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2026-06-11 17:26 2mo ago
2026-05-27 09:00 2mo ago
Nium and Circle to Connect USDC Settlement with Global Payouts
CRCL Circle Internet Group
FMP Stock News
Original source text
The partnership brings USDC-powered settlement together with Nium's last-mile global payouts across more than 190 countries, enabling stablecoin payments for global businesses.

, /PRNewswire/ -- Nium, the global leader in real-time cross-border payments infrastructure, and Circle Technology Services, LLC, an affiliate of Circle Internet Group, Inc. (NYSE: CRCL) ('Circle') and operator of Circle Payments Network (CPN), today announced a partnership to connect stablecoin settlement with last-mile global payouts.

As part of the partnership, Nium joins CPN as a global payout partner, providing financial institutions on the network with direct access to Nium's payout infrastructure across more than 190 countries and in 100 currencies.

Nium x Circle Partnership (PRNewsfoto/Nium) With Nium now part of CPN, financial institutions can route payments through the CPN network to Nium's payout infrastructure, including access to Nium's entire portfolio of countries and currencies through a single integration. Payments using CPN will now be supported by integrated FX optimization and smart routing, enabling efficient conversion and delivery without the need to source and manage multiple local providers.

Together, Circle and Nium provide a unified foundation for global payments. Circle delivers regulated, USDC[1]-powered settlements with built-in compliance and a governed network designed for institutional use. Nium enables local currency delivery through real-time, last-mile payout rails and extensive regulatory coverage, allowing institutions to deliver funds delivered in local currency into accounts, wallets, and cards worldwide.

This partnership addresses a key challenge in cross-border payments: bridging fast, transparent settlements with reliable last-mile delivery. By joining CPN, Nium enables institutions to access capabilities through a single payment network without managing fragmented providers and prefunding accounts across multiple corridors.

"Traditional and onchain payment rails are converging, and that convergence demands infrastructure that banks, fintechs, and global enterprises can rely on at scale," said Prajit Nanu, Founder and CEO of Nium." By partnering with Circle and joining CPN, we are combining Circle's regulated settlement instrument with Nium's global payout reach to deliver a more seamless way for institutions to move money worldwide."

"Financial institutions are increasingly looking for ways to use stablecoins to solve persistent payments pain points," said Kash Razzaghi, Chief Commercial Officer at Circle. "Through our partnership with Nium and their integration into Circle Payments Network, we are extending USDC from a settlement instrument into a complete payments flow, helping institutions move money globally with greater speed, transparency, and capital efficiency."

Circle continues to scale CPN, with $8.3 billion in annualized transaction volume based on the trailing 30day activity as of March 31, 2026[2], reflecting growing institutional adoption of USDC for global payments.

With Nium now part of CPN, financial institutions can:

Move money globally using USDC and enable final settlement through Nium's real-time payout network, enabling faster end-to-end payment flows Reduce prefunding requirements across corridors Access global payout capabilities through a single integration Track transactions in real time with onchain transparency For more information, visit  circle.com/cpn or nium.com.

About Nium
Nium provides global infrastructure for real-time cross-border payments, founded on the mission to deliver the global money movement infrastructure of tomorrow, today. Its platform incorporates the most advanced fiat and blockchain capabilities, enabling banks, fintechs, and enterprises to collect, convert, send, and spend funds instantly across borders. Its payout network supports stablecoins, 100 currencies and spans 190+ countries, over 100 of which are in real-time. Funds can be disbursed to accounts, wallets, and cards, and collected locally in 40 markets.

As a principal card issuer on Visa, Mastercard, Discover, and UATP, Nium issues over 38 million card tokens every year. It holds regulatory licenses and authorizations in more than 40 countries, enabling seamless onboarding, rapid integration, and compliance, independent of geography. Nium is backed by leading investors including Visa, Riverwood Capital, Tribe Capital, and New View Capital. The company is co-headquartered in San Francisco and Singapore. For more information, visit www.nium.com.

About Circle Payments Network
Circle Technology Services, LLC (CTS) is the operator of Circle Payments Network (CPN) and offers products and services to financial institutions that participate in CPN to facilitate their CPN access and integration. CPN connects participating financial institutions around the world, with CTS serving as the technology service provider to participating financial institutions. While CTS does not hold funds or manage accounts on behalf of customers, we enable the global ecosystem of participating financial institutions to connect directly with each other, communicate securely, and settle directly with each other. CTS is not a party to transactions between participating financial institutions facilitated by CPN who use CPN to execute transactions at their own risk. Use of CPN is subject to the CPN Rules and the CPN Participation Agreement between CTS and a participating financial institution. 

[1] USDC is issued by regulated affiliates of Circle. See Circle's list of regulatory authorizations at circle.com/legal/licenses.

[2] Company data as of March 31, 2026.

Photo - https://mma.prnewswire.com/media/2987692/Nium_Circle.jpg
Logo - https://mma.prnewswire.com/media/2333904/5987369/Nium_Logo.jpg

SOURCE Nium
2026-06-11 17:26 2mo ago
2026-05-27 11:03 2mo ago
Circle Announces Partnership With Nium: What Does It Mean For CRCL?
CRCL Circle Internet Group
FMP Stock News
Original source text
Circle Internet Group (NYSE:CRCL) announced a partnership with global payments platform Nium on Wednesday, connecting USDC settlement to payout infrastructure across 190 countries.

Single Integration Replaces Fragmented Cross-Border Payment RailsNium joins the Circle Payments Network as a global payout partner, giving financial institutions direct access to payouts across more than 100 local currencies through a single integration. 

Previously, institutions moving money across multiple corridors had to manage fragmented providers and prefund accounts in each market separately.

The partnership allows banks, fintechs, and enterprises to use USDC-powered settlement to route payments through the Circle Payments Network directly into Nium’s infrastructure, delivering local currency funds into accounts, wallets, and cards worldwide. 

The Circle Payments Network already manages $8.3 billion in annualized transaction volume based on trailing 30-day activity as of March 31.

“Traditional and on-chain payment rails are converging, and that convergence demands infrastructure that banks, fintechs, and global enterprises can rely on at scale,” said Nium founder and CEO Prajit Nanu. 

“We are combining Circle’s regulated settlement instrument with Nium’s global payout reach to deliver a more seamless way for institutions to move money worldwide,” he added.

USDC Moves From Settlement Instrument To Complete Payment FlowCircle Chief Commercial Officer Kash Razzaghi explained that financial institutions are increasingly turning to stablecoins to solve persistent cross-border payment problems.

Through the Nium integration, USDC effectively extends beyond settlement into a full end-to-end payment flow, giving institutions greater speed, transparency, and capital efficiency when moving money globally.

The timing matters because the CLARITY Act, currently advancing through the Senate with 70% odds of passing according to Galaxy Digital research, would create the regulatory framework for exactly this type of institutional stablecoin adoption at scale.

Cup And Handle Projects $200 Target If CRCL Clears $115CRCL has completed a textbook Cup and Handle pattern, with the cup bottoming at $50 and the rim forming at $135 to $140. 

The handle pulled back to $95 to $100 before breaking out, with the stock now trading at $104.36.

Price needs to clear the EMA cluster—50 EMA at $105.75, 20 EMA at $111, and 200 EMA at $115—to confirm full continuation. 

A measured cup move projects $200 to $220 on a clean breakout. Support holds at $100 on the handle retest and $95 at the handle low. Loss of $95 on volume collapses the pattern toward the $80 to $85 demand zone.

Image: Shutterstock

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2026-06-11 17:26 2mo ago
2026-05-27 13:57 2mo ago
Circle and Nium Launch Stablecoin Settlement Partnership
CRCL Circle Internet Group
FMP Stock News
Original source text
 | 

Nium and Circle have teamed to link stablecoin settlement with global payout infrastructure.

The partnership will see the cross-border payments company join Circle’s Payments Network (CPN) as a payout partner, the companies said in a Thursday (May 27) news release.

This will allow financial institutions to move funds via Circle’s USDC stablecoin and settle in local currencies across more than 190 countries.

“Traditional and onchain payment rails are converging, and that convergence demands infrastructure that banks, fintechs, and global enterprises can rely on at scale,” said Prajit Nanu, founder and CEO of Nium.

“By partnering with Circle and joining CPN, we are combining Circle’s regulated settlement instrument with Nium’s global payout reach to deliver a more seamless way for institutions to move money worldwide.”

The integration provides CPN participants with direct access to Nium’s payout rails through a single interface, supporting transactions in 100 different currencies. This technical connection is designed to streamline the conversion process through integrated foreign exchange (FX) optimization and smart routing.

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By automating these steps, the release added, the companies hope to remove the need for institutions to do things like managing multiple local service providers.

“Financial institutions are increasingly looking for ways to use stablecoins to solve persistent payments pain points,” said Kash Razzaghi, chief commercial officer at Circle.

“Through our partnership with Nium and their integration into Circle Payments Network, we are extending USDC from a settlement instrument into a complete payments flow, helping institutions move money globally with greater speed, transparency, and capital efficiency.”

In related news, PYMNTS wrote last week about the use of stablecoins in B2B marketplaces, arguing that the figure of this practice might depend less on technological efficiency and more on whether they preserve the credibility, legal certainty and interoperability that took traditional settlement systems decades to develop.

“Large marketplaces increasingly orchestrate not only transactions but also treasury functions, supplier payments, financing relationships and liquidity management,” the report said. “In many cases, marketplaces already resemble quasi-financial institutions.”

They hold balances, handle payouts, optimize working capital and facilitate international commerce between participants doing business across multiple jurisdictions. However, most of this activity relies on settlement rails created decades ago.

Stablecoins have the potential to compress treasury management, liquidity coordination and payment orchestration into software infrastructure, which could mean faster settlement, automated payouts, and less foreign exchange friction, PYMNTS wrote.

“Yet the more stablecoins position themselves as infrastructure, the more they encounter the same constraints that govern all critical financial infrastructure: trust, legal certainty and settlement finality,” that report added.
2026-06-11 17:26 2mo ago
2026-05-28 15:14 2mo ago
Circle Internet Group, Inc. (CRCL) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
CRCL Circle Internet Group
FMP Stock News
Original source text
Circle Internet Group, Inc. (CRCL) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
2026-06-11 17:26 2mo ago
2026-05-29 13:52 2mo ago
Circle Internet Group: The Risks That Defined The Hold Are Fading
CRCL Circle Internet Group
FMP Stock News
Original source text
Circle (CRCL) is upgraded to Buy as distribution bottleneck risks fade and operating evidence improves. USDC circulation, Circle-controlled balances, and RLDC margins are all showing healthy growth despite lower reserve yields and persistent Coinbase drag. Valuation has compressed to ~8x forward revenue, offsetting slower growth expectations and enhancing risk/reward.
2026-06-11 17:26 2mo ago
2026-05-30 22:00 2mo ago
Circle: I Think The Stablecoin Revolution Has A Clear Winner
CRCL Circle Internet Group
FMP Stock News
Original source text
Circle remains a Strong Buy as it leads the stablecoin revolution and outperformed the benchmark with a 38% stock surge. USDC adoption is accelerating, with a 28% YoY increase in circulation and a 263% rise in on-chain transaction volume to $21.5 trillion. Recent partnerships, such as with Nium and Kyriba, expand CRCL's use cases and support the long-term bull thesis.
2026-06-11 17:26 2mo ago
2026-06-01 08:00 2mo ago
Corcel Drills 56.65 Meters of 1.07% Cu, 0.79 g/t Au and 7.1 g/t Ag in the First Drill Hole at the Yuma King Project, Arizona
CRCL Circle Internet Group
FMP Stock News
Original source text
Vancouver, British Columbia--(Newsfile Corp. - June 1, 2026) - Corcel Exploration Inc. (CSE: CRCL) (OTCQB: CRLEF) (the "Company" or "Corcel") is pleased to announce assay results from the first drill hole of the recently completed, Phase 1 drill program at the Yuma King Project (the "Project") located in west-central Arizona.

Drill hole YK26-001 intersected a strong zone of near-surface, skarn-hosted, copper-gold-silver-molybdenum mineralization highlighted by 56.65 meters of 1.07% copper, 0.79 g/t gold, 7.1 g/t silver and 180 ppm molybdenum from 3.35 meters downhole. This drill hole expands on historical drill results and demonstrates the significant mineralization potential of the Yuma King mine area.

Highlights

Significant mineralization in first drill hole: A broad zone of near-surface copper-gold-silver mineralization punctuated with high-grade intervals was intersected in the first drill hole (YK26-001) at the Yuma King mine target. Results include:

56.65 meters of 1.07% Cu, 0.79 g/t Au, 7.1 g/t Ag, and 180 ppm Mo1 starting at 3.35 meters downhole, including,

7.85 meters of 2.28% Cu, 1.14 g/t Au, 6.8 g/t Ag, and 266 ppm Mo from 24 meters downhole and including,

8.80 meters of 2.07% Cu, 1.85 g/t Au, 20.5 g/t Ag, and 312 ppm Mo from 45 meters downhole

Results support current exploration model: Drill results from YK26-001 confirm and expand on historical drill results (e.g., 45.4 meters of 0.78% Cu, 0.53 g/t Au, and 6.3 g/t Ag in drill hole, see news release dated October 7, 2025)1 and demonstrate the significant high-grade and bulk-tonnage mineralization potential of the Yuma King mine target.

Results pending from five additional drill holes: The Phase I drill program consisted of over 1,087 meters across six drill holes and tested over 500 meters of mineralization strike-length. Results are pending from the remaining five drill holes (Figures 1 and 2).

"These are significant initial drill results from our Phase 1 drill program, building on the strong historical drilling completed in 2006 and further supporting the potential for a large-scale, near-surface copper-gold system at Yuma King," commented Jon Ward. "Importantly, this confirmation hole returned higher grades than the historical intercepts."

"The successful completion of our Phase 1 drill program marks an important milestone for the Company, and we look forward to the assay results from the other five drill holes."

Completed Phase I Drill Program

The Phase I drill program at the Yuma King project, near Salome, Arizona, consisted of 1,087 meters across six drill holes (Figure 1, Table 2). Drilling is now complete, with two holes currently at the lab, one drill hole ready for shipment and the final two drill holes undergoing logging and sampling prior to delivery. These drill holes were designed to test over 500 meters of strike-length and the down-dip potential of high-grade skarn-related copper-gold-silver mineralization below historical mine workings (Figure 1). Results from the remaining drill holes will be released once assay data are received, compiled, and interpreted.

Drill hole YK26-001 was designed to evaluate historical drill results from a drill program completed in 2006 by Big Bar Gold. The hole was drilled to the north at a dip of -50o. Based on modeling and review of historical results YK26-001 was planned to expand the mineralization to the north from historical hole YK01-A (Figures 1 and 2). YK26-001 returned a broad zone of near-surface copper-gold-silver mineralization (e.g., 56.65 meters of 1.07% Cu, 0.79 g/t Au, and 7.1 g/t Ag1, Table 1). Mineralization across this zone consists of copper oxides (azurite, malachite, chrysocolla, and tenorite, Figure 3) hosted in copper skarn/replacement in the Redwall Limestone. Results from drill hole YK26-001 confirm and expand on historical drill results and demonstrate the high-grade and bulk-tonnage mineralization potential of the Yuma King target.

Figure 1. Map showing the collar location of drill hole YK26-001 in relation to all recently completed holes with pending results and all historical drill holes. Location of historical underground workings is shown projected to surface.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/8415/299607_corcelimg1.jpg

Figure 2. Long section showing the down-hole assay results from drill hole YK26-001 and the results from historical drill holes. Traces of drill holes with pending results are also shown.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/8415/299607_corcelimg2.jpg

Figure 3. Photos of drill core from hole YK26-001(50.5 to 53.9 m) showing zones of strong copper oxide mineralization with copper grades annotated.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/8415/299607_53b570aa74aada7f_003full.jpg

Table 1. Assay results from drill hole YK26-001

DrillholeIntercept From - To (m)Intercept Thickness1 (m)Cu (%)Au (g/t)Ag (g/t)Mo (ppm)YK26-0013.356056.651.070.797.1180including2431.857.852.281.146.8266including4553.88.802.071.8520.5312Intercepts are drilled widths, true widths are unknown and reported intercepts may not reflect true widths. Table 2. Collar information for drill hole YK26-001

DrillholeEastingNorthingElevationAzimuthDipTotal DepthYK26-0012455243747879640.77341-5091.74YK26-0022455673747870650.3846-50152.4YK26-0032451813747932609.422-60103.3YK26-0042455963747960690.35258-7092.96YK26-0052456473747967691.33180-55127.41YK26-005A2456473747967691.33180-55245.36YK26-0062456943747893700.4250-50274.32Sampling, Quality Assurance/Quality Control (QA/QC)

All sampling was conducted under the supervision of Corcel's geologists, and all drill core analytical results have been monitored through the Company's quality assurance and quality control program (QA/QC). The drill core was sawn in half at Corcel's dedicated and secure core logging and processing facility near Parker, Arizona.

Half of the drill core was sampled and shipped by a bonded courier in sealed and secured woven polyester bags to Agat Laboratories in Calgary, Alberta. Core samples were prepared using standard preparation procedures 200-078 and 200-087 which involve crushing the sample to 80% less than 2mm, followed by a riffle split of 250g, and then a pulverised split to better than 85%, passing 75 microns.

Following sample preparation, the pulps were sent to the Agat Laboratories in Calgary, Alberta for analysis. Agat is registered to ISO/IEC 17025:2017 accreditations for laboratory procedures.

Drill core samples were analyzed for 48 elements, including Cu, Ag, Mo by ICP-OES/MS on a 0.2-gram aliquot using a four-acid digestion (method 201-071 and 201-470 for over-limit results). Gold was analyzed by fire assay on a 50-gram aliquot with an AAS (Atomic Absorption Spectroscopy) finish (method 202-551).

In addition to Agat Laboratories QA/QC protocols, Corcel implements a rigorous internal QA/QC program that includes the insertion of field and lab duplicates, certified reference materials (standards prepared by an independent lab) and blanks into the sample stream. Data verification of the analytical results includes a statistical analysis of the standards and blanks that must pass certain parameters for acceptance to ensure accurate and verifiable results, and the procedures and results are considered acceptable.

Technical Disclosure

Roy Greig, Ph.D., P.Geo, a Qualified Person as defined in National Instrument 43-101 Standards of Disclosure for Mineral Projects, and advisor to Corcel Exploration Inc. has reviewed and approved the technical content in this news release.

About Corcel Exploration Inc.

Corcel Exploration is a mineral resource company engaged in the acquisition and exploration of precious and base metals properties throughout North America. The Company has entered a long-term lease agreement to acquire the Yuma King Cu-Au project in Arizona, which spans a district-scale land position of 3,200 hectares comprising 515 unpatented federal mining claims in the Ellsworth Mining District, including the past-producing Yuma King Mine which saw underground production of copper, lead, gold and silver between 1940 and 1963. For more information, please visit our website at https://corcelexploration.com/.

Caution Regarding Forward-Looking Information

This news release contains "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian securities laws (collectively, "forward-looking information"). Forward-looking information in this news release includes, without limitation, statements with respect to: the expected receipt, compilation, and interpretation of additional assay results from the remaining five drill holes of the Phase 1 drill program at the Project; the potential for the expansion of known copper-gold-silver mineralized zones at the Yuma King mine target; the potential for the Project to host large-scale, near-surface copper-gold mineralization; the Company's plans to conduct future drilling and other exploration work at the Project, including any Phase II drill program; the anticipated timing, scope, and objectives of such work; the ability to secure permits, approvals, community support and financing on acceptable terms; and the potential for the Project to host an economic mining operation in the future.

Forward-looking information is based on a number of assumptions that, while considered reasonable by the Company at the date of this news release, are inherently subject to significant business, economic, competitive, operational and regulatory uncertainties and contingencies. These assumptions include, without limitation: future commodity prices and exchange rates; availability of financing on reasonable terms; availability of equipment, personnel and infrastructure; maintenance of title and access to properties; obtaining all required regulatory, surface and community approvals on expected terms and within expected timelines; accuracy of current technical information; and the absence of material adverse changes in applicable laws, political conditions, taxation, or capital markets.

Forward-looking information is subject to known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from those expressed or implied. Such risks include, without limitation: commodity price volatility; exploration, development, metallurgical and geological risk; permitting, environmental and regulatory risk; title and access risk; financing and liquidity risk; reliance on contractors and third parties; community, ESG and social license risk; political and security risk in foreign jurisdictions; operational disruptions, accidents and labour matters; changes in laws and taxation; dilution and capital markets risk; and the other risks more fully described under "Risk Factors" in the Company's continuous disclosure filings available under its profile at www.sedarplus.ca.

Readers are cautioned not to place undue reliance on forward-looking information. The Company does not undertake to update any forward-looking information except in accordance with applicable securities laws.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299607

Source: Corcel Exploration Inc.

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2026-06-11 17:26 2mo ago
2026-06-03 19:08 2mo ago
Why Circle Internet Group Stock Tumbled Today
CRCL Circle Internet Group
FMP Stock News
Original source text
Circle Internet Group (CRCL +2.42%) wasn't any investor's idea of a good stock buy on Hump Day. Market players aggressively sold out of the stablecoin developer's shares, on the back of a report that several major financial companies are teaming up to develop a competing cryptocurrency. Circle's stock price fell by nearly 11% across that trading session.

New stablecoin coming? Before market open, crypto news and analysis site CoinDesk reported that Visa, Mastercard, and Stripe are on the brink of rolling out a new stablecoin platform. Citing three unnamed individuals "familiar with the plans," the site said a fourth company, crypto exchange operator Coinbase Global, is considering joining.

Image source: Getty Images.

All four companies have, to different extents, developed their own stablecoin capabilities. In fact, Coinbase and Circle co-founded the Centre Consortium as a governance body for Circle's USDC. This lasted until 2023, when the two companies agreed to a two-tier revenue split under which they share the coin's reserve interest income.

CoinDesk said that Visa, Stripe, and Coinbase refused to comment on its story. It had not received a response from Mastercard at the time of publication.

Today's Change

(

2.42

%) $

1.91

Current Price

$

80.84

It's hard to compete with an incumbent The CoinDesk story did not provide any details of this apparent upcoming stablecoin. However, if the article is accurate, such a product is sure to be large-scale and, therefore, competitive even with the most popular stablecoins like USDC or the No. 1 in that category, Tether. Yet I wouldn't sell out of Circle solely on this report, especially without knowing at least a few key details about the new coin, given the prominence and success of USDC so far.

Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Mastercard and Visa. The Motley Fool recommends Coinbase Global. The Motley Fool has a disclosure policy.
2026-06-11 17:26 2mo ago
2026-06-08 08:03 2mo ago
3 Stocks That Can Bounce Back This Week After Falling More Than 10% on Friday
CRCL Circle Internet Group
FMP Stock News
Original source text
If you're coming out of this weekend a little lighter than you were following Thursday's close, you're not alone. The major market indexes took a big hit on Friday, and that didn't tell the full story. A whopping 8% of U.S. exchange-listed stocks posted double-digit percentage declines on the last trading day of the week.

Many might not bounce back right away, but I think Advanced Micro Devices (AMD +1.45%), Groupon (GRPN 0.19%), and Circle Internet Group (CRCL +2.42%) can recover as soon as this week. Let's take a look at Friday's 11% losses across all three, and dig into why they could be buying opportunities here.

Image source: Getty Images.

1. Advanced Micro Devices It was tough to see AMD stock take an 11% hit on Friday, but zoom out and the carnage isn't as bad. AMD has still more than doubled in 2026. The shares have nearly quadrupled over the past year.

Its rapid ascent over the past year isn't a surprise. AMD's central processing units and graphics processing units are moving as the AI revolution intensifies. Keeping up with the booming demand has lit a fire of accelerating growth under AMD's heels. It has posted five consecutive quarters of at least 30% top-line growth. The 38% increase it delivered in its latest quarter is its strongest year-over-year jump in nearly four years.

Today's Change

(

1.45

%) $

6.55

Current Price

$

458.95

The downside to a stock that's up 293% over the past year is that it's harder to make the same valuation argument. AMD has started to pick up the pace on both ends of the income statement in recent quarters, but the stock has fared substantially better. AMD is now trading for 63 times forward earnings, but a more reasonable multiple of 37 based on next year's analyst profit target.

AMD is pressing down on the accelerator even after Friday's bullish sentiment reversal. If 38% is its strongest revenue growth since the second quarter of 2022 -- and that is encouraging -- AMD is expected to grow its business by 43% this year and 57% in 2027. U.S. chip stocks lost a collective $1.3 trillion in market cap on Friday. AMD accounted for 6% of that pain, but that hit can be short-lived if AI demand is still growing.

Today's Change

(

-0.19

%) $

-0.03

Current Price

$

16.06

2. Groupon After eight consecutive years of declining revenue, Groupon bounced back with a marginal uptick in 2025. Reported losses continue, but the provider of deeply discounted local experiences returned to profitability on an adjusted basis in 2025.

Unlike AMD, which has had a great past 12 months, Groupon's stock has shed nearly half of its value over the past year. To be fair, Groupon had almost tripled through the first six months of last year.

The bullish Groupon argument is still there for the making. It's trading at less than 20 times next year's earnings, much cheaper than the two other stocks on this list. Groupon is turning the corner. Revenue is expected to accelerate gradually this year and again in 2027. There's also the business model. Any consumer-facing business is vulnerable to a potential slowdown, but Groupon's platform should benefit from businesses hungry to generate cost-effective leads in a challenging climate. Groupon is built for an audience looking to get more bang for its buck.

Today's Change

(

2.42

%) $

1.91

Current Price

$

80.84

3. Circle Internet Group It wasn't just chip stocks that were hit on Friday. Cryptocurrencies and related investments also took a bearish uppercut. It's easy to see why crypto mining companies and digital currency marketplaces would slide when traders are selling. Circle Internet Group stock should be holding up better.

Circle is a leading issuer of stablecoin products. It also provides blockchain solutions for the cryptocurrency market, but let's go back to its biggest business. Circle is the issuer of USD Coin (USDC +0.00%), a popular stablecoin with a circulation of roughly $75 billion. Circle teamed up with Coinbase (COIN 0.78%) on USD Coin, a currency designed to remain as close as possible to the U.S. dollar (hence the stablecoin designation).

Crypto took a hit last week. USD Coin is still at $1.00. Circle is at the mercy of the more volatile crypto market, not just for its blockchain solutions. If folks cool on crypto, the stablecoin market should also suffer. However, it bears pointing out that analysts see Coinbase revenue sliding 14% this year. Those same Wall Street pros see Circle's top line rising 12% this year, accelerating to a 40% jump come 2027. Opportunity is knocking on all three of these stocks.
2026-06-11 17:26 2mo ago
2026-06-08 13:29 2mo ago
Circle Isn't Hurt By Crypto Mishaps
CRCL Circle Internet Group
FMP Stock News
Original source text
Circle Internet Group remains a Buy, driven by USDC's stable market cap above $70B and rising transaction volumes. USDC's adaptability and payments use case insulate CRCL from broader crypto volatility, with Arc chain and transaction fees offering new revenue streams. CRCL's market cap is $20B, with annualized net income of $220M, and potential for significant growth if USDC reaches $250B and CLARITY passes.
2026-06-11 17:26 2mo ago
2026-06-08 14:10 2mo ago
The SEC Just Included Digital Assets In Its 5-Year Strategic Plan. Which Cryptocurrencies Could See the Biggest Gains?
CRCL Circle Internet Group
FMP Stock News
Original source text
On June 6, the Securities and Exchange Commission (SEC) published its Draft Strategic Plan for 2026 to 2030. SEC chairman Paul Atkins, who was sworn in last April, described the draft as the start of a "new day" for clearer crypto regulations, reduced enforcement overreach, and the modernization of the agency's systems to support innovation while protecting investors.

The SEC's focus on the crypto market is one of the most consequential parts of that plan. It states that "crypto asset technologies have the potential to revolutionize America's financial infrastructure and deliver new optionality, efficiencies, cost reductions, transparency, and risk mitigation for the benefit of all Americans."

Image source: Getty Images.

But to nurture its growth, the plan calls for the agency to provide a "firm regulatory foundation for digital assets and distributed ledger technologies through a rational, coherent, and principled approach." It also calls for clearer separation of regulatory responsibilities between the SEC and the Commodity Futures Trading Commission (CFTC) regarding cryptocurrencies.

This draft plan, along with the proposed CLARITY Act to regulate digital assets, indicates that the government is taking cryptocurrencies much more seriously. Let's see which tokens will benefit from that shift -- and which ones could be left in the dust.

The cryptocurrencies that will benefit from tighter regulations The SEC and CFTC have already jointly approved Bitcoin (BTC +0.45%) and Ethereum (ETH 0.32%), the two largest cryptocurrencies, as commodities rather than securities. That designation should shield them from tighter regulations, which will likely classify many smaller cryptocurrencies as "unlicensed securities" rather than commodities.

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That downward pressure on the smaller tokens should drive more institutional investors to Bitcoin and Ethereum. Ethereum, the world's largest developer-oriented blockchain, will also benefit from a crackdown on smaller decentralized finance (DeFi) and smart contract platforms. Ethereum's more resilient Layer-1 (L1) blockchain competitors, including Solana (SOL +0.70%) and Cardano (SOL +0.70%), should also resist that selling pressure.

Under those new regulations, stablecoins that are fully backed by U.S. dollars and Treasuries could also become a viable alternative to real U.S. dollars. That's bad news for traditional banks, but it's great news for stablecoin issuers like Circle (CRCL +2.42%).

Niche tokens like LINK (LINK 0.15%) and XRP (XRP 0.47%) could also stabilize -- but not necessarily soar -- as the SEC tightens its regulations. LINK will thrive as more developer-driven blockchains draw more data from Chainlink's oracle network (which aggregates real-time data for decentralized apps). XRP, primarily used as a bridge currency for fiat transactions, could gain more momentum as a cheaper, faster alternative to SWIFT for cross-border payments.

The cryptocurrencies that will crumble under tighter regulations Smaller altcoins that aren't valued by their scarcity, like Bitcoin, or by their usefulness to developers, like Ethereum, will likely struggle to attract investors as regulations tighten. The obvious losers include meme coins like Dogecoin and Shiba Inu, which both lost more than half their value over the past 12 months.

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"Privacy coins" like Monero and Dash, which claim to be completely anonymous, could also be delisted under the SEC's new rules. Higher regulatory and compliance costs could also make it much more difficult for small teams of developers to launch new tokens, further consolidating the market under the larger blue chip tokens.

What could the SEC's proposed plans mean for investors? The SEC says the "rapid growth" of the cryptocurrency market has "outpaced the existing regulatory framework". In other words, the crypto market's "wild west" days are ending -- and investors should sell the weaker altcoins that won't survive the tighter market regulations.

They should still stick with the market's bellwethers, like Bitcoin and Ethereum, but they shouldn't expect those top cryptocurrencies to replicate their massive gains from the past decade. Instead, their prices will likely stabilize as they're more broadly used for mainstream payments and financial transactions.
2026-06-11 17:26 2mo ago
2026-06-08 15:00 2mo ago
Bitcoin's Slide Below $60,000 Delivers 80% Windfall For This ETF
CRCL Circle Internet Group
FMP Stock News
Original source text
Bitcoin’s plunge below the key $60,000 level last week created winners in leveraged inverse ETFs betting against some of the crypto market’s most closely watched stocks.

The rally in bearish ETFs coincided with one of Bitcoin’s sharpest declines this year. The world’s largest cryptocurrency fell about 18% last week and briefly dropped to $59,101 on Friday, marking its first move below $60,000 since late 2024.

Strategy’s Weakness Boosts MSTZThe selloff reverberated across crypto-linked stocks, particularly Strategy Inc (NASDAQ:MSTR), the company widely viewed as a leveraged Bitcoin proxy.

Strategy came under pressure after disclosing a small Bitcoin sale, its first since 2022. The announcement raised concerns about the durability of the company’s long-standing buy-and-hold strategy and added to fears surrounding corporate Bitcoin treasury models.

Those concerns helped fuel gains in MSTZ, which seeks to deliver twice the inverse daily performance of Strategy shares.

The pressure on Strategy intensified as investors pulled money from Bitcoin ETFs and questioned whether corporate treasury buyers would continue supporting demand for the cryptocurrency during periods of heightened volatility.

Circle Decline Drives CRCD HigherCRCD posted even stronger returns as shares of Circle Internet Group Inc (NYSE:CRCL), the issuer of the USDC stablecoin, retreated amid the broader crypto downturn.

The ETF is designed to provide twice the inverse daily return of Circle stock, making it one of the most aggressive bearish vehicles available to investors seeking to profit from declines in crypto-linked equities.

Weakness across digital assets was fueled by a combination of ETF outflows, renewed geopolitical tensions in the Middle East and growing uncertainty surrounding the outlook for crypto-related companies.

Bitcoin Rebounds, But Sentiment Remains FragileBitcoin staged a partial rebound on Monday, climbing as much as 3.8% before trading near $62,800 after Strategy Executive Chairman Michael Saylor disclosed a fresh $101 million Bitcoin acquisition, its first purchase since selling 32 coins at $77,135 last week, leading to a 6% surge in MSTR stock.

The recovery, however, is yet to fully restore investor confidence.

Market participants remain cautious after Bitcoin lost roughly half its value from the record highs reached last year. Richard Galvin, executive chairman of crypto investment firm DACM, said, according to a Bloomberg report, that the firm recently raised cash holdings to their highest level in two years, while Apollo Crypto portfolio manager Pratik Kala described market sentiment as “incredibly shaky.”

Investors Continue Betting on Further DownsideFor now, the biggest beneficiaries of that uncertainty have been bearish crypto-equity ETFs.

As Bitcoin struggles to regain momentum despite Monday’s rebound, funds such as CRCD and MSTZ have emerged among the standout performers in the ETF market, highlighting how quickly sentiment has shifted from chasing crypto gains to positioning for further downside in crypto-linked stocks.

Photo: Shutterstock

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2026-06-11 17:26 2mo ago
2026-06-09 11:00 2mo ago
MassPay Expands Stablecoin Payout Capabilities through Circle Payments Network (CPN) Managed Payments
CRCL Circle Internet Group
FMP Stock News
Original source text
Platform Enhances Support for Businesses Looking to Fund, Manage, and Pay Out Using Stablecoin Infrastructure - Powered by CPN Managed Payments

, /PRNewswire/ -- MassPay, a global payouts platform that enables businesses to pay anyone, anywhere through a single integration, today announced an expanded offering through Circle Payments Network (CPN) Managed Payments, provided by Circle Internet Financial, LLC., an affiliate of Circle Internet Group (NYSE:CRCL).

Building on its existing integration with CPN, MassPay now leverages CPN Management Payments for stablecoin-enabled settlement. The integration enables MassPay customers to fund, manage, and send payouts using stablecoins, without directly managing digital assets or blockchain infrastructure.

CPN Managed Payments is a fully managed settlement solution that enables payment service providers (PSPs), fintechs, banks and global enterprises to access the speed and efficiency of digital dollar-based settlement without holding or managing digital assets directly. It addresses key barriers to adoption by abstracting the complexity associated with digital asset management, enabling institutions to access these capabilities while continuing to operate within familiar financial and compliance frameworks.

This expanded integration strengthens MassPay's ability to support businesses using stablecoins as part of their treasury or payout workflows. MassPay customers can now programmatically create and manage dedicated wallets, convert balances  into USDC for treasury purposes, and initiate stablecoin payouts alongside existing options like bank transfers, debit cards, and digital wallets.

"The way businesses hold and move money is changing," said Ran Grushkowsky, CEO of MassPay. "More and more of our customers are holding stablecoins as a core part of how they manage their finances - not as an experiment, but as an everyday tool.  By leveraging CPN Managed Payments, we can better support our customers holistically - from how they fund their accounts, to how they pay their people and partners, worldwide."

"MassPay's expanded use of Circle Payments Network Managed Payments shows payments companies are looking to bring faster, cheaper, and programmable money movement into their core payout operations," said Irfan Ganchi, SVP of Product Management, Payments at Circle. "By leveraging managed infrastructure through CPN, MassPay enables customers to access stablecoin-powered workflows without directly managing digital assets."

For businesses managing large, global payout operations, this integration supports more efficient cross-border payment workflows, particularly across corridors where traditional settlement processes can be slow or expensive. Stablecoin-enabled settlements can help reduce reliance on multiple intermediaries while improving the speed and predictability of payout operations. MassPay supports a broad range of payout methods - including bank transfers, debit cards, digital wallets, and stablecoin-native payouts - through a single integration. As stablecoins become a more standard part of how global businesses manage money, MassPay is positioned to support that shift with CPN Managed Payments. .

About MassPay

We care about your people getting paid, anywhere. MassPay is a leading global payout orchestration platform empowering businesses to move money instantly, compliantly, anywhere, at scale. With a single, easy-to-integrate API, MassPay enables businesses to make real-time payouts to payees via bank transfers, digital wallets, debit cards, cryptocurrency, or cash pickup. The platform combines instant settlement capabilities with embedded compliance and KYC features, ensuring a secure payout experience for marketplaces, direct sales organizations, content creator platforms, and any business that requires a reliable, scalable global payout solution. Learn more at masspay.io.

MEDIA CONTACT:
C-Suite Media Strategies
Kristopher Conesa
[email protected]
www.csuitepr.com
305-975-5934

SOURCE MassPay
2026-06-11 17:26 2mo ago
2026-06-09 16:30 2mo ago
Circle to Speak at VivaTech 2026
CRCL Circle Internet Group
FMP Stock News
Original source text
-

NEW YORK--(BUSINESS WIRE)--Circle Internet Group, Inc. (NYSE: CRCL) announced today that Jeremy Allaire, Co-Founder, Chairman and Chief Executive Officer, will participate in a fireside chat at VivaTech on Wednesday, June 17, 2026, at 5:00 am ET, discussing “Digital Money, Real Power: The New Architecture of Finance.”

The live audio webcast of the session will be available on Circle’s Investor Relations website at www.circle.com/investors. For those unable to listen to the live webcast, a replay will be available on our website shortly after the event.

Please direct any questions regarding obtaining access to the webcast to Circle Investor Relations via email at [email protected].

Disclosure Information
In addition to filings with the Securities and Exchange Commission (SEC), Circle uses its Investor Relations website (https://investor.circle.com), its blog (https://www.circle.com/blog), press releases (https://www.circle.com/pressroom), public conference calls and webcasts, its X feed (https://x.com/circle), and its Linkedin page (https://www.linkedin.com/company/circle-internet-financial) as a means of disclosing material nonpublic information, announcing upcoming investor conferences and for complying with its disclosure obligations under Regulation FD. Accordingly, investors should monitor these sites in addition to following Circle’s SEC filings.

About Circle Internet Group, Inc.
Circle (NYSE: CRCL) is one of the world’s leading internet financial platform companies, building the foundation of a more open, global economy through programmable blockchain infrastructure, digital assets, and payment applications. Circle’s platform includes the world’s largest stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. Enterprises, financial institutions, and developers use Circle to power trusted, internet-scale financial innovation.

More News From Circle Internet Group, Inc.

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2026-06-11 17:21 2mo ago
2026-04-27 18:31 3mo ago
Cadence Design Systems (CDNS) Q1 Earnings and Revenues Top Estimates
OPRX OptimizeRx
FMP Stock News
Original source text
Cadence Design Systems (CDNS - Free Report) came out with quarterly earnings of $1.96 per share, beating the Zacks Consensus Estimate of $1.88 per share. This compares to earnings of $1.57 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +4.26%. A quarter ago, it was expected that this maker of hardware and software products for validating chip designs would post earnings of $1.9 per share when it actually produced earnings of $1.99, delivering a surprise of +4.74%.

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

Cadence, which belongs to the Zacks Computer - Software industry, posted revenues of $1.47 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.69%. This compares to year-ago revenues of $1.24 billion. The company has topped consensus revenue estimates four times over the last four quarters.

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

Cadence shares have added about 6.5% since the beginning of the year versus the S&P 500's gain of 4.7%.

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.92 on $1.44 billion in revenues for the coming quarter and $8.16 on $5.99 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Software is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, OptimizeRx Corp. (OPRX - Free Report) , has yet to report results for the quarter ended March 2026.

This company is expected to post quarterly earnings of $0.01 per share in its upcoming report, which represents a year-over-year change of -87.5%. The consensus EPS estimate for the quarter has been revised 23.5% lower over the last 30 days to the current level.

OptimizeRx Corp.'s revenues are expected to be $18.45 million, down 15.9% from the year-ago quarter.
2026-06-11 17:21 2mo ago
2026-04-28 08:00 3mo ago
OptimizeRx Sets First Quarter 2026 Conference Call for May 12, 2026, at 4:30 p.m. ET
OPRX OptimizeRx
FMP Stock News
Original source text
April 28, 2026 08:00 ET  | Source: OptimizeRx Corporation

WALTHAM, Mass., April 28, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthcare solutions helping life sciences companies reach and engage healthcare professionals (HCPs) and patients, will hold a conference call on Tuesday, May 12, 2026, at 4:30 p.m. Eastern Time to discuss its results for the first quarter period ended March 31, 2026. The financial results will be issued in a press release prior to the call.

OptimizeRx management will host the call, followed by a question-and-answer period. Details for the conference call can be found below:

Date: Tuesday, May 12, 2026 Time: 4:30 p.m. Eastern Time (1:30 p.m. Pacific Time) Toll Free: 1-877-407-9716International: 1-201-493-6779Conference ID: 13760191Call me™ Link: https://callme.viavid.com/viavid/?callme=true&passcode=13760191&h=true&info=company-email&r=true&B=6Webcast: https://viavid.webcasts.com/starthere.jsp?ei=1760247&tp_key=80ee98d522
Please call the conference telephone number or log on to the web access link five minutes prior to the start time.

A replay of the call will remain available for 12 months via the investors section of the OptimizeRx website at http://www.optimizerx.com/investors.

About OptimizeRx

OptimizeRx is a leading healthcare technology company that’s redefining how life science brands connect with patients and healthcare providers. Our platform combines innovative artificial intelligence (AI)-driven tools like the Dynamic Audience Activation Platform (DAAP) and Micro-Neighborhood Targeting (MNT) to deliver timely, relevant, and hyper-local engagement. By bridging the gap between HCP and DTC strategies, we empower brands to create synchronized marketing solutions that drive faster treatment decisions and improved patient outcomes.

Our commitment to privacy-safe, patient-centric technology ensures that every interaction is designed to make a meaningful impact, delivering life-changing therapies to the right patients at the right time. Headquartered in Waltham, Massachusetts, OptimizeRx partners with some of the world’s leading pharmaceutical and life sciences companies to transform the healthcare landscape and create a healthier future for all.

For more information, follow the Company on X, LinkedIn or visit www.optimizerx.com.

OptimizeRx Contact
Andy D’Silva, Chief Business Officer
[email protected]

Investor Relations Contact
Douglas Farrell
LifeSci Advisors, LLC
[email protected]    
2026-06-11 17:21 2mo ago
2026-04-29 16:05 3mo ago
OptimizeRx Releases 2026 Environmental, Social, and Governance (ESG) Report
OPRX OptimizeRx
FMP Stock News
Original source text
April 29, 2026 16:05 ET  | Source: OptimizeRx Corporation

WALTHAM, Mass., April 29, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthcare technology solutions helping life sciences companies reach and engage healthcare professionals (HCPs) and patients, has published its Environmental, Social and Governance (ESG) report for 2026.

As a company focused on optimizing meaningful engagement opportunities at critical junctures of the healthcare journey, we remain dedicated to aligning our mission with our responsibilities as a corporate citizen.

ESG Report Highlights

The appointment of Mary Varghese Presti to our Board of Directors as an independent director furthers our ongoing process to refresh and expand our Board of Directors. Varghese Presti brings more than 25 years of experience at the intersection of healthcare, life sciences, and technology, with a track record of building and scaling platforms that translate innovation into real-world impact.We have added Scope 3 supply chain emissions to our greenhouse gas emissions reporting for the first time since beginning emissions reporting in 2022. To read our full ESG report, please visit our governance page here: https://investors.optimizerx.com/esg.

About OptimizeRx

OptimizeRx is a leading healthcare technology company that’s redefining how life science brands connect with patients and healthcare providers. Our platform combines innovative artificial intelligence (AI)-driven tools like the Dynamic Audience Activation Platform (DAAP) and Micro-Neighborhood Targeting (MNT) to deliver timely, relevant, and hyper-local engagement. By bridging the gap between HCP and DTC strategies, we empower brands to create synchronized marketing solutions that drive faster treatment decisions and improved patient outcomes.

Our commitment to privacy-safe, patient-centric technology ensures that every interaction is designed to make a meaningful impact, delivering life-changing therapies to the right patients at the right time. Headquartered in Waltham, Massachusetts, OptimizeRx partners with some of the world’s leading pharmaceutical and life sciences companies to transform the healthcare landscape and create a healthier future for all.

For more information, follow the Company on X, LinkedIn or visit www.optimizerx.com. 

Important Cautions Regarding Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “anticipates”, “believes”, “estimates”, “expects”, “forecasts”, “intends”, “plans”, “projects”, “targets”, “designed”, “could”, “may”, “should”, “will” or other similar words and expressions are intended to identify these forward-looking statements. All statements that reflect the Company’s expectations, assumptions, projections, beliefs or opinions about the future, other than statements of historical fact, are forward-looking statements, including, without limitation, statements relating to the Company’s growth, business plans, and future performance. These forward-looking statements are based on the Company’s current expectations and assumptions regarding the Company’s business, the economy, and other future conditions. The Company disclaims any intention or obligation to publicly update or revise any forward-looking statements, whether because of new information, future events, or otherwise, except as required by applicable law. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted, or quantified. Future events and actual results could differ materially from those set forth in, contemplated by, or underlying the forward-looking statements. The risks and uncertainties to which forward-looking statements are subject include, but are not limited to, the effect of government regulation, competition, and other risks summarized in the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, its subsequent Quarterly Reports on Form 10-Q, and its other filings with the Securities and Exchange Commission.

OptimizeRx Contact
Andy D’Silva, Chief Business Officer
[email protected]

Investor Relations Contact
Douglas Farrell
LifeSci Advisors, LLC
[email protected]
2026-06-11 17:21 2mo ago
2026-05-04 10:40 3mo ago
Are Investors Undervaluing OptimizeRx (OPRX) Right Now?
OPRX OptimizeRx
FMP Stock News
Original source text
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits.

In addition to the Zacks Rank, investors looking for stocks with specific traits can utilize our Style Scores system. Of course, value investors will be most interested in the system's "Value" category. Stocks with "A" grades for Value and high Zacks Ranks are among the best value stocks available at any given moment.

One stock to keep an eye on is OptimizeRx (OPRX - Free Report) . OPRX is currently sporting a Zacks Rank #1 (Strong Buy), as well as an A grade for Value.

Investors should also note that OPRX holds a PEG ratio of 0.96. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. OPRX's PEG compares to its industry's average PEG of 1.43. Over the past 52 weeks, OPRX's PEG has been as high as 1.13 and as low as 0.33, with a median of 0.76.

Another notable valuation metric for OPRX is its P/B ratio of 2.83. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. This stock's P/B looks attractive against its industry's average P/B of 6.51. Over the past year, OPRX's P/B has been as high as 2.94 and as low as 0.61, with a median of 1.25.

Value investors will likely look at more than just these metrics, but the above data helps show that OptimizeRx is likely undervalued currently. And when considering the strength of its earnings outlook, OPRX sticks out as one of the market's strongest value stocks.
2026-06-11 17:21 2mo ago
2026-05-05 11:00 3mo ago
Earnings Preview: OptimizeRx Corp. (OPRX) Q1 Earnings Expected to Decline
OPRX OptimizeRx
FMP Stock News
Original source text
Wall Street expects a year-over-year decline in earnings on lower revenues when OptimizeRx Corp. (OPRX - Free Report) reports results for the quarter ended March 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 May 12. 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 company is expected to post quarterly earnings of $0.01 per share in its upcoming report, which represents a year-over-year change of -87.5%.

Revenues are expected to be $18.45 million, down 15.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 23.53% 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 OptimizeRx?For OptimizeRx, 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 -500.00%.

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

So, this combination makes it difficult to conclusively predict that OptimizeRx 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 OptimizeRx would post earnings of $0.23 per share when it actually produced earnings of $0.51, delivering a surprise of +121.74%.

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.

OptimizeRx 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.
2026-06-11 17:21 2mo ago
2026-05-07 11:30 3mo ago
Should You Add OPRX Stock to Your Portfolio Pre-Q1 Earnings?
OPRX OptimizeRx
FMP Stock News
Original source text
Key Takeaways OptimizeRx is set to post Q1 results on May 12, with revenues projected to fall 15.9% year over year.OPRX cites weaker managed services demand and conservative pharma spending as key headwinds.The company expects 2026 growth to be backloaded, with stronger performance in the second half. OptimizeRx Corporation (OPRX - Free Report) will report its first-quarter 2026 results on May 12, after the market close.

The Zacks Consensus Estimate for the bottom line in the to-be-reported quarter is pegged at 1 cent, compared with 8 cents reported in the prior-year quarter. The estimate has deteriorated from 2 cents per share over the past 60 days.

Image Source: Zacks Investment Research

The consensus estimate for total revenues is pinned at $18.45 million, down 15.9% year over year.

OPRX’s earnings beat the Zacks Consensus Estimate in the trailing four quarters, the average surprise being 390.29%.

What Our Model Predicts for OPRX’s Q1Our proven model does not predict an earnings beat for OPRX 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. This is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.

OPRX has an Earnings ESP of -500.00% and a Zacks Rank #3.

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

Factors to Focus on Ahead of OPRX’s Q1 EarningsManagement has flagged a slower start to 2026, caused by macro and industry-specific dynamics. Softness in contracted revenues, linked to a broader market shift away from managed services, is an overhang. Management noted that the first half of 2025 saw $9 million higher managed services revenues, which are not expected to repeat this time around.

Moreover, volatility is increasing as pharmaceutical clients adopt a more conservative spending approach amid Most Favored Nation (“MFN”) pricing dynamics.

Management has lowered the revenue outlook for 2026 to $109-$114 million compared with the $118-$124 million provided at the end of the third quarter of 2025. The year is expected to be backloaded, with first-half revenues at 40% and 60% expected for the second half. As a result, the first-quarter performance is expected to have reflected these headwinds.

Coming to margins, while gross margin was 74.8% in the fourth quarter of 2025, OptimizeRx has guided for moderation in 2026, with gross margins expected in the mid-60% range due to normalization in channel mix. The company reiterated its focus on adjusted EBITDA, guiding $21-$25 million for 2026. This is more than the previously mentioned $19-$22 million. In addition to a fixed cost base and scalable operating model, EBITDA is gaining from cost discipline measures (post the Medicx buyout).

Moreover, OptimizeRx emphasized that the pharma marketing spend headwinds appear temporary. Management noted that the company continues to see strong engagement across its network and is confident that the demand trends will cushion the business. It expects normalization over the coming quarters.

Additionally, the expanding adoption of OPRX’s Dynamic Audience Activation Platform (“DAAP”) bodes well. The DAAP platform offers predictive and secure marketing solutions, which connect patients, HCPs and life sciences across a strong network of clinical and personal platforms.

The company has also been seeing momentum across both established pharmaceutical clients and mid-tier/long-tail life science customers.

On the last earnings call, OptimizeRx addressed AI concerns, positioning it as a tailwind rather than a disruption risk, highlighting that AI is expected to free up marketing budgets, which are usually allocated up to 50% to content creation. These could be reallocated toward marketing execution and audience reach, areas where OptimizeRx shines, as highlighted by management.

OPRX Stock PlungesShares of OptimizeRx have lost 60.8% in the past six months compared with the Zacks Computer Software industry’s decline of 19.1%.

Price Performance
Image Source: Zacks Investment Research

Peers such as GoodRx Holdings, Inc. (GDRX - Free Report) , Phreesia (PHR - Free Report) and Doximity (DOCS - Free Report) have declined 16%, 57.9% and 51.1%, respectively.

GoodRx Holdings is another digital healthcare company focused on medication savings in the United States and used by nearly 25 million consumers. Doximity is a top-tier U.S. medical network, used by more than 85% of physicians and a majority of NPs and PAs. Phreesia offers an automated platform for healthcare organizations to manage patient intake.

Key Valuation Metric for OPRXOPRX is trading at a forward 12-month price-to-sales ratio of 1.05, a discount compared with the Zacks Computer Software industry’s 7.05 and the Zacks Computer & Technology sector’s 6.78.

Image Source: Zacks Investment Research

In comparison, DOCS, GDRX and PHR are trading at multiples of 6.81X, 1.12X and 1.1X, respectively.

What to Do With OPRX Stock Before Q1Reduced near-term visibility and management’s expectation of a backloaded year, OPRX appears vulnerable to near-term volatility. On the flip side, strong EBITDA guidance and long-term platform traction provide a strong underlying narrative.

Overall, existing investors could wait for commentary at the upcoming earnings call, while new investors would be better off waiting for a favorable entry point. 
2026-06-11 17:21 2mo ago
2026-05-11 07:30 3mo ago
OptimizeRx Launches Programmatic Access to Authenticated EHR Advertising at Scale
OPRX OptimizeRx
FMP Stock News
Original source text
Expands life sciences marketers’ reach at the validated point of care, enabling DSPs to directly integrate with OptimizeRx’s trusted EHR network for the first time May 11, 2026 07:30 ET  | Source: OptimizeRx Corporation

WALTHAM, Mass., May 11, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthcare technology solutions helping life sciences companies reach and engage healthcare providers (HCPs) and patients at the most important decision points, today announced the launch of a new programmatic connection point between OptimizeRx’s proprietary EHR network and DSPs, enabling media buyers to activate scalable, point of care campaigns within their existing programmatic workflows. This launch also opens up new access for OptimizeRx to the programmatic market, estimated at 90% of the total U.S. digital display ad spend across all industries.

Bridging Point of Care Impact and Programmatic Efficiency

Life sciences media buyers have long faced a tradeoff: activate high-impact campaigns within the EHR through managed programs or buy programmatically with limited or unverified access to real clinical decision moments.

With this launch, media buyers can now combine the speed, control, and transparency of programmatic buying with the precision to reach HCPs directly in their clinical workflow.

Media buyers will be able to:

Activate EHR campaigns faster, directly through their DSPSelf-manage the reach, frequency, and scale of EHR placementsSeamlessly incorporate EHR advertising into their omnichannel strategies “The EHR is one of the most impactful places to engage HCPs, but not every life sciences brand has a practical way to access it,” said Steve Silvestro, Chief Executive Officer at OptimizeRx. “This launch changes that picture. Not only does it expand access to key clinical moments, but it also represents a step-change for DSPs seeking a competitive advantage in the life sciences market, opening the door to new demand, stronger client relationships, and higher industry revenues.”

Expanding DSP Value in the Life Sciences Market

DSPs can now integrate OptimizeRx’s EHR publisher network directly into their native platform environment, giving their life sciences clients access to premium point of care inventory within existing buying workflows.

By connecting OptimizeRx’s proprietary EHR network to their programmatic platforms, DSPs can:

Provide marketers with authenticated, bot-free EHR inventory previously unavailable at scaleDifferentiate their offerings with a high-value channel tailored to the needs of their life sciences clientsCapture an increased share of the $19B+ pharma digital ad market by meeting the demand for greater point of care access To inquire about integrating OptimizeRx into your programmatic platform, contact: Louis Trivento, SVP Strategic Partnerships, [email protected].

About OptimizeRx

OptimizeRx is a leading healthcare technology company that’s redefining how life sciences brands connect with patients and healthcare providers. Our platform combines innovative, AI-driven tools like the Dynamic Audience Activation Platform (DAAP) and Micro-Neighborhood® Targeting (MNT) to deliver timely, relevant, and hyper-local engagement. By bridging the gap between HCP and DTC strategies, we empower brands to create synchronized marketing solutions that drive faster treatment decisions and improved patient outcomes.

Our commitment to privacy-safe, patient-centric technology ensures that every interaction is designed to make a meaningful impact, delivering life-changing therapies to the right patients at the right time. Headquartered in Waltham, Massachusetts, OptimizeRx partners with some of the world’s leading pharmaceutical and life sciences companies to transform the healthcare landscape and create a healthier future for all.

For more information, follow the Company on LinkedIn or X, or visit www.optimizerx.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "enabling", "can", "activate", "expanding", "incorporate", "connecting" or other similar words and expressions are intended to identify these forward-looking statements. All statements in this press release that reflect the Company's expectations, assumptions, projections, beliefs or opinions about the future, other than statements of historical fact, are forward-looking statements, including, without limitation, statements relating to the ability of OptimizeRx to successfully penetrate the programmatic market, a DSP’s ability to expand access to key clinical moments or gain a competitive advantage in the life sciences market, the ability of healthcare marketers to activate point of care campaigns at scale, and a DSP’s ability to better differentiate its offerings or capture greater market share by accessing the EHR network. Because such statements are subject to risks and uncertainties, actual results may differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements are based upon the Company’s current expectations and involve assumptions regarding the Company's business, the economy, and other future conditions that may never materialize or may prove to be incorrect. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted, or quantified. Actual results and the timing of events could differ materially from those anticipated in such forward-looking statements as a result of various risks and uncertainties including, but not limited to the effect of government regulation, seasonal trends, dependence on a concentrated group of customers, cybersecurity incidents that could disrupt operations, the ability to keep pace with growing and evolving technology, the ability to maintain contracts with eRx platforms and EHR networks, competition, and other factors discussed in the Company’s Annual Report on Form 10-K for the year ended December 31, 2024, and in other filings the Company has made and may make with the SEC in the future. One should not place undue reliance on these forward-looking statements, which speak only as of the date on which they were made. The Company undertakes no obligation to update such statements to reflect events that occur or circumstances that exist after the date on which they were made, except as may be required by law.

OptimizeRx Contact
Jennifer Dinkel, VP Marketing
[email protected]

Investor Relations Contact
Douglas Farrell
LifeSci Advisors, LLC
[email protected]

Press Inquiries
Matter Communications
[email protected]

Partnership Inquires
Louis Trivento, SVP Strategic Partnerships
[email protected]
2026-06-11 17:21 2mo ago
2026-05-12 13:05 3mo ago
OptimizeRx Expands EHR Advertising Reach With New DSP Integration
OPRX OptimizeRx
FMP Stock News
Original source text
Key Takeaways OptimizeRx launched a DSP integration for direct access to authenticated EHR ad inventory.OPRX aims to expand point-of-care targeting within broader omnichannel ad strategies.OptimizeRx sees momentum in its Dynamic Audience Activation Platform and pharma clients. OptimizeRx Corporation (OPRX - Free Report) has launched a new programmatic connection point between its proprietary electronic health record (EHR) network and demand-side platforms (DSPs), enabling life sciences marketers to access authenticated EHR advertising inventory directly through existing programmatic buying workflows.

The launch marks a significant expansion of OptimizeRx’s capabilities, allowing media buyers to combine the efficiency and scalability of programmatic advertising with precise targeting at the point of care, while enabling healthcare professionals to receive relevant brand messaging directly within their clinical workflow at key decision-making moments. Through the new integration, advertisers can now activate EHR campaigns more quickly, manage campaign reach and frequency independently, and seamlessly include EHR placements within broader omnichannel marketing strategies.

The company stated that the initiative also opens OptimizeRx to the broader programmatic advertising ecosystem, which accounts for nearly 90% of total U.S. digital display advertising spend across industries. By integrating its EHR network with DSPs, OptimizeRx aims to provide marketers with authenticated, bot-free inventory that reaches healthcare professionals directly within their clinical workflow.

Management highlighted that the launch addresses a longstanding challenge for life sciences advertisers, who previously had to choose between managed EHR campaigns offering direct clinical engagement and programmatic buying options that often lacked verified access to real-time healthcare decision-making moments. Management also stated that the new offering expands access to critical healthcare engagement opportunities while helping DSPs strengthen their value proposition in the life sciences sector.

OptimizeRx added that DSP partners will now be able to differentiate themselves by offering premium point-of-care advertising inventory within their native platforms. The company believes the integration can help DSPs capture a larger share of the more than $19 billion pharmaceutical digital advertising market by meeting growing demand for scalable and measurable healthcare-focused advertising solutions.

Additionally, the expanding adoption of OPRX’s Dynamic Audience Activation Platform bodes well. The company has also been seeing momentum across both established pharmaceutical clients and mid-tier/long-tail life science customers.

OptimizeRx is slated to report first-quarter 2026 results on May 12, after market close.

Let’s Look at the Strategies of CompetitorsDoximity, Inc. (DOCS - Free Report) continues to expand beyond its core pharma marketing business into hiring, telehealth and workflow solutions, broadening its monetization opportunities across a large U.S. TAM while deepening engagement with health systems and pharma clients. Growth is being supported by strong adoption of high-margin products like point-of-care and formulary alerts, increasing workflow usage among prescribers and rising cross-sell opportunities. At the same time, the company’s AI-driven offerings, including DocsGPT, are enhancing physician engagement and platform stickiness, with growing adoption across clinicians and enterprise health systems, positioning DOCS to strengthen its long-term competitive advantage and future monetization potential.

Veeva Systems Inc. (VEEV - Free Report) remains well-positioned as a long-term winner in life sciences digitalization, supported by strong execution, deep customer trust and a broad, integrated product portfolio. Vault CRM adoption continues to scale, while growth is increasingly driven by newer R&D solutions like RTSM, Safety and LIMS alongside strong Crossix performance. The company is also investing steadily in innovation, embedding AI across applications to enhance automation and long-term value creation. The company is seeing expanding adoption across multiple applications during large migrations, with customers increasingly adding solutions like Network, OpenData, Service Center and Campaign Manager alongside core deployments.

OPRX Price Performance, Valuation & EstimatesShares of OptimizeRx have lost 29% in the past three months against the Computer Software industry’s growth of 4.2%.

Image Source: Zacks Investment Research

Regarding the forward 12-month price/sales ratio, OPRX is trading at 1.01, lower than the sector’s multiple of 7.02.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for OPRX’s earnings for fiscal 2027 has been revised downward over the past 60 days.

Image Source: Zacks Investment Research

OPRX currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.
2026-06-11 17:21 2mo ago
2026-05-12 16:01 3mo ago
OptimizeRx Reports First Quarter 2026 Financial Results and Updates Fiscal Year 2026 Guidance
OPRX OptimizeRx
FMP Stock News
Original source text
– Q1 revenue totals $19.8 million– Q1 net loss and adjusted EBITDA came in at $(0.5) million and $3.3 million, respectively– 2026 revenue guidance updated to $95-$100 million; adjusted EBITDA guidance unchanged at $21-$25 million– Paid off an incremental $2.7 million in principal from term loan during Q1– Completed debt refinancing, subsequent to end of Q1, with a $35 million traditional banking facility, resulting in expected $1.5 million in annual interest expense savings– Launched operating efficiency initiatives, subsequent to end of Q1, with expected annualized savings of $3 million, including $1 million in 2026 WALTHAM, Mass., May 12, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthcare technology solutions helping life sciences companies reach and engage healthcare professionals (HCPs) and patients, today announced results for the three months ended March 31, 2026.
2026-06-11 17:21 2mo ago
2026-05-12 18:16 3mo ago
OptimizeRx Corp. (OPRX) Surpasses Q1 Earnings and Revenue Estimates
OPRX OptimizeRx
FMP Stock News
Original source text
OptimizeRx Corp. (OPRX - Free Report) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +1,300.00%. A quarter ago, it was expected that this company would post earnings of $0.23 per share when it actually produced earnings of $0.51, delivering a surprise of +121.74%.

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

OptimizeRx, which belongs to the Zacks Computer - Software industry, posted revenues of $19.84 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 7.59%. This compares to year-ago revenues of $21.93 million. The company has topped consensus revenue estimates four times over the last four quarters.

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

OptimizeRx shares have lost about 49.4% since the beginning of the year versus the S&P 500's gain of 8.3%.

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

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

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

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

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.15 on $24.63 million in revenues for the coming quarter and $0.93 on $112.39 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Software is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Descartes Systems (DSGX - Free Report) , another stock in the same industry, has yet to report results for the quarter ended April 2026. The results are expected to be released on June 3.

This logistics provider is expected to post quarterly earnings of $0.53 per share in its upcoming report, which represents a year-over-year change of +29.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Descartes Systems' revenues are expected to be $191.7 million, up 13.6% from the year-ago quarter.
2026-06-11 17:21 2mo ago
2026-05-12 20:30 3mo ago
OptimizeRx Corporation (OPRX) Q1 2026 Earnings Call Transcript
OPRX OptimizeRx
FMP Stock News
Original source text
OptimizeRx Corporation (OPRX) Q1 2026 Earnings Call Transcript
2026-06-11 17:21 2mo ago
2026-05-12 22:06 3mo ago
OptimizeRx Q1 Earnings Call Highlights
OPRX OptimizeRx
FMP Stock News
Original source text
OptimizeRx NASDAQ: OPRX reported first-quarter fiscal 2026 results that topped consensus expectations, while management lowered its full-year revenue outlook, citing continued caution among life sciences customers and shorter contract commitments tied in part to most-favored-nation pricing dynamics and other macroeconomic pressures.

Chief Executive Officer Steve Silvestro said revenue for the quarter was $19.8 million and adjusted EBITDA was $3.3 million. He characterized the quarter as a “solid start to the year,” but said the healthcare technology operating environment remains in flux.

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“We’re seeing ongoing softness in our contracted revenue base relative to prior year levels,” Silvestro said, pointing to “short to intermediate term disruption” from last year’s most-favored-nation pricing dynamics, along with broader macroeconomic factors. He said those factors have led to “more cautious budget allocations, contract durations, and in some cases, the delaying of campaign timing and scope.”

Despite those headwinds, Silvestro said the company does not believe the pressures will endure, adding that OptimizeRx has made progress with several large manufacturers in restoring spending levels.

Revenue Declines, Profitability Improves Chief Financial and Strategic Officer Edward Stelmakh said first-quarter revenue fell 10% to $19.8 million from $21.9 million in the same period of 2025. He attributed the decline in part to lower-margin managed services revenue, a revenue reduction on a major client account, and more cautious customer budget allocations and shorter program commitments.

Expenses decreased by $4.6 million year over year, which Stelmakh said was primarily due to lower cost of revenue and general and administrative expenses. He said the lower cost of revenue reflected a more favorable product mix, including no direct-to-consumer managed services revenue in the quarter, as well as favorable channel partner mix.

The company’s GAAP net loss narrowed to $0.5 million, or $0.03 per basic and diluted share, compared with a net loss of $2.2 million, or $0.12 per basic and diluted share, in the year-earlier quarter. On a non-GAAP basis, net income rose to $2.7 million, or $0.14 per diluted share, from $1.5 million, or $0.08 per diluted share, a year earlier. Adjusted EBITDA increased to $3.3 million from $1.5 million in the first quarter of 2025.

Operating cash flow was negative $0.5 million, which Stelmakh said was primarily tied to payouts of 2025 bonuses and fourth-quarter 2025 sales commissions during the first quarter. The company ended the quarter with $20.2 million in cash, down from $23.4 million at the end of 2025, and debt of $23.6 million after paying down $2.7 million of principal during the quarter.

Guidance Lowered for Revenue, EBITDA Outlook Maintained OptimizeRx now expects full-year 2026 revenue of $95 million to $100 million. Management maintained its adjusted EBITDA guidance of $21 million to $25 million and continued to expect revenue to be weighted toward the second half of the year at roughly a 40/60 split.

Silvestro said the revised revenue outlook reflects reduced visibility for the full year, even as the company sees growth in certain parts of the business. Stelmakh said the company expects gross margins to normalize in the high-60% range for the full year, citing margin optimization efforts implemented over the last 12 months.

Silvestro also said the company has taken actions to align its cost structure with the current environment, including prioritizing strategic investments, reducing discretionary spending, deploying new agentic technology tools internally and leveraging the scalability of its largely fixed-cost platform. He said those actions are expected to reduce cash operating expenses by approximately $3 million on an annualized basis, including about $1 million of benefit in 2026, excluding severance-related impacts.

DAAP and Subscription Revenue Continue to Grow Management highlighted growth in OptimizeRx’s AI-enabled DAAP solution, which Silvestro said grew 60% in the first quarter. DAAP subscription revenue rose 45%, according to Silvestro, who said the company continues to shift more revenue toward subscription-based models to improve visibility and predictability over time.

Silvestro said one top pharmaceutical client has expanded its use of point-of-prescribe solutions across multiple oncology brands, moving from targeted engagement within specific indications to a broader multi-brand deployment. He said similar momentum is emerging in med tech, where pilot programs are expanding into multimillion-dollar engagements.

Stelmakh said average revenue per top 20 pharmaceutical manufacturer was approximately $2.8 million, with those top 20 companies representing 52% of first-quarter revenue. Net revenue retention remained at 110%, and revenue per full-time employee rose to $801,000 from $710,000 in the first quarter of 2025.

Programmatic Access Seen as Long-Term Growth Opportunity Silvestro said OptimizeRx is enabling demand-side platforms that control more than 80% of digital promotional dollars to connect directly into its proprietary electronic health record network. He described the move as a significant expansion of the company’s platform and go-to-market strategy.

According to Silvestro, the company currently uses less than 10% of available inventory across its network through traditional healthcare provider marketing initiatives. He said programmatic activation could increase utilization over time and potentially become comparable in size to the current healthcare provider business over the long term.

In response to an analyst question, Silvestro said the company expects early revenue from the DSP connections later in the second half of 2026, with more meaningful flow during the 2027 renewal cycle. He declined to provide revenue projections, saying it was too early to quantify the opportunity.

Management Points to One Major Client as Near-Term Pressure During the question-and-answer session, Silvestro said much of the reduced visibility is tied to shorter contract duration and disruption at one larger client. He said contracted revenue remained about 15% to 20% below prior-year levels, similar to what the company had described on its previous earnings call.

Silvestro said customers are continuing to renew, but shorter commitments require more frequent renewals and reduce visibility. He also acknowledged that OptimizeRx “didn’t execute well” in the affected major account, while saying the company has had constructive conversations with that client’s leadership team and has a plan to get the relationship back on track.

When asked whether the disruption could persist into 2027, Silvestro said management views it as contained to 2026. “There’s nothing mechanical wrong in any of these businesses, and certainly in our business,” he said, adding that the company could see buying from the affected clients later in the third quarter or fourth quarter.

Subsequent to the quarter, OptimizeRx refinanced its term loan with Blue Torch Capital through Fifth Third Bank. Stelmakh said the new arrangement includes a fully drawn $25 million term loan and access to a $10 million revolver. The interest rate on the term loan is SOFR plus 2.25%, compared with SOFR plus 8.5% under the prior facility, representing approximately $1.5 million in annual interest expense savings.

Silvestro closed the call by reiterating confidence in the company’s long-term opportunity, citing the shift in life sciences toward digital, data-driven engagement and the company’s focus on DAAP utilization, subscription revenue and sustainable profitable growth.

About OptimizeRx NASDAQ: OPRXOptimizeRx, Inc is a healthcare technology company that operates a digital health network designed to facilitate communication between pharmaceutical manufacturers, payers and healthcare providers. Through its cloud-based platform, OptimizeRx delivers targeted digital interventions—such as patient savings messages, clinical content and product information—directly into electronic health record (EHR) workflows at the point of care. By integrating with leading EHR systems, the company helps life sciences organizations optimize brand engagement, improve patient adherence and support informed prescribing decisions.

The company's core offerings include digital prescription benefit notifications, co-pay assistance alerts and real-time clinical messaging tailored to specific patient populations.

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

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2026-06-11 17:21 2mo ago
2026-05-15 11:10 3mo ago
OptimizeRx Cuts Revenue Outlook: Will Pressures Ease Ahead?
OPRX OptimizeRx
FMP Stock News
Original source text
Key Takeaways OPRX cut 2026 revenue outlook to $95-$100M, down from $109-$114M and earlier $118-124M.Management cites MFN pricing disruption and macro uncertainty as clients tighten budgets, delaying campaigns.OPRX's DAAP grew 60% and related subscription revenues 45%; net revenue retention stayed at 110%. OptimizeRx Corporation (OPRX - Free Report) trimmed its 2026 revenue outlook, reflecting ongoing near-term pressures. Revenues are now expected to be between $95 million and $100 million, compared with the previous range of $109-$114 million. This is the second revision to the revenue outlook, with the initial guidance of $118-$124 million provided at the end of the third quarter of 2025.

Citing disruptions stemming from the most favored nation (“MFN”) pricing dynamics and broader macroeconomic uncertainty, several clients are tightening budgets, affecting contract durations and delaying campaign timing and scope, as highlighted by the management. These factors have reduced contracted revenue visibility, prompting an outlook revision.

First-quarter revenues were down 10% year over year to $19.8 million. Management attributed this decline partly to lower managed services revenues, reduced spending from a major client account and cautious budget spend owing to the above-mentioned factors.

OPRX also noted that some of the pressure is coming from a single large client experiencing continued disruption.

Image Source: Zacks Investment Research

Despite the lowered outlook, OptimizeRx’s underlying business trends appear encouraging. The expanding adoption of OPRX’s Dynamic Audience Activation Platform is expected to support top-line growth. OPRX reported 60% growth in its DAAP platform, along with a 45% increase in related subscription revenues. Net revenue retention remained solid at 110%.

OPRX is adding more customers, especially in the mid-tier and long-tail life science companies. Management views this segment as highly attractive.

Profitability trends are also encouraging, with adjusted EBITDA full-year guidance ($21-$25 million) reiterated. Cost optimization efforts are helping offset revenue pressures. OPRX expects spending disruption to be temporary and largely confined to 2026. The company expects momentum heading into 2027. 

How Are Rivals Navigating?GoodRx Holdings, Inc. (GDRX - Free Report) is another digital healthcare company focused on medication savings in the United States and is used by nearly 25 million consumers. For 2026, the company now expects revenues of $765-$785 million, implying a decline of 1-4% from the $796.9 million reported in 2025. The earlier guided range was $750-$780 million, implying a decline of 2-6% from 2025.

Adjusted EBITDA is now expected to be at least $235 million (compared with the previous guidance of $230 million), indicating a decline from the $270.5 million reported in 2025. The increase in guidance is primarily tied to momentum in Pharma Direct and subscription revenues. Prescription transaction revenues are expected to remain under pressure in 2026.

Doximity (DOCS - Free Report) is one of the leading digital platforms for medical professionals in the United States. For fiscal 2027, revenues are expected to be between $664 million and $676 million, up roughly 4% year over year at the midpoint. Management highlighted that the broader HCP digital pharma advertising market remains soft, limiting visibility. Macro uncertainty and policy concerns are additional concerns.

Adjusted EBITDA is expected to be in the range of $323 million to $335 million, implying an adjusted EBITDA margin of approximately 49%. Fiscal 2026 adjusted EBITDA margin was 55%. The decline underscores increasing AI-related investments. 

OPRX Price Performance, Valuation & EstimatesShares of OptimizeRx have lost 22% in the past month compared with the Computer Software industry’s decline of 0.8%.

Image Source: Zacks Investment Research

Regarding the forward 12-month price/sales ratio, OPRX is trading at 0.84, lower than the sector’s multiple of 6.94.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for OPRX’s earnings for fiscal 2027 has been revised downward over the past 60 days.

Image Source: Zacks Investment Research

OPRX currently carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-06-11 17:21 2mo ago
2026-05-20 09:50 2mo ago
OPRX Boosts DSP Revenue Potential While Navigating Near-Term Headwinds
OPRX OptimizeRx
FMP Stock News
Original source text
Key Takeaways OptimizeRx launched a DSP connection to expand EHR ad access through programmatic workflows.OPRX said DSPs controlling 80% of healthcare ad spending can now access its EHR network.OPRX cuts 2026 revenue guidance to $95M-$100M amid pricing pressure and delayed campaigns. Healthcare marketing is evolving rapidly as pharmaceutical companies look for smarter, more measurable ways to engage both healthcare professionals (HCPs) and patients. In this transformation, OptimizeRx Corporation (OPRX - Free Report) is positioning itself as a major player by expanding its digital advertising capabilities through deeper integration with Demand-Side Platforms (DSPs). This move is likely to broaden the company’s revenue opportunity, strengthen its competitive positioning and improve long-term growth visibility in the healthcare digital engagement market.

It recently launched a new programmatic connection point between its proprietary electronic health record (EHR) network and DSPs, enabling life sciences marketers to access authenticated EHR advertising inventory directly through existing programmatic buying workflows. OptimizeRx is enabling major DSPs, which control more than 80% of digital healthcare ad spending, to access its proprietary EHR network directly. This platform expansion strengthens its go-to-market strategy, allowing media buyers to run scalable point-of-care and point-of-prescribe campaigns within existing programmatic workflows. The move positions OptimizeRx as a healthcare-focused supply-side platform and is expected to drive strong growth through 2027.

OptimizeRx estimates it currently uses less than 10% of its network inventory through traditional HCP marketing. By enabling programmatic activation — the preferred method for pharma media agencies — the company sees significant potential to increase inventory utilization over time. Management believes this channel could grow substantially and eventually match the size of its existing HCP business. Despite ongoing growth, persistent macroeconomic challenges and limited full-year visibility, OPRX lowered its 2026 outlook, now expecting revenue between $95 million and $100 million. This is the second reduction from its initial 2026 guidance of $118-$124 million issued after third-quarter 2025 results.

OPRX continues to face weakness in its contracted revenue base as healthcare industry pricing pressures and broader macroeconomic uncertainty lead to cautious spending, shorter contract durations and delayed campaign activity. However, management emphasized that these issues are not structural threats to the company’s long-term business model. It noted that customer engagement remains healthy in areas less affected by MFN-related disruptions, especially among mid-tier and emerging pharmaceutical clients, suggesting demand for digital healthcare engagement tools remains intact despite temporary market caution.

How Does OPRX Stack Up Against Competitive Pressures?Veeva Systems (VEEV - Free Report) ended fiscal 2026 with record revenue and operating income, surpassing its $3 billion run-rate target and reaffirming plans for CRM to contribute roughly 10% of revenue by 2030. Ongoing innovation, strong customer trust and AI-driven product expansion in R&D and services support growth, while guidance signals confidence despite macro and migration risks. In March, Veeva acquired Ostro, an AI-driven engagement platform that delivers real-time, compliant answers to patients and doctors via brand websites. Using conversational AI and approved content, it provides trusted responses without hallucinations while generating insights to help life sciences companies improve reach and engagement.

Doximity (DOCS - Free Report) remains a top clinician platform, with network scale and subscription revenue supporting durable profitability. Its early integration of generative AI through Doximity GPT has accelerated product stickiness and physician utility. DOCS is scaling AI usage quickly inside its clinician workflow, which can deepen engagement and strengthen differentiation if it converts into durable products. Its client portal and multi-module campaign capabilities have deepened revenue per client, especially among the top 20 pharma customers. Integrated programs that combine content, AI-driven timing and performance data are driving increased spend. However, pharma spending uncertainty, customer concentration, AI investments and legal risks could pressure visibility, margins and sentiment.

OPRX Price Performance, Valuation & EstimatesShares of OptimizeRx have lost 34.5% in the past three months against the Computer Software industry’s growth of 9.7%.

Image Source: Zacks Investment Research

Valuation-wise, OPRX seems attractive, as suggested by the Value Score of A. Regarding the forward 12-month price/sales ratio, OPRX is trading at 0.88, lower than the industry’s multiple of 7.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for OPRX’s earnings for fiscal 2027 has been revised downward over the past 60 days.

Image Source: Zacks Investment Research

OPRX currently has a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-06-11 17:21 2mo ago
2026-05-20 11:41 2mo ago
OptimizeRx Stock Down 30% in a Month: Should Investors Hold or Fold?
OPRX OptimizeRx
FMP Stock News
Original source text
OPRX's shares slid 30% in a month as MFN pricing and cautious pharma spending hit revenue, even as DAAP growth and EBITDA surged.
2026-06-11 17:21 2mo ago
2026-05-21 07:30 2mo ago
DeepIntent Becomes First Healthcare DSP to Integrate OptimizeRx's Authenticated EHR Network
OPRX OptimizeRx
FMP Stock News
Original source text
Powered by OptimizeRx’s new programmatic infrastructure, collaboration expands access to premium point of care inventory for life sciences marketers May 21, 2026 07:30 ET  | Source: OptimizeRx Corporation

WALTHAM, Mass., May 21, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (Nasdaq: OPRX), a leading provider of healthcare technology solutions helping life sciences companies reach and engage healthcare providers (HCPs) and patients at the most important decision points, today announced that DeepIntent, the leading healthcare demand-side platform (DSP), will be the first DSP to integrate OptimizeRx’s proprietary electronic health record (EHR) network into its healthcare advertising platform.

By combining OptimizeRx’s authenticated EHR network with DeepIntent’s healthcare-first DSP capabilities, this collaboration gives life sciences marketers an easier way to activate advertising within HCP workflows, using the same programmatic tools they already rely on for digital media buying. This collaboration also reflects the growing demand for privacy-safe advertising solutions tied to real clinical workflows.

“Our integration with DeepIntent makes validated EHR inventory easier to activate within a platform our clients already trust and value,” said Steve Silvestro, Chief Executive Officer at OptimizeRx. “As we expand programmatic access to our authenticated EHR network, our focus is helping more brands deliver measurable point of care engagement.”

Bringing Programmatic Buying into the Clinical Workflow

As healthcare marketers navigate growing signal loss, tighter privacy standards, and other limitations across traditional open-web advertising, demand is growing for more deterministic, measurable ways to reach providers at clinically relevant moments.

Building on DeepIntent’s existing point of care and omnichannel capabilities, the OptimizeRx integration enables life science marketers to:

Access OptimizeRx’s authenticated EHR inventory directly within DeepIntent’s platformExtend omnichannel campaigns into point of care environmentsReach providers closer to clinical decision momentsActivate scalable point of care campaigns with the speed, control, and flexibility of programmatic buying
DeepIntent is widely recognized for its healthcare-focused DSP capabilities, including audience targeting, activation, optimization, and measurement solutions designed specifically for life sciences brands. Adding reach within OptimizeRx’s proprietary EHR network helps marketers better align media activation with provider engagement across the care journey.

“We’re excited to bring OptimizeRx’s industry-leading EHR network to our established client base of pharmaceutical brands, healthcare agencies, and enterprise marketers,” said Lisa Kopp Johnson, Chief Revenue Officer, DeepIntent. “By offering scalable access to providers directly within their clinical workflows, we can help deliver more timely and relevant information that supports informed care decisions and better patient outcomes. This partnership comes as DeepIntent is building the richest marketplace of vital inventory relevant to our clients.”

Expanding Access to Point of Care Media

The DeepIntent collaboration reflects OptimizeRx’s broader strategy to expand programmatic access to its authenticated EHR network through select DSP partnerships. By opening its infrastructure to additional demand-side integrations over time, the company aims to make clinically aligned point of care media more accessible within modern healthcare advertising workflows.

Availability

OptimizeRx’s authenticated EHR network is expected to be available on the DeepIntent platform in Q3 2026. For more information about availability or to inquire about DSP integration opportunities, please contact us at https://www.optimizerx.com/contact-us.

About OptimizeRx

OptimizeRx is a leading healthcare technology company that’s redefining how life sciences brands connect with patients and healthcare providers. Our platform combines innovative, AI-driven tools like the Dynamic Audience Activation Platform (DAAP) and Micro-Neighborhood® Targeting (MNT) to deliver timely, relevant, and hyper-local engagement. By bridging the gap between HCP and DTC strategies, we empower brands to create synchronized marketing solutions that drive faster treatment decisions and improved patient outcomes. 

Our commitment to privacy-safe, patient-centric technology ensures that every interaction is designed to make a meaningful impact, delivering life-changing therapies to the right patients at the right time. Headquartered in Waltham, Massachusetts, OptimizeRx partners with some of the world’s leading pharmaceutical and life sciences companies to transform the healthcare landscape and create a healthier future for all. 

For more information, follow the Company on LinkedIn or X, or visit www.optimizerx.com.

About DeepIntent

DeepIntent is the leading healthcare demand-side platform (DSP), purpose-built to help marketers plan, activate, and optimize data-driven campaigns with speed and precision. Trusted by the world’s top healthcare brands and their agencies, DeepIntent uniquely unites media, identity, and real-world clinical data to power privacy-safe, omnichannel marketing across every screen. Backed by patented technology and proven outcomes, DeepIntent’s platform delivers measurable audience quality and script lift at scale. Learn more at www.deepintent.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "will", "can", "activate", “access”, “expanding", "incorporate", "connecting" or other similar words and expressions are intended to identify these forward-looking statements. All statements in this press release that reflect the Company's expectations, assumptions, projections, beliefs or opinions about the future, other than statements of historical fact, are forward-looking statements, including, without limitation, statements relating to the availability of OptimizeRx’s EHR inventory on the DeepIntent DSP, the growing demand for privacy-safe advertising solutions tied to real clinical workflows, the success of pharmaceutical brands to deliver measurable point of care management, the ability of healthcare marketers to activate point of care campaigns at scale, expansion of programmatic access to the Company’s EHR network, and the accessibility of clinically aligned point of care media within healthcare advertising workflows. Because such statements are subject to risks and uncertainties, actual results may differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements are based upon the Company’s current expectations and involve assumptions regarding the Company's business, the economy, and other future conditions that may never materialize or may prove to be incorrect. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted, or quantified. Actual results and the timing of events could differ materially from those anticipated in such forward-looking statements as a result of various risks and uncertainties including, but not limited to the effect of government regulation, seasonal trends, dependence on a concentrated group of customers, cybersecurity incidents that could disrupt operations, the ability to keep pace with growing and evolving technology, the ability to maintain contracts with eRx platforms and EHR networks, competition, and other factors discussed in the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, and in other filings the Company has made and may make with the SEC in the future. One should not place undue reliance on these forward-looking statements, which speak only as of the date on which they were made. The Company undertakes no obligation to update such statements to reflect events that occur or circumstances that exist after the date on which they were made, except as may be required by law. 

OptimizeRx Contact
Jennifer Dinkel, VP Marketing 
[email protected]

OptimizeRx Investor Relations Contact
Douglas Farrell 
LifeSci Advisors, LLC 
[email protected]

OptimizeRx Press Inquiries
Matter Communications
[email protected] 

DeepIntent Press Inquiries
[email protected]

OptimizeRx Partnership Inquiries
Louis Trivento, SVP Strategic Partnerships 
[email protected] 
2026-06-11 17:21 2mo ago
2026-05-28 12:06 2mo ago
OptimizeRx vs. Doximity: Which Digital Health Stock Is the Better Bet?
OPRX OptimizeRx
FMP Stock News
Original source text
Key Takeaways Doximity expanded AI adoption, with 140 health systems purchasing its clinical AI suite.DOCS signed initial AI search deals with top pharma firms despite cautious ad spending trends.OptimizeRx lowered its revenue outlook as shorter contracts and client disruption hurt visibility. OptimizeRx Corporation (OPRX - Free Report) and Doximity, Inc. (DOCS - Free Report) both operate in the digital healthcare engagement space, helping pharmaceutical companies and healthcare providers improve communication, workflow efficiency and physician engagement through technology-driven platforms. The companies are also investing heavily in AI-enabled tools to expand their capabilities and strengthen their positions within healthcare marketing and clinical workflow ecosystems.

At the same time, both companies are navigating a challenging healthcare advertising environment marked by cautious pharmaceutical spending, shorter contract durations and macroeconomic uncertainty. Despite these near-term pressures, management at both firms emphasized continued customer engagement, expanding AI initiatives and long-term growth opportunities tied to digital healthcare transformation.

Let’s evaluate their fundamentals, growth prospects, market challenges and valuations to determine which one presents a stronger investment opportunity.

The Case for OPRXOptimizeRx is gaining from the continued adoption of its AI-enabled DAAP solution, which grew 60% during the first quarter. The company highlighted expanding usage from major pharmaceutical clients, where point-of-prescribe solutions have evolved from targeted engagements into scaled multi-brand deployments, driven by measurable improvements in prescriber engagement and campaign performance. Management said this demonstrates the company’s ability to deepen relationships within large enterprise accounts.

OptimizeRx is also gaining from operational improvements and strategic platform expansion initiatives. The company’s DAAP subscription revenues increased 45% year over year, helping improve revenue visibility and build a more predictable financial model. OptimizeRx also announced new integrations with demand-side platforms controlling more than 80% of digital promotional spending, which management believes could drive meaningful long-term growth and improve utilization across its EHR network.

OPRX is also benefiting from growing momentum within the medtech sector and increasing adoption among mid-tier and long-tail life sciences customers. In the last earnings call, management highlighted that initial pilot programs are expanding into multimillion-dollar engagements, reinforcing confidence in the repeatability of its growth model. Management also stated that these customer groups remain significantly underpenetrated and represent a substantial long-term opportunity.

However, OptimizeRx is facing continued macroeconomic and healthcare industry headwinds that are affecting customer spending patterns. Management stated that cautious budget allocations, shorter contract durations, delays in campaign timing related to most favored nation pricing dynamics and broader macro uncertainty are reducing visibility into full-year performance. The company lowered its full-year revenue outlook to reflect these pressures. For 2026, it expects revenues to range between $95 million and $100 million, while continuing to project adjusted EBITDA between $21 million and $25 million.

Image Source: Zacks Investment Research

OptimizeRx is also dealing with a disruption tied to one major client relationship. Management stated that execution challenges within that account, combined with organizational changes at the client, contributed to weaker contracted revenue visibility. Although management in the last earnings call stated that conversations with the client have improved and the relationship is stabilizing, the disruption is expected to continue through much of 2026.

The Case for DOCSDoximity is gaining from accelerating AI adoption and growing physician engagement across its platform. In the last earnings call, management stated that nearly half of all U.S. doctors work at hospitals using its workflow or scheduling tools, while workflow engagement reached more than 800,000 unique quarterly active prescribers, representing roughly 30% year-over-year growth. Management also stated that AI Search and Scribe users have tripled since the Pathway acquisition.

The company is benefiting from expanding adoption of its clinical AI suite among hospitals and healthcare systems. It said 140 health systems, including seven of the top 20 hospitals in the United States, have purchased its clinical AI suite, providing more than 250,000 prescribers with HIPAA-compliant AI workflows. Management highlighted strong physician preference for its AI answers in side-by-side clinical evaluations due to built-in drug references and peer-reviewed functionality.

DOCS is gaining from early traction in AI monetization opportunities. The company has already signed its first AI search agreements with the top 20 pharmaceutical manufacturers and described strong interest from pharma marketers seeking innovative AI-based engagement tools. Doximity believes AI search could represent a multibillion-dollar incremental market opportunity on top of its existing pharma advertising business.

Image Source: Zacks Investment Research

However, Doximity is grappling with softer demand conditions within the healthcare professional digital pharma advertising market. Management stated that policy uncertainty and macroeconomic concerns are leading pharmaceutical companies to make shorter-term spending commitments and maintain cautious budget strategies. The company’s visibility remains limited and it expects overall market growth to remain modest during the fiscal year.

DOCS is also experiencing margin pressure tied to elevated AI investment spending. The company noted that rising AI compute costs and increased investments in research, compute infrastructure and marketing are weighing on near-term profitability. Management expects these higher expenses to continue through fiscal 2027 as the company prioritizes long-term AI expansion initiatives.

Share Performance of OPRX & DOCSIn the past six months, OPRX stock has plunged 66% while DOCS has declined 60.3%.

Image Source: Zacks Investment Research

Valuation for OPRX & DOCSIn terms of Price/Book, OPRX shares are trading at 0.71X, lower than DOCS’ 3.94X.

Image Source: Zacks Investment Research

How Do Estimates Compare for OPRX & DOCS?Over the past 60 days, analysts have revised their estimates downward for OPRX’s bottom line for the current year.

Image Source: Zacks Investment Research

For DOCS, estimates have been revised downward over the past 60 days.

Image Source: Zacks Investment Research

OPRX or DOCS: Which Stock Is the Better Investment?While DOCS carries a Zacks Rank #3 (Hold) at present, OPRX has a Zacks Rank #4 (Sell). Consequently, in terms of Zacks Rank, DOCS seems to be a better option at the moment.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-06-11 17:21 2mo ago
2026-06-01 07:30 2mo ago
OptimizeRx to Participate in Upcoming Investor Conferences
OPRX OptimizeRx
FMP Stock News
Original source text
June 01, 2026 07:30 ET  | Source: OptimizeRx Corporation

WALTHAM, Mass., June 01, 2026 (GLOBE NEWSWIRE) -- OptimizeRx Corp. (the “Company”) (Nasdaq: OPRX), a leading provider of healthcare solutions helping life sciences companies reach and engage healthcare professionals (HCPs) and patients, today announced that management will participate in the following upcoming investor conferences:

Stifel 2026 Boston Cross Sector 1x1 Conference, Boston, June 2 – 3, 202646th Annual William Blair Growth Stock Conference, Chicago, June 2 – 4, 2026 Stifel 2026 Boston Cross Sector 1x1 ConferenceDate:  Tuesday, June 2, 2026 Format: 1x1 Meetings Location: InterContinental Boston   William Blair & Company’s 46th Annual Growth Stock ConferenceDate:  Wednesday, June 3, 2026 Format: 1x1 Meetings and Corporate PresentationLocation: Loews Hotel Chicago Presentation Time: 8-8:30 am CDT To request a meeting or for more details about the conferences please reach out to your institutional contact.

About OptimizeRx

OptimizeRx is a leading healthcare technology company that’s redefining how life science brands connect with patients and healthcare providers. Our platform combines innovative artificial intelligence (AI)-driven tools like the Dynamic Audience Activation Platform (DAAP) and Micro-Neighborhood Targeting (MNT) to deliver timely, relevant, and hyper-local engagement. By bridging the gap between HCP and DTC strategies, we empower brands to create synchronized marketing solutions that drive faster treatment decisions and improved patient outcomes.

Our commitment to privacy-safe, patient-centric technology ensures that every interaction is designed to make a meaningful impact, delivering life-changing therapies to the right patients at the right time. Headquartered in Waltham, Massachusetts, OptimizeRx partners with some of the world’s leading pharmaceutical and life sciences companies to transform the healthcare landscape and create a healthier future for all.

For more information, follow the Company on X, LinkedIn or visit www.optimizerx.com. 

OptimizeRx Contact
Andy D’Silva, Chief Business Officer
[email protected]

Investor Relations Contact
Douglas Farrell
LifeSci Advisors, LLC
[email protected]    
2026-06-11 17:21 2mo ago
2026-05-21 11:18 2mo ago
Why Did Quantum Computing Stock Pop Today?
QUBT Quantum Computing
FMP Stock News
Original source text
Valued at only $2.2 billion in market capitalization, Quantum Computing (QUBT 0.32%) stock may have the best name in the quantum computing industry -- but it's still one of the smaller stocks in this industry. Despite what you may be seeing happen with the stock price today, however, I fear Quantum Computing may be destined to stay small.

Shares of Quantum Computing leapt 16% through 11:05 a.m. ET Thursday morning, after The Wall Street Journal reported the Trump Administration plans to award $2 billion in grants to nine quantum computing companies and take equity stakes to secure its investment in each.

Image source: Getty Images.

Money for thee, but not for me That sounds like good news, but here's the thing:

Quantum Computing is not one of these nine companies. Instead of giving money to Quantum Computing, the Trump Administration will award $100 million each to its rivals D-Wave Quantum (QBTS 0.52%), Infleqtion (INFQ 2.36%), and Rigetti Computing (RGTI +0.69%), $375 million to Globalfoundries (GFS +3.02%), and a cool $1 billion to International Business Machines (IBM 0.30%)!

A handful of privately owned companies will split the remainder of the $2 billion.

And Quantum Computing itself will get none.

Today's Change

(

-0.32

%) $

-0.03

Current Price

$

9.50

What does this mean for Quantum Computing stock? So how is this good news for Quantum Computing stock, if it's getting no money, and everyone else is getting a lot of money -- plus backing from the U.S. government that will give it an interest in seeing Quantum Computing's rivals succeed (and perhaps that Quantum Computing fails)?

I honestly don't see any logic in investors buying Quantum Computing stock on this news. With analysts still expecting the stock to lose money for years, it may be time to sell.

Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GlobalFoundries and International Business Machines. The Motley Fool has a disclosure policy.
2026-06-11 17:21 2mo ago
2026-05-21 12:52 2mo ago
Quantum computing stocks soar as Trump uses Biden-era legislation to award $2 billion in grants
QUBT Quantum Computing
FMP Stock News
Original source text
It’s a good day to be an American quantum computing company—well, as long as you’re willing to give up some equity. 

Nine major firms are splitting $2 billion in grants from the Trump administration, the Wall Street Journal reports. In return, the government will take varying equity stakes in each of the companies.

IBM will receive half the award, putting it toward a new IBM company called Anderon. IBM will match the grant with another $1 billion in cash for the Albany, New York-based standalone company. 

It’s an investment that IBM predicts will pay off in spades.

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“Anderon will operate as a state-of-the-art 300-millimeter quantum wafer foundry,” IBM stated in an announcement. “It will help the nation solidify its leadership at the center of a thriving new quantum industry that is estimated to generate up to $850 billion in economic value by 2040 and spur American economic growth while also bolstering national security.” 

Alongside IBM, GlobalFoundries is set to receive $375 million from the grant, while companies such as D-Wave Quantum, Inc., Infleqtion Inc., and Rigetti Computing Inc. should get $100 million each. 

Diraq, a private startup, is expected to receive $38 million. 

Explore Topicsmarketsquantum computingstocks
2026-06-11 17:21 2mo ago
2026-05-22 10:34 2mo ago
Rigetti Surges 17%, Quantum Computing Inc. Soars 14%, D-Wave Pops 13%, IonQ Rises 8%: The Quantum Bounce Becomes a Rally
QUBT Quantum Computing
FMP Stock News
Original source text
Shares of Rigetti Computing (NASDAQ:RGTI), Quantum Computing Inc. (NASDAQ:QUBT), D-Wave Quantum (NYSE:QBTS), and IonQ (NYSE:IONQ | IONQ Price Prediction) are extending Thursday’s sector rebound into a second straight session. In morning trading, RGTI shares are up 17%, QUBT shares are up 14%, QBTS shares are climbing 13%, and IONQ shares are rising 8%.

It’s no longer a one-day bounce. RGTI, QBTS, QUBT, and IONQ shares are now mid-way through a two-day rally with serious cumulative magnitude across the basket, extending well beyond Thursday’s single-session bounce.

24/7 Wall St. flagged Thursday’s sharp rebound across RGTI, QBTS, QUBT, and IONQ. Today’s session is stacking right on top of yesterday’s gains, and the leadership pattern inside the group is repeating almost line for line.

Day Two Stacks on Day One RGTI shares are up 17% today, on top of Thursday’s 19% jump. Rigetti stock trades near $26, against a $22.04 prior close.

QBTS shares are up 13% today, on top of Thursday’s 19% move. D-Wave Quantum stock’s one-month gain now sits at 33%.

QUBT shares are up 14% today after rising 13% on Thursday. Quantum Computing Inc. stock has now logged a one-month gain of 27%.

IONQ shares are up 8% today, after climbing 7% on Thursday. IonQ stock remains the day’s laggard, even though its one-month gain of 31% is undeniably impressive.

Same Dispersion Pattern Repeats The ranking within the group from Thursday is repeating today almost exactly. RGTI and QBTS, the two most beaten-down names heading into the week, are leading again on Day 2.

QUBT continues to sit in the middle of the pack. IONQ, a strong one-month and year-to-date (YTD) performer, is again bouncing the least, consistent with the classic deepest-pullback-bounces-hardest pattern playing out across two consecutive sessions.

The four companies pursue meaningfully different quantum approaches. Rigetti runs superconducting qubits, D-Wave Quantum sells annealing systems, IonQ uses trapped ions, and Quantum Computing Inc. is built around photonic technology. The basket trade tends to flatten those distinctions on momentum days.

Bull Case Versus Bear Case The bull case rests on AI-quantum convergence narratives, growing government and defense interest, and broader speculative-name rotation. IonQ’s Q1 2026 revenue of $64.67M (up 755% year over year) and raised FY2026 guidance of $260M to $270M give the group leader real fundamental thrust, while D-Wave Quantum’s Q1 bookings of $33.4M point to commercial pull.

The bear case is straightforward. These are pre-revenue or barely-revenue companies trading mostly on sentiment, two-day vertical moves in speculative names often attract profit-takers, and competition from larger incumbents like IBM and Quantinuum continues to loom over the pure-plays.

What to Watch Investors will watch for whether Monday brings a third consecutive up-day for the quantum basket, or whether the typical pattern of a Friday rip cooling by the next session asserts itself. D-Wave Quantum’s first-ever Investor Day, scheduled for June 1 at the NYSE, is the next dated catalyst on the calendar.

Beyond that, broader sentiment toward speculative AI-adjacent themes and any individual technical milestones could move the group. RGTI, QBTS, QUBT, and IONQ trade together, but each name has its own roadmap and its own balance sheet.

For investors in RGTI, QBTS, QUBT, and IONQ, the honest framework matters more than the headline. A two-day vertical move is real, yet pre-revenue companies trading on sentiment can reverse course just as quickly as they rallied, and prudent position sizing is the takeaway here.
2026-06-11 17:21 2mo ago
2026-05-22 12:04 2mo ago
QUBT Rallies With the Rest of Quantum Computing, but Don't Buy the Hype
QUBT Quantum Computing
FMP Stock News
Original source text
© Canva: golubovy from Getty Images and Bigc Studio

Quantum computing stocks are flying again, lifted by a wave of policy enthusiasm after reports that the Trump administration is taking stakes in select quantum names. Quantum Computing (NASDAQ:QUBT) has joined the parade, jumping 19.35% on May 21 and another 15.64% intraday on May 22 to $13.20. The problem: QUBT was not one of the companies receiving an investment, and the fundamentals make the move difficult to defend.

Riding Coattails It Did Not Earn Rigetti Computing (NASDAQ:RGTI) was a named beneficiary of the federal push and is up 48% on the week with another 20% session today. IonQ (NYSE:IONQ | IONQ Price Prediction), the sector revenue leader, is up 46.71% over the past month and remains a plausible future recipient of similar support. QUBT, by contrast, was not on the list and is unlikely to be added.

Reddit captured the mood with a top post noting, “The Trump administration just announced it is buying in quantum stocks. Bullish activity picked up 2 days prior.” That reflects sector momentum rather than a QUBT-specific thesis.

The Numbers Do Not Support the Stock QUBT carries a market capitalization near $2.99 billion against Q1 2026 revenue of just $3.691 million, which itself missed estimates by 24.77%. The price-to-sales ratio sits at 497. Gross profit was negative $721,000, meaning cost of revenue exceeded revenue. Operating loss came in at $20.55 million, with contract backlog of only $16 million.

The headline revenue growth of 5,950.8% year over year is misleading. Nearly all of it traces to the $110 million Luminar Semiconductor acquisition closed in February and the smaller $5 million NuCrypt deal in March. The reported $0.02 EPS loss was cushioned by $13.5 million in interest income and a $3.2 million non-cash derivative gain.

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

A Different Risk Profile From Its Peers CEO Yuping Huang framed the quarter as progress toward “accessible, scalable, and affordable quantum machines and photonic solutions.” Compare that to IonQ CEO Niccolo de Masi describing “the biggest quarter in our company’s history” on $64.67 million in revenue and raised guidance of $260M to $270M for the year.

QUBT also carries baggage its peers do not: a history of securities fraud allegations tied to claims about technology capabilities, contracts, and revenue sources, plus a long-running reputation as a serial promoter. CFO Christopher Roberts disposed of 78,262 shares in early March at around $7.85, well below current prices.

Analyst targets average $17.83, but that consensus was set against a different fundamental backdrop. The sector rally is real. QUBT’s participation in it rests on association rather than fundamental results.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Quantum Computing didn't make the cut. Grab the names FREE today.
2026-06-11 17:21 2mo ago
2026-05-22 12:05 2mo ago
Why Does Quantum Computing Stock Keep Going Up?
QUBT Quantum Computing
FMP Stock News
Original source text
Yesterday, as you've probably heard, The Wall Street Journal reported on a Trump Administration plan to award $2 billion in grants to nine quantum computing companies -- none of which is named Quantum Computing (QUBT 0.32%).

It's perhaps unsurprising that the company named "Quantum Computing" still got caught up in the quantumania yesterday. Indeed, Quantum stock started moving a day before the announcement, then rocketed higher yesterday -- and higher again today.

Up 15.6% through 11:50 a.m. Friday, Quantum shares have gained 44% in three days of trading. But does it make sense that one of the only quantum computing stocks to not win a grant is going up right alongside all the quantum computing stocks that did?

Image source: Getty Images.

Now it's official Maybe... if there was a typo in the Journal article? Maybe... if someone simply forgot to mention that Quantum Computing got its own contract, too?

Except that didn't happen.

Shortly after WSJ broke the story, the Department of Commerce confirmed the list of winners. Operating under the CHIPS and Science Act, Commerce will "support and accelerate critical research and manufacturing of technologies for the quantum ecosystem," awarding foundry contracts to Globalfoundries (GFS +3.02%) and International Business Machines (IBM 0.30%), and quantum technology contracts to "Atom Computing," "Diraq," "PsiQuantum," "Quantinuum," D-Wave Quantum (QBTS 0.52%), Infleqtion (INFQ 2.36%), and Rigetti Computing (RGTI +0.69%).

But again, not a penny for Quantum Computing Inc.

Today's Change

(

-0.32

%) $

-0.03

Current Price

$

9.50

What does this mean for Quantum Computing stock? Most grants were for $100 million, enough to give Quantum Computing two years of runway before it runs out of money -- if it had won a grant. Without a grant, Quantum Computing must continue burning its own cash at a rate of more than $42 million per year.

This is bad news, not good news, for Quantum Computing stock.

Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GlobalFoundries and International Business Machines. The Motley Fool has a disclosure policy.
2026-06-11 17:21 2mo ago
2026-05-26 16:40 2mo ago
Rigetti Computing vs. Quantum Computing: Which Quantum Tech Stock Is a Better Buy in 2026?
QUBT Quantum Computing
FMP Stock News
Original source text
The quantum computing race is heating up, but choosing a winner involves navigating significant financial losses. Will you favor Rigetti Computing (RGTI +0.69%) or the smaller Quantum Computing (QUBT 0.32%) today?

Rigetti builds quantum devices using superconducting technology while Quantum Computing focuses on photonics as its approach. Both companies are early-stage players in a field that could redefine computing power. This comparison evaluates their financials and business models to see which is better positioned for your portfolio.

The case for Rigetti ComputingRigetti Computing builds superconducting quantum processors and offers access through its own cloud platform. It serves national laboratories and research centers within the tech stocks landscape, with a heavy reliance on the U.S. government. Sales to government entities comprised roughly 90.2% of total revenue in its 2025 fiscal year, which adds a layer of risk to the business.

In its 2025 fiscal year, revenue reached $7.1 million, representing a decrease of nearly 34.3% from the prior year. The company reported a net loss of $216.2 million for the period. The net margin reached approximately -3,050.4%, indicating that losses were significantly larger than the total revenue generated.

As of its December 2025 balance sheet, the debt-to-equity ratio is zero. This indicates that the company has no total debt relative to its shareholder equity. The current ratio, which measures the ability to cover short-term liabilities with current assets, is very high at nearly 37.4x. Free cash flow, which is cash from operations minus capital expenditures, was negative $77.2 million.

The case for Quantum ComputingQuantum Computing develops integrated photonics and quantum optics products for high-performance computing. The company says its technologies serve diverse markets, and it has operations in Arizona, California, and Massachusetts. It operates a specialized foundry for integrated photonics to support its machine development.

In its 2025 fiscal year, revenue reached roughly $682,000, indicating an 82.8% increase compared to the previous fiscal year. Despite this growth, the company reported a net loss of $18.7 million. The net margin was approximately -2,738.1%, which highlights the fact that the company is currently spending much more on research than it earns.

As of its December 2025 balance sheet, the debt-to-equity ratio is zero. The current ratio is roughly 102.4x, which suggests a high level of liquid assets relative to upcoming bills. Free cash flow was approximately negative $37 million, and investors should monitor how quickly the company uses its cash reserves.

Risk profile comparisonRigetti Computing faces significant revenue concentration, as most of its business comes from U.S. government contracts. This creates high exposure to budget cuts or changes in federal fiscal policy. The company also faces intense competition from massive tech firms such as Alphabet and IBM., which also use superconducting technology.

Quantum Computing relies heavily on chip manufacturers in East Asia, which exposes it to geopolitical instability and trade restrictions. The company has limited experience in large-scale manufacturing, making the transition from research to commercial production difficult. It also competes for talent and market share against established giants like IBM.

Valuation comparisonBoth companies lack a Forward P/E due to negative earnings estimates, and they carry a high P/S ratio.

MetricRigetti ComputingQuantum ComputingSector BenchmarkForward P/En/an/a40.4xP/S ratio848x530xSector benchmark uses the SPDR XLK sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Having studied and invested in the quantum computing sector for a few years, my choice between investing in Rigetti Computing or Quantum Computing Inc., which refers to itself as QCi, is Rigetti. That said, quantum computer technology is still in its early days, and the long-term winner will be the one with the approach that captures widespread commercial adoption. At this stage, both companies offer viable solutions.

My preference for Rigetti over QCi involves several factors. Its revenue is larger, which suggests its technology is capturing more customers. While 2025 sales were down year over year, that appears to be changing in 2026. Its first-quarter revenue totaled $4.4 million, up from 2025’s $1.5 million. It was also awarded a contract with the U.S. government worth up to $100 million in May. Moreover, superconducting quantum tech is more widely adopted as a promising methodology, which is why IBM and Google use it.

QCi shows some traction in gaining customers. Its Q1 sales were $3.7 million compared to just $39,000 in 2025. However, it was not among the companies that received the government award in May.

While neither stock is particularly cheap from a valuation perspective, investing in Rigetti is about its likelihood for long-term success. Thanks to its higher revenue and quantum computing approach, which is more widely-adopted in the industry, it looks like the better investment compared to QCi.
2026-06-11 17:21 2mo ago
2026-05-26 17:16 2mo ago
Stock Market Today, May 26: D-Wave Quantum Falls Even After Commerce Department $100 Million Funding
QUBT Quantum Computing
FMP Stock News
Original source text
Today's Change

(

-0.52

%) $

-0.12

Current Price

$

23.13

D-Wave Quantum (QBTS 0.52%), a quantum computing systems and services developer, closed Tuesday at $27.81, down 5.25%. The stock is moving as traders react to recent CHIPS and Science Act funding headlines and consider the stock’s already lofty valuation.
Trading volume reached 54.2 million shares, coming in about 78% above its three-month average of 30.4 million shares. D-Wave Quantum IPO'd in 2020 and has grown 174% since going public.

How the markets moved todayThe S&P 500 (^GSPC +0.02%) added 0.62% to finish Tuesday at 7,519, while the Nasdaq Composite (^IXIC +0.06%) rose 1.19% to close at 26,656. Within quantum computing, peers saw mixed action as IonQ (IONQ 1.75%) closed at $63.62 (-0.06%) and Quantum Computing (QUBT 0.32%) finished at $11.61 (-5.12%), underscoring ongoing volatility across speculative growth names.

What this means for investorsInvestors piled into D-Wave Quantum stock late last week after it announced $100 million in new funding from the U.S. Department of Commerce. Shares of D-Wave and other quantum computing names pulled back today, however, after Flatiron Institute researchers challenged the superiority of quantum computing simulations over classical computing.

The institute, which focuses on advancing scientific research, claimed that classical computers are capable of addressing a category of problems once thought to be solvable exclusively by quantum computers. D-Wave responded in a press release, disputing the claim, stating that the researchers used an algorithm that is “not effective across the full range of problem classes studied in D-Wave’s Science paper,” which showed simulation quantum superiority.

The dispute highlights just one risk associated with quantum stocks like D-Wave, which already have success built into their pricey valuations.

Howard Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends IonQ. The Motley Fool has a disclosure policy.
2026-06-11 17:21 2mo ago
2026-05-27 00:00 2mo ago
The Four Signs a Company Is About to Destroyed by AI
QUBT Quantum Computing
FMP Stock News
Original source text
Listen to the audio version of this article (generated by AI).

Editor’s Note: Chegg and Fiverr have both lost nearly 100% of their value since their 2021 highs. Teleperformance — once a $25 billion company — has been cut to pieces.

None of them saw it coming.

Jonathan Rose spent months studying the wreckage — and found four repeating signals the market missed every time. And those same signals are now stacking up in 12 names that still look fine today…

He and Marc Chaikin broke it all down at their Convergence event earlier this week.

You can catch the replay here — and read on for more.

I did some research recently that I can’t stop thinking about.

I went back and studied the companies that AI has already destroyed: 

Chegg Inc. (CHGG) Fiverr International Ltd. (FVRR) Teleperformance SE (TLPFY)  I looked at what they all had in common — not after the AI trend has destroyed them, but before. When the stock was still holding up and nobody was really worried yet.

I found four specific tells. Four characteristics that showed up, in some combination, in every single company before the fall.

Once I had the framework, I started running it forward and applied it to companies that by most measures look fine today. I found 12 names with multiple tells stacking up right now.

Some of them will upset you. You might own a few of them. Someone you respect probably recommended them.

But here’s the important point.

The same four signals that show me where smart money is quietly leaving also show me where it’s quietly arriving. 

Institutional capital doesn’t sit in cash. When it rotates out of one place, it shows up somewhere else. It is ebb and flow, tidal gravity. It is ecological balance.

And right now, the somewhere else that smart money is flowing is getting very interesting.

In today’s piece, let’s take a walk through these three things: 

The four tells – the warning signs I found in every AI casualty before the market caught on – and the 12 stocks those signals are flashing on right now.

Where the big money rotation is going right now, with some proof from our own track record to back it up. 

A stock that sits directly in the path of that rotation. It’s one of the names where both a big trend and the smart money activity are pointing in the same direction at the same time.

Let’s get into it.

The Four Warning Signs Before AI Breaks a Stock I want to be clear: I didn’t start this research by looking for specific companies. I started by asking what the pattern was. Then I let the pattern find the names.

Here’s what I found.

Tell #1: Coordinated Insider Selling Not one executive trimming a position for tax reasons. Multiple senior people selling at the same time, across different titles, in size. When the people who know the business best are quietly getting out together, that’s not a coincidence.

Tell #2: Senior Talent Leaves for AI Companies Top engineers. Product leads. Salespeople who know where the customers are going. When they start moving to OpenAI, Anthropic, or the hyperscalers, they’re not leaving for the money alone. They’re leaving because they can see the trajectory from the inside.

Tell #3: Pricing Models Start to Change When a software company suddenly pivots from per-seat to consumption-based pricing, they’ll call it “innovation.” It isn’t. It’s a response to AI undercutting their model. Companies that are genuinely winning don’t restructure their pricing under pressure.

Tell #4: CEOs Start Denying the Threat This one is almost a perfect inverse signal. The earnings call where the CEO says, “AI cannot disrupt our business — our moat is too wide.” Real moats don’t require that kind of reassurance. When you hear it, pay attention to what’s happening underneath the surface.

12 Stocks Flashing Multiple AI Warning Signs The 12 names where I’m seeing multiple tells stack up: 

Salesforce Inc. (CRM) Adobe Inc. (ADBE) Workday Inc. (WDAY) Gartner Inc. (IT) Atlassian Corp. (TEAM) HubSpot Inc. (HUBS) EPAM Systems Inc. (EPAM) DXC Technology Co. (DXC) Palantir Technologies Inc. (PLTR) ServiceNow Inc. (NOW) Cognizant Technology Solutions Corp. (CTSH) CoStar Group Inc. (CSGP) I’m not saying they all collapse tomorrow. I’m saying the smart money is repositioning out of them – and historically, price follows positioning. These are names I’m watching carefully, not holding.

Where Smart Money Is Rotating Next The flip side is more interesting.

Everything that AI is dismantling in software is simultaneously creating demand somewhere else. The infrastructure has to exist before the disruption can happen. The hardware. The computing power. The specialized applications that replace what’s being disrupted.

That’s where the smart money is building right now. And one of the clearest areas of concentration I’m tracking is quantum computing.

Why Quantum Computing Is Getting Attention Again I know what you’re thinking: Isn’t quantum just the next hype cycle?

Fair question. But let me tell you what the data actually shows—not the hype narrative, but the smart money activity.

The stock I want to share with you today is Quantum Computing Inc. (QUBT). 

This is a small-cap company working on quantum hardware, photonics, and cybersecurity applications. It’s speculative. I’ll say that plainly. But there’s a significant difference between speculation with a defined opinion and proof of big money moving in… and speculation on a story alone.

What’s catching my attention in QUBT isn’t the quantum narrative — it’s the activity. Unusual, concentrated positioning building around this ticker at a time when money is rotating hard out of legacy software and into the infrastructure layer underneath it. 

QUBT recently reported a sharp jump in revenue following acquisitions tied to photonics and cybersecurity technologies. And the positioning we’re seeing has the same character as names we’ve caught early before.

Why Past Trades Matter We saw similar activity in Rigetti Computing Inc. (RGTI) before our trade on it ran 234% in five days . In MP Materials Corp. (MP) before a 700%-plus gain on our bullish trade. In Albemarle Corp. (ALB) before a 959% gain on a lithium trade.

None of those came from following a story or making a prediction. They came from watching where serious money was moving — and following it before the broader market figured out why.

That’s the setup in QUBT today.

Which brings me to what Marc Chaikin and I have been working on. 

The Convergence Trigger: When Positioning and Money Flow Agree Marc has spent 60 years in markets. He created the Money Flow indicator — it’s now in Bloomberg terminals and virtually every major trading platform on the planet. For decades he built research tools for the world’s biggest hedge funds, then walked away to give regular investors access to the same analysis. 

Marc can tell you where institutional money is flowing. I can tell you where the highest-conviction positioning is building. We both thought those two things were built to work together.

And so, we’ve spent the last few months putting them together to see what happens.

We backtested the combination against nearly 200 of my real trade recommendations. The results surprised even me. Confirmed setups produced 45% higher average gains than unconfirmed ones. Win rate jumped 17 percentage points. And the filter would have kept us out of two-thirds of losing trades.

We’re calling it the Convergence Trigger. And we just showed it off for the first time ever at a free event earlier this week.

QUBT is one of five stocks where that Convergence Trigger is flashing right now. You’ll get all five when you sign up for the event’s VIP list.

Click here to watch the replay. 

The rotation is already underway. The question is which side of it you’re on.
2026-06-11 17:21 2mo ago
2026-05-27 16:48 2mo ago
Quantum Computing (QUBT) Price Forecast: Breakout Battle Near 200-Day Average
QUBT Quantum Computing
FMP Stock News
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QUBT weekly chart shows recovery following 88.6% Fibonacci retracement above 200-week moving average tend support Lower High Signals Ongoing Resistance Pressure This week’s high of $13.39 generated a second and lower high after finding resistance for the second time near the noted resistance zone. Price behavior suggests that a deeper pullback may follow to test lower support levels and possibly extend into a consolidation phase toward the 20-day average at $10.30 and the rising uptrend line.

Trend Channel Structure Defines Short-Term Path There is a short-term rising trend channel on the chart, which was recognized as resistance with Monday’s lower high. Although the post-earnings trend high briefly overshot the top of the channel, the close was near resistance at the top boundary. In each case, QUBT has respected the channel, which increases the possibility that the lower boundary line of the channel will be tested as support before an attempt at new trend highs occurs. Also, notably, there had not yet been a decisive close above the 200-day moving average on a sustained basis.

Breakout Threshold Toward Major Upside Extension A sustained recovery of the 200-day moving average and lower swing high at $13.64 would trigger a trend reversal, putting QUBT on track to eventually challenge multi-year highs near the 2025 peak of $25.84. Although QUBT has lagged some other quantum stocks, relative to the 200-day moving average, once it reclaims that indicator, bullish momentum should strengthen meaningfully, improving the probability of an extended upside move.

If you’d like to know more about technical analysis and how traders use it, please visit our educational area.
2026-06-11 17:21 2mo ago
2026-05-30 00:37 2mo ago
IonQ vs. Quantum Computing Inc.: What Their Revenue Trends Tell Investors
QUBT Quantum Computing
FMP Stock News
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Quantum Computing Inc.: A Sudden Jump in RevenueQuantum Computing Inc. (QUBT 0.32%) primarily generates revenue by providing specialized software tools and application accelerators for quantum computers, focusing heavily on serving large commercial and government entities through its quantum optics and integrated photonics technology.

While it completed the acquisition of NuCrypt and introduced its new deployment-ready computing architecture, it reported a net income margin of negative 110% for the quarter ended March 31, 2026.

IonQ: Steadily Climbing RevenueIonQ (IONQ 1.75%) primarily develops general-purpose quantum computing systems and generates revenue by selling computational access through major cloud platforms and proprietary networks using ion-based technology.

It commercially launched new Earth monitoring capabilities and secured an advanced defense research contract, and it reported a gross margin of about 24% for the quarter ended March 31, 2026.

Why Revenue Matters for Retail InvestorsRevenue represents the total amount of money a business brings in from its core operations before any expenses are subtracted, serving as a fundamental baseline measure of overall consumer demand and business growth.

Image source: The Motley Fool.

Quarterly Revenue for Quantum Computing and IonQQuarter (Period End)Quantum Computing RevenueIonQ RevenueQ2 2024 (June 2024)$183.0K$11.4 millionQ3 2024 (Sept. 2024)$101.0K$12.4 millionQ4 2024 (Dec. 2024)$62.0K$11.7 millionQ1 2025 (March 2025)$39.0K$7.6 millionQ2 2025 (June 2025)$61.0K$20.7 millionQ3 2025 (Sept. 2025)$384.0K$39.9 millionQ4 2025 (Dec. 2025)$198.0K$61.9 millionQ1 2026 (March 2026)$3.7 million$64.7 millionData source: Company filings. Data as of May 28, 2026.

Foolish TakeExamining the revenue trends between IonQ and Quantum Computing Inc., which refers to itself as QCi, shows a stark contrast, and provides meaningful insights to investors. Not only is IonQ’s sales consistently larger than QCi’s, its revenue growth rate is spectacular.

For example, IonQ reported record revenue of $64.7 million in the first quarter, representing jaw-dropping 755% year-over-year growth. This indicates the company’s ion-based quantum computing technology is capturing customers.

Meanwhile, QCi’s sales trend shows anemic and inconsistent revenue, revealing its photonic technology hasn’t been able to gain traction with customers. That finally seemed to change in Q1 with sales of $3.7 million compared to just $39,000 in the previous year. However, that dramatic boost came from its acquisition of NuCrypt and Luminar Semiconductor.

Given what the revenue numbers between these two companies reveal, IonQ looks like a solid business to invest in for those who want exposure to the quantum computing sector. Its technology is winning customers, as its strong growth rate and consistency in rising revenue over recent quarters indicates.

QCi has not proven its technology can generate meaningful sales, and its Q1 year-over-year increase was due to acquisitions, not customer growth. This trend is concerning, unless the acquired businesses can help to ignite sales.
2026-06-11 17:21 2mo ago
2026-06-01 08:30 2mo ago
Quantum Computing Inc. Announces Attendance at Upcoming Investor Conferences
QUBT Quantum Computing
FMP Stock News
Original source text
, /PRNewswire/ -- Quantum Computing Inc. ("QCi" or the "Company") (Nasdaq: QUBT), a quantum optics and integrated photonics company, today announced that management will be participating in the following investor conferences:

Bank of America's Global Technology Conference on June 2-3, 2026 in San Francisco Rosenblatt's 6th Annual Technology Summit on June 9-10, 2026, attending virtually Bank of America's Transforming World Conference on June 16, 2026 in New York City Benchmark's Quantum Computing Summit on June 17, 2026 in Washington, DC Northland's Growth Conference on June 23, 2026, attending virtually Please contact your sales representative to register for any of the above conferences.

About Quantum Computing Inc.

Quantum Computing Inc. (Nasdaq: QUBT) is a quantum optics and integrated photonics company focused on delivering accessible, scalable, and cost-effective quantum machines and photonic solutions. The Company provides foundry services for thin-film lithium niobate ("TFLN") photonic chips and offers a vertically integrated portfolio spanning photonics components, subsystems, and full-stack systems.

Designed to operate at room-temperature with low-power requirements, QCi's technologies enable practical deployment across high-growth markets, including high-performance computing, artificial intelligence, cybersecurity, aerospace and defense, and advanced sensing and imaging. 

Headquartered in Hoboken, New Jersey, QCi has operations in Arizona, California, Illinois, Massachusetts and Virginia. By combining advanced materials, device engineering, and scalable manufacturing, QCi delivers integrated quantum and photonics technologies, accelerating commercialization and real-world adoption.

Company Contact:
John Nesbett/Zach Nevas
IMS Investor Relations
[email protected] 

SOURCE Quantum Computing Inc.
2026-06-11 17:21 2mo ago
2026-06-01 10:56 2mo ago
Wall Street Analysts Believe Quantum Computing Inc. (QUBT) Could Rally 49.08%: Here's is How to Trade
QUBT Quantum Computing
FMP Stock News
Original source text
Shares of Quantum Computing Inc. (QUBT - Free Report) have gained 29.9% over the past four weeks to close the last trading session at $11.96, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $17.83 indicates a potential upside of 49.1%.

The mean estimate comprises six short-term price targets with a standard deviation of $6.4. While the lowest estimate of $10.00 indicates a 16.4% decline from the current price level, the most optimistic analyst expects the stock to surge 125.8% to reach $27.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.

However, an impressive consensus price target is not the only factor that indicates a potential upside in QUBT. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Why QUBT Could Witness a Solid UpsideThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 43.2%, as three estimates have moved higher compared to no negative revision.

Moreover, QUBT currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much QUBT could gain, the direction of price movement it implies does appear to be a good guide.
2026-06-11 17:21 2mo ago
2026-06-03 11:04 2mo ago
Will Quantinuum Lift Other Quantum Stocks — Or Eat Their Lunch?
QUBT Quantum Computing
FMP Stock News
Original source text
Wall Street has a quantum computing problem, and it's not about qubits. It's about how the market prices the entire sector as a single trade.
2026-06-11 17:21 2mo ago
2026-06-03 12:26 2mo ago
Should You Buy, Hold or Sell QUBT Stock Amid Quantum Boom?
QUBT Quantum Computing
FMP Stock News
Original source text
Quantum Computing shares surge 19.4% year to date as the company boosts revenues, completes two acquisitions and expands DIRAC commercialization despite margin pressures.
2026-06-11 17:21 2mo ago
2026-06-04 16:01 2mo ago
Buy This Quantum Stock in June as IonQ and Rigetti Face Pressure
QUBT Quantum Computing
FMP Stock News
Original source text
Key Takeaways QUBT is highlighted as a June quantum pick as IonQ and Rigetti face rising expectations.QUBT's Q1 2026 revenues rose to $3.7M from $39,000, aided by Luminar and NuCrypt acquisitions.QUBT reported $1.4B in cash and investments, a $16M backlog, and progress on Fab expansion. The quantum computing space is gaining massive momentum in the race to become Wall Street's hottest opportunity in 2026. This is all because federal funding is accelerating, enterprise interest is growing, and investors continue to search for the next breakthrough technology after artificial intelligence.

Yet stock selection is becoming increasingly tricky day by day.

While investors have aggressively bid up industry leaders like IonQ (IONQ - Free Report) and Rigetti Computing (RGTI - Free Report) during the first half of 2026, a closer look at earnings revisions and business fundamentals suggests that Quantum Computing Inc. (QUBT - Free Report) , a comparatively more speculative quantum stock, may offer the more attractive opportunity in June.

Quantum Momentum Builds but Risks Remain for Pureplay LeadersAfter facing significant headwinds early in 2026, quantum computing has rapidly regained investors’ favor and become one of Wall Street's most compelling investment opportunities. Earlier in the year, risk-off sentiment driven by tariff concerns, persistent inflation uncertainty and concerns that large-scale quantum commercialization remained years away weighed heavily on the sector. However, the sentiment shifted dramatically as both public- and private-sector participation accelerated.

According to McKinsey’s latest report, quantum computing could create up to $2.7 trillion of economic value worldwide by 2035. IonQ and Rigetti Computing emerged as two of the biggest beneficiaries of this uptrend during the first half of 2026. IonQ gained momentum on the back of strong revenue growth, a growing backlog and strategic acquisitions, while Rigetti gained investors’ interest through hardware advancements, deployment of its 108-qubit system and continued participation in government-funded quantum initiatives.

Meanwhile, a major catalyst came in May when the U.S. Department of Commerce announced letters of intent for roughly $2 billion in proposed funding for quantum-related projects under the CHIPS and Science Act. Around the same time, IBM pledged to invest more than $10 billion in U.S.-based quantum and mainframe manufacturing over the next five years, reflecting growing confidence in the technology's long-term potential.

However, this also raised expectations considerably. While IonQ has benefited from acquisition-driven revenue growth and Rigetti has made notable technological progress, both companies continue to face profitability challenges and execution risks. As valuations expanded rapidly, investors increasingly began questioning whether near-term fundamentals could keep pace with stock-price appreciation, creating a more selective environment within the quantum space.

QUBT: A Better Bet for JuneUnlike IonQ, whose shares have already captured much of the sector's renewed optimism, Quantum Computing (popularly known as QCi) offers a more attractive risk-reward profile at current levels. Year to date, QUBT has significantly underperformed the broader quantum rally, gaining only about 9.1%. This leaves more room for upside if execution continues to improve.

QUBT YTD Share Price Comparison
Image Source: Zacks Investment Research

The company's fundamentals are also strengthening. First-quarter 2026 revenues surged to $3.7 million from just $39,000 a year ago, driven by the acquisitions of Luminar Semiconductor and NuCrypt.

The company ended the quarter with $1.4 billion in cash, cash equivalents and investments and reported a healthy $16 million backlog. Management also highlighted increasing business-development activity, early revenue generation from its Fab 1 foundry, progress toward a larger Fab 2 facility and growing traction in quantum communications, photonics and government-related markets.

With a stronger balance sheet, expanding manufacturing capabilities and lower investor expectations than some peers, QUBT appears better positioned for positive surprises in the months ahead.

Technical Chart Signals Improving Investor SentimentQCi currently trades below its 200-day SMA but above its 50-day SMA, implying that while the stock remains in a longer-term consolidation phase, near-term momentum has turned positive and buying interest is gradually returning. The graph shows the potential for a longer-term trend reversal if the stock can reclaim its 200-day moving average.

QUBT Technical Analysis Since June 4, 2025
Image Source: Zacks Investment Research

Short-Term Price Target ImpressiveBased on short-term price targets offered by six analysts, the average price target for Quantum Computing represents an increase of 59.2% from the last closing price of $11.20.

Image Source: Zacks Investment Research

The Closing CallThe market's focus has largely centered on IonQ and Rigetti, but QUBT may offer a better risk-reward profile at current levels. Strong liquidity, growing backlog, manufacturing expansion and improving business momentum provide several potential catalysts for future gains. Given that investor expectations remain relatively modest compared with the bigger names, QUBT appears well positioned to surprise on the upside. Notably, this improving outlook is reflected in its Zacks Rank #2 (Buy), while IonQ and Rigetti currently carry a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-06-11 17:21 2mo ago
2026-06-05 09:40 2mo ago
Here's How Financial Strength Remains a Key Advantage for QUBT
QUBT Quantum Computing
FMP Stock News
Original source text
Key Takeaways Quantum Computing exited Q1 2026 with about $1.4 billion in cash, cash equivalents and investments. QUBT reported about $1.6 billion in assets and equity, while liabilities totaled $23.4 million. Quantum Computing generated $13.5 million in interest income and reported a $16 million backlog. Quantum Computing Inc. (QUBT - Free Report) or “QCi” exited the first quarter of 2026 with a strong balance sheet, providing the company with financial flexibility to carry out its growth strategy. QCi ended the quarter with cash, cash equivalents and investments of about $1.4 billion, demonstrating that the company maintained a substantial liquidity position despite completing the acquisitions of Luminar Semiconductor (“LSI”) and NuCrypt.

QCi’s financial strength is further reflected in its total assets of about $1.6 billion and stockholders' equity of approximately $1.6 billion. Meanwhile, total liabilities accounted for $23.4 million, much lower than the cash level.

The company generated $13.5 million in interest income during the first quarter, highlighting the earnings potential of its sizable cash reserves. QCi also reported a contract backlog of $16 million, providing visibility into future revenue opportunities and supporting the company's growth outlook.

Overall, QCi's substantial cash reserves, strong equity base and healthy backlog position the company to fund organic growth initiatives, pursue strategic acquisitions and invest in manufacturing scale-up efforts without near-term financing concerns. This financial flexibility is a valuable cushion in an industry where research and development costs remain high.

Peer UpdateRigetti (RGTI - Free Report) exited the first quarter of 2026 with cash, cash equivalents and short-term available-for-sale investments of $418.2 million. The company ended the quarter with no debt on its balance sheet, underscoring a solid solvency position. This means Rigetti has ample liquidity to fund its operations and roadmap execution without near-term financing pressure. 

D-Wave Quantum (QBTS - Free Report) exited first-quarter 2026 with cash and cash equivalents of $338.2 million and marketable investment securities were $250.2 million. Operating cash outflow was $45 million in the first quarter, while investing cash outflow included $250.8 million of cash consideration for the Quantum Circuits acquisition. Even after that step-down, the balance sheet supports continued investment in R&D, sales coverage and system installations. Entering 2026, Leap Cloud utilization remained below 50%, providing ample capacity headroom, and allowing additional annealing systems to be deployed within months at modest cost.

QUBT’s Stock Price PerformanceOver the past year, QCi’s shares have plunged 5.4%, outperforming the industry’s 11.3% decline. 

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QUBT’s Expensive ValuationQUBT currently trades at a forward 12-month Price-to-Sales (P/S) of 95.27X compared with the industry median of 4.97X.

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QUBT Stock Estimate TrendIn the past 30 days, QCi’s loss per share estimate for 2026 has moved north to 14 cents. 

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QUBT currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-06-11 17:21 2mo ago
2026-06-08 12:55 2mo ago
Here's How QUBT's Operational Progress Is Driving Long-Term Growth
QUBT Quantum Computing
FMP Stock News
Original source text
Key Takeaways Quantum Computing acquired Luminar Semiconductor and NuCrypt to expand photonics and communications. QUBT placed a Dirac-3 system on Quantum Corridor's network for secure customer access. QUBT's Fab 1 facility began small-batch manufacturing and started generating early revenues. During the first quarter, Quantum Computing (QUBT - Free Report) or “QCi” made several significant operational progress, which further strengthened its long-term growth roadmap. 

During the first quarter, QCi completed the acquisition of Luminar Semiconductor, Inc. in an all-cash transaction valued at $110 million. LSI manufactures and sells a portfolio of photonic components and brings established capabilities in lasers, detectors, advanced packaging and manufacturing, complementing QCi’s position in thin film lithium niobate (“TFLN”) integrated photonics. 

QCi also completed the acquisition of NuCrypt, LLC, a quantum communications technology company, in a transaction valued at $5 million. By integrating NuCrypt’s suite of quantum communications systems and products, QCi expects to advance its technology roadmap while extending its portfolio of quantum communications and quantum photonics solutions.

QCi announced the placement of a QCi Dirac-3 quantum optimization machine on Quantum Corridor’s network, a multi-state quantum-safe commercial communication network in North America. The partnership with Quantum Corridor will allow for enhanced, secure and on-demand Dirac-3 access for institutions and commercial customers on Quantum Corridor’s network.

QCi’s Fab 1 facility, which is currently dedicated to research, development and prototyping, has been ramping up small-batch manufacturing and is beginning to generate revenues.

Peer UpdateRigetti (RGTI - Free Report) continued to demonstrate progress in gate performance across its superconducting quantum platforms during the first quarter. RGTI achieved a median 99.8% two-qubit gate fidelity with 40-nanosecond gate speeds on its 9-qubit system by using a proprietary adiabatic CZ gate scheme. 

Throughout the quarter, Rigetti continued to improve system-level performance through refinements across the stack, including innovations in materials and fabrication techniques and upgraded control electronics. It continued its collaboration with ecosystem partners, including Riverlane, to advance error mitigation and error correction research on Rigetti’s superconducting quantum systems. 

During the first quarter, IonQ (IONQ - Free Report) was awarded a $39 million contract to advance next-generation tactical space communications under the Space Development Agency’s (“SDA”) HALO Program, paving the way for mission-ready, quantum-space systems in national security. 

IonQ signed a memorandum of understanding (MoU) with KISTI to explore the advancement of hybrid quantum-HPC technologies incorporating NVIDIA-accelerated computing, representing a powerful convergence of quantum computing, AI and classical supercomputing. The company also sold its first sixth-generation, chip-based 256-qubit system to the University of Cambridge. The agreement is anchored by a secure quantum network and a broad intellectual property (IP) generation partnership spanning quantum computing, networking, sensing and security.

QUBT’s Stock Price PerformanceOver the past year, QCi’s shares have plunged 30.6% compared with the industry’s 16.4% decline. 

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QUBT’s Expensive ValuationQUBT currently trades at a forward 12-month Price-to-Sales (P/S) of 84.56X compared with the industry median of 4.97X.

Image Source: Zacks Investment Research

QUBT Stock Estimate TrendIn the past 30 days, QCi’s loss per share estimate for 2026 has moved north to 14 cents. 

Image Source: Zacks Investment Research

QUBT currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-06-11 17:21 2mo ago
2026-06-09 16:00 2mo ago
2 Quantum Stocks With 45%+ Upside in June as OpenAI, SpaceX Eye IPO
QUBT Quantum Computing
FMP Stock News
Original source text
Key Takeaways OpenAI, SpaceX and Anthropic IPO filings may boost investor interest in QUBT and QBTS.QUBT posted $3.7M in Q1 2026 revenues and highlighted photonics foundry capabilities.QBTS cited proposed CHIPS Act funding, strong bookings growth and a new roadmap. The quantum computing industry may not be a direct participant in the upcoming AI IPO wave, but it could still be one of its biggest beneficiaries. Following confidential IPO filings by Anthropic on June 1 and OpenAI on June 8, the stage is set for what could become two of the largest AI listings in history.

Meanwhile, SpaceX is expected to go public this week in a blockbuster offering that could further fuel enthusiasm for frontier technologies. As investors evaluate these potential trillion-dollar-valued listings, attention is increasingly shifting to how they could reshape capital flows across emerging technologies, including quantum computing.

Here, we have picked two pure-play quantum computing stocks, Quantum Computing Inc. (QUBT - Free Report) and D-Wave Quantum (QBTS - Free Report) , with more than 40% short-term price upside potential. These two stocks are well-positioned to capitalize on the increased capital flows and growing investor attention likely to accompany the upcoming AI IPO wave.

AI IPOs Could Unlock Fresh CapitalThe impact on quantum computing is likely to be felt first through capital markets. Successful AI IPOs can strengthen investor appetite for emerging technologies, potentially making it easier for quantum companies to raise equity, attract strategic partners and secure long-term funding. This comes at a time when governments and corporations are already increasing their commitment to the sector. In June, the U.S. government unveiled a more than $2 billion quantum investment initiative, while major technology companies continue to expand spending on advanced computing infrastructure. Meanwhile, major technology companies continue to invest heavily in advanced computing infrastructure, creating a favorable backdrop for emerging computing platforms.

Quantum's Path to Commercialization May ShortenAside from this, the pace of commercialization may also gain traction within the quantum computing niche. Over the past three years, massive investment in AI has fueled spending on data centers, specialized chips and software platforms, creating clear winners across the value chain. Quantum investors are hoping for a similar trajectory. Other than QUBT and QBTS, companies such as IonQ (IONQ - Free Report) and Rigetti Computing (RGTI - Free Report) are pursuing commercial opportunities in optimization, cybersecurity, networking and AI-related applications. At the same time, IBM and Microsoft continue to advance quantum hardware and software development. A strong AI IPO cycle could make it easier for quantum firms to attract strategic partnerships and fund expensive initiatives such as error correction, scalable hardware and quantum networking.

2 Quantum Stocks with 45%+ Price Target to Benefit From This TrendQuantum Computing Inc. or QCi: It appears well-positioned to benefit from any potential increase in investor interest toward frontier technologies following the OpenAI and Anthropic IPOs. QCi is differentiating itself through quantum photonics rather than traditional superconducting architectures, with applications spanning AI, cybersecurity and high-performance computing. QUBT reported first-quarter 2026 revenues of $3.7 million, up from just $39,000 a year earlier. It ended the quarter with approximately $1.4 billion in cash and investments. The company has also been highlighting its photonics foundry capabilities and room-temperature systems, which could become increasingly attractive as capital flows toward next-generation computing infrastructure.

QUBT currently holds a Zacks Rank #2 (Buy). Based on short-term price targets offered by six analysts, the average price target for Quantum Computing represents an increase of 70.62% from the last closing price of $10.45.

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D-Wave Quantum: It is among the most direct beneficiaries of the U.S. government’s recently announced $2 billion quantum initiative. In May, D-Wave signed a Letter of Intent for $100 million in proposed CHIPS Act funding, validating its annealing and gate-model quantum technologies. D-Wave also reported a 2,000% year-over-year improvement in first-quarter bookings and recently unveiled a roadmap targeting fault-tolerant quantum systems. Capitalizing on the AI IPO cycle and with federal funds accelerating quantum development, D-Wave's growing commercial traction and government backing could strengthen its position in the race toward large-scale commercialization.

QBTS currently has a Zacks Rank #3 (Hold). Based on short-term price targets offered by 13 analysts, the average price target for D-Wave Quantum represents an increase of 46.54% from the last closing price.

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

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