Track market-moving stories before they get noisy

On Holding (ONON - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Over the past month, shares of this running-shoe and apparel company have returned -12.9%, compared to the Zacks S&P 500 composite's -1.3% change. During this period, the Zacks Retail - Apparel and Shoes industry, which On Holding falls in, has gained 0.4%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, On Holding is expected to post earnings of $0.43 per share, indicating a change of +490.9% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

The consensus earnings estimate of $1.75 for the current fiscal year indicates a year-over-year change of +80.4%. This estimate has remained unchanged over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $2.12 indicates a change of +21.3% from what On Holding is expected to report a year ago. Over the past month, the estimate has changed -0.5%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, On Holding is rated Zacks Rank #2 (Buy).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of On Holding, the consensus sales estimate of $1.13 billion for the current quarter points to a year-over-year change of +24.3%. The $4.53 billion and $5.46 billion estimates for the current and next fiscal years indicate changes of +24.5% and +20.5%, respectively.

Last Reported Results and Surprise HistoryOn Holding reported revenues of $1.06 billion in the last reported quarter, representing a year-over-year change of +31.4%. EPS of $0.47 for the same period compares with $0.23 a year ago.

Compared to the Zacks Consensus Estimate of $1.05 billion, the reported revenues represent a surprise of +0.86%. The EPS surprise was +34.29%.

Over the last four quarters, On Holding surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

On Holding is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about On Holding. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.

SpaceX (SPCX +0.15%), the aerospace and AI company founded by Elon Musk, recently became the biggest IPO in history with a $1.77 trillion valuation. As of this writing, its market cap has swelled to $2.18 trillion -- making it the world's seventh-most-valuable company.

However, SpaceX's market debut also sucked the oxygen out of the space sector. Many space stocks, which had risen in anticipation of SpaceX's IPO, quickly gave up their gains.

Image source: Getty Images.

One of those stocks was Intuitive Machines (LUNR 6.78%), which has dropped nearly 20% since SpaceX's IPO. Should investors chase SpaceX's volatile stock right now, or should they consider Intuitive Machines' pullback to be a better buying opportunity?

The differences between SpaceX and Intuitive Machines SpaceX generates most of its revenue from Starlink, its satellite internet service. A smaller percentage of its revenue comes from its space division, which produces its Falcon rockets, and its new AI division, which houses xAI, X, and the coding start-up Cursor.

Starlink is profitable on its own, but the losses from its space and AI divisions are wiping out its profits. It plans to ramp up its investments in those unprofitable businesses, so its bottom line will likely stay in the red for the foreseeable future.

Today's Change

(

0.15

%) $

0.24

Current Price

$

156.35

Intuitive Machines mainly develops lunar landing and exploration vehicles for NASA. It's sent two Nova-C landers to the moon for NASA so far: IM-1 (Odysseus) in 2024 and IM-2 (Athena) in 2025. It plans to launch its third lander, IM-3, by the end of this year.

Intuitive's first two lunar missions weren't perfect (both landers eventually tipped over), but it still won additional lunar logistics and near-space network services (NSNS) contracts from NASA. It also acquired Lanteris Space Systems, a developer of satellite and space defense systems, earlier this year. It isn't profitable yet, but it could gradually expand and evolve into a more diversified space services provider.

Today's Change

(

-6.78

%) $

-1.42

Current Price

$

19.53

Which company is growing faster? In 2025, SpaceX's revenue rose 33% to $18.67 billion. But after recasting its results to account for its all-stock takeover of xAi this year, it posted a net loss of $4.94 billion. At its current market cap of $2.18 trillion, it trades at a staggering 117 times last year's sales.

But from 2025 to 2028, analysts expect SpaceX's revenue to grow at a 73.5% CAGR to $97.51 billion. They also expect it to turn profitable in 2027 and more than double its net income in 2028. That acceleration could be driven by Starlink's expansion, SpaceX's first commercial Starship launches, and the launches of its first orbital data centers.

Intuitive's revenue declined 8% to $210 million in 2025, but that was only after its revenue surged 187% in 2024. It also narrowed its net loss from $284 million in 2024 to $84 million in 2025, as it expanded its higher-margin services division and tightened spending. With a market cap of $3.7 billion, it trades at 17 times its 2025 sales.

From 2025 to 2028, analysts expect Intuitive's revenue to grow at an 87.8% CAGR to $1.39 billion. They also expect it to turn profitable by the final year. That growth spurt should be driven by its upcoming IM missions, the gradual monetization of its NSNS contract (worth up to $4.82 billion), and new NASA contracts for the upcoming Artemis III and IV crewed missions.

Which stock is the better buy? SpaceX's revenue growth is incredible for a company of its size, but it's heavily dependent on Starlink subsidizing its unprofitable space and AI divisions. Its bubbly price-to-sales ratio also arguably makes it a meme stock -- so it could plummet once its lockup periods start to expire.

Intuitive Machines is much smaller than SpaceX, but its business model is simpler, its stock is more reasonably valued, and it doesn't face any looming lockup expirations. So for now, I'd buy Intuitive Machines instead of SpaceX as my long-term play on the nascent space market.

NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Tennant Company (NYSE:TNC) for potential violations of the federal securities laws.

If you invested in Tennant, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.

Key Details of the Tennant ($TNC) Class Action Investigation:

Investigation Overview: Securities fraud related to Tennant’s implementation and rollout of its new, company-wide enterprise resource planning (“ERP”) systemStock Decline: February 24, 2026 – 23.4% Stock DropAction: Contact BFA Law to discuss your rights Why is Tennant Being Investigated for Securities Fraud?

Tennant manufactures industrial cleaning equipment, including large mechanical floor scrubbers and sweepers used in warehouses, retail stores, and other commercial facilities.

BFA is investigating whether Tennant made false and misleading statements to investors regarding the implementation and rollout of a large-scale ERP system. For instance, Tennant assured investors the project was “progressing as we’ve anticipated,” was “on time and on budget,” and that the launch of the ERP in its Asia-Pacific region had been “successful,” with Tennant stating it had “mitigated disruptions and stabilized operations.”

Why did Tennant’s Stock Drop?

On February 24, 2026, Tennant revealed that the rollout of its new ERP system in North America caused severe operational disruptions, including that it was unable to process and ship customer orders following the launch of the system. As a result, Tennant lost roughly $30 million in sales and would need to spend more than $20 million in 2026 to remediate the issues, compared to roughly $5 million the company had planned to spend.

This news caused the price of Tennant stock to drop $19.28 per share, more than 23%, from a closing price of $82.30 per share on February 23, 2026, to $63.02 per share on February 24, 2026.

Click here for more information: https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit.

What Can You Do?

If you invested in Tennant, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit

Or contact:
Adam McCall
[email protected]
212.789.3619

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.

Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.” 

Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/tennant-company-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

Steven J. Bilodeau, a member of the Board of Directors of Cohu (COHU 1.48%), reported the sale of 10,257 shares in an open-market transaction on May 20, 2026, according to an SEC Form 4 filing.

Transaction summaryMetricValueShares sold (direct)10,257Transaction value$460,000Post-transaction shares (direct)52,272Post-transaction value (direct ownership)$2.35 millionTransaction value based on SEC Form 4 reported price ($44.85); post-transaction value based on May 20, 2026 market close ($44.98).

Key questionsHow does this transaction compare to Bilodeau's historical selling pattern?
Over the past four open-market sales, the average trade size was ~7,900 shares; this transaction at 10,257 shares is above that mean but reflects a higher percentage of remaining holdings, consistent with a shrinking base of available shares.What is the impact on Bilodeau’s total direct ownership and capacity for further sales?
Bilodeau’s direct stake decreased by 16.40% following the transaction, leaving him with 52,272 shares, or approximately $2.35 million in market value as of May 20, 2026, and no indirect or derivative holdings reported.Did the sale coincide with material changes in Cohu’s stock price or market environment?
The sale was executed at $44.85 per share, with Cohu closing at $44.98 that day and up 153.3% year-over-year as of the transaction date, indicating strong price performance but no sharp intra-day movement linked to this trade.Company overviewMetricValuePrice (as of market close 2026-05-20)$44.98Market capitalization$2.20 billionRevenue (TTM)$481.28 million1-year price change153.3%* 1-year price change calculated using May 20th, 2026 as the reference date.

Company snapshotCohu offers semiconductor test and inspection handlers, MEMS test modules, thermal sub-systems, interface products, and data analytics software for semiconductor and electronics manufacturers.It generates revenue primarily through the sale of automated test equipment, interface products, spares, and related services, including software and consulting.The company serves integrated device manufacturers, outsourced semiconductor assembly and test companies, and electronics manufacturers globally, with a significant presence in Asia and North America.Cohu is a leading provider of semiconductor test equipment and related services, operating at scale with nearly 3,000 employees and a global customer base.

The company leverages a diversified product portfolio to address the evolving needs of semiconductor and electronics manufacturers, focusing on automation, test efficiency, and data-driven performance optimization.

What this transaction means for investorsThe May 20 sale of Cohu stock by Director Steven Bilodeau came at a time when shares were rising after a solid first-quarter earnings report. The stock would eventually climb to a multi-year high of $70.92 on June 22.

Bilodeau was likely capitalizing on the share price growth to capture some gains. He retained over 50,000 shares after this disposition, maintaining a sizable equity stake in the company. Some of those shares were not vested at the time of his transaction, meaning he could not sell them immediately.

Cohu stock is up thanks to its position as a provider of test and inspection solutions for the semiconductor industry. With the advent of artificial intelligence, the company’s offerings are in high demand.

This is illustrated in Cohu’s revenue of $125.1 million in its fiscal first quarter ended March 28, up from the prior year’s $96.8 million. The company expects sales to accelerate in its fiscal second quarter to around $144 million.

Robert Izquierdo 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.

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.

Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at their current share price levels.

Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today.

One company value investors might notice is Signet Jewelers (SIG - Free Report) . SIG is currently holding a Zacks Rank #2 (Buy) and a Value grade of A.

SIG is also sporting a PEG ratio of 1.04. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. SIG's PEG compares to its industry's average PEG of 1.05. Over the past 52 weeks, SIG's PEG has been as high as 3.86 and as low as 0.39, with a median of 0.94.

Investors should also recognize that SIG has a P/B ratio of 2.27. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. SIG's current P/B looks attractive when compared to its industry's average P/B of 3.37. Over the past year, SIG's P/B has been as high as 2.52 and as low as 1.04, with a median of 1.87.

Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. This is a popular metric because sales are harder to manipulate on an income statement, so they are often considered a better performance indicator. SIG has a P/S ratio of 0.51. This compares to its industry's average P/S of 0.88.

These are just a handful of the figures considered in Signet Jewelers's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that SIG is an impressive value stock right now.

Sitka reports results for six additional diamond drill holes; continues to intercept significant intervals of high-grade gold mineralization in step out drilling at the Blackjack deposit

Drillhole DDRCCC-26-125 returned 94.5 m of 1.62 g/t Au including 2.0 m of 11.85 g/t Au, and a separate interval of 197.0 m of 1.06 g/t Au including 2.0 m of 9.95 g/t Au

Drillhole DDRCCC-26-123 returned 214.5 m of 0.97 g/t Au, including 106.9 m of 1.36 g/t Au and 2.0 m of 15.45 g/t Au

Drillhole DDRCCC-26-126 returned 153.1 m of 1.33 g/t Au, including 110.0 m of 1.63 g/t Au including 2.0 m of 12.35 g/t Au

Over 18,000 m of expansion drilling completed at the Blackjack deposit across 40 holes since the last MRE for Blackjack was published in January 2025; effectively doubling the meterage completed since the last resource estimate was calculated

Six drill rigs are currently turning on the Project at Blackjack, Rhosgobel and Saddle

Approximately 17,600 m of diamond drilling have been completed to date this year in 30 drill holes across the Blackjack and Rhosgobel deposits as part of the ongoing 60,000 m drill program planned for 2026

Vancouver, British Columbia--(Newsfile Corp. - June 23, 2026) - Sitka Gold Corp. (TSXV: SIG) (FSE: 1RF) (OTCQX: SITKF) ("Sitka" or the "Company") is pleased to announce assay results from six drill holes completed during its 2026 exploration campaign and to provide an update on the 60,000 metre diamond drilling program currently underway at its 100% owned, road accessible RC Gold Project ("RC Gold" or the "Project") in Canada's Yukon Territory. Analytical results for drill holes DDRCCC-26-122 through DDRCCC-26-127 have been received and compiled and are reported herein. These results continue to expand and infill the mineralized zone at Blackjack (see Figures 1 to 3). Highlights of the reported drill holes include DDRCCC-26-123 which returned 214.5 m of 0.97 g/t Au, including 106.9 m of 1.36 g/t Au and 2.0 m of 15.45 g/t Au, DDRCCC-26-125 which returned 94.5 m of 1.62 g/t Au including 2.0 m of 11.85 g/t Au, and a separate interval of 197.0 m of 1.06 g/t Au including 2.0 m of 9.95 g/t Au, and DDRCCC-26-126 which returned 153.1 m of 1.33 g/t Au, including 110.0 m of 1.63 g/t Au and 2.0 m of 12.35 g/t Au.

Currently, six drills are turning across the project with the goal of expanding on known gold mineralization and defining new mineralization. So far this year a total of approximately 17,600 metres have been completed in 30 drill holes at the Blackjack and Rhosgobel deposits as part of the fully-funded 60,000 metres drill program planned for 2026. Assays are pending for all remaining holes.

"These results continue to demonstrate the impressive scale, continuity and high-grade nature of the Blackjack gold deposit and further strengthen our confidence in the overall growth potential of the RC Gold Project," said Cor Coe, Director and CEO of Sitka Gold Corp. "The first holes completed this year at Blackjack have returned several broad, high-grade gold intercepts that highlight the robust nature of the mineralization and continue to expand the known limits of this wide-open deposit. Furthermore, we have now completed more than 18,000 metres of additional drilling at Blackjack since the most recent resource estimate was published in early 2025. For perspective, the current resource estimate of 1.29 million ounces of indicated gold grading 1.01 g/t gold and 1.04 million ounces of inferred gold grading 0.94 g/t gold* was based on 18,800 metres of drilling, meaning we have now effectively doubled the amount of drilling completed since that estimate was calculated. With six drills currently operating and only a portion of our fully funded 60,000 metre drill program completed, we expect a steady flow of results from Blackjack, Rhosgobel and several additional targets as we continue advancing one of Yukon's largest and fastest-growing gold systems."

*see Table A in the About the RC Gold Project section below

Figure 1: Plan map of drilling completed at the Blackjack deposit, highlighting results from drill holes reported in this news release. Over 18,000 metres of drilling across 40 drill holes has been completed in expansion drilling at Blackjack since the last MRE was published in January 2025.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6144/302502_1a5c3325e4a44aca_002full.jpg

Figure 2: Cross section of DDRCCC-26-123 and DDRCCC-26-126 showing broad high-grade gold intervals intercepted in the latest drilling at Blackjack.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6144/302502_1a5c3325e4a44aca_003full.jpg

Figure 3: Cross section of DDRCCC-26-125 showing broad high-grade gold intervals intercepted in the latest drilling at Blackjack.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6144/302502_1a5c3325e4a44aca_004full.jpg

Figure 4: Examples of visible gold observed in DDRCCC-26-122 (564.83m), DDRCCC-26-123 (243.75m), DDRCCC-26-125 (557.13m), and DDRCCC-26-126 (266.53m). Observations of visible gold are common in the drill core across the Clear Creek Intrusive Complex.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6144/302502_1a5c3325e4a44aca_005full.jpg

The 2026 drill program continues to successfully intersect broad zones of Reduced Intrusion-Related Gold mineralization at the Blackjack and Rhosgobel deposits and continues to expand and define the known gold mineralization at each area. Visible gold* has been observed associated with the RIRGS mineralization in all but one drill hole at both targets. The program will continue to define and expand these broad zones of mineralization as well as target new zones of previously defined mineralization such as the Pukelman/Contact zones, Saddle zone and Bear Paw Breccia zone.

* While visible gold observations are very encouraging and confirm the presence of gold mineralization, they are not intended to imply potential gold grades. Gold assays will be published after they are received from the lab for mineralized intervals in which visible gold particles were noted.

Figure 5: Longitudinal section showing locations of several of the intrusion targets and the current gold resources within the Clear Creek Intrusive Complex. A 60,000 metres diamond drilling program planned for 2026 will focus on further expansion of the 2 km long Blackjack-Eiger area with 15,000 metres of drilling. An additional 30,000 metres of drilling is planned at Rhosgobel to follow up on the initial diamond drilling conducted by Sitka in 2025. 10,000 metres of drilling has been allocated for the Pukelman-Contact zone and 5,000 metres of drilling will follow up on initial drilling results from Bear Paw and test other high-priority targets.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6144/302502_1a5c3325e4a44aca_009full.jpg

Figure 6*: A plan map of the Clear Creek Intrusive Complex (CCIC) showing the updated resource areas at Blackjack and Eiger, and the six additional areas that have drill targets indicated by the mauve hatched areas. The map highlights the numerous drill targets that Sitka has outlined within the CCIC which all are connected by the road network on the project and occur in an area measuring five (5) km north-south and twelve (12) km east-west. Additional areas highlighted by strong gold in soil anomalies are being advanced to the drill ready stage with additional geological work planned in 2026.

To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/6144/302502_1a5c3325e4a44aca_010full.jpg

* References for Figure 6 drilling intervals:

Rhosgobel Intervals: Sitka Gold News Release dated November 25, 2024
Pukelman Intervals: Sitka Gold News Release dated January 7, 2025
Contact Intervals: O'Brien, 2010; Assessment Report, 2010 Diamond Drilling Program, Clear Creek Property (Assessment report 095539)
Shutty, 2011; Assessment Report, 2011 Exploration Program, Clear Creek Property (Assessment Report 095984)
Bear Paw Intervals: Shutty, 2011; Assessment Report, 2011 Exploration Program, Clear Creek Property (Assessment Report 095984)

About the RC Gold Project

Sitka's 100% owned, flagship RC Gold Project consists of a 447 square kilometre contiguous district-scale land package located in the heart of Yukon's Tombstone Gold Belt. The project is located approximately 100 kilometres east of Dawson City, which has a 5,000 foot paved runway, and is accessed via a secondary gravel road from the Klondike Highway which is usable year-round and is an approximate 2 hour drive from Dawson City. It is one of the largest consolidated land packages strategically positioned mid-way between the Eagle Gold Mine and the past producing Brewery Creek Gold Mine.

The RC Project hosts an indicated MRE of 1,291,000 ounces of gold and an inferred MRE of 3,829,000 ounces of gold (see Table A below) hosted within three at surface, road-accessible pit constrained deposits. In addition to gold resources, the Rhosgobel deposit also hosts 2,926,000 ounces of silver and 51,345 tonnes of tungsten trioxide (see Table B below). The 60,000 metre drill program planned for 2026 is focused on expanding all three known deposits in addition to testing other high potential targets in close proximity to the current resources.

* Notes for Blackjack Resources:

Mineral resource estimate prepared by Ronald G. Simpson of GeoSim Services Inc. with an effective date of January 21, 2025.

Mineral Resources are estimated consistent with CIM Definition Standards and reported in accordance with NI 43-101.

Mineral resources are not mineral reserves and do not have demonstrated economic viability.

Mineral resources are constrained by an optimized pit shell using the following assumptions: US$2000/oz Au price; a 45° pit slope; assumed metallurgical recovery of 85%; mining costs of US$2.00 per tonne; processing costs of US$10.00 per tonne; G&A of US$4.00/t.

The base case cut-off of 0.3 g/t Au is believed to provide a reasonable margin over operating and sustaining costs for open-pit mining and processing.

Totals may not sum due to rounding.

** Notes for Rhosgobel and Eiger Resources:

Mineral resource estimate prepared by Ronald G. Simpson of GeoSim Services Inc. with an effective date of February 25, 2026

Mineral Resources are estimated consistent with CIM Definition Standards and reported in accordance with NI 43-101.

Mineral resources are not mineral reserves and do not have demonstrated economic viability.

Mineral resources are constrained by an optimized pit shell using the following assumptions: US$3000/oz Au price; a 45° pit slope; assumed metallurgical recovery of 85%; mining costs of US$2.50 per tonne; processing costs of US$14.00 per tonne; G&A of US$4.00/t.

The base case cut-off of 0.3 g/t Au is based on a gold price of US$2500/oz and believed to provide a reasonable margin over operating and sustaining costs for open-pit mining and processing

Totals may not sum due to rounding.

All of these deposits begin at surface and are potentially open pit minable. Initial bottle roll metallurgical testing confirmed the non-refractory characteristics of the gold mineralization and returned gold extraction rates averaging around 85% for the Blackjack and Eiger deposits. Further metallurgical testwork in 2024 for Blackjack and Eiger returned recoveries ranging from 77.6 to 93% for gravity followed by cyanidation. Initial bottle roll testing for Rhosgobel has confirmed non-refractory characteristics of the gold mineralization with two composite samples returning gold recoveries of 89% and 96%. Additional metallurgical testing at Rhosgobel has returned an average gold recovery of 94.3% using conventional whole ore cyanidation leaching and an initial recovery of 84.7% tungsten in rougher concentrate using conventional floatation. Metallurgical testing for potential silver recovery has not yet been completed.

Notes:

Mineral resource estimate prepared by Ronald G. Simpson of GeoSim Services Inc. with an effective date of May 11, 2026.

Mineral Resources are estimated consistent with CIM Definition Standards and reported in accordance with NI 43-101.

Mineral resources are not mineral reserves and do not have demonstrated economic viability.

Mineral resources are constrained by an optimized pit shell using the following assumptions: US$3000/oz Au price; a 45° pit slope; assumed metallurgical recovery of 85%; mining costs of US$2.50 per tonne; processing costs of US$14.00 per tonne; G&A of US$4.00/t.

The base case cut-off of 0.3 g/t Au is based on a gold price of $2500/oz and believed to provide a reasonable margin over operating and sustaining costs for open-pit mining and processing

Totals may not sum due to rounding.

For the purposes of the current resource model, it is assumed that a likely mill flowsheet would consist of a gravimetric, flotation, and cyanidation circuit.

Upcoming Events

Sitka Gold will be attending and/or presenting at the following events*:

TAKESTOCK Investor Series Stampede Special, Calgary, AB: June 30, 2026

Yukon Mining Alliance - Property Tours and Conference, Dawson City, Yukon: July 12-15, 2026

Diggers and Dealers: Kalgoorlie, Western Australia: August 3 - 5, 2026

*All events are subject to change.

About Sitka Gold Corp.

Sitka Gold Corp. is a well-funded mineral exploration company headquartered in Canada. The Company is managed by a team of experienced industry professionals and is focused on exploring for economically viable mineral deposits with its primary emphasis on gold, silver and copper mineral properties of merit. Sitka is currently advancing its 100% owned, 447 square kilometre flagship RC Gold Project located within the Tombstone Gold Belt in the Yukon Territory. The Company has also announced plans to spin-out the Alpha Gold Project in Nevada and the Burro Creek Gold and Silver Project in Arizona into a new discovery-focused exploration company to be named at a later date.

A 60,000-metre diamond drilling program planned for 2026 is currently underway at the Company's flagship RC Gold Project, located in Yukon Canada, where six diamond drill rigs are currently operating.

*For more detailed information on the Company's properties please visit our website at www.sitkagoldcorp.com.

Quality Assurance/Quality Control

On receipt from the drill site, the HTW/NTW-sized drill core was systematically logged for geological attributes, photographed and sampled at Sitka's core logging facility. Sample lengths as small as 0.3 m were used to isolate features of interest, otherwise a default 2 m downhole sample length was used. Each sample is identified by a unique sample tag number which is placed in the bag containing the core to be assayed. Core was cut in half lengthwise along a predetermined line, with one-half (same half, consistently) collected for analysis and one-half stored as a record. Standard reference materials, blanks and duplicate samples were inserted by Sitka personnel at regular intervals into the sample stream. Bagged samples were placed in secure bins to ensure integrity during transport. They were delivered by Sitka personnel or a contract expeditor to ALS Laboratories' preparatory facility in Whitehorse, Yukon, with analyses completed in North Vancouver.

ALS is accredited to ISO 17025:2005 UKAS ref. 4028 for its laboratory analysis. Samples were crushed by ALS to over 70 per cent passing below two millimetres and split using a riffle splitter. One-thousand-gram splits were pulverized to over 85 per cent passing below 75 microns. Gold determinations are by fire assay with an inductively coupled plasma atomic emission spectroscopy (ICP-AES) finish on 50 g subsamples of the prepared pulp (ALS code: Au-ICP-22). Any sample returning over 10 g/t gold was re-analyzed by fire assay with a gravimetric finish on a 50 g subsample (ALS code: Au-GRA21). In addition, a 51-element analysis was performed on a 0.5 g subsample of the prepared pulps by an aqua regia digestion followed by an inductively coupled plasma mass spectroscopy (ICP-MS) finish (ALS code: ME-MS41). Select intervals at the Rhosgobel Deposit were selected for additional XRF analysis on a lithium borate fusion (ALS code: XRF-15b) for WO3.

All other scientific and technical content of this news release has been reviewed and approved by Gilles Dessureau, P.Geo., V.P. Exploration of the Company, and a Qualified Person (QP) as defined by National Instrument 43-101.

ON BEHALF OF THE BOARD OF DIRECTORS OF
SITKA GOLD CORP.

"Cor Coe"
CEO and Director

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

Cautionary and Forward-Looking Statements

This release includes certain statements and information that may constitute forward-looking information within the meaning of applicable Canadian securities laws. Forward-looking statements relate to future events or future performance and reflect the expectations or beliefs of management of the Company regarding future events. Generally, forward-looking statements and information can be identified by the use of forward-looking terminology such as "intends" or "anticipates", or variations of such words and phrases or statements that certain actions, events or results "may", "could", "should", "would" or "occur". This information and these statements, referred to herein as "forward‐looking statements", are not historical facts, are made as of the date of this news release and include without limitation, statements regarding discussions of future plans, estimates and forecasts and statements as to management's expectations and intentions and the Company's anticipated work programs.

These forward‐looking statements involve numerous risks and uncertainties and actual results might differ materially from results suggested in any forward-looking statements. These risks and uncertainties include, among other things, market uncertainty and the results of the Company's anticipated work programs.

Although management of the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements or forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking statements and forward-looking information. Readers are cautioned that reliance on such information may not be appropriate for other purposes. The Company does not undertake to update any forward-looking statement, forward-looking information or financial outlook that are incorporated by reference herein, except in accordance with applicable securities laws. We seek safe harbor.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/302502

Source: Sitka Gold Corp.

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

Investors searching for growth in the 2026 chip market often compare Marvell Technology (MRVL 1.82%) and Semtech Corp (SMTC 1.10%). Choosing between these two depends on your focus on either high-end data centers or the expanding connectivity of things.

Marvell provides the high-speed infrastructure necessary for artificial intelligence, while Semtech specializes in the chips that connect the physical world to the internet. While both operate within the broader semiconductor industry, their specific market focus and financial health differ significantly, making it essential to review the data before deciding where to invest.

The case for Marvell TechnologyMarvell Technology designs high-performance components for the cloud, where it competes among other semiconductor stocks for AI infrastructure dominance. The company maintains a concentrated customer base, with its ten largest customers contributing nearly 82% of total net revenue in fiscal 2026. Two key customers, specifically one distributor and one direct account, each represented at least 10% of revenue. Customer concentration like this adds a layer of risk to the business, especially as large cloud providers explore developing their own internal chip solutions.

In FY 2026, revenue reached approximately $8.2 billion, representing a significant 42% increase over the prior year. This increase is a sharp departure from earlier periods, and it helped the company achieve net income of nearly $2.7 billion. For context, the company reported a net loss in both FY 2024 and FY 2025, showing a significant turn toward profitability as demand for AI infrastructure surged.

As of its January 2026 balance sheet, the debt-to-equity ratio was approximately 0.3x. This ratio compares total debt to shareholders’ equity, indicating that the company has a conservative level of debt relative to its equity. During this period, free cash flow reached close to $1.4 billion. Note that stock-based compensation (SBC) accounted for roughly 34% of operating cash flow, inflating reported cash generation, since SBC is a non-cash expense added back to cash flow.

The case for Semtech Corp.Semtech provides specialized semiconductors and cloud connectivity solutions that support the Internet of Things and 5G wireless networks. The company relies on a limited number of customers, with its top two accounting for about 25% of net sales in fiscal 2026. This dependency creates material revenue risk if those specific partnerships are terminated or if their business operations suffer. Many of these contracts are short-term, leaving the company exposed to sudden order cancellations or shifts in distributor preferences.

In FY 2026, Semtech reported revenue of nearly $1.1 billion, reflecting approximately 16% revenue growth over the previous year. While revenue is trending upward, the company still reported a net loss of $40.4 million for the period. This is an improvement over the net loss of close to $161.9 million reported in FY 2025, indicating the company is moving toward a more stable financial footing.

According to its January 2026 balance sheet, the debt-to-equity ratio was approximately 0.9x. This indicates that for every dollar of equity, the company has about 90 cents in debt. Free cash flow for the year was $171.4 million. Note that stock-based compensation (SBC) accounted for roughly 34.1% of operating cash flow, inflating reported cash generation, since SBC is a non-cash expense added back in the cash flow statement.

Risk profile comparisonMarvell Technology faces significant risks related to its customer concentration and geographic footprint. A major portion of its revenue comes from a few distributors and direct customers in the data center market, making it vulnerable to shifts in their spending. Geopolitical tensions between the United States and China also pose a threat, as trade barriers and export controls limit sales and disrupt supply chains. Additionally, the company relies entirely on third-party foundries for wafer fabrication, meaning any natural disasters or political instability in those regions could cause major disruptions to its product supply.

Semtech deals with similar geographic and customer risks, with its assembly and test operations located in China, Malaysia, Taiwan, and Vietnam. The company is sensitive to general macroeconomic conditions, where inflation and high interest rates can lead to reduced commercial spending and inventory corrections. Integrating past acquisitions remains a challenge that could divert management attention or lead to future asset impairments. Like its peers, Semtech must also navigate complex and evolving export control laws that increase operational costs and impose risks of regulatory fines.

Valuation comparisonComparing these two companies on price, Semtech appears to be the more affordable option based on its lower multiples relative to future earnings estimates and revenue.

MetricMarvell TechnologySemtechSector BenchmarkForward P/E76.9x61.7x37.6xP/S ratio31.1x13xSector benchmark uses the SPDR XLK sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Both Marvell Technology and Semtech Corp are expecting excellent growth this calendar year, which covers most of their fiscal 2027. Both businesses are enjoying a stiff tailwind of demand from data centers and hyperscalers.

Marvell expects its fiscal 2027 revenue to rise 40% to $11.5 billion. This comes after reporting a first quarter that grew 28% over the first quarter of fiscal 2026. Marvell recently announced a partnership with Nvidia Corp (NVDA +0.59%) to deploy Marvell’s optical networking and custom silicon capabilities with Nvidia’s ecosystem to create custom AI data center solutions. Not only is AI demand rising, but users are also using AI in ways that require more chip power (such as asking multi-part questions that require the LLM to send off queries across different parts of its system). Marvell and Nvidia will seek to optimize hyperscalers’ equipment options to meet such needs.

Meanwhile, Semtech is expected to see its hardware sales grow by more than 30%, primarily from AI hyperscalers. For fiscal 2027, analysts see Semtech generating $1.37 billion in sales and swinging to a net income of $152 million. This comes after a first-quarter fiscal 2027 that saw Semtech’s revenue rise 18% to $291 million, with net income of $26.6 million.

Both businesses are showing strong growth driven by demand for AI. Marvell, however, shows much healthier profit margins, which bode well for the business in the long run. It could deploy its cash for acquisitions, share buybacks, or increased research and development, all things that would strengthen the outlook for shareholders. Marvell Technology commands a premium compared to other tech stocks, but sometimes investors need to pay up for quality.

On June 23, 2026, Semtech Corp SMTC shares experienced a notable decline, falling 6.5% to a current price of $163.28. This drop comes within a 52-week trading range of $41.62 to $177.35, reflecting significant volatility in the stock's performance.

GF Value™ verdict: The current price is $163.28, which represents a 330.1% premium over the GF Value™ estimate of $37.96, indicating that the stock is significantly overvalued.GF Score™: Semtech Corp holds a GF Score™ of 69/100, which classifies it as above average.Most notable signal: Insider activity shows that insiders sold $3.9 million worth of stock in the last three months, with no buying reported. Is SMTC Overvalued or Undervalued? According to GF Value™, Semtech Corp is significantly overvalued, with a current price of $163.28 compared to an intrinsic value estimate of $37.96. This substantial difference of 330.1% raises concerns regarding the potential risk associated with investing in Semtech at this valuation level. The GF Valuation label clearly indicates that the stock is in a state of overvaluation, which could lead to a price correction in the future.

The margin of safety is minimal, as the current valuation far exceeds what GF Value™ suggests is justified based on historical trading multiples and growth projections. While overvaluation could present a risk to investors, it is crucial to consider the broader market context and any potential catalysts that may drive future performance. However, the current indications lean firmly toward a cautionary approach given the high premium over the estimated intrinsic value.

How Does SMTC's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 62.1x 36.7x The current P/E ratio of 62.1x is significantly above its 5-year median P/E of 36.7x, indicating that Semtech is trading at a higher valuation than it has historically. This aligns with the GF Value™ verdict, suggesting that the stock is indeed overvalued. The elevated P/E ratio further supports the notion that the stock is not only expensive in absolute terms but also relative to its own historical performance.

What Does SMTC's GF Score™ Tell Us? Metric Rating GF Score™ 69 Financial Strength 7/10 Profitability 6/10 Growth 7/10 Valuation 1/10 Momentum 6/10 Semtech Corp's GF Score™ of 69/100 indicates that it is positioned above average compared to its peers. The strongest area is its financial strength, rated 7/10, which suggests a solid balance sheet and operational stability. However, the valuation rank of 1/10 highlights a significant weakness in this aspect, aligning with the overvaluation signal from the GF Value™. The profitability and growth ranks of 6/10 suggest reasonable performance, but the low valuation score is a key concern for potential investors.

What Are Insiders Doing with SMTC Stock? Insider activity in Semtech Corp has shown a notable trend, with insiders selling $3.9 million worth of stock in the past three months and no reported purchases. This pattern may suggest a lack of confidence from those within the company regarding the stock's current valuation or future performance. Such selling activity can be seen as a negative signal, indicating that insiders may believe that the stock is overvalued at its current price.

Given the absence of buying activity, it reinforces the perspective that even those closely associated with the company may not see the current price as justified, further complicating the investment narrative for potential shareholders.

What This Means for Investors Based on the analysis, Semtech Corp SMTC is currently classified as overvalued according to GF Value™, with a significant premium over its estimated intrinsic value. The elevated P/E ratio, coupled with the concerning insider activity, presents a cautious outlook for potential investors.

For the complete analysis, visit the Semtech Corp SMTC stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is SMTC's GF Score™?

Semtech Corp has a GF Score™ of 69/100, indicating that it performs above average compared to its peers based on key financial metrics.

Is SMTC overvalued or undervalued?

SMTC is considered overvalued according to GF Value™, with a current price significantly exceeding its estimated intrinsic value.

What is SMTC's P/E ratio?

Semtech Corp's P/E ratio is currently 62.1x, which is significantly higher than its 5-year median P/E of 36.7x, indicating that it is trading at a premium compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

RealSpace™ Elevate, a licensable Windows APO, enables OEMs to create differentiated, branded spatial audio experiences while reducing development cost and complexity

, /PRNewswire/ -- Ceva, Inc. (NASDAQ: CEVA), the leading licensor of silicon and software IP for the Smart Edge, today announced RealSpace™ Elevate for Windows, a Microsoft-certified, licensable Windows Audio Processing Object (APO) that enables gaming headset and PC OEMs to deliver fully customizable spatial audio experiences for gaming and entertainment content. RealSpace Elevate expands Ceva's Sense portfolio of audio and sensing technologies, enabling OEMs to deliver richer user experiences across consumer devices.

Ceva RealSpace Elevate delivers Microsoft-Certified spatial audio for PC gaming headsets, enabling OEMs to differentiate with premium 3D sound experiences. As spatial audio becomes a standard feature in PC gaming, OEMs are facing increasing challenges balancing performance, differentiation, cost, and integration complexity. Existing approaches, ranging from built-in OS or game engine solutions to third-party branded applications, often limit customization, increase cost, or result in fragmented user experiences not optimized for individual OEM headset product lines.

Delivered as a production-ready Windows APO, RealSpace Elevate addresses these challenges by providing an optimal balance between ease of deployment and OEM control. Unlike OS-level solutions that offer limited differentiation or branded third-party applications that restrict customization and increase end-user cost, RealSpace Elevate enables OEMs to fully control the user experience, create custom-tuned audio experiences, and integrate spatial audio as a core part of their gaming headset offering.

"Immersive spatial audio has become the primary battleground for differentiation in gaming headsets, but the cost and complexity of developing a proprietary software stack from scratch remains a major bottleneck for OEMs," said Neil Shah, VP Research & Co-Founder of Counterpoint Research. "Ceva's RealSpace Elevate, a Microsoft-certified, production-ready APO, gives OEMs full control over tuning, branding and user experience while accelerating time-to-market and unlocking the next tier of differentiation."

Built on Ceva's proven RealSpace spatial audio technology, the solution delivers precise sound localization and natural externalization, enabling gamers to accurately perceive the direction and distance of in-game sounds for a more engaging and competitive experience. The technology has been optimized specifically for gaming headset use cases, combining rich entertainment audio with competitive gameplay enhancements.

"Spatial audio is rapidly becoming a baseline expectation for premium gaming headsets," said Chad Lucien, Vice President and General Manager of the Sensor and Audio Business Unit at Ceva. "With RealSpace Elevate, we give OEMs the ability to deliver differentiated, branded audio experiences through a Microsoft-certified Windows APO solution that significantly reduces development cost, complexity, and time-to-market."

The introduction of RealSpace Elevate expands Ceva's software licensing opportunities in the growing gaming headset and PC audio market, enabling OEMs to bring differentiated spatial audio experiences to market more efficiently.

Designed for Gaming Headset Differentiation
RealSpace Elevate is purpose-built to give OEMs full control over performance and product identity, including:

7.1 multi-channel spatial rendering with pin-point accuracy and natural sound externalization Gaming-focused enhancements, including controls to highlight critical in-game sounds such as footsteps and gunshots Full control of user interface, branding, and overall user experience with a Ceva-provided reference application Customizable audio tuning and gaming-specific audio presets for competitive and casual gameplay, as well as entertainment content such as music, movies, and podcasts Integrated Windows APO architecture enabling seamless spatial audio deployment on Windows PCs Availability
The RealSpace Elevate Windows APO solution is available now. For more information, visit: https://www.ceva-ip.com/product/ceva-realspace/

About Ceva, Inc.
Ceva powers the Smart Edge, bridging the digital and physical worlds to bring AI-driven products to life. Our Ceva AI fabric portfolio of silicon and software IP enables devices to Connect, Sense, and Infer – the essential capabilities for the intelligent edge. From 5G, cellular IoT, Bluetooth, Wi-Fi, and UWB connectivity to scalable Edge AI NPUs, AI DSPs, sensor fusion processors and embedded software, Ceva provides the foundational IP for devices that connect, understand their environment, and act in real time.

With more than 21 billion devices shipped and trusted by 400+ customers worldwide, Ceva is the backbone of today's most advanced smart edge products - from AI-infused wearables and IoT devices to autonomous vehicles and 5G infrastructure. Our differentiated solutions deliver seamless integration into existing design flows, total flexibility to combine solutions based on design needs and ultra–low–power performance in minimal silicon footprint, helping customers accelerate development, reduce risk, and bring innovative products to market faster. As technology evolves toward Physical AI, Ceva's IP portfolio lays the foundation for systems that are always connected, contextually aware, and capable of intelligent, real-time decision-making.

Visit us at www.ceva-ip.com and follow us on LinkedIn, X, YouTube, Facebook, and Instagram.

SOURCE Ceva, Inc.

-

VANCOUVER, British Columbia--(BUSINESS WIRE)--Lithium Americas Corp. (TSX: LAC) (NYSE: LAC) (“Lithium Americas” or the “Company”) announced the results from its annual meeting of shareholders held on June 22, 2026 (the “Meeting”).

Each of the following seven nominees was elected as a director of the Company:

Director Nominees

Votes For

Votes Withheld

Kelvin Dushnisky

78,321,795 (93.95%)

5,047,673 (6.05%)

Michael Brown

73,559,448 (88.23%)

9,810,019 (11.77%)

Fabiana Chubbs

80,442,320 (96.49%)

2,927,150 (3.51%)

Jonathan Evans

81,721,583 (98.02%)

1,647,887 (1.98%)

Dr. Yuan Gao

61,992,086 (74.36%)

21,377,382 (25.64%)

Philip Montgomery

74,004,451 (88.77%)

9,365,016 (11.23%)

Clayton Walker

72,899,178 (87.44%)

10,470,291 (12.56%)

Final voting results on all matters voted on at the Meeting will be filed on SEDAR+ (www.sedarplus.ca) and EDGAR (www.sec.gov) and posted to the Investors section of the Company’s website at www.lithiumamericas.com.

ABOUT LITHIUM AMERICAS

Lithium Americas is building Thacker Pass located in Humboldt County in northern Nevada. Phase 1 is designed for nominal production capacity of 40,000 tonnes per year of battery-quality lithium carbonate, and mechanical completion is targeted for late 2027. Thacker Pass hosts the largest known measured lithium resource (Measured and Indicated) and reserve (Proven and Probable) in the world and is owned by a joint venture between Lithium Americas (holding a 62% interest), and General Motors Holdings LLC (holding a 38% interest). Lithium Americas’ shares are listed on the Toronto Stock Exchange and New York Stock Exchange under the symbol LAC. To learn more, visit www.lithiumamericas.com or follow @LithiumAmericas on social media.

FORWARD-LOOKING STATEMENTS

This news release contains “forward-looking information” within the meaning of applicable Canadian securities legislation and “forward-looking statements” within the meaning of the United States Private Securities Litigation Reform Act of 1995 (collectively, “FLS”). FLS can often be identified by words such as “anticipate,” “designed,” “estimate,” “expect,” “intend,” “may,” “plan,” “target,” “will” and similar expressions. FLS in this news release includes statements regarding the design and production capacity of Phase 1 of Thacker Pass, the targeted timing for mechanical completion and mineral resource and reserve estimates.

FLS is based on certain assumptions, including that the Company will complete Phase 1 construction on schedule and within budget, that required permits and approvals will be maintained, that mineral resource and reserve estimates remain accurate, that financing will continue to be available on acceptable terms, and that general market and economic conditions will not materially deteriorate. FLS involves known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from those expressed or implied, including the risks described in the Company’s continuous disclosure documents filed on SEDAR+ at www.sedarplus.ca and on EDGAR at www.sec.gov.

Readers are cautioned not to place undue reliance on FLS, which speak only as of the date of this news release. The Company does not undertake any obligation to update or revise any FLS except as required by applicable securities legislation.

More News From Lithium Americas Corp.

Back to Newsroom

Key Takeaways Alto Ingredients lifted its return on essential ingredients to 53.4% from 48.2% a year earlier.Higher corn oil prices, driven by renewable biofuels demand, added $2.2 million to quarterly revenues.The Pekin Campus return improved to 54% from 48%, reflecting better byproduct economics. Alto Ingredients, Inc. (ALTO - Free Report) generated more value from every bushel of corn it processed in the first quarter of 2026, even as weather-related disruptions at its Pekin campus weighed on production volumes. The improvement reflected the company's ability to derive higher returns from its co-products while benefiting from lower feedstock costs.

The company’s consolidated return on essential ingredients, which measures co-product revenues relative to total corn costs consumed, increased to 53.4% in the first quarter of 2026 from 48.2% in the year-ago period. The improvement came even as the company faced softer demand and increased competition in high-quality alcohol markets.

Much of the improvement was driven by stronger pricing across Alto Ingredients’ co-product portfolio. In particular, higher corn oil prices, supported by demand from renewable biofuels producers, provided a $2.2 million boost to revenues during the quarter. At the same time, the company also benefited from lower corn costs, which further enhanced returns from its corn-processing operations.

The Pekin Campus accounted for a significant portion of the gains. Its essential ingredients return improved to 54% from 48% a year earlier, reflecting better economics across the company's mix of byproducts. With stronger co-product economics and a lower-cost grain environment, Alto Ingredients was able to extract greater value from the same underlying corn input.

The results highlight the importance of co-products in Alto Ingredients' corn-processing economics, with stronger pricing helping it derive greater value from each bushel of corn processed.

What Do the Latest Metrics Say About Alto Ingredients?Alto Ingredients, which competes with Green Plains Inc. (GPRE - Free Report) and MGP Ingredients, Inc. (MGPI - Free Report) , has seen its shares rally 352.3% in the past year compared with the industry’s 3% growth. Shares of Green Plains have risen 166.1%, while MGP Ingredients has declined 44.2% during the same period.

Image Source: Zacks Investment Research

From a valuation standpoint, Alto Ingredients’ forward price-to-sales ratio of 0.39 is lower than the industry’s average of 3. The company is trading at a discount to Green Plains (with a forward price-to-sales ratio of 0.53) and MGP Ingredients (0.70).

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Alto Ingredients’ current fiscal-year earnings per share (EPS) implies a year-over-year surge of 671.4%, while the consensus mark for the next fiscal year’s EPS implies growth of 53.7%.

Image Source: Zacks Investment Research

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

, /PRNewswire/ -- Kudu Investment Management, LLC (Kudu), a leading provider of permanent capital solutions to asset and wealth management firms globally, and Drummond Capital Partners (Drummond), an Australian boutique manager specializing in institutional quality, active managed accounts, today announced that Kudu has made a minority investment in Drummond.

Drummond's founders, Tom Schubert and Nick Reddaway, will remain majority owners and Drummond will continue to operate under the same leadership team, investment framework and client service model. Founded in 2017, Drummond, with offices in Melbourne, Brisbane, Sydney and Perth, manages A$6.6 billion in assets in tailored investment portfolios for financial advisors.

"We see a promising long-term opportunity in the Australian wealth management sector," said Chris Shin, partner and co-CIO at Kudu. "Drummond is a high-quality business with a differentiated offering and coherent strategic direction. Our role is to provide long-term capital to support that vision—without altering what makes the firm successful."

Tom Schubert, co-founder and CEO of Drummond, said, "This partnership is about strengthening what already makes Drummond different. We were very deliberate in seeking a partner whose capital is permanent, whose approach is genuinely long-term, and whose model allows us to remain fully independent. We have built a high-quality business by partnering closely with advice firms, and this investment enables us to continue investing in our team, our product suite and the broader support we provide to clients."

About Drummond Capital Partners
Drummond is an Australian based boutique investment manager specialising in advice-led managed account solutions. Drummond partners with select advice firms to design, deliver and manage SMA portfolios that enhance investment outcomes, strengthen governance and support better client engagement. The firm was founded in 2017 with a clear objective: to bring institutional quality investment management into the wealth management sector in a way that is practical, transparent and aligned with how advice businesses operate. For more information, visit www.drummondcp.com.

About Kudu Investment Management, LLC
New York-based Kudu Investment Management provides long-term capital solutions—including generational ownership transfers, management buyouts, acquisition and growth finance, as well as liquidity for legacy partners—to independent asset and wealth managers globally. Since its founding in 2015, Kudu has invested in 34 asset and wealth managers representing US$154 billion as of March 31, 2026. Kudu is backed by capital partners White Mountains Insurance Group, Ltd. (NYSE: WTM) and MassMutual. For more information, visit www.kuduinvestment.com.

For Kudu Investment Management:

Margaret Kirch Cohen
Newton Park PR
[email protected]
+1 847-507-2229

SOURCE Kudu Investment Management, LLC

Hitesh Lath, Chief Financial Officer of C3.ai (AI 0.93%), reported the sale of 34,210 shares of Class A Common Stock for a total consideration of approximately $375,000 on June 16, 2026, as disclosed in this SEC Form 4 filing.

Transaction summaryMetricValueShares sold (direct)34,210Transaction value~$375,000Post-transaction shares (direct)233,106Post-transaction value (direct ownership)~$2.55 millionTransaction value based on SEC Form 4 weighted average purchase price ($10.95); post-transaction value based on June 16, 2026 market close price ($10.93).

Key questionsWhat was the structure and mechanics of this sale?
This transaction involved the exercise of 29,008 options, followed by the immediate sale of 34,210 Class A directly-held shares by Lath; there were no indirect transactions or transfers to trusts or other entities.How does the size of this sale compare to Lath's historical selling patterns?
The sale, at 12.80% of direct holdings, was larger than prior individual sell-only transactions, but the increased size reflects reduced remaining capacity after several years of net share disposition rather than a change in disposition cadence.What does Lath's post-sale equity exposure look like?
Following the transaction, Lath directly holds 233,106 Class A shares (valued at ~$2.55 million as of June 16, 2026) and maintains 352,077 RSUs, ensuring meaningful ongoing exposure to the company's equity.What is the current market context for C3.ai shares?
The transaction occurred with Class A shares priced around $10.95, against a one-year price decline of 55.3% as of June 16, 2026, and a current market price of $10.30 as of June 18, 2026.Company overviewMetricValuePrice (as of market close 2026-06-16)$10.93Market capitalization$1.49 billionRevenue (TTM)$250.27 million1-year price change(55.3%)* 1-year price change calculated using June 16th, 2026 as the reference date.

Company snapshotC3.ai offers enterprise AI software platforms, industry-specific AI applications, and data analytics tools for sectors such as oil and gas, manufacturing, financial services, and defense.It generates revenue through software subscriptions and professional services, leveraging a scalable platform model with pre-built and customizable solutions.The company serves large enterprises and government agencies globally, targeting organizations seeking to deploy AI at scale for operational efficiency and risk management.C3.ai, Inc. is a technology company specializing in enterprise-scale artificial intelligence software, with a focus on delivering robust, turnkey AI solutions across diverse industries.

The company leverages strategic partnerships with leading technology and industry players to enhance its platform capabilities and market reach. Its competitive advantage lies in providing integrated, industry-specific applications that address complex business challenges and drive digital transformation for large organizations.

What this transaction means for investorsThe June 16 sale of C3.ai stock by the company’s CFO Hitesh Lath came at a time when shares were beaten down from last year’s 52-week high of $30.11. Even so, the disposition is not a cause for investor concern. It was performed to fulfill tax withholding obligations incurred in connection with the vesting of restricted stock units.

C3.ai’s share price decline was due to falling revenue and rising losses. In the company’s 2026 fiscal year, ended April 30, revenue was $250.3 million, a sharp decline from the previous year’s $389.1 million. Its net loss rose to $470.4 million compared to a loss of $288.7 million in the year prior.

C3.ai’s struggles began after CEO Thomas Siebel stepped down due to health reasons last year. The company announced his return to the position on June 3. This was followed by an expanded partnership with energy giant Shell. C3.ai relies heavily on partners for revenue. The new deal combined with Siebel’s return may help the company bounce back from its sales woes.

Global professional services firm Huron (NASDAQ: HURN), today announced Shoshana Vernick was elected to its Board of Directors, effective June 19, 2026. Ms. Vernick is an accomplished leader with deep expertise in the education industry and a demonstrated track record of advancing innovation, technology-enabled growth and long-term organizational value.

“We are pleased to welcome Shoshana to the Huron Board of Directors,” said Hugh Sawyer, non-executive chairman of theHuron board. “Shoshana has led organizations through periods of significant growth and transformation and is widely respected in the investment community. Her industry knowledge, financial acumen, and perspective on strategy, organizational effectiveness, capital markets, and governance will be a valuable addition to our board as we continue to advance our growth strategy and create long-term shareholder value.”

Ms. Vernick is co-founder and managing partner of Avathon Capital, a private equity firm focused on investments across the education and knowledge services sector, where she has overseen 16 platform investments since founding the firm in 2016. In her role, she drives the firm’s value creation strategy with a focus on organic and inorganic growth, advanced technology, and organizational design. Previously, she served as Managing Director at Sterling Partners, investing across education, healthcare, and business services.

Ms. Vernick also served as an independent trustee of Flowstone Opportunity Fund and was a member of its audit committee. She also serves as a board member for the Avathon Capital portfolio companies Academic Programs International, ReUp Education, Shorelight, Edvance, Summit Professional Education and OculusIT. Ms. Vernick is Vice Chair of the Illinois Venture Capital Association (IVCA), a founding Board member of the IVCA Foundation and serves on the Steering Committee of the KPMG & University of Chicago Economic Forum.

“I am excited to join Huron’s board of directors at such an exciting time in the company's growth trajectory,” said Shoshana Vernick. "Huron has a strong track record of helping clients across industries navigate a multitude of complex challenges, and I look forward to contributing to the board's work as the company continues to execute its strategy.”

The appointment of Ms. Vernick to Huron’s board advances Huron’s commitment to its periodic board refreshment process and brings the size of the board to nine members. Her skillsets and experience further strengthen the board’s collective expertise as Huron continues to execute its long-term growth strategy.

ABOUT HURON

Huron is a global professional services firm that collaborates with organizations to help solve their most complex challenges and achieve their most ambitious goals. Working across the private and public sectors, we partner closely with clients to improve performance, accelerate transformation, and unlock new opportunities for growth.

Our clients choose us because of our deep industry and technical expertise and proven track record of turning sound strategies into action. By combining practical experience, innovative thinking, and advanced analytics and technology, Huron helps organizations translate today’s ideas into tangible results and long-term value. Learn more at www.huronconsultinggroup.com.

Statements in this press release that are not historical in nature, including those concerning the company’s current expectations about its future results, are “forward-looking” statements as defined in Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. Forward-looking statements are identified by words such as “may,” “should,” “expects,” “provides,” “anticipates,” “assumes,” “can,” “will,” “meets,” “could,” “likely,” “intends,” “might,” “predicts,” “seeks,” “would,” “believes,” “estimates,” “plans,” “positions,” “continues,” “goals,” “guidance,” or “outlook,” or similar expressions. These forward-looking statements reflect the company's current expectations about future requirements and needs, results, levels of activity, performance, or achievements. Some of the factors that could cause actual results to differ materially from the forward-looking statements contained herein include, without limitation: failure to achieve expected utilization rates, billing rates, and the necessary number of revenue-generating professionals; our ability to realize the expected benefits and potential opportunities of artificial intelligence (AI); inability to expand or adjust our service offerings in response to market demands; our dependence on renewal of client-based services; dependence on new business and retention of current clients and qualified personnel; failure to maintain third-party provider relationships and strategic alliances; inability to license technology to and from third parties; the impairment of goodwill; various factors related to income and other taxes; difficulties in successfully integrating the businesses we acquire and achieving expected benefits from such acquisitions; risks relating to privacy, information security, and related laws and standards; and a general downturn or volatility in market conditions, including as a result of current global trade tensions and/or tariffs. These forward-looking statements involve known and unknown risks, uncertainties, and other factors, including, among others, those described under “Item 1A. Risk Factors” in Huron's Annual Report on Form 10-K for the year ended December 31, 2025 that may cause actual results, levels of activity, performance or achievements to be materially different from any anticipated results, levels of activity, performance, or achievements expressed or implied by these forward-looking statements. The company disclaims any obligation to update or revise any forward-looking statements as a result of new information or future events, or for any other reason.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260622850547/en/

The Hackett Group, Inc. (NASDAQ: HCKT), an ROI-led AI transformation firm, today announced the winners of its annual Hackett Innovation Awards, recognizing organizations that are using artificial intelligence (AI) to redesign enterprise workflows, accelerate performance and deliver significant impact across their end-to-end business processes.

“The winning organizations are moving beyond AI experimentation to reinvent workflows, operating models, and enterprise performance around measurable outcomes and sustained ROI,” said The Hackett Group® Managing Director of Europe David Ketchin. “They are clear on the value they want to deliver, they rethink how work gets done across people and technology, and they invest purposefully in developing the skills and structures needed to make that change lasting and at scale.”

This year’s winners are:

Elanco – Winner, Purchase-to-Pay: Agentic AI Ecosystems: Reimagining Elanco PTP (Purchase-to-Pay)

Elanco’s procure-to-pay team had historically operated as “human middleware” who manually processed over 30,000 queries annually – error-prone interventions that often took more than 10 minutes each. To streamline operations and better support its mission of providing health solutions for pets and livestock, Elanco developed a two-layer agent-based AI ecosystem that leveraged ElancoGPT, the company’s secure AI platform. Layer one, AskSAP, enabled employees to query records via natural language. Layer two, a procure-to-pay agent, autonomously scans vendor emails, identifies intent, cross-references records with live enterprise resource planning (ERP) data, and drafts responses, which are then reviewed by employees. Query resolution time dropped to under 10 seconds, a 99% reduction. The new system also eliminated 30%-40% of manual purchase-to-pay queries.

GSK India Global Services Private Limited – Winner, Service Desk: HelpHub Transformation

The EMEA and APAC Procure-to-Pay Service Desk was constrained by an inefficient operating model. Support was split across multiple hubs, resulting in fragmented ownership, high inter-hub dependencies, and higher costs to serve. Deploying a Gen AI-powered real-time translator and an agentic AI smart query router has sped up response times while cutting costs. In its first three years, HelpHub has saved $4.03 million (£3 million), cut waiting times 40%, raised first-contact resolution from 88% to 93%, and boosted user experience scores from 4.3 to 4.9 out of 5. So far, the return on investment (ROI) has topped 150%, and further upside is expected.

Hitachi Energy – Winner, Plan-to-Source-to-Make-to-Deliver: Agentic AI-Powered Automation of Inbound Delivery Notes and Order Acknowledgments

Hitachi Energy manages one of the world’s most complex supply chains. Its production facilities consist of a web of more than 100 factories with over 20,000 suppliers that annually generate two million inbound delivery lines and around three million purchase order lines yearly. To manage that complexity while ensuring compliance, Hitachi Energy has rolled out an agentic AI solution to automate the end-to-end Inbound Delivery Note (IBDN) and Order Acknowledgment (OA) processes. With this solution, downstream goods are received faster, production disruptions are fewer, and overall compliance risk across the supply chain is lower. Payback for the IBDN system took four months, while for the OA solution, it was less than four months.

IBM – Winner, Risk-to-Compliance: Infusing AI Across the TPRM Lifecycle, Integrated With ProcessUnity

IBM’s global supply chain cyber-risk team was recognized for transforming third-party risk management through a network of specialized AI agents. By automating traditionally manual activities, such as enhancing supplier context, proactively identifying supplier trust and compliance centers, and streamlining assessments, the team reduced cycle time by 50%, enabling analysts to focus on higher-value strategic risk activities.

Infosys – Winner, Order-to-Cash: Agentic AI in Finance

Infosys launched an initiative to transform its order-to-cash operations and accelerate free cash flow, a key chief financial officer (CFO) priority. With accounts receivable (AR) tracking spanning SAP, email, and supplier portals, Infosys BPM identified an opportunity to unify data and modernize collections, and implemented an agentic AI-powered AR overdue management platform built on Infosys Agentic Foundry. The platform orchestrates seven specialized AI agents through a single dashboard to automate overdue tracking across systems while enabling real-time visibility, proactive follow-ups, and end-to-end control. In the first year, the initiative delivered a $62M improvement in free cash flow, a 3.9% reduction in overdue AR, and a 66% reduction in manual processing.

Robert Bosch GmbH – Winner, AI/Automation Center of Excellence: Digital Accelerator Framework (DAF): Commercial Process Reengineering Through AI@Work

Global Business Services at Bosch sought a scalable, process-led approach to identifying and prioritizing high-value AI and automation opportunities across complex global operations. As digital complexity increased, Bosch needed a structured framework to analyze processes and prioritize automation initiatives based on potential value. To address this challenge, Bosch developed the Digital Accelerator Framework (DAF), a structured methodology that includes an AI-powered platform combining process intelligence, lean redesign principles and governed execution to accelerate transformation. The solution was developed by the Bosch Digital Talent Academy, an internal program focused on developing young talent with strong capabilities in software development, data and Al. DAF delivered payback within six months by identifying high-impact automation opportunities and measurable productivity improvements across commercial operations.

Sanofi – Winner, Source-to-Purchase: Procurement Data Booster

Procurement Data Booster exemplifies Sanofi’s business-led, data-driven, and AI-powered approach by transforming heterogeneous documents into accessible, actionable procurement intelligence and unlocking insights from unstructured data that was previously unavailable for systemic analytics. The solution addresses a common challenge, whereby critical information is embedded in contracts, emails, and other records that are not easily captured through traditional reporting tools. Procurement Data Booster has reduced the cycle time for the generation of procurement insights by over 85% and considerably enhanced the quality of decision-making, enabling significant additional value creation.

Sidetrade – Winner, Technology Operations: Agentic Operating Model: How Sidetrade Rebuilt Its Enterprise Around AI

Sidetrade, an order-to-cash intelligence company, sells agentic AI to large enterprises and now runs on it. Rather than adding coding assistants to unchanged processes, it redesigned how software gets built, embedding autonomous AI agents at every delivery stage. The new AI operating model was fully rolled out across their 150-person product and engineering organization, following an initial pilot completed in summer 2025. The gains have been exponential. A feature once scoped 80 person-days now delivered in three, throughput up 26X, with quality gates ensuring speed never costs control. Sidetrade is extending this agentic transformation to customer operations, sales, support and finance, each wave self-funding the next.

The judges also named three finalists:

Ferring Pharmaceuticals – Finalist, Purchase-to-Pay: Agentic AP Fusion: AI Automation for ZeroTouch P2P, Powered by Genpact

Ferring’s accounts payable (AP) function manually processes over 165,000 invoices per year, relying heavily on manual controls, which impacted supplier statement reconciliation and the accuracy of invoice data capture, resulting in increased operational costs and duplicate payments. To solve these problems, the company embedded two AI-powered automation solutions into the procure-to-pay process. The benefits have included elimination of duplicate and erroneous payments, a 60% reduction in manual effort for data capture, and significant savings from efficiency gains, including more efficient working capital.

GSK – Finalist, Source-to-Purchase: Digital Procurement Transformation

GSK was recognized for its innovative approach to enhancing operational efficiency and driving value through digital procurement transformation. GSK consolidated fragmented legacy systems into a unified, AI-powered source-to-pay ecosystem, integrating vendor data, workflows, and a control tower for real-time oversight. This platform, with its supplier portal, real-time invoice tracking, automatic translations and multi-user support, helps GSK’s teams and partners work more efficiently to help deliver vital medicines and vaccines globally.

Tetra Pak – Finalist, Source-to-Purchase: SuM Data Agent

Tetra Pak’s procurement teams faced fragmented data across purchasing, spend and market sources – resulting in slow, inconsistent and intuition-driven decisions. The SuM Data Agent solves this by introducing a conversational AI layer that unifies these domains and delivers instant, traceable insights. Acting as a personal senior analyst, it enables users to validate price changes, detect contract leakage, identify cost savings, prepare negotiations and simulate future scenarios. The solution improves negotiation outcomes and accelerates decision-making by up to 40%. By transforming complex data into clear, actionable intelligence, Tetra Pak drives faster, more confident decisions – unlocking exceptional value, with a projected ROI exceeding 6,000%.

The 2026 submissions reveal a clear playbook for AI success and best practices: prioritize workforce and process transformation over technology adoption, and redesign how work gets done so AI can assist, augment, and act autonomously to deliver measurable business outcomes at scale.

“The winners are proving that AI value comes from redesigning work, not just deploying technology,” said Kyle McNabb, principal and program leader for AI Applied Intelligence at The Hackett Group®. “By embedding AI into workflows and operations, they are delivering measurable performance gains, sustainable ROI and real enterprise value.”

“Organizations are viewing AI as an enabler of enterprise transformation,” added Vin Kumar, principal, AI Enablement and Digital Operations practice at The Hackett Group®. “Moving beyond back-office efficiency, many are now identifying breakthrough opportunities across revenue-generating and R&D functions.”

The 2026 Hackett Innovation Awards highlight how leading organizations are transforming AI from experimentation into scalable enterprise performance advantage.

About The Hackett Group®

The Hackett Group, Inc. (NASDAQ: HCKT) is an ROI-led, AI enterprise transformation firm that helps clients enable AI world-class performance. Its experts and engineers leverage proprietary AI delivery platforms – Hackett AI XPLR™, ZBrain™, XT™, AIXelerator™ and AskHackett™ – to accelerate and enhance the delivery of the company’s solutions and services.

The AI platforms are powered by the company’s domain-specific Hackett Solution Language Model informed by Hackett Process and Performance Intelligence – including Digital World Class® benchmark metrics, best-practice process flows and service delivery model solution frameworks, which accelerate and enhance the delivery of its services. The Hackett Group’s proprietary insights are based on benchmarking results from leading global organizations, including 98% of Dow Jones Global Titans, 97% of the Dow Jones Industrials and 90% of the Fortune 100. Visit www.thehackettgroup.com

Trademarks

The Hackett Group®, quadrant logo, and Digital World Class® are the registered marks of The Hackett Group®.

Cautionary Statement Regarding “Forward-Looking” Statements

This release contains “forward-looking” statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Statements including without limitation, words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates,” or other similar phrases or variations of such words or similar expressions indicating, present or future anticipated or expected occurrences or outcomes are intended to identify such forward-looking statements. Forward-looking statements are not statements of historical fact and involve known and unknown risks, uncertainties and other factors that may cause the Company’s actual results, performance or achievements to be materially different from the results, performance or achievements expressed or implied by the forward-looking statements. Factors that may impact such forward-looking statements include without limitation, the ability of The Hackett Group® to effectively market its digital transformation services, our ability to transition our capabilities to support generative artificial intelligence (AI)-related consulting services and solutions and other consulting services, our ability to effectively integrate acquisitions into our operations, our ability to manage joint ventures and successfully cooperate with our joint venture partners, competition from other consulting and technology companies that may have or develop in the future, similar offerings, the commercial viability of The Hackett Group® and its services as well as other risk detailed in The Hackett Group’s reports filed with the United States Securities and Exchange Commission. The Hackett Group® does not undertake any duty to update this release or any forward-looking statements contained herein.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260624315179/en/

Choosing between Intellia Therapeutics (NTLA +2.88%) and Omeros (OMER +1.53%) in 2026 requires balancing the explosive potential of gene editing against the steady rollout of newly approved orphan disease treatments.

Intellia Therapeutics focuses on permanent genetic cures using CRISPR technology, while Omeros develops protein and small-molecule therapies for rare diseases and cancers. While both operate in the high-risk, high-reward biotech stocks landscape, their financial profiles and clinical milestones offer different paths for retail investors.

Intellia Therapeutics is a clinical-stage leader focused on CRISPR-based gene editing to treat diseases at their genetic source. The company primarily advances therapies for hereditary angioedema (HAE) and transthyretin amyloidosis through its lead programs, lonvoguran ziclumeran and nexiguran ziclumeran. A core pillar of its strategy is a deep collaboration with Regeneron Pharmaceuticals (REGN +0.78%), which involves co-developing therapies for neurological and muscular diseases.

In FY 2025, revenue reached approximately $67.7 million, representing a year-over-year growth rate of nearly 17%. Despite this top-line growth, the company reported a net loss of roughly $412.7 million for the period. This isn;t unusual for a developmental stage biotech company.

As of its December 2025 balance sheet, the company maintains a very low debt-to-equity ratio of nearly 0.1x. This ratio measures total debt relative to shareholders’ equity, indicating a conservative approach to borrowing. Free cash flow was nearly negative $396 million.

The case for Omeros CorpOmeros is transitioning to a commercial-stage company following the FDA’s late 2025 approval of Yartemlea for the treatment of TA-TMA, transplant-associated thrombotic microangiopathy. Beyond its lead product, the company has secured a significant partnership with Novo Nordisk (NVO 0.48%) to develop zaltenibart, a MASP-3 inhibitor. This collaboration provides Omeros with potential milestone payments and royalties, which are essential for its long-term revenue strategy.

For FY 2025, Omeros had no revenue, as its first commercial product had only recently received regulatory approval. The company reported a net loss of approximately $3.4 million, a significant improvement over prior-year losses in the early stage of its commercial transition.

The company’s current balance sheet shows cash on hand of $135.3 million and debt of $226.6 million, a manageable level for an upstart biotech company. 

Risk profile comparisonIntellia Therapeutics faces significant risks related to clinical development and regulatory hurdles. The Magnitude trial for nex-z remains on clinical hold following a patient death in late 2025, which could delay potential approvals. However, a similar trial, Magnititude-2, had its clinical hold lifted by the FDA in January. Additionally, the company is involved in complex intellectual property litigation with entities such as BlueAllele Corp. and the Broad Institute over CRISPR patent rights.

Omeros is heavily dependent on the successful market adoption of Yartemlea, its only commercial product. Any failure in physician or payer acceptance could materially harm its financial viability. Furthermore, the company relies on Novo Nordisk for the successful development of zaltenibart and carries significant debt, including convertible notes that are due in 2029.

Valuation comparisonIntellia Therapeutics is not forecast to have earnings so there is no forward price-to-earnings ratio, while Omeros carries a much higher premium to the sector following its recent product approval and smaller equity base.

MetricIntellia TherapeuticsOmerosSector BenchmarkForward P/EN/A58x24.6xP/S ratio28.5x74.2xSector benchmark uses the SPDR XLV sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Which stock would I buy in 2026?Intellia Therapeutics’ CRISPR gene-editing technology for the treatment is showing promising Phase III trial data this spring, leading many to expect that the treatment for HAE could be approved by the FDA in the first half of 2027. If the promise of gene editing comes through, Intellia could have a run of significant treatments for diseases that have no treatment today. However, most of Intellia’s pipeline is very early stage. While the HAE treatment is in Phase III, the last stage before approval, it is worth noting that Phase III drugs are not guaranteed approval, and in some cases, even those that could receive approval are not brought to market because they are seen as unprofitable.

From a financial standpoint, Intella has financial resources for operations through 2028, so there is no urgent need to raise cash. But Wall Street sees the business continuing to post deep losses through 2029. 

Omeros Corp is transitioning from a developmental-stage biotech to a commercial operation, so it looks like a safer bet. The company just posted its first-quarter revenue in 2026, reporting $9.89 million in sales of Yartemlea, a figure management says reflects strong interest in the treatment. The business posted huge net income, relative to sales, of $56.06 million, thanks to upfront payments from Novo Nordisk.

Since Yartemlea has just launched, management isn’t estimating sales and income for the current quarter. Sales teams are visiting every transplant facility in the U.S. this quarter to spread the word about the TM-TMA treatment. Wall Street is bullish, expecting about $68 million in revenue this year, then double that in 2027, with net income close to $22 million this year from licensing and a loss of $22 million next year.

Omneros comes at a premium to the sector, but it’s encouraging to see a biotech coming to market with firm initial sales, a very healthy balance sheet, and projections for relatively minor losses next year, followed by consistent profits.

Intellia could be a home run, but there’s a big risk of a swing and miss. Omeros gets the nod.

Booz Allen Hamilton (BAH - Free Report) ended the recent trading session at $63.33, demonstrating a -4.57% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.37%. On the other hand, the Dow registered a gain of 0.29%, and the technology-centric Nasdaq decreased by 1.33%.

Heading into today, shares of the defense contractor had lost 15.66% over the past month, lagging the Business Services sector's loss of 1.59% and the S&P 500's gain of 2.02%.

The upcoming earnings release of Booz Allen Hamilton will be of great interest to investors. The company's earnings report is expected on July 24, 2026. The company is predicted to post an EPS of $1.49, indicating a 0.68% growth compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $2.8 billion, showing a 4.24% drop compared to the year-ago quarter.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $6.23 per share and a revenue of $11.41 billion, representing changes of -4.3% and +1.74%, respectively, from the prior year.

Investors should also pay attention to any latest changes in analyst estimates for Booz Allen Hamilton. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 1.07% higher. Currently, Booz Allen Hamilton is carrying a Zacks Rank of #3 (Hold).

In the context of valuation, Booz Allen Hamilton is at present trading with a Forward P/E ratio of 10.65. This valuation marks a discount compared to its industry average Forward P/E of 10.91.

One should further note that BAH currently holds a PEG ratio of 3.79. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Consulting Services industry currently had an average PEG ratio of 0.86 as of yesterday's close.

The Consulting Services industry is part of the Business Services sector. Currently, this industry holds a Zacks Industry Rank of 195, positioning it in the bottom 21% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

23.7K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BAH.CRM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

On June 18, 2026, Sezzle Inc SEZL shares rose 11.4% today, reaching a current price of $163.28. The stock has seen a remarkable price performance with a 52-week range between $49.50 and $186.74.

GF Value™ verdict: Current price of $163.28 is 125.8% above the GF Value™ estimate of $72.31, indicating significant overvaluation.GF Score™ of 61/100 suggests that Sezzle Inc is rated as "Above Average," which could imply a reasonable potential for future growth.Most notable signal: Insider activity shows that insiders sold $7.9M worth of shares in the last three months with no buying recorded. Is SEZL Overvalued or Undervalued? According to the GF Value™, Sezzle Inc is currently overvalued. The current price of $163.28 is significantly above the GF Value™ estimate of $72.31, translating to a 125.8% overvaluation. This indicates a lack of margin of safety for new investors, as buying at this level could expose them to heightened risks should the stock price correct towards its intrinsic value. The GF Valuation label classifies the stock as "Significantly Overvalued," which raises concerns about potential downside risks in the future.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. As such, the substantial gap between the current price and the GF Value™ highlights the risk of overexposure for those considering an investment at this time.

How Does SEZL's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 39.2x 22.1x Forward P/E 31.7x N/A Sezzle Inc's current P/E (TTM) of 39.2x is significantly above its 5-year median P/E of 22.1x, indicating that the stock is trading at a premium compared to its historical valuation. This P/E analysis agrees with the GF Value™ verdict, reinforcing the notion that the stock is currently overvalued based on historical trading multiples.

What Does SEZL's GF Score™ Tell Us? Metric Rating GF Score™ 61 Financial Strength 6/10 Profitability 4/10 Growth 5/10 Valuation 1/10 Momentum 7/10 The GF Score™ of 61/100 indicates that Sezzle Inc is positioned as "Above Average" in terms of its overall performance. The strongest aspect of the score is the Momentum rank at 7/10, suggesting that the stock has been performing well in the short term. However, the weakest area is the Valuation rank at 1/10, which aligns with the GF Value™ assessment. This divergence signals caution regarding the stock's long-term sustainability at its current price levels.

What Are Insiders Doing with SEZL Stock? In recent months, insider activity for Sezzle Inc has been predominantly selling, with insiders divesting $7.9 million worth of shares without any buying reported. This pattern may indicate a lack of confidence among insiders regarding the company's future performance or valuation, suggesting potential caution for external investors.

What This Means for Investors Based on the GF Value™ assessment, Sezzle Inc SEZL is currently overvalued. The significant disparity between the market price and intrinsic value, along with the concerning insider selling, suggests that caution is warranted for those considering an investment in this stock at its current valuation.

For the complete analysis, visit the Sezzle Inc SEZL stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is SEZL's GF Score™?

SEZL has a GF Score™ of 61/100, which indicates that it is rated as "Above Average" in terms of potential long-term performance.

Is SEZL overvalued or undervalued?

Sezzle Inc is currently overvalued, with a GF Value™ estimate of $72.31 compared to the market price of $163.28.

What is SEZL's P/E ratio?

The current P/E (TTM) for SEZL is 39.2x, which is 77% above its 5-year median P/E of 22.1x, indicating that the stock is trading at a premium compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Company announces three major operating inflections: preliminary May record breaking gross margin of approximately 35% (up 660 Basis Points), a new Meyer Distributing relationship, and a $36M+ 12-month revenue opportunity supported by accelerating B2C and B2B growth.

The announcement follows last week's premium-priced direct investment and highlights the distribution scale, margin expansion, and revenue drivers that management believes lead the Company's path toward near-term operational cash-flow positivity.

WEST SENECA, NY / ACCESS Newswire / June 22, 2026 / Worksport Ltd. (NASDAQ:WKSP) ("Worksport" or the "Company"), a U.S.-based innovator and manufacturer of hybrid and clean energy solutions primarily for the light truck, overlanding, and global consumer goods markets, today announced three new commercial and operational developments that management believes mark a potential inflection point in Worksport's 2026 growth plan.

The Company announced that it has secured Meyer Distributing as a new national distribution partner, achieved 35% gross margin in May 2026 (up from 28.4% in Q1 2026), and is now targeting a $36 million+ 12-month revenue opportunity supported by increasing B2C activity, expanding B2B distribution, newly launched products, and improving operating leverage.

The announcement follows Worksport's recently completed premium-priced direct investment, which the Company believes reflected investor confidence in its strategic direction. With annualized revenue currently tracking above $20 million and momentum continuing to build during the second quarter, management believes the Company is entering the second half of 2026 with a significantly stronger commercial and operating foundation.

Preliminary May Gross Margin Reaches Approximately 35%

Worksport today announced that it achieved approximately 35% gross margin in May 2026, representing a new record margin metric for the company, based on preliminary unaudited internal results. This represents continued margin improvement from approximately 11% gross margin in December 2024 and approximately 30% gross margin in December 2025. Gross margin has increased despite U.S. aluminum prices rising approximately 50% in two years. Management believes any future decline in aluminum prices could provide additional gross margin expansion. .

Management believes the improvement reflects continued progress in production efficiency, cost discipline, pricing strength, and operating scale. The margin milestone is important because, at higher gross margins, each incremental dollar of revenue can contribute more meaningfully toward covering fixed operating costs.

Management estimates that, assuming an approximate 35% gross margin level, Worksport would need to generate roughly $9 million in quarterly revenue to achieve operational cash-flow positivity. Worksport continues to target initial operational cash-flow positivity within 2026, supported by increased sales velocity and gross margins, expanding B2B distribution, ongoing B2C demand, and execution across its product portfolio.

New Meyer Distributing Relationship Expands Worksport's B2B Reach

Worksport also announced that it has secured Meyer Distributing as its first multinational distribution partner and has received an initial purchase order for Worksport tonneau covers. Meyer Distributing is one of North America's leading automotive aftermarket wholesale distribution networks, serving dealers across the United States, Canada, and international markets with over 3.5 million sq. ft. of warehouse space. Meyer was also recognized by the Specialty Equipment Market Association (SEMA) as Warehouse Distributor of the Year in 2010, 2015, and 2017.

For Worksport, the Meyer relationship represents more than an initial order. It marks a significant B2B milestone that gives the Company access to a larger base of recurring orders from thousands of dealers, installers, and aftermarket resellers across USA and Canada, at a time when Worksport is expanding production, launching new products, and targeting meaningful revenue growth in 2026.

The Company believes the addition of Meyer-combined with recently announced Tri-State Enterprises traction and existing wholesale and dealer relationships including Patriot Auto, and Worksport's expanding dealer network-strengthens its commercial platform and supports a larger recurring revenue opportunity as Worksport products move through established aftermarket sales channels.

$36M+ Annualized Revenue Opportunity Supported by B2C and B2B Growth

Worksport's B2C activity is currently tracking near approximately $1 million per month, or approximately $12 million annualized. Separately, B2B sales were recently tracking near approximately $0.7 million per month, or approximately $8.4 million annualized.

With the addition of Meyer Distributing, recent Tri-State momentum, existing channel relationships, and continued dealer network expansion, management believes B2B annualized revenue potential can expand toward $24 million or more over the next 12 months following activation and ramp-up of these relationships.

When combined with current B2C activity, this supports a total annualized revenue opportunity of approximately $36 million or more. Management believes this opportunity aligns with Worksport's previously stated near-term cash-flow positivity goals and reflects a more scalable commercial base than the Company had entering the year.

CEO Commentary

"We believe Worksport is entering a very different phase of the business," said Steven Rossi, Founder and Chief Executive Officer of Worksport. "Last week's investment reflected external confidence in our direction. Today's update demonstrates an operating foundation: expanding distribution, improving gross margins, compelling B2C activity, and a clear revenue path toward near-term operational cash-flow positivity."

Mr. Rossi added, "The Meyer relationship is an important step for our B2B strategy. Meyer is a respected name in automotive aftermarket distribution, and we believe its reach can help Worksport products move through a much larger dealer and installer network over time. Combined with Tri-State, Patriot Auto, AllPro, our expanding dealer base, and our new Nexus cover, we believe the commercial architecture needed to scale is coming together."

Mr. Rossi concluded, "At approximately 35% gross margin, Worksport looks very different than it did a year ago. Each additional dollar of revenue has more potential impact. Our objective remains clear: increase sales velocity, expand margins, convert inventory, grow distribution, and pursue initial operational cash-flow positivity within 2026. We believe the inflection point we have been working toward is beginning to take shape."

Worksport intends to continue updating shareholders as B2B onboarding, distributor sell-through, NEXUS adoption, margin progression, and overall revenue conversion progress through 2026.

Stay tuned for more information and join our mailing list to stay up to date with the latest: Join Worksport's Newsletter

Contacts

Investor Relations, Worksport Ltd.
T: 1 (888) 554-8789 ext. 128
W: investors.worksport.com
W: www.worksport.com
E: [email protected]

Connect with Worksport Chief Executive Officer, Steven Rossi

Steven Rossi X (Twitter)
Steven Rossi LinkedIn

About Worksport

Worksport Ltd. (Nasdaq: WKSP), through its subsidiaries, designs, develops, manufactures, and owns the intellectual property on a variety of tonneau covers, solar integrations, portable power systems, and clean heating & cooling solutions. Worksport's hard-folding cover, designed and manufactured in-house, is compatible with all major truck models and is gaining traction with newer truck makers including the electric vehicle (EV) sector. Worksport seeks to capitalize on the growing shift of consumer mindsets towards clean energy integrations with its proprietary solar solutions, mobile energy storage systems (ESS), and Cold-Climate Heat Pump (CCHP) technology. Terravis Energy's website is terravisenergy.com.

Connect with Worksport

Please follow the Company's social media accounts on X (previously Twitter), Facebook,

LinkedIn, YouTube, and Instagram, the links of which are links to external third-party websites, as well as sign up for the Company's newsletters at investors.worksport.com.

Social Media Disclaimer

The Company does not endorse, ensure the accuracy of, or accept any responsibility for any content on these third-party websites other than content published by the Company. Investors and others should note that the Company announces material financial information to our investors using our investor relations website, press releases, Securities and Exchange Commission ("SEC") filings, and public conference calls and webcasts. The Company also uses social media to announce Company news and other information. The Company encourages investors, the media, and others to review the information the Company publishes on social media. The Company does not selectively disclose material non-public information on social media. If there is any significant financial information, the Company will release it broadly to the public through a press release or SEC filing prior to publishing it on social media.

Forward-Looking Statements

The information contained herein may contain "forward‐looking statements." Forward‐looking statements reflect the current view about future events. When used in this press release, the words "anticipate," "believe," "estimate," "scheduled," "expect," "future," "intend," "plan," "project," "envisioned," "should," or the negative of these terms and similar expressions, as they relate to us or our management, identify forward‐looking statements. These statements are neither historical facts nor assurances of future performance. Instead, they are based only on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control. Our actual results and financial situation may differ materially from those indicated in the forward-looking statements. Therefore, you should not rely on any of these forward-looking statements. Important factors that could cause our actual results and financial condition to differ materially from those indicated in the forward-looking statements include, among others, the following: (i) supply chain delays; (ii) acceptance of our products by consumers; (iii) delays in or nonacceptance by third parties to sell our products; (iv) competition from other producers of similar products; and (v) with respect to any potential additional financing transactions, there can be no assurance that any such transactions will be consummated, and any such transactions would be subject to, among other things, market conditions, available shelf registration capacity, applicable regulatory requirements (including Nasdaq listing rules), negotiation and execution of definitive documentation on mutually acceptable terms, and approval by the Company's Board of Directors. More detailed information about the Company and the risk factors that may affect the realization of forward-looking statements is set forth in the Company's filings with the SEC, including, without limitation, our latest Annual Report on Form 10-K and our Quarterly Reports on Form 10-Q. Investors and security holders are urged to read these documents free of charge on the SEC's web site at www.sec.gov. As a result of these matters, changes in facts, assumptions not being realized or other circumstances, the Company's actual results may differ materially from the expected results discussed in the forward-looking statements contained in this press release. The forward-looking statements made in this press release are made only as of the date of this press release, and the Company undertakes no obligation to update them to reflect subsequent events or circumstances.

SOURCE: Worksport Ltd.

June 18, 2026 17:15 ET  | Source: Brookfield Business Corporation

BROOKFIELD, NEWS, June 18, 2026 (GLOBE NEWSWIRE) -- Brookfield Business Corporation (the “Corporation”) (NYSE, TSX: BBUC) today announced that all seven nominees proposed for election to the board of directors of the Corporation by holders of Class A Subordinate Voting Shares (“Class A Shares”) and holders of Class B Multiple Voting Shares (“Class B Shares”) were elected at the Corporation’s annual general meeting of shareholders held on June 18, 2026 in a virtual meeting format. Detailed results of the vote for the election of directors are set out below.

In accordance with the Corporation’s articles, each Class A Share was entitled to one vote per share, representing a 25% voting interest in the Corporation in the aggregate, and the Class B Shares were entitled to a total of 619,477,914 votes in the aggregate, representing a 75% voting interest in the Corporation.

The following is a summary of the votes cast by holders of Class A Shares and Class B Shares, voting together as a single class, in regard to the election of the seven directors:

Director NomineeVotes For%Votes Withheld%Cyrus Madon799,309,202  98.819,617,720  1.19Jeffrey Blidner798,044,218  98.6510,882,704  1.35David Court806,262,464  99.672,664,458  0.33Stephen Girsky799,558,183  98.849,368,739  1.16Paul Farrell808,694,328  99.97232,594  0.03Lori Pearson798,845,607  98.7510,081,315  1.25Patricia Zuccotti808,790,386  99.98136,536  0.02
A summary of all votes cast by holders of the Class A Shares and Class B Shares represented at the Corporation’s annual meeting of shareholders is available on SEDAR+ at www.sedarplus.ca.

Brookfield Business Corporation (NYSE, TSX: BBUC) is a global owner and operator of vital industrial and business services operations. Our objective is to acquire market-leading businesses for value, execute our operational improvement plans to increase cash flows, and recycle capital to compound long-term growth. For more information, please visit https://bbuc.brookfield.com.

Brookfield Business Corporation is the flagship listed vehicle of Brookfield Asset Management’s Private Equity Group. Brookfield Asset Management is a leading global alternative asset manager with over $1 trillion of assets under management.

For more information, please contact:

Media:Investors:Marie FullerAlan FlemingTel: +44 207 408 8375Tel: +1 (416) 645-2736Email: [email protected]: [email protected]

Key Takeaways GEV added 26 GW of generating capacity in 2025; 47% was deployed in developing economies.GEV energized 68 GW of new power transformers, supporting grid expansion and modernization.GEV cut Scope 1 and 2 emissions 27% year over year; 53% of major products follow its 4R framework. GE Vernova Inc.’s (GEV - Free Report) sustainability strategy is becoming an increasingly important part of its long-term investment story. Recently, GEV released its 2025 Sustainability Report highlighting progress across its mission to "electrify the world to thrive and decarbonize."

One of the most significant achievements was the addition of 26 gigawatts (GW) of new generating capacity during 2025. Nearly 47% of this capacity was deployed in developing and emerging economies, helping improve electricity access while supporting economic growth. The company also energized 68 GW of new power transformers, reinforcing its role in expanding and modernizing electric grids around the world.

GEV reported that the carbon intensity of new generating capacity brought online during 2025 was nearly 31% below the global average carbon intensity of the existing power grid. In addition, technologies deployed by the company helped avoid an estimated 22 million metric tons of carbon dioxide emissions compared with conventional alternatives.

The company reduced its Scope 1 and Scope 2 greenhouse gas emissions by 27% year over year in 2025 and by 64% from 2019 levels. At the same time, its circular economy initiatives expanded, with 53% of its major products now covered under its 4R framework of Rethink, Reduce, Reuse and Recycle.

Its diverse portfolio of power generation, grid and emerging energy technologies enables the company to address growing needs for reliable, affordable and lower-emission energy solutions, while its sustainability initiatives may support long-term growth and strengthen its competitive advantages.

Companies Benefiting From Energy Transition & Sustainability InvestmentsSeveral companies are also positioned to benefit from growing investments in cleaner energy technologies and grid modernization, as discussed below:

Eaton Corporation plc (ETN - Free Report) continues to benefit from growing demand for electrical equipment, grid modernization projects and data center infrastructure.

Schneider Electric (SBGSY - Free Report) provides energy-efficient, electrification and sustainability solutions that help customers reduce emissions and optimize power consumption.

GEV Stock’s Earnings EstimatesThe Zacks Consensus Estimate for 2026 earnings per share (EPS) indicates an increase of 72.92% and that for 2027 EPS implies a decline of 20.31% year over year.

Image Source: Zacks Investment Research

GEV Stock Trading at a PremiumGEV is trading at a premium relative to the industry, with a forward 12-month price-to-earnings of 40.05X compared with the industry average of 21.96X.

Image Source: Zacks Investment Research

GEV Stock’s Price PerformanceIn the past three months, the company’s shares have risen 29.3% compared with the industry’s 0.3% growth.

Image Source: Zacks Investment Research

GEV’s Zacks RankThe company currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Like any other new industry, the artificial intelligence (AI) business continues to evolve as it grows. It's getting better -- and more cost-effective -- by figuring out where it's deficient. And right now, its biggest roadblocks are a lack of memory chips, a strained supply of power, and networking solutions without nearly enough throughput capacity.

It's not afraid to spend big money shoring up these problems either. Given recent spending outlooks from top names in the AI infrastructure business, such as Microsoft, Amazon, and Alphabet's Google, Goldman Sachs now expects $765 billion worth of AI infrastructure investments to be made this year alone. The lion's share of these are outlays likely to be directed at the three aforementioned bottlenecks.

And this raises the question: Which companies are best positioned to benefit from this anticipated capital spending? Here's a closer look at a good guess for each category.

Image source: Getty Images.

Power: GE Vernova Ordinary utility companies are obviously beneficiaries of the soaring demand for electricity related to the proliferation of AI data centers. The International Energy Agency expects data centers' total power consumption to roughly double between now and 2030, to 945 TWh (terawatt hours). That's enough electricity to support a few dozen major cities.

The only problem? Most utility companies aren't in a great capital position to add the required electricity production capacity in the time frame they need to. In a rush, many of them are passing along their new build-out costs to consumers in the form of higher rates, which works, but isn't sustainable. In the long run, artificial intelligence data centers need to provide their own power.

Enter GE Vernova (GEV +2.40%).

Yes, this is an offshoot of the old conglomerate you knew as General Electric, which began breaking itself up into more manageable pieces back in 2021. GE Vernova is the power arm of the iconic name, offering everything from wind turbines to grid management solutions to a nuclear power plant service.

Today's Change

(

2.40

%) $

24.88

Current Price

$

1059.86

Perhaps its most meaningful contribution to the next chapter of the AI revolution, however, is its well-proven, power-generating natural gas turbines.

Although originally built with utility companies in mind, with each one capable of producing a few hundred megawatts' worth of electricity, these sizable turbines are proving to be a practical solution for AI operators looking for self-sufficiency. It's providing 29 of its LM2500XPRESS gas turbines to AI infrastructure outfit Crusoe, for instance, while oil giant Chevron is testing one of its natural gas turbines as a source of power for a utility service intended to specifically serve AI data centers outside of the industry's consumer-facing ecosystem.

For perspective, while this power arm's revenue grew 10% year over year to $5 billion in Q1, it took $10 billion worth of new equipment orders during the same quarter. Indeed, the companywide backlog now stands at $163 billion, compared to Q1's total revenue of only $9.3 billion.

Memory: Micron Technology There are really only three major computer memory manufacturers -- Micron Technology (MU 0.43%), SK Hynix, and Samsung -- and shares of all three are well up since the global memory chip shortage reached critical levels in mid-2025. Be careful buying into any of them.

If you're looking for a specific one to step into on its next opportune pullback, though, Micron is arguably your best bet. Why? Although it's not the biggest in terms of total market share, it is the most focused player in the business and, arguably, best equipped for the future for a couple of reasons.

Today's Change

(

-0.43

%) $

-4.47

Current Price

$

1047.30

One of these reasons is how it does business. The company's signing more and more long-term strategic customer agreements, as opposed to more straightforward long-term agreements. As CEO Sanjay Mehrotra commented in March's second-quarter earnings conference call, "We continue to work with customers on strategic customer agreements, or SCAs, that are different from prior LTAs and have specific commitments over a multiyear time horizon for improved visibility and stability in our business model." He added, "We are excited to have signed our first five-year SCA."

The other distinguishing competitive edge is Micron's expertise at designing and manufacturing high-bandwidth memory (HBM) that not only consumes less total power but also occupies less room on a data center circuit board. Micron is sold out of this high-margin memory into 2027, but this dynamic could linger well beyond next year. An outlook from Precedence Research suggests the high-bandwidth memory chip market alone is poised to grow at an average annual pace of more than 25% through 2035.

Optical bandwidth: Marvell Technology Finally, you probably know that Broadcom is one of the market's most-mentioned data center networking names, largely reflecting its size and long-established business. And if you own (or will own) a stake in this company, you'll be fine.

If you're looking for a name that packs a little more punch because it's smaller and scrappier, though, Marvell Technology (MRVL 2.77%) may be your better bet.

But first things first. What's optical bandwidth?

Today's Change

(

-2.77

%) $

-7.74

Current Price

$

271.30

You likely understand that a data center is mostly just thousands of computers linked together into a single, unified "brain." But, in that artificial intelligence data centers are analyzing as well as producing massive amounts of digital data, the routers, switches, and other networking solutions of yesteryear just aren't up to the modern-day task anymore. The industry needs to move information at the speed of light -- literally -- using equipment that sends and receives data using fiber-optic connections. To this end, Goldman Sachs believes the optical networking market will eventually grow ninefold to a $150 billion-plus business.

Marvell makes such equipment. For instance, earlier this month, the company unveiled the industry's first-ever switch capable of processing 102.4 terabits of digital data every second, allowing AI data centers to achieve the next level of computing performance.

Simply being in the right business at the right time doesn't make Marvell a must-have, however. Although it certainly helps, Marvell Technology's distinguishing advantage is that it designs and manufactures complete turn-key AI data center networking systems that include Ethernet controllers, disk drive controllers, and even custom-built computing processors that all seamlessly work together. Last quarter's top-line year-over-year growth of 28% speaks volumes about demand for its technology, as does the 40% growth analysts expect for the full fiscal year.

Key Takeaways Talen's outlook across nuclear and natural gas is impressive, and TLN stock is poised for a breakout.GE Vernova is one of the best long-term investments in the AI-boosted energy boom. Investors looking to buy stocks now to close out June and in the second half of 2026 should consider best-in-class stocks across nuclear and AI energy.

These stocks are benefiting from the artificial intelligence arms race no matter which of the AI hyperscalers and the other giants, such as OpenAI, grab the biggest share of the market.

There’s also no telling how AI technologies, and more importantly, their monetization, will evolve in the coming years. This backdrop makes it difficult to pick AI winners.

Why Investors Should Buy Nuclear and AI Energy StocksWhat we do know right now is that the U.S. energy and electricity grid was already due for hundreds of billions of dollars of investment to repair and expand after decades of underinvestment and flat-out neglect in some cases.

On top of that, AI data centers consume as much electricity as mid-sized cities. The U.S. is also attempting to reshore more critical manufacturing and boost its industrial base across semiconductors, rare earths, defense & aerospace, and beyond.

The AI arms race, coupled with the electrification push and the reshoring of critical manufacturing, are projected to increase U.S. electricity demand 25% by 2030 and 75% to 100% by 2050.

The next 10 years alone are projected to require more new electricity generation than any period in U.S. history. This backdrop is why the U.S. government is aiming to help quadruple U.S. nuclear capacity by 2050 as part of a growing all-of-the-above approach to energy expansion.

Image Source: Zacks Investment Research

The two market-crushing nuclear and AI energy stocks we dive into today—Talen Energy and GE Vernova—are poised to keep growing as the most important pillars of the U.S. and global economies—big tech, Wall Street, and the U.S. government—throw their money and influence behind the energy and grid supercycle that’s required to power a thriving growth economy for the rest of the 21st century and beyond. 

Both nuclear energy stocks also handily outclimbed the Zacks Tech sector, as well as Nvidia and tons of other pure-play AI stocks over the past two years.

TLN and GEV are sitting at the cusp of potential technical breakouts into new trading ranges. 

Buy Amazon Partner Talen Energy and Hold Forever?Talen Energy (TLN - Free Report)  is a leading independent power producer that’s a direct long-term investment in the growing relationship between AI and nuclear energy, as well as natural gas. On top of the huge push for nuclear power, AI hyperscalers are locking up long-term power agreements with natural gas plants as they race to secure reliable power for their AI data centers.

Talen owns and operates 13.1 gigawatts of power infrastructure, including 2.2 GW of nuclear power. It was at the vanguard of the relationship between AI and nuclear via a deal with Amazon (AMZN - Free Report) . Speaking of the hyperscalers, Talen said last quarter that it sees further upside from “acceleration of the Amazon ramp” in the existing agreement, along with potential for new data center contracting opportunities.

Image Source: Zacks Investment Research

TLN has expanded aggressively through natural gas deals, adding roughly 5.5+ GW of natural gas-fired generation capacity in the last 12–18 months. These deals meaningfully boost its free cash flow expansion and provide it with long-term upside in data center-heavy areas of the U.S. Talen reaffirmed its 2026 guidance in early May.

The company is projected to grow its adjusted earnings by 270% in 2026 and another 31% next year to climb from $6.17 a share in 2025 to $29.97 in 2027. TLN is expected to expand its revenue by 59% this year and another 21% next year, roughly doubling its revenue in the process.

Wall Street is high on the stock, with 11 of the 14 brokerage recommendations Zacks has at “Strong Buys.” TLN stock has soared around 260% in the past two years—Talen uplisted from OTCQX to the NASDAQ Global Select Market in July 2024.

Image Source: Zacks Investment Research

TLN had chopped around since its July 2025 breakout. The AI energy stock's ~30% surge since June 10 has it on the verge of testing its October peaks and entering a new trading range.

The nuclear energy stock is also on the cusp of completing the bullish golden cross, with its 50-day moving average on the verge of climbing above its longer-dated 200-day.

Talen trades at 16.6X forward 12-month earnings, which marks a 22% discount to its median and a 33% discount to the Zacks Alt. Energy Industry (even though Talen has climbed ~260% in two years vs. its industry’s 76%.

Why GEV is a Must-Buy AI Energy Stock and a Potential Wall Street TitanGE Vernova’s (GEV - Free Report)  customers reportedly generate 25% of global electricity via its installed base of technologies. GEV’s portfolio spans nuclear energy technologies, natural gas, electrification, and more. The GE spin-off is well-positioned to thrive in the AI energy age and become one of the most critical energy infrastructure and technology companies of the 21st Century.

GEV’s growing portfolio is full of everything that the AI hyperscalers love, especially nuclear energy and natural gas. Its power segment orders soared 59% in Q1, led by its gas turbines unit, while its Electrification unit orders increased 86% organically.

Image Source: Zacks Investment Research

Meanwhile, it has provided nuclear turbine technologies and services for all reactor types for decades. Plus, GEV is one of just a handful of likely winners in the next-gen small modular nuclear reactor industry. SMRs have blockbuster potential in a future where they directly power AI data centers, industrial and manufacturing plants, cities, and even Moon bases.

The company in late 2025 stated that its “electrification backlog will double in the next 3 years.” GEV added $13 billion to its backlog in Q1, taking its total to $163 ‌billion (up from $116 billion when it spun off), boosted by an 80% increase in its “equipment backlog at considerably better margins.”

GEV is projected to post 19% sales growth in 2026 and 14% higher next year to reach nearly $52 billion. The company is expected to grow its adjusted earnings by 73% in 2026 and then pull back slightly in 2027. Management now expects its backlog to reach $200 billion by 2027, a full year earlier than its previous forecast.

CEO Scott Strazik said on its Q1 earnings call that its “growth is just starting, and there is no company better positioned to serve and transform the global electricity system than GE Vernova."

Image Source: Zacks Investment Research

The AI energy powerhouse also doubled its quarterly dividend for 2026 and raised its repurchase authorization to $10 billion from $6 billion. The AI energy stock skyrocketed 700% from its early April 2024 IPO, crushing Amazon’s 29%, Nvidia’s (NVDA - Free Report)  130%, and tons of pure-play AI companies.

All it needs now is a little nudge to break out to new all-time highs after GE Vernova climbed around 1.5% on Monday. The stock gave up a larger gain as it faced some resistance at its April peaks.

For those looking to find strong Oils-Energy stocks, it is prudent to search for companies in the group that are outperforming their peers. GE Vernova (GEV - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Oils-Energy sector should help us answer this question.

GE Vernova is a member of the Oils-Energy sector. This group includes 238 individual stocks and currently holds a Zacks Sector Rank of #7. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.

The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. GE Vernova is currently sporting a Zacks Rank of #2 (Buy).

Within the past quarter, the Zacks Consensus Estimate for GEV's full-year earnings has moved 6% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.

Our latest available data shows that GEV has returned about 72.5% since the start of the calendar year. At the same time, Oils-Energy stocks have gained an average of 21.4%. As we can see, GE Vernova is performing better than its sector in the calendar year.

Liberty Energy (LBRT - Free Report) is another Oils-Energy stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 50.9%.

In Liberty Energy's case, the consensus EPS estimate for the current year increased 162.6% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).

To break things down more, GE Vernova belongs to the Alternative Energy - Other industry, a group that includes 50 individual companies and currently sits at #104 in the Zacks Industry Rank. This group has gained an average of 23.3% so far this year, so GEV is performing better in this area.

In contrast, Liberty Energy falls under the Oil and Gas - Field Services industry. Currently, this industry has 19 stocks and is ranked #176. Since the beginning of the year, the industry has moved +32.4%.

Going forward, investors interested in Oils-Energy stocks should continue to pay close attention to GE Vernova and Liberty Energy as they could maintain their solid performance.