Track market-moving stories before they get noisy

Quantumscape Corp (NYSE:QS) shares surged about 15% on Thursday after the solid-state battery developer announced a joint research agreement with Honda Motor (NYSE:HMC) subsidiary Honda R&D Co Ltd to advance its battery technology platform.

The multi-year collaboration will focus on solid-state battery development and related manufacturing processes, combining the expertise of both companies.

The agreement follows Honda's completion of a technology evaluation program with QuantumScape that included an in-depth assessment of the company's solid-state battery platform and benchmarking against competing technologies through a series of standard technical tests.

"QS technology demonstrated compelling and unique advantages during our evaluation," Atsushi Ogawa, chief operating officer of Honda R&D's Research Center of Excellence, said in a statement.

He added that the company sees potential for the technology across multiple applications, including automotive uses.

QuantumScape CEO Siva Sivaram said Honda's assessment represented "one of the most rigorous evaluations of our technology to date."

“This agreement reflects the growing confidence in QS solid-state lithium-metal batteries to enable safer, higher-density energy storage,” Sivaram said.

The company develops solid-state lithium-metal batteries, which are viewed as a potential alternative to conventional lithium-ion batteries due to their potential for higher energy density and improved safety characteristics.

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© Courtesy of QuantumScape

QuantumScape (NYSE:QS | QS Price Prediction) stock is surging in Thursday’s midday session, up 11% to $7.67 after the company unveiled a joint research agreement with Honda Motor (NYSE:HMC) to advance solid-state battery technology. The pop builds on an earlier session gain of 8% that accelerated as the news circulated.

Sympathy buying is lifting peer Solid Power (NASDAQ:SLDP) stock, which is trading higher by 4% to around $2.80. Solid Power has no company-specific catalyst today, but renewed enthusiasm for solid-state battery developers is spilling across the group.

The reaction is sharp because it lands inside an otherwise bruising year for QuantumScape shares. QuantumScape stock is down more than 24% year to date in 2026, yet still up more than 81% over the past 12 months, underscoring just how volatile this name has been.

Honda Pact Validates QuantumScape’s Tech Under the agreement, QuantumScape and Honda will work together under a multi-year plan to develop a solid-state battery and determine the production process, with automotive use cases the obvious target. Importantly, the deal was inked only after Honda completed due diligence on QuantumScape’s QSE-5/QS battery platform, including a hands-on technical study, benchmarking, and stress testing.

That sequencing matters. Honda R&D COO Atsushi Ogawa stated QuantumScape’s technology “demonstrated compelling and unique advantages” during evaluation, and QuantumScape CEO Siva Sivaram called Honda’s review one of the most rigorous assessments of its technology to date. For a pre-revenue developer, validation from a top global automaker is a meaningful trust signal.

The pact also expands QuantumScape’s OEM roster beyond lead partner Volkswagen Group‘s (OTC:VWAGY) PowerCo, where the company has expanded licensing and up to 85 GWh annual production rights.

Solid Power Catches a Sympathy Bid Solid Power shares are riding the sector tailwind rather than a fresh announcement. The sulfide-electrolyte specialist has its own roster of partners, including BMW, but today’s bid is purely a read-through from the QuantumScape-Honda headline.

The context cuts both ways for Solid Power. The stock is down 34% year to date in 2026, yet still up 42% over the past year. Like QuantumScape, Solid Power remains a low-priced, highly volatile, pre-commercial story where milestones (not earnings) drive the tape.

What Investors Can Watch Next The bull case is straightforward: a marquee Japanese automaker performed rigorous testing and committed to a multi-year program, which lifts the credibility of the entire solid-state thesis. That’s why Solid Power stock is rallying alongside QuantumScape stock without any news of its own.

The skeptical view deserves equal airtime: both QuantumScape and Solid Power are pre-revenue, cash-burning developers with uncertain commercialization timelines. Insider activity at QuantumScape has also leaned toward disposals in recent weeks, with CTO Timothy Holme and CEO Sivaram among executives reducing positions in May and early June. That’s not a vote of conviction ahead of today’s news.

Near-term, investors can watch for whether QuantumScape stock holds its midday gains into the close, and whether Honda commentary draws follow-on interest from additional OEMs. The next operational checkpoints are QuantumScape’s Eagle Line production scaling and Solid Power’s continuous electrolyte pilot line, which the company is targeting for commissioning by year-end. Position sizing matters here, and investors may want to calibrate their exposure accordingly as these remain speculative names.

HONG KONG SAR - Media OutReach Newswire – 19 June 2026 – Hong Kong universities continue to excel on the international stage with five institutions ranked among the world's top 100 and, for the first time, two in the top 20 of the 2027 World University Rankings published by Quacquarelli Symonds (QS) on June 18. A spokesman for Hong Kong's Education Bureau (EDB) said that with the Hong Kong Special Administrative Region (HKSAR) Government's full commitment to developing Hong Kong into an education hub, coupled with the support of a series of policy measures, the city's higher education system has again excelled. Announcing the results, QS said in a press release that Hong Kong "emerges as Asia's most improved higher education system for the second consecutive year, and the second most improved globally among systems with three or more ranked universities". Hong Kong is home to five universities consistently ranked in the global top 100 The University of Hong Kong (HKU) maintained its position at 11th in the world; The Chinese University of Hong Kong (CUHK) rose 14 places to 18th; The Hong Kong University of Science and Technology rose 11 places to 33rd; and The Hong Kong Polytechnic University climbed four places to 50th, entering the world's top 50 for the first time. Also among the top 100 is City University of Hong Kong, which improved 11 places to 52nd. In the latest Best Global Universities Rankings published by the U.S. News & World Report just days ago, multiple Hong Kong universities also demonstrated exceptional international competitiveness, with 20 subjects placing in the global top 10. Notably, CUHK, HKU, and The Education University of Hong Kong swept the global top three spots for the Best Global Universities for "Education and Educational Research", underscoring the city's prowess in cultivating talents and conducting academic research. "These achievements fully affirm the effectiveness of the HKSAR Government's steadfast investment in education and its full support through the University Grants Committee (UGC) for institutions to continuously innovate, optimise, expand capacity, and enhance quality. The significant year-on-year rise in the overall rankings of our institutions further validates Hong Kong's strong appeal as a premier hub for international high-end talent," the EDB spokesman said. "The stellar performance of UGC-funded universities in the international rankings is by no means accidental. On one hand, it relies on the tireless efforts of all institutions to actively recruit world-class scholars and invest in infrastructure. On the other hand, the HKSAR Government's stable resource investment, clear and supportive policy guidance, as well as the rigorous quality assurance implemented through the University Accountability Agreements, are also of paramount importance." The University of Hong Kong secured the 11th spot in the latest QS World University Rankings The Government will continue to promote the internationalisation and diversification of post-secondary education, which aims to not only enhance Hong Kong's development momentum but also make proactive contributions to the nation's development, the spokesman said. The strength demonstrated by Hong Kong's higher education system aligns perfectly with the strategic goals set out in the National 15th Five-Year Plan to build a leading nation in education, technology, and talent. To support the post-secondary education sector to grow bigger and stronger, the Government has raised the admission ceiling for non-local students in taught programmes at funded post-secondary institutions to 50 per cent, and increased the over-enrolment ceiling for self-financing places in funded research postgraduate programmes to 120 per cent, among other measures. Meanwhile, the Government is promoting the "Study in Hong Kong" brand. The Task Force on Study in Hong Kong, in collaboration with major institutions, is stepping up promotion of Hong Kong's excellent academic, research, and international collaboration resources on the Chinese Mainland and overseas. It also aims to attract outstanding talent from all over the world through initiatives such as expanding the Belt and Road Scholarship. Hashtag: #HongKong #BrandHongKong #EducationHub #University #QS https://www.brandhk.gov.hk/ https://www.linkedin.com/company/brand-hong-kong/ https://x.com/Brand_HK/ https://www.facebook.com/brandhk.isd https://www.instagram.com/brandhongkongThe issuer is solely responsible for the content of this announcement.

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Earnings estimates are expectations of growth and profitability, and are determined by brokerage analysts. Together with company management, these analysts examine every aspect that may affect future earnings, like interest rates, the economy, and sector and industry optimism.

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The Zacks Rank consists of four main pillars: Agreement, Magnitude, Upside, and Surprise. Each one is given a raw score, which is recalculated every night and compiled into the Rank. Then, stocks are classified into five groups, ranging from "Strong Buy" to "Strong Sell," using this data.

The Focus List is comprised of stocks hand-picked from a long list of #1 (Strong Buy) or #2 (Buy) ranked companies, meaning that each new addition boasts a bullish earnings consensus among analysts.

Because stock prices react to revisions, buying stocks with rising earnings estimates can be very profitable. Focus List stocks offer investors a great opportunity to get into companies whose future earnings estimates will be raised, potentially leading to price momentum.

Focus List Spotlight: Quanta Services (PWR - Free Report) Quanta Services, Inc. is a leading provider of specialty contracting and infrastructure solutions for the electric and gas utility, power generation, large load center, manufacturing, communications, pipeline and energy industries. Quanta has operations in the United States, Canada, Australia and other selected international markets.

PWR, a #1 (Strong Buy) stock, was added to the Focus List on December 23, 2021 at $111.52 per share. Since then, shares have increased 541.01% to $714.85.

For fiscal 2026, eight analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.79 to $13.94. PWR boasts an average earnings surprise of 10.3%.

Additionally, PWR's earnings are expected to grow 29.7% for the current fiscal year.

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Key Takeaways PWR has rallied 66.3% year to date, backed by record first-quarter results and strong momentum.PWR's record $48.5B backlog reflects demand in transmission, utilities, power generation and AI data centers.PWR trades at a premium valuation, making project execution, margins and backlog growth crucial. Quanta Services (PWR - Free Report) has been one of the strongest performers in the engineering and infrastructure space in 2026. The stock has rallied 66.3% year to date, outperforming the Zacks Engineering - R&D Services industry, the broader Zacks Construction sector and the S&P 500, as shown below. The stock is also trading above both its 50-day and 200-day moving averages, reflecting strong technical momentum.

PWR Price Performance (YTD)

Image Source: Zacks Investment Research

PWR's Technical Trend Remains Bullish

Image Source: Zacks Investment Research

The rally has been supported by solid business execution. Quanta delivered record first-quarter 2026 results, raised its full-year outlook and continues to benefit from rising investments in electric grid modernization, power generation and AI-related infrastructure.

The key question is whether the stock still has room to appreciate after such a strong run.

Quanta Is Riding Powerful Industry TailwindsQuanta reported an impressive first quarter, with revenues increasing 26.3% year over year to a record $7.87 billion. Adjusted earnings per share rose to $2.68 from $1.78 a year ago, while adjusted EBITDA reached a record $686 million. The company also generated $392 million in operating cash flow.

Equally encouraging was management's confidence in future demand. Total backlog climbed to a record $48.5 billion, driven by strength across transmission, utility infrastructure, power generation and large-load facilities such as AI data centers. Management raised its 2026 guidance and now expects revenues between $34.7 billion and $35.2 billion, with adjusted earnings per share (EPS) of $13.55-$14.25.

Management also reaffirmed its long-term strategy of more than doubling earnings power by 2030 through investments in transformer manufacturing, off-site fabrication and integrated supply-chain capabilities. These investments should strengthen Quanta's ability to execute large and complex infrastructure projects.

AI Infrastructure Continues to Expand PWR's OpportunityArtificial intelligence remains one of Quanta's biggest growth drivers. The rapid construction of hyperscale data centers is increasing demand for transmission lines, substations, transformers and power generation infrastructure.

Management believes customers increasingly value execution certainty, which plays to Quanta's strengths. The company combines engineering, construction, manufacturing and supply-chain capabilities under one platform, allowing it to complete projects faster and more efficiently than many competitors.

Quanta is also benefiting from investments across transmission, natural gas generation, renewable energy, battery storage and communications infrastructure. During the earnings call, management indicated that demand extends well beyond 2030 as utilities continue expanding the power grid to support electrification and AI-driven electricity consumption.

Earnings Estimates Continue Moving Higher for PWR StockAnalysts have become increasingly optimistic about Quanta's outlook. Over the past 60 days, the Zacks Consensus Estimate for 2026 EPS has increased to $13.94 from $13.15, implying nearly 30% earnings growth from 2025. Revenues are expected to increase 21.5% this year.

Growth is expected to remain healthy in 2027, with consensus estimates calling for 17.5% EPS growth and 12.6% revenue growth.

PWR Estimate Revision Trend

Image Source: Zacks Investment Research

Wall Street sentiment is equally encouraging. Of the 26 analysts covering the stock, 21 rate it a Strong Buy, resulting in an Average Brokerage Recommendation of 1.38. The average price target of $804.13 implies roughly 12.5% upside from current levels.

Image Source: Zacks Investment Research

PWR Stock’s Premium Valuation Raises ExpectationsQuanta's strong fundamentals come at a price. The stock trades at 47.45X forward 12-month earnings, well above the industry average of 31.87X and its three-year median valuation of 33.26X. While still below its three-year peak multiple of 61.73X, the valuation suggests investors already expect sustained double-digit earnings growth.

PWR Valuation

Image Source: Zacks Investment Research

To justify this premium, Quanta must continue executing large projects successfully while maintaining strong margins and backlog growth. Any slowdown in project awards or customer spending could pressure the valuation.

Execution Risks RemainAlthough Quanta's long-term outlook is favorable, investors should keep several risks in mind. Large infrastructure projects remain exposed to permitting delays, labor shortages, adverse weather and supply-chain challenges. While Quanta's integrated operating model helps reduce these risks, execution remains critical.

The company is also investing heavily in manufacturing capacity and supply-chain expansion. These investments should support future growth but require disciplined execution before generating attractive returns. Utility spending and AI infrastructure investments also remain important drivers of future growth, making project timing an important factor for investors.

How PWR Compares With CompetitorsQuanta competes with EMCOR Group (EME - Free Report) , Sterling Infrastructure (STRL - Free Report) and Comfort Systems USA (FIX - Free Report) across several infrastructure markets.

EMCOR continues to benefit from strong demand across data centers, manufacturing facilities and commercial construction. EMCOR has consistently expanded margins through disciplined project execution, making EMCOR one of Quanta's strongest competitors.

Sterling has expanded beyond transportation projects into higher-margin semiconductor, manufacturing and data center construction. Sterling Infrastructure continues to improve profitability, while its growing exposure to AI infrastructure makes it an increasingly important competitor.

Comfort Systems is another major beneficiary of AI-driven infrastructure spending. Comfort Systems specializes in mechanical, electrical and HVAC systems for mission-critical facilities. Comfort Systems continues reporting strong earnings growth, while its expanding backlog reflects healthy demand from technology and industrial customers.

Is PWR Stock Still a Buy?Quanta enters the second half of 2026 with strong momentum. Record backlog, rising earnings estimates, expanding AI infrastructure opportunities and continued grid modernization provide a favorable long-term outlook. Management's higher guidance reinforces confidence that these trends remain intact.

The stock's premium valuation could lead to periods of volatility if project execution slows or infrastructure spending becomes uneven. However, Quanta's industry leadership, improving earnings outlook and long-term growth opportunities continue to support the investment thesis.

With positive estimate revisions, strong operating momentum and a Zacks Rank #1 (Strong Buy), Quanta still appears well positioned for long-term investors despite its impressive rally. You can see the complete list of today’s Zacks #1 Rank stocks here.

Key Takeaways HII delivered its first REMUS 130 UUV to a U.S. ally, boosting its maritime systems business.REMUS UUVs support naval, commercial and research missions with modular, durable designs.HII could benefit as the global UUV market is forecast to reach $25.9 billion by 2035. Huntington Ingalls Industries (HII - Free Report) recently delivered the first REMUS 130 unmanned underwater vehicle (UUV) to a U.S. ally, marking an important milestone for its autonomous maritime systems business.

The delivery highlights HII's continued investment in next-generation underwater technologies and expands the global presence of its REMUS family of UUVs.

HII’s Focus on REMUS UUVsHuntington Ingalls’ REMUS family of UUVs is used to collect data for a variety of operations. They are well-known for their long service life, durability and easy upgradeability. The autonomous systems can operate independently or teamed with crewed platforms — such as Virginia-class nuclear submarines — expanding operational reach while reducing detection risk and personnel exposure.

Designed for flexibility, REMUS UUVs operate at different depths and durations, making them suitable for tasks like offshore exploration, scientific research and naval missions. Their modular design and advanced technology ensure reliable performance while keeping costs manageable. With proven capabilities, REMUS UUVs continue to enhance underwater operations across military and commercial sectors.

The REMUS 130 is the latest version of the REMUS 100 series and the third generation of the platform. Built on the proven REMUS 300 technology, it offers improved underwater capabilities, greater flexibility and a modular design while keeping costs and risks lower. The vehicle is powered by HII’s Odyssey software suite, which helps improve mission coordination, operational efficiency and autonomous operations across different platforms.

Growth ProspectsAccording to a report from Market Research Future, the increased demand for exploration activities among oil and gas manufacturers, along with the growing concerns regarding maritime security and cross-border maritime threats, has led to the growth of the UUV industry. Market Research Future also forecasts that the global UUV market is expected to witness a CAGR of 16.6% during 2025-2035 to reach $25.9 billion by 2035.

This market growth opportunity should boost Huntington Ingalls’ operating results as it is the largest producer of UUVs worldwide.

Opportunities for Other Defense StocksOther defense companies that are likely to benefit from the expanding global UUV market are discussed below:

General Dynamics (GD - Free Report) : General Dynamics’ Mission Systems unit has a wide portfolio of autonomous UUVs, with its major programs including the Knifefish and Bluefin Robotics. Currently, the company is engaged in the production of next-generation UUVs for the U.S. and Australian Navy, which will be deployed on mine-hunting missions all over the world to protect sailors and their ships.

General Dynamics has a long-term (three to five years) earnings growth rate of 9.7%. The Zacks Consensus Estimate for GD’s 2026 sales indicates year-over-year growth of 4.7%.

BAE Systems PLC (BAESY - Free Report) : BAE Systems’ Riptide UUVs have created unmatched vehicles by combining autonomous undersea platforms with world-class sensor and electronic payloads. These UUVs provide multiple capabilities like autonomy, navigation, signals intelligence systems, acoustic, sensor processing and many more.

BAE Systems has a long-term earnings growth rate of 15%. The Zacks Consensus Estimate for BAESY’s 2026 sales indicates year-over-year growth of 56.4%.

Lockheed Martin (LMT - Free Report) : Lockheed Martin’s Marlin is a 10-foot-long autonomous underwater vehicle system. It uses advanced sensors and high-definition video to create 3D models of its undersea environment. With an operational depth of up to 1,000 feet below the surface, it caters to multiple civil and military operations.

Lockheed Martin has a long-term earnings growth rate of 18.5%. The Zacks Consensus Estimate for LMT’s 2026 sales indicates year-over-year growth of 5.3%.

HII Stock’s Price PerformanceShares of Huntington Ingalls have gained 27.5% in the past year compared with the industry’s 7.3% growth.

Image Source: Zacks Investment Research

HII’s Zacks RankHII currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

LONDON--(BUSINESS WIRE)--Pershing Square Holdings, Ltd. (LN:PSH) (LN:PSHD) today announced that following a thorough search process, the Nomination Committee recommended and the Board appointed Julian Ide as an independent non-executive director of the PSH Board. Mr. Ide will join the Board with effect from June 18, 2026. “Julian brings a wealth of global asset management experience and deep expertise in client engagement and product positioning, and we are delighted to welcome him to the Board.

SJM looks inexpensive on earnings and supported by cash flow, but weak fiscal 2027 sales visibility and portfolio repair keep the stock neutral.

LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (NYSE: HUM) has been selected by the Illinois Department of Healthcare and Family Services (HFS) to serve members statewide in HealthChoice Illinois, the state’s Medicaid managed care program. Humana looks forward to supporting Illinois’ goals for health and well-being of the individuals and families it will serve.

For more than a decade, Humana has had the privilege of serving some of Illinois’ most vulnerable residents, caring for dual eligible members who navigate both Medicare and Medicaid through the Medicare-Medicaid Alignment Initiative (MMAI), and, today, the state’s Fully Integrated Dual Eligible Special Needs Plan (FIDE-SNP) which launched January 1, 2026. HealthChoice Illinois is an opportunity for Humana to extend that same commitment to more individuals and families the state serves, across 102 counties, in continued partnership with HFS.

“It’s an honor to care for more Illinois Medicaid members and their families,” said Samantha Olds Frey, Humana’s Medicaid President in Illinois. “Our goal has always been to provide whole-person care across every generation, from children to older adults, and HealthChoice Illinois lets us do that. We’re grateful for the confidence HFS has placed in us, and we’ll keep working alongside the state, providers and community organizations to improve care and quality of life for the communities who depend on us.”

Humana’s approach reflects HFS’s priorities and commitment to whole-person care. As an active member of the community, Humana has invested in local organizations that address the health-related social needs of Illinois Medicaid members, including maternal health, behavioral health and housing stability:

Maternal Health: Humana is partnering with the Illinois Public Health Association to ease maternal health workforce shortages in high-disparity counties and expand the availability of community health workers to support enrollees. Behavioral Health: Through collaboration with Southern Illinois University’s Behavioral Health Workforce Center, Humana will help increase workforce capacity in rural and underserved areas. Additionally, Humana is working with Brightpoint to support the Schubert Family Wellness Center in Chicago’s Belmont Cragin neighborhood. Supportive Housing: Mercy Housing Lakefront, one of the nation’s largest nonprofit affordable housing providers, and Humana are working together to provide transitional housing support and help prevent homelessness among members. Humana’s HealthChoice plan is slated to go live in January 2027 and looks forward to continuing its partnership with the state of Illinois to deliver meaningful, member-centered care and drive improved health outcomes for years to come.

About Humana

Humana (NYSE:HUM) is a leading U.S. healthcare company. Through our Humana insurance services and our CenterWell® healthcare services, we make it easier for the millions of people we serve to achieve their best health – delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare and Medicaid, families, individuals, military service personnel, and communities at large. Learn more about what we offer at Humana.com and at CenterWell.com.

More News From Humana Inc.

Until recently, it had been a lackluster year for the healthcare sector. From high medical utilization squeezing insurers to structural cost pressures and valuation hangovers, medical stocks stocks have lagged much of the broader market this year. But there are some indications that the tide is turning.

The market’s increasingly concentrated tech focus continues to encourage the rotation into overlooked, defensive sectors like healthcare. At the same time, costs are beginning to stabilize, and the U.S. Food and Drug Administration (FDA) has been supportive of the biopharma pipeline, meeting review deadlines and accelerating pathways for novel therapies.

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Over the past month, healthcare’s 5.4% gain only trails financials (at 6.36%) and tech (at 5.78%). While that broad turnaround has been welcomed by investors looking for a spark from the sector, the outsized performances of three stocks in particular have played a big role in the rally.

Eli Lilly: The Market Cap King of Pharma Continues Its GLP-1 DominanceEli Lilly and Company Stock Forecast Today12-Month Stock Price Forecast:
$1,227.74
11.74% Upside

Moderate Buy
Based on 30 Analyst Ratings

Current Price$1,098.78High Forecast$1,400.00Average Forecast$1,227.74Low Forecast$850.00Eli Lilly and Company Stock Forecast Details

Big Pharma member Eli Lilly NYSE: LLY boasts the largest market cap by far of any healthcare company. At about $1 trillion, Eli Lilly is nearly double that of Johnson & Johnson NYSE: JNJ, whose $562 billion market cap ranks second.

So when LLY outperforms, it has the ability to impact the broader sector as a whole.

Over the past month, shares are up around 11%, continuing a rally that’s seen the stock rise nearly 31% from its year-to-date (YTD) low on April 29. There are numerous catalysts driving Eli Lilly’s performance of late, but principally, the surge boils down to hypergrowth of its GLP-1 metabolic drug line.

The pharmaceutical company’s two flagship GLP-1 drugs, Mounjaro and Zepbound, continue to dominate the global market. In Q1 2026, sales of Mounjaro—which is most often prescribed to treat Type 2 diabetes—jumped 125% year over year (YOY) to nearly $8.7 billion. Zepound added more than $4 billion in sales, good for a YOY increase of around 80%.

On April 1, Eli Lilly received FDA approval for its oral GLP-1 pill, Foundayo. Because Foundayo is a pill and doesn't require strict food and water fasting restrictions like older oral biologics, it vastly expands Eli Lilly’s total addressable market for individuals who are looking to avoid injectable therapeutics.

So it was no surprise when the company blew past earnings expectations in Q1, with earnings per share (EPS) of $8.55 easily surpassing analyst expectations of $6.97, and revenue of $19.8 billion coming in higher than the forecasted $17.82 billion and 56% higher YOY.

But with a forward price-to-earnings (P/E) multiple of around 31, critics contend that LLY is trading at tech stock valuations rather than a defensive healthcare position.

Nonetheless, as the sector’s largest player, 25 of the 30 analysts currently covering Eli Lilly assign it a Buy or Strong Buy, with the stock receiving a consensus Moderate Buy rating. Meanwhile, the average 12-month price target for LLY implies approximately 10% additional upside.

Humana: Elective Treatments Moderate, Humana’s Margins ExpandHumana Stock Forecast Today12-Month Stock Price Forecast:
$291.35
-19.26% Downside

Hold
Based on 28 Analyst Ratings

Current Price$360.84High Forecast$441.00Average Forecast$291.35Low Forecast$195.00Humana Stock Forecast Details

Louisville-based insurance provider Humana NYSE: HUM has been one of the market’s biggest comeback stories in 2026.

At the end of Q1, the stock was down more than 70% from its all-time high in 2022.

That was mostly driven by a post-pandemic rush of medical treatment that saw Humana’s benefit ratio—the percentage of premiums spent on actual medical care—climb to an unsustainable 93% by the end of 2025.

But after hitting its five-year low on March 12, the stock has gained nearly 123%, including more than 18% over the past month.

After years of facing staggeringly high benefit ratios, Humana has seen elective treatments moderate, which in turn has widened the company’s margins. In Q1, net income margin stood at 2.99% versus negative 2.39% in Q4 2025 and 0.59% in Q3 2025.

Analysts were also impressed with Humana’s revenue growth, which in Q1 registered 23.47% after averaging just 10.17% over the preceding five quarters. Of the 28 analysts covering Humana, only nine have assigned it a Buy or Strong Buy rating. Overall, it receives a consensus Hold rating and an average 12-month price target that suggests a notable correction could be in the cards after HUM’s share price has run up in recent months.

DexCom: The Surging Diabetes-Monitoring MedTechDexCom Stock Forecast Today12-Month Stock Price Forecast:
$84.83
17.06% Upside

Moderate Buy
Based on 26 Analyst Ratings

Current Price$72.47High Forecast$102.00Average Forecast$84.83Low Forecast$64.00DexCom Stock Forecast Details

With a market cap of nearly $28 billion, DexCom NASDAQ: DXCM is the least recognizable stock on this list.

The company develops, manufactures, and distributes medical devices, including continuous glucose monitoring (CGM) systems for people with diabetes.

Its products are designed to provide near-real-time glucose readings, trend data, and alerts to help patients and clinicians manage insulin dosing and reduce the risk of hypoglycemia and hyperglycemia.

The stock had fallen on tough times, down nearly 55% from its all-time high in November 2021. But DexCom changed the narrative with a massive expansion into the non-insulin market.

Historically, CGMs were primarily targeted to intensive insulin users. But the company is aggressively moving into the broader Type 2 diabetes and preventative health markets.

At an American Diabetes Association conference in June, DexCom released landmark data from its CONNECT trial demonstrating that its flagship G7 sensor led to statistically significant reductions in blood sugar levels for adults with Type 2 diabetes who do not use insulin. At the same time, the company released a revamped app for Stelo, the  first over-the-counter CGM designed specifically for pre-diabetics and Type 2 diabetics not on insulin, thereby opening up a massive new addressable market for the company.

DXCM is now up more than 27% since its YTD low on April 29, including a gain of more than 15% over the past month. DexCom has beat on EPS for four consecutive quarters, with revenue growth averaging 15.61% over that time versus the 1.97% growth it saw preceding that stretch.

Despite the recent run-up, analysts forecast nearly 19% additional upside over the next 12 months to go along with a consensus Moderate Buy rating.

Should You Invest $1,000 in Eli Lilly and Company Right Now?Before you consider Eli Lilly and Company, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Eli Lilly and Company wasn't on the list.

While Eli Lilly and Company currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.

Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.

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Converging forces are pushing rates higher in 2026. The Iran conflict closed the Strait of Hormuz, spiking crude oil prices and raising production and transport costs. This energy shock drove inflation higher, with the Consumer Price Index rising 3.8%, which was the sharpest increase in three years and well above the Federal Reserve’s 2% target. This, in turn, has prompted lenders to demand higher rates to protect returns. Meanwhile, investors sold bonds amid rising inflation and concerns about U.S. debt, lifting Treasury yields. Since mortgage rates are based on the 10-year Treasury yield plus a risk premium, they rose in tandem. On the fiscal side, federal interest payments now exceed spending on Medicaid, national defense, and all nondefense discretionary programs combined, adding further upward pressure on long-term borrowing costs. Experts say rates will only fall if geopolitical tensions ease, oil prices stabilize, and inflation remains under control, outcomes that remain uncertain at best.

Typically, when interest rates go higher, these four sectors tend to win:

Financials Energy Healthcare Industrials We screened our 24/7 Wall St. dividend stocks database for quality companies that pay big, dependable dividends and generate reliable passive income. We found four companies, one in each sector, that are solid bets if the upward trend in interest rates remains in place. All are rated Buy by the top Wall Street firms we cover.

Financials Financials are the biggest winner. Banks earn a wider spread between what they pay depositors and what they charge borrowers. Insurers earn more on their investment portfolios. The sector almost mechanically benefits from rising rates, as net interest income rises.

U.S. Bancorp Based in Minneapolis, this super-regional financial giant is an outstanding choice for growth and income investors now, offering a hefty 3.56% dividend. U.S. Bancorp (NYSE: USB | USB Price Prediction) is a financial services holding company.

The bank’s segments are:

Wealth Corporate Commercial and Institutional Banking Consumer and Business Banking Payment Services Treasury and Corporate Support It offers a comprehensive range of financial services, including lending and deposit services, cash management, capital markets, and trust and investment management services. It also engages in credit card services, merchant and ATM processing, mortgage banking, insurance, brokerage, and leasing.

The company’s banking subsidiary, U.S. Bank National Association (USBNA), is engaged in the banking business, principally in domestic markets. USBNA provides a range of products and services to individuals, businesses, institutional organizations, governmental entities, and other financial institutions.

The non-banking subsidiaries offer investment and insurance products to customers primarily within their domestic markets, as well as fund administration services to a range of mutual and other funds.

Oppenheimer has assigned an Outperform rating with a target price of $74.

Energy Energy benefits because rate hikes typically coincide with inflation, and oil/gas prices are a primary driver of inflation. Higher commodity prices translate to higher revenues. It is the inflation-hedge play and has been the strongest-performing S&P sector so far in 2026.

Enterprise Products Partners This top American midstream natural gas and crude oil pipeline company is headquartered in Houston, Texas. Enterprise Products Partners (NYSE: EPD) is one of the most extensive publicly traded energy partnerships and pays a reliable 5.88% dividend. The company’s debt-to-EBITDA ratio ranges from 3.1x to 3.4x, which is moderate for a midstream energy company, and its interest coverage ratio is 5x.

Enterprise Products Partners generates strong free cash flow, with an operating cash flow of approximately $8.8 billion, resulting in approximately $4.2 billion in free cash flow annually after deducting capital expenditures. Another significant benefit for shareholders is that most of the corporate debt is fixed-rate, thereby limiting the risk of rising interest rates.

Enterprise Products Partners provides various midstream energy services, including:

Gathering, processing, transporting, and storing natural gas, natural gas liquids (NGL), and fractionation Import and export terminalling Offshore production platform services The company has four reportable business segments:

Natural Gas Pipelines and Services NGL Pipelines and Services Petrochemical Services Crude Oil Pipelines and Services One reason many analysts like the stock might be its distribution coverage ratio. The company’s coverage ratio is well above 1x, making it relatively less risky among the master limited partnerships.

Citigroup has a Buy rating with a $44 target price.

Healthcare Pricing power and steady demand insulate the top healthcare names. They don’t directly benefit from higher rates, but they tend to hold up well because their earnings don’t erode as much as those of interest-sensitive sectors.

Bristol-Myers Squibb Bristol-Myers Squibb (NYSE: BMY) is a global biopharmaceutical company discovering, developing, and delivering innovative medicines for patients with serious diseases across oncology, hematology, immunology, cardiovascular disease, neuroscience, and other therapeutic areas. It remains a solid pharmaceutical stock to own in the long term, offering an outstanding entry point with a reliable 4.45% dividend.

The company’s platforms comprise chemically synthesized or small-molecule drugs, including protein degraders, as well as biologics produced through biological processes. These platforms also encompass ADCs, CAR-T cell therapies, and radiopharmaceutical therapeutics.

Small-molecule drugs are typically administered orally in tablet or capsule form, although other drug-delivery mechanisms are also used. Biologics are usually administered by injection or intravenous infusion. CAR-T cell therapies are administered by intravenous infusion.

Bristol-Myers Squibb’s growth portfolio includes:

Opdivo Opdivo Qvantig Orencia Yervoy Reblozyl Opdualag Its legacy portfolio includes:

Eliquis Revlimid Pomalyst/Imnovid Sprycel Abraxane Bank of America has a Buy rating with a $67 target price.

Industrials Industrial stocks often perform well in rising-rate environments because rate hikes can signal a strengthening and expanding economy. As businesses ramp up activity, demand for heavy equipment, machinery, and manufacturing capacity increases. This allows these cyclical companies to secure stronger order books and exercise greater pricing power, more than enough to offset their higher cost of capital.

Stanley Black & Decker Stanley Black & Decker (NYSE: SWK) is the world’s largest tool company, with 50 manufacturing facilities in the United States and more than 100 worldwide. It trades at 13.54 times forward earnings estimates. With the potential for the economy to slow somewhat, you can bet that the do-it-yourself legions will fix rather than buy new, and this legendary stock is a solid idea now, while yielding a large 3.96% dividend.

Stanley Black & Decker provides hand tools, power tools, outdoor products, and related accessories in the United States, Canada, the Other Americas, Europe, and Asia. Its Tools & Outdoor segment offers professional-grade corded and cordless electric power tools and equipment, including:

Drills Impact wrenches and drivers Grinders, saws, routers, and sanders Pneumatic tools and fasteners, such as nail guns, nails, staplers and staples, and concrete and masonry anchors; corded and cordless electric power tools Hand-held vacuums, paint tools, and cleaning appliances Leveling and layout tools, planes, hammers, demolition tools, clamps, vises, knives, saws, chisels, and industrial and automotive tools Drill bits, screwdriver bits, router bits, abrasives, saw blades, and threading products Toolboxes, sawhorses, storage cabinets, and engineered storage solutions Electric and gas-powered lawn and garden products This segment sells its products under such brand names as:

DeWalt Craftsman Black+Decker Stanley Flex Volt Irwin Lenox The company’s Industrial segment provides:

Threaded fasteners, blind rivets and tools, blind inserts and tools Drawn arc weld studs and systems Engineered plastic and mechanical fasteners Self-piercing riveting systems Precision nut running systems Micro fasteners High-strength structural fasteners Axle swage, latches, heat shields, pins, couplings, fittings, and other engineered products Attachments used on excavators and handheld tools The Industrial segment sells its products through a direct sales force and third-party distributors to various industries, including automotive, manufacturing, electronics, construction, and aerospace.

Barclays has an Overweight rating and a $95 target price on the shares.

The S&P 500's dividend yield is near record lows at around 1%. That's making it a bit more challenging to find quality higher-yielding stocks to generate durable dividend income. However, there are still some high-quality income stocks available today.

The energy sector has several top-flight high-yielding dividend stocks. Here are three excellent options for those with $1,000 (or less) to invest right now.

Image source: Getty Images.

Brookfield Infrastructure Brookfield Infrastructure (BIPC +0.76%)(BIP +0.54%) is a leading global infrastructure investor. The company owns and operates a diversified portfolio of economically crucial infrastructure across the utilities, transport, midstream, and data sectors. Most of its assets generate revenue under long-term contracts or government-regulated frameworks, providing it with stable, inflation-linked cash flows (85% of its funds from operations or FFO).

The company pays out 60% to 70% of its stable cash flows in dividends. It currently yields 4.5%. At that rate, a $1,000 investment would generate about $45 of annual dividend income.

Brookfield retains the remainder of its cash flow to help fund its growth. The company's growth drivers include inflation-linked contractual rate increases, volume growth as the global economy expands, capital projects, and acquisitions. It currently has over $9.1 billion of capital projects underway, including new data centers, two semiconductor fabrication complexes, and utility expansions. Additionally, Brookfield has secured over $1.5 billion in new investments in the past year, including an investment in a leading U.S. refined petroleum products pipeline system.

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Brookfield Infrastructure's growth drivers should fuel more than 10% annual FFO per share growth going forward. That should support annual dividend growth of 5% to 9%. Brookfield has increased its dividend for 17 straight years (every year since its formation), growing it at a 9% compound annual rate.

Clearway Energy Clearway Energy (CWEN +1.77%) is a leader in owning clean power generation capacity, including renewable energy and natural gas-fired power plants. It sells the electricity these assets produce to utilities and large corporations under long-term, fixed-rate power purchase agreements. Those contracts generate stable cash flow. Clearway targets paying less than 70% of its cash flow in dividends. It currently yields more than 4.5%.

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The company plans to invest over $3 billion into new clean energy projects, with the potential to invest more if it secures digital infrastructure investment opportunities and additional acquisitions. This investment level should support 7% to 8%+ annual cash flow per share growth through 2030. Meanwhile, Clearway believes it can grow its cash flow per share at a 5% to 8%+ annual rate beyond 2031.

Clearway's growth strategy should support continued dividend increases. The company has increased its payout every quarter since 2020.

Enterprise Products Partners Enterprise Products Partners (EPD +0.22%) is one of the country's largest energy midstream companies. The master limited partnership (MLP), which sends a Schedule K-1 Federal Tax form each year, operates pipelines, processing plants, petrochemical facilities, and export terminals. Most of its assets generate predictable cash flows secured by long-term contracts and government-regulated rate structures.

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The MLP currently has a distribution yield of more than 6%. It covered that payout by a comfortable 1.8 times last quarter. That enabled it to retain $1.5 billion in cash to reinvest in the partnership.

Enterprise Products Partners currently has $5.3 billion of major capital projects under construction, including new gas processing plants, a pipeline expansion, and some additional export capacity. It expects these projects to enter commercial service by the end of next year. They'll give the MLP more fuel to increase its high-yielding distribution. Enterprise Products Partners has already raised its payout for 27 consecutive years.

Top-notch income stocks Brookfield Infrastructure, Clearway Energy, and Enterprise Products Partners generate very stable cash flow, enabling them to support their high-yielding dividends and growth strategies. Those growth investments should provide these energy companies with the fuel to continue increasing their payouts. That makes them ideal high-yielding stocks to invest $1,000 in right now for income.

Listen to the audio version of this article (generated by AI).

Within days of its showy IPO, SpaceX (SPCX) has locked in a $60-billion deal to acquire up-and-coming AI coding agent Cursor.

The price tag exceeds what Elon Musk paid for Twitter. In fact, excluding the $1.25 trillion merger between SpaceX and xAI, it’s Musk’s largest acquisition to date. 

SpaceX just raised $75 billion in the largest IPO in history. It could have bought almost anything. It bought a coding agent. 

That choice tells you everything about where Elon Musk thinks the next phase of AI is headed.

Why SpaceX Needed Cursor: The Software Problem at the Heart of the Musk Industrial Stack SpaceX’s entire business is centered on rockets, satellites, Starlink terminals, defense systems, autonomous manufacturing lines, humanoid robots, orbital compute infrastructure — and now, through xAI, a large language model. 

Every single one of these businesses runs hyper-complex, mission-critical, continuously-iterated software.

If Cursor can make the engineers behind that software more productive, it could compress years of engineering work into months — across rockets, satellites, humanoid robots, and autonomous manufacturing lines simultaneously.

This impact goes deeper still. Cursor isn’t just a productivity tool; it’s a distribution platform. Enterprise developer tools are famously sticky. That means SpaceX just bought daily, persistent, deeply embedded access to the most valuable users in the enterprise software economy: software engineers.

Not to mention — every prompt, every code completion, every debugging session that runs through Cursor? That proprietary usage data is what makes AI models demonstrably better. SpaceX/xAI now owns one of the richest AI training and inference datasets on Earth, packaged inside a tool that users will pay a monthly subscription to provide.

That $60-billion price tag is starting to look much less outlandish.

(While Musk signals his moves publicly, others do it through SEC filings most investors never read. One of those filings just caught my attention.) 

The Real Signal: AI Is Moving From the Training Room to Persistent Agentic Deployment For the past three years, the AI economy has been defined by one thing: training. Who has the most GPUs? Who can build the biggest model? 

That’s what moved markets — and it was where the money went.

That era isn’t over, but it is maturing. The frontier labs have their models. The hyperscalers have their infrastructure. Now the race is about deployment; specifically, agentic deployment — AI that doesn’t just respond to prompts but takes actions, writes code, browses the web, executes tasks, and operates autonomously across multi-step workflows.

Cursor is the clearest proof yet that agentic AI coding is a daily workflow for millions of professional developers. 

And when the world shifts toward continuously running AI agents, inference demand explodes. We’re talking 20x to 50x the compute from training-era workloads — because inference isn’t a one-and-done query. It’s a persistent, context-heavy, multi-turn process that runs all day, every day.

The SpaceX/Cursor deal is a $60 billion vote of confidence that the agentic shift is happening now, and the infrastructure to support it is worth building — at any price.

The Jevons Paradox Is About to Hit Software — and It’s Bullish for Every Physical Bottleneck There’s a principle in economics called Jevons Paradox: when a resource becomes more efficient to use, total consumption of that resource goes up. 

For example, when James Watt’s improved steam engine made coal-powered machinery dramatically more efficient in the late 18th century, Britain didn’t use less coal — it used exponentially more. More efficient engines made steam power viable for textile mills, iron foundries, flour mills, breweries, railways, and steamships. Applications multiplied faster than efficiency gains could reduce consumption. By the time Jevons wrote his famous treatise in 1865, British coal output had roughly quadrupled in a generation. 

The same dynamic is unfolding in software development right now.

AI coding agents like Cursor make software dramatically cheaper and faster to build. The first-order intuition is that this reduces infrastructure demand: fewer engineer-hours means less compute, right? Wrong. 

When software becomes faster and cheaper to build, the world builds vastly more software. More software built by agents → more agent usage → more inference compute demand → more GPUs, more networking, more memory, more power, more cooling. 

The Cursor acquisition doesn’t just validate agentic AI. It validates the entire AI infrastructure thesis for the next decade.

Where Does the $60 Billion Signal Point? The Physical Bottlenecks of Agentic AI Nobody got rich from cheaper steam engines. They got rich owning the coal mines, the railroads, and the infrastructure that made the boom possible. The AI version of that trade is right in front of us. 

As agentic AI demand multiplies over the next few years, the components that are hardest to scale, fastest to sell out, and least substitutable will capture the most value. Here’s what’s on that list. 

GPUs and Accelerators: The First Bottleneck Agentic Inference Pounds Inference workloads run on the same GPU infrastructure as training — and agentic inference is far more compute-intensive because it runs continuously rather than in discrete bursts. 

Nvidia (NVDA) remains the dominant supplier, with Broadcom (AVGO) building custom AI chips for Google and Meta (META) that handle a growing share of hyperscaler inference.  The GPU shortage is structural, and persistent agentic workloads are about to make it dramatically worse. 

Networking: The Least Appreciated Bottleneck in the Agentic Stack Every token an AI agent generates has to move between memory and processors at extraordinary speeds — and when thousands of agents run simultaneously across distributed clusters, the data movement problem rivals the compute problem. 

Arista Networks (ANET) is the backbone of AI cluster networking, handling the high-speed switching between GPU racks.  Corning (GLW) and Coherent (COHR) supply the fiber and optical transceivers carrying that data between data centers — the last physical bottleneck before raw compute.  Memory and Storage: Why Agentic AI Is Structurally Undersupplied Agentic AI is extraordinarily memory-hungry. Long context windows, persistent state, real-time retrieval — all of it demands high-bandwidth memory (HBM) that the industry is already structurally undersupplied on. 

Micron (MU) is the leading U.S. supplier of HBM and has reportedly sold out production under long-term contracts.  Western Digital (WDC) supplies the storage layer underneath.  IREN (IREN) operates AI-native data center infrastructure built specifically around these workloads.  Power and Cooling: The Bottleneck That Doesn’t Sleep Every GPU running inference burns power around the clock — and agentic workloads don’t sleep. A single large AI data center can consume as much electricity as a small city. 

Vertiv (VRT) supplies the power and thermal management systems keeping those racks online.  Eaton (ETN) provides the electrical infrastructure distributing power at scale.  Quanta Services (PWR) builds and maintains the physical grid upgrades supporting the entire buildout — a decade-long capex cycle that is just getting started.  The Bottom Line: Own the Bottlenecks the $60 Billion Signal Points To SpaceX’s latest deal isn’t really about Cursor. It’s about Elon Musk signaling that the next phase of AI is agentic, it runs on inference, and controlling the daily workflow of software engineers is a strategic asset worth $60 billion.

When the smartest, most ruthlessly strategic operator in the technology industry pays 60 billion dollars to make a bet, the right response is to ask what he knows that the market hasn’t priced in yet — and then position accordingly.

The AI economy is shifting from training to inference. From occasional queries to persistent agents. From a few hyperscalers spending capex to the entire software-building world running on AI infrastructure 24/7/365. 

The bottlenecks in that world — GPUs, networking, memory, power, cooling — are the assets you want to own.

Those bottlenecks aren’t a secret to everyone. 

Peter Thiel recently filed a 13F showing he’d quietly liquidated every share of Nvidia, Apple, Microsoft, and Tesla he owned. Not trimmed — exited entirely. At the same time, his private fund has been deploying capital into exactly the physical bottlenecks this piece describes: energy infrastructure, nuclear power, chip fabrication, and natural resources.

He can’t buy those companies publicly. Most of them aren’t available to retail investors at all.

But I have spent months identifying seven publicly traded stocks that mirror those same private bets — the physical layer of the AI buildout that the billionaires are already funding. 

Thiel calls it the shift from “bits” to “atoms.” I call it the Billionaire’s Backdoor.

Here’s the full portfolio — and the thesis behind every position.

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D Keybanc raised its price target on Arista Networks (ANET) to $200 from $170 and maintains an overweight rating. @CharlesSchwab's Kevin Horner turns to the stock chart and explains how traders maintained and lifted long-term support, signaling strength in bullish trends.

For those looking to find strong Transportation stocks, it is prudent to search for companies in the group that are outperforming their peers. Has ArcBest (ARCB - Free Report) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.

ArcBest is one of 99 individual stocks in the Transportation sector. Collectively, these companies sit at #3 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups.

The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. ArcBest is currently sporting a Zacks Rank of #1 (Strong Buy).

Within the past quarter, the Zacks Consensus Estimate for ARCB's full-year earnings has moved 23.2% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.

According to our latest data, ARCB has moved about 94.8% on a year-to-date basis. Meanwhile, stocks in the Transportation group have gained about 12.6% on average. This means that ArcBest is performing better than its sector in terms of year-to-date returns.

Another stock in the Transportation sector, TFI International Inc. (TFII - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 40.7%.

In TFI International Inc.'s case, the consensus EPS estimate for the current year increased 12.1% over the past three months. The stock currently has a Zacks Rank #2 (Buy).

Looking more specifically, ArcBest belongs to the Transportation - Truck industry, which includes 12 individual stocks and currently sits at #45 in the Zacks Industry Rank. On average, stocks in this group have gained 41.6% this year, meaning that ARCB is performing better in terms of year-to-date returns.

In contrast, TFI International Inc. falls under the Transportation - Services industry. Currently, this industry has 19 stocks and is ranked #101. Since the beginning of the year, the industry has moved +10.2%.

Investors interested in the Transportation sector may want to keep a close eye on ArcBest and TFI International Inc. as they attempt to continue their solid performance.

Key Takeaways MarketAxess introduced TraX Tape to provide a consolidated view of global bond trading activity.MKTX uses data cleansing, de-duplication and analytics to improve trade interpretation.MKTX expands recurring data and analytics offerings as bond markets become more data-driven. MarketAxess Holdings Inc. (MKTX - Free Report) recently launched TraX Tape, a new data solution designed to provide market participants with a clearer and more comprehensive view of global bond trading activity. The launch comes as regulatory transparency reforms in the United Kingdom and European Union increase the amount of bond trading data available to market participants, creating new challenges around data interpretation and usability.

TraX Tape delivers a consolidated view of bond trading activity through a single standardized feed. The solution is built on MarketAxess’ TraX data network, which gathers information from a broad network of dealers and clients. The data is then processed through cleansing and de-duplication techniques to provide a clearer and more streamlined view of market activity.

Beyond aggregation, the platform enriches trading data with additional insights designed to improve market interpretation. Features include trade-direction indicators, expanded visibility into trading activity and integrated analytics such as yield and spread calculations. The solution also incorporates pricing context generated by MKTX’s AI-powered CP+ pricing engine, adding another layer of market intelligence.

MarketAxess has been steadily broadening its business beyond trade execution by investing in data, analytics and pricing solutions. This strategy is important because data-related offerings typically generate recurring revenues and are less dependent on fluctuations in trading volumes. By expanding its suite of intelligence tools, the company is strengthening an area that can complement its core electronic trading platform while enhancing the overall value proposition for clients.

The bond market is becoming increasingly data-driven as electronic trading adoption continues to rise and regulatory reporting requirements expand. In this environment, the competitive advantage is shifting from simply providing access to data toward delivering meaningful insights from that information. TraX Tape positions MarketAxess to capitalize on this trend by offering tools that help users interpret trading activity more efficiently, potentially creating additional opportunities for growth within its data and analytics business.

MKTX’s Price PerformanceOver the past year, MKTX shares have declined 45.3% against the industry’s rise of 33.1%.

Image Source: Zacks Investment Research

MKTX’s Zacks Rank & Key PicksMKTX currently carries a Zacks Rank #4 (Sell).

Some better-ranked stocks in the broader finance space are Alerus Financial Corporation (ALRS - Free Report) , Pelagos Insurance Capital Ltd. (PLGO - Free Report) and Cboe Global Markets, Inc. (CBOE - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Alerus Financial’s current-year earnings of $2.95 per share has witnessed two upward revisions in the past 60 days against none in the opposite direction. ALRS’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 35.8%. The consensus estimate for current-year revenues is pegged at $306.2 million, suggesting a 3.8% year-over-year jump.

The consensus estimate for Pelagos Insurance Capital’s current-year earnings is pegged at $3.78 per share, which signals 96.9% year-over-year growth. Its earnings beat estimates in three of the trailing four quarters and missed once, with the average surprise being 53.6%. The consensus mark for PLGO’s current-year revenues of $2.8 billion implies 11.4% year-over-year growth.

The consensus estimate for Cboe Global Markets’ current-year earnings is pegged at $13.34 per share, which has witnessed two upward revisions in the past 30 days against none in the opposite direction. Its earnings beat estimates in each of the trailing four quarters, with the average surprise being 5.4%. The consensus estimate for CBOE’s current-year revenues is pegged at $2.8 billion, which implies a 13.1% year-over-year rise.

MongoDB has rebounded ~50% from YTD lows, driven by surging AI-driven demand for its unstructured database products. MDB raised FY27 guidance to $2.92–$2.96 billion (19–20% growth), with the new low end exceeding prior guidance's high end. At 8.3x EV/FY27 revenue, MDB trades at a premium to application software peers but at a discount to infrastructure software names with similar growth.

CRH (CRH - Free Report) closed the most recent trading day at $111.24, moving +1.67% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 1.09%. At the same time, the Dow added 0.14%, and the tech-heavy Nasdaq gained 1.91%.

Shares of the building material company have appreciated by 7.85% over the course of the past month, outperforming the Construction sector's gain of 3.92%, and the S&P 500's gain of 0.29%.

The upcoming earnings release of CRH will be of great interest to investors. It is anticipated that the company will report an EPS of $1.96, marking a 1.03% rise compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $10.67 billion, indicating a 4.57% upward movement from the same quarter last year.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $5.92 per share and revenue of $39.84 billion. These totals would mark changes of +6.28% and +6.39%, respectively, from last year.

It is also important to note the recent changes to analyst estimates for CRH. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. CRH is currently a Zacks Rank #3 (Hold).

Valuation is also important, so investors should note that CRH has a Forward P/E ratio of 18.49 right now. This signifies no noticeable deviation in comparison to the average Forward P/E of 18.49 for its industry.

It's also important to note that CRH currently trades at a PEG ratio of 1.9. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Building Products - Miscellaneous industry stood at 1.54 at the close of the market yesterday.

The Building Products - Miscellaneous industry is part of the Construction sector. This group has a Zacks Industry Rank of 191, putting it in the bottom 22% of all 250+ industries.

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

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

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Barrett recognized among 50 executives in American Banker’s first-ever ranking, reflecting Valley’s continued investment in digital transformation, AI readiness, and relationship-driven innovation

MORRISTOWN, N.J.--(BUSINESS WIRE)--Valley National Bank, (“Valley” or the “Bank”), a subsidiary of Valley National Bancorp (NASDAQ: VLY), today announced that Russell Barrett, Senior Executive Vice President and Chief Operating Officer, has been named to American Banker’s 2026 Most Innovative People in Finance list.

The ranking recognizes 50 executives across financial services whose leadership and execution are redefining what is possible across banking, payments, technology, customer experience, AI, and digital financial services. Barrett was selected for his role in architecting Valley’s enterprise technology foundation and advancing an innovation strategy designed to support scalable, long-term growth.

Since joining Valley in 2021, Barrett has led several of the Bank’s most consequential technology transformations, including the complete overhaul and modern conversion of the Bank's core banking architecture. Beyond expanding treasury and deposit capabilities for customers and improving operational efficiency, that effort created a more scalable foundation for future innovation.

Barrett has also overseen Valley’s cloud-first strategy, which includes the migration of more than 80% of the Bank’s data center capacity to the cloud and the development of a centralized enterprise data hub. Under his leadership, Valley has launched more than 50 digital transformation initiatives over the past year and has advanced AI-related applications across anti-money laundering, operational quality, sales effectiveness, and employee training.

Valley’s prioritization of AI technology reflects a broader strategic view articulated by CEO Ira Robbins in his May 2026 American Banker op-ed, which emphasized that AI should be utilized as a connectivity solution rather than a threat to modern banking. This perspective aligns with Valley’s continued investment in cloud infrastructure, data capabilities, and AI readiness.

“Russ has been central to building the technology foundation that has made Valley a stronger, faster, and more efficient organization,” said Ira Robbins, CEO of Valley Bank. “His leadership reflects how we view innovation, not as a buzzword, but as a disciplined, purposeful approach focused on creating lasting value for customers, associates, partners, and shareholders. This recognition is well-deserved and reflects the ambition and quality of work across our entire organization.”

Valley’s innovation strategy also extends to client-facing solutions. The bank has partnered with startups and leveraged internal engineering capabilities to develop business capabilities across numerous verticals like commercial lending, collateral management, and client information reporting. Valley has also built an embedded finance customer integration layer and in-market products that resolve client friction points, streamline operations, and reduce costs.

“Our goal is not to pursue innovation for its own sake,” Barrett said. “At Valley, we are focused on building the infrastructure, culture, and partnerships that allow us to use technology responsibly and effectively. Our investments in cloud, data, and AI readiness are helping us move faster, make better decisions, and deliver greater value to the customers and communities we serve, and we believe this is just the beginning.”

The Bank continues to expand its broader innovation ecosystem through Valley Foundry, its dedicated fintech exploration and emerging technology team, as well as Valley Ventures, Valley’s corporate venture capital arm focused on early-and growth-stage fintech and proptech companies. These initiatives help position Valley at the forefront of emerging technologies while accelerating the delivery of innovative solutions to customers.

That commitment to innovation was further reinforced by the recent appointment of Rodrigo Suarez as Head of Partner Banking, a strategic hire focused on expanding Valley’s fintech partnerships and payment platforms and a clear signal of the Bank's intent to move deeper into this space.

Together, these efforts represent Valley’s institution-wide commitment to strengthening its technology foundation, expanding strategic partnerships, and delivering forward-thinking solutions that meet evolving customer needs.

The American Banker profile on Barrett can be viewed here.

About Valley

As the principal subsidiary of Valley National Bancorp (NASDAQ: VLY), Valley National Bank is a regional financial institution with approximately $64 billion in assets. Founded in 1927, Valley has more than 220 branch locations and commercial offices nationwide and serves clients across New Jersey, New York, Florida, Alabama, California, Illinois, Pennsylvania, and Arizona. Valley delivers a full range of consumer, commercial, and wealth management solutions designed to support everything from homeownership and business growth to long-term financial planning. Big enough to support complex financial needs and small enough to stay deeply connected, Valley is grounded in a relationship-led approach focused on understanding people first. That same relationship-led approach guides Valley’s commitment to community investment and responsible corporate citizenship. To learn more, visit www.valley.com or call our Customer Care Center at 800-522-4100.

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Equipped with new features including automatic zoom adjustment by AI and creating a comfortable space by lighting and sound

TOKYO, June 17, 2026 - (JCN Newswire) - Sharp Corporation introduces the AQUOS R11 high-end smartphone. In addition to a function that uses AI to automatically adjust the zoom level according to the subject, it newly features capabilities that create a comfortable space by lighting and sound. These enhancements not only improve usability during photography but also expand the ways users can enjoy their smartphones in everyday life. Sales will begin sequentially in Japan and Taiwan on and after July 9 of this year (*1).

The camera has been supervised by Leica Camera AG (Headquarters: Wetzlar, Germany). Equipped with a high-resolution triple camera system-50.3 MP standard, 50.3 MP ultra-wide, and 38.5 MP telephoto-it supports a wide range of shooting scenarios, from everyday snapshots to expansive landscapes and distant subjects.

AI-powered camera functions have also been further enhanced. The newly introduced Smart Fit Zoom allows users to simply tap a dedicated icon, after which AI automatically adjusts the zoom level according to the subject, enabling well-balanced compositions centered on the intended subject. In addition, the Privacy Safe feature (*2) automatically detects and masks (*3) text such as signs and billboards at the time of capture, helping protect privacy when sharing images on social media.

By combining ease of operation with natural, subject-optimized image results, the camera delivers a photography experience that embodies the concept: Simple, yet stunning.

The new Akarium feature uses a light positioned at the center of the rear camera ring to gently notify users of incoming calls, messages, and other alerts. The lighting incorporates eight colors inspired by hues found in nature. In addition, healing sounds recorded from nature, synchronized with lighting effects modeled after elements such as a campfire and a flowing stream, create a relaxing and comfortable atmosphere for moments like before bedtime or during breaks (*2).

The display features a high-brightness Pro IGZO OLED with a peak brightness of 3,600 nits. With its Smart Outdoor View feature, which brightens low-tone areas according to ambient lighting conditions, dark areas of images are clearly visible even under strong sunlight or in dim outdoor environments.

The device is powered by the Snapdragon(R) 8s Gen 4 Mobile Platform, delivering high processing performance and smooth operation. In addition, a large-capacity 5,100 mAh battery and newly designed heat-dissipation components enable stable, long-duration enjoyment of activities such as video streaming and gaming.

Outstanding Features

1. AI-powered camera features, from automatic zoom adjustment to enhanced privacy protection2. Equipped with Akarium, a feature that creates a comfortable atmosphere through light and sound3. Enhanced peak brightness and automatic correction of low-tone areas ensure clear visibility and a comfortable viewing experience, even under strong sunlight or in dim outdoor conditions

Product name: Smartphone
Brand name: AQUOS R11
Release date (Japan): On and after July 9, 2026 (*1)

*1 The release date may vary depending on the carrier.*2 Prior setup is required.*3 Detection results may vary depending on the subject and shooting conditions.

Outstanding Features

1. AI-powered camera features, from automatic zoom adjustment to enhanced privacy protection

The newly introduced Smart Fit Zoom allows users to simply tap a dedicated icon, enabling AI to automatically adjust the zoom level according to the subject and capture well-balanced compositions focused on the intended subject. In addition, the Privacy Safe feature automatically detects and masks text such as signs and billboards at the time of capture, helping protect privacy when sharing images on social media. Furthermore, when photographing a My Number Card for identity verification, fields such as gender and organ donor consent are also automatically masked.

In addition, when taking group photos, the camera can generate a single image in which everyone's eyes are naturally open by combining multiple shots. When capturing documents, it removes shadows and corrects perspective distortion, ensuring that text remains clear and easy to read.

2. Equipped with Akarium, a feature that creates a comfortable atmosphere through light and sound

The new Akarium feature uses a light positioned at the center of the rear camera ring to gently notify users of incoming calls, messages, and other alerts. The lighting incorporates eight colors inspired by hues found in nature. In addition, under the supervision of sound designer Shinya Kiyokawa, healing sounds recorded from nature are synchronized with lighting effects inspired by elements such as a campfire, a flowing stream, and sunlight filtering through trees, creating a relaxing and comfortable atmosphere for moments like before bedtime or during breaks.

The device design was supervised by miyake design, founded by designer Kazushige Miyake. The camera ring retains its distinctive free-curve form-neither a perfect circle nor a square. Featuring glossy glass materials and a gently rounded form, the design fits comfortably in the hand while delivering a simple yet premium feel. The lineup includes three distinctive color options that highlight individual style.

3. Enhanced peak brightness and automatic correction of low-tone areas ensure clear visibility and a comfortable viewing experience, even under strong sunlight or in dim outdoor conditions

The approximately 6.5-inch Pro IGZO OLED display has been enhanced to achieve a peak brightness of 3,600 nits-1.2 times higher than the previous model (*4). With Smart Outdoor View, low-tone areas are automatically brightened according to ambient lighting conditions, suppressing black crush and ensuring that details remain clearly visible. In addition, the bezels surrounding the display have been reduced by approximately 21.7 %, achieving a large-screen experience while maintaining a comfortable, easy-to-hold form factor. On the audio side, Dolby Atmos(R)-compatible full-metal BOX speakers deliver immersive sound, from deep bass to clear high sound range.

The device is powered by the Snapdragon(R) 8s Gen 4 Mobile Platform, achieving performance improvements over the previous model of approximately 13 % in CPU and approximately 40 % in GPU (*4). Combined with an enlarged vapor chamber heat dissipation system and the series' largest 5,100 mAh battery, the device maintains stable performance even during demanding gameplay, enabling comfortable use over extended periods.

*4 Compared with the 2025 model AQUOS R10.

Other Features

Equipped with the AI-powered Vocalist feature that eliminates noise in real time. By registering your voice in advance, the AI can identify and suppress voices other than your own as well as surrounding noise during calls, allowing only your voice to be transmitted to the other party. This enables clear and comfortable communication without concern for location, even in environments with loud background noise or announcements.

Corning(R) Gorilla(R) Glass Victus(R) 2 is used on both the front and rear, delivering high durability with enhanced resistance to drops. In addition to a design compliant with MIL standards (*5), the device offers dust resistance and IP69-rated water resistance (*6), ensuring comfortable use across a wide range of scenarios, from everyday settings to outdoor environments.

A new Home Deco feature (*2) enables users to customize wallpapers and fonts to create a home screen tailored to their personal preferences. In addition, Lock Photo Shuffle uses AI to automatically select and display recommended photos from the device on the lock screen, allowing users to enjoy their memories each time they check their display.

As an optional accessory to further enhance the enjoyment of Akarium, Sharp has collaborated with the smartphone accessory brand temari (*7). The lineup includes three colors inspired by a campfire, a flowing stream, and sunlight filtering through trees. By placing this accessory over the rear camera ring, the light is diffused randomly, expanding the range of ambient lighting effects.

*5 Testing has been conducted in accordance with impact (drop) resistance standards based on the U.S. Department of Defense procurement criteria (MIL-STD-810G). The performance of this product has been verified under test conditions and does not guarantee the operation of all functions under all actual usage conditions. Furthermore, it does not guarantee that the device will remain free from damage or malfunction under all impact conditions.
*6 Testing has been conducted in accordance with 15 items of the U.S. Department of Defense procurement standard (MIL-STD-810H), including water resistance (immersion), water resistance (rain), vibration resistance, humidity resistance, high-temperature storage (fixed), high-temperature storage (cyclic), high-temperature operation (fixed), high-temperature operation (cyclic), low-temperature operation, low-temperature storage, temperature durability (thermal shock), low-pressure storage, low-pressure operation, icing (condensation), and icing (freezing).The performance of this product has been verified under test conditions and does not guarantee the operation of all functions under all actual usage conditions. Furthermore, it does not guarantee that the device will remain free from damage or malfunction under all impact conditions.
*7 Sales of the accessory will be handled by IRIS Co., Ltd. (Head office: Ota City, Gunma Prefecture; President: Kogoro Osumi). For details, please visit the company's website: https://iris-pro.com/all/aquos-r1xtemari/ (in Japanese).
*8 35 mm conversion.
*9 Actual usable battery capacity may vary.

- AQUOS, the AQUOS logo, and the AQUOS R logo are trademarks or registered trademarks of Sharp Corporation.
- Osaifu-Keitai is a registered trademark of NTT Docomo, Inc.
- Google, Android, and related logos and marks are trademarks of Google LLC.
- Snapdragon is a product of Qualcomm Technologies, Inc. and/or its subsidiaries.Snapdragon is a trademark or registered trademark of Qualcomm Incorporated.
- Dolby, Dolby Atmos, and the double-D symbol are registered trademarks of Dolby Laboratories, Inc.
- Other product names and brand names may be trademarks or registered trademarks of their respective owners.

Information on this product is also available on the following website:https://jp.sharp/k-tai/ (in Japanese)

About Sharp

For more than 110 years, Sharp Corporation has been developing pioneering, world-first and industry-first products and technologies primarily in electronics. Based on its business creed "Sincerity and Creativity" the company has established its corporate slogan "In step with your future." and aims to create New Cultures through innovative products and services in every aspect of how people live and work.

For more information, please visit: https://global.sharp/

Source: Sharp Corporation

Copyright 2026 JCN Newswire . All rights reserved.

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

Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks.

Luckily, Zacks has developed its own Style Scores system in an effort to find stocks with specific traits. Value investors will be interested in the system's "Value" category. Stocks with both "A" grades in the Value category and high Zacks Ranks are among the strongest value stocks on the market right now.

Ryder System (R - Free Report) is a stock many investors are watching right now. R is currently holding a Zacks Rank #2 (Buy) and a Value grade of A. The stock is trading with P/E ratio of 12.74 right now. For comparison, its industry sports an average P/E of 16.25. Over the past 52 weeks, R's Forward P/E has been as high as 13.18 and as low as 9.22, with a median of 11.32.

We should also highlight that R has a P/B ratio of 2.44. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. This company's current P/B looks solid when compared to its industry's average P/B of 3.71. Over the past 12 months, R's P/B has been as high as 2.52 and as low as 1.79, with a median of 2.16.

Value investors also love the P/S ratio, which is calculated by simply dividing a stock's price with the company's sales. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. R has a P/S ratio of 0.84. This compares to its industry's average P/S of 1.35.

These are only a few of the key metrics included in Ryder System's strong Value grade, but they help show that the stock is likely undervalued right now. When factoring in the strength of its earnings outlook, R looks like an impressive value stock at the moment.

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Ryder (R - Free Report) , a company that currently holds a Momentum Style Score of B. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Ryder currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market? In order to see if R is a promising momentum pick, let's examine some Momentum Style elements to see if this truck leasing company holds up.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.

For R, shares are up 5.7% over the past week while the Zacks Transportation - Equipment and Leasing industry is up 2.23% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 10.45% compares favorably with the industry's 2.46% performance as well.

While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Over the past quarter, shares of Ryder have risen 31.76%, and are up 73.85% in the last year. On the other hand, the S&P 500 has only moved 13.47% and 26.67%, respectively.

Investors should also pay attention to R's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. R is currently averaging 394,337 shares for the last 20 days.

Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with R.

Over the past two months, 2 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost R's consensus estimate, increasing from $14.23 to $14.82 in the past 60 days. Looking at the next fiscal year, 2 estimates have moved upwards while there have been no downward revisions in the same time period.

Bottom LineTaking into account all of these elements, it should come as no surprise that R is a #2 (Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Ryder on your short list.

Key Takeaways DNLI signed a definitive agreement to sell its Rare Pediatric Disease PRV for $195M in gross proceeds.The PRV was awarded after FDA accelerated approval of Avlayah for Hunter syndrome in March 2026.DNLI said the non-dilutive funding will help advance its clinical portfolio in key disease areas. Denali Therapeutics Inc. (DNLI - Free Report) announced that it has entered into a definitive agreement to sell its Rare Pediatric Disease Priority Review Voucher (“PRV”).

The sale will generate gross proceeds of $195 million.

The PRV was granted to DNLI following the FDA accelerated approval of Avlayah (tividenofusp alfa-eknm) in March 2026 for the treatment of Hunter syndrome (mucopolysaccharidosis type II, or MPS II).

The transaction provides a significant non-dilutive capital infusion, strengthening the company’s balance sheet without requiring an equity raise. The added financial flexibility will help advance Denali’s broad TransportVehicle-enabled clinical portfolio for lysosomal storage disorders and neurodegenerative diseases.

The PRV sale remains subject to customary closing conditions, including the expiration or termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act.

Shares of DNLI have gained 41.2% year to date against the industry’s 1.7% decline.

Image Source: Zacks Investment Research

More on DNLI’s AvlayahAvlayah is the first FDA-approved therapy based on an emerging of biotherapeutics designed to cross the blood-brain barrier using transferrin receptor (TfR)-mediated transport technology.

The approval for Avlayah has significantly boosted DNLI’s growth prospects.

Denali's clinical-stage portfolio includes DNL126 for Sanfilippo syndrome type A (MPS IIIA), DNL593 for GRN-related frontotemporal dementia, DNL952 for Pompe disease and DNL628 for Alzheimer's disease.

Denali is also advancing several early-stage pipeline candidates, including DNL921 for Alzheimer's disease, DNL111 for Parkinson’s and Gaucher diseases, DNL622 for Hurler syndrome (MPS I), and DNL422 (OTV) for Parkinson’s disease.

Denali has also collaborated with other pharma and biotech giants like Sanofi (SNY - Free Report) , Biogen (BIIB - Free Report) and Takeda (TAK - Free Report) to develop other candidates.

Last month, Denali and partner Biogen announced disappointing top-line results from a mid-stage study evaluating BIIB122 (DNL151) in individuals with early-stage Parkinson’s disease.

The study did not meet its primary or secondary endpoints.

Consequently, Biogen and Denali have discontinued the development of BIIB122 in idiopathic Parkinson’s disease.

Nonetheless, Denali will continue independently advancing the phase IIa BEACON study on evaluating the small molecule inhibitor in patients carrying pathogenic LRRK2 variants.

Partner Sanofi is developing eclitasertib for moderate to severe ulcerative colitis.

In April 2026, Denali announced that partner Takeda decided to terminate their collaboration for DNL593 (PTV:PGRN) in frontotemporal dementia associated with GRN mutations (FTD-GRN).

The termination, effective 60 days after notice, returns full rights to the program to Denali. Per DNLI, Takeda’s decision was based on strategic priorities and not on any efficacy or safety issues.

The company’s sound cash position is a positive and underscores its ability to fund ongoing programs.

DNLI’s Zacks Rank

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium also includes the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +24% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Teradata (TDC - Free Report) Teradata offers an open and connected hybrid cloud analytics and data platform for AI. The hybrid cloud platform, named Teradata Vantage, help enterprises solve business problems with Teradata’s capabilities to provide harmonized data, trusted AI, and faster innovation, at scale.

TDC is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 11.99; value investors should take notice.

For fiscal 2026, two analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.04 to $2.65 per share. TDC boasts an average earnings surprise of +24.8%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, TDC should be on investors' short list.

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ARLINGTON, Va.--(BUSINESS WIRE)--AeroVironment, Inc. (“AV”) (NASDAQ: AVAV) will host an investor day in New York City on Wednesday, July 8, 2026. Management presentations and discussions can be viewed that day during a live webcast starting at 5:30 a.m. PT / 6:30 a.m. MT / 7:30 a.m. CT / 8:30 a.m. ET.

The event will include presentations from Wahid Nawabi, AV’s chairman, president and chief executive officer; Sean Woodward, senior vice president and chief financial officer; Dr. Rob Smith, chief operations officer and other members of the executive management team.

You can access the live webcast at the link below:

https://edge.media-server.com/mmc/p/yj2249s9/

About AV

AeroVironment (“AV”) (NASDAQ: AVAV) is a defense technology leader delivering integrated capabilities across air, land, sea, space, and cyber. The Company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities—built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo™, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. For more information, visit www.avinc.com.

Safe Harbor Statement

Certain statements in this press release may constitute "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations, forecasts, and assumptions that involve risks and uncertainties, which could cause actual results to differ materially. Factors that may cause such differences include, but are not limited to, our ability to perform under existing contracts and obtain new ones; regulatory changes; competitor activities; market growth; product development challenges; and general economic conditions. For a more detailed discussion of these risks, please refer to AeroVironment’s filings with the Securities and Exchange Commission. We undertake no obligation to update forward-looking statements as a result of new information or future events.

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