our global customer base a wide range of industry-leading aircraft maintenance and engineering services in Abu Dhabi as a one-stop MRO solutions partner. The creation of this JV with Collins Aerospace strengthens our world-class value proposition by adding high-quality nacelle maintenance and thrust reverser MRO services to our comprehensive existing portfolio for our customers from all over the world," said Daniel Hoffmann, CEO of Etihad Engineering.

The JV will operate as part of Collins' aerostructures aftermarket network supported by a global team.

About Collins Aerospace
Collins Aerospace, an RTX business, provides advanced aerospace and defense solutions across avionics, aircraft interiors, aerostructures and engine components, mission systems, and power and control systems. Our global employees are dedicated to delivering innovative technologies to enhance aircraft performance, passenger comfort, operational safety and reliability. 

About RTX
With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.

About Etihad Engineering
Etihad Engineering is one of the world's leading commercial aircraft maintenance, repair and overhaul (MRO) services providers and the largest in the Middle East. The company offers comprehensive aircraft maintenance and engineering services, including design, advanced composite repair, cabin refurbishment and component services, as well as technical training, from its state-of-the-art 550,000 sqm facility located in Abu Dhabi, adjacent to Zayed International Airport. The 2000-strong Etihad Engineering team with professionals from more than 50 nations has successfully completed aircraft maintenance projects over the years for hundreds of satisfied customers from all over the world. For more information, please visit: www.etihadengineering.com and follow the latest company updates on LinkedIn at https://www.linkedin.com/company/etihad-engineering 

For questions or to schedule an interview, please contact [email protected] and Farrukh Naeem for Etihad Engineering at [email protected].

SOURCE RTX

AGNC Investment Corp. (AGNC) Q2 2026 Earnings Call July 21, 2026 8:30 AM EDT

Company Participants

Katherine Turlington - Investor Relations Analyst
Peter Federico - President, CEO & Director and Chief Investment Officer
Bernice Bell - Executive VP & CFO

Conference Call Participants

Douglas Harter - BTIG, LLC, Research Division
Crispin Love - Piper Sandler & Co., Research Division
Ameeta Lobo Nelson - UBS Investment Bank, Research Division
Jason Weaver - JonesTrading Institutional Services, LLC, Research Division
Bose George - Keefe, Bruyette, & Woods, Inc., Research Division
Trevor Cranston - Citizens JMP Securities, LLC, Research Division
Hong Zhang - JPMorgan Chase & Co, Research Division
Harsh Hemnani - Green Street Advisors, LLC, Research Division

Presentation

Operator

Good morning and welcome to the AGNC Investment Corp. Second Quarter 2026 Shareholder Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Katie Turlington in Investor Relations. Please go ahead.

Katherine Turlington
Investor Relations Analyst

Thank you all for joining AGNC Investment Corp.'s Second Quarter 2026 Earnings Call. Before we begin, I'd like to review the safe harbor statement. This conference call and corresponding slide presentation contains statements that, to the extent they are not recitations of historical facts, constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All such forward-looking statements are intended to be subject to the safe harbor protection provided by the reform act. Actual outcomes and results could differ materially from those forecast due to the impact of many factors beyond the control of AGNC.

All forward-looking statements included in this presentation are made only as of the date of this presentation and are subject to change without notice. Certain factors that could cause actual results to differ materially from those contained in the forward-looking statements are included in AGNC's periodic

Ares Capital (ARCC +0.63%) currently yields just over 10%. That's about 10 times higher than the S&P 500.

At that rate, investing $5,000 into the business development company's (BDC) stock would generate a little more than $500 a year in passive income. That's, of course, if Ares Capital can maintain its current dividend rate. Here's a look at the sustainability of its high-yielding payout.

Image source: Getty Images.

Getting tighter, but not a concern yet Ares Capital has an excellent dividend track record. The BDC has paid a stable or growing regular dividend for over 16 consecutive years. That's impressive in the BDC space, as many of its peers have had to cut their payouts over the years due to falling earnings.

There's some concern about the sustainability of Ares Capital's dividend, given the recent decline in its core earnings. The BDC reported $0.47 per share of core earnings in the first quarter, down from $0.50 per share in the fourth quarter and year-ago period. As a result, core earnings fell short of the $0.48-per-share quarterly dividend.

Today's Change

(

0.63

%) $

0.12

Current Price

$

19.10

However, that doesn't mean a payout cut is forthcoming. Ares Capital also reported $0.15 per share of realized gains in the first quarter. Add that to core earnings, and its combined income was more than enough to cover the payout. Further, the BDC has built up a sizable cushion of spillover income from excess earnings carried over from last year ($1.38 per share). Additionally, the company highlighted several other factors on its first-quarter call that point to continued dividend stability and growth. It has modest leverage, the interest rate environment is stabilizing, and its portfolio's current credit performance aligns with its historical track record.

Given all these factors, a $5,000 investment in Ares Capital should generate $500 in dividend income over the next year. While it's a higher-risk dividend stock that investors will need to monitor more closely, it has the potential to continue paying at or above its current annual dividend rate for the foreseeable future.

Matt DiLallo has positions in Ares Capital. The Motley Fool has positions in and recommends Ares Capital. The Motley Fool has a disclosure policy.

Key Takeaways SLB is scheduled to report second-quarter 2026 results on July 24 before the opening bell.SLB's second-quarter revenues are projected to increase 1.9% year over year to $8.71 billion.Higher year-over-year oil prices likely supported drilling activity during the June-end quarter. SLB (SLB - Free Report) is set to report second-quarter 2026 results on July 24, 2026, before the opening bell.

In the last reported quarter, its adjusted earnings of 52 cents per share topped the Zacks Consensus Estimate of 51 cents, primarily driven by a revenue increase in the Digital segment and contributions from the ChampionX acquisition. However, operational disruptions due to the Middle East conflict affected the Reservoir Performance and the Well Construction segments.

The company beat the Zacks Consensus Estimate for earnings in each of the trailing four quarters, delivering an average surprise of 3.32%. This is depicted in the graph below:

Estimate Trend for SLBThe Zacks Consensus Estimate for second-quarter earnings per share of 51 cents has seen downward revisions in the past seven days. The estimated figure indicates a 31.1% decline from the prior-year reported figure.

The Zacks Consensus Estimate for revenues is pegged at $8.71 billion, indicating an increase of 1.9% from the year-ago recorded figure.

Factors to Consider for SLB's Q2 ResultsSLB is a prominent name in the oilfield services industry, providing a comprehensive range of services to the oil and gas industry. As an oilfield services provider, SLB’s business model is highly exposed to commodity price volatility.

According to data from the U.S. Energy Information Administration (“EIA”), the Cushing, OK, WTI Spot Price per barrel averaged $100.32, $102.13 and $84.81 in April, May and June, respectively, significantly higher than the $63.54, $62.17 and $68.17 recorded in the same period of 2025. This significant year-over-year improvement in oil prices is likely to have increased the pace of drilling activity, creating potential tailwinds for SLB's performance in the June-end quarter.

Earnings Whispers for SLBOur proven model does not conclusively predict an earnings beat for SLB this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that is not the case here, as you will see below.

Earnings ESP of SLB: SLB has an Earnings ESP of -1.96%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

SLB'S Zacks Rank: SLB currently carries a Zacks Rank #4 (Sell).

Stocks to ConsiderHere are some stocks that you may want to consider, as these have the right combination of elements to post an earnings beat this reporting cycle.

NOV Inc. (NOV - Free Report) has an Earnings ESP of +19.69% and currently has a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

NOV is scheduled to release second-quarter 2026 earnings on July 28, 2026. The Zacks Consensus Estimate for NOV’s earnings is pegged at 16 cents per share, indicating a 44.8% decline from the prior-year reported figure.

Cactus, Inc. (WHD - Free Report) has an Earnings ESP of +7.04% and carries a Zacks Rank of 2 at present. Cactus is scheduled to release second-quarter 2026 earnings on July 29.

The Zacks Consensus Estimate for WHD’s earnings is pegged at 71 cents per share, suggesting a 7.6% improvement from the prior-year reported figure.

HF Sinclair Corporation (DINO - Free Report) has an Earnings ESP of +11.69% and a Zacks Rank of 2. HF Sinclair is scheduled to release second-quarter 2026 earnings on July 28.

The Zacks Consensus Estimate for DINO’s earnings is pegged at $3.93 per share, suggesting a 131.2% increase from the prior-year reported figure.

The market expects Rithm (RITM - Free Report) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 28. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis real estate investment trust is expected to post quarterly earnings of $0.50 per share in its upcoming report, which represents a year-over-year change of -7.4%.

Revenues are expected to be $1.46 billion, up 19.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.38% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Rithm?For Rithm, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -2.00%.

On the other hand, the stock currently carries a Zacks Rank of #4.

So, this combination makes it difficult to conclusively predict that Rithm will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Rithm would post earnings of $0.53 per share when it actually produced earnings of $0.51, delivering a surprise of -3.77%.

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

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Rithm doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAnother stock from the Zacks Financial - Miscellaneous Services industry, ChoiceOne Financial Services, Inc. (COFS - Free Report) , is soon expected to post earnings of $0.88 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of -3.3%. Revenues for the quarter are expected to be $43.1 million, up 0.6% from the year-ago quarter.

The consensus EPS estimate for ChoiceOne Financial Services has remained unchanged over the last 30 days. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +2.27%.

When combined with a Zacks Rank of #3 (Hold), this Earnings ESP indicates that ChoiceOne Financial Services will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

D.R. Horton, Inc. (DHI) Q3 2026 Earnings Call July 21, 2026 8:30 AM EDT

Company Participants

Jessica Hansen - Senior VP of Communications & People and Head of Investor Relations
Paul Romanowski - President, CEO & Director
Michael Murray - Executive VP & COO
Bill Wheat - Executive VP & CFO

Conference Call Participants

John Lovallo - UBS Investment Bank, Research Division
Stephen Kim - Evercore ISI Institutional Equities, Research Division
Alan Ratner - Zelman & Associates LLC
Matthew Bouley - Barclays Bank PLC, Research Division
Eric Bosshard - Cleveland Research Company LLC
Richard Reid - Wells Fargo Securities, LLC, Research Division
Ryan Gilbert - BTIG, LLC, Research Division
Anthony Pettinari - Citigroup Inc., Research Division
Rafe Jadrosich - BofA Securities, Research Division
Trevor Allinson - Wolfe Research, LLC
Susan Maklari - Goldman Sachs Group, Inc., Research Division
Michael Dahl - RBC Capital Markets, Research Division
Buck Horne - Raymond James & Associates, Inc., Research Division
Kenneth Zener - Seaport Research Partners
Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division
Jay McCanless - Citizens JMP Securities, LLC, Research Division
Alex Barrón - Housing Research Center, LLC

Presentation

Operator

Good morning, and welcome to the Third Quarter 2026 Earnings Conference Call for D.R. Horton, America's Builder. [Operator Instructions] Please note this conference is being recorded.

I will now turn the call over to Jessica Hansen, Senior Vice President of Communications for D.R. Horton.

Jessica Hansen
Senior VP of Communications & People and Head of Investor Relations

Thank you, Paul, and good morning. Welcome to our call to discuss our financial results for the third quarter of fiscal 2026.

Before we get started, today's call includes forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. Although D.R. Horton believes any such statements are based on reasonable assumptions, there is no assurance that actual outcomes will not be materially different. All forward-looking statements are based upon information available to

Zions Bancorp (NASDAQ:ZION) reported upbeat earnings for the second quarter on Monday.

The company posted quarterly earnings of $3.05 per share which beat the analyst consensus estimate of $1.71 per share. The company reported quarterly sales of $1.137 billion which beat the analyst consensus estimate of $901.498 million.

Zions Bancorp shares fell 3.9% to trade at $69.10 on Tuesday.

These analysts made changes to their price targets on Zions Bancorp following earnings announcement.

Baird analyst David George maintained the stock with a Neutral and raised the price target from $68 to $75. TD Cowen analyst Janet Lee maintained the stock with a Hold and raised the price target from $71 to $73. Considering buying ZION stock? Here’s what analysts think:

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Analysts on Wall Street project that Molina (MOH - Free Report) will announce quarterly earnings of $1.37 per share in its forthcoming report, representing a decline of 75% year over year. Revenues are projected to reach $10.88 billion, declining 4.8% from the same quarter last year.

The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.

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

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

In light of this perspective, let's dive into the average estimates of certain Molina metrics that are commonly tracked and forecasted by Wall Street analysts.

The consensus among analysts is that 'Revenue- Premium revenue- Marketplace' will reach $643.41 million. The estimate indicates a change of -46.4% from the prior-year quarter.

Based on the collective assessment of analysts, 'Revenue- Premium tax revenue' should arrive at $437.04 million. The estimate suggests a change of +1.4% year over year.

Analysts predict that the 'Revenue- Premium revenue- Medicaid' will reach $8.16 billion. The estimate indicates a year-over-year change of +1.6%.

According to the collective judgment of analysts, 'Revenue- Premium revenue- Medicare' should come in at $1.63 billion. The estimate indicates a change of +1.2% from the prior-year quarter.

The average prediction of analysts places 'MCR - Medicaid' at 92.9%. Compared to the present estimate, the company reported 91.3% in the same quarter last year.

The collective assessment of analysts points to an estimated 'MCR - Medicare' of 93.7%. Compared to the present estimate, the company reported 90.0% in the same quarter last year.

Analysts expect 'MCR - Marketplace' to come in at 84.9%. Compared to the current estimate, the company reported 85.4% in the same quarter of the previous year.

The consensus estimate for 'Ending Membership by Program - Total' stands at 5.00 million. The estimate is in contrast to the year-ago figure of 5.75 million.

It is projected by analysts that the 'Ending Membership by Program - Medicaid' will reach 4.48 million. Compared to the current estimate, the company reported 4.77 million in the same quarter of the previous year.

Analysts' assessment points toward 'Ending Membership by Program - Medicare' reaching 230.66 thousand. The estimate compares to the year-ago value of 267.00 thousand.

Analysts forecast 'Ending Membership by Program - Marketplaces' to reach 285.05 thousand. The estimate is in contrast to the year-ago figure of 690.00 thousand.

The combined assessment of analysts suggests that 'MCR - Total' will likely reach 92.5%. Compared to the present estimate, the company reported 90.4% in the same quarter last year.

View all Key Company Metrics for Molina here>>>

Molina shares have witnessed a change of +16.4% in the past month, in contrast to the Zacks S&P 500 composite's -0.6% move. With a Zacks Rank #3 (Hold), MOH is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Wall Street expects a year-over-year decline in earnings on higher revenues when CMS Energy (CMS - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 28. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis energy company is expected to post quarterly earnings of $0.63 per share in its upcoming report, which represents a year-over-year change of -11.3%.

Revenues are expected to be $1.95 billion, up 6.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 6.1% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for CMS Energy?For CMS Energy, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -10.40%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that CMS Energy will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that CMS Energy would post earnings of $1.11 per share when it actually produced earnings of $1.13, delivering a surprise of +1.80%.

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

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

CMS Energy doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerNextEra Energy (NEE - Free Report) , another stock in the Zacks Utility - Electric Power industry, is expected to report earnings per share of $1.08 for the quarter ended June 2026. This estimate points to a year-over-year change of +2.9%. Revenues for the quarter are expected to be $7.97 billion, up 18.9% from the year-ago quarter.

The consensus EPS estimate for NextEra has been revised 5% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.47%.

This Earnings ESP, combined with its Zacks Rank #2 (Buy), makes it difficult to conclusively predict that NextEra will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Wall Street analysts expect First BanCorp (FBP - Free Report) to post quarterly earnings of $0.54 per share in its upcoming report, which indicates a year-over-year increase of 8%. Revenues are expected to be $263.6 million, up 6.8% from the year-ago quarter.

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 typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.

In light of this perspective, let's dive into the average estimates of certain First BanCorp metrics that are commonly tracked and forecasted by Wall Street analysts.

Analysts forecast 'Efficiency ratio' to reach 48.3%. Compared to the current estimate, the company reported 50.0% in the same quarter of the previous year.

Analysts' assessment points toward 'Net Interest Margin' reaching 5.0%. The estimate is in contrast to the year-ago figure of 4.7%.

According to the collective judgment of analysts, 'Total Interest-Earning Assets - Average Balance' should come in at $18.96 billion. The estimate compares to the year-ago value of $18.99 billion.

The consensus estimate for 'Card and processing income' stands at $11.94 million. The estimate is in contrast to the year-ago figure of $11.88 million.

Analysts predict that the 'Net interest income on a tax-equivalent basis and excluding valuations' will reach $237.71 million. Compared to the present estimate, the company reported $223.01 million in the same quarter last year.

The consensus among analysts is that 'Service charges and fees on deposit accounts' will reach $9.82 million. Compared to the current estimate, the company reported $9.76 million in the same quarter of the previous year.

Analysts expect 'Total non-interest income' to come in at $32.35 million. Compared to the current estimate, the company reported $30.95 million in the same quarter of the previous year.

The collective assessment of analysts points to an estimated 'Mortgage banking activities' of $3.87 million. Compared to the current estimate, the company reported $3.40 million in the same quarter of the previous year.

View all Key Company Metrics for First BanCorp here>>>

Over the past month, shares of First BanCorp have returned +6.6% versus the Zacks S&P 500 composite's -0.6% change. Currently, FBP carries a Zacks Rank #2 (Buy), suggesting that it may outperform. the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

RADNOR, Pa., July 21, 2026 (GLOBE NEWSWIRE) -- Kessler Topaz Meltzer & Check, LLP (www.ktmc.com), a nationally recognized securities litigation law firm, is investigating potential violations of the federal securities laws by HCA Healthcare, Inc. (NYSE: HCA) on behalf of investors who purchased or acquired HCA Healthcare, Inc. securities and experienced significant financial losses.

HCA Announces Disappointing Financial Results
On July 14, 2026, HCA issued a press release reporting its preliminary financial and operating results for the second quarter of 2026. Among other items, HCA sharply lowered its full-2026 profit guidance, citing an unfavorable shift in the company's payer mix, which impacted revenue by approximately $400 million in the quarter.

HCA’s Stock Drops Over 6%
Following the news of HCA’s poor financial results, HCA Healthcare, Inc.’s stock price fell over 6%.

CONTACT KTMC TO DISCUSS YOUR LEGAL RIGHTS:
If you purchased or acquired HCA Healthcare, Inc. securities and have lost money on your investment, please provide your information here: https://www.ktmc.com/hca-hca-healthcare-inc-investigation?utm_campaign=hc?utm_source=Globe&utm_medium=pressrelease&utm_campaign=hca&mktm=PR

You can also contact attorney Jonathan Naji, Esq. by calling (484) 270-1453 or by email at [email protected]. There is no cost or obligation to speak with an attorney.

ABOUT KESSLER TOPAZ MELTZER & CHECK, LLP (KTMC):

Kessler Topaz Meltzer & Check, LLP (KTMC) is a leading U.S. plaintiff-side law firm focused on securities-fraud class actions and global investor protection. The firm represents individual investors as well as institutions, such as major pension funds, asset managers, and international investors. KTMC has led some of the largest recoveries in securities litigation and has been recognized by peers and the legal media with numerous accolades, including being recognized in Chambers & Partners USA 2026 as a Band 1 Top Firm in Securities and Class Actions, Legal 500’s Tier 1 Rankings for Securities and M&A Litigation, The National Law Journal’s Plaintiff’s Hot List and Trailblazers in Plaintiffs' Law, BTI Consulting Group’s Honor Roll of Most Feared Law Firms, The Legal Intelligencer’s Class Action Firm of the Year, Lawdragon’s Leading Plaintiff Financial Lawyers, and Law360’s Titans of the Plaintiffs Bar. The firm operates globally with offices in Pennsylvania and California. KTMC has recovered over $25 billion for our clients and the classes they represent.

CONTACT:
Jonathan Naji, Esq.
280 King of Prussia Road
Radnor, PA 19087
(484) 270-1453
[email protected]

May be considered attorney advertising in certain jurisdictions. Past results do not guarantee future outcomes.

DXC Technology NYSE: DXC held its 2026 annual meeting of stockholders, with Chairman David Herzog acknowledging dissatisfaction with the company’s stock performance in fiscal 2026 while pointing to artificial intelligence initiatives and recently outlined financial goals as key elements of the company’s turnaround strategy.

Speaking on behalf of the board, Herzog said directors are “unsatisfied with our stock price performance during fiscal 2026” and are committed to long-term shareholder value appreciation. He said the board is working with senior leadership to chart a path toward “sustainable, profitable growth.”

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Herzog highlighted what he described as “encouraging building blocks” for the company’s future, including new AI-infused solutions across DXC’s offerings. He said the company’s ability to operate customers’ mission-critical systems underpins its global infrastructure business. Herzog also cited DXC’s insurance software and services business as a market leader, with AI-based applications aimed at modernizing legacy infrastructure without costly or risky replacement projects.

CEO Points to Investor Day Framework and Anthropic Partnership Raul Fernandez, DXC’s president and chief executive officer, said the company used its investor day in New York last month to present “a clear and compelling picture of who DXC is becoming.”

Fernandez said DXC outlined a disciplined financial framework through fiscal 2029, including a return to organic growth, expansion in non-GAAP EBIT margin and continued strong free cash flow generation. He said the company was transparent that the current fiscal year represents a transition.

Fernandez also said DXC demonstrated AI strategy, scale and products it is currently delivering to customers. He pointed to a recently announced global partnership with Anthropic, which he described as a “landmark” agreement intended to advance DXC’s AI capabilities in the mission-critical systems it operates globally.

“The early response from our customers and our partners has been very strong, reinforcing our confidence that DXC is extremely well-positioned for long-term growth and AI value creation,” Fernandez said.

Stockholders Elect Directors, Ratify Auditor DXC reported that 135,086,527 shares of common stock, or about 83.35% of shares entitled to vote, were represented by proxy or online, establishing a quorum for the meeting.

Stockholders elected all nine director nominees to serve until the 2027 annual meeting or until their successors are elected and qualified. The elected directors are David Barnes, Raul Fernandez, Anthony Gonzalez, David Herzog, Pinkie Mayfield, Dawn Rogers, Carrie Teffner, Kiko Washington and Bob Woods.

Herzog also thanked Karl Racine, who had served as a director since January 2023 and was not standing for re-election.

Stockholders ratified Deloitte & Touche LLP as DXC’s independent auditor for fiscal 2027. Herzog said the company will report first-quarter fiscal 2027 earnings after the market close on July 30 and would not discuss company performance beyond fiscal 2026 during the annual meeting.

Compensation Vote Passes, Omnibus Equity Plan Fails DXC said stockholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers. However, an amendment to the company’s 2017 Omnibus Incentive Plan did not receive the required affirmative votes and was not approved.

The rejected proposal would have increased the number of shares available for issuance under the omnibus plan by 20 million, from 51.2 million to 71.2 million, and extended the plan term to March 30, 2037.

Stockholders did approve an amendment to the company’s 2017 Non-Employee Director Incentive Plan. That amendment increases the number of shares available under the plan by 1 million, from 1.245 million to 2.245 million, and extends the term to March 30, 2037.

DXC said it will report final vote results in a Form 8-K filing within four business days.

Board Addresses Pay and Shareholder Alignment During the question-and-answer portion, DXC responded to a stockholder question about executive and board compensation in light of the company’s stock performance and its plan to improve results.

Herzog said the increase in reported CEO pay was driven by a multi-year, front-loaded equity award covering an extended period. He said the award was designed to support retention and align incentives with stockholders during a critical period in DXC’s transformation.

According to Herzog, the awards are tied to growth in revenue, growth in free cash flow and relative shareholder return targets. “If these targets are not met, the awards do not pay out at target,” he said.

Herzog said director compensation is benchmarked to peer companies and reviewed periodically to ensure the company can attract and retain directors with the skills required for the transformation. He also said management compensation is tied directly to the commitments outlined at the company’s investor day.

Before adjourning the meeting, Herzog said the board would continue dialogue with investors and review compensation programs to align with shareholder interests. He also said the board was disappointed that the omnibus equity plan proposal did not pass, calling equity compensation a critical and market-standard tool to attract and retain senior talent and align incentives with long-term shareholder value creation.

About DXC Technology (NYSE:DXC)DXC Technology, headquartered in Tysons Corner, Virginia, is a global leader in IT services and solutions. The company was formed in 2017 through the merger of Computer Sciences Corporation (CSC) and the Enterprise Services business of Hewlett Packard Enterprise, combining decades of experience in consulting, systems integration and managed services. Since its inception, DXC has focused on helping clients modernize IT environments and drive digital transformation across their organizations.

DXC Technology's core service offerings encompass cloud and platform services, applications and analytics, security, and workplace and mobility solutions.

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

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

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Expansions at the company's Tognana, Italy, technology campus support growing worldwide demand for advanced thermal infrastructure and strengthen Vertiv's cooling innovation capabilities

, /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced investments at its Tognana campus near Padua, Italy, to expand manufacturing and integrated testing capabilities for data center cooling systems. The company expects the investments to double chiller production capacity in the region by the end of 2026 and plans to complete a new large-scale testing laboratory in early 2027, supporting growing demand for AI and high-density computing infrastructure.

Vertiv expects to double regional chiller manufacturing capacity with the expansion of its Tognana, Italy facility. The new laboratory will enable testing of large-scale chillers and validate their integration with liquid cooling systems under high-density load conditions and extreme temperature ranges. The expanded capability is intended to help customers validate thermal performance under expected site conditions and deploy increasingly complex cooling systems with greater speed and confidence.

"AI is driving thermal demands that didn't exist two years ago, with higher densities, faster deployment demands, and no room to compromise on reliability," said Gio Albertazzi, CEO of Vertiv. "The expansion at Tognana puts us further ahead with more manufacturing capacity, integrated testing, and advanced thermal management systems built for current and future generations of silicon. This investment reinforces our position at the front of the curve."

The campus serves as one of Vertiv's principal centers for cooling technology development, integrating research and development, product management, manufacturing, testing, and customer engagement. The site includes a Customer Experience Center where customers and consultants can participate in witness testing of a broad range of cooling technologies across the thermal chain under real-world operating conditions.

For more information on Vertiv's leading portfolio of power and thermal management, infrastructure solutions, IT systems, and services for critical digital applications, visit Vertiv.com. 

About Vertiv
Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers' vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today's data centers, communication networks and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extends from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv does business in more than 130 countries. For more information, and for the latest news and content from Vertiv, visit Vertiv.com.

Forward-looking statements
This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27 of the Securities Act, and Section 21E of the Securities Exchange Act. These statements are only a prediction. Actual events or results may differ materially from those in the forward-looking statements set forth herein. Readers are referred to Vertiv's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q for a discussion of these and other important risk factors concerning Vertiv and its operations. Vertiv is under no obligation to, and expressly disclaims any obligation to, update or alter its forward-looking statements, whether as a result of new information, future events or otherwise.

CONTACT
[email protected]

SOURCE Vertiv Holdings Co

Wall Street expects a year-over-year decline in earnings on higher revenues when Asbury Automotive Group (ABG - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 28. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis auto dealership chain is expected to post quarterly earnings of $6.30 per share in its upcoming report, which represents a year-over-year change of -15.2%.

Revenues are expected to be $4.46 billion, up 2.1% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.88% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Asbury Automotive?For Asbury Automotive, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.46%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that Asbury Automotive will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Asbury Automotive would post earnings of $5.68 per share when it actually produced earnings of $5.37, delivering a surprise of -5.46%.

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

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Asbury Automotive doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

SCHAUMBURG, Ill., July 21, 2026 (GLOBE NEWSWIRE) -- Paylocity, a leading provider of HCM, Finance, and IT solutions, today introduced Paylocity Ignite AI, its platform-wide AI with agents that automate manual work, help reduce risk, and enable teams to move faster. Embedded throughout Paylocity’s platform, Ignite AI brings data, insights, and automation into moments where decisions are made and work gets done.

Purpose-Built Agents That Help Teams Take Action

Ignite AI includes new, purpose-built agents that automate tasks across pay, time, recruiting, and other areas where work often slows down.

Answer & Insight Agent

Getting answers from your data today means running reports, exporting spreadsheets, or waiting on someone else to dig them out. And even then, a report shows what happened, not why. Clients told us they need to explore their data on their own terms, because every business asks different questions. The Answer & Insight Agent was built for exactly that: ask a question in natural language and get answers in real time, pulling from your company data across the platform.

Hire faster by understanding exactly where the recruiting funnel breaks downProactively manage overtime in real time before it becomes a cost problemVisualize turnover trends in a clear chart with actionable insights ready to share with senior leadersAnalyze what is driving costs across locations, teams, and shiftsSpot the pay, performance, or retention risks hiding across the workforceUnderstand where onboarding stalls and what it's costing in productivity The real power is in the back-and-forth: ask follow-ups, visualize trends, and go deeper. Because the agent isn’t built around a fixed set of questions, it goes wherever your thinking does. It turns blind spots into real-time, strategic decisions.

Payroll Analysis Agent

Reviewing every anomaly in a large payroll before the deadline takes hours, and errors still slip through. The Payroll Analysis Agent helps payroll teams catch issues before submission by:

Surfacing anomalies based on each organization's historical payroll trendsExplaining what changed and why it matters in plain languageFocusing review on the areas that need attention Payroll admins spend less time hunting for issues and more time resolving them.

Candidate Fit Agent

High-volume recruiting teams need every advantage to move quickly without sacrificing quality. The Candidate Fit Agent helps recruiters:

Surface candidates for review based on role criteriaSummarize how applicants match role requirements, while flagging criteria that may not be compliantReduce time spent sorting and sourcing across large applicant pools Recruiters stay in control of every hiring decision, spending less time screening and more time engaging candidates.

Ignite AI also includes additional agents that improve data quality and streamline payroll operations, including the Resume Summary Agent, which gives recruiters candidate overviews; the Data Inspection Agent, which detects gaps in employee records and guides resolution before they cause downstream issues; and the Time Correction Agent, which surfaces time errors, requests, and compliance issues so supervisors can resolve them before payroll deadlines. These join a growing set of agentic experiences available today including guided benefits enrollment, expense submission, and accounts payable validation, with additional agents planned across scheduling, candidate engagement, and more.

Managing AI with Confidence

To help organizations scale AI responsibly, Paylocity is introducing the Ignite AI Hub, a centralized dashboard for managing and measuring AI across the organization.

With Ignite AI Hub, leaders can:

Measure business impact and productivity gainsMonitor adoption across teamsControl which agents are activeIdentify new opportunities for automation The Ignite AI Hub provides the visibility and control organizations need to confidently deploy AI while keeping people at the center of decision-making.

Shaped Directly by Clients

Ignite AI was developed alongside clients. Paylocity assembled an advisory group of HR and business leaders to help identify high-impact opportunities, validate real-world use cases, and guide product innovation.

“The way Paylocity is weaving AI across the platform is better than anything I’ve seen in other systems,” said Ryan Zimmerman, VP of Human Resources at POLYWOOD. “I’m so excited by the momentum I’m seeing and to be part of shaping it.”

"It actually feels like I have another team member supporting me," said Genevieve Gonnigan, VP of HR & People and Culture, at Lincoln Park Zoo. "Manual processes are a time suck, and Ignite AI turns things that would be a 5- to 10-minute process into a 30-second question or resolves them on its own."

“Ignite AI is the next evolution of AI at work: embedded across the Paylocity platform, built for every team, and informed by the real-world needs of clients who use it every day,” said Toby Williams, President and CEO of Paylocity. “It brings intelligence and automated action directly into the flow of work, helping organizations move faster, make confident decisions, and unlock greater value from their teams. This is only the beginning of what we're building.”

Learn more about Ignite AI.

About Paylocity

Headquartered in Schaumburg, IL, Paylocity (NASDAQ: PCTY) is an award-winning provider of HCM, Finance, and IT software solutions. Paylocity offers one unified, easy-to-use platform that helps businesses across HR, Finance, and IT streamline operations, manage spend and talent, and build culture and connection—with AI embedded directly into everyday workflows to save time, reduce manual effort, and support better decisions. Known for its unique culture and consistently recognized as one of the best places to work, Paylocity accompanies its clients on the journey to create great workplaces and help all employees achieve their best. For more information, visit www.paylocity.com.

CONTACT:
Nicole Andergard Reddy
[email protected]

503-855-7385

, /PRNewswire/ -- Arthur J. Gallagher & Co. today announced that its U.S. wholesale brokerage, binding authority and programs division, Risk Placement Services, Inc. (RPS), has acquired Greensburg, Pennsylvania-based W.N. Tuscano Agency, Inc. (Tuscano). Terms of the transaction were not disclosed.

Tuscano is a managing general agency (MGA) and wholesale insurance broker for independent agents in western Pennsylvania. The Tuscano team, led by Robin Tuscano, will remain in their current location under the direction of Steve Levin, Northeast Region leader for RPS.

"Tuscano is a highly regarded agency that complements our market expertise and further expands our wholesale capabilities in Pennsylvania," said J. Patrick Gallagher, Jr., Chairman and CEO. "I am delighted to welcome Robin and his associates to our growing, global team."

Arthur J. Gallagher & Co. (NYSE: AJG), a global insurance brokerage, risk management and consulting services firm, is headquartered in Rolling Meadows, Illinois. Gallagher provides these services in approximately 130 countries around the world through its owned operations and a network of correspondent brokers and consultants.

SOURCE Arthur J. Gallagher & Co.

Wall Street analysts expect Knight-Swift Transportation Holdings (KNX - Free Report) to post quarterly earnings of $0.49 per share in its upcoming report, which indicates a year-over-year increase of 40%. Revenues are expected to be $2.01 billion, up 8% from the year-ago quarter.

Over the last 30 days, there has been an upward revision of 7.5% 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.

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

While 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.

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

Analysts forecast 'Revenue, excluding truckload and LTL fuel surcharge' to reach $1.73 billion. The estimate suggests a change of +3.6% year over year.

The consensus among analysts is that 'Truckload and LTL fuel surcharge' will reach $271.42 million. The estimate points to a change of +43.1% from the year-ago quarter.

The consensus estimate for 'Operating revenue- LTL' stands at $405.31 million. The estimate suggests a change of +4.8% year over year.

The collective assessment of analysts points to an estimated 'Revenue, excluding fuel surcharge- LTL Segment' of $340.60 million. The estimate indicates a change of +0.9% from the prior-year quarter.

The average prediction of analysts places 'Operating Ratio' at 93.5%. Compared to the current estimate, the company reported 96.1% in the same quarter of the previous year.

Analysts expect 'Adjusted Operating Ratio' to come in at 92.9%. Compared to the present estimate, the company reported 93.8% in the same quarter last year.

The combined assessment of analysts suggests that 'Adjusted Operating Ratio - Truckload' will likely reach 92.9%. The estimate compares to the year-ago value of 94.6%.

It is projected by analysts that the 'Adjusted Operating Ratio - LTL' will reach 91.4%. The estimate is in contrast to the year-ago figure of 93.1%.

Based on the collective assessment of analysts, 'Adjusted Operating Ratio - Logistics' should arrive at 96.3%. The estimate compares to the year-ago value of 94.8%.

Analysts' assessment points toward 'Average tractors - Truckload' reaching 20,865 . Compared to the present estimate, the company reported 21,311 in the same quarter last year.

According to the collective judgment of analysts, 'Load count - Intermodal' should come in at 38,307 . Compared to the present estimate, the company reported 32,682 in the same quarter last year.

Analysts predict that the 'Average revenue per load - Intermodal' will reach $2623.91 . Compared to the current estimate, the company reported $2572.00 in the same quarter of the previous year.

View all Key Company Metrics for Knight-Swift here>>>

Shares of Knight-Swift have experienced a change of +0.3% in the past month compared to the -0.6% move of the Zacks S&P 500 composite. With a Zacks Rank #1 (Strong Buy), KNX is expected to outperform 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 OKLO hit a 52-week low as investors reassessed early-stage nuclear risks.OKLO is advancing fuel fabrication, Aurora projects and isotope capabilities despite remaining pre-revenue.Wider 2026 and 2027 loss estimates, heavy spending and execution risks keep the near-term outlook uncertain. After a strong run in 2025, Oklo Inc. (OKLO - Free Report) has come under heavy selling pressure, with the stock falling 42.7% over the past three months and recently touching a 52-week low of $39.53. The weakness has not been limited to OKLO, as NuScale Power (SMR - Free Report) has declined about 41% and NANO Nuclear Energy (NNE - Free Report) has dropped roughly 40% over the same period. The broad pullback suggests that investors have become more cautious about early-stage nuclear developers because of long commercialization timelines, ongoing losses and limited near-term revenue visibility.

3-Month Price Performance Comparison Image Source: Zacks Investment Research

Still, OKLO’s deeper slide raises an important question: Has the market already priced in most of the company’s execution risks, or could the stock remain under pressure until regulatory progress and project development begin producing clearer financial results?

Regulatory Progress, Customer Pipeline Back Long-Term StoryUnlike traditional reactor developers, OKLO is building a vertically integrated platform that combines power generation with fuel fabrication, fuel recycling and isotope production. This integrated approach could provide multiple revenue opportunities over time instead of relying solely on electricity sales.

The company has continued to make operational progress despite the stock's weakness. Construction activities are advancing at the Aurora Fuel Fabrication Facility, while work continues on the Aurora-INL project, where the Nuclear Regulatory Commission has approved the company's Principal Design Criteria topical report. Oklo is also progressing its Aurora-Ohio development alongside plans for a 1.2-gigawatt power campus with Meta, while expanding isotope capabilities through the Groves test reactor and the Idaho Radiochemistry Laboratory.

Compared with NuScale Power, which focuses primarily on commercializing light-water small modular reactors, and NANO Nuclear, which is developing portable microreactors, OKLO is attempting to build an entire nuclear ecosystem. While this broader strategy increases execution complexity, it also creates more potential growth avenues if commercialization succeeds.

Falling Earnings Estimates Reflect OKLO’s Near-Term ChallengesDespite these operational milestones, Wall Street remains cautious. The Zacks Consensus Estimate now points to roughly 3% and 9% wider losses for both 2026 and 2027, respectively. Those downward estimate revisions reflect investors' recognition that OKLO remains a pre-revenue company with significant development costs before meaningful commercial operations begin.

Image Source: Zacks Investment Research

The company continues to invest heavily across several projects simultaneously, including reactor deployment, fuel fabrication, recycling facilities and isotope production. While these investments may strengthen its long-term competitive position, they also delay profitability and increase execution risk.

The earnings outlook also compares unfavorably with peers. NuScale Power has progressed further in certain licensing activities, while NANO Nuclear continues to advance its own commercialization roadmap. Although all three companies remain early-stage nuclear developers, investors are increasingly rewarding companies that demonstrate clearer visibility toward future revenues.

Several Catalysts Could Change Investor SentimentAlthough current earnings remain weak, several upcoming developments could improve confidence in Oklo's business.

The company recently achieved an important milestone after receiving Department of Energy approval of the Documented Safety Analysis for its Groves Isotope Test Reactor. The project has now entered the final startup review process and targets first criticality after completion of readiness reviews. This milestone supports OKLO's broader isotope strategy, which aims to supply radioisotopes for healthcare, manufacturing, scientific research and national security applications.

OKLO has also strengthened its engineering capabilities through acquisitions while continuing to build fuel supply infrastructure. Its Aurora Fuel Fabrication Facility and Tennessee Advanced Fuel Center are designed to support long-term reactor deployment by improving access to nuclear fuel and recycling capabilities. The company's collaboration with NVIDIA and Los Alamos National Laboratory to apply artificial intelligence to fuel validation further demonstrates its effort to combine advanced computing with nuclear technology.

Image Source: Oklo Inc.

Meanwhile, NuScale Power and NANO Nuclear continue to compete for leadership in the emerging advanced nuclear market. Both companies are pursuing their own regulatory and commercialization milestones, meaning investor attention will likely shift toward whichever developer demonstrates the fastest progress. Even so, OKLO's vertically integrated strategy, customer relationships and fuel-cycle capabilities differentiate it from both SMR and NNE.

OKLO's Risks Still Cannot Be IgnoredThe biggest challenge remains execution. OKLO still generates virtually no recurring operating revenues, while commercial power production remains several years away. Delays in regulatory approvals, construction schedules or fuel availability could postpone commercialization further.

The company is also spending aggressively to develop multiple projects simultaneously. If timelines slip, additional financing may eventually become necessary despite its current liquidity. Moreover, valuation remains heavily dependent on future expectations rather than operating fundamentals.

Competition also continues to intensify. NuScale Power already possesses greater market visibility in certain reactor segments, while NANO Nuclear is pursuing similar opportunities in advanced microreactors. Investors therefore have multiple nuclear developers to choose from, making execution increasingly important.

Time to Buy the Dip or Stay Away?OKLO remains one of the most ambitious companies in the advanced nuclear industry, with progress across reactor development, fuel fabrication, recycling and isotope production supporting its long-term vision. However, the stock's sharp decline reflects legitimate concerns about widening losses, delayed revenue generation and significant execution risks. While upcoming regulatory milestones and commercialization progress could eventually improve investor sentiment, the near-term outlook remains uncertain. Given the weaker earnings estimate revisions and the risks associated with its pre-revenue business model, OKLO stock currently carries a Zacks Rank #4 (Sell).

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

21.7.2026 16:05, BAACEZ

Česká energetická skupina ČEZ bude ve spolupráci s českým státem a společností Rolls-Royce SMR rozvíjet další lokality pro výstavbu malých modulárních reaktorů v České republice. Zástupci obou společností a ministr průmyslu a obchodu Karel Havlíček podepsali ve Velké Británii memorandum.

Společnost ČEZ dnes informovala o podepsání memoranda mezi českým státem, společností ČEZ a Rolls-Royce SMR, na jehož základě bude probíhat rozvoj dalších lokalit pro výstavbu malých modulárních reaktorů. Posuzují se především lokality v Moravskoslezském a Ústeckém kraji. První malý modulární reaktor od Rolls-Royce SMR by měl vzniknout ve Velké Británii v lokalitě Wylfa na ostrově Anglesey v severním Walesu. První malý modulární reaktor v Česku by měl vzniknout ve druhé polovině 30. let v Temelíně.

„Malé modulární reaktory jsou globální příležitostí pro český průmysl. Naše tradiční jaderné firmy mají dlouhou historii a unikátní know-how, které mohou díky své účasti na projektu malých modulárních reaktorů dále prohlubovat. První úspěchy jsme již zaznamenali, tradiční plzeňská jaderná společnost Škoda JS se stala jedním ze dvou dodavatelů klíčových komponent jaderného ostrova pro malé modulární reaktory Rolls-Royce SMR. A věřím, že to je pouze začátek. Britská společnost teprve začíná budovat svůj dodavatelský řetězec a my už v této fázi sledujeme velký zájem českých firem, které chtějí usilovat o svou pozici v globální konkurenci,“ uvedl člen představenstva společnosti ČEZ Tomáš Pleskač.

Akcie ČEZ Akcie společnosti ČEZ (BAACEZ) dnes na pražské burze posilují o 1,15 % na 1325,0 Kč. Na RM-SYSTÉMu akcie rostou o 1,38 % na 1324,0 Kč.

Zdroj: ČEZ

Jakub Němec
Fio banka, a.s.
Prohlášení

Související odkazy ČEZ: Erste zvyšuje cílovou cenu z 1104 Kč na 1300 Kč při novém doporučení „hold“ ČEZ: Zvyšujeme cílovou cenu z 1044 Kč na 1150 Kč, doporučení měníme ze stupně "redukovat" na "držet" ČEZ: Oddo BHF zvyšuje cílovou cenu z 920 Kč na 1540 Kč s novým doporučením „Outperform“ ČEZ: Radim Fiala zvolen novým předsedou dozorčí rady ČEZ: J&T Banka zvyšuje cílovou cenu na 1332 Kč a mění investiční doporučení na „buy“

Avanda Investment Management Pte. Ltd. purchased a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 2,280 shares of the social networking company’s stock, valued at approximately $1,304,000. Meta Platforms comprises approximately 2.1% of Avanda Investment Management Pte. Ltd.’s investment portfolio, making the stock its 17th largest holding.

A number of other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. increased its position in Meta Platforms by 3.8% during the 4th quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company’s stock worth $132,015,115,000 after purchasing an additional 7,269,279 shares in the last quarter. Auto Owners Insurance Co lifted its stake in Meta Platforms by 76,587.7% in the 4th quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after purchasing an additional 105,154,977 shares during the last quarter. State Street Corp boosted its position in Meta Platforms by 5.1% in the fourth quarter. State Street Corp now owns 90,841,345 shares of the social networking company’s stock valued at $59,963,463,000 after buying an additional 4,395,763 shares in the last quarter. Geode Capital Management LLC boosted its position in Meta Platforms by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 52,806,712 shares of the social networking company’s stock valued at $34,734,628,000 after buying an additional 878,396 shares in the last quarter. Finally, Capital World Investors boosted its position in Meta Platforms by 0.8% in the fourth quarter. Capital World Investors now owns 39,558,637 shares of the social networking company’s stock valued at $26,112,735,000 after buying an additional 310,947 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Analyst Ratings Changes META has been the subject of several research analyst reports. Wall Street Zen downgraded shares of Meta Platforms from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. Piper Sandler began coverage on Meta Platforms in a research note on Tuesday, June 2nd. They issued an “overweight” rating for the company. JPMorgan Chase & Co. reissued a “neutral” rating and set a $725.00 price objective (down from $825.00) on shares of Meta Platforms in a report on Thursday, April 30th. Rosenblatt Securities restated a “buy” rating and set a $1,015.00 price objective on shares of Meta Platforms in a research report on Thursday, May 28th. Finally, Mizuho lowered their target price on Meta Platforms from $850.00 to $835.00 and set an “outperform” rating for the company in a report on Tuesday, May 5th. Three analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $830.45.

Check Out Our Latest Stock Analysis on META

Meta Platforms Price Performance Shares of NASDAQ:META opened at $645.85 on Tuesday. The firm has a market cap of $1.63 trillion, a PE ratio of 23.48, a price-to-earnings-growth ratio of 1.14 and a beta of 1.25. The firm’s fifty day moving average is $604.11 and its 200-day moving average is $626.63. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $796.25.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping the consensus estimate of $6.67 by $3.77. The company had revenue of $56.31 billion for the quarter, compared to analysts’ expectations of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. Meta Platforms’s revenue for the quarter was up 33.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $6.43 earnings per share. Sell-side analysts predict that Meta Platforms, Inc. will post 29.46 earnings per share for the current year.

Meta Platforms Announces Dividend The business also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued a $0.525 dividend. The ex-dividend date was Monday, June 15th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s dividend payout ratio is presently 7.63%.

Insider Activity at Meta Platforms In other news, COO Javier Olivan sold 3,348 shares of the business’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the transaction, the chief operating officer owned 9,498 shares in the company, valued at approximately $5,708,013.06. The trade was a 26.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 2,079 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total transaction of $1,268,023.68. Following the completion of the sale, the insider directly owned 1,118 shares in the company, valued at approximately $681,890.56. This represents a 65.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 37,948 shares of company stock worth $23,184,319 over the last ninety days. Insiders own 13.53% of the company’s stock.

Meta Platforms News Roundup Here are the key news stories impacting Meta Platforms this week:

Positive Sentiment: Bank of America expects Meta to beat second-quarter estimates, citing healthy ad demand and AI-related improvements, with Q2 revenue now seen at $60.6 billion and EPS at $7.50 versus consensus of $60.2 billion and $7.18. Meta Platforms expected to top earnings estimates as ad growth remains healthy, says BofA Positive Sentiment: Investors are also encouraged by reports that Meta could monetize its AI buildout more directly, including a potential large-scale computing deal with Anthropic, which could help justify its heavy capex and reduce valuation pressure. Zuckerberg Is Quietly Turning Meta Into A Compute Provider Ahead Of Q2 Earnings Positive Sentiment: BlackRock’s $12 billion financing for new Meta data centers in Texas underscores strong outside confidence in Meta’s AI infrastructure strategy and signals continued investment in future capacity. BlackRock Leads $12 Billion Financing for New Meta Data Centers in Texas Neutral Sentiment: Commentary around Meta’s expanding AI ambitions and “compute provider” strategy reinforces the bullish AI narrative, but the market is still waiting for proof that the spending will translate into durable returns. Meta’s AI Ambitions Keep Expanding. Is META Stock Keeping Up? Neutral Sentiment: Meta faces a Tennessee trial over claims Instagram was designed to be addictive, adding headline risk and potential legal overhang for the stock. Meta faces Tennessee trial over allegations Instagram was designed to be addictive Negative Sentiment: Reports of temporary Facebook and Instagram outages may add near-term frustration for users and advertisers, though the impact appears more operational than fundamental. Users of Meta’s Facebook, Instagram report suffering some outages Meta Platforms Profile (Free Report)

Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.

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Posted by Defense World Staff on Jul 21st, 2026

Andra AP fonden boosted its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 46.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 668,784 shares of the company’s stock after purchasing an additional 213,584 shares during the quarter. CocaCola comprises approximately 0.6% of Andra AP fonden’s investment portfolio, making the stock its 20th biggest position. Andra AP fonden’s holdings in CocaCola were worth $50,861,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Anfield Capital Management LLC boosted its holdings in shares of CocaCola by 438.8% during the fourth quarter. Anfield Capital Management LLC now owns 361 shares of the company’s stock worth $25,000 after acquiring an additional 294 shares during the period. Louisbourg Investments Inc. bought a new position in CocaCola during the 1st quarter worth $25,000. Headlands Technologies LLC acquired a new stake in shares of CocaCola during the second quarter worth $26,000. Evolution Wealth Management Inc. boosted its position in shares of CocaCola by 1,081.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 390 shares of the company’s stock valued at $27,000 after acquiring an additional 357 shares during the period. Finally, Daytona Street Capital LLC bought a new stake in shares of CocaCola in the fourth quarter valued at about $29,000. 70.26% of the stock is owned by institutional investors.

Key CocaCola News Here are the key news stories impacting CocaCola this week:

Positive Sentiment: Analysts highlighted Coca-Cola’s pricing power and ability to balance higher prices with affordability and volume growth, suggesting the company can protect margins and sustain durable growth in 2026. Coca-Cola’s Pricing Power: Is it Still Driving Growth in 2026? Positive Sentiment: UBS said Coca-Cola’s growth outlook remains strong ahead of Q2 results, with expectations that the company will deliver solid earnings and keep full-year guidance intact, which could support shares if confirmed. Coca-Cola’s Growth Outlook Remains Strong Ahead of Q2 Results, UBS Says Positive Sentiment: Recent coverage also noted that KO is trading near all-time highs as investors rotate away from more volatile AI names, reinforcing Coca-Cola’s appeal as a stable large-cap holding. 5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama (KO) Neutral Sentiment: Coca-Cola picked bankers for a possible India bottler IPO, which could be a long-term strategic move but does not yet provide enough detail on valuation, timing, or financial impact. Coca-Cola picks bankers for its India bottler IPO Neutral Sentiment: Multiple pieces of analyst and technical commentary are keeping KO in focus before earnings, but they are mostly reiterating existing bullish sentiment rather than revealing a fresh catalyst. Coca-Cola Stock in Focus: A Look at the Earnings, Analyst Activity, Technical Picture Negative Sentiment: Some commentary argues KO is trading at a premium valuation versus peers, which could limit upside if upcoming earnings or guidance fail to exceed expectations. Coca-Cola: Safety Has A Price, But Right Now, It’s A Premium One Insider Transactions at CocaCola In other news, Chairman James Quincey sold 436,296 shares of CocaCola stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $80.13, for a total value of $34,960,398.48. Following the completion of the transaction, the chairman owned 122,833 shares in the company, valued at $9,842,608.29. This trade represents a 78.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Nancy Quan sold 31,625 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $80.93, for a total transaction of $2,559,411.25. Following the completion of the transaction, the executive vice president directly owned 223,330 shares of the company’s stock, valued at approximately $18,074,096.90. This trade represents a 12.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 899,905 shares of company stock worth $71,832,315 in the last quarter. Insiders own 0.90% of the company’s stock.

Analysts Set New Price Targets Several analysts have weighed in on KO shares. Citigroup lifted their price objective on shares of CocaCola from $91.00 to $97.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Morgan Stanley set a $89.00 price target on CocaCola in a research report on Wednesday, June 10th. Sanford C. Bernstein set a $83.00 price objective on CocaCola in a report on Thursday, July 9th. Barclays raised their price target on CocaCola from $85.00 to $89.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Finally, JPMorgan Chase & Co. boosted their price target on CocaCola from $85.00 to $90.00 and gave the company an “overweight” rating in a research note on Friday, July 10th. Fourteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $89.20.

Check Out Our Latest Stock Analysis on CocaCola

CocaCola Price Performance KO stock opened at $82.07 on Tuesday. The company has a market capitalization of $353.09 billion, a P/E ratio of 25.81, a price-to-earnings-growth ratio of 3.26 and a beta of 0.34. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.15 and a current ratio of 1.36. CocaCola Company has a 52-week low of $65.35 and a 52-week high of $85.68. The business has a 50-day simple moving average of $81.31 and a two-hundred day simple moving average of $77.77.

CocaCola (NYSE:KO – Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.81 by $0.05. The firm had revenue of $12.47 billion for the quarter, compared to the consensus estimate of $12.24 billion. CocaCola had a net margin of 27.80% and a return on equity of 40.55%. The business’s revenue for the quarter was up 11.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.73 EPS. CocaCola has set its FY 2026 guidance at 3.240-3.270 EPS. Research analysts expect that CocaCola Company will post 3.26 EPS for the current fiscal year.

CocaCola Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Tuesday, September 15th will be issued a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date is Tuesday, September 15th. CocaCola’s dividend payout ratio (DPR) is 66.67%.

About CocaCola (Free Report)

The Coca‑Cola Company (NYSE: KO) is a global beverage manufacturer, marketer and distributor best known for its flagship Coca‑Cola soda. Headquartered in Atlanta, Georgia, the company develops and sells concentrates, syrups and finished beverages across a broad portfolio of brands. Its product range spans sparkling soft drinks, bottled water, sports drinks, juices, ready‑to‑drink teas and coffees, and other still beverages, marketed under both global and regional brand names.

Coca‑Cola’s brand portfolio includes widely recognized names such as Coca‑Cola, Diet Coke, Coca‑Cola Zero Sugar, Sprite, Fanta, Minute Maid, Powerade and Dasani, and in recent years the company has expanded into the coffee and premium beverage categories through acquisitions such as Costa Coffee.

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As Mistral is expanding its AI compute capacity in Europe, the companies are expanding their strategic partnership with Microsoft's commitment to leverage part of this capacity, bringing Mistral's frontier and efficient models across Microsoft's AI platform and giving customers flexible deployment options from cloud to fully disconnected environments
 

Scaling Europe's AI compute capacity: Microsoft and Mistral are announcing a new agreement to expand AI infrastructure in Europe. Microsoft will leverage Mistral's expanded Europe-based GPU infrastructure to increase capacity for AI development and to support the delivery of MSFT's cloud and AI services. This represents a multibillion dollar commitment from Microsoft and an important way for Microsoft customers to benefit from Mistral's scientific and compute innovations. Integrating Mistral models into Microsoft enterprise products: Mistral Medium 3.5 and OCR 4 are now available in Microsoft Foundry, and Mistral Medium 3.5 is now in Microsoft Copilot Studio. This brings the benefits of Mistral's frontier, efficient and multilingual models to Microsoft customers globally, allowing developers to build, customize and operate AI applications. Giving enterprises greater control over AI at scale: Azure enables organizations to deploy Mistral models across cloud, cloud-connected and fully disconnected environments, while maintaining control over data, operations and business continuity.
  , /PRNewswire/ -- Microsoft Corp. (Nasdaq: MSFT) and Mistral on Tuesday announced a significant expansion of their strategic partnership to help enterprises and regulated industries adopt frontier AI with greater choice, control and operational consistency. The companies are bringing Mistral's frontier and efficient models across the Microsoft platform, including Microsoft Foundry, Copilot Studio and Azure, so customers can build and run AI across a spectrum of operating environments, from cloud-scale deployments to customer-controlled and fully disconnected operations.

Across Europe and other regulated markets, organizations want access to frontier AI while maintaining control over their data, operations and critical workloads. This partnership extends Microsoft's Sovereign Cloud approach by combining Mistral's frontier models with Microsoft's security, compliance and cloud-to-edge platform, giving customers greater choice in how and where they deploy AI.

"Europe should have access to the world's most capable AI without compromising control over their data, operations or digital future," said Brad Smith, Vice Chair and President, Microsoft. "By bringing Mistral's frontier European models into our sovereign cloud portfolio and enabling them across public cloud, cloud-connected and fully disconnected environments, we are honoring the European Digital Commitments we made and giving customers a trusted foundation for AI they can operate on their own terms."

"Our mission has always been to put frontier AI in the hands of every organization while keeping them in control of their technology," said Arthur Mensch, Co-Founder and Chief Executive Officer, Mistral. "With Microsoft as our partner, our models reach enterprises and public institutions at global scale — delivered through a platform trusted for the most demanding, regulated workloads and available everywhere our customers operate."

Europe's AI future: expanded GPU capacity

Underpinning the partnership is a new multibillion-dollar agreement focused on expanding AI infrastructure in Europe. Mistral is adding its GPU capacity, drawing on thousands of the latest NVIDIA Vera Rubin GPUs to increase AI compute availability for customers and provide a shared platform for training, inference and large-scale deployment.

The agreement strengthens Europe's AI infrastructure while helping Microsoft meet growing demand for cloud and AI services. Consistent with Microsoft's flexible approach to global infrastructure, which combines its own datacenters, leased facilities and strategic collaborations with third-party providers, it expands Microsoft's capacity footprint in Europe and supports the European Digital Commitments announced in 2025.

"Agentic AI is driving unprecedented demand for high-performance, energy-efficient AI infrastructure," said Ian Buck, Vice President of Hyperscale and High-Performance Computing, NVIDIA. "By deploying NVIDIA Vera Rubin systems at scale, Mistral and Microsoft will give customers the computing foundation they need to build and run the next generation of AI across Europe and beyond."

Frontier AI, enterprise ready: Mistral models in Microsoft Foundry and Copilot Studio

At the platform layer, Mistral's latest Medium 3.5 and OCR 4 models are now available in Microsoft Foundry, giving developers access to frontier models within a consistent environment for building, customizing and deploying AI applications. Mistral Medium 3.5 brings an open-weight model into a managed Azure environment, enabling developers and enterprises to build, customize and deploy AI applications with control, sovereign deployment options, and predictable, cost-efficient scaling. OCR 4 supports structured document-processing pipelines and agentic workflows, and both models can be applied across agentic applications, automation and domain-specific solutions using tools and workflows already established across the Foundry platform.

At the application layer, the companies brought Mistral's Medium 3.5 model to Copilot Studio, combining model flexibility with enterprise-grade governance, empowering teams to choose the best model for a given scenario while maintaining control over how and where data is processed.

One deployment experience across any environment: Microsoft Foundry and Foundry Local

Organizations can develop AI applications using the same models, tools, APIs and workflows across Microsoft Foundry and Foundry Local. This gives teams a consistent way to build, customize and operate AI applications regardless of where those applications ultimately run.

Microsoft Foundry provides the development platform for discovering, building and deploying models and agents in the cloud. Foundry Local extends that development and runtime experience to Azure Local, so organizations can bring AI closer to their data, users and operational environments. Together, they help reduce the need to redesign applications for each deployment scenario while giving customers more flexibility in how they meet sovereignty, latency and resilience requirements.

Flexible deployment with a common operating model: Azure and Azure Local

Organizations increasingly need different levels of operational control depending on workload sensitivity, regulatory obligations and mission requirements. Azure and Azure Local provide a common platform that supports AI deployments across a spectrum of operating environments:

Cloud: Azure-hosted deployments for cloud scale, agility and access to the latest platform innovation. Cloud-connected: Customer-controlled Azure Local environments that remain connected to Azure services and operations when needed. Fully disconnected: Azure Local deployments that can operate independently of external connectivity for highly sensitive, constrained or mission-critical environments. Across these operating models, customers can use Mistral models with a consistent platform and operational approach. This helps regulated organizations avoid a fragmented AI architecture while supporting the level of control, resilience and connectivity their workloads require. 

For regulated industries where strategic autonomy is required, this offers concrete advantages. These customers can apply AI to sensitive workflows while aligning data, operations and access controls to their specific requirements. Critical infrastructure providers can maintain AI capabilities where resilience and service continuity are essential. Manufacturing and industrial organizations can analyze production, quality and operational data locally where latency, IP protection, export controls, cybersecurity and supply-chain resilience can shape deployment requirements. Healthcare organizations can support AI-enabled workflows where privacy, data residency, clinical continuity and regulated data handling are foundational requirements.

What this enables for our customers

As part of the expanded relationship, the companies are aligning on a joint go-to-market plan and will pursue enterprise opportunities together across Europe and globally. Mistral and Microsoft are also expanding the partnership to accelerate customer adoption, by funding PoCs, offering Azure credits, and leading workshops to drive AI innovation with customers.

Organizations in financial services, manufacturing, healthcare and other regulated sectors are running AI in settings where control and resilience are mandatory. With this partnership, they can build AI applications in Microsoft Foundry and run them in Azure or on Azure Local, using Mistral models in cloud, cloud-connected and fully disconnected operating environments.

Microsoft and Mistral will continue working to serve customers as we innovate across the models, development experience, development platform and European AI infrastructure that make this possible.

Learn more

Learn more: www.mistral.com Discover Microsoft Sovereign Cloud: https://www.microsoft.com/en-us/sovereignty Learn more about Azure Local: https://azure.microsoft.com/en-us/products/local Learn more about Microsoft Foundry: https://azure.microsoft.com/en-us/products/ai-foundry Learn more about Microsoft Copilot Studio: https://www.microsoft.com/en-us/microsoft-365-copilot/microsoft-copilot-studio About Mistral

Mistral is a pioneer company in generative artificial intelligence, empowering the world with the tools to build and benefit from the most transformative technology of our time. The company democratizes AI through high-performance, optimized, and cutting-edge open-source models, products and solutions as well as end-to-end infrastructure with Mistral Compute. Headquartered in France and independent, Mistral defends a decentralized and transparent approach to technology, with a strong global presence in the United States, United Kingdom, and Singapore. Learn more at www.mistral.ai

About Microsoft

Microsoft (Nasdaq "MSFT" @microsoft) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of our customers. The technology company is committed to making AI available broadly and doing so responsibly, with a mission to empower every person and every organization on the planet to achieve more.

SOURCE Microsoft Corp.

AerCap is the world's largest owner of 787 Dreamliner jets Agreement includes substitution rights for the 787-10, giving AerCap customers more capacity and operational flexibility , /PRNewswire/ -- Boeing [NYSE: BA] and AerCap today announced that the leasing industry's biggest 787 Dreamliner customer placed a new order for 15 787-9 jets. This latest purchase increases AerCap's 787 Dreamliner portfolio to approximately 140 airplanes.

The agreement includes substitution rights for the 787-10, giving AerCap the flexibility to switch to the larger 787 Dreamliner variant that delivers more capacity and new opportunities for its airline customers.

Boeing and AerCap today announce that the leasing industry’s biggest 787 Dreamliner customer placed a new order for 15 787-9 jets. "The addition of these 15 Boeing 787 Dreamliner airplanes to our fleet further strengthens our position as the world's largest owner of 787 jets," said Aengus Kelly, CEO of AerCap. "As demand for modern, fuel-efficient widebody airplanes continues to grow, this transaction enables us to provide our customers with greater access to one of the industry's most versatile and sought-after airplane families. The 787 has consistently demonstrated strong operating economics and exceptional performance across a wide range of route networks."

AerCap's 787 Dreamliner fleet portfolio is attractive to airlines seeking to renew their fleets and achieve their sustainability goals. As the largest member of the 787 Dreamliner family, the 787-10 will boost an airline's capacity with 50 more seats than the 787-9, while reducing fuel use and emissions by 25% compared to the airplanes it replaces. As airlines deal with near-term macro-economic uncertainties, AerCap's extensive portfolio helps customers to grow or replace older widebody airplanes without committing to direct purchases.

"AerCap's continued investment in the 787 Dreamliner family underscores the airplane's role in enabling long-haul connectivity and superior economics for airlines," said Stephanie Pope, president and CEO of Boeing Commercial Airplanes. "We deeply value this partnership and look forward to supporting AerCap and its customers as they open and sustain new long-haul routes to further connect the world."

AerCap was the first lessor to take delivery of the 787 Dreamliner in 2013. The 787 Dreamliner has since become the standard for new generation widebody airplanes, opening more than 540 new nonstop routes between city pairs that were never previously served and carrying more than 1.3 billion passengers since entering service.

About AerCap

AerCap is the global leader in aviation leasing with one of the most attractive order books in the industry. AerCap serves approximately 300 customers around the world with comprehensive fleet solutions. AerCap is listed on the New York Stock Exchange (AER) and is headquartered in Dublin with offices in Shannon, Memphis, Miami, Singapore, London, Dubai, Shanghai, Amsterdam and other locations around the world.

About Boeing

A leading global aerospace company and top U.S. exporter, Boeing develops, manufactures and services commercial airplanes, defense products and space systems for customers in more than 150 countries. Our U.S. and global workforce and supplier base drive innovation, economic opportunity, sustainability and community impact. Boeing is committed to fostering a culture based on our core values of safety, quality and integrity.

Contact 
Boeing Media Relations
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SOURCE Boeing

Netflix (NFLX +0.53%) investors were disappointed with the company's most recent earnings results. Although the streaming giant continues to grow at a decent pace, it clearly isn't enough to win over growth investors, especially with it projecting its growth rate to decline to 12% for the current quarter (down from 13%).

One opportunity for Netflix to reignite its growth could be via an acquisition. The streaming company failed to acquire assets from Warner Bros. Discovery earlier this year, but Netflix's name continues to pop up in rumors. Investors may be eagerly anticipating news of a deal, in the hopes that it can pave the next wave of growth for the business. But co-CEO Ted Sarandos appeared to have poured cold water on that, stating on the company's earnings call that "we're primarily builders, not buyers."

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Why Netflix might not go the M&A route Sarandos made it clear on the company's recent conference call that while Netflix may not necessarily be averse to pursuing mergers & acquisitions (M&A), it would have to make a lot of sense for the business to consider one: "Our track record is clear that we have a very high bar to do any big M&A." CFO Spence Neumann also said, "we invest in the business both organically and opportunistically through M&A."

The key word there is opportunistically. When it pursued Warner Bros., Netflix had a great opportunity to acquire top assets and content, including HBO. And it pursued the deal aggressively until it no longer made sense to do so, as the valuation climbed amid a bidding war with Paramount Skydance.

While an acquisition could certainly help Netflix's business grow, management's focus on building rather than simply buying reflects what the company has done over the years. It has reinvested in its own growth, building its content and varied offerings rather than relying on acquisitions. It has yielded strong results as the business has grown tremendously over the years, and may continue to do so for the foreseeable future.

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Is Netflix stock a buy? This year, Netflix's stock has declined by around 30%, as investors have appeared to have lost confidence in the company's path forward. While the market initially breathed a sigh of relief when Netflix walked away from the Warner Bros. deal earlier this year, the rally was short-lived, as concerns about what the company would do with co-founder Reed Hastings leaving the company began to weigh on the stock.

Uncertainty can significantly reduce a stock's value and also create attractive buying opportunities along the way. With Netflix trading near its 52-week low, it may be one of the best growth stocks for long-term investors to buy right now.

David Jagielski, CPA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Netflix and Warner Bros. Discovery. The Motley Fool has a disclosure policy.