Hagens Berman vyšetřuje Peabody Energy kvůli údajnému klamání investorů ohledně provozu a produkce dolu Centurion v Austrálii. Firma už čelí hromadné žalobě.
, /PRNewswire/ -- Hagens Berman, a leading national shareholder rights law firm, is conducting an investigation into Peabody Energy Corporation (NYSE: BTU) regarding alleged violations of federal securities laws. This investigation follows the recent filing of a class action lawsuit, which alleges that Peabody misled investors concerning the operational status and production capabilities of its flagship underground longwall metallurgical coal mine, Centurion, in Queensland, Australia.
INVESTOR NOTICE: DEADLINE APPROACHING
Action: Submit your Peabody losses here Class Period: Oct. 14, 2024 – May 4, 2026 Lead Plaintiff Deadline: Aug. 24, 2026 Visit: www.hbsslaw.com/investor-fraud/btu Contact the Firm Now: [email protected] | 844-916-0895 Focus of Peabody Energy (BTU) Securities Class Action:
The pending securities class action alleges that Peabody and its management made materially false and misleading statements regarding the true state of the Centurion mine and its readiness to achieve full-scale production. The complaint contends that throughout the class period, the company repeatedly assured investors that development was on track—highlighting in February 2026 that the team was installing the "very last shield" and that mining of premier metallurgical coal had begun.
Plaintiffs allege these statements were false because the company was encountering mechanical, electrical, and operational issues that severely impaired the ramp-up, all of which management allegedly knew or recklessly disregarded while maintaining positive production and financial guidance.
The truth behind these alleged misrepresentations emerged in stages through surprise disclosures. On March 30, 2026, Peabody filed a current report with the SEC abruptly slashing its first-quarter Centurion production guidance from approximately 700,000 tons down to roughly 250,000 tons.
The news sent the price of Peabody shares down almost 10%.
Subsequently, on May 5, 2026, the company disclosed further setbacks, lowering its full-year sales outlook for Centurion to 2.5 million tons and citing commissioning and operational headwinds. This full year 28% reduction helped send the price of Peabody shares down nearly 6%.
"Our investigation is actively probing the full scope of these pending claims to determine exactly when Peabody's management knew that the production ramp-up at the Centurion mine was falling off track," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation of the alleged claim in the pending suit.
Investor Rights
Investors who purchased or acquired Peabody Energy common stock during the Class Period are encouraged to contact our legal team:
Report your losses to HBSS: Click here Email: [email protected] Phone: 844-916-0895 If you'd like more information and answers to other frequently asked questions about the Peabody case and the firm's investigation, read more.
Whistleblowers: Persons with non-public information regarding Peabody Energy should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Kinder Morgan má backlog 9,6 miliardy USD, z toho 92 % tvoří projekty plynové infrastruktury. Více než 60 % podporuje výrobu elektřiny a lokální distribuci, včetně LNG a datových center.
Key Takeaways Kinder Morgan's $9.6 billion backlog is 92% tied to natural gas infrastructure projects.Kinder Morgan is expanding pipeline capacity to meet rising power generation, LNG and data center demand.Kinder Morgan eyes more than $10 billion of additional project opportunities beyond its existing backlog. Kinder Morgan, Inc. (KMI - Free Report) is entering a growth phase shaped by electricity demand, liquefied natural gas development and utility needs rather than a simple commodity-price upswing.
The company’s opportunity centers on contracted infrastructure. Long-term agreements remain the bridge between supply basins and demand centers that need reliable natural gas transportation and storage.
KMI Gains From Power and Utility DemandKinder Morgan’s project backlog stood at $9.6 billion at the end of the second quarter of 2026. Natural gas projects accounted for about 92% of that backlog, keeping the company’s growth agenda focused on its largest infrastructure franchise.
More than 60% of the backlog supports power generation and local distribution company demand. That mix gives KMI a longer-duration channel tied to electric reliability, population growth and the need for additional gas-fired generation.
KMI’s theme overlaps with other midstream names. The Williams Companies, Inc. (WMB - Free Report) offers investors another way to evaluate natural gas infrastructure exposure, while ONEOK, Inc. (OKE - Free Report) brings a broader midstream mix that includes natural gas liquids, gas gathering and processing, pipelines and refined products.
Kinder Morgan Targets Data Center GrowthThe Amarillo Expansion shows how digital infrastructure is becoming part of the gas-transportation story. Natural Gas Pipeline Company of America is developing the project to serve Texas Panhandle demand, including additional data center development.
The project is expected to provide up to about 550,000 dekatherms per day of incremental firm transportation capacity. All capacity is fully subscribed under a long-term contract, and the approximately $200 million project carries a Kinder Morgan share of about $75 million.
KMI Builds Capacity for LNG ExpansionKinder Morgan is also developing projects to serve roughly 3 billion cubic feet per day of additional liquefied natural gas demand. That opportunity sits beside more than 10 billion cubic feet per day of power-sector demand under development across its gas pipeline network.
The company’s Gulf Coast position matters because export-related demand requires both pipeline takeaway and storage flexibility. As liquefied natural gas capacity expands, KMI’s links to supply basins may help turn demand growth into contracted transportation projects.
Kinder Morgan Sees a Large Project FunnelKMI’s opportunity set exceeds $10 billion beyond projects already sanctioned. Management said it expects significant additions before year-end, likely more than offsetting about $1 billion of projects expected to enter service during the second half of 2026.
This prospective funnel is separate from the existing backlog. Projects still need commercial support, and management’s process remains contract-driven, with final investment decisions tied to agreements that support acceptable returns.
KMI Faces a Capital-Intensive Growth CycleHigh demand on Kinder Morgan’s gas systems is a favorable signal, but it also changes the growth equation. When assets are already highly utilized, future volume growth increasingly depends on new construction instead of simply filling unused capacity.
That raises execution risk. The company has discussed more than $3 billion of annual expansion capital spending based on the current backlog, while large projects still face permitting, regulatory, cost-control and timing risks.
Kinder Morgan’s Earnings Outlook and Estimate TrendsKinder Morgan’s earnings outlook is tied to a multi-year growth cycle, with consensus EPS expected to rise from 83 cents in 2026 to $1.33 in 2027. While the current quarter estimate shows a year-over-year decline, estimates for second-quarter 2026 earnings, full-year 2026 earnings and full-year 2027 earnings point to improving earnings expectations as power, utility and LNG-related infrastructure demand builds.
Image Source: Zacks Investment Research
KMI’s Trend Exposure Remains ConcentratedThe bottom line is that power, liquefied natural gas and utility demand may create a multi-year infrastructure cycle for Kinder Morgan. The opportunity is meaningful because it is tied to contracted capacity, not just short-term changes in gas prices.
The concentration also matters. Natural gas projects dominate the backlog, and low-carbon exposure through renewable natural gas and related activities remains limited relative to the scale of the gas buildout.
KMI currently carries a Zacks Rank #3 (Hold). That rank fits a stock with visible upside drivers but enough uncertainty to keep the investment stance measured. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
KMI has a Momentum Score of A, Value Score of C, Growth Score of C and VGM Score of C.
Its Momentum Score of A supports the idea that the stock has favorable near-term trading characteristics, while its Value Score of C, Growth Score of C and VGM Score of C point to a more neutral broader style profile.
The score mix fits the article’s main takeaway. KMI’s infrastructure-cycle thesis has stronger support from momentum than from standout value or growth signals, so investors may want to weigh the backlog opportunity against execution demands and concentrated gas exposure.
Analytici čekají, že Hershey vykáže zisk 1,45 USD na akcii, což je meziročně o 19,8 % více, a tržby 2,65 miliardy USD. Odhad EPS byl za posledních 30 dní snížen o 1,1 %.
Wall Street analysts expect Hershey (HSY - Free Report) to post quarterly earnings of $1.45 per share in its upcoming report, which indicates a year-over-year increase of 19.8%. Revenues are expected to be $2.65 billion, up 1.3% from the year-ago quarter.
The consensus EPS estimate for the quarter has been revised 1.1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.
Bearing this in mind, let's now explore the average estimates of specific Hershey metrics that are commonly monitored and projected by Wall Street analysts.
The collective assessment of analysts points to an estimated 'Net Sales- North America Salty Snacks' of $370.37 million. The estimate points to a change of +17.4% from the year-ago quarter.
Analysts forecast 'Net Sales- North America' to reach $2.42 billion. The estimate suggests a change of +0.7% year over year.
Based on the collective assessment of analysts, 'Net Sales- International' should arrive at $213.65 million. The estimate suggests a change of 0% year over year.
The average prediction of analysts places 'Net Sales- North America Confectionery' at $2.05 billion. The estimate indicates a year-over-year change of -1.9%.
Analysts expect 'Segment Income (loss)- North America Confectionery' to come in at $572.76 million. Compared to the present estimate, the company reported $503.93 million in the same quarter last year.
The combined assessment of analysts suggests that 'Segment Income (loss)- North America Salty Snacks' will likely reach $71.36 million. The estimate is in contrast to the year-ago figure of $66.48 million.
The consensus among analysts is that 'Segment income (loss)- International' will reach $13.15 million. Compared to the present estimate, the company reported $19.80 million in the same quarter last year.
According to the collective judgment of analysts, 'Segment income (loss)- North America' should come in at $644.12 million. The estimate is in contrast to the year-ago figure of $570.41 million.
View all Key Company Metrics for Hershey here>>>
Over the past month, shares of Hershey have returned -0.8% versus the Zacks S&P 500 composite's +1.7% change. Currently, HSY carries a Zacks Rank #4 (Sell), suggesting that it may underperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Sei Labs předložila návrh SIP-5, který má umožnit stávajícím účtům na Sei přidat kvantově odolný klíč bez změny adresy ani zůstatku. Cílem je připravit síť na budoucí hrozbu kvantových počítačů.
TL;DR: Sei Labs has shared a new proposal, SIP-5, that lays out how existing accounts can stay safe once quantum computers are powerful enough to break today’s cryptography. The plan lets users keep current addresses and balances, allowing you to add a quantum-resistant key when you are ready, and does it all well before any real threat exists.
What is SIP-5Every EVM blockchain today rests on the same kind of cryptography. It works because the math behind it is impossible for classical computers to reverse. A powerful enough quantum computer would change that. In theory, it could take a public key that has already been seen onchain and work backward to the private key that controls the account.
That machine does not exist yet, but many experts believe the timeline for one is accelerating. The point of SIP-5 is to introduce a solution well before a threat exists.
SIP-5 is Sei Lab’s proposed path for upgrading existing accounts to quantum-resistant security without breaking anything people already rely on. It is a proposal, shared openly, so the ecosystem can look at it and decide together how to move forward.
Why this is the right time to talk about itQuantum computers capable of breaking today’s signatures are not here. Waiting until the threat is imminent, however, means designing the fix under pressure. Rushing such an upgrade could introduce many implementation risks.
SIP-5 takes the opposite stance. It proposes adding the quantum-resistant option far in advance, so the solution is in place well before the threat exists. And, if the timeline moves faster than anyone expects, the network is already prepared.
What it would mean for account holders on SeiYour address will stay the same. Your balance will stay the same, as will your transaction history, approvals, and the contracts you interact with. SIP-5 is built specifically to avoid forcing users to abandon their old accounts.
Under SIP-5, when you are ready, you attach a new quantum-resistant key to your existing account. From that point on, the account would be protected by the new key. Under the proposal, you would also choose your own pace. You can move early if you want the extra security sooner, or you can wait.
The real trade-offsThis approach has two trade-offs, which is why Sei Labs is not proposing it as something to immediately be implemented.
The first is that there is a future cutoff point, set by governance if and when the plan is adopted, after which an account can only continue to send transactions if it has already added its quantum-resistant key.
An account that never adds one would still be able to receive funds, but it would no longer be able to send. That is the practical reason the option is being introduced so far ahead of time. The window to prepare is meant to be long and unhurried, which is only possible if the conversation starts now.
The second trade-off is that upgrading to post-quantum signatures will slow the performance of every EVM blockchain. Today’s post-quantum signature schemes are many times larger than existing signature schemes. That means bigger messages to broadcast across the network, so fewer can be sent at once.
To solve for these tradeoffs Sei Labs is simultaneously proposing the emergency solution that SIP-5 provides, and beginning work on finding an even better solution through new, high-performance post-quantum cryptography.
Where this fitsSIP-5 is a proposal and it is written that way on purpose. It defines the minimum needed to keep accounts working across a quantum transition and leaves the bigger governance decisions for the moment they actually become relevant. Wallets, explorers, and other tooling would need time to add support, and the proposal calls for that groundwork to be in place before any cutoff is ever set.
A network built for modern trading has to plan for long term threats that are not immediate today. SIP-5 is what that looks like in practice.
Read the full proposal here: https://github.com/sei-protocol/sips/blob/main/sips/sip-5.md
Amkor po výsledcích hospodaření klesl, ale hlavní příběh je růst marží díky AI a partnerství s NVIDIA. Slabší výhled tržeb souvisí s dočasnými faktory a přesunem výroby SiP z Jižní Koreje do Vietnamu.
Amkor’s NASDAQ: AMKR Q2 earnings release, the guidance, specifically, left the market wanting a little more, but the revenue miss isn’t the story.
Amkor Technology Today
AMKR
Amkor Technology
$46.38 -14.33 (-23.60%)
As of 11:34 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$21.57▼
$96.68Dividend Yield0.71%
P/E Ratio26.47
Price Target$68.13
The revenue miss was linked to one-offs, including high-bandwidth (HBM) memory shortages, which are completely out of Amkor’s control, product timing, and an internal shift aimed at unlocking higher-margin business. The real story in 2026 is how Amkor is unlocking higher margins with AI and how margins are expected to continue expanding.
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Amkor is an advanced packager, performing the complicated manufacturing steps required to complete advanced semiconductor products such as NVIDIA’s NASDAQ: NVDA AI-capable GPUs, and its services are in demand. Demand is increasing capacity utilization, improving margins at all levels, and is sufficient to drive capacity expansions as the underlying technology continues to advance. What this means for investors is significant improvement in operating leverage, cash flow, and sustainable increases in shareholder value.
Amkor’s Balance Sheet Reflects Its Strong PositionAmkor’s balance sheet gives a clear indication of its position. Q2 highlights include a 25% year-to-date increase in cash and equivalents, more than $2.5 billion in readily available liquidity, approximately zero net debt, and improving equity. Leverage is low, with long-term debt about 0.55x the equity, leaving the company in a healthy and flexible financial position, able to continue executing strategy while paying dividends. The dividends aren’t substantial, yielding approximately 0.7% as of late July, but help keep sell-side participants interested, a critical factor in 2026.
Analysts are bullish on AMKR this year. They noted soft guidance in their responses to the Q2 release but overlooked the near-term weakness in favor of long-term opportunities, including the recently announced partnership with NVIDIA, which includes $1.5 billion in prepayments intended to support Amkor’s U.S. operations and advanced-packaging expansion. A bonus at face value, the long-term implications are equally bullish, cementing Amkor as a leading provider of advanced-packaging services and critical to AI infrastructure globally.
No rating or price target changes were issued immediately after the release, leaving the trend in place. As it stands, MarketBeat data reveals 11 current ratings and steady coverage, sufficient for a moderate conviction in the consensus Moderate Buy, a 55% Buy-side bias in the data, and an uptrend in the price targets. The only bad news is that consensus offered only 15% upside relative to the pre-release closing price and the high-end limits upside to the recent highs. The caveat is that this market is still in discovery mode with clear tailwinds to drive it; a move to new highs is likely and also indicated by the charts.
Amkor’s Market Is Amid a Secular ShiftAmkor’s summer price action isn’t particularly bullish, with the market correcting from an early-year peak prior to the release, but investors shouldn’t focus too much on the correction. Amkor’s business is amid a secular change, from legacy demand to AI-critical demand, and this shift is reflected in the long-term price action. The monthly chart shows AMKR blasting through its DotCom-era resistance with increasing volume and a MACD convergence.
These signals suggest an inflection point was crossed and bring robust targets into play. The base case is an advance equal to the range preceding the breakout, a move that can add $60 to the breakout point. In this scenario, AMKR’s price action can move up to the $120 level within the next few quarters, and it will likely move higher. Other tech names that have crossed the comparable threshold went on to rise by several hundred basis points.
What the market gets wrong is that Amkor isn’t a legacy manufacturer anymore. Amkor Technology is a high-tech bottleneck in the AI buildout, critical to unleashing capacity. Without it, NVIDIA’s ability to supply GPUs is curtailed, and along with it the remainder of the industry. The deal with NVIDIA deepens its moat, providing a multiyear runway of non-dilutive, no-interest capital to fund its expansion plans. In this scenario, Amkor Technology’s stock price deserves a premium, and there is yet to be one priced into the market.
Amkor’s biggest risk this year is migrating its SiP production from South Korea to Vietnam. The disruption was seen in the Q3 guidance, which included weaker-than-expected revenue growth, but also in the margin. The shift opens capacity for higher-margin manufacturing at the South Korean facility, aiding the outlook for sequential margin improvement. As it stands, gross margin increased by 400 basis points (bps) year over year in Q2 and is expected to continue widening in Q3 and through year’s end.
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MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.
Sixth Street (TSLX) má podle odhadů za čtvrtletí vykázat zisk 0,41 USD na akcii a výnosy 96,41 mil. USD. Kombinace Earnings ESP +1,45 % a Zacks Rank #3 naznačuje možné překonání odhadů.
Wall Street expects a year-over-year decline in earnings on lower revenues when Sixth Street (TSLX - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 4. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis business development company is expected to post quarterly earnings of $0.41 per share in its upcoming report, which represents a year-over-year change of -26.8%.
Revenues are expected to be $96.41 million, down 16.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.59% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Sixth St?For Sixth St, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.45%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Sixth St will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Sixth St would post earnings of $0.49 per share when it actually produced earnings of $0.42, delivering a surprise of -14.29%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Sixth St appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Exelon má podle odhadů vykázat zisk na akcii 0,43 USD a tržby 5,72 miliardy USD, což znamená meziroční růst o 10,3 % a 5,3 %. Odhad EPS byl za posledních 30 dní snížen o 3,6 %.
Wall Street analysts forecast that Exelon (EXC - Free Report) will report quarterly earnings of $0.43 per share in its upcoming release, pointing to a year-over-year increase of 10.3%. It is anticipated that revenues will amount to $5.72 billion, exhibiting an increase of 5.3% compared to the year-ago quarter.
The current level reflects a downward revision of 3.6% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
Bearing this in mind, let's now explore the average estimates of specific Exelon metrics that are commonly monitored and projected by Wall Street analysts.
The combined assessment of analysts suggests that 'Operating revenues- PHI' will likely reach $1.61 billion. The estimate suggests a change of +1.7% year over year.
Analysts forecast 'Operating revenues- BGE' to reach $1.05 billion. The estimate suggests a change of +1.8% year over year.
Analysts expect 'Operating revenues- PECO' to come in at $1.05 billion. The estimate indicates a change of +5.2% from the prior-year quarter.
Analysts' assessment points toward 'Operating revenues- ComEd' reaching $1.97 billion. The estimate indicates a change of +7.1% from the prior-year quarter.
Based on the collective assessment of analysts, 'Adjusted Operating Earnings (non-GAAP)- ComEd' should arrive at $290.77 million. Compared to the current estimate, the company reported $228.00 million in the same quarter of the previous year.
The average prediction of analysts places 'Adjusted Operating Earnings (non-GAAP)- PHI' at $146.16 million. The estimate compares to the year-ago value of $144.00 million.
The consensus among analysts is that 'Adjusted Operating Earnings (non-GAAP)- BGE' will reach $49.49 million. Compared to the present estimate, the company reported $55.00 million in the same quarter last year.
The collective assessment of analysts points to an estimated 'Adjusted Operating Earnings (non-GAAP)- PECO' of $122.24 million. Compared to the present estimate, the company reported $136.00 million in the same quarter last year.
View all Key Company Metrics for Exelon here>>>
Over the past month, Exelon shares have remained unchanged versus the Zacks S&P 500 composite's +1.7% change. Based on its Zacks Rank #2 (Buy), EXC will likely outperform the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways CRS Q4 sales are expected to rise 12.2% y/y to $847.8 million, with EPS growing 37.1%.Carpenter Technology is seeing strength in aerospace, defense and medical applications, supporting growth.CRS expects productivity, pricing and product mix gains to help offset medical and distribution headwinds. Carpenter Technology Corporation (CRS - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on July 30, before the opening bell.
The Zacks Consensus Estimate for CRS’s sales is pegged at $847.8 million, indicating a 12.2% rise from the year-ago reported figure.
The consensus estimate for Carpenter Technology’s earnings is pegged at $3.03 per share. The Zacks Consensus Estimate for CRS’s earnings has inched up 2% in the past 60 days. The estimate indicates year-over-year growth of 37.1%.
Image Source: Zacks Investment Research
CRS’s Solid Earnings Surprise HistoryCarpenter Technology’s earnings beat the Zacks Consensus Estimates in the trailing four quarters, the average surprise being 8.9%.
Image Source: Zacks Investment Research
What the Zacks Model Unveils for Carpenter TechnologyOur proven model does not conclusively predict an earnings beat for CRS this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. But that is not the case here, as you can see below.
You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Earnings ESP: Carpenter Technology has an Earnings ESP of 0.00%.
Zacks Rank: CRS currently sports a Zacks Rank of 1.
Factors Likely to Have Shaped Up CRS’s Q4 PerformanceCarpenter Technology has been witnessing growth in aerospace, defense and medical applications, which is anticipated to continue throughout fiscal 2026 and get reflected in the fourth-quarter fiscal 2026 results. In the quarter, demand is expected to have accelerated across all aerospace sub-markets as the supply chain ramped up to meet increasing travel demand.
However, the company has been facing headwinds in the medical and distribution end-use markets, which are likely to have affected its performance.
Nonetheless, gains from increased productivity across Carpenter Technology’s facilities, higher prices, an improved product mix and increased volumes are expected to have negated these headwinds. The impacts of these are likely to get reflected in the company’s margin.
We expect the Specialty Alloys Operations segment’s sales to be $751 million in the quarter, indicating a rise of 11.4% from the year-ago quarter’s reported figure. Our model estimates the segment to sell 50,123 pounds in the fourth quarter of fiscal 2026, indicating growth of 6.9% from that reported in the fourth quarter of fiscal 2025. We expect the operating profit to be $228 million, indicating growth from the $167 million reported in fourth-quarter fiscal 2025.
We expect Performance Engineered Products’ net sales to rise 1.6% year over year to $106 million. Our model predicts the segment to sell 2,697 pounds in the quarter, indicating a rise of 0.9%. Our estimate for the segment’s operating profit is $6.7 million. The segment reported an operating profit of $11.7 million in the year-ago quarter.
Carpenter Technology Stock’s Price PerformanceCRS shares have skyrocketed 111.4% in the past year compared with the industry’s 102.7% whopping growth.
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Stocks to ConsiderHere are some Basic Materials stocks, which, according to our model, have the right combination of elements to post an earnings beat in their upcoming releases.
The Chemours Company (CC - Free Report) , scheduled to release second-quarter 2026 earnings on Aug. 4, has an Earnings ESP of +27.17% and currently sports a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Chemours’ quarterly earnings are pegged at 43 cents per share, indicating a year-over-year dip of 25%. The company delivered a trailing four-quarter average earnings surprise of 69%.
Avient Corporation (AVNT - Free Report) , scheduled to release second-quarter 2026 earnings on Aug. 6, has an Earnings ESP of +0.87% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for earnings for Avient for the second quarter of 2026 is 89 cents per share, indicating an 11.2% year-over-year increase. Avient has a trailing four-quarter average earnings surprise of 2.1%.
Wheaton Precious Metals Corp. (WPM - Free Report) , slated to release second-quarter 2026 earnings on Aug.6, currently has an Earnings ESP of +1.16% and a Zacks Rank of 3.
Wheaton Precious Metals’ quarterly earnings are pegged at $1.13 per share, indicating a year-over-year jump of 79%. The company delivered a trailing four-quarter average earnings surprise of 14%.
Wall Street čeká, že Enterprise Products oznámí zisk 0,74 USD na akcii a tržby 13,6 miliardy USD, což představuje meziroční růst o 12,1 % a 19,7 %. Odhad EPS byl za posledních 30 dní snížen o 3,1 %.
Analysts on Wall Street project that Enterprise Products Partners (EPD - Free Report) will announce quarterly earnings of $0.74 per share in its forthcoming report, representing an increase of 12.1% year over year. Revenues are projected to reach $13.6 billion, increasing 19.7% from the same quarter last year.
The current level reflects a downward revision of 3.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
With that in mind, let's delve into the average projections of some Enterprise Products metrics that are commonly tracked and projected by analysts on Wall Street.
The consensus estimate for 'NGL Pipelines & Services net - NGL fractionation volumes per day' stands at 1,925.72 thousands of barrels of oil. Compared to the present estimate, the company reported 1,667.00 thousands of barrels of oil in the same quarter last year.
The combined assessment of analysts suggests that 'NGL Pipelines & Services net - Fee-based natural gas processing per day' will likely reach 7,539.53 thousands of barrels of oil. Compared to the current estimate, the company reported 7,266.00 thousands of barrels of oil in the same quarter of the previous year.
Analysts' assessment points toward 'NGL Pipelines & Services net - NGL pipeline transportation volumes per day' reaching 4,883.57 thousands of barrels of oil. Compared to the present estimate, the company reported 4,562.00 thousands of barrels of oil in the same quarter last year.
The consensus among analysts is that 'Natural Gas Pipelines & Services net - Natural gas transportation volumes per day' will reach 20887 billion british thermal units per day. Compared to the present estimate, the company reported 20405 billion british thermal units per day in the same quarter last year.
The average prediction of analysts places 'Petrochemical Services net - Butane isomerization volumes per day' at 121.81 thousands of barrels of oil. Compared to the present estimate, the company reported 122.00 thousands of barrels of oil in the same quarter last year.
Analysts predict that the 'Petrochemical Services net - Propylene fractionation volumes per day' will reach 124.37 thousands of barrels of oil. The estimate compares to the year-ago value of 118.00 thousands of barrels of oil.
According to the collective judgment of analysts, 'Petrochemical Services net - Octane enhancement and related plant sales volumes per day' should come in at 30.47 thousands of barrels of oil. Compared to the current estimate, the company reported 39.00 thousands of barrels of oil in the same quarter of the previous year.
It is projected by analysts that the 'NGL Pipelines & Services net - Equity NGL production per day' will reach 226.81 thousands of barrels of oil. The estimate compares to the year-ago value of 214.00 thousands of barrels of oil.
Analysts expect 'Gross operating margin- NGL Pipelines & Services' to come in at $1.52 billion. Compared to the present estimate, the company reported $1.30 billion in the same quarter last year.
Based on the collective assessment of analysts, 'Gross operating margin- Crude Oil Pipelines & Services' should arrive at $389.99 million. The estimate compares to the year-ago value of $403.00 million.
The collective assessment of analysts points to an estimated 'Gross operating margin- Natural Gas Pipelines & Services' of $462.48 million. Compared to the present estimate, the company reported $417.00 million in the same quarter last year.
Analysts forecast 'Gross operating margin- Petrochemical & Refined Products Services' to reach $363.92 million. The estimate compares to the year-ago value of $354.00 million.
View all Key Company Metrics for Enterprise Products here>>>
Shares of Enterprise Products have experienced a change of +4% in the past month compared to the +1.7% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), EPD is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Asbury Automotive Group (ABG - Free Report) came out with quarterly earnings of $6.82 per share, beating the Zacks Consensus Estimate of $6.3 per share. This compares to earnings of $7.43 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +8.25%. A quarter ago, it was expected that this auto dealership chain would post earnings of $5.68 per share when it actually produced earnings of $5.37, delivering a surprise of -5.46%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Asbury Automotive, which belongs to the Zacks Automotive - Retail and Whole Sales industry, posted revenues of $4.38 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.78%. This compares to year-ago revenues of $4.37 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Asbury Automotive shares have lost about 2.5% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Asbury Automotive?While Asbury Automotive has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Asbury Automotive was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $6.72 on $4.65 billion in revenues for the coming quarter and $26.26 on $17.98 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Automotive - Retail and Whole Sales is currently in the bottom 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Penske Automotive (PAG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on July 29.
This auto dealership chain is expected to post quarterly earnings of $3.38 per share in its upcoming report, which represents a year-over-year change of -10.6%. The consensus EPS estimate for the quarter has been revised 0.2% lower over the last 30 days to the current level.
Penske Automotive's revenues are expected to be $7.93 billion, up 3.4% from the year-ago quarter.
Quasar na Bittensoru spustil decentralizované tržiště pro trénink AI modelů a tvrdí, že proti centralizovaným metodám snižuje náklady na předtrénování o 99,5 %. Projekt míří na běh na 10 bilionů tokenů.
Training a competitive AI model typically requires the kind of GPU budget that makes venture capitalists weep. Quasar, operating as Subnet 24 on the Bittensor network, thinks it has a workaround: let a decentralized army of miners do it instead, at a fraction of the cost.
The project, developed by SILX AI under the SILX Labs umbrella, has built an open marketplace where independent miners can operate and refine AI models through a competitive evaluation system. Miners who improve model performance get rewarded. Those who don’t, well, they get outcompeted.
What Quasar is actually building At its core, Quasar is focused on a specific pain point in AI: long-context foundation models. Quasar is targeting context lengths of approximately 2 million tokens or more. To get there, the team is deploying what it calls Quasar Attention, a novel methodology paired with hybrid architecture approaches designed to push the boundaries of what decentralized training can produce.
The Quasar-3B architecture launched in April 2026, following the release of the Quasar-Preview model as a Mixture-of-Experts checkpoint on Hugging Face. It’s computationally efficient, which matters a lot when your training infrastructure is spread across a decentralized network rather than sitting in a single data center.
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The real headline number: Quasar claims a 99.5% reduction in pre-training costs compared to traditional centralized methods.
The 10-trillion-token ambition Quasar has laid out plans for a 10-trillion-token decentralized training run, split into two phases of 5 trillion tokens each.
For context, GPT-3 was trained on roughly 300 billion tokens. A 10-trillion-token run would put Quasar in the conversation with the largest training efforts ever attempted, except this one would be executed by a distributed network rather than a single corporate entity.
Cross-subnet collaboration Quasar announced a collaboration with Subnet 56, known as Gradients, and Subnet 3 for integrated long-context model training. This partnership, formed around July 2026, points to an emerging pattern within Bittensor where subnets are starting to function less like isolated experiments and more like interconnected components of a larger system.
The competition-and-reward mechanism is central to how Quasar maintains quality. Miners submit model improvements, validators evaluate them, and rewards flow to the contributors producing genuine enhancements.
What this means for investors For anyone watching the intersection of AI and crypto, Quasar represents an interesting test case. The TAO token, which powers the broader Bittensor network, stands to benefit if projects like SN24 can demonstrate that decentralized training produces models competitive with centralized alternatives.
Investors should watch two things closely. First, whether the Quasar-3B model produces benchmark results that hold up against comparable centralized models. Second, whether the 10-trillion-token training run actually launches and progresses on schedule.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Cena zlata klesla téměř o 30 % od lednového rekordu, protože vyšší reálné výnosy a jestřábí Fed tlačí na kov. Commerzbank snížila výhled na konec roku na 4 500 USD za trojskou unci.
Commerzbank’s Carsten Fritsch and Thu Lan Nguyen note that the Gold price has dropped nearly 30% from its January record as higher real yields and hawkish Federal Reserve expectations weigh on the metal. The bank cuts its year-end Gold forecast to USD 4,500 per troy ounce, but still projects a move to USD 5,000 by end-2027 if Fed rates stay unchanged and later fall.
Forecast cut but recovery seen later"We are lowering our year-end gold price forecast to USD 4,500 per troy ounce (previously: USD 4,800). This reflects the significant fall in prices, which can be attributed to the Fed adopting a more hawkish stance than expected."
"Nevertheless, there is potential for the gold price to recover from its current level, as we consider current market expectations of Fed rate hikes to be excessive and anticipate that Fed interest rates will remain unchanged until the end of the year."
"In this scenario, the Fed would likely refrain from raising interest rates and might even cut its key interest rate from mid-2027 onwards, as the 2% target would then be reached in spring 2027. This provides scope for a further price increase next year to USD 5,000 per troy ounce by the end of 2027 (previous forecast: USD 5,200)."
"However, without a reversal in interest rate expectations, a lasting return of ETF investors and a recovery in the gold price are unlikely."
"As long as this remains the case, gold is unlikely to benefit disproportionately from increased demand for safe havens."
(This article was created with the help of an Artificial Intelligence tool and reviewed by an editor. Know more.)
Live Nation čeká za 2Q růst EPS o 43,9 % na 59 centů a tržeb o 7,5 % na 7,53 mld. USD. Výsledky mohou podpořit silná poptávka po koncertech a vyšší prodeje vstupenek, ale zatížit je mohou právní náklady a omezení Ticketmasteru.
Key Takeaways Live Nation's Q2 EPS is projected to rise 43.9% YoY to 59 cents, with revenues up 7.5% to $7.53B.LYV may benefit from robust touring demand, higher ticket sales and sponsorship growth in Q2.Concert phasing, legal expenses and Ticketmaster restrictions may pressure Live Nation's Q2 results. Live Nation Entertainment, Inc. (LYV - Free Report) is scheduled to report second-quarter 2026 results on July 30.
LYV’s earnings beat the Zacks Consensus Estimate in one of the trailing four quarters, and missed on three occasions, the average miss being 28.9%.
Trend in the Estimate Revision of LYVThe Zacks Consensus Estimate for second-quarter earnings per share (EPS) is pegged at 59 cents, indicating growth of 43.9% from 41 cents reported in the year-ago quarter.
For revenues, the consensus mark is pegged at nearly $7.53 billion, suggesting an increase of 7.5% from the prior-year quarter’s figure.
Let's look at how things have shaped up in the quarter.
Factors Likely to Shape Live Nation’s Quarterly ResultsLive Nation’s second-quarter 2026 performance is likely to have benefited from robust global concert demand, expanding artist supply and healthy ticket sales. Strong booking activity across stadiums, arenas and amphitheaters, coupled with sustained momentum in international touring markets, is expected to have supported results in the quarter under review. Healthy concert activity across North America, Latin America, Europe and parts of Asia may also have aided sponsorship and ticketing revenues. The Zacks Consensus Estimate for second-quarter Sponsorship & Advertising revenues is pegged at $385.3 million, compared with $340.6 million reported in the prior-year quarter.
The Concerts segment is likely to have benefited from a stronger U.S. amphitheater slate as the summer touring season began. As of May 2026, Live Nation reported that amphitheater show counts were pacing ahead of the prior year, while ticket sales were up by double digits. These trends are likely to have supported segment performance during the quarter. Positive early trends in on-site spending and premium sales may also have aided results, while cancellations remained within the company’s historical range and were unlikely to have had a material impact. The consensus estimate for second-quarter Concerts revenues is pegged at $6.37 billion, compared with $5.95 billion reported in the prior-year quarter.
Venue Nation’s premium-hospitality initiatives may have further supported per-fan monetization. Live Nation continued to expand premium seating, upgraded hospitality areas, enhanced parking and other higher-value experiences across its venue portfolio. Investments aimed at increasing premium capacity at select amphitheaters from low-single-digit levels to approximately 25% are likely to have aided on-site spending at upgraded venues.
Live Nation’s Ticketing segment is likely to have benefited from higher primary ticket volumes and continued additions to its global client base. Increased concert-ticket sales may have supported ticketing revenues, while product enhancements and platform expansion across Latin America, Asia and Japan may have aided international growth. The consensus estimate for second-quarter Ticketing revenues is pegged at $774.8 million, up from $742.7 million reported in the prior-year quarter.
However, the phasing of Live Nation’s concert calendar may have moderated the pace of second-quarter growth. The company indicated that the strongest increases in global stadium and U.S. amphitheater activity were weighted toward the third quarter, when a larger portion of the summer concert season occurs. Restrictions on broker inventory in Ticketmaster’s secondary marketplace may have affected Ticketing performance. Regulatory-related legal expenses are likely to have weighed on second-quarter profitability.
What Our Model Says About LYV StockOur proven model does not conclusively predict an earnings beat for Live Nation this time. A stock needs to have a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) to beat earnings. However, that's not the case here.
LYV’s Earnings ESP: Live Nation has an Earnings ESP of +31.57%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Live Nation’s Zacks Rank: The company currently has a Zacks Rank #5 (Strong Sell).
Stocks Poised to Beat on EarningsLife Time Group is expected to register a 21.6% increase in earnings for the to-be-reported quarter. LTH reported better-than-expected earnings in each of the trailing four quarters, the average surprise being 10.9%.
Marriott International, Inc. (MAR - Free Report) currently has an Earnings ESP of +1.88% and a Zacks Rank of 3.
Marriott’s earnings for the to-be-reported quarter are expected to increase 15.5%. MAR reported better-than-expected earnings in three of the trailing four quarters and missed on one occasion, the average surprise being 1.5%.
Cinemark Holdings, Inc. (CNK - Free Report) currently has an Earnings ESP of +6.40% and a Zacks Rank of 3.
Cinemark’s earnings for the to-be-reported quarter are expected to increase 57.1%. CNK reported lower-than-expected earnings in each of the trailing four quarters, the average miss being negative 20.4%.
Cautious IT spending amid heightened uncertainty over global macroeconomic conditions and volatile supply-chain dynamics due to tariff troubles continues to be concerning for the participants in the Zacks Computer - Networking industry in the near term. Fierce competition is an overhang on pricing power and margin expansion.
However, over the long term, the participants are expected to benefit from the networking infrastructure upgrade driven by AI workloads, cloud computing, big data, network security and next-generation connectivity.
The proliferation of AI workloads and hyperscale data centers is accelerating investments in high-speed interconnects, optical networking and Ethernet switches. Players in this space are focused on capitalizing on the multi-billion-dollar AI infrastructure opportunity. The rapid deployment of 5G is fueling the proliferation of the Internet of Things (IoT), Advanced Driver Assistance Systems, Augmented Reality/Virtual Reality (AR/VR) devices and 5G smartphones, driving demand for robust networking infrastructure. The Wi-Fi 7 upgrade cycle will act as a catalyst.
Also, the explosion of AI workloads requires a major upgrade to observability infrastructure. There is a greater need for continuous monitoring of hybrid environments and tighter security amid rising attacks. This will spur demand for innovative networking products, favoring prospects for prominent industry players such as Cisco Systems (CSCO - Free Report) , Extreme Networks (EXTR - Free Report) and Digi International (DGII - Free Report) .
Industry Description The Zacks Computer-Networking industry comprises companies that offer networking and Internet-connected products, including wireless (Wi-Fi and Long-Term Evolution or LTE), Ethernet and powerline, focusing on dependability and ease of use. The products are available in numerous configurations to cater to the changing requirements of consumers in each geographic territory where it operates. Some industry players also provide mission-critical IoT solutions and network security services to help clients build next-generation connected products, and implement and manage critical communications infrastructures in demanding environments with enhanced safety levels. Focus on developing IoT sensors, drones and wearables amid increasing demand for cloud computing-based contact tracing applications is driving the industry.
4 Trends Influencing the Industry's Future Technological Advancement Opening Business Avenues: The proliferation of AI and high adoption of cloud and data-intensive applications is driving higher traffic and creating a need for advanced optical networking, high-speed interconnects, Ethernet switches, routing and wireless infrastructure. Expansion of industrial IoT and edge computing, and the increasing popularity of smart connected devices are further creating growth opportunities. Rising cybersecurity concerns are emerging as a key tailwind, driving demand for solutions such as threat detection, network monitoring and zero-trust security architectures.
Rapid Deployment of 5G to Boost Growth Prospects: The success of the 5G technology hinges on substantial investments to upgrade infrastructure in the core fiber backhaul network to support growth in data services. Efforts to develop smart connected homes, hospitals, factories, buildings, cities and self-driving vehicles bode well for industry players. These firms invest heavily in LTE, broadband and fiber to provide additional capacity and improve Internet and wireless networks. These initiatives hold promise.
Wi-Fi 7 Upgrade Cycle to Drive Momentum: Brisk technological advancement, dynamic products, high-speed connectivity, low latency and evolving industry standards define the networking industry. The growing clout of the latest Wi-Fi 6E-compliant residential gateways, Wi-Fi routers, set-top boxes and wireless range extenders is a testament to the same. The increasing demand for connecting more devices to the network has been driving demand for Wi-Fi 6E devices. Wi-Fi 6E addresses Wi-Fi spectrum shortage issues by providing continuous channel bandwidth to support a higher number of connected devices without compromising speed. The rollout of Wi-Fi 7 bodes well for the companies in this space.
Macroeconomic Turmoil Is Concerning: Global macroeconomic weakness and volatile supply-chain dynamics are persistent concerns. Tariff troubles, especially between the United States and China, remain an overhang on global supply chains. Inflation could affect spending across small and medium-sized businesses globally and uncertainty in business visibility could dent the industry’s near-term performance.
The computer networking industry remains highly competitive, with a large number of established and new players vying for market share. As growth stabilizes, competition often intensifies, leading to pricing pressure and margin compression.
Zacks Industry Rank Indicates Bleak Near-Term Prospects The Zacks Computer-Networking Industry is housed within the broader Zacks Computer and Technology sector. The industry carries a Zacks Industry Rank #167, positioning it in the bottom 32% of more than 247 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bleak near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
Before we present a few stocks you may want to consider for your portfolio, considering bright prospects, let us look at the industry’s recent stock-market performance and valuation picture.
Industry Outperforms the S&P 500 and the Sector The Zacks Computer-Networking industry has outperformed the S&P 500 composite and the broader Zacks Computer and Technology sector in the past year.
The industry has gained 67.4% over this period, compared with the broader sector’s 24.3% rally. The S&P 500 has appreciated 18.4% over the same time frame.
One-Year Price Performance
Industry's Current Valuation Based on the forward 12-month price-to-earnings (P/E) ratio, a common multiple for valuing Computer-Networking stocks, the industry is currently trading at 28.78X, compared with the S&P 500’s 20.11X. It is also higher than the sector’s forward-12-month P/E of 20.64X.
In the past five years, the industry traded as high as 31.47X and as low as 12.45X, with the median being 17.27X, as the charts below show.
Forward 12-Month P/E Ratio
3 Computer-Networking Stocks to Add to Portfolio Cisco Systems: Headquartered in San Jose, CA, the company offers identity and access, advanced threat and unified threat management solutions.
Cisco is benefiting from the demand for AI Infrastructure solutions, with hyperscaler demand acting as a key catalyst. The company expects its networking portfolio, led by Silicon One, AI native security solutions and operating systems, to support top-line expansion moving forward. The company expects AI hyperscale revenues to ramp considerably, and expects at least $6 billion in AI-related revenues for fiscal 2027.
In the third quarter of fiscal 2026, AI infrastructure orders from hyperscalers came in at $1.9 billion, taking year-to-date total to $5.3 billion. The company also raised expected hyperscaler AI orders to $9 billion and expected AI infrastructure revenues from hyperscalers to about $4 billion for fiscal 2026.
Within its core Networking segment, Cisco is witnessing robust traction across the enterprise data center switching business, as customers prepare their infrastructure for agentic applications and AI inferencing.
Acacia business is also witnessing strong growth as hyperscalers deploy both 400G and 800G coherent optics, with 800G pluggables gaining significant traction.
CSCO returned $2.9 billion to its shareholders through repurchases and dividends in the last reported quarter. The Zacks Consensus Estimate for fiscal 2026 bottom line is pinned at $4.28, unchanged in the past 30 days. Shares have gained 68.6% in the past year.
At present, CSCO carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Price & Consensus: CSCO
Extreme Networks: Based in Morrisville, NC, the company provides AI-driven cloud networking solutions. Strong demand for the company’s networking solutions bodes well. EXTR expects revenues to be $1.275 billion to $1.28 billion for fiscal 2026.Extreme’s launch of Platform ONE and pivot to a recurring model is supporting growth amid solid enterprise networking demand. In the fiscal third quarter, revenue growth was11% year over year while product revenues were up 12% from the prior-year quarter.
Momentum in subscription bookings is expected to grow with the adoption of Platform ONE and drive up SaaS annual recurring revenues (“ARR”). In the fiscal third quarter, SaaS ARR rose 29% year over year to $236 million. Extreme closed 44 deals, each worth more than $1 million, signaling stronger deal quality and strategic growth.
EXTR also launched Extreme Agent ONE, a new set of AI agents designed for enterprise networking in May 2026.
Wi-Fi 7 is emerging as a key catalyst, driving network refresh cycles. It recently unveiled Extreme Multi-Beam Wireless, a next-generation stadium Wi-Fi connectivity solution. This solution is designed for high-density environments and supports higher bandwidth.
However, the company continues to face component pricing pressure as well as supply chain issues. To tackle these, EXTR has secured its supply chain through fiscal 2027, improving fulfillment certainty and margin visibility.
At present, EXTR carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $1.04, unchanged in the past 30 days. Shares are up 67.2% in the past year.
Price & Consensus: EXTR
Digi International: Based in Hopkins, MN, Digi is a well-known provider of business and mission-critical Internet of Things (IoT) products and services globally. The company’s industrial Internet of Things offerings encompass embedded, edge and turnkey vertical solutions. These solutions find applications across emerging technology trends such as AI, edge computing and industrial automation. Digi is embedding AI across its portfolio. Digi’s outlook remains supported by sustained ARR growth, ongoing benefits from acquisitions and the long-term opportunity to integrate AI into industrial IoT solutions. The company expects ARR to grow 25% in fiscal 2026, reaching around $190 million by the end of the year.
To capitalize on the AI opportunity, DGII recently unveiled DANI, the Digi Artificial Network Intelligence agent. DANI is an AI network operations agent that is embedded in Digi Remote Manager, a networking device management platform, enabling network operators/managed service providers to monitor network issues, identify causes, and offer recommended actions through a unified conversational interface.
Digi continues to pursue strategic acquisitions, which are likely to supplement organic growth.
Management highlighted challenges in the supply chain, including higher memory pricing and energy-driven freight costs, which continue to create cost volatility.
At present, DGII carries a Zacks Rank #3. The Zacks Consensus Estimate for fiscal 2026 bottom line is pegged at $2.48, unchanged in the past 30 days. Shares have gained 101.3% in the past year.
Fox Tungsten při vrtání v rámci plně financovaného 20 000metrového programu na projektu Fox v Britské Kolumbii našla viditelnou scheelitovou mineralizaci ve více cílových oblastech, včetně nových paralelních zón na Fox North. Firma říká, že to podporuje další rozšíření zdroje.
Fox Tungsten Ltd (TSX-V:FOXT, OTC:HPYCF, FRA:1HC) said drilling at its fully funded 20,000 metre program at the Fox project in British Columbia has intersected visible scheelite mineralization in multiple target areas, including several previously unrecognized parallel mineralized zones at Fox North.
Analytical results have not yet been received, but visual observations from drilling completed to date indicate the exploration program is successfully expanding the mineralized system, the company said.
At Fox North, drilling intersected multiple new parallel mineralized zones located between 375 metres and 675 metres west of the BK Zone.
Scheelite was observed in all three exploration holes completed at Fox North and in all seven RC resource expansion holes drilled to date.
Two diamond drill rigs are operating, and the program is progressing on schedule, with initial assay results expected in the coming weeks.
Fox Tungsten is home to one of the highest-grade tungsten resources in the western world across a 12-by-5-kilometre mineral system.
The company said the new zones strengthen its geological model of the Fox deposit as a series of stacked, parallel tungsten-bearing zones and support the potential for significant expansion of the current mineral resource.
Fox Tungsten CEO Steve Gray said the results were “very encouraging.”
"Early drilling continues to validate our geological model, with new parallel mineralized zones identified at Fox North and continued expansion of the RC Zone,” Gray said in a statement.
“These observations reinforce our confidence in the scale and continuity of the mineralized system and demonstrate the potential to meaningfully expand the Fox mineral resource as the program advances.”
The current NI 43-101 estimate includes 582,400 tonnes grading 0.826% WO₃ indicated and 565,000 tonnes grading 1.231% WO₃ inferred, with the deposit remaining open for expansion.
Wall Street čeká, že Ametek při výsledcích za čtvrtletí končící v červnu 2026 zvýší zisk na akcii na 1,99 USD a tržby na 1,96 miliardy USD. Odhady navíc naznačují pravděpodobné překonání konsensu.
Wall Street expects a year-over-year increase in earnings on higher revenues when Ametek (AME - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 4. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis maker of electronic instruments and electromechanical devices is expected to post quarterly earnings of $1.99 per share in its upcoming report, which represents a year-over-year change of +11.8%.
Revenues are expected to be $1.96 billion, up 10% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.49% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Ametek?For Ametek, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.39%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that Ametek will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Ametek would post earnings of $1.9 per share when it actually produced earnings of $1.97, delivering a surprise of +3.68%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Ametek appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Erste Group má ve 2. čtvrtletí 2026 vykázat čistý zisk 1,074 mld. EUR, meziročně o 17 % více. Tahounem má být konsolidace Erste Bank Polska a růst čistých úrokových výnosů.
Erste Group ve čtvrtek ráno představí výsledky hospodaření za 2Q 2026. V 9:00 by měl následovat konferenční hovor s managementem. Čistý zisk by měl překročit hranici 1 mld. EUR. Meziroční porovnání je ovlivněno konsolidací Erste Bank Polska (dříve Santander Bank Polska).
Projekce hospodaření Erste Group za 2Q 2026 v mil. EUR Odhad Fio Konsensus trhu 2Q 2025 Čisté úrokové výnosy 2 746 2 736 1 914 Čisté poplatky a provize 989 976 762 Ostatní provozní výnosy 275 272 190 Provozní výnosy 4 009 3 985 2 866 Provozní náklady (1 805) (1 778) (1 361) Provozní zisk 2 204 2 207 1 505 Náklady na riziko (170) (181) (97) Čistý zisk 1 074 1 056 921 Projektujeme, že čisté úrokové výnosy meziročně vzrostou o 43 % na 2 746 mil. EUR díky konsolidaci Erste Bank Polska a organickému růstu.
Výnosy z poplatků a provizí by měly dle naší projekce vzrůst o 30 % na 989 mil. EUR a ostatní provozní výnosy by se měly zvýšit téměř o polovinu.
Celkově by se provozní výnosy Erste měly dle našich odhadů dostat na úroveň 4 mld. EUR.
Provozní náklady by se měly pohybovat kolem 1,8 mld. EUR a měly by nadále zahrnovat položky související s akvizicí Erste Bank Polska (odpis nehmotných aktiv a integrační náklady).
Na provozní úrovni tak očekáváme, že Erste dosáhne zisku 2 204 mil. EUR, meziročně +46 %.
Náklady na riziko by měly dosáhnout výše 170 mil. EUR.
Na úrovni čistého zisku by tak Erste Group měla vykázat meziroční růst o 17 % na 1 074 mil. EUR. Výsledovka Erste Bank Polska je konsolidována v plném rozsahu, přičemž na úrovni čistého zisku připadajícího akcionářům Erste Group se promítá pouze 49% ekonomický podíl Erste.
Akcie Erste Group (BAAERBAG) dnes na pražské burze uzavřely na 2 754 Kč, na burze RM-SYSTÉM na 2 787 Kč.
Ethena Labs has now distributed over $751 million in rewards to users since its synthetic dollar protocol went live. That’s a number that would make most DeFi protocols blush, and it underscores just how much yield a delta-neutral staking strategy can generate when conditions are right.
But here’s the thing. While the rewards counter keeps climbing, the protocol’s USDe supply has fallen to roughly $4.3 billion, down from a peak north of $10 billion.
How Ethena prints yield without a money printer For the uninitiated, Ethena’s USDe isn’t your typical stablecoin. It doesn’t sit on a pile of Treasury bills like USDC or claim to be backed 1:1 by cash in a bank vault.
Instead, it uses a delta-neutral strategy. In English: the protocol takes staked ETH derivatives as collateral, then opens short perpetual futures positions against them. The long exposure from holding the collateral and the short exposure from the futures cancel each other out, keeping the value stable.
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The yield comes from two places. First, the funding-rate payments that flow to the short side of perpetual futures markets when conditions are favorable. Second, the staking yields generated by the underlying collateral itself.
It has delivered an average APY of 10.9% on sUSDe, the yield-bearing staked version, since January 2024.
Founded in 2023 by Guy Young, a former hedge fund manager, Ethena Labs launched the USDe protocol in early 2024.
The supply question nobody wants to answer Dropping from over $10 billion to approximately $4.3 billion represents a decline of more than 55%. Reports point to shifting market conditions following significant events in October 2025 as the catalyst.
The delta-neutral model depends heavily on funding rates remaining positive. When the market flips bearish or funding goes negative for extended periods, the yield engine stalls, and capital tends to rotate elsewhere.
Governance moves and the ENA token economy The Season 5 ENA airdrop kicked off in May 2026, distributing roughly 300 million tokens, or about 2% of the total 15 billion ENA supply.
More consequentially, Ethena activated a fee switch in Q1 2026 that directs between 10% and 20% of protocol revenue to stakers of the ENA governance token.
What this means for investors watching the synthetic dollar space For investors evaluating Ethena, the key metric to watch isn’t past rewards. It’s the trajectory of funding rates across major perpetual futures venues. When funding is positive and elevated, Ethena’s engine hums. When it compresses, the protocol’s competitive advantage narrows considerably against simpler, lower-risk alternatives like tokenized Treasuries.
The fee switch activation adds another dimension. A 10–20% revenue share on declining volumes is still a declining payout.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Graphic Packaging (GPK - Free Report) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 4. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis packaging company is expected to post quarterly earnings of $0.11 per share in its upcoming report, which represents a year-over-year change of -73.8%.
Revenues are expected to be $2.19 billion, down 0.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 11.47% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Graphic Packaging?For Graphic Packaging, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -3.99%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Graphic Packaging will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Graphic Packaging would post earnings of $0.06 per share when it actually produced earnings of $0.09, delivering a surprise of +50.00%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Graphic Packaging doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAmong the stocks in the Zacks Containers - Paper and Packaging industry, Avery Dennison (AVY - Free Report) , is soon expected to post earnings of $2.47 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +2.1%. This quarter's revenue is expected to be $2.29 billion, up 3.1% from the year-ago quarter.
The consensus EPS estimate for Avery Dennison has been revised 0.1% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.44%.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Avery Dennison will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Verra Mobility čelí hromadné žalobě kvůli údajným zavádějícím tvrzením o vztahu s Avis Budget Group. Firma zároveň uvedla, že ukončení smlouvy sníží roční výnosy segmentu Commercial Services přibližně o 135 milionů až 145 milionů USD.
LOS ANGELES, July 28, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Verra Mobility Corporation, (“Verra Mobility” or the "Company") (NASDAQ: VRRM) investors of a class action on behalf of investors that bought securities between February 24, 2026 and May 26, 2026, inclusive (the “Class Period”). Verra Mobility investors have until August 4, 2026 to file a lead plaintiff motion.
Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 310-692-8883 or email: [email protected], to discuss their legal rights, or join the case via https://portnoylaw.com/verra-mobility-corporation. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors’ options for pursuing claims to recover their losses.
The lawsuit alleges that the Company provided materially false and misleading statements and/or concealed material adverse facts concerning the true state of Verra Mobility’s relationship with Avis Budget Group regarding its contract extension with Avis. Further, the Company minimized concerns that major car rental agencies could replace Verra Mobility with in-house solutions or outsourced alternatives.
On May 26, 2026, Verra Mobility announced that it received a termination notice from Avis Budget Group, which becomes effective in September 2026. The Company further disclosed that it “expects the termination to reduce Commercial Services’ 2026 annualized revenue by approximately $135 million to $145 million and 2026 annualized segment profit by approximately $120 million to $125 million, before taking into account expected cost reduction initiatives.” On this news, the price of Verra Mobility shares declined by $9.23 per share, or approximately 71%, from $13.08 per share on May 26, 2026 to close at $3.85 on May 27, 2026.
The Portnoy Law Firm represents investors in pursuing claims caused by corporate wrongdoing. The Firm’s founding partner has recovered over $5.5 billion for aggrieved investors. Attorney advertising. Prior results do not guarantee similar outcomes.
Lesley F. Portnoy, Esq.
Admitted CA, NY and TX Bar [email protected]
310-692-8883
www.portnoylaw.com
PJT Partners (PJT - Free Report) came out with quarterly earnings of $1.97 per share, beating the Zacks Consensus Estimate of $1.65 per share. This compares to earnings of $1.54 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +19.39%. A quarter ago, it was expected that this investment bank would post earnings of $1.51 per share when it actually produced earnings of $1.54, delivering a surprise of +1.99%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
PJT Partners, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $486.29 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 9.77%. This compares to year-ago revenues of $406.88 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
PJT Partners shares have added about 1% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for PJT Partners?While PJT Partners has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for PJT Partners was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.72 on $452 million in revenues for the coming quarter and $7.50 on $1.9 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the bottom 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, MidCap Financial Investment (MFIC - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This investment company is expected to post quarterly earnings of $0.36 per share in its upcoming report, which represents a year-over-year change of -7.7%. The consensus EPS estimate for the quarter has been revised 1.5% higher over the last 30 days to the current level.
MidCap Financial Investment's revenues are expected to be $66.93 million, down 17.6% from the year-ago quarter.
Primoris Services čelí hromadné žalobě kvůli údajnému klamání investorů ohledně řízení projektů. Akcie po odhaleních problémů s projekty dvakrát prudce spadly.
, /PRNewswire/ -- A securities class action lawsuit has been filed against Primoris Services Corporation (NYSE: PRIM) and certain current and former executives who are alleged to have misled investors about the company's project management capabilities. It seeks to represent investors who purchased or otherwise acquired shares of Primoris common stock between August 5, 2025 and June 22, 2026.
The lawsuit follows a second massive selloff in Primoris shares in six weeks – this time on June 23, 2026, when shares cratered another $23.29 (-21%). The first occurred on May 6, 2026, when Primoris shares crashed $101.69 (-50%). Both were triggered by surprise revelations of Primoris' project management problems.
The disclosures' toll was to erase well over $6 billion from Primoris' market capitalization between May 5, 2026 and June 23, 2026.
National shareholders rights firm Hagens Berman continues its investigation into claims that Primoris and the other Defendants violated the federal securities laws and encourages investors who suffered substantial losses to submit your losses now. The firm also encourages persons with knowledge who may be able to assist the investigation to contact its attorneys.
Class Period: Aug. 5, 2025 – June 22, 2026
Lead Plaintiff Deadline: Sept. 21, 2026
Visit: www.hbsslaw.com/investor-fraud/prim
Contact the Firm Now: [email protected]
844-916-0895
Primoris Services Corporation (PRIM) Securities Class Action:
During the Class Period, defendants repeatedly assured investors that Primoris maintained "disciplined bidding," "well-developed estimating processes," effective project controls, and reliable forecasting that enabled it to accurately price and execute fixed-price renewable energy projects, "manage risk," and reliably forecast revenues, margins, and earnings.
The complaint alleges that, in contrast to these assurances (and unknown to investors), the Defendants did not disclose that Primoris' estimating, cost-to-complete forecasting, and project oversight processes were woefully deficient. As a result, the company systematically underestimated project costs and risks on multiple significant renewable energy projects.
Investors learned the truth through a series of partial disclosures:
First, in February 2026, Primoris management attributed lower gross margins to "unexpectedly higher costs" at certain renewables projects, citing difficult soil and rock conditions that required additional labor and equipment. While management later downplayed the issue as being isolated to a single project—expressing confidence in their remedial measures—they simultaneously touted the company's ability to "accelerate project timelines" for 2026.
Second, on May 5, 2026, the market's confidence in Primoris' remedial measures was shattered when the company released its Q1 2026 financial results and revealed a staggering decline in the core Energy segment, with year-over-year revenues falling by $152.9 million (13.8%) and gross profits plunging by nearly 40%.
CEO Koti Vadlamudi admitted the next day during the May 6 earnings call that Primoris' financial results were battered by cost pressures across multiple solar projects. Moving beyond the "rock and soil" reason used just months prior, Vadlamudi cited a litany of execution-related factors as the cause of the margin collapse:
Project Redesigns: Costly changes to existing plans. Labor Issues: Inability to manage specific workforce demands. Sequencing Errors: Failures in project management and timing. Weather Disruptions: Further complicating already delayed timelines. Finally, after the markets closed on June 22, 2026, Primoris shocked investors when it announced that "[a]dditional challenges and cost overruns were identified as a result of continued progress on projects in the Company's Renewables business." Importantly, as a result of ongoing problems in six projects and additional challenges, Primoris said its 2026 renewables business revenues would decline 30% ($900 million) from the $3 billion revenues reported for 2025.
"We're focused on when Primoris' management learned of the full scope of the company's renewables problems, including the apparent inadequacy of remediation measures," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Primoris and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now »
If you'd like more information and answers to other frequently asked questions about the firm's Primoris investigation, read more »
Whistleblowers: Persons with non-public information regarding Primoris should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Primoris Services čeká za čtvrtletí ztrátu 0,35 USD na akcii a tržby 1,7 miliardy USD, což je meziročně méně. Konsensus EPS byl za 30 dní snížen o 30,05 %.
The market expects Primoris Services (PRIM - Free Report) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 4. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis construction contractor is expected to post quarterly loss of $0.35 per share in its upcoming report, which represents a year-over-year change of -120.8%.
Revenues are expected to be $1.7 billion, down 10.3% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 30.05% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Primoris Services?For Primoris Services, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -50.00%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Primoris Services will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Primoris Services would post earnings of $0.87 per share when it actually produced earnings of $0.59, delivering a surprise of -32.18%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Primoris Services doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Ondo Finance spustila Ondo Network pro institucionální obchodování se soukromým prováděním, decentralizovaným ověřováním a on-chain vypořádáním. Firma uvádí téměř 3,5 miliardy USD v TVL.
Institutional investors have long faced a tradeoff between execution speed and blockchain transparency.
Ondo Finance [ONDO] launched the Ondo Network to address that challenge through private execution, decentralized verification, and on-chain settlement.
Through this, institutions will gain centralized exchange-like performance without sacrificing non-custodial control.
Source: X Rather than simply increasing speed, the infrastructure improves settlement efficiency while preserving verifiable ownership.
As such, if adoption accelerates, Ondo may potentially create deeper levels of liquidity, attract new developers into its ecosystem, and increase the amount of assets being tokenized within its network. This would create further potential for overall ecosystem development.
Furthermore, it would encourage institutional participation across decentralized finance while giving institutions greater confidence in scalable, transparent, high-performance market infrastructure over time.
How Ondo Network works Instead of asking every network participant to process each transaction, the Ondo Network divides responsibilities across specialized components.
Secure enclaves (trusted execution environments) first execute application code inside protected hardware, where operators cannot view or alter it. Even changing a single byte prevents the code from running.
Source: Ondo Finance Meanwhile, independent attestors verify that only the approved code operates before they reconstruct the security keys used to confirm transactions via public blockchain.
This approach keeps verification separate from execution, allowing applications to process trades with centralized exchange-like speed without sacrificing security.
Will Ondo’s infrastructure lead to adoption? Although the architecture provides solutions to long-standing problems related to infrastructure, the ultimate value will depend upon how many users adopt this architecture.
Ondo Finance currently manages almost $3.5 billion in Total Value Locked (TVL). Therefore, there exists a solid institutional basis to provide a high level of credibility in terms of managing large amounts of capital
If capital continues flowing through the network, wallet growth, transaction values, and liquidity should expand together. That momentum would indicate execution quality drives broader adoption.
Over time, stronger developer activity, new protocol launches, higher network TVL, and rising transaction counts would determine whether Ondo evolves into a broader institutional financial ecosystem.
Final Summary Ondo is extending its RWA leadership with infrastructure that combines centralized exchange speed and non-custodial blockchain settlement. The network needs sustained institutional adoption and ecosystem growth to turn its $3.5 billion TVL into long-term network expansion.
Oceaneering čeká ve 3. čtvrtletí vyšší tržby i provozní zisk v klíčových offshore divizích díky novým zakázkám a prodloužením smluv. Firma zároveň rozšiřuje obranný a vesmírný byznys.
Key Takeaways OII blends offshore energy, defense, robotics and digital businesses to diversify growth opportunities.Oceaneering expects stronger Q3 results in key offshore units after recent contract awards and extensions.OII faces risks from offshore cyclicality, weaker IMDS activity and a lower Manufactured Products backlog. Oceaneering International, Inc. (OII - Free Report) is no longer a pure offshore energy story, even though offshore markets remain its largest economic driver. The company combines subsea robotics, engineered products, project services, digital integrity tools and government-focused technology.
Over the last one year, Oceaneering International delivered the strongest share price performance, rising approximately 127.7%, compared with SLB (SLB - Free Report) , which gained about 43.3%, and Baker Hughes Company (BKR - Free Report) , which increased about 29.9%, highlighting OII’s stronger market momentum during the period.
Oceaneering’s Share Price Growth Over the Last One Year
Image Source: Zacks Investment Research
That mix gives Oceaneering more than one route to growth. It also helps cushion cyclicality, while leaving investors exposed to offshore capital spending, project timing and execution risk.
Oceaneering’s Five-Segment Business MixSubsea Robotics combines remotely operated vehicles, survey work and tooling. Manufactured Products supplies energy products such as distribution and connection systems, along with mobile robotics for industrial uses.
Offshore Projects Group supports subsea completions, construction, intervention, inspection, maintenance and repair. Integrity Management and Digital Solutions uses software, analytics and services for asset programs, while Aerospace and Defense Technologies serves defense, government space and commercial space customers.
Image Source: Oceaneering International, Inc.
OII’s Offshore Energy Growth DriversOffshore momentum remains central to the investment case. OII serves every phase of the offshore oilfield lifecycle, from exploration to decommissioning, with revenue streams tied to ROV services, tooling, survey, subsea hardware, umbilicals and vessel-based work.
Recent demand signals are constructive. Management cited contract awards and extensions, including a Brazil ROV services award that improves demand visibility, and expects higher third-quarter revenues and operating income in Subsea Robotics and Offshore Projects Group.
Oceaneering’s Defense and Aerospace ExpansionAerospace and Defense Technologies adds exposure that is less directly tied to exploration and production spending. The segment focuses on defense subsea technologies, marine services and space systems, including work with U.S. government, Navy, international defense and space customers.
In the second quarter, Oceaneering secured awards in subsea robotics, submarine rescue, submarine maintenance and installation services. A Defense Innovation Unit contract tied to an extra-large unmanned underwater vehicle and recognition from Lockheed Martin for Artemis program work point to expanding government opportunities.
OII’s Technology Investment StrategyTechnology investment supports both sides of Oceaneering’s portfolio. The company has highlighted the Momentum ROV platform, the Freedom autonomous vehicle and the upgraded Ocean Intervention II vessel as part of its push into robotics, automation and higher-value subsea services.
Ocean Intervention II entered service after significant upgrades in 2025 and is expected to remain utilized through most of the rest of 2026. Planned simultaneous operations should allow multiple survey activities from the vessel, improving efficiency for customers.
Oceaneering’s Key Operating RisksThe offshore cycle still matters. A decline in commodity prices or customer capital spending could delay offshore developments, weaken equipment demand and lower utilization across core operations.
Risks are not limited to energy demand. IMDS remained weak due to lower West Africa activity and Middle East-related cost pressure, while Manufactured Products had backlog of $445 million at June 30, 2026, down from $516 million a year earlier, and a trailing 12-month book-to-bill ratio of 0.88.
OII’s Hold Signal and Mixed Style ScoresThe bottom line is balanced. Oceaneering is executing better across most segments, benefiting from offshore activity and building a larger government and space platform, but the stock still carries cyclical and project-driven risk.
OII currently carries a Zacks Rank #3 (Hold), with a Value Score of C, Growth Score of C, Momentum Score of D and VGM Score of C. That combination does not point to a clear near-term edge across value, growth or momentum. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
In the broader offshore services landscape, SLB is a useful comparison because its OneSubsea business also serves subsea development and intervention markets. Baker Hughesoffers another benchmark through its subsea production systems and offshore technology exposure.
For OII, diversification is a real strength, but not a clean buy signal by itself. The current rank and mixed scores support a measured view in which improving execution and defense expansion are offset by valuation, offshore cyclicality and limited near-term momentum support.
Rapid7 spustila Cyber GRC a tvrdí, že se stala první velkou platformou pro bezpečnostní operace, která sjednocuje SecOps a GRC. Novinka propojuje řízení rizik a compliance s živými daty o bezpečnosti.
BOSTON, July 28, 2026 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a global leader in AI-powered managed cybersecurity operations, today announced the general availability of Rapid7 Cyber GRC, expanding the Rapid7 Command Platform with native governance, risk, and compliance (GRC) capabilities. The new offering helps organizations continuously understand cyber risk, validate control effectiveness, and simplify compliance by connecting GRC workflows with live security operations data. This shared data foundation gives security and compliance teams a unified, continuously updated view of control performance, active threats, and organizational risk.
With Rapid7 Cyber GRC, Rapid7 becomes the first major security operations platform to unify SecOps and GRC, extending its Preemptive Security strategy across risk, controls, and compliance.
Security operations and governance have historically evolved as separate disciplines, leaving organizations to reconcile security findings, compliance evidence, and business risk across disconnected systems. This fragmentation consumes valuable resources, slows decision-making, and leaves leaders without a current view of whether controls are working. Rapid7 Cyber GRC brings these functions together on a common operational foundation, uniting security operations and governance to support continuous assurance.
Rapid7 Cyber GRC closes that gap by connecting governance workflows directly to live security telemetry. By tying internal controls to current attack-surface visibility, Rapid7 gives security, risk, and compliance teams a shared view of control effectiveness, active threats, and organizational risk.
With Rapid7 Cyber GRC, organizations can:
Continuously validate security controls using live platform telemetry to identify control deficiencies and drift between formal assessments.Automate audit readiness by collecting evidence and mapping controls across multiple compliance frameworks.Streamline third-party risk management with an AI Assessment Assistant that accelerates vendor questionnaires and reviews.Connect security action to measurable risk reduction by bringing active threats, exposures, and findings into year-round compliance workflows. The Cyber GRC also uses AI-powered assistants for compliance workflows and third-party assessments. These capabilities support policy management, third-party risk management, risk registers, audit-ready reporting, and optional PCI Approved Scanning Vendor scanning.
“Preemptive security goes beyond detecting and responding to threats. Organizations need to continuously understand where risk exists, whether controls are working, and where action is needed before gaps become incidents,” said Corey Thomas, Executive Chairman of Rapid7. “By bringing GRC into our platform, Rapid7 Cyber GRC connects what teams detect, what they fix, and what they can prove, turning compliance from a point-in-time exercise into an active part of security operations.”
Since launching Cyber GRC in early access in May 2026, Rapid7 has advanced the offering through customer validation, commercial adoption, and an expanding assurance partner ecosystem. Early customers included GetWell Networks and SelectQuote Insurance Services, demonstrating demand among organizations seeking to connect security operations with continuous compliance.
"What excites me most about Rapid7 Cyber GRC is the ability to use the wealth of security data, asset inventories, and API connectivity already available to us to produce more accurate, timely, and defensible risk reporting,” said Bill Theissen, Managing Partner and Vice President of Consulting Services at Cyber Watch. “Just as important, the platform helps bridge the divide between security engineering and GRC teams through a shared view of risk and a common language for communicating it."
Rapid7 is also building an ecosystem of audit, assurance, and GRC partners that extends continuous assurance beyond the platform. Partners including HITRUST, Insight Assurance, and 360 Advanced help organizations support certification and compliance programs across frameworks such as SOC 2, ISO 27001, HITRUST, CMMC, and FedRAMP.
Cyber GRC is one of four platform innovations Rapid7 is showcasing at Black Hat USA 2026 as part of its broader Preemptive Security strategy, alongside:
AI-Accelerated Exposure Discovery & Visibility, which applies natural language querying and AI-generated summaries to help teams surface exposures faster, identify software risk across the full technology stack, and communicate risk posture clearly to the business.Preemptive MDR Alerts, which surface high-confidence threats before they escalate into incidentsAgentic SOC, which applies AI agents to accelerate investigations and guide response while preserving analyst control over high-impact decisions. Together, these innovations extend Rapid7’s vision for Preemptive Security; helping organizations anticipate risk, continuously validate defenses, and disrupt attacks before they become incidents.
Attendees can experience live demonstrations and expert-led sessions at Rapid7 Booth #2445 in the Black Hat USA Business Hall, as well as at the company’s private space at Border Grill in Mandalay Bay. Join Rapid7 at Black Hat 2026.
About Rapid7
Rapid7, Inc. (NASDAQ: RPD) is a global leader in AI-powered managed cybersecurity operations, trusted to advance organizations’ cyber resilience. Open and extensible, the Rapid7 Command Platform integrates security data, enriching it with AI, threat intelligence, and 25 years of expertise and innovation to reduce risk and disrupt attackers. As a recognized leader in preemptive managed detection and response (MDR), Rapid7 unifies exposure and detection to transform the cybersecurity operations of more than 11,500 customers worldwide. For more information, visit our website, check out our blog, or follow us on LinkedIn or X.
Media Contact
Christine Nurnberger
SVP Global Marketing and Growth [email protected]
(857) 216-7804
ABM spustila v terminálu B na letišti LaGuardia pilotní program autonomních robotů pro inspekci a úklid. Součástí je i jeden z prvních robotických „psů“ v terminálu amerického letiště.
NEW YORK, July 28, 2026 (GLOBE NEWSWIRE) -- ABM (NYSE: ABM), a leading provider of facility, engineering and infrastructure solutions, announced today the launch of a robotics program at LaGuardia Airport’s award-winning Terminal B. In partnership with LaGuardia Gateway Partners (LGP), the operator of Terminal B, ABM is introducing both autonomous inspection and cleaning robots — including one of the first robotic quadruped “dogs” to be deployed in a U.S. airport terminal.
The pilot program is the latest step in ABM’s long-standing collaboration with LGP to deliver world-class guest experiences and operational excellence. Terminal B has already achieved global recognition as the first terminal in North America to earn the prestigious 5-Star Rating from Skytrax and was named the “World’s Best New Airport Terminal” in 2023.
Building on the successful deployment of the ABM Performance Solutions integrated facilities model and ABM Connect™ for Aviation, which leverage sensor data, IoT, and AI to optimize operations, the ABM robotics deployment will further enhance safety, efficiency, and the passenger experience across Terminal B.
Robotics in Action at Terminal B
The pilot features three advanced robotic platforms, designed to complement and support ABM’s human workforce and elevate the terminal environment:
Robotic Dog – In partnership with Skild.ai, ABM is deploying a four-legged inspection robot, marking one of the first appearances of a robotic dog in an American airport. Skild AI is building a general-purpose robot brain for any robot morphology and task. Passengers may see the robot inspecting airport facilities, where it will quietly and efficiently support ABM staff in maintaining a safe, clean, and welcoming space.
Autonomous Floor Scrubbers – Complementing the inspection role of the robotic quadruped dog, these purpose-built scrubbers, in partnership with CenoBots, leverage advanced 3D LiDAR navigation and intelligent mapping to deliver consistent, high-quality floor cleaning. With the ability to run up to six hours autonomously, automatically recharge, and minimize downtime, the scrubbers help ABM redeploy staff to higher-value guest-facing tasks, while ensuring Terminal B continues to set the industry standard for cleanliness.
Autonomous Vacuums: Complementing the floor scrubbers, these dual-function autonomous units, deployed in partnership with CenoBots, use advanced navigation and intelligent mapping to capture both fine dust and larger debris across high-traffic terminal areas. Designed for continuous operation with self-charging capability, they help reduce manual effort, improve cleaning consistency, and enable ABM team members to focus on higher-value, guest-facing tasks, while maintaining Terminal B’s industry-leading standard of cleanliness. Together, these platforms demonstrate how robotics, AI, and ABM Connect for Aviation work in unison to enhance facility performance, deliver measurable ROI, and create meaningful improvements in the passenger journey.
“Airports are among the most dynamic environments in the world, and Terminal B is the perfect stage to demonstrate how robotics, AI, and data integration can transform facility operations,” said Sean Bromfield, President of Aviation, ABM. “This pilot underscores ABM’s leadership in anticipating our clients’ evolving needs and investing in real, ROI-driven innovation. Robotics and AI are not about replacing people but empowering them—freeing our teams to focus on the work that most directly impacts travelers and strengthens the guest experience.”
“LaGuardia Terminal B has become a global benchmark for excellence in guest experience, and this robotics pilot takes our innovation commitment to the next level,” said Suzette Noble, Chief Executive Officer, LaGuardia Gateway Partners. “We are proud to partner with ABM to test emerging technologies that align with our vision for a smarter, safer, and more seamless airport journey.”
About ABM
ABM (NYSE: ABM) is one of the world’s largest providers of integrated facility, engineering, and infrastructure solutions. Every day, our over 100,000 team members deliver essential services that make spaces cleaner, safer, and efficient, enhancing the overall occupant experience.
ABM serves a wide range of market sectors including commercial real estate, aviation, mission critical, and manufacturing and distribution. With over $8 billion in annual revenue and a blue-chip client base, ABM delivers innovative technologies and sustainable solutions that enhance facilities and empower clients to achieve their goals. Committed to creating smarter, more connected spaces, ABM is investing in the future to meet evolving challenges and build a healthier, thriving world. ABM: Driving possibility, together.
For more information, visit www.abm.com
About LaGuardia Gateway Partners
LaGuardia Gateway Partners (LGP) is the private manager and developer of the new award-winning, state-of-the-art LaGuardia Terminal B. LGP is composed of Vantage Group and Meridiam for development and equity investment with Vantage Group leading the terminal management.
The Port Authority of New York and New Jersey is undertaking a historic redevelopment of LaGuardia Airport, of which Terminal B is one part. LGP won the bid issued by the Port Authority to deliver the extensive capital redevelopment project of Terminal B and provide worldclass terminal facilities and operations for passengers and airlines. In 2022, the $5.1B Terminal B project – a public-private partnership – finished on time and budget. In 2023, LaGuardia Terminal B became the first airport terminal in North America to be awarded a perfect 5-star rating for customer experience by Skytrax.
LaGuardia Terminal B is home to Air Canada, American Airlines, Frontier Airlines, JetBlue Airways, Porter Airlines, Southwest Airlines, and United Airlines.
Whirlpool zveřejní odložené výsledky 3. srpna, zatímco opční trh počítá s 11% pohybem akcie. Slabý trh s bydlením a utlumená poptávka po spotřebním zboží zvyšují nejistotu kolem výhledu.
This is a fair market value price provided by Massive. Learn more.
52-Week Range$35.45▼
$96.57P/E Ratio13.25
Price Target$51.22
Options markets are currently pricing an aggressive 11% swing for Whirlpool NYSE: WHR ahead of the delayed Aug. 3 earnings report. While the scheduling shift stems from CEO Marc Bitzer's recovery from a minor bicycle accident, the outsized volatility premium reflects deeper structural uncertainty in consumer durables and a housing market in stagnation.
By looking at the pricing of at-the-money straddles expiring just after the report release, investors can see market makers are bracing for severe turbulence. Whirlpool sits at the direct intersection of consumer credit health and real estate velocity.
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As a leading proxy for new home builds and extensive renovations, the upcoming guidance update will heavily dictate market sentiment for the broader housing and home improvement sectors. Understanding the underlying metrics driving this implied move turns this specific earnings report into one of the most critical macro tells of the quarter.
Pouring the Foundation: Appliances and Home SalesIn the consumer durables sector, appliance revenues historically lag existing home turnover by three to six months. With annualized existing home sales stagnating near 4.09 million units through mid-2026, the frozen real estate market is translating directly into a dormant replacement cycle.
High interest rates have trapped homeowners in their current mortgages, a phenomenon that severely limits the organic turnover naturally driving big-ticket discretionary purchases. A consumer moving into a newly purchased existing home often initiates a remodeling cycle by upgrading the kitchen suite or laundry machines.
When transaction velocity drops, that cascading effect on consumer durables creates a measurable revenue vacuum.
Management recently compared the 10% first-quarter industry demand drop directly to conditions during the global financial crisis. The delayed August earnings report will capture the severity of the real estate freeze experienced earlier this year, moving the narrative from theoretical macro headwinds to quantifiable margin compression.
Structural Flaws: Debt Loads and Margin DecayLooking closely at the underlying financials reveals severe distress beneath the surface. Whirlpool is trading down roughly 47% year to date, hovering near its 52-week low of $35.45. While the trailing price-to-earnings ratio is 12.79, the forward price-to-earnings ratio of 32.67 signals market expectations of a sharp earnings contraction. The price-to-book ratio is at a low of 0.78, reflecting a deep discount on Whirlpool's assets by institutional investors.
Profitability metrics highlight the operational strain. Net margins are heavily compressed at 1.08%, with pre-tax margins of 2.15% and a return on equity of 7.68%. S&P Global recently downgraded the corporate credit rating to BB, projecting adjusted leverage will remain elevated near 4.9x through the end of the year. This heavy debt load, combined with a half-billion-dollar inventory glut, restricts free cash flow and operational flexibility.
To preserve capital and ensure survival, Whirlpool officially suspended dividends in May 2026, pivoting aggressively to prioritize paying down over $900 million in debt and to shift to an asset-based revolver. Reeling from the invalidation of emergency tariffs and multiyear inflationary pressures, the manufacturer implemented a 10% price hike in April, followed by a planned 4% list-price increase in July.
Goldman Sachs recently downgraded the stock to neutral, citing a 15% collapse in discretionary appliance purchases and forecasting North American shipments to decline an additional 4% for the full year. Raising prices into a collapsing demand curve rarely expands margins. It typically accelerates volume decay. Consumers are opting to repair rather than replace large units, a shift evident in the isolated 13.5% growth forecast within Whirlpool's small domestic appliances and spare parts divisions.
Remodeling the Boardroom: Appaloosa Steps InThe 11% implied options move is not entirely driven by macroeconomic uncertainty. Idiosyncratic risks are heavily polluting the volatility premium. Appaloosa Management, led by billionaire David Tepper, initiated a hostile public campaign against Whirlpool earlier in 2026. The activist fund criticized board governance and capital allocation, noting a 52% total shareholder loss under current executive tenure and condemning recent recapitalization strategies as highly dilutive.
Activist investors target durable goods manufacturers when they spot fixable inefficiencies in cash flow generation. In an effort to bypass traditional retail bottlenecks and improve margins, Whirlpool is accelerating its direct-to-consumer marketing push through a new collaboration with GrowthLoop. While building a direct sales channel offers long-term higher-margin potential, it requires significant upfront capital expenditure at a time when the balance sheet is already under severe duress. The options market is pricing in balance-sheet survival just as much as it reflects broader real estate velocity.
Whirlpool Corporation (WHR) Price Chart for Tuesday, July, 28, 2026
Collateral Damage: Downstream Retail ContagionDistress at the original equipment manufacturer level rarely stays contained. If Whirlpool fails to clear its backlog despite recent cost-cutting measures, it becomes a direct headwind for major distribution partners. A downward guidance revision from Whirlpool will serve as an immediate warning shot for home improvement giants like Home Depot NYSE: HD and Lowe's NYSE: LOW.
These retailers rely heavily on big-ticket replacements to drive seasonal revenue and support operating margins. When consumers defer large purchases, retailers lose the high-value transactions that pad quarterly earnings, along with the lucrative installation and extended warranty attachments that accompany them. The appliance backlog at the manufacturing level signals imminent margin compression for these downstream players, making Whirlpool's inventory health a leading indicator for broader retail contraction.
Final Walkthrough: Navigating the Implied MoveNavigating an aggressive double-digit implied move requires separating company-specific balance sheet maneuvers from broader macroeconomic signals. The underlying demand metrics provided during the upcoming call will offer a clear read on distressed consumers.
Cautious investors might monitor Whirlpool's forward guidance on Aug. 3 as a health check before adjusting exposure to the broader housing and home remodeling sectors. If management confirms sustained demand compression and an inability to pass costs on to consumers, it could trigger a reassessment of valuations across homebuilders and home improvement retailers. Those tracking the structural shifts in the physical economy can use this data point to map the trajectory of consumer discretionary spending heading into the fall.
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Wall Street čeká, že Revvity při výsledcích za čtvrtletí končící v červnu vykáže zisk 1,23 USD na akcii, tedy meziročně o 4,2 % více, při tržbách 704,54 mil. USD (-2,2 %).
Wall Street expects a year-over-year increase in earnings on lower revenues when Revvity (RVTY - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis maker of scientific instruments is expected to post quarterly earnings of $1.23 per share in its upcoming report, which represents a year-over-year change of +4.2%.
Revenues are expected to be $704.54 million, down 2.2% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Revvity?For Revvity, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Revvity will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Revvity would post earnings of $1.02 per share when it actually produced earnings of $1.06, delivering a surprise of +3.92%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Revvity doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAmong the stocks in the Zacks Medical Services industry, BrightSpring Health Services, Inc. (BTSG - Free Report) , is soon expected to post earnings of $0.37 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +68.2%. This quarter's revenue is expected to be $3.65 billion, up 16% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for BrightSpring Health Services, Inc. has been revised 2.2% down to the current level. Nevertheless, the company now has an Earnings ESP of -1.35%, reflecting a lower Most Accurate Estimate.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that BrightSpring Health Services, Inc. will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Enlight Renewable Energy Ltd. (ENLT - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The earnings report, which is expected to be released on August 4, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $0.07 per share in its upcoming report, which represents a year-over-year change of +600%.
Revenues are expected to be $188.39 million, up 39.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.94% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Enlight Renewable Energy Ltd.?For Enlight Renewable Energy Ltd., the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -42.75%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Enlight Renewable Energy Ltd. will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Enlight Renewable Energy Ltd. would post earnings of $0.07 per share when it actually produced earnings of $0.08, delivering a surprise of +14.29%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Enlight Renewable Energy Ltd. doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerCrescent Energy (CRGY - Free Report) , another stock in the Zacks Alternative Energy - Other industry, is expected to report earnings per share of $0.59 for the quarter ended June 2026. This estimate points to a year-over-year change of +37.2%. Revenues for the quarter are expected to be $1.23 billion, up 37.2% from the year-ago quarter.
The consensus EPS estimate for Crescent Energy has been revised 18.4% lower over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -8.94%.
When combined with a Zacks Rank of #3 (Hold), this Earnings ESP makes it difficult to conclusively predict that Crescent Energy will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
RingCentral za poslední měsíc posílil o 37,4 % a v předchozí seanci vystřelil na nové 52týdenní maximum 55,3 USD. Firma navíc už čtyři čtvrtletí po sobě překonala odhady zisku.
A strong stock as of late has been RingCentral (RNG - Free Report) . Shares have been marching higher, with the stock up 37.4% over the past month. The stock hit a new 52-week high of $55.3 in the previous session. RingCentral has gained 85.9% since the start of the year compared to the 9.6% move for the Zacks Computer and Technology sector and the 9.4% return for the Zacks Internet - Software and Services industry.
What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on July 23, 2026, RingCentral reported EPS of $1.22 versus consensus estimate of $1.17 while it beat the consensus revenue estimate by 1.03%.
For the current fiscal year, RingCentral is expected to post earnings of $4.93 per share on $2.64 in revenues. This represents a 13.07% change in EPS on a 4.79% change in revenues. For the next fiscal year, the company is expected to earn $5.31 per share on $2.76 in revenues. This represents a year-over-year change of 7.73% and 4.76%, respectively.
Valuation MetricsWhile RingCentral has moved to its 52-week high over the past few weeks, investors need to be asking, what is next for the company? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.
On this front, we can look at the Zacks Style Scores, as they provide investors with an additional way to sort through stocks (beyond looking at the Zacks Rank of a security). The individual style scores for Value, Growth, Momentum and the combined VGM Score run from A through F. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.
RingCentral has a Value Score of A. The stock's Growth and Momentum Scores are A and C, respectively, giving the company a VGM Score of A.
In terms of its value breakdown, the stock currently trades at 10.9X current fiscal year EPS estimates, which is not in-line with the peer industry average of 12.9X. On a trailing cash flow basis, the stock currently trades at 8X versus its peer group's average of 11.7X. Additionally, the stock has a PEG ratio of 0.89. This is good enough to put the company in the top echelon of all stocks we cover from a value perspective, making RingCentral an interesting choice for value investors.
Zacks RankWe also need to look at the Zacks Rank for the stock, as this is even more important than the company's VGM Score. Fortunately, RingCentral currently has a Zacks Rank of #2 (Buy) thanks to rising earnings estimates.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if RingCentral passes the test. Thus, it seems as though RingCentral shares could still be poised for more gains ahead.
Perp kontrakt Hyperliquidu na SK Hynix krátce spadl o 17,9 % 28. července po neobvyklém předobchodním obchodu v Jižní Koreji, který se propsal do cenotvorby oraclem. Incident vyšetřuje Trade.xyz.
Hyperliquid’s SK Hynix perpetual contract briefly fell about 17.9% on July 28 after an unusually low pre-market trade in South Korea fed into the contract’s oracle pricing.
Summary
17.9% intraday decline followed one anomalous NXT trade involving only a single SK Hynix share. Trade.xyz operates the SKHX market and is investigating the oracle-driven move, Hyperliquid representatives said publicly. HIP-3 deployers control oracle inputs, leverage settings and settlements for markets they independently create themselves. The market, officially listed as xyz:SKHX, tracks the U.S. dollar value of one common SK Hynix share traded in South Korea. Hyperliquid’s interface displays the contract as SKHYNIX-USDC and permits leverage of up to 10 times.
A Hyperliquid representative said the market was deployed and operated by Trade.xyz under the HIP-3 framework. Trade.xyz is investigating and plans to publish an update after reaching a conclusion, according to a statement reported by ChainThink.
Hyperliquid Community Addresses SK Hynix Perp Anomaly: Deployed by XYZ and Under Investigation
Hyperliquid’s xyz:SKHYNIX perpetual contract briefly fell 17.9% after an anomalous pre-market trade in South Korea’s NXT market priced one SK Hynix share at KRW 1.272 million,… pic.twitter.com/7dpHsi5Ks0
— Wu Blockchain (@WuBlockchain) July 28, 2026 One SK Hynix share triggered the initial price anomaly
The disruption began shortly after South Korea’s alternative exchange, NextTrade, opened its pre-market session. One SK Hynix share changed hands at 1.272 million won, 29.96% below the previous close of 1.816 million won.
The trade briefly placed the stock at its daily lower price limit. Korean reports attributed the print to a possible order error combined with limited liquidity during the early session. The underlying price later moved back above that isolated trade.
On-chain tracker HyperInsight said SKHX dropped from about $1,128.20 to $927 as the external price change moved through the oracle and mark-price system. The contract later recovered above $1,100.
The event occurred during a broader decline in South Korean semiconductor shares. SK Hynix closed the regular Seoul session at 1.55 million won, down 14.65%, although that closing move was less severe than the initial one-share print.Trade.xyz documentation states that the SKHX oracle tracks one SK Hynix common share and converts its Korean won price into U.S. dollars using the prevailing exchange rate.
That design allowed the unusual NXT transaction to affect the on-chain contract even though it involved only one share. Leveraged positions linked to the mark price could then face liquidations or automatic deleveraging as the contract moved lower.
DefiLlama’s later snapshot showed SKHX at approximately $1,067, down 13.7% over 24 hours. Open interest stood near $406 million after falling about 20%, while daily volume exceeded $1 billion. These figures can continue changing as positions are opened and closed.
There is no verified evidence that Hyperliquid’s blockchain or smart contracts were compromised. The available information points to an external market print passing through Trade.xyz’s pricing methodology.
HIP-3 makes Trade.xyz responsible for market operation HIP-3 allows independent teams to launch perpetual markets on Hyperliquid while using the network’s order books, margin system and liquidation engine. The deployer defines the contract, selects its oracle and controls leverage limits and settlement.
Hyperliquid’s API documentation says deployers supply oracle prices, external perpetual prices and as many as two additional mark-price inputs. The protocol combines those values with a local price based on the best bid, best offer and latest trade. Deployers are expected to consider unusual market conditions when designing price feeds. They must stake 500,000 HYPE and can face slashing for misconduct involving their markets.
As previously reported, Hyperliquid’s HIP-3 framework places oracle selection and market controls with outside deployers. That structure expands the number of tradable assets but makes each deployer’s price methodology central to risk management.
Trade.xyz has not published its conclusion Trade.xyz had not issued a final incident report when checked. Key unanswered questions include which NXT price inputs entered the oracle, whether filters operated as designed and whether any safeguards will change.
The market remained active after the disruption. Hyperliquid’s documentation allows deployers to halt trading, adjust open-interest limits or settle a contract, but no permanent SKHX suspension had been announced.
Notably, other decentralised exchanges have also introduced perpetual contracts for Korean stocks, increasing the links between thin local trading sessions and continuously operating crypto derivatives.
The next verified update is expected from Trade.xyz. Any final assessment should clarify whether the contract behaved according to its published rules or whether its oracle methodology requires changes.
Hyperliquid se stává backendem pro DeFi perps: stovky vývojářů včetně MetaMask, Phantom a VALR na něm staví aplikace a builder codes už vynesly asi 90 milionů USD.
Hyperliquid, as its name suggests, has become the decentralized exchange of choice for many traders, particularly those who want to trade perpetual futures or “perps,” blockchain-based derivatives contracts that allow users to speculate on the price of an asset with leverage and no expiration date.
Created by Harvard classmates Jeff Yan and a pseudonymous developer known as iliensinc, Hyperliquid, which went live at the start of 2023, is capitalizing on its volume and depth of order book by offering firms something akin to composibility: the concept from decentralized finance (DeFi), whereby permissionless smart contracts can slot together like money LEGOs, the building blocks of new tokenized financial products.
Hyperliquid’s Ethereum-compatible HyperEVM connects directly to its super-fast homegrown HyperCore blockchain, allowing other applications to compose atop the platform’s shared liquidity rather than fragmenting it. In other words, applications like wallets or even other exchanges can piggyback on Hyperliquid, using it as a backend to offer perps trading and other services.
As more builders deploy on and integrate Hyperliquid, liquidity deepens, the variety of assets expands, and network effects compound. There are now hundreds of developers — including big names like MetaMask, Phantom wallet and South African exchange VALR — using Hyperliquid’s system of “builder codes.” Builders have generated some $90 million in revenue so far, according to Flowscan.
A growing army of acolytes can’t praise the platform enough.
“Hyperliquid is not just a perpetuals exchange, it’s more like the AWS for finance,” said Hansu Jian, CEO of Hyperion DeFi, the first U.S.-listed treasury company focused on Hyperliquid’s native token HYPE.
“The perps part is great, but this is really a layer-one blockchain infrastructure. The service on offer is actually liquidity, and having all these markets work well, and allowing anyone to build things on top of them,” Jian said in an interview.
Similar to AWS for cloud infrastructure, builders own their users and fully control the user interface, while Hyperliquid provides the underlying liquidity and execution. Builder code integrators charge fees on the notional size of their users’ trades without developing the backend or maintaining liquidity.
“Builder codes let integrators focus on what they do best, delivering a great user experience, while Hyperliquid serves as the backend for liquidity and execution,” said Sterling Barnett, business development lead at Hyperliquid Labs, via email. “Integrators can offer their users best-in-class onchain liquidity and institutional-grade infrastructure, and earn fees on every trade.”
For an app like MetaMask, the Ethereum-based wallet that reports over 100 million users worldwide, it makes perfect sense to fuse with Hyperliquid’s EVM module. MetaMask has given its users self-custodial access to perps directly from the wallet since October of 2025.
Being a wallet has the advantage that there’s no decentralized app (dApp) to connect to, while fund transfers are streamlined to the point where users can trade directly with the tokens they already hold, said Matthieu Saint Olive, Staff Product Manager at MetaMask. It plugs into MetaMask’s money account, social login, and follow trading and leaves Hyperliquid to handle matching, the oracle, and the margin engine, he said.
“Matching orders is genuinely hard, and Hyperliquid is excellent at it, so we don’t try to rebuild it,” said Saint Olive via email. “By routing orders straight to the Hyperliquid order book, MetaMask Perps offers some of the best liquidity and execution quality available anywhere. ”
MetaMask said it’s seeing growth beyond crypto towards things like commodities and equities, according to Saint Olive. “Real-world-asset markets have gone from a small slice of perp volume at the start of 2026 to roughly a quarter of it today,” he said.
When it comes to fees, MetaMask charges a flat 0.1% builder fee, disclosed up front, with no hidden spread and nothing buried in execution, so a trader can verify exactly what they paid. “We think that transparency is the real advantage, and we’re actively exploring more innovative pricing models, because we want the economics to be a reason people choose MetaMask, not a source of friction,” Saint Olive added.
It’s more surprising to find a large centralized exchange handing over liquidity requirements to Hyperliquid’s perps order book. But taking the Hyperliquid route has proved a good option for South Africa-based exchange VALR, ranked among the largest exchanges in Africa with close to two million retail customers and about 2,000 corporate institutional customers, according to the exchange’s CEO and co-founder, Farzam Ehsani.
Having started out offering customers spot market, spot margin, and then perpetuals, the team at VALR built all the infrastructure in-house, including risk and liquidation engines, Ehsani said. Despite all the hard work that went into launching perpetual futures, Ehsani said candidly that it was difficult to get volume and liquidity.
“So perpetual futures on our own books didn't take off as we had hoped they would, predominantly because of the liquidity and volume,” Ehsani said in an interview. “Our volume is our volume; we are truthful and transparent and don’t do any wash trading or anything like that. We saw Hyperliquid bringing a huge amount of volume and market participants from all over the world together and thought, ‘Why don't we plug into that?’”
Looking ahead, when the likes of Robinhood, Coinbase, Intercontinental Exchange and others go full throttle into offering perps, there will be opportunities for cross-venue arbitrage, according to Jian of Hyperion.
“Say you are maintaining one position on Robinhood, for example, and the other side of the position on Hyperliquid,” Jian said. “Then, because you have a lot of what's called non-toxic flow, which is when more retail users are just purely entering and exiting the market, you'll be able to see more organic mechanisms for funding rates.”
Hyperliquid údajně testuje KYC a allowlist pro regulované obchodování tokenizovaných aktiv, podobně jako Uniswap. Podle analytiků to může otevřít cestu pro U.S. trhy.
Hyperliquid is reportedly testing a KYC (Know Your Customer) feature with an allowlist, raising questions about the decentralized exchange’s (DEX) plans.
According to analyst Rajiv Patel, the platform pushed a new feature, dubbed Stars, that allows deployers to make a HIP-3 (commodity futures) allowlist for trading. The allowlist can have up to 10K addresses; those not included can only fund their accounts but not trade. Sounds like a centralized exchange (CEX), right?
Most analysts speculated that the move could be a push to activate a front-end for U.S. users, calling it a ‘Hyperliquid U.S.’ In fact, crypto investor McKenna also shared a similar stance and added,
Clearly the conversation with Hyperliquid Labs, HPC and TradeXYZ with the SEC/CFTC have been productive. Building the infrastructure to onboard into the United States.
Another analyst added that the move was likely to segment U.S. users and market makers (MMs) to separate orderbooks (liquidity pools) from Hyperliquid’s massive offshore segment.
Source: X Is Hyperliquid following Uniswap’s steps? AMBCrypto shares a similar outlook, but the trend is not unique to Hyperliquid. Last week, Uniswap unveiled its first ‘permissioned pools’ with the same allowlist feature. According to Uniswap CEO Hayden Adams, the move was aimed at ensuring trading of “regulated tokens and tokenized assets.”
Now that Hyperliquid is the second DEX exploring a similar KYC feature, the move is likely designed to ensure tokenized assets trading meets U.S. compliance checks.
Worth pointing out that Hyperliquid became the first DEX to start screening and blocking addresses linked to the sanctioned HTX exchange (formerly Huobi Global, owned by Justin Sun).
The move comes amid increased engagement with the U.S. regulators on how the U.S. markets can access Hyperliquid in a regulated way.
Currently, the U.S. does not have any clear DeFi regulatory framework. But Hyperliquid Labs, Hyperliquid Policy Center, and TradeXYZ (top issuers of pre-IPO and commodity futures on the DEX) recently met with the U.S. SEC.
Part of the agenda was to explore viable ways of accessing on-chain trading within regulatory bounds. The KYC feature may be just one of the steps towards regulated trading in DeFi.
Some viewed the move as short-term bearish for the HYPE, Hyperliquid’s native token. Separately, HIP-3 daily volume has hit about 60% of the total Hyperliquid volume and is dominated by TradeXYZ (99%).
Source: ASXN Critics view this as a dominance risk for the DEX, especially if TradeXYZ is hacked or decides to build its own platform.
However, TradeXYZ’s CEO Collins Belton downplayed the fears. He noted that ‘there is no reason to leave,’ citing Hyperliquid’s connected ecosystem, including crypto, commodities, options, and prediction markets.
Meanwhile, HYPE traded at $55, extending July losses to 25% from the monthly peak of $73.
Final Summary Like Uniswap, Hyperliquid is reportedly exploring a KYC-based front-end for regulated tokenized asset trading. TradeXYZ dismissed plans of leaving the Hyperliquid ecosystem amid rising dominance risk.
Key Takeaways Sprouts Farmers' Q2 revenues are projected to rise 4.9% to $2.33 billion.Health-focused products, loyalty gains and new stores may support Sprouts Farmers' sales growth.Consumer caution, pricing investments and fuel costs may pressure Sprouts Farmers' margins. With Sprouts Farmers Market, Inc. (SFM - Free Report) set to announce its second-quarter 2026 earnings results on July 29, after the market closes, investors are faced with a critical question: Can SFM continue its streak of surprising results, or will challenges in the grocery sector temper growth?
The Zacks Consensus Estimate for second-quarter revenues stands at $2,329 million, indicating a 4.9% increase from the prior-year reported figure. On the earnings front, the consensus estimate has remained stable at $1.35 per share over the past 30 days, matching the year-ago figure.
Sprouts Farmers has a trailing four-quarter earnings surprise of 5%, on average. In the last reported quarter, this Phoenix, AZ-based company surpassed the Zacks Consensus Estimate by 2.4%.
Image Source: Zacks Investment Research
What the Zacks Model Indicates for SFM’s Q2 EarningsAs investors prepare for Sprouts Farmers’ second-quarter results, the question looms regarding an earnings beat or miss. Our proven model does not conclusively predict an earnings beat for Sprouts Farmers this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that’s not the case here. You can see the complete list of today’s Zacks #1 Rank stocks here.
Sprouts Farmers has a Zacks Rank #3 and an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Factors Likely to Have Shaped Sprouts Farmers' Q2 OutcomeSprouts Farmers’ second-quarter performance is likely to have benefited from continued demand for differentiated health and wellness products, which remain central to its merchandising strategy. Management has emphasized that innovation and product discovery continue to resonate with customers, supported by a strong pipeline of emerging brands and a growing portfolio of Sprouts-branded offerings. The company has also been strengthening its position in organic and attribute-driven categories while expanding affordable meal solutions, helping reinforce customer loyalty and support basket growth. These initiatives are likely to have contributed to top-line performance.
The company has been leveraging its loyalty program to deepen relationships with shoppers through more personalized offers and targeted promotions. Management indicated that customer response to the enhanced loyalty platform has been encouraging, with stronger engagement from core shoppers and growing participation from newer members. At the same time, the retailer has continued refining its pricing strategy by selectively lowering prices on key everyday items and testing promotional initiatives designed to improve value perception while encouraging repeat visits and larger baskets.
Sprouts Farmers has continued investing in its supply chain, including the expansion of its self-distribution capabilities, which are intended to improve inventory management, product availability and long-term efficiency. The company has also highlighted strong performance from recently opened stores, supported by disciplined site selection and effective local marketing. Alongside these efforts, investments in store operations, employee training and technology are expected to have enhanced execution, improved the in-store shopping experience and positioned the business for sustainable long-term growth.
On the other hand, second-quarter results are likely to be tempered by a still-cautious consumer environment and ongoing pressure on discretionary spending. Management has noted that less-engaged shoppers remained under pressure, with customers continuing to trim the final items from their baskets. Margin performance may also have faced headwinds from continued investments in loyalty rewards and targeted pricing actions aimed at improving affordability, along with higher fuel-related transportation costs. These factors, coupled with continued pressure from lower comparable sales at mature stores, are likely to have weighed on profitability during the quarter. We expect second-quarter gross margin and adjusted EBIT margins to contract by 30 and 80 basis points year over year, respectively.
SFM Stock Price PerformanceShares of Sprouts Farmers have jumped 8.1% over the past three months compared with the industry’s 18.8% rise.
Sprouts Farmers has trailed Grocery Outlet Holding Corp. (GO - Free Report) but outpaced The Kroger Co. (KR - Free Report) . While shares of Kroger have declined 13.5%, Grocery Outlet has surged 22.5%.
Image Source: Zacks Investment Research
Does SFM Present a Strong Case for Value Investing?SFM’s valuation remains elevated relative to the industry. Sprouts Farmers currently trades at a forward 12-month price-to-sales (P/S) multiple of 0.73, which positions it at a premium compared to the industry’s average of 0.21. At the same time, SFM is trading below its 12-month median P/S of 0.81.
This premium positioning is especially notable when compared to peers like Grocery Outlet (with a forward 12-month P/S ratio of 0.20) and Kroger (0.23).
Image Source: Zacks Investment Research
Final Words on SFMSprouts Farmers enters its second-quarter earnings release with a balanced mix of strengths and challenges. Continued momentum in health and wellness products, loyalty initiatives, innovation, and supply-chain improvements is expected to have supported the business, but ongoing consumer caution and margin pressures from value investments could have limited the upside. With the Zacks model not signaling a likely earnings beat, investors may prefer to wait for the quarterly results and management's outlook before taking fresh positions. Existing shareholders can continue holding the stock, while prospective investors should monitor whether the company delivers sustained traffic improvement and margin stability before becoming more constructive on the shares.
Henry Schein očekává ve 2. čtvrtletí tržby 3,36 miliardy USD, což je meziročně o 3,8 % více. Firma má také Earnings ESP +0,41 % před výsledky 4. srpna.
Key Takeaways Henry Schein is expected to report Q2 revenues of $3.36 billion, up 3.8% year over year.HSIC may benefit from dental demand, specialty products growth and AI-enabled software momentum.Henry Schein has an Earnings ESP of 0.41% ahead of its Aug. 4 second-quarter earnings release. Henry Schein, Inc. (HSIC - Free Report) is scheduled to release second-quarter 2026 results on Aug. 4, before the opening bell.
In the last reported quarter, the company posted adjusted earnings per share (EPS) of $1.32, which surpassed the Zacks Consensus Estimate by 10%. Henry Schein’s earnings beat estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 3.74%.
Q2 Estimates for HSICThe Zacks Consensus Estimate for the company’s second-quarter revenues is pegged at $3.36 billion, which suggests an increase of 3.8% from the year-ago reported figure.
The Zacks Consensus Estimate for second-quarter EPS is pinned at $1.22, indicating a year-over-year improvement of 10.9%. The estimate has remained constant in the past 30 days.
Here’s a quick overview of the company’s performance leading up to this announcement.
Key Factors Likely to Have Driven HSIC’s Q2 PerformanceGlobal Distribution and Value-Added ServicesWithin this segment, U.S. dental merchandise sales have likely remained solid, reflecting continued volume growth driven by sales initiatives introduced last year. Earlier Henry Schein One eClaims trends pointed to modest U.S. procedure growth, which may have continued in the second quarter, while patient traffic is expected to have remained stable to slightly positive. Solid sales volume growth may have also translated into continued market share gains. Internationally, Henry Schein’s dental merchandise sales are likely to have benefited from continued strength in the United Kingdom, Italy and Brazil.
U.S. dental equipment sales in the second quarter of 2026 may have gained from ongoing demand for traditional equipment, particularly from dental support organizations (DSOs), as they continued to invest in their practices. Henry Schein is likely to have benefited from exclusive supplier-initiated opportunities, with suppliers continuing to view the company as a strategic channel for market share expansion. However, softness in sales of Intraoral scanners and 3D printers from lower average selling prices from new market entrants may have persisted, putting pressure on digital equipment sales.
However, lower average selling prices from new market entrants are likely to have continued to weigh on intraoral scanner and 3D printer sales, putting pressure on digital equipment sales.
In the second quarter, International dental equipment sales may have seen robust performance in traditional equipment. Equipment sales growth was especially good in Germany, the U.K., Canada, Australia and New Zealand.
The performance of the U.S. Medical distribution business may have benefited from strong growth in Home Solutions and dialysis. Henry Schein’s Global Value-Added Services may have also contributed favorably, driven by continued momentum in the international business solutions business.
Our model projects Henry Schein’s Global Distribution and Value-Added Services revenues to increase 2.9% year over year in the second quarter.
Global Specialty ProductsThe segment is likely to have witnessed a robust performance due to the solid demand for implants and biomaterials. As seen in the prior quarter, value implants growth, led by Henry Schein’s SIN and Biotech Dental businesses, may have continued to outpace growth in premium implants. Europe is also likely to have continued to outperform the United States, with strong clinical engagement supporting demand for premium implants.
The Endodontics business may have continued to benefit from expanded commercial reach through Henry Schein’s U.S. distribution team as well as select international channels.
We also expect favorable contribution from the Orthodontics business, aided by continued sales through the company’s U.S. dental distribution channel. In April 2026, the business announced the U.S. availability of Froggymouth, a myofunctional device manufactured by Biotech Dental Smiler designed to support the management of orofacial dysfunctions. This development may have also boosted the segment’s top line in the second quarter.
Going by our model, Global Specialty Products’ revenues are expected to increase 7.1% year over year.
Global Technology In the second quarter, the segment may have continued to benefit from strong demand for its cloud-based software technology solutions. The ongoing integration of AI solutions into the global suite of practice management software solutions may have been a tailwind. Similar to the previous quarter, U.S. performance is expected to have been driven by the Dentrix Ascend practice management platform, while continued momentum in the Dentally cloud-based platform may have boosted international sales.
Henry Schein One also launched the Next Generation Clinical Workflow, a voice-driven, AI-enabled advancement embedded within the Dentrix Ascend platform. Built in collaboration with Amazon Web Services, it brings imaging, charting, diagnostics and treatment planning into a single, continuous experience, enabling practices to complete more tasks during a single patient visit. The launch is likely to have led to more customer adoption, aiding the company’s revenues.
Our model estimates indicate Global Technology revenues will grow 2% year over year.
What Our Model Suggests for HSICPer our proven model, a stock with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, has a higher chance of beating estimates. This is exactly the case here, as you can see below:
Earnings ESP: Henry Schein has an Earnings ESP of +0.41%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #3. You can see the complete list of today’s Zacks Rank #1 stocks here.
Other Key MedTech PicksHere are some other medical stocks worth considering, as these also have the right combination of elements to post an earnings beat this time:
CVS Health (CVS - Free Report) has an Earnings ESP of +1.42% and a Zacks Rank #2. The company is slated to release second-quarter 2026 results on Aug. 5.
CVS’ earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.79%. The Zacks Consensus Estimate expects the company’s second-quarter EPS to increase 3.3% from the year-ago quarter’s figure.
Labcorp (LH - Free Report) has an Earnings ESP of +0.71% and a Zacks Rank #2. The company is slated to release second-quarter 2026 results on July 30.
LH’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 3.31%. The Zacks Consensus Estimate for the company’s second-quarter EPS calls for a rise of 10.1% from the year-ago quarter’s figure.
Cencora, Inc. (COR - Free Report) has an Earnings ESP of +1.49% and a Zacks Rank #2. The company is slated to release third-quarter fiscal 2026 results on Aug. 5.
COR’s earnings beat estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 1.59%. The Zacks Consensus Estimate anticipates the company’s third-quarter EPS will increase 9.3% from the year-ago quarter’s figure.
Space names are under heavy pressure Tuesday morning as a broad-based sector selloff swamps positive company-specific news. SpaceX (NASDAQ:SPCX | SPCX Price Prediction) shares are down 3% to $109.96, extending a slide that now runs 30% since the June 12 IPO. Plus, SpaceX’s peers are sliding harder despite fresh catalysts.
Rocket Lab (NASDAQ:RKLB) stock is down 9% to $60.63, reversing Monday’s gain. AST SpaceMobile (NASDAQ:ASTS) shares are down 7% to $54.09. The Procure Space ETF is off 2% to $43.03, indicating that the weakness is theme-wide.
The pain is arriving in the same session six members of Congress disclosed SpaceX purchases, an unusual buying signal against a red tape. Those positions are already underwater as SpaceX stock has traded below its $135 IPO price for eight straight sessions.
SpaceX Overhang Drags the Sector Sentiment on SpaceX stock has soured on valuation concerns and a reported first lockup expiration around August 6, which could unlock insider selling. Options positioning reflects that caution: the full-chain put/call ratio sits at 1.07, with the September 18 expiration at 5.52.
Six representatives disclosed SpaceX purchases totaling $182,000 to $480,000 combined, five Republicans and one Democrat, including Reps. Lisa McClain, John James, Daniel Meuser, William Timmons, John McGuire, and Gilbert Cisneros. Several sit on committees touching SpaceX’s military contracts or Starlink. A partial congressional stock-trading ban passed the House last week but isn’t expected to clear the Senate.
The prediction markets are leaning bearish on SpaceX today. Polymarket assigns a 56% probability of a lower close, and the crowd assigns only a 54% probability of the stock holding above $110 into month-end.
Good News Isn’t Helping Peers Rocket Lab announced its largest contract ever on Monday, a $266 million U.S. Space Force award covering 12 suborbital launches with an option for six more, tied to missile defense and a new Kodiak, Alaska launchpad. Citizens reiterated a Market Outperform rating with a $130 price target on RKLB stock. Rocket Lab’s Q1 FY2026 revenue hit a record $200.3 million, up 63.5% year over year (YoY), with a $2.2 billion backlog.
Rocket Lab CEO Peter Beck stated that the company has been “selected to support the Department of War’s Space Based Interceptor program under Golden Dome for America in partnership with Raytheon.” That partner is Raytheon, a unit of RTX (NYSE:RTX). RTX stock is holding up well, as it’s up 20.5% year to date (YTD), a clear contrast to the pure-play space names.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rocket Lab didn't make the cut. Grab the names FREE today.
Rocket Lab’s pending $8 billion all-stock acquisition of Iridium Communications (NASDAQ:IRDM) adds IoT, direct-to-device, and L-band spectrum. Iridium shares are down around 3% to $44.45, and the deal is expected to close mid-2027.
AST SpaceMobile plans to launch BlueBird satellites 11, 12, and 13 aboard a SpaceX Falcon 9 on August 5 from Cape Canaveral, following June’s successful BlueBird 8-10 launch. The new satellites offer nearly double the peak download speeds and position AST SpaceMobile for beta services later this year. There’s an irony worth noting: AST SpaceMobile relies on SpaceX for launch even as SpaceX drags the sector lower.
The Procure Space ETF (NASDAQ:UFO) has no direct SpaceX exposure, but the ETF is still trading lower. It holds Rocket Lab at 5% of net assets and AST SpaceMobile at 3.5%, so the fund’s concentration in beaten-down names is worth noting here.
What to Watch The next setup is calendar-driven. The reported SpaceX lockup date around August 6 could trigger more supply, though a clean pass may relieve the overhang. AST SpaceMobile’s Falcon 9 launch on August 5 is a hard checkpoint, and Rocket Lab’s Neutron debut is targeted for Q4 2026.
The bullish case rests on Rocket Lab’s backlog, real government wins, and AST SpaceMobile’s satellite cadence. Meanwhile, the bearish case highlights lockup mechanics, stretched valuations, and thematic ETF selling that pulls all space names together on down days. Investors should consider keeping their position sizes modest given the volatility on display today.
For now, investors can watch for whether space names find support later in today’s trading session, and whether Congress’s SpaceX stock buying starts to look prescient or premature.
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Levi Strauss zvýšil výhled tržeb i upraveného EPS pro fiskální rok 2026 po silném druhém čtvrtletí. Upravený volný peněžní tok vzrostl téměř o 60 % a dividenda se zvýšila o 14 %.
Key Takeaways Levi Strauss raised fiscal 2026 revenue growth and adjusted EPS guidance after strong Q2 results.LEVI generated nearly 60% higher adjusted free cash flow and increased its quarterly dividend by 14%.Levi Strauss cited tariffs, foreign exchange and higher costs as key factors to watch going forward. Levi Strauss & Co. (LEVI - Free Report) has given investors more to consider after its recent rally, including stronger earnings, a higher fiscal 2026 outlook and improving cash generation.
The operating story has improved, but the stock’s valuation, tariff exposure and execution risks make the investment case less straightforward after the move.
LEVI Delivers a Broad Earnings BeatLevi Strauss reported adjusted earnings of 28 cents per share in the second quarter of fiscal 2026, beating the Zacks Consensus Estimate of 24 cents by 16.7%. The result also increased from 22 cents in the year-ago quarter.
Revenues rose 8% year over year to $1.56 billion and surpassed the consensus mark by 2.5%. Organic revenues advanced 5.7%, reflecting balanced growth across regions, channels and product categories.
Momentum was not concentrated in one area. DTC, wholesale, U.S. and international markets, women’s and men’s products, and tops and bottoms all contributed to the quarter’s performance.
Levi Strauss Raises Its Fiscal OutlookManagement raised fiscal 2026 reported revenue-growth guidance to 7%-7.5%, up from the prior 5.5%-6.5% view. Organic revenue growth is now expected at 5.5%-6%, compared with the earlier 4.5%-5.5% range.
Adjusted earnings per share guidance increased to $1.46-$1.52 from $1.42-$1.48. The updated outlook includes an estimated 4-cent headwind from a higher tax rate.
Levi Strauss also expects an adjusted EBIT margin of 12% for fiscal 2026. The company continues to plan 50-60 net new store openings during the year, with most planned for the second half.
LEVI Supports Returns With Cash FlowCash flow strengthens the shareholder-return story. Adjusted free cash flow increased nearly 60% year over year to roughly $231 million, helped by stronger earnings and disciplined inventory management.
Levi Strauss ended the quarter with $849.3 million in cash and cash equivalents and about $1.8 billion in total liquidity. Inventories declined 7% year over year.
The company increased its quarterly dividend 14% to 16 cents per share. It also had about $240 million remaining under its existing share-repurchase authorization.
Levi Strauss Faces a Fuller ValuationValuation is the main counterweight after the rally. LEVI shares have risen 17.4% in the past three months and 27.8% over the past year.
The stock trades at 15.45X forward 12-month earnings, above its five-year median of 13.26X and slightly ahead of the Zacks sub-industry’s 14.51X. It remains below the Zacks Retail-Wholesale sector’s 22.09X and the S&P 500’s 20.22X.
The $27 price target, based on 16.38X forward 12-month earnings, supports a balanced view. It suggests that Levi Strauss’ stronger operating progress may already be partly reflected in the shares.
American Eagle Outfitters, Inc. (AEO - Free Report) is a relevant apparel comparison because it operates American Eagle and Aerie as youth-focused lifestyle brands. Abercrombie & Fitch Co. (ANF - Free Report) also offers a useful comparison as a global omnichannel specialty retailer of apparel and accessories.
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LEVI’s Risk Factors Limit Near-Term UpsideTariffs and foreign exchange remain pressure points. Tariffs and currency already weighed on second-quarter gross margin, while management’s fiscal 2026 outlook assumes current tariff levels remain in place.
Foreign exchange is expected to create an approximately 70-basis-point gross-margin headwind in the third quarter. Higher taxes and currency are also projected to reduce earnings per share by 2-3 cents.
Expenses are another watch item. Reported SG&A increased to $843 million from $791 million a year earlier, while duplicate distribution costs tied to the U.S. distribution-network transition could persist until consolidation is completed. Expansion into more fashion-sensitive categories also raises execution risk.
LEVI’s Neutral Signal Favors PatienceThe bottom line is that Levi Strauss has a stronger fundamental profile, but the stock no longer looks as inexpensive after its rally. Earnings momentum, guidance and cash flow support investor interest, while valuation and cost risks argue against chasing the shares.
The stock currently carries a Zacks Rank #3 (Hold), which aligns with a balanced near-term investment case rather than a clear buying opportunity. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
LEVI has a Value Score of B, a favorable composite style signal that combines value, growth and momentum characteristics.
Levi Strauss zvýšil organické tržby z e-commerce o 17 % ve 2. čtvrtletí fiskálního roku 2026 a přidal téměř 3 miliony členů věrnostního programu, čímž se globální základna blíží 50 milionům.
Key Takeaways Levi Strauss grew e-commerce 17% organically as traffic, conversion and pricing improved digital sales.LEVI added nearly 3 million loyalty members, lifting global enrollment to almost 50 million.Levi Strauss is modernizing core systems to improve inventory visibility and support AI-driven operations. Levi Strauss & Co. (LEVI - Free Report) is reshaping its operating model through digital commerce, loyalty data, technology modernization and automation.
These initiatives support faster decision-making, better inventory visibility and more personalized consumer engagement. Over time, they could also strengthen margin potential as Levi Strauss expands its direct-to-consumer business.
LEVI Turns E-Commerce Into a Growth DriverLevi Strauss’ e-commerce business increased 17% organically in the second quarter of fiscal 2026. The gain was supported by stronger traffic, better conversion, higher units per transaction and average unit retail growth.
The quality of that growth is important. Levi Strauss reduced promotional activity on its site, indicating that digital momentum was not dependent on heavier discounting.
That gives the company a stronger base for profitable digital expansion. A more productive e-commerce channel can help LEVI control pricing, improve merchandising and deepen consumer data across owned channels.
Levi Strauss Builds a Data-Rich Consumer BaseLevi Strauss added nearly 3 million loyalty members in the quarter, bringing global enrollment to almost 50 million.
A larger first-party customer base can support more personalized communication, better product recommendations and stronger retention. It also gives Levi Strauss more direct insight into shopping behavior across stores and online channels.
This matters in a competitive apparel market. American Eagle Outfitters, Inc. (AEO - Free Report) sells men’s and women’s jeans, tops, bottoms, activewear and related apparel through its American Eagle platform, making it relevant to LEVI’s digital and denim-led strategy. Abercrombie & Fitch Co. (ANF - Free Report) is a global omnichannel specialty retailer of apparel and accessories, making it another useful comparison for lifestyle-brand execution.
LEVI Modernizes Its Global Technology PlatformLevi Strauss is upgrading its enterprise resource planning platform, a core system used to manage business data and operations. Asia and Beyond Yoga have migrated to the new platform, following North America.
Europe and the remaining Latin American markets are expected to move to the platform by mid-2027. Once completed, Levi Strauss should operate with a more unified global system.
That can reduce complexity across regions and channels. It can also improve reporting, planning and execution as the company grows across direct-to-consumer, wholesale and international markets.
Levi Strauss Lays the Groundwork for AIThe global enterprise resource planning platform is intended to improve inventory visibility and speed up decision-making. Those capabilities matter as Levi Strauss manages demand across product categories, stores, regions and digital channels.
Management also sees the platform as a foundation for broader artificial intelligence and automation initiatives. These tools can support faster allocation, improved inventory management and more efficient operations.
For a DTC-first retailer, better data is strategic. It can help Levi Strauss match inventory with demand, improve fulfillment and create more relevant consumer engagement.
LEVI Streamlines Its Distribution NetworkLevi Strauss completed its European omni-channel distribution-network transition, consolidating e-commerce fulfillment into distribution centers in Germany.
The company is also shifting its U.S. distribution network to Maersk. The goal is to improve service levels and eventually eliminate duplicated costs.
The transition is not without friction. The U.S. process has taken longer than originally planned, requiring parallel operations and duplicate expenses until consolidation is completed.
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LEVI’s Trend Exposure Carries Mixed SignalsThe bottom line is that digital growth, loyalty data, enterprise resource planning modernization and automation are becoming central to Levi Strauss’ next phase. These investments can support a faster, more responsive and more profitable operating model over time.
The stock currently carries a Zacks Rank #3 (Hold), which points to a balanced near-term setup. You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.
LEVI’s Value Score of B is a favorable composite signal across value, growth and momentum characteristics, but the company still needs to turn technology and digital progress into durable earnings gains.
Key Takeaways Levi Strauss generated 51% of quarterly revenue from DTC, with organic DTC sales up 8% in Q2.LEVI grew e-commerce 17% organically as higher traffic, conversion and pricing boosted digital sales.Levi Strauss expanded beyond denim as women's apparel, shorts and tops contributed to growth. Levi Strauss & Co. (LEVI - Free Report) is reshaping its business from a denim-bottoms specialist into a broader direct-to-consumer lifestyle company.
The shift is built around stronger digital engagement, wider product categories and international expansion. Together, those priorities could support higher-quality revenue by giving Levi Strauss more direct control over pricing, merchandising and customer relationships.
LEVI’s DTC Engine Gains ScaleLevi Strauss’ direct-to-consumer channel remains central to its growth plan. Organic DTC revenues rose 8% in the second quarter of fiscal 2026, while comparable sales increased 6%.
The channel accounted for 51% of quarterly revenues, showing how much the business has moved toward owned retail and digital channels. That mix gives Levi Strauss better visibility into consumer behavior and more control over the brand experience.
The quality of that growth also matters. Higher store productivity helped lift results, while reduced online promotions supported average unit retail and made the digital sales gain more durable.
Levi Strauss Finds More Digital RunwayE-commerce increased 17% organically in the quarter, supported by higher traffic, better conversion, higher units per transaction and average unit retail growth.
Digital commerce has grown nearly 60% over the past three years. Even after that expansion, it still represents only about 12% of total revenues.
That leaves Levi Strauss with room to deepen penetration as its DTC-first model matures. For a global apparel brand, a larger digital base can improve personalization, repeat purchasing and margin potential over time.
LEVI Broadens Its Lifestyle PortfolioLevi Strauss is also expanding its addressable market by selling more than denim bottoms. Categories outside traditional denim bottoms generated roughly one-third of quarterly revenue growth.
Women’s apparel rose 11%, shorts increased 11% and tops advanced 5% on a reported basis. Seasonal products also performed well, including white denim, which surged 70%.
The premium Blue Tab collection adds another growth layer. It is helping Levi Strauss reach new consumers and gain traction in a premium segment where the company remains underpenetrated.
American Eagle Outfitters, Inc. (AEO - Free Report) is a relevant comparison because it operates in specialty apparel through the American Eagle and Aerie brands, with youth-focused lifestyle positioning. Abercrombie & Fitch Co. (ANF - Free Report) is another useful peer because it is a global omnichannel specialty retailer of apparel and accessories across multiple brands.
Levi Strauss Expands Its Global ReachInternational growth gives Levi Strauss another runway. Asia increased 12% organically in the second quarter, while Mexico, the company’s second-largest market globally, grew 15%.
Parts of Latin America also delivered double-digit gains, including Brazil, Colombia and the Andes region. These results show that Levi Strauss is not relying only on the U.S. market for growth.
The company has several levers abroad. Store openings, e-commerce expansion and wholesale distribution can each help Levi Strauss build scale in markets that are still early in their growth cycle.
Image Source: Zacks Investment Research
LEVI’s Growth Case Meets a Neutral SignalThe bottom line is that Levi Strauss is making visible progress toward a faster-growing lifestyle model. DTC scale, digital momentum, broader assortments and international growth all support a stronger long-term revenue profile.
The stock currently carries a Zacks Rank #3 (Hold), which points to a balanced near-term setup rather than a clear buying opportunity. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Value Score of B is a favorable composite style signal, suggesting that LEVI has constructive combined value, growth and momentum characteristics. That does not remove the need for execution. Levi Strauss still has to convert its strategic progress into sustained earnings growth while managing costs, tariffs and competitive pressure.
CEO Lumentum Michael Hurlston varoval, že příští úzké hrdlo v AI infrastruktuře bude nedostatek fosfidu india (InP) a že bude horší než u paměťových čipů. Uvedl také, že nerovnováha mezi nabídkou a poptávkou je vyšší než 30 %.
With AI capex dominating market sentiment, tech leaders are tempting the bulls. Speaking at the RAISE Summit, Lumentum CEO Michael Hurlston warned that the next AI infrastructure bottleneck is indium phosphide (InP), a niche semiconductor material. The shortage, he said, will be worse than what the memory industry faces.
“Between the two of us, I don’t think we can service the demand that NVIDIA and others are now putting on us to solve this resistance problem in the data center. And so, the shortage of indium phosphide, I think, will become even more acute than what we see from the memory guys,” Hurlston said.
Why InP, and Why Now While chip stocks dominate the headlines, the lesser-known story is what keeps data moving between them. InP is a compound semiconductor that emits light. “it’s basically something that can emit light. It’s a property, a material that can emit light, and we have five indium phosphide fabs that we’re trying to ramp to scale,” the Lumentum chief further explained. Just about every laser inside an AI datacenter transceiver, every pump laser feeding an optical amplifier, and every co-packaged optics (CPO) engine next to a GPU relies on it.
To keep traders guessing, scale change differs from prior optical cycles. “The numbers of lasers that those kind of customers (telecom) would deploy are in the hundreds, right? Now we’re talking about hundreds of millions,” Hurlston said. Ramping from thousands of wafers to millions of wafers in a non-silicon material is, in his words, “no small feat.”
The Numbers Back Him Up Lumentum (NASDAQ:LITE | LITE Price Prediction) posted Q3 FY2026 revenue of $808.4 million, up 90.1% year over year, with non-GAAP operating margin expanding 700 basis points sequentially to 32.2%. On the earnings call, Hurlston quantified the gap: “The supply-demand imbalance is probably even higher than we reported in our last call, somewhere greater than 30%.” Pump laser constraints are now “probably the biggest issue and were somewhat unanticipated” and key components are “effectively sold out for the foreseeable future.”
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Q4 guidance calls for net revenue in the range of $960 million to $1.01 billion alongside an operating margin of 35% to 36%. Pricing power continues to drive performance.
Who Else Sits in the Path Hurlston highlighted that NVIDIA (NASDAQ:NVDA) invested in Lumentum and in “one of our largest competitors, who also has incredible indium phosphide manufacturing capability.” That competitor is Coherent (NYSE:COHR), which received a $2 billion R&D investment from NVIDIA. Coherent is on track to double internal InP output by year-end 2026 and more than double again by 2027. Datacenter and Communications now accounts for 75% of revenue, up from 41% a year ago.
AXT (NASDAQ:AXTI) is the substrate play. CEO Morris Young closed a $632.5 million capital raise to fund InP capacity at Tongmei and warned that “capacity will become a critical enabler.” Applied Optoelectronics (NASDAQ:AAOI) is the transceiver name, with Q1 datacenter revenue of $81.4 million, more than double year over year.
While the cohort has been rallying YTD, all four stocks sold off sharply in the last month. LITE is down 22.3%, COHR down 37.6%, AXTI down 39.9%, and AAOI down 35.7%. If Hurlston’s shortage call is right, fundamentals are moving opposite the tape.
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Core Scientific uzavřela s AMD dohodu o pronájmu AI infrastruktury až do 2,5 GW, která začne v roce 2027. Firma tím dál posouvá byznys od Bitcoin miningu k AI datovým centrům.
Core Scientific has signed a major deal with chipmaker AMD to lease its AI infrastructure starting next year as the company pivots from Bitcoin mining. The CORZ stock climbed on the back of this deal, which could also see AMD purchase the miner’s common stock.
Core Scientific Signs Deal To Lease AI Infrastructure To AMD In a press release, the firm and AMD announced a deal that would see the latter secure up to 2.5 gigawatts of data center capacity starting in 2027 to support end customer deployments of AMD AI solutions. As part of the agreement, both companies revealed that they will collaborate on physical infrastructure design and the deployment of AMD Instinct™ GPUs, EPYC™ CPUs, and ROCm™ software.
This agreement comes as Core Scientific pivots from Bitcoin mining to building AI infrastructure, including data centers. As CoinGape reported, Core Scientific sold 1,900 BTC earlier this year to provide liquidity as it makes this transition.
The company still holds 547 BTC, according to BitcoinTreasuries data. The miner noted that it still derives revenue from earning crypto from the company’s own account and from crypto mining hosting services. However, it is in the process of repurposing its remaining facilities to support its high-density colocation services.
Core Scientific is just one of many Bitcoin miners pivoting to provide AI infrastructure. Bitcoin Miner MARA recently expanded its AI infrastructure with a Texas site acquisition. Meanwhile, TeraWulf signed a 20-year data center deal with Anthropic earlier this month.
CORZ Stock Drops At Market Open CORZ stock has dropped over 3% at the market open today amid the announcement of Core Scientific’s deal with AMD. The stock surged over 5% in premarket trading but has now slipped as the stock market sell-off deepens.
Core Scientific stock is also down over 12% over the past week. However, the stock is up over 40% year-to-date (YTD) amid the pivot from Bitcoin mining to providing AI infrastructure as AI demand increases.
Meanwhile, Core Scientific revealed that AMD will also receive market-priced warrants to purchase its common stock, subject to certain commercial conditions as part of the agreement.
For more on Bitcoin mining, please check out our page on Top 6 Best Crypto Mining Hosting Services In 2026
Core Scientific uzavřela s AMD patnáctileté partnerství za více než 14 miliard USD a přesouvá se z těžby Bitcoinu do datových center pro AI. První nasazení mají začít v roce 2027.
Core Scientific has revealed a landmark 15-year partnership with Advanced Micro Devices valued at more than $14 billion, marking a strategic shift from bitcoin mining to artificial intelligence-focused data centers.
Core Scientific’s largest expansion to dateUnder the agreement, Core Scientific will lease AMD 529 megawatts (MW) of AI infrastructure capacity across the United States. The deal includes an option for AMD to reserve up to an additional 1,925 MW by December 28, 2028, potentially increasing the total partnership capacity to approximately 2.5 gigawatts (GW).
PartyLeased CapacityLocationAMD377 MWPecos, Hunt County (Texas), Muskogee (Oklahoma)Cloud provider (unnamed)152 MWAuburn (Alabama), Dalton (Georgia)Total under agreement529 MW (with AMD rights up to 2.5 GW)United StatesAccording to Core Scientific, the 529 MW of leased capacity supports initial customer deployments starting in 2027. The company reported that the arrangement could deliver more than $14 billion in base contracted revenue.
AMD, a global leader in semiconductor solutions, will collaborate with Core Scientific on data center design and the deployment of its Instinct graphics processing units, EPYC processors, and ROCm software platform.
An unnamed cloud provider has also signed leases, supported by AMD, for an additional 152 MW at sites in Alabama and Georgia, increasing customer diversification.
Mini dictionary: ROCm is an open software platform developed by AMD to support high-performance computing and AI applications across its GPU and CPU lineup, providing developers with tools for optimized machine learning and data science workloads.
Financials and strategic transitionThe company also disclosed that AMD received warrants to purchase up to 30 million shares of Core Scientific stock at $23.47 per share. The initial leases triggered the vesting of around 6.5 million warrants, with additional warrants to vest as more capacity is contracted.
Colocation accounted for $136.7 million, or 83% of Core Scientific’s $164.2 million in second-quarter revenue, while revenue from its self-mining operation fell 66% to $21.5 million.
With the new agreements, Core Scientific’s total leased customer capacity reaches roughly 1.1 GW, and the company estimates potential contracted revenue from these leases at over $24 billion. As of mid-July, Core Scientific billed customers for 437 MW, translating to about $635 million in annualized colocation revenue.
This partnership underscores Core Scientific’s ongoing shift away from bitcoin mining. The company recently terminated its agreement to purchase 3-nanometer bitcoin-mining chips designed by Block, recording a $41.9 million impairment charge on its books. The cancelled agreement would have supplied around 15 exahash per second (EH/s) of hashrate capacity.
As of June 30, Core Scientific held 848 BTC valued at $49.7 million, up from 547 BTC in the previous quarter. It reported sales of 2,385 BTC for $208.2 million in the first quarter of the year.
Market reactionFollowing the announcement, Core Scientific’s shares rose 5.6% in pre-market trading. However, shares of AMD fell 4% as broader chip sector stocks declined.
The agreements provide AMD with significant access to U.S. AI data center infrastructure, while positioning Core Scientific as a key player in the growing AI hosting market.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Core Scientific has added 301 BTC to its balance sheet, bringing its total Bitcoin holdings to 848 BTC. The purchase is a curious move for a company that spent the first quarter of this year doing the exact opposite: selling nearly every coin it had.
For context, Core Scientific held 2,537 BTC at the end of 2025. By March 31, 2026, that figure had cratered to just 547 BTC. The company sold roughly 1,900 BTC in January alone for $175 million, averaging about $92,100 per coin. The stated goal was straightforward: convert digital assets into cash to bankroll a pivot toward AI and high-performance computing data centers.
From sell-off to re-accumulation A company that loudly declared it would dispose of “nearly all” its remaining Bitcoin in 2026, per its own 10-K filing, just bought 301 coins.
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The new total of 848 BTC represents a significant jump from the 547 BTC the company reported holding at the end of Q1.
Core Scientific isn’t a small operation. As of Q1 2026, the company was sitting on $1.01 billion in cash equivalents. Its digital assets at that point were valued at roughly $37.3 million.
The AI pivot remains the main story Core Scientific’s broader strategy hasn’t changed. The company is transforming itself from a pure-play Bitcoin miner into a hybrid operation that also provides high-density data center infrastructure for AI workloads.
That pivot has attracted serious institutional backing. Morgan Stanley extended a financing agreement worth up to $1 billion, designed to help Core Scientific scale its contracted power capacity.
What this means for investors For shareholders, the signal is mixed but potentially constructive. A company with $1.01 billion in cash buying 301 BTC isn’t making a bet-the-farm wager on Bitcoin.
The risk for investors is execution. Running world-class AI data centers requires different expertise than running mining rigs. The financing is in place, the cash is abundant, but the competitive landscape for AI infrastructure includes players like Equinix and Digital Realty that have been doing this for decades. Core Scientific’s advantage is its existing power infrastructure and cooling capabilities, which translate well to AI workloads.
Traders should watch whether Core Scientific continues accumulating Bitcoin in the coming quarters. If the 848 BTC figure climbs further, it would represent a definitive strategic reversal from the liquidation playbook outlined in the company’s 2025 annual filing.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Hyperscale Data zvýšila své bitcoinové držby na 1 106 mincí v hodnotě 69,7 milionu USD po dalším nákupu 18,594 BTC. Akcie GPUS byly v úterý ráno téměř o 4 % níže.
Hyperscale Data, Inc. announced another Bitcoin buy, bringing its holdings up to 1,106 digital coins — worth $69.7 million at today’s prices.
NYSE-listed Hyperscale added just 18.594 Bitcoin to its stash since last week’s buy of 51.5 coins.
Hyperscale shares (GPUS) were trading nearly 4% lower Tuesday morning in New York.
“Every Bitcoin we acquire further strengthens Hyperscale Data’s balance sheet and expands our financial flexibility,” Milton ‘Todd’ Ault III, Hyperscale Data’s executive chairman, said.
“A stronger and larger Bitcoin treasury gives us additional options to finance growth, pursue strategic opportunities, and create long-term value for our stockholders. We intend to continue building our Bitcoin position over time.”
The holdings are split across the company’s wholly owned subsidiaries, Sentinum, Inc. and Ault Capital Group, Inc. (ACG).
The buildout is part of the company’s goal of establishing a $100 million digital asset treasury and reaching full parity between its Bitcoin holdings and market capitalization.
Hyperscale is following in the footsteps of Strategy — formerly MicroStrategy — by using spare cash to buy Bitcoin.
Under the leadership of Michael Saylor, Strategy shifted from a traditional software business to buying Bitcoin and allowing investors to get exposure to the asset via its shares which trade on the Nasdaq.
This model has inspired other corporations to add the leading cryptocurrency to their treasuries — though Hyperscale’s case is unusual in that its holdings now exceed its entire market cap, a situation more commonly seen in deeply discounted treasury plays.
Mathew Di Salvo
Mathew is a reporter who's covered the space since 2019, reporting on everything from Salvadoran president Nayib Bukele's Bitcoin bet to crypto exchange FTX's bankruptcy.
SBI Holdings přejmenuje svou dceřinou společnost na SBI Digital Practice k 22. červnu 2026 a postaví ji na Canton Network pro institucionální on-chain finance. Tím rozšiřuje svou strategii i mimo XRP Ledger a RippleNet.
Ripple’s closest banking partner in Asia is expanding its blockchain goals beyond the XRP Ledger and RippleNet. SBI Holdings has announced a major restructuring of one of its wholly owned subsidiaries, with the business at the heart of its strategy with respect to the Canton Network. The shift is the latest effort by SBI to venture into institutional on-chain finance alongside its move off Ripple’s network.
Ripple Partner SBI Holdings Adopts Canton Network On Tuesday, July 28, SBI Holdings has announced that SBI Security Solutions Co., Ltd. will be renamed to SBI Digital Practice Co., Ltd., as of June 22, 2026. The company will now be SBI’s standalone business in the financial services space based on the Canton Network. According to the company overview, SBI Holdings owns 100% of the business, which is headquartered in Roppongi, Minato-ku, Tokyo.
The restructuring follows the long-term vision of on-chain finance of SBI. About the financial products and transactions, the company noted that blockchain networks are increasingly being used. Thus, SBI Digital Practice will support financial institutions to create compliant blockchain framework and promote institutional adoption.
The subsidiary will offer such financial firms an end-to-end support, SBI said. It will be involved in creating financial infrastructure and applications on the Canton Network. It could therefore helping domestic and foreign institutions implement, and creating platforms for cross-border and cross-currency transactions.
The company overview also mentions that SBI Digital Practice will be primarily concerned with on-chain financial services, business development, system building, and operations. Earlier, SBI Holdings partnered with Fassets to move forward with stablecoin cross-border initiative.
Is SBI Looking Beyond XRPL, RippleNet? It’s a noteworthy announcement since SBI has close ties with Ripple. In 2016, SBI Holdings and Ripple founded SBI Ripple Asia in an attempt to expand RippleNet-based cross-border payments throughout the Asia-Pacific area. The joint venture also has been a key component in institutional adoption on the XRP Ledger and Ripple’s enterprise payment technologies.
However, the newest step signals SBI’s institutional blockchain strategy is not only based on the Ripple network but also on their own platforms. The expansion follows the month of SBI Ripple Asia’s reaffirmation of its support for XRPL just months ago. The company has recently become a Japanese third-party prepaid instrument issuer. It also launched a token issuance platform on the XRP Ledger in April 2026 to empower businesses to create compliant digital tokens.
SBI anticipates the demand for the Canton Network will continue to rise at the institutional level. Today, the network includes more than 600 participating institutions, including Goldman Sachs, BNP Paribas, Broadridge, Franklin Templeton, and Euroclear, SBI added.
Moreover, the total value of assets on the network has reached over $6 trillion, according to SBI. The firm also noted that DTCC’s recent adoption of Canton for the digital securitization of U.S. Treasury bonds was another indicator of the increasing institutional use of the company’s solution.
SBI is certainly one of Ripple’s most reliable partners but its recent restructuring suggests the company is no longer focused on a single blockchain ecosystem for its digital asset strategy. Instead, it’s preparing itself to take a wider piece of the institutional pie of multi-chain on-chain finance.
For RWA-related info, check out our page on Top Real World Asset (RWA) Issuers.
XRP Ledger po letech odmítání chytrých kontraktů zavádí vlastní programovatelnost: XLS-100d Smart Escrows s WebAssembly má devnet a XLS-101d Smart Contracts už odkazuje na Hooks i EVM.
Xahau, který Hooks nasadil už v roce 2023, tak má nového konkurenta.
In 2023 a group of developers forked the XRP Ledger because its validators would not adopt smart contracts. Three years later the parent chain is shipping its own programmability layer, and the drafted specification names the fork’s technology as an inspiration. Here is what actually happened, what it means for XAH, and why three competing architectures now answer the same question.
Summary
Xahau launched in 2023 as a fork of the XRP Ledger’s rippled codebase, carrying the Hooks amendment that XRPL validators never adopted, with its own token, its own validator set, and a governance system run through a genesis account hook. The XRP Ledger is now building programmability natively: XLS-100d Smart Escrows, using WebAssembly, sits among known amendments with a devnet live, and XLS-101 Smart Contracts is a drafted specification that cites both Hooks and the Ethereum Virtual Machine as influences. Xahau rejects the sidechain framing entirely, positioning itself as an independent Layer 1 that diverged in its own direction, with features the parent lacks and vice versa, and describing the borrowing as mutual. Three architectures now answer the same question for one ecosystem: Hooks on Xahau, Solidity through the EVM sidechain whose first year this publication audited at $25,741 in total value locked, and WebAssembly natively on the main ledger. The open question is what a fork is worth once the chain it left ships the capability it forked for, and XAH is the asset where that question gets priced. Forks in crypto usually happen over money or ideology. This one happened over a feature. In 2023, after years in which the XRP Ledger’s validators declined to adopt Hooks, a lightweight smart-contract system that would let small pieces of code live on accounts and govern the transactions those accounts send and receive, the developers behind it stopped waiting. They took the ledger’s open-source rippled codebase, added Hooks, launched a network called Xahau with its own token and its own validators, and shipped the capability the parent chain would not. Ripple’s chief technology officer publicly supported the move at the time, saying he could not think of a better path forward for the technology. Three years later the parent chain is building programmability after all. XLS-100d, a WebAssembly-based Smart Escrows amendment, is among the known amendments with a devnet running, and XLS-101d, a drafted specification for general smart contracts, explicitly names both Hooks and the Ethereum Virtual Machine among its influences. This piece examines what that convergence actually means: for the ledger that spent years refusing, for the fork that stopped waiting, and for an ecosystem that now has three separate answers to the question of how a payments chain becomes programmable.
JUST IN: Ripple joins Squid’s $6m strategic round. Squid, powered by Axelar, routes liquidity across 100+ chains with $6B+ cross-chain volume and XRPL integration pic.twitter.com/95RBM2OkKY
— crypto.news (@cryptodotnews) May 24, 2026 Understanding the fork requires understanding what it kept, because Xahau is not a departure from the XRP Ledger’s design so much as an addition to it.
The network preserved the core: the consensus protocol, the native decentralized exchange, and the fee-and-reserve logic that protects the ledger against spam by charging and burning fees in the native token. What it added was Hooks, small pieces of code installed on an account that impose rules on transactions before those transactions execute, enabling functions such as time locks on transfers, social-recovery arrangements for accounts, and self-custodial direct debits. The design philosophy is deliberately narrow. Hooks were never intended to replicate a general-purpose virtual machine; they are lightweight logic reacting to ledger events, executing fast enough to preserve settlement speed and cheap enough to suit a payments chain.
Two further design choices distinguish it. Xahau substituted a simpler token standard for the parent’s NFT implementation, and it built a governance system in which the genesis account itself is controlled by a hook that regulates matters including the emission of new XAH, administered through a two-tiered arrangement with up to twenty independently owned validators as participants. Governance by smart contract, on a chain whose reason for existing is smart contracts, is at least internally consistent. XAH functions as the network’s fee and reserve asset, with a balance-rewards mechanism that has no equivalent on the parent chain.
The launch was contentious in the way ecosystem splits usually are, with parts of the XRP community expressing unease at the lack of official involvement, and with the fork’s supporters arguing that validators refusing an amendment for years had left no alternative. The relevant point for today is that Xahau shipped and kept shipping, accumulating a validator set, an exchange listing history, and a working developer story around a capability the main ledger did not have.
What the parent is shipping now The XRP Ledger’s current roadmap describes a different route to the same destination, and the specifications are public.
XLS-100d, Smart Escrows, brings WebAssembly-based conditional logic to escrow objects, allowing programmable conditions to govern the release of funds, and it appears among the ledger’s known amendments with a dedicated devnet for developers to test against.
That is a narrow, payments-native form of programmability: not a general computing environment, but escrows that can enforce arbitrary conditions written in a widely supported bytecode format. XLS-101d, Smart Contracts, is the broader specification, drafted in 2025, proposing general smart contract capability on the ledger and citing both Hooks and the EVM among the designs it draws from.
The choice of WebAssembly instead of a bespoke virtual machine is the interesting technical decision, because it imports an existing toolchain and developer base rather than asking builders to learn something proprietary. It is also, in its way, an admission: the ledger that resisted programmability for years is now adopting a mainstream execution standard, and doing so with public acknowledgment of the technology that forked away over exactly this question.
The timing places three approaches in the same ecosystem simultaneously. Hooks run on Xahau. Solidity runs on the XRPL EVM sidechain, whose first year this publication audited and found holding $25,741 in total value locked, a figure that remains the sharpest available evidence that architectural compatibility does not produce developer gravity by itself. And WebAssembly is arriving natively on the main ledger. Three answers, one ecosystem, and no consolidation in sight.
The fork refuses the frame The narrative that writes itself, that a parent chain has absorbed the innovation its fork proved out, is one Xahau explicitly rejects, and its objection deserves fair treatment because it complicates the story usefully.
The current positioning from the Xahau side is that it is not a sidechain and never was one in any meaningful operational sense: it is an independent Layer 1, built from a fork of the XRPL codebase, that has evolved in a completely different direction with its own validators, its own governance, and its own economics. On this account the two networks occasionally adopt ideas from one another and otherwise develop separately, with features existing on each that do not exist on the other. The sidechain confusion, the argument goes, comes from early marketing history and not from present reality.
That framing is defensible on the technical facts and self-interested at the same time, which is normal for any project describing itself. Independence is real: separate consensus, separate validator set, separate token with its own monetary policy. Mutual borrowing is also real, since specifications flow in both directions among developers who largely know each other. But the asymmetry is equally real and no framing dissolves it. When the parent ledger ships general programmability, a developer choosing where to build weighs Xahau’s head start and Hooks’ elegance against the main ledger’s liquidity, its institutional relationships, its exchange support, and the ecosystem’s marketing gravity. Forks that exist to supply a missing capability face their hardest test at exactly the moment the capability stops being missing, and no amount of correct positioning about independence changes the competitive arithmetic a builder actually runs.
The threshold that decides everything Everything in this piece depends on a governance mechanic that outsiders consistently underestimate, and the ledger’s own recent history supplies the cautionary case.
XRP Ledger amendments activate only when validators on the default list signal support at or above eighty percent, and that support must hold continuously for two weeks before the change takes effect. Fall below the line at any point in the window and the clock resets. There is no foundation that can force adoption, no core team veto, and no timetable: an amendment can sit in the known-amendments list indefinitely, gathering partial support, activating never. Hooks itself is the proof. The specification existed, the implementation worked, the technology was sound enough that the ledger’s own chief technology officer publicly endorsed the fork that shipped it, and the amendment still never reached the threshold on the main chain. Years of availability produced no activation, which is precisely why Xahau exists at all.
That history should discipline every forecast about XLS-100d and XLS-101d. A specification in the known-amendments list is a proposal that validators may or may not adopt, and a drafted specification like the general smart contracts proposal is a step earlier still. Both could activate this year; both could sit for three years; either outcome would be consistent with the ledger’s record. The ecosystem’s more recent experience cuts the same way in the opposite direction, since a maintenance amendment this summer sat near forty-eight percent support for a month before validators moved and carried it past the threshold at eighty-six percent, showing that stalled votes can turn quickly once the coalition assembles. Prediction is unwise in both directions.
The threshold also shapes the competitive dynamic between the two chains in a way neither side usually discusses. Xahau’s governance runs through a hook on its genesis account under a two-tier arrangement with up to twenty validators, which is a materially different mechanism from the parent’s eighty percent supermajority, and the fork’s ability to ship features it decides to ship is not a small advantage for a network whose entire premise is programmability. A chain that can adopt is structurally different from a chain that must persuade. Whether that speed advantage matters more than the parent’s liquidity is the actual competition, and it is a question about governance architecture more than about virtual machines.
For a reader tracking this, the practical instruction is simple: ignore roadmap announcements and watch the validator vote count, published continuously, on the specific amendments. Announcements are intentions. The count is the only thing that has ever decided what the XRP Ledger does.
What it means for XAH The honest assessment splits into a bear case and a bull case that are both stronger than the ecosystem’s usual discourse allows.
The bear case is straightforward. XAH’s investment thesis has substantially been that Xahau is where XRPL-ecosystem smart contracts live. If XLS-100d and XLS-101d ship and function, that thesis erodes toward a narrower claim: Xahau is where a particular style of lightweight account-attached logic lives, competing against native WebAssembly contracts on a chain with vastly more liquidity, more integrations, and more attention. Fee-burn value accrual on a chain whose activity moves elsewhere is the same problem this publication has documented across the value-accrual arc, arriving in a smaller ecosystem with less cushion.
The bull case rests on three points that deserve their weight. First, shipping schedules: XLS-101d is a draft, amendments require validator adoption at an eighty percent threshold sustained over two weeks, and the ledger’s own history, including the years Hooks spent unadopted, is the strongest available evidence that XRPL amendments can stall indefinitely. Xahau’s capability exists today; the parent’s is a specification and a devnet. Second, design divergence: Hooks and WebAssembly contracts are not substitutes for every purpose, and lightweight event-triggered logic on accounts has properties a general contract environment does not. Third, and most underrated, the governance experiment: a chain whose emission and genesis account are administered by a hook under a two-tier validator arrangement is running a live test of on-chain governance that the parent has not attempted, and if that works at scale it is an independent reason for the network to exist.
The verdict this piece can honestly offer is narrower than either case: the fork’s premise has changed, and the market has not repriced it because the parent’s capability is not live yet. When XLS-100d activates, the question stops being theoretical, and XAH becomes the cleanest available measure of what a fork is worth after the reason for forking has been addressed at home.
What to watch XLS-100d’s amendment vote. Smart Escrows crossing the eighty percent validator threshold and completing its two-week activation window is the event that converts this from a roadmap story into a live competitive fact. Watch the vote count, not the announcements.
XLS-101d’s progression. A drafted specification is a long way from an activated amendment. Whether the general smart-contract proposal moves toward candidate status within the year, or joins the long list of XRPL specifications that never reached a vote, determines the scale of the challenge to Xahau.
Developer migration signals. New deployments, tooling investment, and grant activity across the three environments are the leading indicators. The EVM sidechain’s first-year experience is the cautionary baseline: compatibility alone moved nothing.
Xahau’s differentiation response. The fork’s strongest move is to lean into what the parent will not copy, meaning its governance model, its balance rewards, and Hooks’ specific ergonomics. Whether the project pivots toward those or defends the general smart-contract ground is the strategic tell worth watching.
A closing observation about what this episode says about the ecosystem’s decision-making, since the technical story has a governance moral. The XRP Ledger’s amendment threshold is a genuine decentralization feature, the same property this publication has praised when validators declined to follow Ripple’s own signaling on other proposals, and it is also the reason a capability the ecosystem clearly wanted took six years and a fork to arrive. Both statements are true, and the tension between them is the permanent condition of any network that makes protocol change hard on purpose. Chains that can ship quickly capture opportunities and make mistakes quickly; chains that require supermajorities avoid mistakes and miss windows. Neither is a flaw to be fixed.
What the Xahau episode adds is the observation that in an open-source ecosystem, the slow chain does not actually prevent the feature from existing. It only determines where the feature lives, who benefits from it, and which token captures whatever value it generates. The developers who wanted Hooks did not wait; they left, built, and launched, and the parent chain’s caution cost it three years of programmability and handed a competitor its founding purpose. Now the parent is building the capability anyway, on its own timeline, with the fork’s work as a reference. That is either the system working exactly as designed, with experimentation happening safely outside the main ledger before the ideas mature into it, or an expensive way to arrive at a destination the ecosystem could have reached directly. Both readings have adherents, and the amendment vote will not settle which is right.
Disclaimer: This article is for information and educational purposes only and does not constitute financial or investment advice. Protocol specifications, amendment statuses, and roadmaps change, and drafted proposals may never activate. Nothing here is a recommendation to buy, sell, or hold any asset. Always do your own research. Information is accurate as of July 27, 2026.
Frequently Asked Questions What is Xahau? An independent Layer 1 blockchain launched in 2023 as a fork of the XRP Ledger’s open-source rippled codebase, created to implement Hooks, a lightweight smart contract system that XRPL validators had not adopted. It retains the parent’s consensus protocol, decentralized exchange, and fee-burning design while adding programmability, its own token XAH, its own validator set, and a governance system administered through a hook on the genesis account.
What are Hooks? Small pieces of code installed on an account that impose rules on transactions the account sends or receives, executing before those transactions complete. They enable functions such as transaction time locks, social-recovery arrangements, and self-custodial direct debits. Hooks were designed for speed and low cost rather than to replicate a general-purpose virtual machine, which is the core design difference from EVM-style smart contracts.
What is the XRP Ledger building now? Two things. XLS-100d, Smart Escrows, uses WebAssembly to allow programmable conditions on escrow releases and appears among known amendments with a devnet available. XLS-101d, Smart Contracts, is a drafted specification for general smart contract capability that cites both Hooks and the Ethereum Virtual Machine among its influences. Neither is yet activated on the main ledger.
Is XRPL copying Xahau? Borrowing openly, in one direction, while the fork maintains that exchange runs both ways. The drafted XRPL specification names Hooks as an influence, which is a public acknowledgment. Xahau’s position is that it is an independent chain that has evolved in its own direction, with features on each network absent from the other, and that both occasionally adopt ideas from the other.
How many ways can you write smart contracts in the XRP ecosystem? Three, currently. Hooks on Xahau, Solidity via the XRPL EVM sidechain, and WebAssembly natively on the main ledger once the relevant amendments activate. The EVM sidechain’s first year, which this publication audited at $25,741 in total value locked, is the ecosystem’s own evidence that offering an execution environment does not by itself attract developers.
What does this mean for the XAH token? It puts pressure on the fork’s core premise. If the parent ledger ships working programmability, Xahau’s claim narrows from being the ecosystem’s smart contract chain to offering a particular style of lightweight logic against a far more liquid competitor. The counterweights are timing, since XRPL amendments require sustained eighty percent validator support and can stall for years, and genuine design differences between the two approaches.
Why did XRPL validators never adopt Hooks? The amendment never reached the sustained supermajority the ledger’s governance requires, and no single public explanation covers it. Ripple’s chief technology officer stated at the time of the fork that he did not believe validators were voting on political grounds and that Xahau had made good decisions, describing the fork as a reasonable path forward for the technology.
What would settle the competition? Activation and adoption, in that order. The amendment vote on Smart Escrows converts the parent’s programmability from a roadmap to a fact, and developer behavior afterward, new deployments and where tooling investment goes, decides which environment accumulates gravity. Ecosystem history suggests capability alone does not determine the outcome. This is educational analysis, not investment advice.
Spotové ETF na Ethereum za tři obchodní dny zaznamenaly příliv zhruba 96 milionů USD a dalších 9,23 milionu USD, zatímco bitcoinové fondy ve stejném období zaznamenaly čistý odliv 11,64 milionu USD.
Institutional positioning appears to be shifting as Ethereum [ETH] spot ETFs continue to extend their recent inflow streak while Bitcoin [BTC] funds lose momentum.
This shift suggests that the recent allocations extend beyond a short-term rebound. Over the past three trading sessions, the funds absorbed roughly $96 million before adding another $9.23 million on the 27th of July.
As a result, this pushed the cumulative net inflows to approximately $11.19 billion and total net assets to $10.65 billion.
Source: Farside BlackRock’s ETHA accounted for the latest $11.7 million inflow, reinforcing its role as the primary driver of demand. Such buying interest stands in contrast to U.S. spot Bitcoin ETFs, which recorded an $11.64 million net outflow over the same period.
Rather than exiting digital assets altogether, institutions appear to be reallocating capital toward Ethereum. This indicates growing conviction in ETH’s medium-term investment outlook and strengthens its position within regulated crypto portfolios.
Utility drives institutional demand As Ethereum continues to increase in overall use, the institutional interest in it is no longer limited to just ETFs. The increased usage of the Ethereum network has expanded to include both increasing institutional usage of DeFi as the network’s underlying activity continues expanding.
Ethereum’s DeFi ecosystem holds nearly $41 billion in Total Value Locked. Meanwhile, stablecoin supply remains dominant at approximately $149 billion, which further solidifies the network’s role as blockchain’s primary financial settlement layer.
That foundation also supports a $14.7 billion tokenized real-world asset market, reflecting growing institutional adoption of on-chain finance. Meanwhile, sustained staking participation and active address growth indicate that network usage continues alongside capital inflows.
Unlike Bitcoin, whose investment thesis largely depends on scarcity, Ethereum combines staking, stablecoins, tokenized assets, and DeFi into multiple demand drivers. That broader utility suggests institutions increasingly value Ethereum’s expanding financial ecosystem rather than price exposure alone.
Expanding institutional adoption Ethereum’s expanding financial ecosystem continues to set the benchmark for institutional digital asset adoption. That leadership role that Ethereum establishes will provide valuable insight when assessing newer ETF launches, including Hyperliquid’s [HYPE].
Measured against market capitalization, HYPE’s cumulative ETF inflows have accelerated faster than those of Bitcoin, Solana [SOL], and Ripple [XRP] at comparable stages after launch, reflecting strong early investor demand.
Source: Grayscale Ethereum, however, still leads after its cumulative flow ratio surged towards 6% before leveling off near 5%. The cumulative flow ratio for Bitcoin has remained steady at approximately 4% through more consistent inflows.
Rather than replacing Ethereum’s institutional appeal, HYPE’s early performance suggests investors are expanding beyond established assets, increasingly allocating capital to blockchain ecosystems with distinct utility and long-term growth narratives.
Clear Creek Financial Management v 13F přiznala expozici vůči Bitcoin, ETH, XRP a SOL ETF. Největší pozici má v Bitwise Bitcoin ETF za 9,69 milionu USD.
Clear Creek Financial Management, a Wall Street investment advisory firm with over $1.5 billion in assets under management (AUM), has revealed its crypto ETF investments. It has products pegged to Bitcoin (BTC), Ethereum (ETH), XRP and Solana (SOL) in its latest filing of Form 13F with the U.S. Securities and Exchange Commission (SEC).
Wall Street Firm Discloses Bitcoin, ETH, XRP, SOL Holdings The filing reflects the firm’s biggest crypto investment as the Bitwise Bitcoin ETF. It holds 304,155 shares, which valued at $9.69 million at the close of the reporting period. Clear Creek also held shares in the iShares Bitcoin Trust ETF, holding $477,412 worth of the fund, and the Grayscale Bitcoin Trust ETF, which has $248,539 worth of holdings.
Ethereum was also the second largest allocation of the firm’s crypto ETF. The filing revealed 337,162 shares of the Bitwise Ethereum ETF valued at $3.80 million. It also had 14,336 shares worth $170,455 of the iShares Ethereum Trust and 21,374 shares of the Grayscale Ethereum Staking ETF, valued at $321,251.
In addition to the two biggest cryptocurrencies, Clear Creek also had stakes in XRP and Solana ETFs. According to the filing, the firm held 11,621 shares of the Bitwise XRP ETF, which currently have a value of $135,501.
The investment manager stated he had 11,258 shares of the Bitwise Solana Staking ETF with a value of $112,693 in addition to 28,144 shares of the Grayscale Solana Staking ETF valued at $155,636 worth.
The filing comes as institutional interest in crypto ETFs expands. Moreover, the latest 13F filing reveals that Clear Creek Financial Management has a crypto strategy beyond Bitcoin and Ethereum as it is also holding XRP and Solana investment products.
IOTA L1 nově přechází na Pyth Pro, který nabízí nižší latenci a více než 3 000 cenových feedů. Je to součást širšího přechodu Pythu, ne změna specifická pro IOTA. Vývojáři používající Pyth Core feedy musí migrovat do 18. srpna, jinak feedy přestanou fungovat.
TL;DR:
IOTA is now connected to Pyth Pro, Pyth's institutional-grade price feed infrastructure, with lower latency, 3,000+ feeds. Part of a network-wide shift by Pyth, not IOTA-specific. Developers on Pyth Core must migrate by August 18 or feeds stop working.
A major upgrade in the price feed infrastructure of Pyth, the decentralized oracle network, is arriving for IOTA users. IOTA L1 is now connected to Pyth Pro, the next generation of Pyth’s price feed infrastructure, bringing lower latency, higher reliability, and a broader range of institutional-grade data to developers building on IOTA.
What's changingPyth has already been powering real-time price feeds on IOTA: smart contracts on IOTA can query live, cryptographically-verified prices, refreshed roughly every second, letting dApps build with trusted market data rather than relying on centralized sources.
That existing Pyth service was built on Pythnet, Pyth's original decentralized network of nodes, which used the Wormhole bridge to relay data across chains. Now, Pyth has announced that Pythnet is retired, with its infrastructure "center of gravity" shifted to a new architecture, Pyth Pro, built for lower latency, broader asset coverage, and institutional-grade distribution.
Pyth Pro as the Institutional TierPyth describes Pyth Pro as "the institutional product that consolidates more than 3,000 price feeds across equities, futures, ETFs, commodities, FX, crypto, and fixed income into a single distribution network, delivered to traditional financial firms through standard APIs with transparent, tiered subscription pricing."
The upgrade Pyth experience promises
Higher-frequency updates for faster price moves.Additional price feeds beyond the current Core catalog.Lower latency across the data path.Developers who need this level of speed and reliability (for example, exchanges, perpetuals platforms, or any application requiring constant, high-frequency price updates) are the primary beneficiaries of this upgrade.
This positions Pyth Pro (and by extension, IOTA developers who choose to upgrade to it) to serve the next wave of crypto adoption: applications bridging DeFi with traditional finance, real-world assets, and institutional trading desks that expect TradFi-grade data quality.
What IOTA Developers Need to DoFrom today onward: Developers currently using Pyth's data feeds on IOTA L1 can subscribe to a Pyth data plan and update their implementation to the new standard. Find out how in Pyth’s documentation.From August 18 onward: Developers currently using Pyth's data feeds on IOTA L1 cannot use Pyth Core any longer and must have completed migration to Pyth Pro. Affected teams have been informed by us already in advance to ensure a smooth transitionPyth’s price feed for IOTA is moving from a free, decentralized, but comparatively slower price feed service to a faster, subscription-based service built on Pyth's institutional-grade infrastructure. This is part of a broader shift across the entire Pyth Network, and not something unique to IOTA, as Pyth transitions its whole ecosystem from Pythnet to Pyth Pro and from a free model to a commercial one.
