Track market-moving stories before they get noisy

Last month, Nvidia CEO Jensen Huang praised Marvell Technology (MRVL +7.30%) during a speech at the Computex conference in Taipei. During a discussion with Marvell's CEO, Matt Murphy, Huang said that Marvell will be the next semiconductor stock to reach a trillion-dollar valuation.

These statements alone sent Marvell's stock parabolic in the ensuing trading sessions. But adding further positive momentum was the announcement that Marvell would join the S&P 500 (^GSPC +1.08%) on June 22.

Despite all the good news, Marvell CFO Willem Meintjes just filed to sell a substantial amount of stock. Smart investors are asking what this transaction could signal for shareholders.

Image source: The Motley Fool.

Why do insiders and executives sell stock? Insiders at public companies frequently trim their equity for personal and financial reasons. These can include rebalancing investment portfolios, meeting liquidity needs for family or lifestyle purposes, or funding retirement goals.

Often, insider sales occur through prearranged Rule 10b5-1 plans. These are designed by the Securities and Exchange Commission (SEC) to allow orderly transactions while complying with securities regulations -- removing the appearance of trading on material nonpublic information.

Why is Marvell's CFO selling stock? According to Form 144 filings from June 15, Marvell's CFO filed to sell approximately 211,000 shares of stock. Using Marvell's closing price of $308.88 on that same day, Meintjes' planned stock sale is estimated to be worth around $65 million.

Here's the piece most investors are probably overlooking: Meintjes' stock transaction coincides with a planned leadership shift at Marvell. On June 11, the company announced that Meintjes will step down as CFO after 10 years in the role. Dan Durn, former CFO of Adobe, is assuming the CFO role at Marvell, effective in mid-June.

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Transitions within the C-suite are not uncommon at growing technology companies. All told, Marvell continues to benefit from powerful tailwinds -- specifically from rising adoption of custom silicon. The outgoing CFO's planned stock sale is typical behavior driven by personal and governance planning.

Therefore, with an experienced successor already in place and the core chip business thriving amid favorable artificial intelligence (AI)-driven market conditions, the proposed stock sale from Meintjes does not indicate underlying problems at Marvell or warrant investor concern.

Adam Spatacco has positions in Nvidia. The Motley Fool has positions in and recommends Adobe, Marvell Technology, and Nvidia. The Motley Fool recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.

Nvidia CEO Jensen Huang made waves recently when he called Marvell Technology (MRVL +7.30%) the next trillion-dollar semiconductor stock. Nvidia took a $2 billion stake in Marvell earlier this year and formed a partnership to make it easier for Marvell's custom chip customers, such as Amazon, to integrate their chips into Nvidia's ecosystem via NVLink Fusion.

Image source: Getty Images

Marvell has a strong custom chip business, with Amazon as its lead customer. However, there is wide speculation that it is set to lose the lead role in future iterations of its Trainium chips to Taiwanese semiconductor company AIchip. It's also helping Microsoft with its new Maia artificial intelligence (AI) accelerator. But the most exciting part of its business is optical interconnects, which are replacing copper wires within data centers and becoming more important as AI data centers need faster connectivity.

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Marvell is growing quickly and expects revenue to climb 40% this year to $11.5 billion, with interconnect revenue soaring 70%. However, with a market cap below $250 billion and a frothy forward P/E of nearly 70 times, it will need to see some tremendous growth to hit a $1 trillion market cap in the coming years.

Let's look at two semiconductor stocks that have a much more realistic chance of getting there before Marvell.

1. AMD With a market cap of over $865 billion, Advanced Micro Devices (AMD +5.27%) is only about a 15.6% move upward from becoming a $1 trillion stock, and it looks like it has plenty of room to run.

AMD is riding two powerful market trends right now: inference and agentic AI. While the company has always taken a back seat to Nvidia with AI model training, its graphics processing units (GPUs) are well-suited for inference. Inference tends to be much more constrained by memory than compute power, and AMD's chiplet design lets it pack in more memory in its chips.

Meanwhile, AMD just announced the acquisition of AI memory-optimization company MEXT, which offers technology that can offload data to idle flash memory and then transfer it back to DRAM (dynamic random-access memory) before it's needed. This effectively increases memory capacity while dramatically lowering memory costs.

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At the same time, AMD also has a significant opportunity in agentic AI, which will require more central processing units (CPUs) to handle the sequential reasoning required by AI agents. With the rise of agentic AI, the GPU-to-CPU ratio within data centers is expected to go from 8:1 for training to 1:1 for servers dedicated to AI agents.

AMD is a leader in the data center CPU market, which it sees growing to $120 billion over the next few years. Its new Venice architecture, meanwhile, is specifically designed to handle the high-performance needs of AI agents.

Given the trends AMD is riding, it would not be surprising if the stock reaches a $1 trillion market cap before the end of the year.

2. ASML Another semiconductor company that looks set to reach a $1 trillion market cap is ASML (ASML +3.47%). The semiconductor equipment manufacturer currently has a market cap of around $710 billion, so it's about a 40% move upward to meet this goal.

While it's not a household name, ASML is arguably the most important company in the world. It has a monopoly on extreme ultraviolet lithography (EUV) technology, which foundries like Taiwan Semiconductor Manufacturing use to make advanced chips. Without its systems, there would be no AI boom, or even the smartphone you're holding in your hand.

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ASML is currently riding both the AI chip wave and the memory boom, as the big memory makers also use its machines to make high-bandwidth memory (HBM) that needs to be packaged with GPUs and other AI chips to optimize their performance. With capacity for both AI chips and memory increasing, ASML's EUV machines should remain in high demand well into the future. It has also developed a newer technology, High NA (High Numerical Aperture) EUV, which could eventually become the industry standard.

Given how essential ASML is in the semiconductor industry and the trends working in its favor, this is a company that will likely hit a $1 trillion market cap in the coming years.

Key Takeaways MNST reports record Q1'26 net sales of $2.35B, up 26.9% year over year on strong demand.MNST launched products like Ultra Punk Punch, Voodoo Grape, FLRT and Storm brands.MNST international innovation drives Europe momentum, with Viking Berry becoming the most successful launch. Monster Beverage Corporation's (MNST - Free Report) impressive recent performances underscore the importance of innovation and portfolio expansion in sustaining growth. The company reported record first-quarter 2026 net sales of $2.35 billion, up 26.9% year over year, driven by strong demand across geographies and continued market share gains in the global energy drink category.

Management emphasized that innovation remains a key contributor to both category growth and Monster Beverage's competitive positioning. In the first quarter, the company introduced several products, including Monster Ultra Punk Punch, Juice Monster Voodoo Grape, Strawberry Shots in full-sugar and zero-sugar varieties, and the nationwide launch of Lando Norris Zero Sugar. These launches complemented strong performances from established brands such as Ultra, Juice Monster and Java Monster.

Beyond traditional energy drinks, Monster Beverage is broadening its reach into adjacent categories. The company recently launched FLRT, a female-focused energy drink brand, and Storm, a wellness-oriented beverage line designed to expand usage occasions and attract consumers. Management noted that these brands are intended to appeal to underserved segments while reinforcing the company's broader growth strategy.

Internationally, innovation is also fueling momentum. In Europe, Juice Monster Viking Berry became the region's most successful innovation launch ever, while products such as Ultra Fantasy Ruby Red and Lando Norris Zero Sugar continue to gain traction.

While Monster Beverage's core energy portfolio remains the primary growth engine, its expanding product lineup could unlock new consumption occasions, strengthen household penetration and diversify revenue streams. If recent launches continue gaining traction, portfolio expansion may prove to be a meaningful catalyst for Monster Beverage's next phase of growth.

MNST’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have appreciated 44.8% in the past year, outperforming the Zacks Beverages - Soft Drinks industry’s rise of 13.9% and the broader Consumer Staples sector’s decline of 1.3%. The stock also outpaced the S&P 500’s rally of 28.2% in the same period.

MNST Stock's One-Year Performance
Image Source: Zacks Investment Research

Is MNST a Value Play Stock?Monster Beverage shares are currently trading at a forward 12-month price-to-earnings (P/E) multiple of 37.34X, significantly above the industry’s average of 19.06X.

Image Source: Zacks Investment Research

Stocks to ConsiderThe Vita Coco Company Inc. (COCO - Free Report) is a global beverage company best known for its Vita Coco coconut water brand, with a diversified portfolio spanning coconut-based products, plant-based alternatives, functional drinks, and private-label offerings across retail, e-commerce and foodservice channels. COCO currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Vita Coco’s 2026 sales and earnings indicates growth of 21.4% and 47.9%, respectively, from the year-ago reported numbers. The company delivered a trailing four-quarter earnings surprise of 11.7%, on average.

Fomento Economico Mexicano (FMX - Free Report) participates in the beverage industry through Coca-Cola FEMSA, which is the world’s largest franchise bottler for Coca-Cola products. FMX currently sports a Zacks Rank #1.

The Zacks Consensus Estimate for FMX’s 2026 sales and earnings suggests growth of 17.5% and 115.3%, respectively, from the year-ago reported figures. The company delivered a trailing four-quarter negative earnings surprise of 17%, on average.

The Coca-Cola Company (KO - Free Report) is a global beverage giant with a portfolio of more than 4,700 beverage products (and more than 500 brands), ranging from sodas (or sparkling beverages) to energy drinks. KO currently carries a Zacks Rank #2 (Buy).

The Zacks Consensus Estimate for Coca-Cola’s 2026 sales and earnings indicates growth of 3% and 8.7%, respectively, from the year-ago reported numbers. KO delivered a trailing four-quarter earnings surprise of 4.5%, on average.

On June 17, 2026, Keurig Dr Pepper Inc KDP shares fell 3.5% today, bringing the current price to $30.89. Over the last 52 weeks, the stock has traded between a high of $35.94 and a low of $24.88.

GF Value™ verdict: KDP is currently priced at $30.89, which is 28.0% below the GF Value™ of $42.93.GF Score™: 82/100, indicating a strong performance across various financial metrics.Most notable signal: No insider transactions in the last 3 months suggest a lack of activity among company executives. Is KDP Overvalued or Undervalued? Keurig Dr Pepper Inc KDP is currently trading at $30.89, which represents a significant discount when compared to its GF Value™ of $42.93, suggesting that the stock is undervalued by 28.0%. This margin of safety offers a potential opportunity for long-term investors looking for equities that may appreciate in value. According to the GF Valuation label, KDP is classified as modestly undervalued, which indicates that there may be a reasonable prospect for price correction towards its intrinsic value over time. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

While the undervaluation presents an opportunity, it is important to consider the risks associated with investing in KDP. Factors such as its financial strength score of 4/10 indicate that the company's ability to withstand financial distress is somewhat limited, which could impact its future performance. Therefore, while the stock may be undervalued, potential investors should exercise caution and conduct thorough research.

How Does KDP's Valuation Compare to Its History? MetricCurrentHistorical P/E (TTM)22.9x25.2x Forward P/E13.5xN/A KDP's current P/E ratio of 22.9x is below its 5-year median P/E of 25.2x, indicating that the stock is trading at a lower valuation compared to its historical performance. Moreover, the forward P/E of 13.5x suggests a favorable outlook for earnings, potentially aligning with the GF Value™ verdict that KDP is undervalued. This P/E analysis supports the notion that KDP may provide value relative to its historical earnings multiple.

What Does KDP's GF Score™ Tell Us? MetricRating GF Score™82 Financial Strength4/10 Profitability7/10 Growth9/10 Valuation8/10 Momentum4/10 The GF Score™ of 82/100 reflects KDP's overall strong performance, particularly in Growth (ranked 9/10) and Valuation (ranked 8/10). However, the company shows weaknesses in Financial Strength (4/10) and Momentum (4/10), indicating potential challenges in maintaining its current trajectory. The strong growth and valuation scores suggest that KDP may have good potential for future earnings, but the lower financial strength ranking implies caution regarding its stability.

What Are Insiders Doing with KDP Stock? In the last three months, there have been no insider transactions related to Keurig Dr Pepper Inc KDP . This lack of activity could suggest that insiders are not currently confident about the stock's immediate prospects, or they may be awaiting a more favorable market condition before making transactions. Generally, insider buying can signal confidence in a company's future performance, while a lack of activity may raise questions about its near-term outlook.

What This Means for Investors Based on the GF Value™ assessment, Keurig Dr Pepper Inc KDP is currently undervalued, presenting a potential opportunity for long-term investors. However, caution is advised due to its relatively low financial strength score and the absence of recent insider activity.

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

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

KDP's GF Score™ is 82/100, indicating a strong overall performance across key financial metrics and suggesting potential for long-term returns.

Is KDP overvalued or undervalued?

KDP is currently undervalued, with a GF Value™ of $42.93 compared to its market price of $30.89.

What is KDP's P/E ratio?

KDP's P/E TTM is 22.9x, which is below its 5-year median P/E of 25.2x, indicating it is trading at a lower valuation compared to its historical levels.

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

Key Takeaways KDP is leveraging its single-serve coffee leadership, brewer ecosystem and K-Cup demand to support growth.Keurig Dr Pepper is investing in innovation, premium offerings and productivity to boost margins.KDP is expanding into energy and functional beverages while strengthening omnichannel reach. Keurig Dr Pepper (KDP - Free Report) is well-positioned for growth, supported by its strong brand portfolio, continuous innovation and strategic initiatives. The company maintains a leading position in the single-serve coffee market, benefiting from a loyal consumer base, a broad portfolio of owned and licensed coffee brands and the recurring demand for K-Cup pods. Its expanding ecosystem of brewers and beverages continues to strengthen customer engagement and support long-term sales growth.

KDP remains focused on product innovation by introducing new brewers, premium coffee offerings and specialty beverages that cater to evolving consumer preferences. Keurig Dr Pepper is also leveraging strategic partnerships with leading coffee brands to expand consumer choice and reinforce the appeal of its brewing system. At the same time, the company is emphasizing premiumization, helping improve product mix and support higher margins.

The company’s growth reflects a strategic mix of innovation, brand activity and strong commercial execution, bolstered by its ongoing focus on cost efficiency, productivity and disciplined capital management. Strength in its brand portfolio and in-market execution, along with elasticity across most categories, has been aiding KDP’s revenues. In addition, Keurig Dr Pepper continues to invest in productivity initiatives, supply-chain optimization and cost-saving measures to enhance operational efficiency and offset inflationary pressures.

Continued strength in the Refreshment Beverages segment for a while has been aiding KDP’s overall performance. Robust sales and a favorable mix of products, along with contributions from Electrolit, have been bolstering the segment’s performance. The continuation of this trend has been bolstering the top line. KDP’s consumer-focused innovation model, household penetration and loyalty have been driving its market share across key categories like liquid refreshment beverages, K-Cup pods and brewers across its major markets.

The company is strengthening its omnichannel distribution capabilities while expanding its retail presence and selectively pursuing international growth opportunities. These strategic actions, combined with Keurig’s strong brand equity and leadership in the at-home coffee market, are expected to support sustainable revenue growth and profitability over the long term, despite ongoing macroeconomic and competitive challenges. Keurig continues to strengthen its portfolio with a clear focus on faster-growing categories, including energy, sports hydration and functional beverages. All the aforesaid factors will continue to ignite the momentum.

KDP’s Price Performance, Valuation and EstimatesShares of Keurig have gained 15.7% in the past three months compared with the industry’s growth of 7.8%.

Image Source: Zacks Investment Research

From a valuation standpoint, KDP trades at a forward price-to-earnings ratio of 12.8X compared with the industry’s average of 19.09X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for KDP’s 2026 and 2027 earnings per share (EPS) implies a year-over-year increase of 11.7% and 10.5%, respectively. The estimates for the aforesaid years have increased in the past 30 days.

Image Source: Zacks Investment Research

Keurig stock currently carries a Zacks Rank #3 (Hold).

Stocks to Consider in the Consumer Staples SpaceThe Chefs' Warehouse, Inc. (CHEF - Free Report) , which is a distributor of specialty food products in the United States, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Chefs' Warehouse current financial-year sales indicates growth of 8.3% from the prior-year level. CHEF delivered a trailing four-quarter earnings surprise of 28.9%, on average.

Nomad Foods Limited (NOMD - Free Report) , which manufactures and distributes frozen foods, currently carries a Zacks Rank #2 (Buy).

The consensus estimate for Nomad Foods’ current financial-year sales is expected to rise 0.5% from the year-ago reported figure. NOMD delivered a trailing four-quarter earnings surprise of 8.6%, on average.

Medifast, Inc. (MED - Free Report) , which is a leading manufacturer and distributor of clinically-proven healthy living products and programs, currently carries a Zacks Rank of 2. MED delivered an average earnings surprise of 65.5% in the last reported quarter.

The Zacks Consensus Estimate for Medifast’s current financial-year sales indicates a decline of 26% from the year-ago number.

COMMUNIQUÉ DE PRESSE

LE BREVET D’AB SCIENCE CONCERNANT LE MASITINIB DANS LE TRAITEMENT DU CANCER DE LA PROSTATE MÉTASTATIQUE HORMONO-RÉSISTANT A ÉTÉ OFFICIELLEMENT DÉLIVRÉ AUX ÉTATS-UNIS AVEC UNE DURÉE DE PROTECTION JUSQU’EN 2042

CETTE DÉCISION FAVORABLE DE L'OFFICE DES BREVETS AMÉRICAIN VIENT S'AJOUTER À LA COUVERTURE DÉJÀ ACCORDÉE EN EUROPE

Paris, le 17 juin 2026, 18h

AB Science SA (Euronext - FR0010557264 - AB) annonce aujourd’hui que l’Office américain des brevets a officiellement délivré un brevet relatif aux méthodes de traitement du cancer de la prostate métastatique hormono-résistant (mCRPC) avec sa molécule phare, le masitinib. Ce nouveau brevet américain (US 12 648 944) garantit la protection de la propriété intellectuelle du masitinib jusqu’en mai 2042.

Ce nouveau brevet américain s'ajoute à la couverture déjà accordée en Europe (EP4175639).

Des demandes de brevet équivalentes ont également été déposées dans d'autres grands marchés internationaux.

Positionnement du masitinib dans le cancer de la prostate métastatique après échec du traitement hormonal

Dans le cancer de la prostate métastatique, les patients suivent des traitements hormonaux (c'est-à-dire une thérapie par privation androgénique) en première et deuxième intention. Ensuite, lorsque le cancer métastatique progresse, les patients doivent être traités par chimiothérapie. Il n'existe qu'un seul médicament de chimiothérapie enregistré, le docétaxel, et aucun médicament en association avec le docétaxel ou en remplacement du docétaxel n'a amélioré la survie sans progression ou la survie globale et n'a été enregistré au cours des 20 dernières années.

Le masitinib est positionné en association avec le docétaxel comme traitement des patients atteints d'un mCRPC éligibles à la chimiothérapie. Autrement dit, il est administré directement après le traitement du cancer de la prostate métastatique hormono-sensible (mHSPC).

Le masitinib est l'un des rares médicaments à avoir généré des données positives sur la survie sans progression en association avec le docétaxel dans cette population de patients.

Positionnement du masitinib dans le mCRPC avec faible atteinte métastatique mesurée par un biomarqueur

Plus précisément, ce brevet protège le masitinib et les composés apparentés pour le traitement du mCRPC chez une sous-population de patients présentant une faible atteinte métastatique (mesurée par les taux de phosphatase alcaline à l'inclusion).

Cette population de patients est tout à fait conforme aux résultats de l'étude AB12003 [1] avec le masitinib et au programme de développement clinique en cours du masitinib dans le mCRPC.

Pour rappel, les principaux résultats de l'étude AB12003 sont les suivants :

Le masitinib à la dose de 6,0 mg/kg/jour en association au docetaxel a apporté un bénéfice significatif sur la survie sans progression (SSP) chez les patients atteints d’un cancer de la prostate métastatique hormono-résistant (mCRPC) et ayant un taux d'ALP ≤ 250 UI/mL. Le hazard ratio est de 0.79 [0.64;0.97] (p=0.0087), ce qui correspond à une réduction du risque de progression de 21% par rapport au contrôle.L'analyse des taux de SSP est en ligne avec les résultats observés sur le critère d’évaluation principal; les taux de SSP à 12, 18 et 24 mois ont montré une amélioration significative en faveur du masitinib associé au docetaxel par rapport au contrôle, avec respectivement 1,6 fois (p=0,0035), 1,9 fois (p=0,0001) et 1,9 fois (p=0,0028).Un effet de traitement du masitinib progressivement plus important a été observé chez les patients ayant un niveau d’ALP plus faible à l’inclusion (maladie métastatique moins avancée), avec une réduction significative du risque de progression de 47 % chez les patients présentant un taux d’ALP ≤100 UI/mL (hazard ratio=0,53, p=0,002). Le profil de tolérance du masitinib associé au docetaxel était acceptable et conforme au profil de risque connu du masitinib sans qu'aucun nouveau signal de sécurité ne soit observé. Besoin médical non satisfait dans le mCRPC

Bien que la maladie localisée soit associée à des taux de survie élevés, le cancer de la prostate métastatique représente toujours un besoin médical non satisfait, avec un taux de survie à 5 ans d'environ 32 % [2]. Pratiquement tous les patients atteints d'une maladie métastatique deviennent résistants au traitement par privation androgénique.

Avec 1,5 million de nouveaux cas et 397 000 décès dans le monde, le cancer de la prostate est le deuxième cancer le plus fréquent au monde et la cinquième cause de décès par cancer chez les hommes [3]. On estime qu'au moins 3,5 millions d'hommes vivent avec un cancer de la prostate aux États-Unis [4] et 2,5 millions en Europe [5]. Environ 2 % de tous les cas de cancer de la prostate sont des mCRPC [6], et pratiquement tous les patients atteints d'une maladie métastatique deviendront résistants au traitement par privation androgénique. Ainsi, la population atteinte de mCRPC éligible à la chimiothérapie est d'environ 50 000 personnes dans l'UE et 70 000 aux États-Unis.

Références

[1] Pavic, Michel; Hermine, Olivier; Spaeth, Dominique LBA02-11 Masitinib plus docetaxel as first-line treatment of metastatic castrate refractory prostate cancer: results from study AB12003, Journal of Urology: September 2021 - Volume 206 - Issue Supplement 3. doi: 10.1097/JU.0000000000002149.11

[2] American Cancer Society. Cancer Facts & Figures 2023. Atlanta: American Cancer Society; 2023. Accessed June 2023. https://www.cancer.org/content/dam/cancer-org/research/cancer-facts-and-statistics/annual-cancer-facts-and-figures/2023/2023-cancer-facts-and-figures.pdf

[3] Bray F, Laversanne M, Sung H, et al. Global cancer statistics 2022: GLOBOCAN estimates of incidence and mortality worldwide for 36 cancers in 185 countries. CA: A Cancer Journal for Clinicians . 2024;74(3):229-263. Published 2024 April 4. doi: 10.3322/caac.21834

[4] SEER Explorer: An interactive website for SEER cancer statistics. Cancer Stat Facts: Prostate Cancer. Available at: https://seer.cancer.gov/statfacts/html/prost.html (last access 29 Jan 2026)

[5] European Association of Urology. White paper on prostate cancer. 2020. https://www.europa-uomo.org/wp-content/uploads/2020/05/EAU_PCa-WhitePaper-FINAL-VERSION.pdf (last access 29 Jan 2026)

[6] Shore N, Oliver L, Shui I, Gayle A, Wong OY, Kim J, Payne S, Amin S, Ghate S. Systematic Literature Review of the Epidemiology of Advanced Prostate Cancer and Associated Homologous Recombination 

À propos de l'étude AB12003

L’étude AB12003 était une étude prospective, contrôlée par placebo, en double aveugle, randomisé de phase 3 visant à évaluer le masitinib (6,0 mg/kg/jour) en association avec le docetaxel (injecté en intraveineuse à la dose de 75 mg/ m² et associé à la prednisone, jusqu’à 10 cycles) dans le traitement du cancer de la prostate métastatique hormono-résistant (mCRPC) en première ligne. Les patients éligibles étaient naïfs à la chimiothérapie, avec un cancer de la prostate métastatique hormono-résistant confirmé, qui avaient progressé lors d'un précédent traitement par abiratérone ou étaient indiqués pour un traitement avec le docetaxel, et avaient un score ECOG ≤1. L'analyse primaire a été réalisée sur un sous-groupe ciblé pré-spécifié, défini comme les patients présentant un taux de phosphatase alcaline (ALP) inférieur à 250 UI/mL à l’inclusion, ainsi que sur la population globale. Le critère d'évaluation principal était la survie sans progression (SSP) mesurée selon la définition du PCWG2. L'étude était considérée comme positive si l'amélioration de la SSP médiane par rapport au contrôle atteignait un niveau statistiquement significatif de 3,9 % pour le sous-groupe défini (partage du risque alpha avec possibilité de repli pour conserver l'erreur de type I globale à 5 % dans la cohorte globale de l'étude). L'analyse primaire était basée sur 450 patients du sous-groupe ciblé (taux de ALP ≤ 250 UI/ml). La cohorte globale de l'étude comptait au total 712 patients.

À propos d'AB Science

Fondée en 2001, AB Science est une société pharmaceutique spécialisée dans la recherche, le développement, et la commercialisation d'inhibiteurs de protéines kinases (IPK), une classe de protéines ciblées dont l'action est déterminante dans la signalisation cellulaire. Nos programmes ne ciblent que des pathologies à fort besoin médical, souvent mortelles avec un faible taux de survie, rares ou résistantes à une première ligne de traitement.
AB Science a développé en propre un portefeuille de molécules et la molécule phare d'AB Science, le masitinib, a déjà fait l'objet d'un enregistrement en médecine vétérinaire et est développée chez l’homme en oncologie, dans les maladies neurodégénératives, dans les maladies infLMAmatoires et dans les maladies virales. La Société a son siège à Paris et est cotée sur Euronext Paris (Ticker : AB).

Plus d'informations sur la Société sur le site Internet : www.ab-science.com

Déclarations prospectives – AB Science

Ce communiqué contient des déclarations prospectives. Ces déclarations ne constituent pas des faits historiques. Ces déclarations comprennent des projections et des estimations ainsi que les hypothèses sur lesquelles celles-ci reposent, des déclarations portant sur des projets, des objectifs, des intentions et des attentes concernant des résultats financiers, des événements, des opérations, des services futurs, le développement de produits et leur potentiel ou les performances futures.
Ces déclarations prospectives peuvent souvent être identifiées par les mots « s'attendre à », « anticiper », « croire », « avoir l'intention de », « estimer » ou « planifier », ainsi que par d'autres termes similaires. Bien qu’AB Science estime que ces déclarations prospectives sont raisonnables, les investisseurs sont alertés sur le fait que ces déclarations prospectives sont soumises à de nombreux risques et incertitudes, difficilement prévisibles et généralement en dehors du contrôle d’AB Science qui peuvent impliquer que les résultats et événements effectifs réalisés diffèrent significativement de ceux qui sont exprimés, induits ou prévus dans les informations et déclarations prospectives. Ces risques et incertitudes comprennent notamment les incertitudes inhérentes aux développements des produits de la Société, qui pourraient ne pas aboutir, ou à la délivrance par les autorités compétentes des autorisations de mise sur le marché ou plus généralement tous facteurs qui peuvent affecter la capacité de commercialisation des produits développés par AB Science ainsi que ceux qui sont développés ou identifiés dans les documents publics publiés par AB Science. AB Science ne prend aucun engagement de mettre à jour les informations et déclarations prospectives sous réserve de la réglementation applicable notamment les articles 223-1 et suivants du règlement général de l’AMF.

Pour tout renseignement complémentaire, merci de contacter :

AB Science  Communication financière

[email protected]

mCRPC Patent USPTO issued VFR VF

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AB Akola Group, ISIN code LT0000128092, (hereinafter - the Company), has received a notification from the person discharging managerial responsibilities regarding the transactions in the Company's securities (enclosed).

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Mažvydas Šileika
Deputy CEO for Finance and Investments at AB Akola Group
E-mail [email protected]
Mob. +370 619 19 403

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Recommended Reading During the share buy-back process of AB Akola Group (hereinafter – the Company), on 16 June 2026, the Company acquired 900,000 shares from the Company’s shareholders for a total amount of EUR...

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AB Akola Group (hereinafter – the Company) continues the implementation of the resolution adopted by the Annual General Meeting of Shareholders held on 31 October 2025 regarding the acquisition of its...

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Inflation remains a lingering headwind for consumer spending. The latest data shows the producer price index rising 6.5% year over year for May -- the highest increase since 2022. This isn't the news Lululemon Athletica (LULU +0.11%) wanted to hear, as higher prices for everyday essentials leave less money for discretionary items like apparel.

Lululemon's sales growth has slowed over the past two years, which coincides with the spike in inflation that began in the aftermath of the pandemic. The question is whether persistent inflation will continue to pressure its sales and margins, potentially sending the stock to fresh lows in the near term.

Image source: Getty Images.

Weak demand continues to plague Lululemon Lululemon's revenue rose just 2% year over year on a constant-currency basis last quarter. This is well off the pace in mid-2023, when it reported an 18% increase in revenue. Comparable sales from existing stores fell 2% year over year on a currency-adjusted basis.

Weak demand is hurting profitability. Gross margin dropped over four percentage points to 54.2%. Management doesn't see relief in the near term. The company lowered full-year guidance, and is now expecting revenue to be down slightly.

Inflation is a real challenge for the business. Higher prices don't create an environment conducive to growing apparel sales. While Lululemon does have an advantage in operating at the premium end of the apparel market, the dip in gross margin shows it is not benefiting from pricing power. This could indicate increasing competition from other brands.

Adding to the uncertainty is a recent leadership change following Calvin McDonald's January departure as CEO. This was followed by underperforming product launches last quarter and negative social media comments about the brand.

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Is the stock a bargain or a value trap? There is uncertainty and negative sentiment around the stock. While the stock trades at a bargain valuation of just 11 times forward earnings estimates, I would wait before buying.

The change in leadership adds to the uncertainty around Lululemon's product strategy, which has already shown mixed results. While some product updates have received positive customer response, recent releases haven't translated into sales growth in other products as management expected.

While international revenue grew 22% year over year last quarter, negative brand sentiment has hit the American segment hard, resulting in a 4% year-over-year decline.

Heidi O'Neill, who previously worked at Nike for over 25 years, will join Lululemon as the new CEO on Sept. 8, 2026. Until then, there's no catalyst for a product strategy shake-up to reignite demand.

Lululemon could turn out to be a bargain at these levels, but it could also be a value trap. Beyond the near-term inflation headwinds, the uncertainty around the company's product strategy doesn't provide a clear path for improving sales anytime soon. I would wait until the new CEO comes on board later this year before considering a position in the stock.

Lululemon has issued a public apology for using a Japanese drum during a promotional yoga event staged on China’s Great Wall, which triggered a social media firestorm.

The Canadian athleisure company said it failed to show cultural sensitivity for the event, which was held at the end of May and featured Chinese actor Zhu Yilong.

Critics said the instrument used at the event resembled a Japanese taiko drum, a barrel-shaped percussion instrument traditionally played with large sticks in ensemble performances.

Chinese actor Zhu Yilong appeared at Lululemon’s Great Wall yoga festival, which sparked backlash over the use of a Japanese drum during a performance. The Chinese dagu, which was not used, is a broad category of traditional Chinese drums with distinct designs and performance styles.

“Due to limitations in our professional knowledge, we were unable to identify potential controversies,” Lululemon said.

It also said it “should have been more cautious and thorough,” and has removed “all related promotional content.”

While Lululemon did not specify the drum’s origin, the company emphasized that the event was intended to celebrate Chinese culture.

“We deeply value the feedback received and recognize that we should have been more thoughtful and sensitive in our planning and review process for the drum performance,” the statement continued.

“This has been a valuable learning for us, and we extend our sincerest apologies.”

The backlash reflects longstanding sensitivities in China toward Japanese cultural symbols, which can quickly become flashpoints online amid lingering tensions between the two countries.

More than 2,000 people attended Lululemon’s yoga festival at the Great Wall in late May, an event that later ignited a cultural controversy in China. China News Service via Getty Images As a result, symbols perceived as Japanese often draw heightened scrutiny in China, particularly during high-profile cultural events.

In a statement posted on Weibo, one of China’s largest social media platforms, Lululemon apologized to both Zhu and the public after criticism spread online.

The controversy erupted after online commentators questioned the origin of the drum used during the Great Wall event.

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The issue gained wider attention after percussionist Xu Yang published a video analyzing the instrument, drawing additional scrutiny to the performance.

Crisis communications strategist Amore Philip said Lululemon’s apology was timely but may not fully address concerns in China.

“The speed was right. The language was wrong,” Philip told The Post, arguing that the company’s explanation that it lacked sufficient expertise risked making it appear “incompetent rather than accountable.”

Lululemon’s high-profile Great Wall activation was intended to celebrate Chinese culture but instead sparked an online backlash. China News Service via Getty Images Philip described the backlash as “a warning shot, not a death blow” for Lululemon’s China business, noting that the market remains one of the company’s fastest-growing regions.

The Great Wall controversy is the latest in a string of public-relations headaches for Lululemon.

Earlier this year, the company faced criticism after shoppers complained that its “Get Low” leggings were see-through, prompting a temporary sales pause and a 6.5% drop in its share price.

In 2024, Lululemon pulled its “Breezethrough” leggings after customers mocked the design online, while founder Chip Wilson sparked backlash the same year with comments criticizing the company’s DEI efforts.

The athleisure giant removed promotional content tied to its Great Wall event following a social media firestorm in China. Jimin Kim/SOPA Images/Shutterstock Foreign brands operating in China and elsewhere often come up against cultural and political sensitivities that can quickly become flashpoints on social media.

Diplomatic tensions between China and Japan have also been running high in recent months. Beijing sharply criticized Japanese Prime Minister Sanae Takaichi after comments suggesting a Chinese attack on Taiwan could pose a direct threat to Japan’s security.

Chinese officials accused Tokyo of interfering in its internal affairs, while the remarks fueled concerns in Beijing that Japan was taking a more confrontational stance toward its regional rival.

Lululemon is not the first global brand to stumble into a cultural controversy in Asia.

Earlier this year, Starbucks apologized in South Korea after a marketing campaign was accused of invoking symbols associated with the 1980 Gwangju uprising, triggering a public backlash and the departure of a senior executive.

Last year, outdoor apparel brand Arc’teryx faced an online backlash after holding a fireworks event in Tibet.

The Post has sought comment from Lululemon.

As consumer spending shifts between high-end physical goods and live experiences, investors are weighing the merits of Lululemon Athletica (LULU +0.11%) and StubHub (STUB +2.46%) to determine which better fits their portfolio.

Lululemon remains a leader in technical apparel, while StubHub operates as a massive global intermediary for the live events industry. Both companies cater to discretionary spending but face vastly different operational challenges in 2026.

The case for Lululemon AthleticaLululemon Athletica designs and sells technical athletic apparel and footwear for activities such as yoga and workouts. The company operates an omni-channel model, reaching customers through more than 800 stores and a robust e-commerce platform. It relies on a concentrated network of suppliers, with roughly 40% of production in Vietnam and 34% of fabric sourced from Taiwan.

In its 2025 fiscal year (FY), revenue reached $11.1 billion, representing a growth rate of 4.9% compared to the previous year. The company reported net income of $1.6 billion for the same period. While its net margin was approximately 14.2%, this was a decrease from the 17.1% net margin achieved in the prior fiscal year.

As of its February 2026 balance sheet, the debt-to-equity ratio was 0.4x. This ratio measures total debt against shareholder equity, suggesting a conservative level of borrowing. The current ratio, which compares short-term assets to short-term liabilities, was a healthy 2.3x. Additionally, the company generated free cash flow of $921.7 million, which is the cash remaining after paying for retail stocks operations and equipment.

The case for StubHubStubHub operates a global marketplace that connects buyers and sellers of tickets for live sports, music, and theater events. The company generates revenue by collecting service fees on these transactions across its North American and international platforms. It serves a diverse customer base in over 200 countries, though it faces unique branding restrictions in certain international markets.

For the period ending in FY 2025, the company reported revenue of $1.7 billion, a slight decline of 1.4% from the prior year. The business recorded a net loss of approximately $2.0 billion during this timeframe. This resulted in a net margin of -109.2%, primarily due to high expenses and legal settlements that weighed on the bottom line.

As of the December 2025 balance sheet, the debt-to-equity ratio stood at 0.8x. The current ratio was approximately 1.0x, indicating that short-term assets just barely cover short-term obligations. Despite the reported net loss, StubHub generated free cash flow of $191.2 million, representing the actual cash produced by the business after accounting for necessary capital investments.

Risk profile comparisonLululemon Athletica faces significant supply chain risks due to its heavy reliance on manufacturing in Vietnam and fabric sourcing in Taiwan. This geographic concentration leaves the company vulnerable to regional geopolitical tensions or trade disruptions. Furthermore, the company is navigating a leadership transition following a CEO departure in early 2026 and faces stiff competition from Nike and other brands selling lower priced alternatives.

StubHub is currently dealing with intense regulatory scrutiny following a $10 million settlement with the FTC regarding fee transparency. The company also disclosed material weaknesses in its internal controls, which could impact the accuracy of future financial reporting. Operationally, it depends on third party cloud services, while facing competition from primary ticket sellers like Live Nation Entertainment.

Valuation comparisonLululemon Athletica appears to be the more value-oriented choice based on future earnings estimates, while StubHub carries a significantly higher multiple despite its recent net losses.

MetricLululemon AthleticaStubHubSector BenchmarkForward P/E10.5x23.2x29.6xP/S ratio1.2x2.3xSector benchmark uses the SPDR XLY sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Choosing an investment between Lululemon Athletica and StubHub is a tough decision since both are at interesting crossroads in their businesses.

Lululemon is experiencing a tough time. It reduced its 2026 sales outlook to be flat compared to 2025. A day after this announcement, its stock plunged to a 52-week low of $109.36.

Another factor weighing on the stock is Lululemon’s leadership transition. Uncertainty clouds the company as it awaits a new CEO, Heidi O’Neill, who won’t start until September. Whether she will be able to turn around the struggling retailer will be an unknown until she’s at the helm for a couple of quarters at least.

While StubHub showed no sales growth in 2025, it’s off to a strong start in 2026. Its first-quarter revenue rose 12% year over year to $446.0 million. Moreover, the company swung from a Q1 net loss of $22.2 million in 2025 to net income of $48.0 million this year. Its solid Q1 earnings report helped push shares up from 52-week low of $5.74 reached in April.

Lululemon is the established business, since StubHub only became a public company last September. However, StubHub appears to be heading towards a promising year ahead given its Q1 sales growth. Because of this, my choice right now is StubHub, although investors who believe Lululemon can turn things around will find now is a good time to pick up shares due to its low valuation.

Lululemon Athletica LULU is back under pressure in China after a yoga event on the Great Wall turned into a reputational headache. The late-May gathering brought more than 2,000 participants to one of China's most symbolic landmarks, but the use of a Japanese taiko drum quickly drew backlash across Chinese social media.

The company said the event was meant to honor Chinese culture, but it also admitted the drum performance should have gone through a more thoughtful and sensitive planning process. Lululemon apologized, calling the criticism a valuable learning moment, at a time when the brand is already navigating sharper scrutiny in one of its most important growth markets.

For investors, the bigger issue is not just one event. Lululemon shares have fallen about 46% so far this year after the company cut its annual forecast due to weaker North American performance, while China remains a bright spot that could still see slower growth this year. The brand is also facing tougher competition from Chinese and Western rivals, including Alo Yoga's move into the market, while another recent Shanghai yoga campaign drew criticism after participants said they were left practicing in the rain without rain gear or adequate backup facilities.

Bank of America has cut its price target on Persimmon PLC (LSE:PSN), the FTSE 100 housebuilder, to 1,220p from 1,300p, citing rising construction costs that it expects to squeeze profitability in 2027.

The broker kept its buy rating on the stock.

Bank of America now forecasts a roughly 100 basis point decline in Persimmon's underlying operating margin to 13.2% in 2027, reversing an earlier expectation of a modest improvement, before margins resume growth in 2028.

A basis point is one hundredth of a percentage point.

The analysts trimmed their earnings estimates by an average of about 7% across 2026 to 2028, and lowered the price target by 6%.

Persimmon remains exposed to higher building costs and the risk of weaker consumer confidence, the broker said, though its products help cushion the impact.

The company's average selling price sits around 15% below other volume builders, and its land holdings are weighted towards northern England.

Despite the downgraded forecasts, Bank of America said Persimmon was still the only listed housebuilder to deliver growth across all key operating measures, including sales rate, order book and outlet numbers.

It expects return on equity, a measure of how efficiently a company generates profit from shareholders' funds, of about 8% in 2027 and 9% in 2028, the highest among UK peers.

The broker also pointed to Persimmon's relatively advanced progress on cladding and fire safety remediation, which it said should reduce uncertainty over future liabilities and free up cash sooner.

Persimmon shares fell 6.66 to 1,044.5p, though the move reflected the stock trading ex-dividend rather than the note.

CHICAGO--(BUSINESS WIRE)--Alight, Inc. (NYSE: ALIT), a leading benefits administration provider of health, wealth and leave solutions, today announced its Board of Directors has determined to effectuate a reverse stock split of Alight’s outstanding shares of common stock and a corresponding decrease in the number of authorized shares of each class and series of common stock (the “Reverse Stock Split”) at a ratio of 1-for-20. The Reverse Stock Split was approved by stockholders at Alight’s 2026 Annual Meeting of Stockholders held on June 10, 2026.

The Reverse Stock Split is expected to become effective as of Tuesday, June 30, 2026, at 5:00 p.m. Eastern Time (the “Effective Time”). Alight’s Class A common stock is expected to begin trading on a split-adjusted basis on the New York Stock Exchange (“NYSE”) under the existing symbol (ALIT) when the market opens on Wednesday, July 1, 2026. The new CUSIP number for Alight’s Class A common stock following the Reverse Stock Split will be 01626W 200. The Reverse Stock Split affirms the Company’s commitment to remain on the NYSE by meeting the NYSE’s price criteria for continued listing and positions the company for inclusion in additional indexes such as the Russell 3000.

"Today's announcement is a structural action that allows us to realign our share count and maintain our focus on executing our strategy," said Rohit Verma, CEO of Alight. "This action does not change our commitment to delivering for our clients, colleagues and stockholders. In fact, we believe it further strengthens the foundation that enables our clients and partners to continue relying on Alight with confidence as we execute our strategy and invest in the capabilities that matter most to them. We remain committed to our three operating principles: delivering service and operational excellence; innovating products to create value and actionable insights; and building relationships that result in enduring, trusted partnerships."

As of the Effective Time, every 20 issued and outstanding shares of Alight’s Class A common stock, Class B non-voting common stock (including Class B-1 common stock and Class B-2 common stock), and Class V common stock will be automatically reclassified into one issued and outstanding share of Alight’s Class A common stock, Class B non-voting common stock (including Class B-1 common stock and Class B-2 common stock), and Class V common stock, respectively. No fractional shares will be issued as a result of the reverse stock split. Instead, stockholders will receive cash in lieu of fractional shares on a pro rata basis utilizing the post-Reverse Stock Split price per share.

Proportionate adjustments will be made to the terms of Alight’s outstanding equity-based awards and equity plans as well as the limited liability company units of Alight Holding Company LLC (which are exchangeable together with one share of Class V Common Stock for shares of Class A common stock on a one-for-one basis), in accordance with the terms of the applicable agreements. Additionally, the total number of shares Alight is authorized to issue and number of authorized shares of Class A common stock, Class B non-voting common stock (including Class B-1 common stock, Class B-2 common stock and Class B-3 common stock), Class V common stock and Class Z non-voting common stock (including the Class Z-A common stock, Class Z-B-1 common stock and Class Z-B-2 common stock) will correspondingly be decreased.

Registered stockholders holding pre-split shares of Alight’s Class A common stock, Class B non-voting common stock (including Class B-1 common stock and Class B-2 common stock), and Class V common stock are not required to take any action to receive post-reverse stock split shares of Class A common stock, Class B non-voting common stock (including Class B-1 common stock and Class B-2 common stock), and Class V common stock, respectively, in registered book-entry form or cash payment in lieu of fractional shares, if applicable. Stockholders owning shares through a broker, bank or other holder of record are expected to have their positions automatically adjusted to reflect the reverse stock split and cash payment in lieu of fractional shares, if applicable, subject to any particular processes of the holder of record. Stockholders that hold shares of Class A common stock, Class B non-voting common stock (including Class B-1 common stock and Class B-2 common stock), and Class V common stock with a broker, bank or other holder of record, should contact their holder of record with any questions in this regard.

Additional information about the Reverse Stock Split can be found in Alight’s definitive proxy statement filed with the Securities and Exchange Commission (the “SEC”) on April 27, 2026, which is available free of charge at the SEC’s website at www.sec.gov and on Alight’s website at https://investor.alight.com.

About Alight Solutions

Alight is a leading benefits administration provider of health, wealth, leave and point solutions for many of the world’s largest organizations and over 30 million people. Through the administration of employee benefits, Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation. Our Alight Worklife® platform empowers employers to gain a deeper understanding of their workforce and engage them throughout life’s most important moments with personalized benefits management and data-driven insights, leading to increased employee wellbeing, engagement and productivity. Learn more at alight.com.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include, but are not limited to, statements related to the expected Reverse Stock Split of the Company’s common stock (including the timing of the Reverse Stock Split, the effects of the Reverse Stock Split, expected payment of cash in lieu of fractional shares, anticipated timing of the commencement of trading on a split-adjusted basis and the impact of the Reverse Stock Split on the Company’s share price), the Company’s ability to regain compliance with the NYSE’s continued listing standards, the Company’s ability to be included in stock indices and the Company’s ongoing business operations. In some cases, these forward-looking statements can be identified by the use of words such as “outlook,” “believes,” “expects,” “potential,” “continues,” “may,” “will,” “would,” “should,” “could,” “seeks,” “projects,” “predicts,” “intends,” “plans,” “estimates,” “anticipates” or the negative version of these words or other comparable words. Such forward-looking statements are subject to various risks and uncertainties including those described in the forward-looking statements can be found under the section entitled “Risk Factors” of Alight’s Annual Report on Form 10-K, filed with the Securities and Exchange Commission (the "SEC") on February 24, 2026, as such factors may be updated from time to time in Alight's filings with the SEC, which are, or will be, accessible on the SEC's website at www.sec.gov. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be considered along with other factors noted in Alight’s filings with the SEC. Alight undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law.

Workplace solutions company Alight (ALIT 4.40%) wasn't working well for its investors in the holiday-shortened trading week.

The company formally announced a major financial engineering move, and while that was expected, market players clearly weren't encouraged. Collectively, they reduced the stock's price by almost 12% over the period, according to data compiled by S&P Global Market Intelligence.

Splitsville On Thursday morning, Alight announced that it was enacting a 1-for-20 reverse stock split of its class A common stock, a move ratified in a shareholder vote earlier this month. The company said the split should become effective after market close on Tuesday, June 30.

Image source: Getty Images.

It's important to bear in mind that any stock split, forward or reverse, does not change the company's market cap. The only change is the number of shares, with the per-share price adjusting to reflect the new total.

Reverse stock splits are typically undertaken to regain compliance with stock exchange listing requirements, as is the case with Alight. Sure enough, the company cited this as a key reason for its move.

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Discouraging developments A reverse stock split is a flashing red emergency signal that a business is struggling. Alight's recent performance has been dispiriting, and I'm not seeing any notable signs of improvement yet. I'd stay away from this stock for now.

Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Key Takeaways VRT is the stronger AI cooling pick, backed by scale, integration and hyperscaler ties.Vertiv expects $13.5B-$14B in 2026 sales and 29-31% organic growth versus 2025.Modine's data center revenues hit $1.1B in fiscal 2026, but margins and execution remain watchpoints. Artificial intelligence (AI) is generating a lot of heat—literally. As data centers pack in more GPUs to power the next wave of AI workloads, keeping those machines from overheating has become as critical as the chips themselves. That has made data center cooling infrastructure one of the hottest investment themes around. Two stocks positioned to capitalize include Vertiv Holdings (VRT - Free Report) and Modine Manufacturing (MOD - Free Report) .

Vertiv is the established giant with deep hyperscaler relationships and an integrated infrastructure portfolio that spans thermal, power and software. Modine is like the upstart worth watching—a former auto-parts company reinventing itself and building a fast-growing data center cooling business. Both are riding the same macro tailwind, but are offering different propositions. Here's how they stack up.

The Case for Vertiv: Scale, Integration, and VisibilityVertiv's edge starts with its extensive product portfolio, which covers liquid cooling, uninterruptible power supplies, switchgear, busbars, modular infrastructure and monitoring systems. When hyperscalers want a single vendor to handle the full power and thermal stack of an AI factory, Vertiv is often where they turn.

VRT’s first-quarter 2026 numbers were encouraging. Revenues grew 30% year over year, organic sales climbed 23%, adjusted operating margins expanded 430 basis points, and free cash flow more than doubled. The company’s ability to capitalize on the accelerating demand for data center infrastructure, especially in AI and cloud deployments, has been a key factor in this performance.

Acquisitions are compounding the advantage. Vertiv absorbed PurgeRite for fluid management and BMarko Structures for modular deployments. The acquisition of Strategic Thermal Labs strengthens Vertiv's engineering capability at the server-side liquid cooling interface. More recently, ThermoKey buyout expands Vertiv's heat rejection and heat-exchange portfolio, particularly across EMEA, and gives customers more flexibility to optimize thermal architectures across multiple compute generations.

The company's ability to deliver integrated, prefabricated solutions like OneCore and SmartRun is particularly valued as customers seek faster deployment and greater efficiency. Building on this, Vertiv recently integrated its SmartRun platform with NVIDIA's Omniverse DSX— creating the first converged physical infrastructure digital twin for AI factory design. The solution reduces design changes, lowers integration risks, and speeds up AI factory deployment by moving from traditional document-based planning to a model-based approach.

Vertiv now expects net sales of $13.5 billion to $14 billion, with organic net sales growth of 29% to 31% versus 2025. Adjusted earnings per share are projected between $6.30 and $6.40, representing an uptick of 50-52% year over year. Vertiv exited 2025 with a record order backlog of $15 billion— up 109% year over year. That locks in multi-year revenue visibility well into 2027, making Vertiv one of the well-positioned beneficiaries of the hyperscaler AI buildout.

The Case for Modine: Fast Growth, Sharp FocusModine's transformation is real and it's accelerating. The company has been building out a data center cooling unit that barely existed a few years ago. Fiscal 2026 data center revenues hit $1.1 billion, up 73% year over year. The company ended fiscal 2026 with its second consecutive quarter of record order intake. Modine’s data center business is supported by record order intake and roughly five years of pipeline visibility, underpinned by strong exposure to hyperscale customers. 

A newly signed long-term capacity agreement commits more than $4 billion of Airedale chiller products to a strategic customer between 2027 and 2029. As part of the agreement, Modine received a $165 million upfront payment to support manufacturing investments needed to fulfill future orders. It suggests that the buyer views Modine's cooling technology as important enough to help finance its growth.That reduces execution risk, improves cash flow visibility and allows management to invest aggressively while preserving balance sheet flexibility.

On the technology side, Modine recently unveiled a 3-megawatt chiller that delivers 50% more cooling capacity with only a 9% increase in physical footprint. That is what customers need as rack densities climb and floor space stays constrained. Co-development arrangements with key customers are also building switching costs and improving demand visibility.

Management guides data center revenue growth of 60-80% in fiscal 2027 and 50-70% in fiscal 2028. A Reverse Morris Trust transaction combining its Performance Technologies unit with Gentherm, expected to close in the end of 2026, will leave Modine as a focused Climate Solutions company. The operational story will only get sharper from there.

Modine continues to apply 80/20 principles to simplify operations and direct resources toward its highest-returning products and markets. The approach has delivered results— fiscal 2026 marked the company's fourth consecutive year of record revenues and adjusted EBITDA. That said, gross margins fell 320 basis points in the last reported quarter, pressured by capacity expansion costs, higher material prices, and tariffs. While the company views it as transitional, it's a number worth watching as volumes scale.

Valuation and Price PerformanceOn valuation, Modine trades at 3.5x forward sales while Vertiv commands around 7.5x — a meaningful gap, and one that reflects the difference in scale, margin profile, and market confidence.

Image Source: Zacks Investment Research

MOD has climbed about 113% year to date, outpacing VRT's 85% return. The rally reflects growing optimism around Modine's role in the AI data center buildout. Still, the company must prove it can translate strong demand into long-term growth by expanding capacity, integrating acquisitions, and protecting margins as the business scales.

Image Source: Zacks Investment Research

Our Take: VRT Is the Better BetModine's transformation is real and the growth numbers are hard to ignore. But strong growth alone doesn't make a stock a better buy.

Vertiv has what Modine is still building— scale, integration and proven hyperscaler relationships. Modine looks cheaper, but execution risk is real and the pure-play thesis only fully materializes once the Gentherm deal closes. Vertiv demands a premium, but with 2026 EPS growth of 51%, implied by the Zacks Consensus Estimate and positive revisions over the past seven days, the optimism around the stock only seems to be building. The valuation is steep, but the fundamentals justify the ask.

For an investor building a position in AI infrastructure today, Vertiv is the stronger pick. While MOD currently sports a Zacks Rank #3 (Hold), VRT carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Artificial intelligence (AI) is driving a surge in technology infrastructure spending. While top semiconductor stocks have been the hot plays, Vertiv (VRT +5.05%) and Texas Instruments (TXN +6.95%) are falling somewhat under the radar for many investors.

Here's why both of these tech stocks look positioned for strong growth in the data center boom.

Image source: Getty Images.

Vertiv As data centers pack in more computing power to support AI training and inference, chip density continues to rise. That pushes up heat and electricity demand, boosting demand for Vertiv's critical power management and cooling systems. In the first quarter, Vertiv reported net sales up 30% year over year (23% excluding currency and acquisitions).

The power and cooling market is competitive, but Vertiv has built an edge through service quality, long-term customer relationships, steady innovation, and a large global service network. And once this kind of equipment is installed, customers often stick with the same supplier.

That advantage is starting to show in profitability. Adjusted operating margin rose more than four percentage points to 20.8% last quarter, and management believes it can reach at least 27% over time.

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Vertiv is positioned to maintain sales growth of around 20% or more in the AI boom. Based on The Motley Fool's research, the leading AI hyperscalers were expected to increase capital spending by at least 45% in 2026 -- a big tailwind for this data center supplier.

For 2026, company guidance calls for organic net sales to be up 29% to 31% over 2025, with adjusted earnings growing at least 50%. Analysts see improving margins driving roughly 32% annualized earnings growth over the next few years. If the company hits those targets, shareholders could be well rewarded.

Texas Instruments Texas Instruments is a top supplier of analog power chips that regulate electricity flow -- exactly what data centers need as power density climbs. In the first quarter, revenue grew 19% year over year, but the real story was the 90% increase in data center revenue. Its advantage is a massive portfolio of more than 80,000 products, letting it serve a wide range of analog sockets across electronic devices, including server racks in data centers.

It could also achieve improving margins as it expands into specialized, application-specific parts -- something management expects to begin contributing meaningfully to financial results in the second half of 2026.

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The biggest risk is the industry's usual cyclical swings in chip demand. Parts of Texas Instruments' business, such as automotive and personal electronics, can experience softness in a weak economy. But the data center opportunity is real and can contribute to the company's overall growth, as it just did.

It's telling that leading AI companies like Anthropic (Claude) and OpenAI (ChatGPT) are continuing to see surging usage of their AI models. That necessitates greater investment in chips and networking in data centers to accommodate the frequent use of these tools, which could ultimately benefit Vertiv and Texas Instruments.

Analysts forecast about 21% annualized earnings growth for Texas Instruments, but earnings rose 31% year over year in the first quarter, pushing estimates higher. That suggests Wall Street may still be underestimating the scale and duration of the AI infrastructure build-out, creating an opportunity in pick-and-shovel stocks like Vertiv and Texas Instruments.

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SAN JOSÉ, Calif.--(BUSINESS WIRE)--Power Integrations (Nasdaq: POWI) today announced that on June 15, 2026 (the Grant Date), it granted 29,408 restricted stock units (RSUs), 2,246 performance stock units (PSUs), and 12,603 long-term performance stock units (PRSUs) at target to Andrew Hughes, who began employment as General Counsel and Corporate Secretary in May 2026.

In addition, on the Grant Date, the company granted a total of 3,842 RSUs and 455 PSUs at target to nine other new employees who began their employment with Power Integrations in May and June 2026.

The inducement grants were issued pursuant to Power Integrations’ Amended and Restated 2025 Inducement Award Plan. One-fourth (1/4th) of the RSUs will vest on each of the first four anniversaries of the Grant Date, subject to the recipient’s continued service through each applicable vesting date. The PSUs and PRSUs will vest based upon achievement of the Company’s performance metrics for 2026 and 2028, respectively, as determined by the Talent and Compensation Committee of the Company’s Board of Directors, up to a maximum of 200% of the target number of PSUs or PRSUs, as applicable, subject to continued service through December 31st of the applicable year. The inducement grants are subject to the terms and conditions of the applicable RSU, PSU, and PRSU agreements and Power Integrations’ Amended and Restated 2025 Inducement Award Plan.

The inducement grants were approved by the Talent and Compensation Committee of Power Integrations’ Board of Directors, as required by Nasdaq Rule 5635(c)(4), and were granted as a material inducement to employment in accordance with Nasdaq Rule 5635(c)(4).

About Power Integrations

Power Integrations, Inc. is a leading innovator in semiconductor technologies for high-voltage power conversion. The company’s products are key building blocks in the clean-power ecosystem, enabling the generation of renewable energy as well as the efficient transmission and consumption of power in applications ranging from milliwatts to megawatts. For more information please visit www.power.com.

Power Integrations and the Power Integrations logo are trademarks or registered trademarks of Power Integrations, Inc. All other trademarks are property of their respective owners.

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PASADENA, Calif.--(BUSINESS WIRE)--Arrowhead Pharmaceuticals, Inc. (NASDAQ: ARWR) today announced its plan to host a 2026 Summer Series of R&D webinars that highlight multiple clinical stage RNA interference (RNAi) based medicines that utilize the company’s proprietary Targeted RNAi Molecule (TRiM™) platform. Each webinar in the Summer Series will focus on a specific therapeutic area and will feature presentations by Arrowhead team members about the company’s clinical candidates and external key opinion leaders, who will discuss the respective disease areas and treatment landscapes.

Part I of Arrowhead’s 2026 Summer Series of R&D Webinars will focus on Arrowhead’s cardiometabolic pipeline and will be held on June 29, 2026, at 11:30 AM EDT. The webinar will feature a presentation from Steven Nissen, M.D., Chief Academic Officer for the Heart and Vascular Institute at the Cleveland Clinic, the Lewis and Patricia Dickey Chair in Cardiovascular Medicine and Professor of Medicine at the Lerner College of Medicine. The webinar will also feature presentations from Arrowhead management.

The agenda for Part I – Cardiometabolic is listed below:

Overview of Cardiometabolic Pipeline

Vince Anzalone, CFA, Arrowhead

Arrowhead’s Technology and R&D Process

James Hamilton, M.D., MBA, Arrowhead

Plozasiran (APOC3)

Jennifer Hellawell, M.D., Arrowhead

Zodasiran (ANGPTL3)

Jennifer Hellawell, M.D.

ARO-DIMER-PA (PCSK9/APOC3)

James Hamilton, M.D., MBA

Mixed Hyperlipidemia & ASCVD Treatment Landscape

Steven Nissen, M.D.​, Cleveland Clinic

Q&A

Panel

Each event in the 2026 Summer Series of R&D Webinars will be approximately 60-90 minutes in duration with live webcasts and replays available on the Events and Presentations page under the Investors section of the Arrowhead website. Registration links and additional details regarding times, agendas, and speakers will be provided on the Arrowhead website and social media channels prior to each event.

About Arrowhead Pharmaceuticals

Arrowhead Pharmaceuticals (NASDAQ: ARWR) is a commercial-stage pharmaceutical company developing medicines that treat intractable diseases by silencing the genes that cause them, harnessing the natural RNA interference (RNAi) mechanism. The company has built a broad portfolio of clinical and commercial RNAi therapeutics through its industry-leading targeted RNAi molecule (TRiM™) platform, which can precisely silence genes in a wide range of cell types, including liver, lung, muscle, adipose, and central nervous system tissue. At Arrowhead, we rapidly advance potential best- and first-in-class RNAi treatments for diseases with significant unmet medical need, because every day matters to the patients we serve.

For more information, please visit arrowheadpharma.com, or follow us on X (formerly Twitter) at @ArrowheadPharma, LinkedIn, Facebook, and Instagram. To be added to the Company’s email list and receive news directly, please visit ir.arrowheadpharma.com/email-alerts.

Safe Harbor Statement under the Private Securities Litigation Reform Act:

This news release contains forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Any statements contained in this release except for historical information may be deemed to be forward-looking statements. Without limiting the generality of the foregoing, words such as “may,” “will,” “expect,” “believe,” “anticipate,” “hope,” “intend,” “plan,” “project,” “could,” “estimate,” “continue,” “target,” “forecast” or “continue” or the negative of these words or other variations thereof or comparable terminology are intended to identify such forward-looking statements. In addition, any statements that refer to projections of our future financial performance, trends in our business, expectations for our product pipeline or product candidates, including anticipated regulatory submissions and clinical program results, prospects or benefits of our collaborations with other companies, or other characterizations of future events or circumstances are forward-looking statements. These forward-looking statements include, but are not limited to, statements about the initiation, timing, progress and results of our preclinical studies and clinical trials, and our research and development programs; our expectations regarding the potential benefits of the partnership, licensing and/or collaboration arrangements and other strategic arrangements and transactions we have entered into or may enter into in the future; our beliefs and expectations regarding milestone, royalty or other payments that could be due to or from third parties under existing agreements; and our estimates regarding future revenues, research and development expenses, capital requirements and payments to third parties. These statements are based upon our current expectations and speak only as of the date hereof. Our actual results may differ materially and adversely from those expressed in any forward-looking statements as a result of numerous factors and uncertainties, including the safety and efficacy of our product candidates, decisions of regulatory authorities and the timing thereof, the duration and impact of regulatory delays in our clinical programs, our ability to finance our operations, the likelihood and timing of the receipt of future milestone and licensing fees, the future success of our scientific studies, our ability to successfully develop and commercialize drug candidates, the timing for starting and completing clinical trials, rapid technological change in our markets, the enforcement of our intellectual property rights, and the other risks and uncertainties described in our most recent Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q and other documents filed with the Securities and Exchange Commission from time to time. We assume no obligation to update or revise forward-looking statements to reflect new events or circumstances.

Source: Arrowhead Pharmaceuticals, Inc.

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, /PRNewswire/ -- Ally Financial (NYSE: ALLY) has scheduled the release of its second quarter financial results for Tuesday, July 21, 2026, at approximately 7:30 a.m. ET. The results will be available on the Ally Press Room website (http://media.ally.com).

Ally will host a conference call at 9 a.m. ET to review the company's performance. You may listen to the call via webcast or dial-in. The webcast will be live on Ally's Investor Relations website in the Events & Presentations section (http://www.ally.com/about/investor/events-presentations/index.html).

To join the conference via dial-in, please pre-register via the following link at least 15 minutes before the call begins: https://register-conf.media-server.com/register/BIe8c04604b04f45b8bfc92dc71d60682f . Upon registration, you will be provided with the conference dial-in number as well as a unique registrant ID.

The presentation and financial supplement will be posted in the Events & Presentations section of Ally's Investor Relations website on July 21, 2026, at approximately 7:30 a.m. ET.          

A replay of the call will be available via webcast on the Ally Investor Relations website.

About Ally Financial
Ally Financial Inc. (NYSE: ALLY) includes the nation's largest all-digital bank and auto finance business, driven by a mission to "Do It Right" for its customers and communities. Ally is a top-25 U.S. financial holding company with $197 billion in assets and 9.5 million customers (March 31, 2026). Ally Bank, Member FDIC, offers online banking products, including high-yield savings and no hidden fee checking, and was the first major U.S. bank to eliminate overdraft fees. Ally also provides investing solutions through Ally Invest, including online brokerage, automated investing, IRAs and personal advice. As a leader in auto finance, Ally provides consumer and dealer financing, insurance, and vehicle remarketing services. Ally's seasoned corporate finance business provides capital to equity sponsors and middle-market companies. Visit ally.com.

Contacts:

Sean Leary
Ally Investor Relations
704-444-4830
[email protected]

Peter Gilchrist
Ally Communications (Media)
704-644-6299
[email protected]

SOURCE Ally Financial

Key Takeaways VOYA's Retirement business is gaining from strong sales, high retention and the OneAmerica acquisition.Voya targets more than 2% organic growth in Investment Management, supported by strategic partnerships.VOYA returned $200M to shareholders in Q1 but faces higher leverage and investment-related margin pressure. Shares of Voya Financial, Inc. (VOYA - Free Report) have gained 36.1% in the past year, outperforming the industry’s growth of 18.8%.

Growth in the Retirement and Investment Management segments, improved employee benefits segments, strategic acquisitions and partnerships, record net flows, and excess capital generation are driving the stock performance. The momentum is likely to sustain with scope for further upside, supported by continued strength in the Retirement and Investment Management businesses, strategic acquisitions and ongoing share repurchases.

Voya Financial has outperformed its peers, including Reinsurance Group of America, Incorporated (RGA - Free Report) , Primerica, Inc. (PRI - Free Report) and Brighthouse Financial, Inc (BHF - Free Report) . Shares of RGA, PRI and BHF have gained 8.4%, 8.1% and 7.4%, respectively, in the past year.

1-Year Performance: VOYA, RGA, PRI, BHF & Industry
Image Source: Zacks Investment Research

VOYA’s Attractive ValuationVoya Financial shares are trading at a price-to-book value of 1.29X, lower than the industry average of 2.16X.

Image Source: Zacks Investment Research

VOYA’s Growth ProjectionThe Zacks Consensus Estimate for Voya Financial’s 2026 earnings per share (EPS) indicates a year-over-year increase of 8.4%. The consensus estimate for revenues is pegged at $1.33 billion, implying a year-over-year decline of 0.7%.  

The consensus estimate for 2027 EPS and revenues indicates an increase of 14.8% and 7.4%, respectively, from the corresponding 2026 estimates.  

Earnings have grown 8.8% in the past five years, better than the industry average of 5.9%. The expected long-term earnings growth rate is 11.5%.

Muted analyst sentiment for VOYAOne of the three analysts has raised earnings estimates for 2026 and 2027 over the past 30 days. However, the Zacks Consensus Estimate for 2026 and 2027 earnings has moved south 0.5% and 2.2%, respectively, over the same period.

Factors Acting in Favor of VOYAVOYA’s earnings are driven by its solid segmental performances across Retirement, Investment Management and Employee Benefits segments. These businesses represent higher-growth, capital-light and higher-return units, bolstering the company’s solid presence in the market.

The Retirement segment is steadily experiencing significant growth on the back of higher revenues, favorable market impacts, higher alternative investment income and active portfolio management, positive defined contribution flows, as well as disciplined management of spend. Management expects strong commercial momentum in retirement, driven by robust sales, more than 95% retention and new plan implementations.

Management described the OneAmerica retirement acquisition as highly successful, generating returns above 30%.  It has meaningfully strengthened the scale and earnings power of the Retirement business, which now serves nearly 10 million Retirement accounts.

The Investment Management segment should benefit from higher investment capital returns, primarily driven by overall market performance, higher fee-based revenues, benefiting from strong commercial momentum and disciplined management of spend. Voya Financial remains confident in sustaining more than 2% organic growth. Management also highlighted continued strength in retail income and growth strategies. VOYA is constantly taking strategic steps to ramp up growth in its Investment Management segment. Voya Financial and Allianz Global Investors' long-term strategic partnership added scale and diversification to Voya Investment Management.

The Employee Benefits segment of the insurer is likely to gain from unfavorable stop-loss claim development in the prior period, a smaller block of business in the current period, lower premium-driven expenses, disciplined management of spend, higher alternative investment income and active portfolio management.

The company’s capital levels remain strong. In the first quarter of 2026, VOYA generated approximately $200 million of excess capital and returned that amount to shareholders through repurchases and dividends. VOYA repurchased an additional $150 million of shares in the second quarter, with $413 million remaining under its buyback authorization.

Risks for VOYAThe company plans to invest up to $75 million of excess capital in 2026 to strengthen its wealth management platform. These investments are expected to create a near-term earnings drag and reduce Retirement segment margins by about 200 basis points.

VOYA faces intense competition from broker-dealers, financial advisors, diversified financial institutions and start-up financial services providers, which could result in increased pressure on the pricing of certain products and services.

Voya's ROE has declined over the past two years due to weaker margins and operational pressures in Health Solutions and Employee Benefits. Additionally, long-term debt rose to $1.9 billion, up 26% from year-end 2025, causing the financial leverage ratio to deteriorate 220 basis points year over year to 29.7%. Higher leverage and lower profitability could weigh on future earnings and returns.

ConclusionVoya Financial is well-positioned for strong earnings growth across all three business segments, positive net flows, favorable retention and strategic partnerships. It should continue to benefit from financial flexibility and effective capital deployment. However, high competition, weakened ROE and a rise in debt are the concerns.

Given the muted analyst sentiment, it is wise to retain this Zacks Rank #3 (Hold) stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here

CARPINTERIA, Calif.--(BUSINESS WIRE)--Procore Technologies, Inc. (NYSE: PCOR), the leading global provider of construction management software, announced new portfolio management and capital planning capabilities designed to transform the way owners manage capital projects through consolidated visibility and control across the entire portfolio—from early project concepts and planning to funding and operations. The new capabilities connect the full capital project lifecycle, giving owners greater visibility across portfolios to identify risk earlier, strengthen governance, and make more informed capital decisions. Embedded Procore AI extends agentic AI capabilities to owners, helping teams identify emerging risks across projects, automate workflows triggered by project events, and quickly surface answers about portfolio health using data connected across their capital programs.

As construction programs grow more complex and capital becomes more expensive, owners have less room for error. Many projects are still being executed against budgets approved 12 to 24 months earlier despite rising costs and shifting market conditions, while disconnected systems limit visibility across projects and financial performance. Nearly 92% of large capital projects fail to finish on time and on budget, with projects running an average of 20 months late and exceeding original estimates by 80%.

“Owners aren’t waking up worried about just one project. They’re thinking about hundreds of millions, sometimes billions, in capital spread across an entire portfolio,” said Geoff Lewis, SVP of Product at Procore. “We're building capital portfolio management capabilities directly into Procore to give owners that visibility in one place. Combined with embedded Procore AI, these capabilities help owners quickly assess project and portfolio health, surface emerging risks, and get answers grounded in construction data across all of their projects so they can make decisions with confidence instead of piecing together information across spreadsheets and disconnected systems.”

Providing a Connected Foundation for Owners

Capital project owners have long operated without a system purpose-built for the full scope of their role. Project management tools were designed for contractors, and financial platforms were not built for construction. The result is a patchwork of spreadsheets, disconnected data, and decisions made without a complete picture.

To address these challenges, Procore has introduced capabilities designed specifically for owners across the capital lifecycle—from early-stage planning through construction delivery and long-term operations, including:

Concept Projects helps owners evaluate early-stage initiatives alongside active work, compare investment options, and route decisions through approval workflows before capital is committed.Portfolio Monitoring provides centralized visibility into budget, schedule, and risk across active projects. Owners can track performance in real time and drill into project-level details when issues emerge.Owners Hub provides personalized dashboards that surface information requiring attention, from financial trends to schedule performance and risk. Views are configurable by role, so leaders see the insights most relevant to their decisions.● Capital Planning replaces disconnected spreadsheets with a live capital plan that helps owners forecast future spending, prioritize investments, and align long-term plans with active projects.Funding Source Management tracks where project funding comes from and how it is spent, making it easier for owners to manage multiple funding sources, maintain compliance, and improve financial accountability.Asset Management helps owners maintain a connected digital record of their assets across the entire lifecycle, linking equipment and spaces to the documentation, maintenance history, warranties, and project information needed to support decisions made during construction and into operations.Together, these capabilities provide owners with connected visibility across their portfolio and asset lifecycle, helping them plan investments, monitor execution, and manage assets in a single environment.

“Using Procore has really helped us make strategic planning decisions about where we want to spend capital in order to grow the business and focus on putting good dollars to work,” said Marc DiGuiseppe, Vice President of Project Delivery at Catalyze.

Turning Portfolio Data into Decisions With Procore AI

Procore AI helps capital project leaders turn project and portfolio data into action. With embedded capabilities like Deep Search, users can ask questions about individual projects and get answers grounded in specifications, submittals, and field documentation, reducing the need to chase down information across teams. To help capital project leaders identify issues earlier, Procore AI can surface emerging financial, schedule, and operational risks across portfolios, providing greater visibility into trends that may require attention.

Unlike horizontal AI tools, Procore AI is built on construction-specific context. Drawing from data across millions of projects, it can help capital project leaders understand not only what is happening across their portfolio, but why—and where action may be needed to help reduce future risk.

Market Availability

Owners Hub, Portfolio Monitoring, Concept Projects, and Asset Management are currently in beta, with general availability planned for summer 2026.

Capital Planning and Funding Source Management are expected to enter beta later this month, with general availability planned for late 2026.

To learn more, visit Procore.com/owners and register for Procore’s June Innovation Summit at Procore.com/Innovation-Summit.

About Procore

Procore Technologies, Inc. (NYSE: PCOR) is a leading technology partner for every stage of construction. Built for the industry, Procore’s unified technology platform drives efficiency and helps mitigate risk through AI & data-driven insights and decision making. Over three million projects have run on Procore across 150+ countries. For more information, visit www.procore.com.

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Key Takeaways NVT benefits from AI data center demand, with organic orders up about 40% in Q1 2026 and backlog at $2.6B.APH's IT Datacom business surged 99% in Q1 2026, but other markets showed slower growth and mixed demand.NVT trades at a lower forward sales multiple while continuing to expand capacity for future growth. nVent Electric (NVT - Free Report) and Amphenol (APH - Free Report) are two key players in the electrical equipment and connectivity industry. They benefit from growing demand for data centers, electrification and industrial upgrades.

nVent Electric mainly sells electrical enclosures, connections and protection products used across industrial, commercial and infrastructure markets, including data centers. Amphenol designs and manufactures electrical, electronic and fiber-optic connectors and interconnect systems for a wide range of industrial and technology applications.

Both NVT and APH are positioned to benefit from long-term infrastructure and data-center investment trends. However, from an investment point of view, one stock offers a more favorable outlook than the other right now. Let’s break down their fundamentals, growth prospects, market challenges and valuation to determine which stock offers a more compelling investment case.

The Case for nVent Electric StocknVent Electric is benefiting from strong demand for data center infrastructure, which is becoming a major driver of its revenue growth. In the first quarter of 2026, the company reported organic sales growth of 34%, with infrastructure sales rising nearly 80% year over year. Management said data centers were the biggest contributor to growth, helping the company deliver record sales, orders and backlog.

The company is seeing demand across both gray-space and white-space data center applications. In the gray space, growth was driven by engineered buildings, enclosures and power connections. In the white space, liquid cooling, power distribution units and cable management solutions performed well. Management noted that growth was broad-based across the portfolio and supported by demand from hyperscalers, neocloud providers, multitenant operators and distribution partners.

nVent Electric's order trends also remain strong. Organic orders increased about 40% in the first quarter, largely driven by AI data center projects. Backlog reached a record $2.6 billion, rising in the low double digits sequentially. The company stated that most of its backlog extends beyond 12 months and into 2027, providing visibility into future revenues. In the first quarter, new products added more than 20 percentage points to sales growth, with many of those products tied to data center applications.

To support demand, nVent Electric is increasing capacity across its operations, which should help the company generate more revenue once fully ramped up. The company recently opened its new Blaine, MN, facility and expects production to ramp through 2026. It is also investing in additional capacity for liquid cooling and other data center products. Overall, the above-mentioned factors show that data center demand is likely to remain an important revenue growth driver for the company.

The Case for Amphenol StockAmphenol is seeing strong growth from rising investments in AI data centers, on the back of rising demand for the company’s products, which are used to transfer data and power inside AI servers, racks and data centers. In the first quarter of 2026, Amphenol’s IT Datacom segment delivered exceptional results. Sales in the IT Datacom segment increased 99% year over year and 81% organically. The segment accounted for 41% of total company sales, making it Amphenol’s largest business.

Demand for AI-related products remained the biggest growth driver during the first quarter. IT Datacom sales increased 27% sequentially, and 16% on an organic basis. Management noted that virtually all of this organic sequential growth came from AI-related products. Customer demand also remained strong. Amphenol reported record company-wide orders of $9.4 billion and a book-to-bill ratio of 1.24. Management noted that customers continue to increase purchases for AI infrastructure projects and are asking for more products as they expand data center capacity.

The company remains well-positioned to benefit from future AI spending. Amphenol supplies a broad range of high-speed copper, fiber-optic and power interconnect products that are used throughout AI data centers. The recent CommScope acquisition further expanded the company’s fiber and connectivity offerings, allowing it to participate in more areas of the data center architecture. Looking ahead, management expects IT Datacom sales to increase in the low teens sequentially in the second quarter of 2026. The outlook is supported by continued investments in AI data centers as well as healthy demand from enterprise and cloud customers.

While AI-related demand remains very strong, some of Amphenol's other businesses are growing at a much slower pace. In the mobile devices end market, organic sales increased only 1% in the first quarter. Management said growth in laptops and accessories was offset by weaker demand for handsets and wearables. The company expects mobile device sales to decline modestly in the second quarter of 2026 due to normal seasonal patterns.

In communications networks, organic sales were flat year over year. Here, stronger wireless demand was offset by weaker broadband demand. In the second quarter of 2026, sales in this market are expected to remain at first-quarter levels, indicating no meaningful near-term growth. The above-mentioned factors show that most of Amphenol's current growth is coming from AI-related IT datacom products. If AI spending slows, the slower growth in mobile devices and communications networks markets could weigh on the company's prospects in the near term.

NVT vs. APH: Earnings Estimate TrendThe Zacks Consensus Estimate for NVT’s 2026 and 2027 EPS is pegged at $4.55 and $5.57, respectively. The estimates for fiscal 2026 and 2027 have been revised upward by 9.6% and 15.1%, respectively, over the past 60 days.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for APH’s 2026 and 2027 EPS is pinned at $4.76 and $5.62, respectively. The estimates for 2026 and 2027 have been revised upward by 11.7% and 9.3%, respectively, over the past 60 days.

Image Source: Zacks Investment Research

NVT vs. APH: Price Performance and ValuationYear to date, nVent Electric shares have rallied 74.3%, and shares of Amphenol have risen 21.6%.

NVT vs. APH: YTD Price Return Performance
Image Source: Zacks Investment Research

Currently, nVent Electric is trading at a forward sales multiple of 5.39X, lower than Amphenol’s forward sales multiple of 5.66X. APH does seem pricey compared with NVT. In contrast, NVT’s reasonable valuation makes it more attractive for investors looking for value and stability.

NVT vs. APH: Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research

Conclusion: NVT Has an Edge Over APHBoth nVent Electric and Amphenol are benefiting from higher spending on AI data centers and infrastructure. However, APH’s near-term prospects suffer from weakness in mobile devices and communications networks end markets, which could limit near-term growth.

In contrast, nVent Electric is experiencing strong demand for data center infrastructure, which is helping drive strong orders and a growing backlog. Further, NVT’s reasonable valuation offers some downside protection as well, making the stock an attractive buy.

Currently, nVent Electric sports a Zacks Rank #1 (Strong Buy), giving a clear edge over Amphenol, which carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Key Takeaways Envista posted positive growth across major businesses in Q1 2026, led by key dental segments.NVST expanded margins despite higher tariff costs, aided by pricing and supply-chain actions.Envista acquired Versah and launched new implant, aligner and AI-enhanced dental solutions. Envista (NVST - Free Report) shares have shown impressive momentum over the past 12 months, with shares rising 37.1%. The stock has outpaced the industry’s 30.3% fall and the S&P 500 Composite’s 28.2% increase.  

Carrying a Zacks Rank #3 (Hold) at present, the global dental product company continues to advance its three core priorities. New product innovation is playing a key role in its accelerating growth. Envista’s value-adding acquisitions in core dental categories and favorable solvency are also highly promising.

Headquartered in Brea, CA, Envista Holdings is a global family of more than 30 dental brands, including Nobel Biocare, Ormco, DEXIS and Kerr. The company’s diversified portfolio of solutions covers a broad range of dentists' clinical needs for diagnosing, treating and preventing dental conditions as well as improving the aesthetics of the human smile. Envista serves dental professionals in more than 130 countries through one of the largest commercial organizations in the dental products industry and through distribution partners.

Factors Supporting NVST’s Price RallyThe rally in the company’s share price can be linked to its ongoing strategic progress around three areas — growth, operations and people. The growth priority is built on four pillars. In the first quarter of 2026, all major businesses delivered positive growth, with 8.4% core growth in the Specialty Products & Technologies segment and 11.5% core growth in the Equipment and Consumables segment. The company has been reinvesting to support durable share gains, with sales and marketing and R&D both up double digits and new products central to results. Recent launches included Nobel S Series in implants, the Spark clear aligner launch in Japan and DEXIS software enhancements that add AI-driven workflow and diagnostics tools.

Image Source: Zacks Investment Research

The Envista Business System continued to deliver broad-based operational benefits, supporting gross margin expansion of 100 basis points and adjusted EBITDA margin growth of 120 basis points. Despite a $11 million year-over-year increase in tariff costs, Envista successfully offset the impact through supply chain, G&A and pricing initiatives. The company is advancing its continuous improvement culture, supported by steady gains in employee engagement and talent development.

Developed markets were the key growth engine in first-quarter 2026, with North America and Europe both delivering double-digit gains. Developing markets grew at a high-single-digit rate, excluding softness in China tied to policy uncertainty. The Spark launch in Japan adds a new growth vector in a sizable aligner market where the company already has strong orthodontic relationships, creating a cross-sell opportunity into clear aligners. Management also highlighted continued progress with DSOs and clinician education as levers to deepen penetration.

Envista continues to use M&A to broaden its clinical offering and strengthen go-to-market positions in attractive dental segments. In first-quarter 2026, it acquired Versah for about $54.7 million, adding the Densah Burs system used for osseodensification — a technique designed to improve osteointegration in certain implant indications. This builds on prior acquisitions that expanded implants and imaging, including Osteogenics and the Carestream intraoral scanner business that now operates within the DEXIS portfolio, and supports a more competitive implants platform over time.

The company remains financially strong.  As of April 3, 2026, Envista held $1.08 billion of cash and cash equivalents, while current debt was nil. Long-term debt was $1.44 billion, down from $1.45 billion in the previous quarter. 

What Ails NVST?China remains a source of uncertainty for the implants business as channel partners continue to adjust inventory levels ahead of the anticipated volume-based procurement process, which management expects to begin between the second and third quarters. Tariffs also remain a cost headwind.

A Glance at NVST’s EstimatesThe Zacks Consensus Estimate for NVST’s 2026 and 2027 earnings per share (EPS) is expected to increase 19.3% and 9.3% year over year, respectively, to $1.42 and $1.55. In the past 60 days, the consensus mark for the company's 2026 EPS has risen 2 cents.

Revenues for 2026 are projected to grow 5.2% to $2.86 billion and another 3.4% to $2.96 billion in 2027.

Key PicksSome better-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Align Technology (ALGN - Free Report) and Integra LifeSciences (IART - Free Report) .

Globus Medical has an earnings yield of 5.9% compared to the industry’s negative 3.5% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 26.3%. GMED shares have rallied 36.6% against the industry’s 5.6% fall over the past year.

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

Align Technology, sporting a Zacks Rank #1, has an estimated long-term earnings growth rate of 10.3% compared with the industry’s 9.6% growth. Shares of the company have risen 0.2% compared with the industry’s 7.8% growth. ALGN’s earnings outpaced estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 7.8%.

Integra LifeSciences, carrying a Zacks Rank #2 (Buy), has an earnings yield of 13.6% against the industry’s negative 3.5% yield. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 16.7%. IART shares have rallied 51.5% against the industry’s 5.1% decline over the past year.

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