Track market-moving stories before they get noisy

Yapay zekâ ile blok zinciri teknolojisinin birleşmesi, Web3 ekosisteminde yeni nesil altyapı projelerinin ortaya çıkmasını sağlıyor. Ancak günümüzde veri doğrulama, yapay zekâ şeffaflığı, ölçeklenebilirlik ve kurumsal sistemlerle merkeziyetsiz ağların birlikte çalışabilmesi gibi birçok temel problem hâlâ çözüm bekliyor. House Party Protocol (HPP) ise bu sorunlara çözüm sunmayı hedefleyen, yapay zekâ odaklı (AI-native) bir Layer-2 blok zinciri projesi olarak öne çıkıyor.

Arbitrum Orbit altyapısı üzerinde geliştirilen ve Ethereum güvenliğiyle korunan House Party Protocol, veri kullanılabilirliği (data availability) için EigenDA’dan yararlanıyor. Proje; kurumsal blok zinciri altyapısını, yapay zekâ doğrulama sistemlerini, veri güvenilirliğini ve merkeziyetsiz uygulamaları tek bir ekosistemde birleştirerek gerçek dünya kullanım senaryolarına uygun, modüler ve ölçeklenebilir bir altyapı oluşturmayı amaçlıyor.

House Party Protocol (HPP) Ne Sunuyor? House Party Protocol (HPP), yapay zekâ uygulamaları ve Web3 ekosistemi için geliştirilen AI-native bir Layer-2 blok zinciri altyapısıdır.

Proje, Arbitrum Orbit üzerine inşa edilmiş olup Ethereum tarafından güvence altına alınmaktadır. Veri kullanılabilirliği katmanında ise EigenDA kullanılmaktadır.

House Party Protocol, 2025 yılında tamamlanan topluluk yönetişimi süreci sonrasında kurumsal blok zinciri projesi Aergo’nun dönüşümüyle ortaya çıkmıştır.

Yeni yapı altında dört farklı proje tek ekosistemde bir araya getirilmiştir:

Aergo: Temel blok zinciri altyapısı Alpha Quark: DeFi ve likidite katmanı Booost: İnsan doğrulama ve dijital kimlik çözümleri W3DB: Veri doğrulama ve yapay zekâ odaklı veri altyapısı Bu birleşmeyle birlikte House Party Protocol, yapay zekâ ve blok zinciri teknolojilerini ortak bir altyapıda buluşturmayı hedeflemektedir.

House Party Protocol (HPP) Nasıl Çalışır? House Party Protocol, yalnızca bir Layer-2 ağı olmanın ötesinde uçtan uca çalışan AI odaklı bir veri altyapısı oluşturmayı amaçlamaktadır.

Platform;

Veri üretimi, Veri doğrulama, Yapay zekâ model geliştirme, AI model doğrulama, Merkeziyetsiz uygulama geliştirme gibi süreçleri tek altyapı üzerinde bir araya getirmektedir.

Bu yapı sayesinde hem kurumsal şirketlerin hem de Web3 uygulamalarının aynı ekosistem içerisinde birlikte çalışabilmesi hedeflenmektedir.

House Party Protocol, güvenilir verilerin ve merkeziyetsiz yapay zekâ sistemlerinin geleceğin dijital ekonomisinin temel altyapısı olacağını öngörmektedir.

Bu doğrultuda projenin temel hedefleri şunlardır:

Zincir içi (on-chain) ve zincir dışı (off-chain) sistemleri AI Oracle katmanı ile birbirine bağlamak, Doğrulanabilir veriler kullanarak yapay zekâ çıktılarının güvenilirliğini artırmak, Finans, dijital kimlik ve varlık değerleme gibi alanlarda gerçek kullanım senaryoları oluşturmak, Farklı blok zincirlerini birbirine bağlayan AI-native Bridge Layer geliştirmek. Uzun vadede HPP, yapay zekânın yalnızca uygulamalarda kullanılan bir araç değil, doğrudan blok zinciri altyapısının temel bileşeni haline gelmesini hedeflemektedir.

Yapay Zekâ ve Blok Zinciri Arasında Köprü Kuruyor House Party Protocol’un geliştirilme amacı yalnızca blok zincirlerini birbirine bağlamak değildir.

Proje aynı zamanda yapay zekâ sistemlerinin güvenilir şekilde çalışabileceği merkeziyetsiz bir altyapı oluşturmayı hedeflemektedir.

Bu kapsamda sistem;

Makineler tarafından okunabilir veriler, Bağımsız şekilde doğrulanabilen veri kaynakları, Şeffaf AI modelleri, Denetlenebilir algoritmalar, Açıklanabilir yapay zekâ çıktıları üzerine inşa edilmektedir.

House Party Protocol (HPP) Hangi Problemleri Çözmeyi Amaçlıyor? House Party Protocol, günümüzde AI ve Web3 ekosistemlerinde karşılaşılan çeşitli problemlere çözüm sunmayı hedeflemektedir.

Veri Parçalanması Merkeziyetsiz yapay zekâ sistemleri çoğu zaman güvenilir veri kaynaklarına erişmekte zorlanmaktadır.

Ayrıca farklı platformlar arasında veri toplama, etiketleme ve doğrulama süreçlerinin standart olmaması AI modellerinin gelişimini yavaşlatmaktadır.

HPP bu süreçleri ortak bir altyapı altında toplamayı amaçlamaktadır.

Ölçeklenebilirlik Blok zincirleri yoğun yapay zekâ hesaplamaları için tasarlanmamıştır.

Yüksek maliyetler ve gecikmeler gerçek zamanlı AI uygulamalarını zorlaştırmaktadır.

House Party Protocol ise AI odaklı çalışma mantığı sayesinde bu yükü daha verimli yönetmeyi hedeflemektedir.

Yapay Zekâ Şeffaflığı Günümüzde birçok AI modeli kapalı kutu şeklinde çalışmaktadır.

Verilerin nereden geldiği veya modelin nasıl karar verdiği çoğu zaman doğrulanamamaktadır.

HPP, veri geçmişini ve AI süreçlerini zincir üzerinde kayıt altına alarak daha şeffaf bir yapı oluşturmayı amaçlamaktadır.

Kurumsal Sistemlerle Web3 Arasındaki Uyum Kurumsal şirketler;

Regülasyon, Veri güvenliği, Uyum süreçleri, Kurumsal standartlar nedeniyle doğrudan açık blok zinciri ağlarını kullanmakta zorlanabilmektedir.

House Party Protocol, kurumsal altyapılar ile merkeziyetsiz uygulamalar arasında uyum sağlayabilecek bir köprü oluşturmayı hedeflemektedir.

Birleşik HPP Ekosistemi House Party Protocol, farklı çözümleri tek platform altında toplamaktadır.

Ekosistem;

AI hizmetlerinin oluşturulmasını, Veri doğrulanmasını, Yapay zekâ modellerinin geliştirilmesini, Merkeziyetsiz uygulamaların çalıştırılmasını, Zincirler arası veri paylaşımını tek altyapı üzerinde gerçekleştirmeyi hedeflemektedir.

Bu yapı sayesinde geliştiriciler farklı platformlara ihtiyaç duymadan uygulamalarını oluşturabilecek bir çalışma ortamına sahip olmayı amaçlamaktadır.

House Party Protocol (HPP) AI-Native Bridge Layer House Party Protocol kendisini çok zincirli (multi-chain) geleceğe hazırlanan bir AI-Native Bridge Layer olarak tanımlamaktadır.

Bu altyapı;

Aergo Layer-1, Ethereum, Ethereum Layer-2 ağları arasında birlikte çalışabilirliği destekleyecek şekilde tasarlanmıştır.

Ayrıca ilerleyen süreçte ağa yapay zekâ destekli güvenlik mekanizmaları ve yönlendirme optimizasyonları gibi yeni özelliklerin eklenmesi planlanmaktadır.

House Party Protocol (HPP) Token Ne İşe Yarar? HPP token, ağın temel yardımcı (utility) ve yönetişim tokenidir.

Ekosistem üzerindeki tüm işlemler HPP kullanılarak gerçekleştirilmektedir.

Başlıca kullanım alanları şunlardır.

Ağ İşlem Ücretleri House Party Protocol ana ağı üzerinde gerçekleştirilen;

AI model çalıştırma, AI çıkarım (inference) işlemleri, Akıllı sözleşme yürütme, Veri doğrulama, Zincirler arası işlemler için HPP ile işlem ücreti ödenmektedir.

Bu ücretler ağ güvenliğini sağlamak ve doğrulayıcıları teşvik etmek amacıyla kullanılmaktadır.

House Party Protocol (HPP) ile Yapay Zekâ Hizmetlerine Erişim HPP token;

Eğitim veri setleri, AI destekli varlık değerleme araçları, Model doğrulama servisleri, Analitik hizmetler gibi ekosistem uygulamalarına erişim için kullanılmaktadır.

Ayrıca HPP tabanlı uygulamalarda;

AI işlem hizmetleri, Abonelik sistemleri, Zincir dışı hesaplama (off-chain compute), AI bot hizmetleri gibi çözümlerde de ödeme aracı olarak kullanılmaktadır.

Geliştirici Ekonomisi House Party Protocol, kullanım bazlı gelir modeli benimsemektedir.

Geliştiriciler kullandıkları AI servisleri kadar ödeme yaparken, oluşturulan gelir;

Hesaplama düğümleri, Model geliştiricileri, Veri doğrulayıcıları arasında paylaşılmaktadır.

Böylece ekosisteme katkı sağlayan katılımcılar ekonomik olarak teşvik edilmektedir.

House Party Protocol (HPP) Yönetişim HPP aynı zamanda yönetişim tokenidir.

Token sahipleri;

Yeni AI standartlarının kabulü, Protokol güncellemeleri, Token mekanizmaları, Stratejik teklifler, Topluluk kararları gibi konularda oy kullanabilmektedir.

Staking HPP, ağ güvenliğini sağlayan staking mekanizmasının temelini oluşturmaktadır.

Özellikle Proof-of-Inference sistemi kapsamında;

Veri sağlayıcıları, AI model geliştiricileri, Doğrulayıcılar ağa katılabilmek için HPP stake etmektedir.

Doğru ve güvenilir hizmet sağlayan katılımcılar staking ödülü kazanırken, yükümlülüklerini yerine getirmeyen katılımcılar için token kesintisi (slashing) uygulanabilmektedir.

Proof-of-Inference Sistemi House Party Protocol’un dikkat çeken bileşenlerinden biri de Proof-of-Inference sistemidir.

Bu sistem;

Zincir dışı AI hesaplamalarının doğruluğunu kontrol eder, Sonuçların tarafsızlığını doğrular, Hesaplama süreçlerinin güvenilirliğini artırır. Bu mekanizma sayesinde merkeziyetsiz yapay zekâ hizmetlerinin daha güvenilir şekilde çalışması hedeflenmektedir.

Zincir Üzeri Denetlenebilirlik Platform üzerinde gerçekleştirilen;

AI çıktıları, Veri setleri, Model sonuçları, İşlem geçmişi zaman damgasıyla zincir üzerine kaydedilmektedir.

Bu yapı tam denetlenebilirlik ve şeffaflık sağlamayı amaçlamaktadır.

House Party Protocol (HPP) Tokenomics HPP token dağılımı şu şekildedir:

Instant Swap %41 Ekosistem %23 Topluluk %22 Rezerv %8 Takım ve Danışmanlar %5 Yatırımcılar %1

Resmi Bağlantılar Website X (Twitter) Whitepaper Son Dakika kripto para haberleri için hemen tıkla.

Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.

Posted by Defense World Staff on Jul 25th, 2026

Assetmark Inc. lessened its stake in Old Republic International Corporation (NYSE:ORI – Free Report) by 80.1% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 31,459 shares of the insurance provider’s stock after selling 126,487 shares during the period. Assetmark Inc.’s holdings in Old Republic International were worth $1,255,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in ORI. V Square Quantitative Management LLC acquired a new stake in Old Republic International during the 4th quarter worth approximately $26,000. Torren Management LLC purchased a new stake in Old Republic International during the 4th quarter worth about $27,000. Commonwealth Retirement Investments LLC purchased a new position in shares of Old Republic International during the fourth quarter valued at approximately $27,000. JPL Wealth Management LLC acquired a new stake in shares of Old Republic International during the third quarter worth $27,000. Finally, Quest 10 Wealth Builders Inc. acquired a new stake in Old Republic International in the 4th quarter worth about $31,000. Institutional investors and hedge funds own 70.92% of the company’s stock.

Insider Transactions at Old Republic International In related news, SVP Carolyn Monroe sold 13,330 shares of Old Republic International stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $38.76, for a total value of $516,670.80. Following the completion of the sale, the senior vice president directly owned 32,261 shares in the company, valued at $1,250,436.36. This trade represents a 29.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 1.32% of the stock is currently owned by corporate insiders.

Old Republic International Trading Up 2.2% NYSE ORI opened at $42.23 on Friday. The company has a current ratio of 0.68, a quick ratio of 0.23 and a debt-to-equity ratio of 0.38. Old Republic International Corporation has a 1-year low of $35.60 and a 1-year high of $46.76. The firm’s fifty day simple moving average is $39.86 and its 200-day simple moving average is $40.54. The company has a market capitalization of $10.26 billion, a PE ratio of 9.98 and a beta of 0.58.

Old Republic International (NYSE:ORI – Get Free Report) last issued its quarterly earnings data on Thursday, July 23rd. The insurance provider reported $0.76 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.03). Old Republic International had a return on equity of 15.41% and a net margin of 11.71%.The business had revenue of $2.50 billion during the quarter, compared to the consensus estimate of $2.38 billion. During the same quarter in the prior year, the company posted $0.81 earnings per share. The company’s revenue for the quarter was up 5.2% on a year-over-year basis. As a group, sell-side analysts anticipate that Old Republic International Corporation will post 2.95 earnings per share for the current fiscal year.

Old Republic International Announces Dividend The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, June 5th were issued a $0.315 dividend. The ex-dividend date of this dividend was Friday, June 5th. This represents a $1.26 dividend on an annualized basis and a dividend yield of 3.0%. Old Republic International’s dividend payout ratio (DPR) is currently 33.78%.

Analyst Ratings Changes A number of equities analysts have weighed in on the company. Piper Sandler decreased their price target on Old Republic International from $40.00 to $39.00 and set a “neutral” rating for the company in a report on Friday. Zacks Research raised Old Republic International from a “strong sell” rating to a “hold” rating in a report on Friday, June 26th. Weiss Ratings restated a “buy (b)” rating on shares of Old Republic International in a report on Wednesday, July 8th. Finally, Raymond James Financial set a $44.00 price target on Old Republic International in a research report on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Old Republic International presently has an average rating of “Moderate Buy” and an average price target of $41.50.

Check Out Our Latest Stock Analysis on ORI

Key Stories Impacting Old Republic International Here are the key news stories impacting Old Republic International this week:

Positive Sentiment: ORI reported second-quarter revenue of $2.50 billion, topping Wall Street expectations of about $2.38 billion and rising 5.2% year over year. Old Republic International earnings release and conference call links Positive Sentiment: The company also reported net income of $322.3 million, up sharply from $204.4 million a year ago, which supports investor confidence in underlying profitability. Old Republic second-quarter and first-half 2026 results Neutral Sentiment: Management said its ECM business should run at a 90% to 95% combined ratio, and flagged a bargain purchase gain expected next quarter, which may support future results but is not an immediate earnings driver. Old Republic expects ECM to run at a 90%-95% combined ratio Negative Sentiment: Adjusted performance was less impressive: net operating income fell to $186.0 million from $209.2 million last year, and EPS of $0.76 missed consensus by a small amount, which may limit upside. Old Republic Q2 earnings snapshot Old Republic International Profile (Free Report)

Old Republic International Corporation, through its subsidiaries, engages in the insurance underwriting and related services business primarily in the United States and Canada. It operates through three segments: General Insurance, Title Insurance, and Republic Financial Indemnity Group Run-off Business. The General Insurance segment offers aviation, commercial auto, commercial multi-peril, commercial property, general liability, home and auto warranty, inland marine, travel accident, and workers' compensation insurance products; and financial indemnity products for specialty coverages, including errors and omissions, fidelity, directors and officers, and surety.

Featured Stories Five stocks we like better than Old Republic International AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding ORI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Old Republic International Corporation (NYSE:ORI – Free Report).

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

« PREVIOUS HEADLINET-Mobile US (NASDAQ:TMUS) Price Target Lowered to $250.00 at KeyCorp

NEXT HEADLINE »Intel (NASDAQ:INTC) Price Target Cut to $125.00 by Analysts at Cantor Fitzgerald

Posted by Defense World Staff on Jul 25th, 2026

Beaconlight Capital LLC increased its holdings in shares of Natera, Inc. (NASDAQ:NTRA – Free Report) by 44.2% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 33,589 shares of the medical research company’s stock after buying an additional 10,303 shares during the quarter. Natera accounts for about 3.6% of Beaconlight Capital LLC’s holdings, making the stock its 9th biggest holding. Beaconlight Capital LLC’s holdings in Natera were worth $6,717,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the business. Integrated Wealth Concepts LLC increased its position in Natera by 6.6% during the 1st quarter. Integrated Wealth Concepts LLC now owns 1,560 shares of the medical research company’s stock worth $221,000 after purchasing an additional 96 shares in the last quarter. NewEdge Advisors LLC grew its stake in shares of Natera by 68.3% during the first quarter. NewEdge Advisors LLC now owns 4,552 shares of the medical research company’s stock worth $644,000 after buying an additional 1,847 shares during the last quarter. Focus Partners Wealth increased its holdings in shares of Natera by 8.6% during the first quarter. Focus Partners Wealth now owns 5,993 shares of the medical research company’s stock worth $847,000 after buying an additional 474 shares in the last quarter. Sivia Capital Partners LLC bought a new position in shares of Natera in the 2nd quarter valued at $298,000. Finally, WINTON GROUP Ltd bought a new position in shares of Natera in the 2nd quarter valued at $558,000. 99.90% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling In related news, Director Herm Rosenman sold 16,530 shares of the firm’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $250.00, for a total value of $4,132,500.00. Following the transaction, the director owned 4,250 shares of the company’s stock, valued at approximately $1,062,500. This trade represents a 79.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Solomon Moshkevich sold 3,000 shares of Natera stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $272.90, for a total value of $818,700.00. Following the transaction, the insider directly owned 134,643 shares in the company, valued at approximately $36,744,074.70. The trade was a 2.18% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 178,872 shares of company stock worth $39,627,696 over the last ninety days. Insiders own 5.05% of the company’s stock.

Natera Trading Down 1.0% Shares of NTRA stock opened at $261.99 on Friday. The firm has a fifty day simple moving average of $240.75 and a two-hundred day simple moving average of $221.61. Natera, Inc. has a 12 month low of $131.81 and a 12 month high of $288.04. The firm has a market capitalization of $37.52 billion, a PE ratio of -160.73 and a beta of 1.51.

Wall Street Analysts Forecast Growth Several equities research analysts recently weighed in on the company. Guggenheim raised their price objective on Natera from $270.00 to $290.00 and gave the company a “buy” rating in a report on Monday, June 29th. TD Cowen reiterated a “buy” rating on shares of Natera in a research report on Wednesday, July 15th. Morgan Stanley lifted their price target on Natera from $250.00 to $310.00 and gave the company an “overweight” rating in a research note on Thursday, July 9th. Sanford C. Bernstein started coverage on Natera in a report on Friday, June 26th. They set an “outperform” rating and a $310.00 price target on the stock. Finally, UBS Group set a $260.00 price objective on Natera in a research note on Wednesday, June 24th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $267.83.

Read Our Latest Research Report on Natera

About Natera (Free Report)

Natera is a global diagnostics company that develops and commercializes cell-free DNA and other genetic testing technologies for clinical applications. The company focuses on three principal areas: reproductive health (including non-invasive prenatal testing and carrier screening), oncology (tumor-informed assays for minimal residual disease and recurrence monitoring), and organ transplantation (cell-free DNA tests to detect allograft injury). Natera combines laboratory testing, proprietary bioinformatics, and clinical reporting to deliver personalized genetic information to clinicians and patients.

Key product offerings include Panorama, a non-invasive prenatal test that screens for fetal chromosomal abnormalities and select single-gene conditions; Horizon carrier screening for inherited conditions; Signatera, a personalized, tumor-informed assay used for detecting minimal residual disease and monitoring treatment response in cancer patients; and Prospera, a donor-derived cell-free DNA test used to assess the risk of organ rejection.

Recommended Stories Five stocks we like better than Natera AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding NTRA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Natera, Inc. (NASDAQ:NTRA – Free Report).

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

« PREVIOUS HEADLINEAristotle Capital Management LLC Lowers Position in Blackstone Inc. $BX

NEXT HEADLINE »Bank of Nova Scotia Raises Holdings in Deere & Company $DE

Posted by Defense World Staff on Jul 25th, 2026

Assetmark Inc. increased its stake in Principal Financial Group, Inc. (NASDAQ:PFG – Free Report) by 104.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 20,227 shares of the company’s stock after buying an additional 10,325 shares during the quarter. Assetmark Inc.’s holdings in Principal Financial Group were worth $1,823,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of PFG. DV Equities LLC bought a new stake in shares of Principal Financial Group in the fourth quarter worth $25,000. Thurston Springer Miller Herd & Titak Inc. bought a new position in Principal Financial Group during the 4th quarter worth approximately $26,000. Hilton Head Capital Partners LLC acquired a new position in shares of Principal Financial Group in the 4th quarter worth approximately $26,000. MBM Wealth Consultants LLC bought a new stake in shares of Principal Financial Group in the 1st quarter valued at approximately $28,000. Finally, Quest 10 Wealth Builders Inc. increased its holdings in shares of Principal Financial Group by 343.6% in the 4th quarter. Quest 10 Wealth Builders Inc. now owns 346 shares of the company’s stock valued at $30,000 after acquiring an additional 268 shares during the last quarter. 75.08% of the stock is owned by institutional investors and hedge funds.

Principal Financial Group Stock Up 1.9% NASDAQ:PFG opened at $109.40 on Friday. The business’s fifty day moving average price is $108.14 and its 200 day moving average price is $98.37. The firm has a market capitalization of $23.63 billion, a price-to-earnings ratio of 15.65, a PEG ratio of 1.03 and a beta of 0.88. The company has a current ratio of 0.27, a quick ratio of 0.27 and a debt-to-equity ratio of 0.33. Principal Financial Group, Inc. has a 1-year low of $75.00 and a 1-year high of $114.90.

Principal Financial Group (NASDAQ:PFG – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The company reported $2.07 EPS for the quarter, topping analysts’ consensus estimates of $2.01 by $0.06. Principal Financial Group had a return on equity of 16.25% and a net margin of 10.10%.The firm had revenue of $3.53 billion during the quarter, compared to analyst estimates of $4.11 billion. During the same period last year, the company posted $1.81 EPS. On average, sell-side analysts forecast that Principal Financial Group, Inc. will post 9.45 earnings per share for the current fiscal year.

Insider Transactions at Principal Financial Group In other Principal Financial Group news, General Counsel George Djurasovic sold 2,571 shares of the stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $100.83, for a total transaction of $259,233.93. Following the transaction, the general counsel directly owned 21,906 shares of the company’s stock, valued at $2,208,781.98. This represents a 10.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Wee Yee Cheong sold 7,534 shares of the business’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $103.16, for a total value of $777,207.44. Following the completion of the sale, the insider directly owned 66,443 shares of the company’s stock, valued at $6,854,259.88. This represents a 10.18% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 28,317 shares of company stock valued at $2,884,902 over the last ninety days. Company insiders own 1.13% of the company’s stock.

Wall Street Analyst Weigh In Several brokerages recently issued reports on PFG. Wells Fargo & Company reduced their price objective on Principal Financial Group from $114.00 to $113.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Jefferies Financial Group boosted their target price on shares of Principal Financial Group from $91.00 to $98.00 and gave the company a “hold” rating in a research note on Friday, July 10th. Weiss Ratings cut shares of Principal Financial Group from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, May 1st. Barclays raised their price target on shares of Principal Financial Group from $87.00 to $92.00 and gave the stock an “underweight” rating in a research report on Tuesday, July 7th. Finally, UBS Group lifted their price target on shares of Principal Financial Group from $92.00 to $94.00 and gave the company a “neutral” rating in a report on Thursday, April 9th. Three equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $105.00.

Get Our Latest Analysis on Principal Financial Group

Principal Financial Group Profile (Free Report)

Principal Financial Group (NASDAQ: PFG) is a global financial services company headquartered in Des Moines, Iowa, that provides a range of retirement, investment and insurance solutions to individuals, employers and institutional clients. The firm’s business is organized around retirement services, asset management, and insurance products designed to help clients plan, invest for, and protect income over the long term.

Principal’s product and service offerings include retirement plan recordkeeping and administration for employer-sponsored plans, individual and group retirement annuities, life and disability insurance, employee benefits solutions, and wealth management services.

Further Reading Five stocks we like better than Principal Financial Group AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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

« PREVIOUS HEADLINEAllspring Global Investments Holdings LLC Trims Holdings in Universal Health Services, Inc. $UHS

NEXT HEADLINE »IMAX (NYSE:IMAX) Price Target Raised to $54.00 at Wedbush

NEW YORK, July 25, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Verra Mobility Corporation (NASDAQ: VRRM) between February 24, 2026 and May 26, 2026, inclusive (the “Class Period”), of the important August 4, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Verra common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 4, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Verra’s relationship with Avis Budget Group (“Avis”), and in particular obtaining a contract extension with Avis. Further, Verra minimized concerns that major rent-a-cars could replace Verra with in-house solutions or outsourced alternatives. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

Yapay zeka odaklı blockchain projesi Worldcoin (WLD), World Foundation’ın 217 milyon WLD token satışı gerçekleştirmesinin ardından sert değer kaybetti. Vakıf, bu satıştan 52,5 milyon dolar fon toplarken, satışa konu olan tokenların 12 ay boyunca kilitli olacağı açıklandı. Buna rağmen yatırımcıların arz endişesiyle satışa yönelmesi sonucu WLD fiyatı son 24 saatte %10’dan fazla geriledi.

World Foundation Milyon Dolarlık Fon Topladı World Foundation, gerçekleştirdiği token satışıyla 217 milyon WLD karşılığında 52,5 milyon dolar yatırım aldı. İlk yatırım turuna Pantera Capital liderlik ederken, Bain Capital Crypto, Eightco Holdings, Selini Capital ve Susquehanna Crypto da yatırımcılar arasında yer aldı. Vakıf, elde edilen kaynağın World ID altyapısını kurumsal platformlara, tüketici uygulamalarına ve yapay zeka ajanlarına entegre etmek için kullanılacağını açıkladı. Satılan tokenların Temmuz 2027’ye kadar kilitli kalacak olması, kısa vadede ek satış baskısını sınırlandırmayı amaçlıyor.

İlginizi Çekebilir: Ripple’dan Bir Hamle Daha: Yeni Girişim Duyuruldu!

Kurumsal yatırımcıların uzun vadeli kilitlenme şartını kabul etmesine rağmen piyasa ilk etapta haberi olumsuz fiyatladı. WLD fiyatı açıklamanın ardından %10’dan fazla değer kaybederek yaklaşık 0,34 dolar seviyesine geriledi. Son 30 günlük performansa bakıldığında ise düşüş daha da dikkat çekiyor. WLD yaklaşık %33 değer kaybederken, aynı dönemde Bitcoin %5’in üzerinde, Ethereum ise yaklaşık %15 yükseliş kaydetti. Böylece Worldcoin, büyük piyasa değerine sahip kripto paralar arasında negatif ayrışan projelerden biri oldu. Analistler, yatırımcıların özellikle dolaşımdaki arzın büyümeye devam etmesi ve gelecekte açılabilecek token miktarı nedeniyle temkinli davrandığını belirtiyor.

Kurumsal Yatırımcılar World ID Vizyonuna Güveniyor Fiyat düşüşüne rağmen kurumsal yatırımcıların projeye ilgisi sürüyor. Özellikle Pantera Capital, yatırım kararının kısa vadeli fiyat hareketlerinden ziyade World’ün uzun vadeli “Proof of Human” (İnsan Kanıtı) vizyonuna dayandığını ifade etti. Pantera Capital Ortağı Cosmo Jiang, yapay zekanın hızla gelişmesiyle birlikte insanların ve yapay zeka sistemlerinin güvenilir şekilde ayırt edilmesini sağlayacak çözümlere olan ihtiyacın arttığını belirterek World ekosisteminin bu alanda önemli bir rol üstlenebileceğini söyledi.

Fiyat baskısına rağmen World ekosistemindeki kullanıcı sayısı artmaya devam ediyor. World Foundation’ın paylaştığı verilere göre 39 milyondan fazla kullanıcı World Network’e katılmış durumda. Ayrıca 18 milyondan fazla kişi Orb doğrulamasını tamamlarken, ağ üzerinde 475 milyondan fazla World ID doğrulaması gerçekleştirildi. Buna rağmen yatırımcıların şu aşamada daha çok token arzı ve fiyat üzerindeki etkisine odaklandığı görülüyor.

Değerlendirme World Foundation’ın gerçekleştirdiği 217 milyon WLD token satışı, kısa vadede Worldcoin fiyatı üzerinde güçlü bir satış baskısı oluşturdu. Her ne kadar tokenların 12 ay boyunca kilitli olması ani satış riskini azaltıyor olsa da, piyasadaki arz endişesi yatırımcıların temkinli hareket etmesine neden oldu. Buna karşılık Pantera Capital ve diğer kurumsal yatırımcıların projeye yaptığı yatırım, World ID teknolojisinin uzun vadeli potansiyeline olan güvenin sürdüğünü gösteriyor. Önümüzdeki dönemde hem kullanıcı büyümesi hem de kurumsal benimsenme, WLD fiyatının yönünü belirleyen en önemli faktörler arasında yer alacak.

Son Dakika kripto para haberleri için hemen tıkla.

Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.

Arrowstreet Capital Limited Partnership increased its holdings in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 15.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 247,129 shares of the financial services provider’s stock after purchasing an additional 33,587 shares during the quarter. Arrowstreet Capital Limited Partnership owned approximately 0.25% of Equinix worth $242,246,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Brighton Jones LLC grew its holdings in Equinix by 28.9% during the 4th quarter. Brighton Jones LLC now owns 326 shares of the financial services provider’s stock worth $307,000 after acquiring an additional 73 shares during the period. Integrated Wealth Concepts LLC grew its stake in Equinix by 11.5% during the first quarter. Integrated Wealth Concepts LLC now owns 522 shares of the financial services provider’s stock worth $425,000 after purchasing an additional 54 shares during the period. Empowered Funds LLC grew its stake in Equinix by 21.8% during the first quarter. Empowered Funds LLC now owns 3,050 shares of the financial services provider’s stock worth $2,487,000 after purchasing an additional 546 shares during the period. Schnieders Capital Management LLC. acquired a new position in Equinix in the second quarter valued at approximately $231,000. Finally, Brown Advisory Inc. lifted its stake in Equinix by 2.8% in the second quarter. Brown Advisory Inc. now owns 1,074 shares of the financial services provider’s stock valued at $854,000 after buying an additional 29 shares during the period. 94.94% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth A number of equities research analysts have commented on the stock. TD Cowen raised their price target on shares of Equinix from $1,123.00 to $1,143.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. The Goldman Sachs Group upped their price objective on shares of Equinix from $894.00 to $1,015.00 and gave the company a “neutral” rating in a report on Thursday, April 30th. Scotiabank increased their price objective on shares of Equinix from $1,050.00 to $1,120.00 and gave the stock a “sector perform” rating in a research report on Thursday, April 30th. Cantor Fitzgerald boosted their target price on Equinix from $1,173.00 to $1,186.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Finally, Citigroup raised their price objective on Equinix from $1,240.00 to $1,260.00 and gave the company a “buy” rating in a research note on Monday, June 29th. Three research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,153.79.

Read Our Latest Research Report on EQIX

Equinix Stock Performance NASDAQ:EQIX opened at $1,084.24 on Friday. The company has a debt-to-equity ratio of 1.39, a quick ratio of 1.18 and a current ratio of 1.18. Equinix, Inc. has a 52-week low of $720.62 and a 52-week high of $1,128.68. The firm has a market cap of $106.93 billion, a price-to-earnings ratio of 75.03, a PEG ratio of 1.92 and a beta of 0.98. The business’s fifty day moving average is $1,056.85 and its 200 day moving average is $986.34.

Equinix (NASDAQ:EQIX – Get Free Report) last issued its earnings results on Wednesday, April 29th. The financial services provider reported $10.79 EPS for the quarter, topping the consensus estimate of $4.30 by $6.49. Equinix had a return on equity of 10.03% and a net margin of 15.07%.The business had revenue of $2.44 billion during the quarter, compared to the consensus estimate of $2.52 billion. During the same quarter last year, the company earned $9.67 EPS. The firm’s revenue was up 9.8% compared to the same quarter last year. Equinix has set its FY 2026 guidance at 42.310-43.110 EPS. Research analysts predict that Equinix, Inc. will post 38.25 EPS for the current year.

Equinix Announces Dividend The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, June 17th. Investors of record on Wednesday, May 20th were given a $5.16 dividend. This represents a $20.64 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date was Wednesday, May 20th. Equinix’s dividend payout ratio (DPR) is 142.84%.

Insiders Place Their Bets In other Equinix news, EVP Raouf Abdel sold 2,040 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $1,083.47, for a total value of $2,210,278.80. Following the completion of the transaction, the executive vice president owned 5,728 shares of the company’s stock, valued at $6,206,116.16. The trade was a 26.26% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Chairman Charles J. Meyers sold 5,224 shares of the stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $1,085.23, for a total transaction of $5,669,241.52. Following the completion of the transaction, the chairman directly owned 7,370 shares in the company, valued at $7,998,145.10. The trade was a 41.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 11,115 shares of company stock valued at $12,022,574 in the last ninety days. Corporate insiders own 0.27% of the company’s stock.

About Equinix (Free Report)

Equinix, Inc is a global provider of digital infrastructure and interconnection services, specializing in carrier-neutral data centers and colocation. The company operates a platform that enables enterprises, cloud and network service providers, and content companies to colocate IT infrastructure, interconnect directly with partners and providers, and access cloud on-ramps and network services in a secure, low-latency environment.

Equinix’s offerings include traditional colocation space and power, cross-connects and meet-me rooms, and a suite of connectivity and on-demand services designed for hybrid multicloud architectures.

Featured Articles Five stocks we like better than Equinix AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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

Posted by Defense World Staff on Jul 25th, 2026

Aristotle Capital Management LLC lowered its stake in shares of Trane Technologies plc (NYSE:TT – Free Report) by 26.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 245,555 shares of the company’s stock after selling 88,000 shares during the period. Aristotle Capital Management LLC owned approximately 0.11% of Trane Technologies worth $102,333,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bell Investment Advisors Inc raised its holdings in Trane Technologies by 12.2% in the first quarter. Bell Investment Advisors Inc now owns 203 shares of the company’s stock valued at $85,000 after buying an additional 22 shares during the period. Fiduciary Family Office LLC raised its position in Trane Technologies by 1.5% in the fourth quarter. Fiduciary Family Office LLC now owns 1,573 shares of the company’s stock valued at $612,000 after purchasing an additional 23 shares during the period. Foster Dykema Cabot & Partners LLC lifted its stake in shares of Trane Technologies by 10.6% during the fourth quarter. Foster Dykema Cabot & Partners LLC now owns 239 shares of the company’s stock worth $93,000 after purchasing an additional 23 shares in the last quarter. Bridges Investment Management Inc. boosted its position in shares of Trane Technologies by 1.6% in the fourth quarter. Bridges Investment Management Inc. now owns 1,542 shares of the company’s stock worth $600,000 after buying an additional 24 shares during the period. Finally, Cornerstone Planning Group LLC grew its stake in shares of Trane Technologies by 14.5% in the first quarter. Cornerstone Planning Group LLC now owns 190 shares of the company’s stock valued at $79,000 after buying an additional 24 shares in the last quarter. Institutional investors and hedge funds own 82.97% of the company’s stock.

Insider Activity at Trane Technologies In other Trane Technologies news, insider Donald E. Simmons sold 4,593 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $500.00, for a total value of $2,296,500.00. Following the sale, the insider owned 3,819 shares in the company, valued at approximately $1,909,500. This trade represents a 54.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.43% of the company’s stock.

Trane Technologies Price Performance Shares of NYSE TT opened at $481.09 on Friday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.10 and a quick ratio of 0.77. The firm has a market capitalization of $106.35 billion, a PE ratio of 37.21, a P/E/G ratio of 2.21 and a beta of 1.19. Trane Technologies plc has a 1-year low of $348.06 and a 1-year high of $505.87. The business’s fifty day moving average price is $470.13 and its two-hundred day moving average price is $449.87.

Trane Technologies (NYSE:TT – Get Free Report) last announced its quarterly earnings results on Friday, May 1st. The company reported $2.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.53 by $0.10. Trane Technologies had a net margin of 13.41% and a return on equity of 35.55%. The company had revenue of $4.97 billion during the quarter, compared to the consensus estimate of $4.81 billion. During the same quarter in the previous year, the company posted $2.45 earnings per share. The company’s revenue for the quarter was up 6.0% compared to the same quarter last year. On average, research analysts expect that Trane Technologies plc will post 14.89 EPS for the current year.

Trane Technologies Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Friday, September 4th will be given a $1.05 dividend. The ex-dividend date is Friday, September 4th. This represents a $4.20 annualized dividend and a yield of 0.9%. Trane Technologies’s dividend payout ratio is 32.48%.

Analyst Ratings Changes Several equities analysts recently commented on the company. Evercore assumed coverage on Trane Technologies in a research report on Monday, April 13th. They set an “outperform” rating and a $535.00 price target on the stock. Citigroup lifted their price objective on shares of Trane Technologies from $525.00 to $570.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Barclays upped their target price on shares of Trane Technologies from $507.00 to $585.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. JPMorgan Chase & Co. raised their price target on shares of Trane Technologies from $460.00 to $476.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Finally, Royal Bank Of Canada raised their target price on Trane Technologies from $440.00 to $501.00 and gave the company a “sector perform” rating in a research note on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $516.67.

View Our Latest Analysis on Trane Technologies

About Trane Technologies (Free Report)

Trane Technologies (NYSE: TT) is a global climate solutions company focused on heating, ventilation and air conditioning (HVAC) and transport refrigeration systems. The company develops, manufactures and sells a broad range of climate-control products under well-known brands, including commercial and residential HVAC equipment, building management systems and controls, and transport refrigeration units. Its product portfolio spans rooftop and packaged units, chillers, furnaces, air handlers, compressors, and related components designed for commercial buildings, industrial facilities, residences and transportation applications.

In addition to equipment, Trane Technologies provides lifecycle services that include installation, maintenance, parts, retrofit and aftermarket support, as well as digital and controls solutions for building performance and energy management.

Further Reading Five stocks we like better than Trane Technologies AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding TT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Trane Technologies plc (NYSE:TT – Free Report).

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

« PREVIOUS HEADLINEBank of New York Mellon Corp Decreases Stock Holdings in Installed Building Products, Inc. $IBP

NEXT HEADLINE »Bank of New York Mellon Corp Sells 120,047 Shares of American Airlines Group Inc. $AAL

Posted by Defense World Staff on Jul 25th, 2026

Affinity Asset Advisors LLC cut its stake in shares of BridgeBio Pharma, Inc. (NASDAQ:BBIO – Free Report) by 53.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 150,000 shares of the company’s stock after selling 170,000 shares during the quarter. Affinity Asset Advisors LLC owned approximately 0.08% of BridgeBio Pharma worth $11,139,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of BBIO. Global Retirement Partners LLC increased its position in shares of BridgeBio Pharma by 271.5% during the fourth quarter. Global Retirement Partners LLC now owns 509 shares of the company’s stock worth $39,000 after acquiring an additional 372 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in shares of BridgeBio Pharma by 91.4% in the 4th quarter. Farther Finance Advisors LLC now owns 513 shares of the company’s stock worth $39,000 after buying an additional 245 shares during the last quarter. Kemnay Advisory Services Inc. purchased a new position in shares of BridgeBio Pharma in the 4th quarter worth approximately $41,000. Cary Street Partners Investment Advisory LLC grew its holdings in shares of BridgeBio Pharma by 861.0% in the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 567 shares of the company’s stock valued at $43,000 after acquiring an additional 508 shares in the last quarter. Finally, Eurizon Capital SGR S.p.A. bought a new position in shares of BridgeBio Pharma in the fourth quarter valued at approximately $44,000. 99.85% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades BBIO has been the topic of a number of research reports. Weiss Ratings restated a “sell (d)” rating on shares of BridgeBio Pharma in a research note on Friday, May 15th. Citigroup raised their price objective on shares of BridgeBio Pharma from $82.00 to $93.00 and gave the stock a “neutral” rating in a report on Thursday, July 16th. Canaccord Genuity Group initiated coverage on shares of BridgeBio Pharma in a research note on Wednesday, June 3rd. They issued a “buy” rating and a $104.00 price objective for the company. Mizuho lowered their target price on shares of BridgeBio Pharma from $106.00 to $96.00 and set an “outperform” rating on the stock in a report on Tuesday, June 16th. Finally, Royal Bank Of Canada started coverage on BridgeBio Pharma in a research report on Thursday, April 9th. They set an “outperform” rating and a $100.00 target price on the stock. Twenty equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, BridgeBio Pharma has an average rating of “Moderate Buy” and a consensus price target of $95.21.

Read Our Latest Stock Analysis on BridgeBio Pharma

BridgeBio Pharma Stock Up 1.3% Shares of NASDAQ:BBIO opened at $84.02 on Friday. The company’s 50-day moving average price is $72.69 and its 200 day moving average price is $72.53. The company has a market cap of $16.46 billion, a PE ratio of -22.47 and a beta of 0.95. BridgeBio Pharma, Inc. has a fifty-two week low of $42.09 and a fifty-two week high of $93.42.

BridgeBio Pharma (NASDAQ:BBIO – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The company reported ($0.84) EPS for the quarter, missing the consensus estimate of ($0.70) by ($0.14). The business had revenue of $194.51 million for the quarter, compared to the consensus estimate of $178.07 million. The company’s revenue for the quarter was up 66.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($0.88) EPS. As a group, equities analysts anticipate that BridgeBio Pharma, Inc. will post -2.27 EPS for the current year.

Insider Buying and Selling In other news, Director Jennifer E. Cook sold 148,589 shares of the company’s stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $88.54, for a total transaction of $13,156,070.06. Following the completion of the sale, the director owned 8,383 shares in the company, valued at approximately $742,230.82. This represents a 94.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Andrea Ellis sold 17,167 shares of BridgeBio Pharma stock in a transaction dated Thursday, July 9th. The stock was sold at an average price of $84.00, for a total value of $1,442,028.00. Following the completion of the transaction, the director owned 22,579 shares in the company, valued at $1,896,636. The trade was a 43.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 432,117 shares of company stock valued at $32,633,740. 14.23% of the stock is owned by company insiders.

BridgeBio Pharma Company Profile (Free Report)

BridgeBio Pharma, Inc is a clinical-stage biopharmaceutical company headquartered in Palo Alto, California. Founded in 2015 by Neil Kumar, the company is dedicated to discovering, developing and delivering transformative medicines for patients with genetic diseases and cancers. BridgeBio operates an integrated model that spans target identification, preclinical research, clinical development and commercialization, aiming to streamline the process from bench to bedside.

BridgeBio’s pipeline comprises multiple therapeutic modalities, including small molecules, biologics and genetic therapies.

See Also Five stocks we like better than BridgeBio Pharma AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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

« PREVIOUS HEADLINEDeckers Outdoor (NYSE:DECK) Given New $105.00 Price Target at Truist Financial

NEXT HEADLINE »Bank of New York Mellon Corp Decreases Stock Holdings in Installed Building Products, Inc. $IBP

Teradyne (NASDAQ:TER | TER Price Prediction) reports Q2 FY2026 earnings on July 29, giving investors a read into one of the cleanest picks-and-shovels exposures to the AI buildout. The company provides testing equipment used to manufacture AI accelerators, advanced memory, and networking chips.

The company’s Q1 FY2026 earnings report showed that the business’s Semiconductor Test franchise is capturing the test-equipment spend behind every AI accelerator, memory stack, and networking chip going into a data center. That exposure drove Q1 revenue up 87.04% year over year to $1.28 billion, while non-GAAP EPS of $2.56 easily cleared the $2.11 consensus estimate. CEO Greg Smith attributed the record to a “wafer to AI data center strategy,” with roughly 70% of revenue tied to AI-related demand.

3 Reasons Teradyne Has Nearly Doubled in 2026 1. AI demand just sent Teradyne’s profits up 303%. Non-GAAP operating margin expanded to 37.5% in Q1 FY2026, from 20.5% a year earlier. Net income grew 303.36% YoY. Test equipment has fixed R&D and variable revenue, and the AI mix is now pushing incremental margins straight to the bottom line.

2. Valuation is aligned with the growth rate. Shares trade at a forward P/E of 52 against a PEG of 1.462. Analysts’ consensus price target sits at $429.88 vs. a current share price of $349.92, with 12 Buy ratings and 1 Strong Buy against just 1 Sell.

3. Capital returns keep coming. Teradyne paid $702.1 million in FY2025 buybacks and declared a $0.13 quarterly dividend.

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

TER Is Growing 9x Faster Than One of Its Closest Rivals Onto Innovation (NYSE:ONTO) is one of Teradyne’s closest process-control comps. It trades at a forward P/E of 34x while growing revenue just 9.5% YoY. TER saw nine times the revenue growth rate at a slightly higher multiple. Cohu (NASDAQ:COHU), a direct semi-test peer, is unprofitable on a TTM basis with an EPS of -$1.19 and a forward P/E of 93.

China Restrictions Have Not Stopped Teradyne’s Boom Bears point to U.S. Commerce Department export controls on semiconductor equipment bound for China. However, we’re seeing signs that AI demand is dwarfing the China headwind, as TER still delivered 87.04% YoY revenue growth and a 17-point margin expansion with the restrictions in place.

Teradyne enters its July 29 Q2 earnings report with exceptional momentum: 87% revenue growth, a 303% increase in net income, and roughly 70% of revenue tied to AI-related demand. The stock’s 52x forward earnings multiple leaves little room for a slowdown, making guidance especially important.

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

Contact [email protected] for any questions or corrections.

SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction) enters its July 29 Q2 earnings report with a sharp disconnect between its stock and its business. The stock is down 37.13% year to date, but loan originations rose 68%, net income climbed 134%, and management still expects about 30% adjusted revenue growth for the year.

At $16.46 per share, the big question ahead of Q2 earnings is whether SoFi’s falling stock price has created a buying opportunity.

Sofi Stock Is Falling While Profits Climb 135% Q1 2026 delivered record loan originations of $12.18 billion, up 68% YoY, GAAP net income of $166.73 million, up 134.45% YoY, and operating income up 150.12%. Members grew 35% YoY, and 43% of new products came from existing members, the cross-sell flywheel management has spent five years engineering.

Full-year 2026 guidance calls for $4.655 billion in adjusted net revenue (about 30% growth) and $0.60 in adjusted EPS, with medium-term guidance for a 38% to 42% adjusted EPS CAGR through 2028.

A 28x P/E Looks Cheap Against 38% to 42% EPS Growth SoFi trades at a forward P/E of 28 with a PEG ratio of 0.81. While banks typically command lower earnings multiples than the broader market, SoFi’s sub-1 PEG ratio suggests its valuation remains attractive relative to its growth. The analyst consensus price target sits at $20.58 vs the stock’s current price of $16.46, and SoFi has now met or beaten estimates for seven consecutive quarters.

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

SoFi’s Bank Charter Gives It an Advantage Rivals Cannot Match Investors reaching for cheaper fintech exposure might look at LendingClub (NYSE:LC) or Upstart Holdings (NASDAQ:UPST). LendingClub carries a forward P/E of 12, but its quarterly revenue growth is 12.5% YoY, a fraction of SoFi’s. Upstart is more expensive at a forward P/E of 36 on a 4.21% profit margin and a 0.9% operating margin, but the business lacks a bank charter or a deposit base.

SoFi’s 14.8% profit margin and 18.3% operating margin show the business has strong quality, though investors have to pay up for it with the stock trading at a 28x forward P/E.

The Two Risks Investors Must Watch on July 29 Q2 Earnings The Technology Platform segment fell 27% YoY on a large client departure, and personal loan charge-offs ticked up sequentially to 3.03% from 2.80%. Both are manageable against the broader setup, but are worth watching further. Deposits of $40.24 billion now fund over 90% of liabilities, cost of funds fell 48 basis points, and net income more than doubled in the same quarter.

If charge-offs remain controlled and SoFi maintains its 2026 outlook, the current valuation could represent one of the more attractive growth setups in fintech.

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

Contact [email protected] for any questions or corrections.

Posted by Defense World Staff on Jul 25th, 2026

Bank of Nova Scotia lessened its holdings in shares of Johnson Controls International plc (NYSE:JCI – Free Report) by 60.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 292,775 shares of the company’s stock after selling 454,528 shares during the quarter. Bank of Nova Scotia’s holdings in Johnson Controls International were worth $38,339,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Maseco LLP grew its position in shares of Johnson Controls International by 102.9% in the fourth quarter. Maseco LLP now owns 211 shares of the company’s stock valued at $25,000 after purchasing an additional 107 shares in the last quarter. Mcguire Capital Advisors Inc. purchased a new position in Johnson Controls International during the fourth quarter worth approximately $27,000. Twin Tree Management LP boosted its stake in Johnson Controls International by 140.9% during the fourth quarter. Twin Tree Management LP now owns 260 shares of the company’s stock worth $31,000 after buying an additional 895 shares during the last quarter. YANKCOM Partnership acquired a new position in Johnson Controls International during the fourth quarter worth $34,000. Finally, Flagship Harbor Advisors LLC purchased a new stake in Johnson Controls International in the 4th quarter valued at $38,000. 90.05% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes Several research firms have recently commented on JCI. Wall Street Zen upgraded Johnson Controls International from a “hold” rating to a “buy” rating in a report on Sunday, May 3rd. The Goldman Sachs Group raised their price objective on shares of Johnson Controls International from $169.00 to $178.00 and gave the stock a “buy” rating in a research report on Tuesday, June 2nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson Controls International in a research note on Tuesday, June 9th. Sanford C. Bernstein initiated coverage on shares of Johnson Controls International in a research note on Tuesday, June 9th. They issued an “outperform” rating and a $176.00 price target for the company. Finally, Wells Fargo & Company raised their price target on shares of Johnson Controls International from $145.00 to $160.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $152.85.

View Our Latest Report on JCI

Johnson Controls International Price Performance JCI stock opened at $143.35 on Friday. The business’s fifty day moving average price is $141.84 and its 200 day moving average price is $136.02. Johnson Controls International plc has a 12-month low of $102.09 and a 12-month high of $151.18. The company has a current ratio of 1.04, a quick ratio of 0.85 and a debt-to-equity ratio of 0.64. The company has a market capitalization of $87.46 billion, a PE ratio of 25.64, a P/E/G ratio of 1.54 and a beta of 1.31.

Johnson Controls International (NYSE:JCI – Get Free Report) last issued its quarterly earnings results on Tuesday, March 31st. The company reported $1.19 earnings per share (EPS) for the quarter. The company had revenue of $6.14 billion for the quarter. Johnson Controls International had a net margin of 14.45% and a return on equity of 19.50%. On average, sell-side analysts anticipate that Johnson Controls International plc will post 4.9 EPS for the current year.

Johnson Controls International Announces Dividend The company also recently announced a quarterly dividend, which was paid on Friday, July 10th. Investors of record on Monday, June 15th were paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Monday, June 15th. Johnson Controls International’s dividend payout ratio is presently 28.62%.

Insiders Place Their Bets In other news, VP Lei Zhang Schlitz sold 88,809 shares of the company’s stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $140.99, for a total value of $12,521,180.91. Following the completion of the sale, the vice president directly owned 57,059 shares of the company’s stock, valued at approximately $8,044,748.41. This represents a 60.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Todd M. Grabowski sold 1,800 shares of the firm’s stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $146.20, for a total transaction of $263,160.00. Following the completion of the sale, the vice president owned 26,215 shares of the company’s stock, valued at approximately $3,832,633. The trade was a 6.43% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.29% of the stock is currently owned by company insiders.

Johnson Controls International Company Profile (Free Report)

Johnson Controls International plc is a global diversified technology and multi‑industrial company that develops products, services and solutions for buildings and energy storage. The company’s core focus is on improving building efficiency, safety and sustainability through a combination of HVAC equipment, building controls and automation, fire and security systems, and related services. Johnson Controls traces its roots to 1885, when inventor Warren S. Johnson developed an electric room thermostat; over its long history the company has expanded from controls into a broad set of building‑related technologies and, through corporate transactions, into a global provider of integrated building solutions.

Johnson Controls’ product and service portfolio includes heating, ventilation and air‑conditioning equipment, chillers, air handlers and related mechanical systems, together with building automation and control platforms that monitor and manage energy use, indoor environmental quality and security.

See Also Five stocks we like better than Johnson Controls International AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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

« PREVIOUS HEADLINENorfolk Southern (NYSE:NSC) Price Target Raised to $338.00 at JPMorgan Chase & Co.

NEXT HEADLINE »Bank of New York Mellon Corp Sells 36,570 Shares of Caesars Entertainment, Inc. $CZR

Posted by Defense World Staff on Jul 25th, 2026

Bank of New York Mellon Corp lifted its position in shares of Harley-Davidson, Inc. (NYSE:HOG – Free Report) by 8.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,110,552 shares of the company’s stock after purchasing an additional 163,762 shares during the period. Bank of New York Mellon Corp owned 1.93% of Harley-Davidson worth $42,675,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Pinnacle Holdings LLC bought a new position in shares of Harley-Davidson during the fourth quarter valued at approximately $30,000. Fifth Third Bancorp increased its position in Harley-Davidson by 48.9% during the 4th quarter. Fifth Third Bancorp now owns 1,764 shares of the company’s stock valued at $36,000 after purchasing an additional 579 shares during the period. Geneos Wealth Management Inc. raised its holdings in Harley-Davidson by 153.8% in the 1st quarter. Geneos Wealth Management Inc. now owns 2,109 shares of the company’s stock worth $53,000 after purchasing an additional 1,278 shares in the last quarter. Westfuller Advisors LLC lifted its position in shares of Harley-Davidson by 65.8% in the 4th quarter. Westfuller Advisors LLC now owns 4,002 shares of the company’s stock worth $82,000 after purchasing an additional 1,588 shares during the period. Finally, Farther Finance Advisors LLC boosted its stake in shares of Harley-Davidson by 36.3% during the 4th quarter. Farther Finance Advisors LLC now owns 4,119 shares of the company’s stock valued at $84,000 after purchasing an additional 1,098 shares in the last quarter. Hedge funds and other institutional investors own 85.10% of the company’s stock.

Wall Street Analyst Weigh In Several analysts have weighed in on the company. UBS Group lifted their price objective on Harley-Davidson from $19.00 to $26.00 and gave the company a “neutral” rating in a research report on Monday, May 11th. DA Davidson upped their price target on Harley-Davidson from $25.00 to $30.00 and gave the stock a “buy” rating in a research note on Monday, July 6th. Zacks Research upgraded Harley-Davidson from a “strong sell” rating to a “hold” rating in a report on Monday, April 27th. Wells Fargo & Company raised their price objective on Harley-Davidson from $15.00 to $19.00 and gave the company an “underweight” rating in a research report on Wednesday, May 6th. Finally, Morgan Stanley boosted their target price on shares of Harley-Davidson from $12.00 to $15.00 and gave the company an “underweight” rating in a report on Tuesday, May 19th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $25.89.

View Our Latest Report on Harley-Davidson

Insider Activity In other news, CFO Jonathan R. Root sold 1,554 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $24.44, for a total transaction of $37,979.76. Following the completion of the transaction, the chief financial officer directly owned 29,400 shares in the company, valued at approximately $718,536. This represents a 5.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Paul J. Krause sold 1,564 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $26.00, for a total transaction of $40,664.00. Following the completion of the transaction, the insider directly owned 30,012 shares of the company’s stock, valued at approximately $780,312. This trade represents a 4.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 4,672 shares of company stock valued at $116,266 in the last three months. Insiders own 0.97% of the company’s stock.

Harley-Davidson Price Performance NYSE:HOG opened at $25.45 on Friday. The company has a quick ratio of 1.66, a current ratio of 1.90 and a debt-to-equity ratio of 0.36. Harley-Davidson, Inc. has a 52 week low of $17.09 and a 52 week high of $31.25. The business’s 50-day simple moving average is $25.15 and its two-hundred day simple moving average is $22.36. The stock has a market cap of $2.68 billion, a PE ratio of 15.61, a P/E/G ratio of 17.83 and a beta of 1.26.

Harley-Davidson (NYSE:HOG – Get Free Report) last posted its quarterly earnings results on Thursday, July 23rd. The company reported $0.75 EPS for the quarter, topping analysts’ consensus estimates of $0.65 by $0.10. The company had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.17 billion. Harley-Davidson had a return on equity of 6.28% and a net margin of 4.78%.The firm’s revenue was down 5.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.88 EPS. As a group, analysts forecast that Harley-Davidson, Inc. will post 0.39 EPS for the current fiscal year.

Harley-Davidson Announces Dividend The business also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 8th were paid a $0.1875 dividend. The ex-dividend date was Monday, June 8th. This represents a $0.75 annualized dividend and a yield of 2.9%. Harley-Davidson’s payout ratio is presently 42.61%.

Harley-Davidson News Summary Here are the key news stories impacting Harley-Davidson this week:

Positive Sentiment: Harley-Davidson beat Q2 estimates with EPS of $0.75 versus $0.65 expected, and revenue of $1.23 billion versus $1.17 billion forecast, helped by stronger motorcycle demand in its core HDMC business. Harley-Davidson Delivers Second Quarter Financial Results and Raises Full-Year Guidance Positive Sentiment: The company raised its full-year sales guidance, signaling management sees momentum in its turnaround and stronger North American sales ahead. Harley-Davidson Raises Outlook on Strong North American Sales Positive Sentiment: Several outlets highlighted Harley-Davidson as a value stock and noted that analysts remain constructive overall, including Baird lifting its price target to $30 while keeping a neutral rating. Harley-Davidson Emerges On Value Stock Screens Neutral Sentiment: Harley-Davidson’s financing segment, HDFS, saw revenue plunge, which offsets some of the enthusiasm around the core motorcycle business and adds a mixed note to the quarter. Harley-Davidson Q2 Earnings Beat Estimates on HDMC Growth Neutral Sentiment: LiveWire continued to narrow losses, but it remains a small drag rather than a major driver for the stock right now. Harley-Davidson Q2 Earnings Beat Estimates on HDMC Growth Negative Sentiment: Motorcycle deliveries fell short of expectations, and revenue declined 5.9% year over year, reminding investors that demand is still uneven despite the earnings beat. Harley-Davidson Q2 bike sales fall short of expectations Negative Sentiment: Higher raw material costs and lower quarterly profit underscore margin pressure, which may limit how quickly the turnaround translates into stronger earnings. Harley-Davidson posts lower quarterly results as raw material costs rise Harley-Davidson Profile (Free Report)

Harley-Davidson, Inc is a renowned American motorcycle manufacturer best known for its heavyweight cruiser and touring bikes. Founded in 1903 in Milwaukee, Wisconsin, the company has built a strong reputation for producing distinctive motorcycles characterized by their signature V-twin engines, chrome finishes and robust frames. Harley-Davidson markets its products globally through a network of franchised dealerships and focuses on delivering an immersive brand experience to its customers, emphasizing lifestyle and community alongside its motorcycles.

In addition to its core motorcycle business, Harley-Davidson offers an extensive range of parts, accessories and apparel under its Genuine Motor Parts & Accessories and MotorClothes lines.

Read More Five stocks we like better than Harley-Davidson AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding HOG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Harley-Davidson, Inc. (NYSE:HOG – Free Report).

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

« PREVIOUS HEADLINECaterpillar Inc. $CAT is Bollard Group LLC’s 3rd Largest Position

NEXT HEADLINE »NVIDIA Corporation $NVDA Position Trimmed by Bryn Mawr Trust Advisors LLC

Posted by Defense World Staff on Jul 25th, 2026

Aristotle Capital Management LLC cut its holdings in shares of Cullen/Frost Bankers, Inc. (NYSE:CFR – Free Report) by 4.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,765,009 shares of the bank’s stock after selling 245,169 shares during the period. Aristotle Capital Management LLC owned about 7.59% of Cullen/Frost Bankers worth $653,197,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in CFR. Goldman Sachs Group Inc. raised its stake in Cullen/Frost Bankers by 61.6% in the first quarter. Goldman Sachs Group Inc. now owns 605,697 shares of the bank’s stock valued at $75,833,000 after buying an additional 230,993 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Cullen/Frost Bankers by 9.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 166,900 shares of the bank’s stock worth $20,896,000 after purchasing an additional 15,063 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in Cullen/Frost Bankers by 40.8% during the first quarter. Geneos Wealth Management Inc. now owns 366 shares of the bank’s stock worth $46,000 after purchasing an additional 106 shares during the last quarter. Invesco Ltd. boosted its holdings in Cullen/Frost Bankers by 12.2% in the second quarter. Invesco Ltd. now owns 126,040 shares of the bank’s stock valued at $16,201,000 after purchasing an additional 13,718 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its stake in Cullen/Frost Bankers by 82.9% in the second quarter. EverSource Wealth Advisors LLC now owns 1,174 shares of the bank’s stock valued at $151,000 after purchasing an additional 532 shares during the last quarter. Institutional investors and hedge funds own 86.90% of the company’s stock.

Insider Buying and Selling at Cullen/Frost Bankers In other news, EVP Carol Jean Severyn sold 837 shares of the business’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $148.29, for a total value of $124,118.73. Following the completion of the transaction, the executive vice president owned 12,712 shares of the company’s stock, valued at $1,885,062.48. The trade was a 6.18% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.14% of the stock is currently owned by company insiders.

Cullen/Frost Bankers Trading Up 1.7% NYSE:CFR opened at $164.23 on Friday. The firm has a market capitalization of $10.31 billion, a P/E ratio of 15.99, a P/E/G ratio of 2.88 and a beta of 0.54. The business has a 50 day simple moving average of $148.81 and a 200 day simple moving average of $142.56. The company has a debt-to-equity ratio of 0.05, a current ratio of 0.65 and a quick ratio of 0.65. Cullen/Frost Bankers, Inc. has a 12-month low of $119.00 and a 12-month high of $165.16.

Cullen/Frost Bankers (NYSE:CFR – Get Free Report) last announced its earnings results on Thursday, April 30th. The bank reported $2.65 EPS for the quarter, topping the consensus estimate of $2.49 by $0.16. The company had revenue of $574.84 million during the quarter, compared to analysts’ expectations of $587.28 million. Cullen/Frost Bankers had a net margin of 22.86% and a return on equity of 15.58%. During the same period last year, the company posted $2.30 earnings per share. Equities research analysts predict that Cullen/Frost Bankers, Inc. will post 10.57 EPS for the current year.

Cullen/Frost Bankers Increases Dividend The firm also recently declared a quarterly dividend, which was paid on Monday, June 15th. Investors of record on Friday, May 29th were paid a dividend of $1.03 per share. This represents a $4.12 dividend on an annualized basis and a dividend yield of 2.5%. This is a positive change from Cullen/Frost Bankers’s previous quarterly dividend of $1.00. The ex-dividend date of this dividend was Friday, May 29th. Cullen/Frost Bankers’s payout ratio is presently 40.12%.

Analyst Upgrades and Downgrades A number of brokerages have recently commented on CFR. Jefferies Financial Group raised shares of Cullen/Frost Bankers from an “underperform” rating to a “hold” rating and upped their target price for the company from $135.00 to $160.00 in a report on Monday, July 6th. Weiss Ratings reissued a “buy (b)” rating on shares of Cullen/Frost Bankers in a research note on Wednesday, July 15th. DA Davidson lifted their target price on shares of Cullen/Frost Bankers from $143.00 to $144.00 and gave the company a “neutral” rating in a report on Monday, May 4th. Raymond James Financial reiterated a “market perform” rating on shares of Cullen/Frost Bankers in a research note on Wednesday, July 1st. Finally, Cantor Fitzgerald lifted their price objective on Cullen/Frost Bankers from $154.00 to $158.00 and gave the company a “neutral” rating in a report on Wednesday, July 15th. Two investment analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Cullen/Frost Bankers currently has a consensus rating of “Hold” and a consensus target price of $152.42.

Get Our Latest Research Report on Cullen/Frost Bankers

Cullen/Frost Bankers Profile (Free Report)

Cullen/Frost Bankers, Inc is the holding company for Frost Bank, a Texas-chartered financial institution whose origins date back to 1868 in San Antonio. As one of the oldest banking organizations in the state, it offers a broad range of services to individuals, small and large businesses, and institutional clients. Core banking activities include commercial lending, deposit services, cash management and trade finance, while consumer products cover residential mortgages, personal lines of credit and home equity loans.

Beyond traditional banking, the company provides comprehensive treasury and equipment leasing solutions tailored to support working capital and capital expenditure requirements.

See Also Five stocks we like better than Cullen/Frost Bankers AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding CFR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cullen/Frost Bankers, Inc. (NYSE:CFR – Free Report).

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

« PREVIOUS HEADLINEArrowstreet Capital Limited Partnership Sells 572,717 Shares of T-Mobile US, Inc. $TMUS

Posted by Defense World Staff on Jul 25th, 2026

Bank of New York Mellon Corp cut its stake in Installed Building Products, Inc. (NYSE:IBP – Free Report) by 2.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 156,873 shares of the construction company’s stock after selling 4,000 shares during the period. Bank of New York Mellon Corp owned approximately 0.58% of Installed Building Products worth $41,595,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in the stock. Price T Rowe Associates Inc. MD boosted its position in shares of Installed Building Products by 26.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 1,551,161 shares of the construction company’s stock valued at $402,356,000 after acquiring an additional 328,725 shares during the last quarter. Giverny Capital Inc. boosted its holdings in Installed Building Products by 0.9% in the 4th quarter. Giverny Capital Inc. now owns 519,236 shares of the construction company’s stock valued at $134,685,000 after purchasing an additional 4,500 shares during the last quarter. First Trust Advisors LP grew its stake in shares of Installed Building Products by 0.3% in the 4th quarter. First Trust Advisors LP now owns 400,748 shares of the construction company’s stock valued at $103,950,000 after buying an additional 1,238 shares during the period. Goldman Sachs Group Inc. grew its stake in shares of Installed Building Products by 52.7% in the 4th quarter. Goldman Sachs Group Inc. now owns 355,211 shares of the construction company’s stock valued at $92,138,000 after buying an additional 122,561 shares during the period. Finally, Charles Schwab Investment Management Inc. increased its holdings in shares of Installed Building Products by 1.6% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 350,996 shares of the construction company’s stock worth $91,045,000 after buying an additional 5,384 shares during the last quarter. 99.61% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets Several equities research analysts have issued reports on IBP shares. Zacks Research raised Installed Building Products from a “strong sell” rating to a “hold” rating in a research note on Monday, July 13th. Royal Bank Of Canada set a $242.00 price target on Installed Building Products in a report on Monday, May 11th. Evercore set a $226.00 price objective on Installed Building Products in a research report on Friday, May 8th. DA Davidson reaffirmed a “neutral” rating and issued a $242.00 target price on shares of Installed Building Products in a research report on Monday, June 1st. Finally, Wall Street Zen lowered shares of Installed Building Products from a “buy” rating to a “hold” rating in a research note on Sunday, March 29th. One equities research analyst has rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Installed Building Products presently has an average rating of “Hold” and a consensus target price of $247.67.

Check Out Our Latest Stock Analysis on IBP

Installed Building Products Stock Performance Shares of IBP stock opened at $227.55 on Friday. The stock’s 50-day moving average is $216.83 and its two-hundred day moving average is $265.00. The company has a debt-to-equity ratio of 1.56, a quick ratio of 2.76 and a current ratio of 3.35. Installed Building Products, Inc. has a 1 year low of $193.11 and a 1 year high of $349.00. The firm has a market cap of $6.13 billion, a price-to-earnings ratio of 24.26, a PEG ratio of 5.34 and a beta of 1.69.

Installed Building Products (NYSE:IBP – Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The construction company reported $1.79 earnings per share for the quarter, missing the consensus estimate of $1.96 by ($0.17). Installed Building Products had a net margin of 8.65% and a return on equity of 42.28%. The firm had revenue of $660.50 million during the quarter, compared to analyst estimates of $668.92 million. During the same period in the previous year, the company posted $2.08 earnings per share. Installed Building Products’s revenue was down 3.5% compared to the same quarter last year. Analysts predict that Installed Building Products, Inc. will post 9.57 earnings per share for the current year.

Installed Building Products Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th were issued a $0.39 dividend. This represents a $1.56 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Monday, June 15th. Installed Building Products’s dividend payout ratio is presently 16.63%.

Insider Buying and Selling at Installed Building Products In related news, insider Jason R. Niswonger acquired 455 shares of Installed Building Products stock in a transaction on Monday, May 11th. The stock was purchased at an average cost of $214.80 per share, with a total value of $97,734.00. Following the purchase, the insider directly owned 17,122 shares in the company, valued at approximately $3,677,805.60. The trade was a 2.73% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Michael Thomas Miller purchased 990 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were bought at an average cost of $200.62 per share, with a total value of $198,613.80. Following the completion of the acquisition, the chief financial officer owned 34,209 shares of the company’s stock, valued at approximately $6,863,009.58. This trade represents a 2.98% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have acquired a total of 5,036 shares of company stock worth $1,042,807 over the last three months. 13.80% of the stock is currently owned by corporate insiders.

Installed Building Products Company Profile (Free Report)

Installed Building Products, Inc (NYSE: IBP) is a leading national installer of specialty building products serving the U.S. residential construction market. The company partners with homebuilders and contractors to deliver a comprehensive range of interior and exterior finishing services, including insulation, drywall finishing, protective coatings and basement waterproofing systems. By offering a single-source solution, Installed Building Products helps streamline project coordination and ensures consistent service quality across multiple trades.

Founded in 1977 and headquartered in Columbus, Ohio, Installed Building Products has expanded from a regional insulation installer into a nationwide platform operating in nearly every state.

Further Reading Five stocks we like better than Installed Building Products AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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

« PREVIOUS HEADLINEAffinity Asset Advisors LLC Has $11.14 Million Stock Holdings in BridgeBio Pharma, Inc. $BBIO

NEXT HEADLINE »Aristotle Capital Management LLC Lowers Position in Trane Technologies plc $TT

Posted by Defense World Staff on Jul 25th, 2026

Arrowstreet Capital Limited Partnership boosted its stake in shares of HubSpot, Inc. (NYSE:HUBS – Free Report) by 352.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 903,559 shares of the software maker’s stock after acquiring an additional 703,706 shares during the period. Arrowstreet Capital Limited Partnership owned about 1.76% of HubSpot worth $220,559,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Price T Rowe Associates Inc. MD increased its stake in shares of HubSpot by 36.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock worth $1,838,727,000 after purchasing an additional 1,224,424 shares in the last quarter. Capital World Investors purchased a new position in HubSpot in the 4th quarter valued at about $259,930,000. AQR Capital Management LLC lifted its stake in HubSpot by 117.6% in the 4th quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after buying an additional 642,545 shares in the last quarter. Pictet Asset Management Holding SA boosted its holdings in HubSpot by 32.7% in the 4th quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock worth $776,714,000 after buying an additional 476,740 shares during the last quarter. Finally, Alyeska Investment Group L.P. increased its stake in HubSpot by 408.1% during the 4th quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock worth $224,763,000 after buying an additional 449,864 shares in the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

HubSpot Stock Up 8.1% NYSE:HUBS opened at $205.38 on Friday. HubSpot, Inc. has a 52 week low of $169.63 and a 52 week high of $568.16. The stock’s fifty day moving average is $200.86 and its two-hundred day moving average is $238.49. The company has a market capitalization of $10.52 billion, a P/E ratio of 107.53, a P/E/G ratio of 2.07 and a beta of 1.22.

HubSpot (NYSE:HUBS – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, topping analysts’ consensus estimates of $2.47 by $0.25. The business had revenue of $881.00 million during the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The company’s revenue was up 23.4% compared to the same quarter last year. During the same period in the prior year, the business posted $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. Sell-side analysts anticipate that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.

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

Positive Sentiment: HubSpot debuted Agent Hub, a new offering designed to unify AI agents, reinforcing its push into AI-powered workflow tools and giving investors a fresh growth narrative. HubSpot Debuts Agent Hub to Unify AI Agents Positive Sentiment: Several research notes highlighted HubSpot as a beneficiary of expanding AI adoption and strong demand for AI-infused software, which can support sentiment around the stock. 4 Software Stocks Poised to Benefit From Expanding AI Adoption Positive Sentiment: Citigroup lowered its price target to $217 from $230, but kept a Buy rating, implying roughly 5.7% upside from the current share price and signaling continued analyst confidence. Benzinga report on Citi target cut Neutral Sentiment: HubSpot reversed a customer data policy after privacy backlash, which may reduce reputational risk, but also underscores sensitivity around data practices. HubSpot Reverses Customer Data Policy After Backlash Over Privacy Concerns Neutral Sentiment: Management and product updates continue to emphasize AI and revenue workflow improvements, helping reinforce the long-term growth story, though these updates are not a near-term catalyst by themselves. HubSpot June 2026 updates Negative Sentiment: HubSpot director Brian Halligan sold 8,500 shares for about $1.9 million, which can weigh on sentiment even if the sale may be routine. HubSpot Director Brian Halligan Sells 8,500 Shares Negative Sentiment: Some commentary says HUBS still looks overvalued despite its AI agent launch, and Wells Fargo reportedly cut the stock to Hold, reflecting valuation caution that could cap gains. HubSpot Stock Still Looks Overvalued As AI Agent Tools Launch HubSpot Cut to Hold at Wells Fargo Insider Activity at HubSpot In other HubSpot news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $184.42, for a total transaction of $1,567,570.00. Following the completion of the sale, the director directly owned 93,500 shares in the company, valued at $17,243,270. This trade represents a 8.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lorrie M. Norrington purchased 1,313 shares of HubSpot stock in a transaction dated Monday, May 11th. The stock was bought at an average cost of $190.42 per share, for a total transaction of $250,021.46. Following the completion of the purchase, the director directly owned 2,838 shares in the company, valued at approximately $540,411.96. This trade represents a 86.10% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have bought 14,063 shares of company stock valued at $2,585,781 and have sold 17,915 shares valued at $3,654,114. 3.70% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth Several equities analysts have recently weighed in on HUBS shares. BTIG Research restated a “buy” rating and issued a $300.00 target price on shares of HubSpot in a research report on Tuesday, April 21st. Cantor Fitzgerald cut HubSpot from an “overweight” rating to a “neutral” rating and dropped their price target for the stock from $325.00 to $200.00 in a research report on Friday, May 8th. Evercore set a $225.00 price objective on HubSpot in a research note on Friday, May 8th. Citigroup restated a “neutral” rating on shares of HubSpot in a report on Friday. Finally, Mizuho cut their price objective on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating for the company in a report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, HubSpot presently has an average rating of “Moderate Buy” and a consensus price target of $307.86.

View Our Latest Report on HubSpot

About HubSpot (Free Report)

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.

Further Reading Five stocks we like better than HubSpot AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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

« PREVIOUS HEADLINEArrowstreet Capital Limited Partnership Raises Stock Position in Medpace Holdings, Inc. $MEDP

NEXT HEADLINE »Arrowstreet Capital Limited Partnership Sells 2,932,884 Shares of Southwest Airlines Co. $LUV

Posted by Defense World Staff on Jul 25th, 2026

Arrowstreet Capital Limited Partnership trimmed its holdings in shares of Nu Holdings Ltd. (NYSE:NU – Free Report) by 47.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 14,802,391 shares of the company’s stock after selling 13,507,693 shares during the quarter. Arrowstreet Capital Limited Partnership owned 0.30% of NU worth $212,710,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in NU. Norges Bank bought a new position in NU in the 4th quarter worth approximately $763,792,000. Larch Capital Partners LLC bought a new position in shares of NU in the fourth quarter valued at approximately $605,829,000. Jennison Associates LLC grew its holdings in shares of NU by 82.6% during the 4th quarter. Jennison Associates LLC now owns 39,370,791 shares of the company’s stock worth $659,067,000 after purchasing an additional 17,809,644 shares in the last quarter. Atmos Capital Gestao DE Recursos LTDA. lifted its holdings in NU by 109.1% during the 4th quarter. Atmos Capital Gestao DE Recursos LTDA. now owns 29,813,810 shares of the company’s stock valued at $499,083,000 after purchasing an additional 15,552,726 shares during the last quarter. Finally, Marshall Wace LLP boosted its holdings in NU by 98.4% in the third quarter. Marshall Wace LLP now owns 29,141,505 shares of the company’s stock valued at $466,555,000 after acquiring an additional 14,449,834 shares during the last quarter. 84.02% of the stock is owned by institutional investors.

NU Stock Performance NU opened at $14.12 on Friday. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.36. The company’s 50 day moving average is $13.02 and its 200 day moving average is $14.69. The company has a market cap of $68.54 billion, a price-to-earnings ratio of 21.72, a PEG ratio of 0.57 and a beta of 0.95. Nu Holdings Ltd. has a 12-month low of $11.20 and a 12-month high of $18.98.

NU (NYSE:NU – Get Free Report) last issued its earnings results on Friday, May 15th. The company reported $0.19 earnings per share for the quarter, missing the consensus estimate of $0.20 by ($0.01). The firm had revenue of $5.32 billion during the quarter, compared to the consensus estimate of $5.06 billion. NU had a return on equity of 30.91% and a net margin of 18.20%. On average, equities research analysts predict that Nu Holdings Ltd. will post 0.83 EPS for the current year.

NU declared that its Board of Directors has approved a share buyback plan on Thursday, June 4th that allows the company to repurchase $0.00 in shares. This repurchase authorization allows the company to buy shares of its stock through open market purchases. Shares repurchase plans are generally an indication that the company’s management believes its shares are undervalued.

Insiders Place Their Bets In other NU news, Director Anita M. Sands sold 21,000 shares of NU stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $12.24, for a total value of $257,040.00. Following the sale, the director owned 162,150 shares of the company’s stock, valued at $1,984,716. The trade was a 11.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. 1.20% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades A number of brokerages recently issued reports on NU. Needham & Company LLC started coverage on NU in a research report on Friday, June 26th. They issued a “buy” rating and a $17.00 target price on the stock. Scotiabank cut shares of NU to a “sector perform” rating and set a $13.00 price objective on the stock. in a research note on Wednesday, June 3rd. Bank of America reissued an “underperform” rating on shares of NU in a research report on Tuesday, June 2nd. JPMorgan Chase & Co. increased their price target on NU from $18.00 to $20.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. Finally, CICC Research started coverage on shares of NU in a research report on Tuesday, April 14th. They issued an “outperform” rating and a $18.00 price objective for the company. Ten research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $17.24.

Check Out Our Latest Report on NU

About NU (Free Report)

Nu Holdings Ltd (NYSE: NU), commonly known by its consumer brand Nubank, is a Latin American financial technology company that provides digital banking and financial services through a mobile-first platform. The company’s core offerings include no-fee digital checking accounts, credit cards, personal loans, payments and transfers, and a range of savings and investment products. Nubank emphasizes a streamlined customer experience delivered via its smartphone app, combined with data-driven underwriting and automated customer service tools.

Founded in 2013 by David Vélez, Cristina Junqueira and Edward Wible, Nu grew rapidly by targeting underbanked and digitally savvy consumers in Latin America with low-fee, transparent products.

Further Reading Five stocks we like better than NU AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding NU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Nu Holdings Ltd. (NYSE:NU – Free Report).

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

« PREVIOUS HEADLINEArrowstreet Capital Limited Partnership Raises Holdings in IQVIA Holdings Inc. $IQV

NEXT HEADLINE »Arrowstreet Capital Limited Partnership Trims Position in Fabrinet $FN

Posted by Defense World Staff on Jul 25th, 2026

Bank of Nova Scotia reduced its stake in shares of Rubrik, Inc. (NYSE:RBRK – Free Report) by 1.5% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 726,670 shares of the company’s stock after selling 10,930 shares during the period. Bank of Nova Scotia owned about 0.36% of Rubrik worth $35,585,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of RBRK. Pictet Asset Management Holding SA lifted its position in shares of Rubrik by 104.1% during the first quarter. Pictet Asset Management Holding SA now owns 3,325,503 shares of the company’s stock valued at $162,572,000 after purchasing an additional 1,696,342 shares in the last quarter. Norges Bank bought a new stake in Rubrik in the 4th quarter worth about $345,907,000. Legal & General Group Plc increased its stake in Rubrik by 8.6% in the 4th quarter. Legal & General Group Plc now owns 1,904,810 shares of the company’s stock valued at $145,680,000 after buying an additional 151,234 shares during the last quarter. Stephens Investment Management Group LLC lifted its position in shares of Rubrik by 47.4% during the 4th quarter. Stephens Investment Management Group LLC now owns 595,851 shares of the company’s stock worth $45,571,000 after buying an additional 191,738 shares in the last quarter. Finally, Washington University bought a new position in shares of Rubrik during the 4th quarter worth approximately $3,861,000. Institutional investors own 49.54% of the company’s stock.

Rubrik Stock Performance NYSE:RBRK opened at $73.17 on Friday. Rubrik, Inc. has a fifty-two week low of $42.25 and a fifty-two week high of $99.75. The firm has a market cap of $15.06 billion, a PE ratio of -50.46 and a beta of 1.10. The business has a 50 day moving average price of $75.22 and a 200-day moving average price of $62.84.

Rubrik (NYSE:RBRK – Get Free Report) last posted its quarterly earnings results on Thursday, June 4th. The company reported $0.16 EPS for the quarter, beating analysts’ consensus estimates of ($0.03) by $0.19. The firm had revenue of $387.07 million for the quarter, compared to the consensus estimate of $366.31 million. The company’s quarterly revenue was up 39.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($0.15) earnings per share. Rubrik has set its FY 2027 guidance at 0.250-0.350 EPS and its Q2 2027 guidance at 0.030-0.050 EPS. Research analysts predict that Rubrik, Inc. will post -1.16 EPS for the current year.

Insider Activity In other news, Director Ravi Mhatre sold 3,979 shares of the company’s stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $71.49, for a total transaction of $284,458.71. Following the completion of the transaction, the director directly owned 113,477 shares of the company’s stock, valued at approximately $8,112,470.73. This represents a 3.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CTO Arvind Nithrakashyap sold 199,447 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $84.28, for a total transaction of $16,809,393.16. Following the sale, the chief technology officer owned 314,048 shares of the company’s stock, valued at approximately $26,467,965.44. This represents a 38.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 291,321 shares of company stock worth $24,074,426 over the last ninety days. 13.66% of the stock is owned by insiders.

Analysts Set New Price Targets RBRK has been the subject of several recent analyst reports. Rosenblatt Securities reaffirmed a “buy” rating and issued a $90.00 target price on shares of Rubrik in a report on Monday, June 1st. Wedbush reissued an “outperform” rating and issued a $90.00 price objective on shares of Rubrik in a research report on Thursday, June 11th. Citigroup upped their price objective on Rubrik from $88.00 to $96.00 and gave the company a “buy” rating in a research note on Friday, June 5th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Rubrik in a research report on Friday, June 26th. Finally, Wolfe Research reiterated an “outperform” rating and set a $95.00 target price on shares of Rubrik in a research note on Friday, June 5th. Twenty-eight research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $93.96.

Read Our Latest Stock Report on RBRK

Rubrik Profile (Free Report)

Rubrik, Inc is a cloud data management and security company that delivers a unified platform for data protection, disaster recovery, compliance and intelligent data governance. Its flagship offering, the Rubrik Security Cloud, enables organizations to automate backup and recovery workflows across on-premises, edge and multi-cloud environments. By combining policy-driven orchestration with real-time threat detection, Rubrik helps clients guard against ransomware, ensure business continuity and enforce data retention requirements.

The company’s platform supports a range of services including backup and restore, long-term data archiving, replication, and disaster recovery as a service (DRaaS).

Read More Five stocks we like better than Rubrik AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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

« PREVIOUS HEADLINEBank of Nova Scotia Sells 3,275 Shares of Danaher Corporation $DHR

NEXT HEADLINE »Microsoft Corporation $MSFT Shares Bought by Corrado Advisors LLC

Posted by Defense World Staff on Jul 25th, 2026

Bank of Nova Scotia cut its stake in Roivant Sciences Ltd. (NASDAQ:ROIV – Free Report) by 7.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,310,387 shares of the company’s stock after selling 112,613 shares during the quarter. Bank of Nova Scotia owned approximately 0.18% of Roivant Sciences worth $36,298,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of ROIV. SBI Securities Co. Ltd. lifted its holdings in Roivant Sciences by 1,740.3% in the 4th quarter. SBI Securities Co. Ltd. now owns 1,233 shares of the company’s stock valued at $27,000 after purchasing an additional 1,166 shares in the last quarter. Allworth Financial LP raised its position in shares of Roivant Sciences by 48.1% during the 3rd quarter. Allworth Financial LP now owns 1,795 shares of the company’s stock valued at $27,000 after buying an additional 583 shares during the period. Parallel Advisors LLC lifted its stake in shares of Roivant Sciences by 33.7% in the 1st quarter. Parallel Advisors LLC now owns 2,065 shares of the company’s stock valued at $57,000 after purchasing an additional 520 shares during the last quarter. Kestra Advisory Services LLC acquired a new position in Roivant Sciences in the fourth quarter valued at about $47,000. Finally, Bessemer Group Inc. boosted its position in shares of Roivant Sciences by 21.8% during the 1st quarter. Bessemer Group Inc. now owns 2,465 shares of the company’s stock worth $69,000 after purchasing an additional 441 shares during the period. 64.76% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Roivant Sciences In other Roivant Sciences news, CEO Eric Venker sold 200,000 shares of the company’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $33.16, for a total value of $6,632,000.00. Following the transaction, the chief executive officer directly owned 1,613,063 shares in the company, valued at approximately $53,489,169.08. This represents a 11.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Melissa B. Epperly sold 17,750 shares of Roivant Sciences stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $34.38, for a total transaction of $610,245.00. Following the sale, the director owned 16,474 shares of the company’s stock, valued at approximately $566,376.12. This trade represents a 51.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 1,855,913 shares of company stock worth $62,649,633. Corporate insiders own 10.80% of the company’s stock.

Analyst Ratings Changes Several research firms have weighed in on ROIV. HC Wainwright reaffirmed a “buy” rating and issued a $34.00 target price on shares of Roivant Sciences in a research report on Thursday, May 21st. Citigroup boosted their price target on shares of Roivant Sciences from $35.00 to $42.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Piper Sandler reissued an “overweight” rating on shares of Roivant Sciences in a research report on Thursday, May 21st. Leerink Partners set a $42.00 price target on Roivant Sciences in a research note on Thursday, May 21st. Finally, Weiss Ratings lowered Roivant Sciences from a “sell (d)” rating to a “sell (d-)” rating in a report on Friday, May 22nd. Ten analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $33.59.

Read Our Latest Report on ROIV

Roivant Sciences Stock Down 0.3% Shares of NASDAQ:ROIV opened at $35.01 on Friday. The company has a market capitalization of $25.18 billion, a P/E ratio of -58.35 and a beta of 1.11. Roivant Sciences Ltd. has a 52-week low of $10.90 and a 52-week high of $37.00. The stock’s fifty day simple moving average is $32.24 and its 200-day simple moving average is $28.62.

Roivant Sciences Profile (Free Report)

Roivant Sciences is a biopharmaceutical company focused on the development and commercialization of innovative therapies through a network of subsidiary businesses known as “Vants.” Founded in 2014, Roivant acquires or in-licenses clinical-stage assets that have progressed beyond proof of concept and seeks to advance them efficiently toward regulatory approval. By organizing each program into a dedicated subsidiary, the company aims to streamline decision-making, allocate resources more effectively, and accelerate development timelines.

The core activities of Roivant involve identifying promising drug candidates across a range of therapeutic areas, including neurology, rare diseases, immunology, oncology, and women’s health.

Featured Articles Five stocks we like better than Roivant Sciences AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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

« PREVIOUS HEADLINEBank of Nova Scotia Sells 171,071 Shares of T-Mobile US, Inc. $TMUS

NEXT HEADLINE »Qualcomm Incorporated $QCOM Shares Sold by Bank of Nova Scotia

Bitcoin güvenliği, ekosistemin sürdürülebilirliği açısından en önemli başlıklardan biri olmaya devam ediyor. Bu kapsamda sektörün önde gelen dokuz şirketi, ağın uzun vadeli korunmasını desteklemek amacıyla Bitcoin Security Consortium adlı yeni bir oluşum kurduklarını duyurdu. Girişim; geliştiricilere finansman sağlamak, güvenlik araştırmalarını desteklemek ve kuantum sonrası şifreleme teknolojileri üzerine çalışmaları hızlandırmayı hedefliyor. Bu gelişme, yalnızca Bitcoin için değil, daha geniş kripto para piyasası açısından da önemli bir adım olarak değerlendiriliyor.

Bitcoin Güvenliği İçin Hangi Şirketler Bir Araya Geldi? Konsorsiyumun kurucu üyeleri arasında Strategy, BlackRock, Coinbase, Galaxy, Fidelity Digital Assets, Anchorage Digital, ARK Invest, Block ve Blockstream yer alıyor. Böylece yatırım şirketleri, saklama hizmeti sağlayıcıları, kripto borsası işletmeleri, ödeme firmaları ve altyapı şirketleri ortak bir çatı altında buluşmuş oldu.

Girişimin günlük koordinasyonunu ise Brink İcra Direktörü Mike Schmidt gönüllü olarak üstlenecek. Ancak konsorsiyum, Bitcoin ağının yönetiminde söz sahibi olmayacağını ve yalnızca güvenlik alanındaki çalışmaları destekleyeceğini özellikle vurguluyor.

Geliştiricilere 15 Milyon Dolarlık Destek Sağlanacak Strategy tarafından paylaşılan bilgilere göre kurucu üyeler, önümüzdeki üç yıl boyunca Bitcoin geliştiricileri ve güvenlik araştırmacıları için toplam 15 milyon dolar kaynak ayırmayı taahhüt etti.

Her şirket, ayırdığı bütçeyi kendi belirleyeceği bağımsız kuruluşlara yönlendirecek. Böylece merkezi bir fon yapısı yerine farklı projelerin desteklenmesi hedefleniyor. Bu modelin, blok zinciri teknolojisinin güvenliğini artıracak yeni araştırmaların önünü açması bekleniyor.

Kuantum Sonrası Kriptografi Neden Öncelik Kazandı? Konsorsiyumun ilk çalışma alanı kuantum sonrası kriptografi olarak belirlendi. Uzmanlar, mevcut şifreleme yöntemlerini aşabilecek kuantum bilgisayarların kullanımının henüz yıllar uzakta olduğunu belirtse de, olası risklere karşı bugünden hazırlık yapılmasının kritik önem taşıdığı görüşünde birleşiyor.

Strategy CEO’su Phong Le de şirketin uzun vadeli bir Bitcoin yatırımcısı olduğunu belirterek, ağın gelecek nesiller boyunca güvenli kalmasına katkı sunmayı amaçladıklarını ifade etti. Güvenlik araştırmalarına kaynak ayırmanın, ekosisteme yapılabilecek en değerli katkılardan biri olduğunu söyledi.

Bitcoin Protokolü Değişmeyecek, Hazırlıklar Hızlanacak Bitcoin Security Consortium, Bitcoin protokolünü değiştirmeyecek ve teknik karar alma süreçlerine müdahale etmeyecek. Ağın geliştirilmesine ilişkin tüm kararlar, bugüne kadar olduğu gibi açık kaynak geliştirici topluluğu tarafından alınmaya devam edecek.

Öte yandan kuantum güvenliğine yönelik çalışmalar yalnızca bu girişimle sınırlı değil. Galaxy kısa süre önce Bitcoin Quantum Readiness Initiative programını tanıtarak kuantum sonrası güvenlik araçları geliştiren projelere 5 milyon dolara kadar hibe vereceğini açıkladı. ABD Başkanı Donald Trump da federal sistemlerin 2031 sonuna kadar kuantum sonrası kriptografi altyapısına geçişini hedefleyen iki başkanlık kararnamesini imzaladı.

Bunun yanında Project Eleven, belirli senaryolarda yaklaşık 6,9 milyon Bitcoin’in gelecekte kuantum bilgisayarların oluşturabileceği risklerden etkilenebileceği uyarısında bulundu. Şirket, “Q-Day” olarak adlandırılan dönemin en erken 2030 yılında başlayabileceğini öngörüyor.

Bitcoin ekosisteminde güvenlik yatırımlarının artması, uzun vadede hem dijital varlık sektörünün hem de yatırımcı güveninin güçlenmesine katkı sağlayabilir.

Bu içerik kesinlikle yatırım tavsiyesi niteliği taşımamaktadır. Piyasalar yüksek risk içermektedir ve yatırım kararlarınızı almadan önce kendi araştırmanızı yapmanız önemlidir.

Son Dakika kripto para haberleri için hemen tıkla.

Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.

The Euro remains supported by expectations of further ECB tightening, but EUR/USD is still struggling to escape the lower end of its July range. EUR/USD traded close to 1.1371 at the end of the latest session, leaving the pair near July’s low after a subdued week for the single currency.

The Euro has fallen in six of the past eight completed sessions and is down around 0.4% for July, having retreated from a monthly high near 1.1481 to within one cent of June’s 1.1325 low.

Both ING and Nordea expect the European Central Bank to maintain a hawkish bias, with further interest-rate increases still likely.

However, neither the rate outlook nor the latest ECB meeting has generated enough momentum to push EUR/USD out of its narrow trading range.

ING expects the pair to remain supported by higher Eurozone rates, but retains a near-term downside bias towards 1.1380.

Nordea goes further, forecasting three additional 25-basis-point rate increases that would lift the ECB deposit rate from 2.25% to 3.00% by March 2027.

Latest — Exchange Rates:

Euro to Dollar (EUR/USD): 1.137117 (-0.05%)

Pound to Dollar (GBP/USD): 1.332498 (+0.09%)

Dollar to Yen (USD/JPY): 163.85169 (0.00%)

ING Sees September Hike Remaining in Play ING had expected the ECB to leave rates unchanged while preserving the hawkish market pricing already embedded in Eurozone interest rates.

Its baseline was for a hawkish hold, with policymakers attempting to prevent inflation expectations from becoming unanchored as European gas and global energy prices remain elevated.

“The aim today could be – once again – to preserve market pricing to limit the risk of inflation expectations de-anchoring,” says ING FX strategist Francesco Pesole.

ING argued that achieving this might require a clear indication that a September rate increase remained possible, either through the press conference or subsequent guidance.

The bank noted that the market had already priced approximately 45 basis points of tightening by the end of 2026, setting a relatively high hurdle for the ECB to deliver an additional Euro-positive surprise.

“The hawkish bar set by the market via pricing isn’t low,” says Pesole.

ING nevertheless expected a firm ECB stance to limit the downside for short-dated Eurozone rates and, by extension, the Euro.

The difficulty is that supportive rate differentials have not translated into a decisive EUR/USD advance.

“A central bank meeting would normally be a prime catalyst for EUR/USD to break out of its tight trading range, but we do not expect that to happen,” ING says.

The bank retained a near-term downside bias, arguing that currency markets remained too relaxed about the potential consequences of further escalation in the Gulf.

“Unless the newsflow becomes more constructive, we look for EUR/USD to slip towards 1.1380 in the coming days.”

That target has already been reached, with the pair ending the latest session near 1.1371.

Nordea Forecasts Three More ECB Rate Increases Nordea believes the ECB remains in a genuine tightening cycle rather than delivering one or two isolated increases.

The bank forecasts 25-basis-point hikes in September, December and March 2027, which would raise the deposit rate to 3.00%.

“The ECB did not touch rates today, but the message was in line with more rate hikes to come,” Nordea says.

“Our updated forecast still sees three more rate increases, but at a quarterly pace as opposed to a faster speed before.”

Nordea says the ECB’s latest communication left the door “wide open” to a September increase.

It highlights the central bank’s assessment that energy prices remained close to the assumptions used in its June forecast, which showed core inflation staying above 2% throughout the projection period even with two further rate increases already included.

The bank’s conviction does not depend on another major escalation in the Middle East or a renewed surge in oil.

Instead, Nordea expects broader price pressures and a relatively resilient Eurozone economy to keep the ECB tightening for longer.

“We think that we are amidst a hiking cycle rather than one or two isolated rate moves, and continue to expect the ECB to raise rates three more times.”

The bank has slowed the expected pace of tightening because oil prices have fallen from their earlier highs and the growth outlook has become less certain.

A rapid improvement in the geopolitical backdrop could reduce the need for further action, while a prolonged conflict and renewed energy-price increase could produce faster or additional rate increases.

Image: Nordea chart showing 25-basis-point ECB hikes in September, December and March 2027, taking the deposit rate to 3.00% - Courtesy of Nordea. Energy Inflation May Take Time to Spread Nordea argues that markets and policymakers may still be underestimating the delayed second-round effects of higher energy costs.

Its research notes that during the previous inflation cycle it took several months for rising energy prices to feed into food, goods and services inflation.

It also took considerably longer for forward inflation expectations to peak than for spot inflation itself.

“We still see risks biased towards more second-round impact on inflation than what markets and the ECB expect,” Nordea says.

This possibility supports the case for further tightening even if the immediate increase in oil and gas prices begins to reverse.

The bank also points to inflation expectations that remain above the ECB’s target across several measures.

Its report shows five-year market inflation expectations around 2.26%, while household and large-company measures remain closer to 2.9%.

Nordea expects Eurozone growth of approximately 1% in 2026, although it acknowledges that the risks are tilted to the downside.

The bank nevertheless says the economy has remained more resilient than weak purchasing managers’ surveys would suggest.

Manufacturing output and retail sales increased in the available April and May data, while second-quarter growth may have been around 0.3%.

Nordea expects household consumption to remain the primary source of positive growth, supplemented by investment in technology and defence.

EUR/USD Technical Outlook Despite the increasingly hawkish ECB outlook, the EUR/USD chart shows little evidence of sustained buying momentum.

The pair is trading close to 1.1371, below its 20-period moving average near 1.1372 and beneath session VWAP around 1.1381.

It also remains below the 200-period moving average near 1.1392, leaving the immediate intraday structure tilted to the downside.

EUR/USD attempted to recover towards 1.1390 during the latest session but failed to sustain the move.

The retreat confirms a band of resistance between approximately 1.1380 and 1.1392, with the 1.1400 level providing the next major barrier.

RSI stands around 44, having recovered from levels close to 30.

This indicates that selling pressure has eased and the pair is no longer oversold, but momentum remains below the neutral 50 threshold.

The technical picture is therefore consistent with consolidation near the lows rather than the start of a convincing Euro recovery.

Initial support is located around 1.1368, followed by July’s low near 1.1362.

A sustained break below that area would expose the June low around 1.1325.

On the upside, EUR/USD must first recover above 1.1375 and 1.1381.

A move through the 1.1390-1.1400 region would provide the first meaningful evidence that the Euro is developing greater breakout power.

Image: EUR/USD 15-minute chart showing support at 1.1362, resistance at 1.1380 and the 1.1390-1.1400 breakout zone Why ECB Hikes Have Not Lifted the Euro The lack of a stronger EUR/USD response reflects the fact that much of the hawkish ECB outlook is already priced into the market.

Nordea notes that almost a full rate increase is priced by September, another is largely priced by December and part of a further hike is reflected in March 2027 contracts.

This leaves limited room for interest-rate expectations to move further in the Euro’s favour without a fresh inflation shock or more forceful ECB guidance.

The US Dollar also retains support from higher US rates, geopolitical uncertainty and the risk that elevated energy prices eventually damage global risk appetite.

ING says the current low-volatility environment may be underestimating how quickly Dollar demand could return if financial markets lose their tolerance for higher oil and gas prices.

The Euro is therefore receiving support from ECB tightening expectations, but not enough to overcome simultaneous demand for the Dollar.

Euro Forecast 2026: Latest Bank Projections ING and Nordea both see a hawkish ECB, but the implications for EUR/USD remain restrained.

Nordea expects three further rate increases and a 3.00% deposit rate by March 2027, while ING believes policymakers will keep a September hike in play and defend current market pricing.

These forecasts should limit the risk of an immediate collapse in the Euro.

However, the rate outlook is already heavily reflected in market prices, while geopolitical and energy risks continue to favour the Dollar.

EUR/USD therefore remains vulnerable while below 1.1390-1.1400.

A break beneath 1.1362 would expose the June low near 1.1325, while only a sustained recovery above 1.1400 would suggest that hawkish ECB expectations are finally generating a meaningful upside breakout.

Navitas Semiconductor (NVTS -9.23%) is chasing one of AI's least obvious opportunities: power delivery. As data centers get hotter, denser, and more expensive to run, Navitas' GaN and SiC technology could become more important if the company turns design wins into real adoption.

Stock prices used were the market prices of July 10, 2026. The video was published on July 20, 2026.

Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Wall Street can usually agree on a stock to within a few percentage points. On memory maker Sandisk (SNDK -10.79%), it can't come within $1,430 -- at least that is the case for two analysts.

This week, Susquehanna trimmed its price target on the stock to $3,050 from a prior $3,250 and kept its positive rating. Wells Fargo went the other way, raising its target to $1,620 from $1,250 -- and still declined to recommend buying the shares.

With the stock around $1,600 as of this writing, one firm is saying Sandisk could nearly double within a year. The other is saying today's price is already just about right. They can't both be right, and the gap between them maps the entire debate over arguably the hottest stock of the past year.

That heat is worth restating. Sandisk's 52-week range runs from $40.10 to $2,354.39. At its peak, the stock had traded as much as 58 times higher than its low. Nothing about a move like that is normal, and neither is the disagreement it left behind.

Image source: The Motley Fool.

What the $3,050 side believes Susquehanna's case rests on the idea that this memory cycle is different. NAND flash memory (the storage chips Sandisk makes for phones, PCs, and data centers) has historically been a brutal boom-and-bust business.

The bulls argue that the AI (artificial intelligence) build-out has changed the demand side of that equation. AI inferencing workloads are consuming more storage, suppliers have stayed disciplined about adding capacity, and on this view, supply stays tight through 2027 while today's extraordinary pricing holds.

Sandisk's recent results give the bulls plenty to work with. Fiscal third-quarter revenue rose 251% year over year to $5.95 billion, with non-GAAP (adjusted) gross margin reaching 78.4% -- figures almost unheard of in the memory industry. The company has also signed five multi-year supply agreements, the first three of which alone carry about $42 billion in minimum contractual revenue, a structure designed to smooth exactly the kind of bust the bears fear. And management guided for $30 to $33 in fiscal fourth-quarter adjusted earnings per share, on revenue of $7.75 billion to $8.25 billion.

Annualize the midpoint of that guidance, and you get about $126 in earnings per share. Against earnings power like that, $3,050 works out to about 24 times earnings. That's a premium, but not a fantasy, if the pricing holds.

Today's Change

(

-10.79

%) $

-173.77

Current Price

$

1,436.56

What the $1,620 side believes Wells Fargo's target sits nearly on top of the current share price, which makes its message simple: all of this is priced in.

Notably, the firm has been raising its target repeatedly as the stock ran. This week's move to $1,620 came from $1,250, and it still hasn't called the shares a buy.

That pattern captures the cautious side's core belief. The earnings are here today, but NAND prices that tripled on tight supply can retreat once new capacity arrives or buyers pause. And Sandisk's cost structure means falling prices could hit earnings with the same force rising prices lifted them.

The market itself leans closer to Wells Fargo than to Susquehanna. Sandisk trades at a forward price-to-earnings ratio of about 9.

A single-digit forward multiple on a growth stock still compounding at triple-digit rates is the market saying it doesn't fully trust the earnings to last. If investors believed the $30-plus quarterly pace of adjusted earnings were durable, the stock wouldn't be priced like this.

So which side has it right?

Sandisk's fiscal fourth-quarter report, expected in early August, will show if the guided step-up materializes and if the contract-backed pricing is holding. The quarters after that will test how $42 billion of minimum commitments holds up against the handshake demand of past cycles.

I think patience is key. I'd rather see the August numbers first. If the contract-backed model delivers again, there should be plenty of runway left to buy.

Of course, the wide gap itself is telling investors something, too. This is a high-risk stock with a wide range of possible outcomes.

Seagate Technology (NASDAQ:STX | STX Price Prediction) is one of the sole-source picks-and-shovels suppliers to hyperscalers that has already contracted nearline capacity almost fully through calendar year 2027. Here are 3 reasons why Seagate could be worth a closer look ahead of the company’s Q4 earnings on July 28.

3 Numbers That Make Seagate Impossible to Ignore Growth is accelerating, not decaying. Fiscal Q3 revenue landed at $3.11 billion, up 44.07% year over year, beating consensus by 5.22%. Non-GAAP EPS of $4.10 cleared the $3.506 estimate by 16.94%. Management then guided Q4 to $3.45 billion in revenue and $5.00 in EPS at the midpoint, and CEO Dave Mosley raised the multi-year revenue growth target from low- to mid-teens to a minimum of 20% over the next few years.

The cash flow is investment-grade. Free cash flow hit $953 million, up 341.2% year over year, on a 31% free cash flow margin. Seagate retired $641 million of debt in the quarter, pushed net leverage to 0.7x, earned an investment-grade upgrade from Fitch, and raised the quarterly dividend to $0.74 per share.

The catalyst is visible on paper. The top three cloud service providers have nearly doubled their remaining performance obligations to $1.1 trillion. Seagate’s Mozaic 4 HAMR drives ship up to 44 terabytes per drive, over 30% more capacity than first-generation Mozaic. Polymarket traders assign a 93.5% probability that Q4 hard drive exabyte shipments will exceed 190.

The Bottom Line: Seagate’s AI Demand Is Locked In Through 2027 The biggest risk today is that data-center storage demand eventually slows. However, Seagate has already booked nearly all of its available nearline capacity through 2027, while profitability has improved for 12 consecutive quarters.

Wall Street remains bullish, with 21 buy ratings, three holds, and only one sell. Analysts’ average price target of $1,008.61 also implies 18.4% upside from the current price of $851.69. Investors can collect Seagate’s rising dividend while its contracted hyperscaler demand supports continued revenue and earnings growth.

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

Contact [email protected] for any questions or corrections.

Bank of New York Mellon Corp decreased its holdings in Waste Connections, Inc. (NYSE:WCN – Free Report) by 5.2% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 304,129 shares of the business services provider’s stock after selling 16,528 shares during the quarter. Bank of New York Mellon Corp owned about 0.12% of Waste Connections worth $49,403,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Norges Bank purchased a new stake in shares of Waste Connections in the fourth quarter valued at approximately $697,519,000. Capital International Investors increased its holdings in Waste Connections by 28.2% in the 4th quarter. Capital International Investors now owns 6,468,259 shares of the business services provider’s stock valued at $1,134,781,000 after purchasing an additional 1,420,921 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of Waste Connections by 37.1% in the fourth quarter. JPMorgan Chase & Co. now owns 4,763,742 shares of the business services provider’s stock valued at $835,370,000 after buying an additional 1,289,042 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of Waste Connections by 39.6% in the 3rd quarter. Wellington Management Group LLP now owns 4,455,162 shares of the business services provider’s stock valued at $783,218,000 after buying an additional 1,264,150 shares during the period. Finally, Goldman Sachs Group Inc. lifted its stake in Waste Connections by 58.1% during the 4th quarter. Goldman Sachs Group Inc. now owns 2,900,321 shares of the business services provider’s stock worth $508,600,000 after acquiring an additional 1,065,653 shares in the last quarter. Institutional investors and hedge funds own 86.09% of the company’s stock.

Waste Connections Stock Performance WCN opened at $169.52 on Friday. Waste Connections, Inc. has a 1-year low of $146.89 and a 1-year high of $191.91. The stock has a market cap of $42.78 billion, a P/E ratio of 40.85, a P/E/G ratio of 2.94 and a beta of 0.49. The stock’s 50 day simple moving average is $161.36 and its 200 day simple moving average is $163.28. The company has a debt-to-equity ratio of 1.17, a current ratio of 0.66 and a quick ratio of 0.69.

Waste Connections (NYSE:WCN – Get Free Report) last released its quarterly earnings data on Wednesday, July 22nd. The business services provider reported $1.50 EPS for the quarter, topping the consensus estimate of $1.35 by $0.15. Waste Connections had a net margin of 10.86% and a return on equity of 17.31%. The business had revenue of $2.56 billion for the quarter, compared to analyst estimates of $2.51 billion. During the same period in the previous year, the firm earned $1.29 EPS. The business’s revenue for the quarter was up 6.4% compared to the same quarter last year. As a group, equities analysts anticipate that Waste Connections, Inc. will post 5.5 EPS for the current fiscal year.

Waste Connections Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Thursday, August 6th will be paid a dividend of $0.35 per share. The ex-dividend date of this dividend is Thursday, August 6th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 0.8%. Waste Connections’s dividend payout ratio (DPR) is presently 33.73%.

Wall Street Analyst Weigh In WCN has been the topic of several research reports. Citigroup increased their price target on shares of Waste Connections from $180.00 to $182.00 and gave the stock a “neutral” rating in a research report on Thursday, July 9th. JPMorgan Chase & Co. cut their target price on shares of Waste Connections from $210.00 to $195.00 and set an “overweight” rating on the stock in a research note on Monday, July 13th. BMO Capital Markets reiterated an “outperform” rating and set a $208.00 target price (up from $206.00) on shares of Waste Connections in a report on Friday, April 24th. Canadian Imperial Bank of Commerce reissued an “outperform” rating and issued a $199.00 price target on shares of Waste Connections in a research report on Friday. Finally, TD Cowen reaffirmed a “buy” rating and set a $210.00 price objective (up from $200.00) on shares of Waste Connections in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $202.05.

View Our Latest Report on WCN

Insider Buying and Selling at Waste Connections In other Waste Connections news, VP Patrick James Shea sold 7,500 shares of the company’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $156.26, for a total value of $1,171,950.00. Following the transaction, the vice president directly owned 19,737 shares in the company, valued at approximately $3,084,103.62. This represents a 27.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Eric Hansen sold 6,000 shares of the firm’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $164.82, for a total transaction of $988,920.00. Following the sale, the senior vice president directly owned 13,350 shares in the company, valued at $2,200,347. This represents a 31.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 17,605 shares of company stock valued at $2,822,923. 0.27% of the stock is owned by company insiders.

About Waste Connections (Free Report)

Waste Connections (NYSE: WCN) is a North American integrated waste services company that provides a range of solid waste and environmental services to municipal, commercial, industrial and residential customers. The company offers collection, transportation, transfer, disposal and recycling services, and operates an extensive network of transfer stations and disposal facilities. Waste Connections positions itself as a provider of infrastructure-driven waste solutions across many regions of the United States and Canada.

The company’s operating activities include routine curbside and commercial collection, roll-off and container services, operation of landfills and transfer stations, and recycling and resource recovery programs.

Recommended Stories Five stocks we like better than Waste Connections AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

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