SummaryCompaniesKSL bought Invited Clubs for roughly $3 billion, confirming a previous Reuters reportReuters data shows golf and private club deal value hit a decade high this yearInvited's annual EBITDA more than doubled during Apollo ownership, source saysNEW YORK, June 16 (Reuters) - A post-COVID surge in U.S. golf-club memberships is leading to big deals for private-club operators that cater to the affluent, evidenced in Apollo Global Management's (APO.N), opens new tab sale last week of the largest private country-club operator in North America.
Known for running marquee golf clubs like Firestone Country Club in Akron, Ohio, and TPC Craig Ranch in McKinney, Texas, Invited Clubs announced its sale to KSL Capital Partners, confirming a previous Reuters report about the roughly $3 billion deal, including debt.
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"Post-COVID, there is obviously just a lot more focus on this FOMO or YOLO mentality, the shift of spending money on experiences more than things is never more prevalent than your country club membership for your entire family," said Daniel Cohen, a partner at Apollo, referring to the "fear of missing out" and "you only live once" mentality. Apollo bought Invited nearly a decade ago.
M&A volume, as measured by the size of the deals, for golf and private membership clubs hit its highest level in at least a decade this year, according to data compiled by Reuters.
PRIVACY DRIVES PREMIUM PRICINGPrivate-club memberships can run into the tens of thousands of dollars a year, with some charging initiation fees of $100,000 or more. Members are not paying those fees for the amenities alone; the privacy and exclusivity are often worth just as much to the ultra-wealthy. The average net worth of Invited's roughly 140,000 memberships is around $3 million, according to a source familiar with the company.
Soho House, for instance, went private this year in a $2.7 billion deal by a group including MCR Hotels and Apollo, after struggling to turn a profit and losing an air of exclusivity as a public company that increased memberships significantly and reported quarterly results.
Concert Golf, which operates 39 clubs across the U.S., was bought by Bain Capital for more than $1.3 billion, including debt, last year. KKR (KKR.N), opens new tab is exploring a sale of The Bay Club Company, a chain of West Coast membership clubs with amenities from spa services to golf courses, Reuters reported in May.
EXPERIENCE SPENDING FUELS GOLF BOOMGolf was on the decline before the pandemic due to an aging demographic, but it gained new players who saw it as the perfect socially distanced sport — and those new enthusiasts have stuck with it. Entertainment chain Topgolf, which was valued at $1.1 billion after Leonard Green & Partners bought a majority stake this year, also helped introduce younger players to the sport.
Players spent 37% more at golf courses last year than they did on average before the pandemic, trailing only the cruise industry and ahead of other leisure activities such as theme parks and boating, according to Bank of America aggregated debit and credit card data.
"The experience economy is alive and well, and we see golf as a key beneficiary of this trend," said the bank's report, issued in March.
Apollo's sale of Invited Clubs, which has over 150 properties, to KSL is the biggest private-club deal so far this year.
KSL previously owned the company, formerly known as ClubCorp, from 2006 to 2013, buying it for $1.8 billion before taking it public seven years later. Apollo took Invited private in 2017 for an enterprise value of $2.2 billion, including debt. Then, the pandemic hit and it had to cancel all weddings and other large events.
MEMBERSHIPS PROVE RESILIENTGolf club membership revenue tends to be sticky, Cohen said, meaning it provides reliable, recurring income streams that customers rarely cancel.
"A lot of people who belong to country clubs, this is your entire social life," he added. Even Invited's Texas club memberships did not falter when the oil market collapsed in the mid-2010s, as some had feared in light of the state's poor economic health, he said.
This phenomenon also held true during the pandemic. Invited's golf memberships grew from 2019 to 2021. The company also turned some of its tennis courts into pickleball courts and bought hundreds of outdoor heaters in March 2020.
"By the time the fall came, when the virus was obviously still everywhere, the clubs were able to reopen and have a lot of outdoor activity," Cohen said.
Apollo prepared Invited Clubs for another public listing, Reuters reported in December, but still shopped the asset around. Invited's annual operating earnings had more than doubled to over $350 million, not including divested clubs and businesses, under Apollo's ownership, the source familiar with the company said.
And in a rare move, Invited's previous owner, KSL, came back to buy it.
KSL declined to comment for this article.
An Invited Clubs spokesperson said: "As we move forward with KSL Capital Partners, we remain focused on executing our growth strategy, investing in our clubs and member experience, and creating long-term value for our members, employees, and communities."
Reporting by Abigail Summerville in New York; Editing by Dawn Kopecki and Matthew Lewis
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Abigail is on the M&A team and writes about consumer and retail deals. She joined Reuters in 2022 from Debtwire where she covered leveraged finance and the primary debt market for three years. Previously, her work has appeared in the Wall Street Journal, CNBC and the Boston Business Journal. She majored in business journalism at Washington and Lee University.
People walk around the Financial District near the New York Stock Exchange (NYSE) in New York, U.S., December 29, 2023. REUTERS/Eduardo Munoz Purchase Licensing Rights, opens new tab
CompaniesJune 17 (Reuters) - The wealth division of Morningstar (MORN.O), opens new tab has teamed up with Apollo Global Management (APO.N), opens new tab, Franklin Templeton (BEN.N), opens new tab and J.P. Morgan Asset Management to launch a suite of portfolios that will give retail investors exposure to both private and public markets.
Here are some details:
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Initial models will include exposure to private credit and real estate through interval funds, with those funds representing roughly 12% to 20% of the models' allocation, Morningstar said on Wednesday.
The portfolios, set to launch later this year, will be designed with exchange-traded funds and interval funds to make private markets accessible for individual investor portfolios.
The move comes as Wall Street firms increasingly focus on broadening access to private markets, which historically have been limited to institutional investors and ultra high-net-worth individuals.
"When I think about why private markets matter now more than ever, it’s not just access but also focus on the long-term in a short-term world. We are living in an environment of persistent inflation and structural uncertainty," Franklin Templeton CEO Jenny Johnson said.
Morningstar's public/private select series will include six risk-based portfolios, ranging from capital preservation to aggressive growth.
Reporting by Arasu Kannagi Basil in Bengaluru; Editing by Tasim Zahid
Our Standards: The Thomson Reuters Trust Principles., opens new tab
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “our,” or the “Company”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, announced that yesterday, on June 15, 2026, it priced its offering of $1 billion in aggregate principal amount of 5.950% green senior unsecured notes due 2033 (the “Notes”). At issuance, the Notes will be guaranteed by Hannon Armstrong Sustainable Infrastructure, L.P., Hannon Armstrong Capital, LLC, HAT Holdings I LLC, HAT Holdings II LLC, HAC Holdings I LLC and HAC Holdings II LLC. The settlement of the Notes is expected to occur on June 24, 2026, subject to customary closing conditions. The Notes will have certain registration rights.
The Company estimates that the net proceeds from the offering of the Notes will be approximately $987 million, after deducting the initial purchasers’ discount and estimated offering expenses. The Company intends to utilize the net proceeds from the offering of the Notes to (i) temporarily repay a portion of the outstanding borrowings under the Company’s unsecured revolving credit facility or (ii) temporarily repay a portion of the outstanding borrowings under the Company’s commercial paper programs. The Company will use cash equal to the net proceeds from the offering to acquire, invest in or refinance, in whole or in part, new and/or existing eligible green projects. These eligible green projects may include projects with disbursements made during the twelve months preceding the issue date of this offering and projects with disbursements to be made within two years following the issue date. Prior to the full investment of an amount equal to such net proceeds in such eligible green projects, we intend to apply the net proceeds as set forth above and to invest any remaining net proceeds in interest-bearing accounts and short-term, interest-bearing securities.
The Notes and the related guarantees are being offered only to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and non-U.S. persons outside the United States pursuant to Regulation S under the Securities Act. The Notes and the related guarantees have not been registered under the Securities Act or any state securities laws and may not be offered or sold in the United States absent an effective registration statement or an applicable exemption from the registration requirements of the Securities Act or any state securities laws.
This press release shall not constitute an offer to sell, or the solicitation of an offer to buy, these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
About HASI
HASI (NYSE: HASI) is an investor in sustainable infrastructure assets advancing the energy transition. With more than $16 billion in managed assets, HASI’s investments are diversified across multiple asset classes, including utility-scale solar, storage, and onshore wind; distributed solar and storage; RNG; and energy efficiency. HASI combines deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits.
Forward-Looking Statements
Some of the information in this press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. When used in this press release, words such as “believe,” “expect,” “anticipate,” “estimate,” “plan,” “continue,” “intend,” “should,” “may,” “target,” or similar expressions are intended to identify such forward-looking statements. Forward-looking statements are subject to significant risks and uncertainties. Investors are cautioned against placing undue reliance on such statements. Actual results may differ materially from those set forth in the forward-looking statements. Factors that could cause actual results to differ materially from those described in the forward-looking statements include those discussed under the caption “Risk Factors” included in the Company’s Annual Report on Form 10-K (as supplemented by our Form 10-K/A) for the Company’s fiscal year ended December 31, 2025, which were filed with the U.S. Securities and Exchange Commission (“SEC”), as well as in other reports that the Company files with the SEC.
Forward-looking statements are based on beliefs, assumptions and expectations as of the date of this press release. The Company disclaims any obligation to publicly release the results of any revisions to these forward-looking statements reflecting new estimates, events or circumstances after the date of this press release.
More News From HA Sustainable Infrastructure Capital, Inc.
Key Takeaways HASI raised adjusted recurring net investment income 29% to $101 million in first-quarter 2026.HASI grew fee-generating assets about 130% to $1.1 billion and kept a pipeline above $6.5 billion.HASI's average interest rate rose to 6.1%, while policy uncertainty may delay projects. HA Sustainable Infrastructure Capital, Inc. (HASI - Free Report) sits at the intersection of energy transition finance, contracted infrastructure cash flows and third-party capital management.
The company’s recent results show how the model is shifting. HASI is leaning more on recurring investment and fee income, while still navigating higher funding costs and renewable policy uncertainty.
HASI and the Recurring Income ShiftAdjusted recurring net investment income rose 29% year over year to $101 million in the first quarter of 2026. Fee-generating assets increased about 130% to $1.1 billion.
That mix points to a more predictable earnings base. Gains on sale can still contribute, but recurring interest, retained-interest income and management fees give investors a steadier way to evaluate the platform’s earning power.
Clearway Energy, Inc. (CWEN - Free Report) provides one of the closest sector comparisons to HASI, given its ownership of long-term contracted renewable power and storage assets that generate predictable cash flows. Brookfield Renewable Partners L.P. (BEP - Free Report) also provides a useful sector comparison because it operates a large publicly traded renewable power and decarbonization platform across hydroelectric, wind, solar, distributed energy and sustainable solutions.
HA Sustainable and Clean Energy DemandHASI’s pipeline remained above $6.5 billion at the end of the first quarter. The company cited particular strength in grid-connected preferred equity for solar, a sign that project-level capital demand remains active.
Management expects $2-$3 billion of transactions in 2026. That outlook supports the view that clean energy financing remains an investable market, especially for assets with contracted cash flows and established counterparties.
The pipeline also reflects demand across multiple end markets rather than one technology category. Grid-connected projects, Behind-the-Meter assets and Fuels, Transport and Nature investments give HASI several channels for originations.
Why HASI Funding Discipline MattersEnergy transition finance is not just about asset demand. Capital costs increasingly shape returns, especially for specialty finance companies that rely on debt markets, securitizations, co-investments and equity capital.
HASI’s weighted-average interest rate increased from 5.8% in 2025 to 6.1% in the first quarter of 2026. That makes disciplined origination more important because investment yields must remain high enough to protect margins.
The company has been originating investments at yields above 10.5%. Maintaining that level is critical in a higher-cost funding environment, particularly if deployment timing slows or competition changes project economics.
HA Sustainable Faces Policy CrosscurrentsPolicy remains a direct variable for HASI and the broader renewable financing market. Uncertainty around Foreign Entity of Concern rules and technology-neutral tax credits could affect tax equity financing and credit transfers.
Those issues may delay project closings or alter expected returns. For HASI, the risk is less about a single quarter and more about the timing of converting pipeline opportunities into earning assets.
This is an industrywide crosscurrent. Developers need policy clarity, financing partners need dependable project economics and investors need confidence that capital deployment will translate into stable earnings.
What HASI Scores Signal on TrendsHASI’s trend exposure is attractive, but the stock’s screen is not uniformly favorable. The company benefits from recurring income growth and demand for sustainable infrastructure financing, yet funding costs and policy uncertainty keep the near-term outlook more balanced.
The stock currently carries a Zacks Rank #3 (Hold). That suggests investors may need clearer near-term estimate momentum before becoming more constructive on the shares. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for 2026 and 2027 earnings has moved higher over the past month. Management also expects 2028 adjusted EPS of $3.50-$3.60, supporting the view that portfolio growth and recurring fee income can keep earnings moving higher.
Earnings Estimate Revision
Image Source: Zacks Investment Research
The Style Scores show the same split. HASI’s Growth Score of B fits the long-run transition finance and earnings expansion story. Its Value Score of D, Momentum Score of F and VGM Score of D point to weaker broad factor support today, reinforcing a measured stance rather than an outright bullish call.
Over the past six months, HASI shares have gained 17.5%, against the industry’s 14.5% decline.
6-Month Price Performance
Image Source: Zacks Investment Research
Key Takeaways HASI manages $16.4B in sustainable assets spanning solar, storage and restoration.HASI deployed capital above 10.5% for eight straight quarters, lifting portfolio yield to 9.2%.HASI faces rising funding costs, fast-growing expenses and policy uncertainty on tax credits. HA Sustainable Infrastructure Capital, Inc. (HASI - Free Report) offers investors exposure to income-generating sustainable infrastructure tied to solar, storage, efficiency, renewable natural gas, transportation and ecological restoration.
The investment case rests on a balance. Higher portfolio yields and growing recurring income support earnings durability, while expenses, funding costs and renewable policy uncertainty remain key offsets.
How HASI Makes MoneyHA Sustainable is a specialty finance company that invests in sustainable infrastructure assets backed by long-term contracted cash flows. Its portfolio includes equity interests, joint venture interests, receivables, securities, real estate and other financing structures.
The company funds assets through secured and unsecured debt, securitizations, co-investments and equity capital. Its three primary end markets — Behind-the-Meter, Grid-Connected, and Fuels, Transport and Nature — shape origination activity and portfolio mix.
Behind-the-Meter covers distributed solar, storage and efficiency assets for residential, commercial, industrial and community customers. Grid-Connected includes utility-scale renewable energy and storage projects backed by offtake agreements. Fuels, Transport and Nature includes renewable natural gas, fleet decarbonization and ecological restoration.
HA Sustainable Portfolio Growth DriversAs of March 31, 2026, HA Sustainable had managed assets of $16.4 billion, including balance-sheet holdings, fee-generating co-investment assets and assets in securitization trusts. Its on-balance-sheet portfolio totaled $7.6 billion.
That portfolio included $3.8 billion of Behind-the-Meter assets and $2.6 billion of Grid-Connected assets, with the remainder in Fuels, Transport and Nature. This diversification gives HASI exposure to multiple established clean energy markets rather than a single technology cycle.
Clearway Energy, Inc. (CWEN - Free Report) provides one of the closest sector comparisons to HASI, given its ownership of long-term contracted renewable power and storage assets that generate predictable cash flows. Brookfield Renewable Partners L.P. (BEP - Free Report) also provides a useful sector comparison because it operates a large publicly traded renewable power and decarbonization platform across hydroelectric, wind, solar, distributed energy and sustainable solutions.
Why HASI Yield Expansion MattersHA Sustainable has deployed capital at yields exceeding 10.5% for eight straight quarters through the first quarter of 2026. That discipline has lifted the portfolio yield to 9.2%.
The higher yield base matters because recurring earnings are becoming a larger part of the model. In the first quarter of 2026, adjusted recurring net investment income rose 29% year over year to $101 million, while fee-generating assets increased about 130% to $1.1 billion.
Management’s long-term targets do not rely on additional spread compression. That distinction is important in a funding-sensitive business because earnings growth depends more on disciplined origination, portfolio expansion and recurring income than on a favorable rate move alone.
HA Sustainable Risks to WatchExpenses remain a pressure point. Total expenses recorded a compound annual growth rate of 21.7% between 2021 and 2025, reflecting investments in personnel, platform capabilities and third-party capital management initiatives.
Expense Trend
Image Source: Zacks Investment Research
Funding costs are another issue. HA Sustainable’s weighted-average interest rate increased from 5.8% in 2025 to 6.1% in the first quarter of 2026. The company has used fixed-rate borrowings, hedging and a well-laddered maturity profile, but higher borrowing costs still raise the bar for investment yields.
Policy uncertainty also bears watching. Uncertainty tied to Foreign Entity of Concern rules and technology-neutral tax credits could affect tax equity financing, credit transfers, project closings and returns. For a company with tax-advantaged structured equity exposure, prolonged uncertainty could delay deployment from its more than $6.5-billion pipeline.
What HASI Ratings Say NowThe bottom line is that HASI’s outlook is neither one-sided nor static. Higher yields, liquidity and recurring income support the earnings case, but elevated costs, funding pressure and policy uncertainty keep the near-term setup balanced.
The stock currently carries a Zacks Rank #3 (Hold). That rank aligns with a measured near-term view, suggesting investors may want to see continued execution before assigning the stock a more favorable short-term profile. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Style Scores also show a split picture. HASI has a Growth Score of B, but its Value Score of D, Momentum Score of F and VGM Score of D point to weaker broad factor support. For now, the stock’s appeal depends more on portfolio execution, earnings durability and capital discipline than on across-the-board style strength.
Over the past six months, HASI shares have gained 17.5%, against the industry’s 14.5% decline.
6-Month Price Performance
Image Source: Zacks Investment Research
Key Takeaways HASI shares gained 18.9% in six months and 50.4% in the past year.HASI posted 1Q26 adjusted EPS of 77 cents, up 20%, as recurring income climbed 29%.HASI offers a 4.5% yield, but higher debt and funding costs remain risks. HA Sustainable Infrastructure Capital, Inc. (HASI - Free Report) has rallied sharply, with shares up 18.9% in the past six months and 50.4% over the past year.
The buying case rests on recurring earnings growth and higher yields. The caution case centers on valuation, funding costs and whether the company can keep converting its pipeline into profitable earning assets.
Why HASI Bulls See More UpsideHASI’s first-quarter adjusted earnings of 77 cents per share rose 20% year over year and beat the Zacks Consensus Estimate of 68 cents. Adjusted recurring net investment income increased 29% to $101 million, giving bulls a clearer earnings-quality argument.
The Zacks Consensus Estimate for 2026 and 2027 earnings has moved higher over the past month. Management also expects 2028 adjusted EPS of $3.50-$3.60, supporting the view that portfolio growth and recurring fee income can keep earnings moving higher.
Earnings Estimate Revision
Image Source: Zacks Investment Research
HA Sustainable Valuation in ContextHASI trades at 12.35X forward 12-month earnings. That is above the Zacks sub-industry’s 10.11X but below the Zacks Finance sector’s 16.37X and the S&P 500’s 21.65X.
P/E F12M
Image Source: Zacks Investment Research
That split matters. The earnings multiple does not look demanding relative to the broader market, but price/book and price/cash flow ratios are above industry averages, leaving less room for execution missteps.
Apollo Global Management Inc. (APO - Free Report) and Ares Management Corporation (ARES - Free Report) are comparison points in the broader financial-services peer set. Investors weighing HASI’s valuation may compare its yield-driven specialty finance model with other capital-allocation businesses, even though its sustainable infrastructure focus is distinct.
What Could Limit HASI ReturnsThe bear case starts with funding costs. HASI’s weighted-average interest rate increased from 5.8% in 2025 to 6.1% in the first quarter of 2026, reflecting higher-cost hybrid securities and redemption-related expenses.
Higher borrowing costs mean HASI needs to keep originating investments at attractive yields above 10.5% to protect profitability. If yields moderate or deployment slows, margin pressure could make targeted returns harder to achieve.
Debt also limits flexibility. Higher debt obligations could reduce the company’s ability to maneuver if capital markets become less favorable or if policy uncertainty slows project closings.
HA Sustainable Dividend and Balance SheetHASI adds an income component with a quarterly dividend of 42.5 cents per share. The indicated dividend yield is about 4.5%, giving investors a payout while they wait for earnings growth to develop.
The balance sheet cuts both ways. HASI had $5.4 billion of debt outstanding as of March 31, 2026, but also maintained $2.3 billion of available liquidity. That frames the stock as an income-plus-execution story rather than a simple value play.
Liquidity supports debt servicing and portfolio growth. Still, the company must keep matching capital deployment with attractive spreads to justify the recent stock move.
How HASI Screens on ZacksThe bottom line is mixed. HASI has earnings momentum, a sizable pipeline and a dividend yield that may appeal to income-focused investors, but valuation and funding costs argue against chasing the stock without a margin of safety.
The stock currently carries a Zacks Rank #3 (Hold). That rank supports a balanced near-term stance rather than an outright bullish call after strong gains. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Style Scores reinforce that view. HASI’s Growth Score of B fits the earnings expansion narrative, but its Value Score of D, Momentum Score of F and VGM Score of D show weaker factor support across the broader scorecard. For now, the setup favors investors who are comfortable betting on execution and recurring earnings durability, not those looking for a clean value or momentum screen.
Key Takeaways MAA gained 8.5% in three months, aided by Sun Belt renter demand and 95.5% occupancy in Q1 2026.MAA had six projects under construction totaling 1,788 units, with $234.2M left to fund.MAA completed 1,386 upgrades in Q1 2026, driving $104 higher rents and about 17% returns. Shares of Mid-America Apartment (MAA - Free Report) , which is commonly known as MAA, have rallied 8.5% over the past three months, outperforming the industry's growth of 3.9%.
MAA is supported by a diversified Sun Belt footprint and housing affordability that continues to favor renting. The company is balancing capital across development, redevelopment, technology investments and share repurchases. The balance sheet remains investment grade with ample liquidity to fund starts and lease-ups over time.
This residential real estate investment trust (REIT) carries a Zacks Rank #3 (Hold). The Zacks Consensus Estimate for its 2026 FFO per share is now pegged at $8.50.
Image Source: Zacks Investment Research
Factors Behind MAA’s Stock Price Surge: Will the Trend Last?MAA maintains a diversified apartment portfolio across the Southeast, Southwest and Mid-Atlantic, with a mix of urban and suburban assets. Longer-term in-migration and job growth in many of these Sun Belt markets, along with the high cost of home ownership, continue to support renter demand. In the first quarter of 2026, MAA’s same-store portfolio sustained average physical occupancy of 95.5%. Management expects deliveries to decline through 2026, which should support better seasonal new-lease pricing as the year progresses.
With acquisition cap rates for high-quality properties still around the mid-4% range in MAA’s footprint, external growth remains skewed to development and controlled land. As of March 31, 2026, MAA had six development communities under construction totaling 1,788 units, with $388.3 million of costs incurred and $234.2 million remaining to be funded.
MAA continues to invest in interior unit upgrades, amenity repositioning and technology programs to expand margins and grow NOI from the existing portfolio. In the first quarter of 2026, it completed 1,386 interior upgrades and achieved average rent increases of $104 versus non-upgraded units, a cash-on-cash return near 17%. In repositioning, the company has repriced six projects, with average NOI yields above 10%, and five additional projects are nearing completion, with repricing expected between May and August. On technology front, the WiFi retrofit initiative has expanded to 27 live properties and is expected to roll out to more than 35 additional properties in 2026.
MAA enjoys a solid balance sheet, with low leverage and ample availability under its revolving credit facility. As of March 31, 2026, MAA had $839.2 million of combined cash and available capacity under its unsecured revolving credit facility. It also has a low net debt/adjusted EBITDAre ratio of 4.5. Its outstanding debt has an average maturity of 6.1 years at an effective rate of 3.9% as of March 31, 2026. MAA also repurchased about 0.6 million shares for around $73 million, reflecting the ability to act when the public market value of the existing portfolio is more attractive than private market transactions. Hence, the company is well-positioned to bank on growth scopes.
Solid dividend payouts are arguably the biggest enticements for REIT shareholders, and MAA remains committed to that. In the past five years, MAA has increased its dividend seven times, and its five-year annualized dividend growth rate is 10.25%. Backed by healthy operating fundamentals, we expect its dividend distribution to be sustainable in the upcoming period.
Key Challenges to Weigh Before Investing in MAA StockSupply-heavy markets and concessions may cap near-term pricing. Development lease-up execution and variable-rate debt can lift interest costs for Mid-America Apartment.
Stocks to ConsiderSome better-ranked stocks from the broader REIT sector are Vornado Realty Trust (VNO - Free Report) and W.P. Carey (WPC - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for VNO’s 2026 FFO per share has been revised upward by a cent to $2.34 over the past month.
The consensus estimate for WPC’s 2026 FFO per share has been raised northward 1.3% over the past two months to $5.28.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.
Key Takeaways Ralph Lauren's retail comparable sales rose 17% in Q4, accelerating from the prior quarter.North America comps gained 16%, Asia rose 25% and Europe increased 5% despite tough comparisons.Marketing activations and digital gains helped add 1.4 million new direct-to-consumer customers. Ralph Lauren Corporation’s (RL - Free Report) retail business continued its momentum in fourth-quarter fiscal 2026, highlighting the strength of its brand elevation strategy and growing consumer appeal across key markets. The company has been steadily shifting toward higher-quality sales, attracting younger and less price-sensitive consumers while enhancing full-price selling. These efforts, combined with strong marketing activations and expanding digital capabilities, helped drive broad-based momentum across regions and channels.
The numbers tell a compelling story. Total company retail comparable sales rose 17% in the fourth quarter, accelerating from the prior quarter and building on a strong 13% increase in the year-ago period. North America retail comps jumped 16%, led by a 21% rise in digital comps, while Asia retail comps climbed 25% and Europe retail comps increased 5% despite tough comparisons. Direct-to-consumer revenues remained a key growth driver, with North America DTC sales advancing 14%, while Asia revenues climbed 28% and China sales surged more than 50% year over year.
Several factors fueled this retail acceleration. Ralph Lauren’s high-impact marketing campaigns, including Team USA’s Winter Olympics partnership, fashion presentations in New York, Milan and Paris, and Lunar New Year activations across Asia, strengthened brand engagement and customer acquisition. The company added 1.4 million new direct-to-consumer customers during the quarter, marking a low double-digit increase from the prior year. Continued gains in luxury perception, brand relevance and social media engagement further supported traffic and conversion across stores and digital channels.
Looking ahead, Ralph Lauren appears well positioned to sustain healthy retail momentum. Management remains focused on expanding its key city ecosystem strategy, enhancing customer experiences through AI-enabled tools and driving growth in high-potential categories such as women’s apparel, outerwear and handbags. While macroeconomic uncertainty persists in certain regions, the company’s resilient consumer base, strong brand equity and diversified growth drivers suggest that retail performance should remain a key contributor to growth in fiscal 2027.
RL’s Price Performance, Valuation & EstimatesRalph Lauren’s shares have gained 19.1% in the past three months compared with the industry’s 0.1% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, RL trades at a forward price-to-earnings ratio of 21.70X compared with the industry’s average of 15.35X.
Image Source: Zacks Investment Research
Ralph Lauren currently carries a Zacks Rank #2 (Buy).
Other Key Picks in the Consumer Discretionary SpaceColumbia Sportswear Company (COLM - Free Report) , which is a marketer and distributor of outdoor and active lifestyle apparel, footwear, accessories and equipment, currently sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for COLM’s current financial-year sales is expected to rise 2.6% from the corresponding year-ago reported figure. COLM delivered a trailing four-quarter earnings surprise of 44.1%, on average.
Superior Group of Companies, Inc. (SGC - Free Report) produces, manufactures and sells promotional products and branded uniforms, and healthcare apparel and accessories in the United States and internationally. At present, SGC carries a Zacks Rank of 2.
The Zacks Consensus Estimate for current fiscal-year sales and earnings implies growth of 2% and 28.3%, respectively, from the year-ago reported figures. SGC delivered a trailing four-quarter negative earnings surprise of 81.9%, on average.
Carter’s, Inc. (CRI - Free Report) designs, sources and markets branded children's wear in the United States and internationally. At present, CRI has a Zacks Rank of 2.
The Zacks Consensus Estimate for current fiscal-year sales implies growth of 4.9%, and the same for earnings implies a decline of 10.9% from the year-ago figures. CRI delivered a trailing four-quarter negative earnings surprise of 100.8%, on average.
CAMBRIDGE, Mass., June 18, 2026 (GLOBE NEWSWIRE) -- ReversingLabs (RL), the trusted name in file and software security, today announced it has been named a Visionary in the 2026 Gartner Magic Quadrant for Software Supply Chain Security. Pioneering the category since 2021, ReversingLabs is one of 18 vendors to be recognized in the Gartner inaugural research.
As the scope and scale of software supply chain attacks multiply, ReversingLabs finds malicious code, tampered components, and hidden risks in open-source, and commercial software packages. Through these discoveries, the company helps software producers identify issues before release, and enterprise software consumers find threats before software deployment or updates.
Key Highlights
ReversingLabs has been recognized as a Visionary in the Gartner® Magic Quadrant™ for Software Supply Chain Security. This recognition is based on our Ability to Execute and Completeness of Vision.In our opinion, this positioning reflects ReversingLabs’ on-going innovation and forward-thinking product strategy.Spectra Assure earned consistently high marks from ReversingLabs’ customers on Gartner Peer Insights™.
“The Gartner recognition, we feel, reflects our ongoing collaboration with customers, partners, and industry experts to define what modern software supply chain security looks like," said Mario Vuksan, CEO and Co-founder of ReversingLabs. "Their shared experiences and feedback have played a significant role in shaping both the market and our platform – and will continue to drive how we adapt to the evolving challenges of securing complex software supply chains.”
A New Era for Software Supply Chain Security
In ReversingLabs view, the Gartner new Magic Quadrant for Software Supply Chain Security reflects the growing demand for software supply chain security as a strategic discipline for both software providers and enterprise software consumers. The team at ReversingLabs believes the company’s inclusion in the report acknowledges its continued innovation and execution in empowering organizations to build and buy safe software.
ReversingLabs Spectra Assure® solutions deliver value for:
Software producers looking to safeguard customers from supply chain attacks and demonstrate quality improvements with a rigorous and verifiable set of software safety checks.Enterprise software consumers looking to secure software onboarding processes with automated pre-deployment evaluations to accelerate approvals while enforcing internal policies. The Complete Approach to Software Supply Chain Security
The ReversingLabs platform brings together three capabilities organizations need to protect against software supply chain attacks and accelerate third-party software approvals while enforcing internal policies. These include:
Complete Visibility Into the Final Artifact: Spectra Assure analyzes software in the form it is actually shipped to market (binary, package, container, or model), enabling both enterprise software consumers and producers to manage third-party software risk. It also uncovers threats and risks that only appear in compiled outputs by recursive inspection of embedded files, dependencies, and layers. For open-source ecosystems, active harvesting and continuous reprocessing of 6M+ packages across popular registries provides community-specific behavioral context that separates signal from noise.
Multi-Layered Threat Detection: Instead of discrete malware signatures, Spectra Assure uses continually tuned threat-hunting policies and predictive ML models to detect both known attacks (e.g. Shai-hulud) and novel attacks. Large-scale analysis of open-source ecosystems adds behavioral context to OSS malware detection, separating signal from noise. When an automated detection requires confirmation, ReversingLabs’ malware analysts close the loop, providing human-verified intelligence.
Continuous Monitoring and Improvement: Spectra Assure tracks security over time using SAFE Levels, a tiered benchmarking system with clear, measurable milestones for progressively improving software quality with every release. The "Share Report" feature fosters transparency between enterprise software consumers and producers, ensuring detected risks and threats are communicated, while built-in differential analysis verifies improvements with each new version without introducing new risks.
Available Resources
For additional insights on the evolution of software supply chain security, read our blog here.To find out more about Spectra Assure visit https://www.reversinglabs.com/products/spectra-assureVisit ReversingLabs Spectra Assure Community, a free-to-use platform where software developers, DevOps engineers, and IT security specialists can check the security status of widely distributed developer tools and open source software packages from the most popular communities.
Gartner, Magic Quadrant™ for Software Supply Chain Security, Aaron Lord, Jason Gross, Johnny Walters, June 22, 2026
Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates. Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.
FAQ
Why was ReversingLabs recognized in the 2026 Gartner® Magic Quadrant™ for Software Supply Chain Security?
ReversingLabs has been recognized as a Visionary in the Gartner® Magic Quadrant™ for Software Supply Chain Security. This recognition is based on our Ability to Execute and Completeness of Vision. In our opinion, this positioning reflects ReversingLabs’:
On-going innovation that offers CISOs, procurement teams, and compliance officers a preventative control, SBOM generation, and other features for managing risk from commercial and third-party software.Forward thinking product strategy, such as integrating with AI-assisted software engineering workflows to build safe software and provide transparency into AI models and services within software. How does ReversingLabs help organizations defend against software supply chain attacks?
As the scope and scale of software supply chain attacks multiply, ReversingLabs finds malicious code, tampered components, and hidden risks in open-source, and commercial software packages. Through these discoveries, the company helps software producers identify issues before release, and enterprise software consumers find threats before software deployment or updates.
What makes the ReversingLabs software supply chain security solution unique?
What makes ReversingLabs unique is its ability to analyze software the way attackers see it — as a binary, not source code — giving organizations the only independent, source-code-free view of whether the software they ship or deploy has been compromised.
Related Links
Blog: Gartner® CISO Playbook for Commercial SSCS: 3 key insights
Webinar: Why Binary Analysis Is Now a Must-Have Control for Commercial Software Risk
About ReversingLabs
ReversingLabs is the trusted name in file and software security. We provide the modern cybersecurity platform to verify and deliver safe binaries. Trusted by the Fortune 500 and leading cybersecurity vendors, RL Spectra Core powers the software supply chain and file security insights, tracking over 422 billion searchable files with the ability to deconstruct full software binaries in seconds to minutes. Only ReversingLabs provides that final exam to determine whether a single file or full software binary presents a risk to your organization and your customers.
Ralph Lauren (RL - Free Report) closed the most recent trading day at $413.01, moving +2.27% from the previous trading session. The stock's performance was ahead of the S&P 500's daily gain of 1.09%. Meanwhile, the Dow gained 0.14%, and the Nasdaq, a tech-heavy index, added 1.91%.
Coming into today, shares of the upscale clothing company had gained 22.66% in the past month. In that same time, the Consumer Discretionary sector gained 0.45%, while the S&P 500 gained 0.29%.
Analysts and investors alike will be keeping a close eye on the performance of Ralph Lauren in its upcoming earnings disclosure. The company's upcoming EPS is projected at $4.26, signifying a 13.00% increase compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $1.86 billion, up 8.25% from the prior-year quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $18.33 per share and revenue of $8.66 billion. These totals would mark changes of +10.49% and +6.68%, respectively, from last year.
Investors might also notice recent changes to analyst estimates for Ralph Lauren. Recent revisions tend to reflect the latest near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 1.37% increase. Ralph Lauren is currently sporting a Zacks Rank of #2 (Buy).
With respect to valuation, Ralph Lauren is currently being traded at a Forward P/E ratio of 22.03. This signifies a premium in comparison to the average Forward P/E of 15.93 for its industry.
It is also worth noting that RL currently has a PEG ratio of 2. 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. As the market closed yesterday, the Textile - Apparel industry was having an average PEG ratio of 2.12.
The Textile - Apparel industry is part of the Consumer Discretionary sector. This industry, currently bearing a Zacks Industry Rank of 97, finds itself in the top 40% echelons of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Key Takeaways CYTK entered the commercial stage after FDA approval of Myqorzo for symptomatic oHCM.CYTK reported early Myqorzo traction with 275 prescribers and about 680 patients by Q1-end.Aficamten advanced with positive ACACIA-HCM data and an FDA-reviewed oHCM label expansion. Shares of Cytokinetics, Incorporated (CYTK - Free Report) have gained 18.4% year to date against the industry’s decline of 1.3%.
The company has entered a pivotal phase following the FDA approval of its first commercial product, Myqorzo (aficamten), for the treatment of symptomatic obstructive hypertrophic cardiomyopathy (oHCM).
Image Source: Zacks Investment Research
The approval marks the company’s transition into a commercial-stage biotech.
The impressive year-to-date performance can be attributed to strong first-quarter results supported by early Myqorzo launch.
Strong Initial Myqorzo Uptake Boosts CYTKMyqorzo is an allosteric and reversible inhibitor of cardiac myosin motor activity. It is approved in the United States and China for the treatment of adults with symptomatic oHCM.
Myqorzo works by inhibiting cardiac myosin, thereby reducing excessive cardiac contractility and alleviating left ventricular outflow tract obstruction in patients with oHCM.
The company initiated the U.S. commercial rollout in January 2026. Early launch metrics indicate strong physician engagement and patient uptake, with over 275 unique healthcare providers prescribing the drug and approximately 680 patients being prescribed Myqorzo by the end of the first quarter.
More than 70% of patients on therapy transitioned to paid prescriptions.
The European Commission approval in February 2026 further expands Myqorzo's addressable market and provides an additional growth catalyst.
Cytokinetics recently achieved an important commercial milestone with the first European launch of Myqorzo in Germany, marking the drug's entry into the EU market.
CYTK is also working on a label expansion of Myqorzo. The FDA accepted its supplemental new drug application for MAPLE-HCM, a phase III study of aficamten as monotherapy compared with metoprolol as monotherapy in patients with oHCM. The regulatory body assigned a target action date of Nov. 14, 2026.
Meanwhile, aficamten continues to be evaluated across additional patient populations, supporting potential lifecycle expansion opportunities. The drug was studied in the phase III ACACIA-HCM study in non-obstructive hypertrophic cardiomyopathy (nHCM).
The ACACIA-HCM study successfully met both co-primary endpoints, demonstrating statistically significant improvements from baseline through week 36 in both Kansas City Cardiomyopathy Questionnaire (KCCQ) Clinical Summary Score and maximal exercise performance (peak VO2). Statistically significant improvements compared to placebo were also observed in key secondary endpoints.
It is currently being investigated in the CEDAR-HCM study in pediatric patients with oHCM. Aficamten is also being evaluated in the ongoing FOREST-HCM open-label extension study.
CYTK’s Encouraging Pipeline ProgressOther pipeline candidates include omecamtiv mecarbil, a cardiac myosin activator. A confirmatory phase III study, COMET-HF, is ongoing in patients with symptomatic heart failure with severely reduced ejection fraction. Enrollment is expected to continue through the rest of 2026.
Following a recommendation from the dose level review committee, patient enrollment has been expanded in Cohort 1 of AMBER-HFpEF, a phase II study evaluating ulacamten in symptomatic heart failure with preserved ejection fraction (HFpEF) patients with left ventricular ejection fraction (LVEF) ≥ 60%. Enrollment in Cohort 1 is expected to be completed in the second half of 2026.
Road Ahead for CYTKThe approval of Myqorzo is a significant boost for CYTK, given the oHCM market potential. However, investors should remain mindful of risks, including launch execution and competition.
Myqorzo operates within an evolving treatment landscape for oHCM. Its primary competitor is Camzyos, a cardiac myosin inhibitor marketed by Bristol Myers Squibb (BMY - Free Report) .
BMY obtained FDA approval for Camzyos in 2022 for the treatment of adults with symptomatic New York Heart Association class II-III oHCM to improve functional capacity and symptoms.
Earlier this month, the FDA accepted BMY’s supplemental new drug application (sNDA) seeking approval of Camzyos for the treatment of adolescents aged 12 to under 18 years with symptomatic oHCM. The FDA granted Priority Review to the application with a target action date of Sept. 30, 2026.
If approved, Camzyos would become the first cardiac myosin inhibitor available for adolescents with oHCM and expand the drug's addressable market beyond adults.
While Myqorzo represents a meaningful growth driver and a validation of Cytokinetics’ muscle biology platform, sustained commercial traction will be critical to supporting long-term valuation upside.
CYTK’s Zacks Rank & Key PicksCytokinetics currently carries a Zacks Rank #3 (Hold). A couple of better-ranked biotech stocks are Immunocore (IMCR - Free Report) and Liquidia Corporation (LQDA - Free Report) , both sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 30 days, earnings per share (EPS) estimates for Immunocore have remained unchanged at 6 cents for 2026 and at 87 cents for 2027.
Immunocore’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 46.66%.
Over the past 60 days, estimates for Liquidia’s 2026 EPS have increased to $2.97 from $1.50. Over the same period, EPS estimates for 2027 have risen to $4.81 from $2.91. LQDA shares have surged 97.2% year to date.
Liquidia’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 54.40%.
SOUTH SAN FRANCISCO, Calif., June 17, 2026 (GLOBE NEWSWIRE) -- Cytokinetics, Incorporated (Nasdaq: CYTK) today announced that on June 15, 2026 it granted stock options to purchase an aggregate of 24,784 shares of common stock and 16,429 restricted stock units (RSUs) that will be settled in shares of common stock upon vesting and 2,242 performance stock units (PSUs) that, if earned, will be settled in shares of common stock upon vesting to 12 employees, whose employment commenced in May and June, 2026, as a material inducement to their employment.
The RSUs will vest over 3 years, with 40% of the RSUs vesting on the first anniversary of the applicable grant date, an additional 40% of the RSUs vesting on the second anniversary of the grant date and the final 20% vesting on the third anniversary of the grant date, in each case, subject to each respective employee’s continued service with the Company. The stock options that were granted are subject to an exercise price of $71.38 per share, which is equal to the closing price of the Company’s common stock on June 15, 2026, and will vest over 4 years, with 1/4th of the shares underlying the employee’s option vesting on the one-year anniversary of the grant date and the remaining shares thereafter vesting in monthly installments at a rate of 1/48th of the shares underlying such stock options over the subsequent 36 months, subject to each respective employee’s continued service with the Company. The stock options have a 10-year term. The PSU award is subject to two performance goals and will be earned as to up to 50% of the number of shares subject to the PSU award upon the certification by Compensation and Talent Committee of the Company’s Board of Directors (Committee) that the Company has achieved the first performance goal and as to up to 50% of the number of shares subject to the PSU award upon the certification by the Committee that the Company has achieved the second performance goal. The earned shares will vest as to 50% of the earned shares on applicable Committee certification date and as to 50% of the earned shares following the one-year anniversary of the applicable Committee certification date, subject to the respective employee’s continued service with the Company. These awards are subject to the terms and conditions of the Company's Amended and Restated 2004 Equity Incentive Plan and the applicable award agreements pursuant to which the awards were granted.
The stock options, RSUs and PSUs were granted as material inducements to employment in accordance with Nasdaq Listing Rule 5635(c)(4).
About Cytokinetics
Cytokinetics is a specialty cardiovascular biopharmaceutical company, building on its over 25 years of pioneering scientific innovations in muscle biology, and advancing a pipeline of potential new medicines for patients suffering from diseases of cardiac muscle dysfunction. Cytokinetics’ MYQORZO® (aficamten) is a cardiac myosin inhibitor approved in the U.S., Europe and China for the treatment of adults with symptomatic obstructive hypertrophic cardiomyopathy (oHCM). Following positive topline results in ACACIA-HCM, a Phase 3 clinical trial of aficamten in patients with non-obstructive HCM (nHCM), the company is preparing to present the full results at an upcoming medical meeting and discuss them with the U.S. FDA and other regulatory authorities. Cytokinetics is also developing omecamtiv mecarbil, an investigational cardiac myosin activator for the potential treatment of patients with heart failure with severely reduced ejection fraction and ulacamten, an investigational cardiac myosin inhibitor for the potential treatment of heart failure with preserved ejection fraction, while continuing pre-clinical research and development in muscle biology.
For additional information about Cytokinetics, visit www.cytokinetics.com and follow us on X, LinkedIn, Facebook and YouTube.
Disclaimer
Omecamtiv mecarbil and ulacamten are investigational medicines. They have not been approved nor determined to be safe or efficacious for any disease state or any indication by FDA or any other regulatory agency.
Forward-Looking Statements
This press release contains forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995 (the "Act"). Cytokinetics disclaims any intent or obligation to update these forward-looking statements and claims the protection of the Act's Safe Harbor for forward-looking statements. Examples of such statements include, but are not limited to, statements relating to Cytokinetics' and its partners' research and development activities of Cytokinetics’ product candidates. Such statements are based on management's current expectations, but actual results may differ materially due to various risks and uncertainties, including, but not limited to the risks related to Cytokinetics' business outlined in Cytokinetics' filings with the Securities and Exchange Commission particularly under the caption “Risk Factors” in Cytokinetics’ latest Annual Report on Form 10-K. Forward-looking statements are not guarantees of future performance, and Cytokinetics' actual results of operations, financial condition and liquidity, and the development of the industry in which it operates, may differ materially from the forward-looking statements contained in this press release. Any forward-looking statements that Cytokinetics makes in this press release speak only as of the date of this press release. Cytokinetics assumes no obligation to update its forward-looking statements whether as a result of new information, future events or otherwise, after the date of this press release.
CYTOKINETICS® and the CYTOKINETICS C-shaped logo are registered trademarks of Cytokinetics in the U.S. and certain other countries.
MYQORZO® is a registered trademark of Cytokinetics in the U.S. and the European Union.
On June 18, 2026, Installed Building Products Inc (IBP) shares rose 3.3% to a current price of $218.25. This move comes in the context of a 52-week range betwee
Clean Harbors gains from hazardous waste demand, recurring service contracts and strategic acquisitions, but faces FX pressure, competition and no dividend payouts.
Key Takeaways SkyWest expands fleet via agreements with UAL, DAL, ALK and Embraer for new E175 deliveries.SKYW ended Q1 2025 with $627.25M cash, surpassing its current debt of $598.43M for strong flexibility.Rise in operating expenses, macro-economic uncertainty and pilot shortages continue to bother SKYW. SkyWest, Inc. (SKYW - Free Report) ) looks cheap from a valuation standpoint. Considering the trailing 12-month price-to-book (P/B) ratio, SkyWest is trading at a discount compared to the industry.
The stock has a trailing 12-month P/B-TTM of 1.34X compared with 3.12X for the industry over the past five years. These factors indicate that the stock’s valuation is attractive. SKYW has a Value Score of A.
SKYW P/B Ratio (Trailing 12 months) Vs. Industry Image Source: Zacks Investment Research
Now, the question is whether it is worth buying, holding, or selling the SkyWest stock at current prices. Let us delve deeper to find out.
Tailwinds Working in Favor of SkyWest StockSkyWest's top line benefits from flying contract rate increases. As of March 31, 2026, SkyWest had cumulative deferred revenues of $240.69 million under its flying contracts. Revenues from flying agreements (contributing 96.5% to the top line) grew 6.7% year over year during first-quarter 2026. Departures increased 1.1% on a year-over-year basis in the first quarter.
SkyWest's fleet-modernization efforts to cater to the improvement in travel demand are commendable. In a bid to modernize its fleet, SKYW had fleet-related agreements with airline heavyweights like United Airlines (UAL - Free Report) , Delta Air Lines (DAL - Free Report) and Alaska Airlines (ALK - Free Report) .
Concurrent with its first-quarter 2026 results, SkyWest intends to convert its CRJ200 aircraft, operating for United Airlines, into 41-seat, dual-class CRJ450s, with the first aircraft entering service in fall 2026. SkyWest had one E175 aircraft delivery for Alaska Airlinesin the first quarter of 2026. The company’s aircraft lease agreements for the E175 fleet, which supports Alaska’s capacity purchase agreement, are set to expire between 2030 and 2034.
Further, UAL is scheduled to deliver eight E175 planes in 2026. Alaska Airlines is expected to deliver one E175 in 2026. DAL is likely to deliver 10 E175 planes in 2027 and six in 2028. By 2028-end, SkyWest anticipates having nearly 300 E175 aircraft in its fleet. As previously announced, SkyWest entered into a purchase agreement with Embraer, which secures delivery positions for 44 additional E175s from 2028 through 2032 for potential future flying opportunities. SkyWest also secured purchase rights on 50 additional E175s from Embraer.
SkyWest’s solid balance sheet increases financial flexibility. The company ended first-quarter 2026 with cash and marketable securities of $627.25 million, higher than the current debt level of $598.43 million. This implies that the company has sufficient cash to meet its current debt obligations. Meanwhile, long-term debt level has decreased to $1.79 billion at the end of first-quarter 2026 from $2.07 billion at the end of the first quarter of 2025.
A strong balance sheet enables the company to reward shareholders with share repurchases. As a reflection of its shareholder-friendly stance, in May 2025, SKYW's existing repurchase plan was increased by $250 million. SkyWest repurchased 783,000 shares for $75 million during the first quarter of 2026. As of March 31, 2026, SkyWest had $138 million available under its current share repurchase program. Buybacks not only reduce the total outstanding share count, thereby increasing earnings per share, but also signal management's belief in the intrinsic value of the stock.
Long-Term Debt to Capitalization Image Source: Zacks Investment Research
Headwinds Weighing on SkyWest StockSkyWest's bottom line continues to be weighed down by a rise in operating expenses. This is due to an increase in employee compensation, which includes higher labor pay scales, increased maintenance and costs related to aircraft maintenance, materials and repair, higher production and higher pilot training costs. SkyWest witnessed a consistent increase in operating expenses from $2.82 billion in 2022 to $2.83 billion in 2023 to $3.03 billion in 2024 to $3.44 billion in 2025. In first-quarter 2026, operating expenses were $889 million, up 10% year over year, owing to an expected increase in incremental direct operating costs associated with higher production and higher pilot training costs.
Macro-economic uncertainty and pilot shortages continue to plague regional carriers like SkyWest. The competition from larger airlines exacerbates the shortage of qualified pilots for regional carriers. This shortage limits the number of flights regional airlines can operate and can lead to increased operating costs due to the need to offer competitive salaries and benefits.
Stock prices of regional airline companies are notoriously volatile. As such, shares of SKYW may not be suitable for investors who are not comfortable with the often-substantial day-to-day volatility.
What Do Earnings Estimates Say for SkyWest?The negative sentiment surrounding SkyWest stock is evident from the fact that the Zacks Consensus Estimate for the second quarter of 2026 and the third quarter of 2026 earnings has been revised downward in the past 60 days. The consensus mark for 2026 and 2027 earnings has also been projected downward in the past 60 days.
Image Source: Zacks Investment Research
The unfavorable estimate revisions indicate brokers’ lack of confidence in the stock.
Not an Opportune Time to Buy SkyWest StockApart from being attractively valued at present, SkyWest's fleet-modernization efforts remain commendable. In a bid to modernize its fleet, SKYW has fleet-related agreements with airline heavyweights like United Airlines, Delta Air Lines and Alaska Airlines. By 2028-end, SKYW is scheduled to have nearly 300 E175 aircraft. A solid balance sheet allows SKYW to consistently reward shareholders with share repurchases. Such moves should boost investor confidence and positively impact the bottom line.
Despite these positives, we advise investors not to buy SKYW stock now, as it continues to be hurt by a consistent rise in operating expenses. The macroeconomic uncertainty and pilot shortages are also hurting SKYW's prospects. Share price volatility continues to be a cause for worry. Considering all these factors, we advise investors to wait for a better entry point and not buy SKYW now. For those who already own the stock, it will be prudent to stay invested. The company’s current Zacks Rank #3 (Hold) justifies our analysis. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SkyWest (SKYW - Free Report) closed the most recent trading day at $92.66, moving +1.02% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 1.09%. Meanwhile, the Dow experienced a rise of 0.14%, and the technology-dominated Nasdaq saw an increase of 1.91%.
Shares of the regional airline witnessed a gain of 10.12% over the previous month, beating the performance of the Transportation sector with its gain of 3.66%, and the S&P 500's gain of 0.29%.
The upcoming earnings release of SkyWest will be of great interest to investors. The company is expected to report EPS of $2.85, down 2.06% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $1.11 billion, showing a 7.62% escalation compared to the year-ago quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $10.95 per share and a revenue of $4.36 billion, indicating changes of +5.8% and +7.49%, respectively, from the former year.
Any recent changes to analyst estimates for SkyWest should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. At present, SkyWest boasts a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that SkyWest has a Forward P/E ratio of 8.38 right now. This denotes a discount relative to the industry average Forward P/E of 12.19.
It's also important to note that SKYW currently trades at a PEG ratio of 1.29. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Transportation - Airline industry stood at 0.96 at the close of the market yesterday.
The Transportation - Airline industry is part of the Transportation sector. Currently, this industry holds a Zacks Industry Rank of 201, positioning it in the bottom 18% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
In the latest close session, Sprouts Farmers (SFM - Free Report) was down 2.08% at $83.61. The stock fell short of the S&P 500, which registered a loss of 0.57% for the day. Elsewhere, the Dow saw an upswing of 0.64%, while the tech-heavy Nasdaq depreciated by 1.15%.
Heading into today, shares of the natural and organic food retailer had lost 3.39% over the past month, lagging the Retail-Wholesale sector's loss of 3.04% and the S&P 500's gain of 2.14%.
Investors will be eagerly watching for the performance of Sprouts Farmers in its upcoming earnings disclosure. The company is forecasted to report an EPS of $1.35, showcasing no movement from the corresponding quarter of the prior year. Meanwhile, the latest consensus estimate predicts the revenue to be $2.33 billion, indicating a 4.91% increase compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $5.57 per share and a revenue of $9.51 billion, representing changes of +4.9% and +8.04%, respectively, from the prior year.
Any recent changes to analyst estimates for Sprouts Farmers should also be noted by investors. 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.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional 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. The Zacks Consensus EPS estimate remained stagnant within the past month. Sprouts Farmers is holding a Zacks Rank of #3 (Hold) right now.
Investors should also note Sprouts Farmers's current valuation metrics, including its Forward P/E ratio of 15.33. This expresses no noticeable deviation compared to the average Forward P/E of 15.33 of its industry.
It's also important to note that SFM currently trades at a PEG ratio of 1.81. 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. By the end of yesterday's trading, the Food - Natural Foods Products industry had an average PEG ratio of 1.72.
The Food - Natural Foods Products industry is part of the Retail-Wholesale sector. With its current Zacks Industry Rank of 216, this industry ranks in the bottom 12% of all industries, numbering over 250.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best 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, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience 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 ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing 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, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
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: Sprouts Farmers (SFM - Free Report) Sprouts Farmers Market, Inc. operates a specialty grocery chain focused on fresh, natural and organic foods, with an open layout and fresh produce at the center of the store. The company emphasizes attribute-driven products, including organic, plant-based and gluten-free items, and uses a curated assortment that mixes everyday wellness staples with new and emerging brands.
SFM is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 14.45; value investors should take notice.
Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.04 to $5.57 per share. SFM also boasts an average earnings surprise of +5%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, SFM should be on investors' short list.
LOS ANGELES, June 16, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Helen of Troy Limited (“Helen of Troy” or “the Company”) (NASDAQ: HELE) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between April 24, 2024 and October 8, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before August 3, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Helen of Troy misled investors about the success of its Project Pegasus restructuring program. The Company touted the “fuel” produced by Project Pegasus, despite what it called “implementation hiccups.” The Company continued to tout its restructuring effort, telling shareholders, "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Helen of Troy, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
, /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Helen of Troy Limited (NASDAQ: HELE).
Shareholders who purchased shares of HELE during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.
ALLEGATIONS: According to the filed complaint, defendants made false and/or misleading statements and/or failed to disclose that evidence suggests that given the importance of project pegasus to the Company's business model and finances, the external macroeconomic conditions during the class period, and the Company's internal budget and resource constraints, at the time these statements were made, defendants knew or should have known that project pegasus would not, and was not on track to, realize the savings, efficiency, or effectiveness that Helen of Troy consistently touted.
DEADLINE: August 3, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/helen-of-troy-limited-loss-submission-form/?id=188280&from=4
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of HELE during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is August 3, 2026. There is no cost or obligation to you to participate in this case.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
Why: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Helen of Troy Limited (NASDAQ: HELE) between April 24, 2024 and October 8, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026.
So what: If you purchased Helen of Troy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details of the case: According to the lawsuit, the claims arise from misrepresentations regarding the success of Project Pegasus, a "global restructuring program focused on both efficiency and effectiveness." Throughout the Class Period, the lawsuit alleges that Helen of Troy boasted about the "fuel" it was generating from Project Pegasus. Although Helen of Troy admitted to some speed bumps in Project Pegasus, specifically citing "implementation hiccups" with its new Tennessee distribution center, Defendants assured investors that "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Helen of Troy Limited (“Helen of Troy” or the “Company”) (NASDAQ: HELE). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Helen of Troy and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 3, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Helen of Troy securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On July 9, 2024, Helen of Troy announced its 2025 first quarter results, allegedly reflecting a 49% decrease in earnings per share year-over year and reducing its full year revenue outlook by more than 20%.
On this news, Helen of Troy’s stock price fell nearly 28%.
Then, on July 10, 2025, Helen of Troy announced its 2026 first quarter results, allegedly reflecting a net sales decline of 11% year-over-year and a nearly 60% decline in adjusted earnings per share. The Company also announced a $414.4 million goodwill impairment. On this news, Helen of Troy’s stock price fell nearly 23%.
Finally, on October 9, 2025, Helen of Troy announced its 2026 second quarter results, allegedly revealing that quarterly sales were down 8.9% year-over-year, adjusted earnings per share fell 51%, and business disruptions and cost headwinds would continue throughout the remainder of the year.
On this news, Helen of Troy’s stock price fell 25%.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
, /PRNewswire/ -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Helen of Troy Limited (NASDAQ: HELE) common stock between April 24, 2024 and October 8, 2025. Helen of Troy markets a variety of consumer goods across several segments.
For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.
What is the class period? April 24, 2024 - October 8, 2025
What are the allegations? Robbins LLP is Investigating Allegations that Helen of Troy Limited (HELE) Misled Investors Regarding the Ability of Project Pegasus to Improve Efficiency and Effectiveness
According to the complaint, in fiscal year 2023, Helen of Troy's then COO, and later CEO, Noel Geoffroy initiated Project Pegasus, a "global restructuring program that focused on both efficiency and effectiveness." As a part of this initiative, the Company invested in a new distribution center in Tennessee to support its targeted growth.
Plaintiff alleges that during the class period, the Company boasted about the "fuel" it was generating from Project Pegasus. Although Helen of Troy admitted to some speed bumps in Project Pegasus, specifically citing "implementation hiccups" with its new Tennessee distribution center, defendants assured investors that "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." In reality, Project Pegasus was not delivering the efficiencies that defendants touted. Rather, unknown to investors, Helen of Troy did not have enough resources or the budget to achieve its stated restructuring or savings goals.
Plaintiff further alleges that on July 10, 2025, Helen of Troy revealed that its net sales for the first quarter of fiscal 2026 had declined 11% year-over-year and its adjusted earnings per share had shrunk by nearly 60% compared to the prior year. The Company also disclosed a $414.4 million goodwill impairment, which it attributed to its continued decelerating revenue growth. The Company's interim CEO—CFO Brian Grass—conceded that Helen of Troy had become "too complicated and lost focus," which "created unnecessary sprawl and [the Company] became scattered in terms of priorities." As a result of these disclosures, the price of Helen of Troy shares declined by $7.04 per share, or 22.7%.
Then, on October 9, 2025, during his first earnings call as CEO, G. Scott Uzzell reported Helen of Troy's second quarter results for fiscal year 2026, announcing that quarterly sales were down 8.9% year-over-year, adjusted earnings per share plummeted by 51%, and that these results were caused by significant business disruptions and cost headwinds which the Company expects to persist for the remainder of the year. Uzzell acknowledged Helen of Troy's underperformance, stating that Helen of Troy "earned [its] way into a difficult period." These disclosures caused Helen of Troy's stock price to decline by $6.90 per share, or 25%.
What can shareholders do now? You may be eligible to participate in the class action against Helen of Troy Limited. Shareholders who wish to serve as lead plaintiff for the class must submit their papers to the court by August 3, 2026. The lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About Robbins LLP: A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002.
To be notified if a class action against Helen of Troy Limited settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.
Attorney Advertising. Past results do not guarantee a similar outcome.
New York, New York--(Newsfile Corp. - June 16, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Helen of Troy Limited (NASDAQ: HELE) between April 24, 2024 and October 8, 2025, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026.
SO WHAT: If you purchased Helen of Troy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, the claims arise from misrepresentations regarding the success of Project Pegasus, a "global restructuring program focused on both efficiency and effectiveness." Throughout the Class Period, the lawsuit alleges that Helen of Troy boasted about the "fuel" it was generating from Project Pegasus. Although Helen of Troy admitted to some speed bumps in Project Pegasus, specifically citing "implementation hiccups" with its new Tennessee distribution center, Defendants assured investors that "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Helen of Troy class action, go to https://rosenlegal.com/cases/helen-of-troy-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301752
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Time-Sensitive: Allegations Focus on Tennessee Distribution Center Failures and Misleading Operational Health Representations That Cost HELE Investors Over $38 Per Share
, /PRNewswire/ -- Levi & Korsinsky, LLP alerts investors in Helen of Troy Limited (NASDAQ: HELE) of a pending securities class action. Class Period: April 24, 2024 through October 8, 2025. Check if you can recover your investment losses or contact Joseph E. Levi, Esq. at [email protected] | (212) 363-7500.
Helen of Troy shares lost $24.68 per share in a single session, a 27.7% collapse, after the Company slashed its full-year revenue outlook by more than 20% and disclosed an "unusual number of internal and external challenges." The stock suffered additional collapses of 22.7% and 25% on July 10, 2025 and October 9, 2025 following additional related disclosures. The Court has set August 3, 2026 as the deadline to apply for lead plaintiff appointment.
The Alleged Tennessee Distribution Center Disruption
A securities class action asserts that Helen of Troy misled shareholders about the operational readiness and efficiency of its new Tennessee distribution center, a cornerstone of the Company's Project Pegasus restructuring program. While management publicly described "implementation hiccups" and assured investors that remediation was "substantially completed," the lawsuit claims these representations masked deeper structural problems. The action contends the facility never achieved its targeted labor efficiencies during the Class Period, undermining the savings and margin expansion that had been promised to the market.
What Management Allegedly Knew About Operational Shortfalls
As alleged in the complaint, the Company's leadership was aware that internal budget and resource constraints prevented the distribution center from reaching the efficiency levels management publicly projected. The lawsuit asserts that statements characterizing the Tennessee facility's challenges as temporary "hiccups" were materially misleading because the problems were systemic. The action claims that:
The Tennessee distribution center's automation system required remediation that took longer and cost more than disclosed Labor efficiency targets at the facility were not achievable within the timeframes communicated to investors The Company lacked sufficient budget and resources to execute the distribution center optimization it repeatedly touted Full-year revenue guidance was reduced by over 20% in part due to these undisclosed operational failures Adjusted earnings per share ultimately declined nearly 60% as internal challenges compounded A $414.4 million goodwill impairment was later recorded, reflecting the depth of operational deterioration Internal and External Challenges: The Phrase That Obscured the Truth
When the Company first acknowledged trouble on July 9, 2024, it attributed disappointing results to an "unusual number of internal and external challenges" without specifying that its flagship distribution investment was failing to deliver. The lawsuit contends this vague characterization allowed the Company to avoid disclosing the severity of its operational problems while continuing to assure investors that Project Pegasus was generating "fuel" for growth.
Speak with an attorney about recovering damages or call (212) 363-7500.
"Investors deserve transparency about material risks that could affect their investments. When a company represents that operational challenges are temporary while internal constraints prevent achievement of stated goals, shareholders are deprived of the information they need to make informed decisions." -- Joseph E. Levi, Esq.
WHY LEVI & KORSINSKY -- Ranked in ISS Securities Class Action Services' Top 50 Report for seven consecutive years, Levi & Korsinsky, LLP is a nationally recognized leader in shareholder rights litigation. With a team of over 70 professionals, the firm has recovered hundreds of millions of dollars for investors.
Frequently Asked Questions About the HELE Lawsuit
Q: Who is eligible to join the HELE investor lawsuit? A: Investors who purchased HELE stock or securities between April 24, 2024 and October 8, 2025 and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses, not on whether you still hold the shares.
Q: How much did HELE stock drop? A: Shares fell approximately 27.7%, a decline of $24.68 per share, after the Company disclosed a revenue outlook reduction of over 20% and cited internal and external challenges. Investors who purchased shares during the class period at artificially inflated prices may be entitled to compensation.
Q: What do HELE investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact Levi & Korsinsky for a free, no-obligation evaluation at [email protected] or (212) 363-7500. No immediate action is required to remain eligible as a class member.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I already sold my HELE shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
New York, New York--(Newsfile Corp. - June 17, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Helen of Troy Limited (NASDAQ: HELE) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Helen of Troy securities between April 24, 2024 and October 8, 2025, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/HELE.
Helen of Troy Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Helen of Troy overstated the success and benefits of its Project Pegasus initiative, touting the "fuel" it was generating while downplaying issues such as "implementation hiccups" at its Tennessee distribution center and assuring investors that the project was progressing and delivering cost-saving efficiencies; in reality, Project Pegasus was not delivering the efficiencies Defendants claimed, as the Company lacked sufficient resources and budget to achieve its stated restructuring and cost-savings goals; and as a result, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Helen of Troy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/HELE, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Helen of Troy you have until August 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Helen of Troy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Helen of Troy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300027
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Helen of Troy Limited ("Helen of Troy" or the "Company") (NASDAQ: HELE). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Helen of Troy and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 3, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Helen of Troy securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On July 9, 2024, Helen of Troy announced its 2025 first quarter results, allegedly reflecting a 49% decrease in earnings per share year-over year and reducing its full year revenue outlook by more than 20%.
On this news, Helen of Troy's stock price fell nearly 28%.
Then, on July 10, 2025, Helen of Troy announced its 2026 first quarter results, allegedly reflecting a net sales decline of 11% year-over-year and a nearly 60% decline in adjusted earnings per share. The Company also announced a $414.4 million goodwill impairment. On this news, Helen of Troy's stock price fell nearly 23%.
Finally, on October 9, 2025, Helen of Troy announced its 2026 second quarter results, allegedly revealing that quarterly sales were down 8.9% year-over-year, adjusted earnings per share fell 51%, and business disruptions and cost headwinds would continue throughout the remainder of the year.
On this news, Helen of Troy's stock price fell 25%.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Alert: HELE Shares Lost Over $38 Per Share Across Three Corrective Disclosures as Project Pegasus Promises Collapsed Under the Weight of Concealed Operational Failures
, /PRNewswire/ -- SueWallSt alerts investors in Helen of Troy Limited (NASDAQ: HELE) of a pending securities class action. Class Period: April 24, 2024 through October 8, 2025. Find out if you qualify to recover losses or contact Joseph E. Levi, Esq. at [email protected] | (888) SueWallSt.
Helen of Troy shares suffered four separate corrective declines during the Class Period, losing $24.68 per share (27.7%) on July 9, 2024, $7.04 per share (22.7%) on July 10, 2025, and $6.90 per share (25%) on October 9, 2025. To be considered for lead plaintiff, investors must file by August 3, 2026.
How the Market Repriced HELE After Each Revelation
The first and largest single-day repricing occurred when Helen of Troy reported first quarter fiscal 2025 results that blindsided shareholders. Earnings per share had cratered 49% year-over-year, and the full-year revenue outlook was slashed by more than 20%. The lawsuit contends that management attributed these results to an "unusual number of internal and external challenges" without disclosing that the Company lacked the budget and resources to deliver on its restructuring promises.
The second market shock came when the architect of the Company's turnaround strategy departed abruptly after just 14 months, with no successor in place. The Company itself cited "underperformance in recent years" and sought a replacement with "turnaround/restructuring experience," signaling to the market that the prior strategy had failed.
The Cumulative Damage to Shareholder Value
The July 9, 2024 decline of $24.68 per share (27.7%) followed disclosure of a 49% EPS collapse and a 20%-plus revenue outlook reduction The July 10, 2025 decline of $7.04 per share (22.7%) accompanied an 11% net sales decline, a nearly 60% adjusted EPS drop, and a $414.4 million goodwill impairment The October 9, 2025 decline of $6.90 per share (25%) followed disclosure of an 8.9% quarterly sales decline and a 51% adjusted EPS plunge Each successive disclosure removed a layer of artificial inflation that the complaint alleges was sustained by repeated assurances that Project Pegasus was "on track" and "generating fuel" Why the Market Reacted With Increasing Severity
As set forth in the complaint, each corrective event did not merely reveal bad quarterly numbers. Each stripped away a specific layer of the narrative Defendants had constructed. The first disclosure revealed the gap between projected and actual performance. The CEO departure signaled the strategy's architect could not fix what was broken. The goodwill impairment quantified the permanent destruction of value. The final disclosure confirmed these were not temporary setbacks but structural failures the Company conceded it had "earned [its] way into."
Check if you can recover your investment losses or call (888) SueWallSt.
"When companies fail to disclose material information, shareholders may suffer significant losses. The pattern of repeated assurances followed by repeated negative surprises in this case raises important questions about what was known and when." -- Joseph E. Levi, Esq.
Speak with an attorney about recovering damages or contact Joseph E. Levi, Esq. at (888) SueWallSt.
ABOUT SUEWALLST -- Over the past 20 years, SueWallSt has secured hundreds of millions of dollars for aggrieved shareholders. The firm has extensive expertise in complex securities litigation and a team of over 70 employees. For seven consecutive years, SueWallSt has ranked in ISS Securities Class Action Services' Top 50 Report. The last day to move for lead plaintiff is August 3, 2026.
Frequently Asked Questions About the HELE Lawsuit
Q: How much did HELE stock drop? A: Shares fell approximately 27.7%, a decline of $24.68 per share, on July 9, 2024, after Helen of Troy disclosed a 49% year-over-year EPS decline and slashed its full-year revenue outlook by over 20%. Additional declines of 22.7% and 25% followed subsequent corrective disclosures. Investors who purchased shares during the class period at artificially inflated prices may be entitled to compensation.
Q: What specific misstatements does the HELE lawsuit allege? A: The complaint alleges Helen of Troy made materially false or misleading statements regarding the progress and effectiveness of Project Pegasus, its global restructuring program, and the operational health of its Tennessee distribution center during the class period. When the true state of affairs was revealed through multiple corrective disclosures, the stock price declined sharply.
Q: What do HELE investors need to do right now? A: Gather brokerage records including purchase dates, share quantities, and prices paid. Contact SueWallSt for a free, no-obligation evaluation at [email protected] or (888) SueWallSt. No immediate action is required to remain eligible as a class member.
Q: What if I already sold my HELE shares -- can I still recover losses? A: Yes. Eligibility is based on when you purchased, not whether you still hold them. Investors who bought during the class period and sold at a loss may still participate.
Q: Do I need to go to court or give testimony? A: No. The overwhelming majority of class members never appear in court or give depositions. You submit a claim form to receive your portion of recovery.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: Can I join a different law firm's lawsuit instead? A: Multiple firms often file competing complaints. The court consolidates and appoints a single lead counsel. Contacting SueWallSt before August 3, 2026 ensures your losses are considered.
CONTACT:
SueWallSt
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (888) SueWallSt
Fax: (212) 363-7171
NEW YORK, June 18, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Helen of Troy Limited (NASDAQ: HELE) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Helen of Troy securities between April 24, 2024 and October 8, 2025, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/HELE.
Helen of Troy Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Helen of Troy overstated the success and benefits of its Project Pegasus initiative, touting the “fuel” it was generating while downplaying issues such as “implementation hiccups” at its Tennessee distribution center and assuring investors that the project was progressing and delivering cost-saving efficiencies;in reality, Project Pegasus was not delivering the efficiencies Defendants claimed, as the Company lacked sufficient resources and budget to achieve its stated restructuring and cost-savings goals; andas a result, Defendants’ statements about the Company’s business, operations, and prospects were materially false and misleading at all relevant times. What's Next for Helen of Troy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/HELE. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Helen of Troy you have until August 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Helen of Troy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Helen of Troy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
LOS ANGELES, June 19, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Helen of Troy Limited (“Helen of Troy” or “the Company”) (NASDAQ: HELE) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between April 24, 2024 and October 8, 2025, inclusive (the “Class Period”), are encouraged to contact the firm before August 3, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Helen of Troy misled investors about the success of its Project Pegasus restructuring program. The Company touted the “fuel” produced by Project Pegasus, despite what it called “implementation hiccups.” The Company continued to tout its restructuring effort, telling shareholders, "despite the delayed savings related to our Tennessee distribution center, Project Pegasus continues to move forward. We have made good progress on the cost of goods sold work streams, implementing multiple projects that reduce costs and simplify our supplier base." Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Helen of Troy, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
NEW YORK, June 19, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Helen of Troy Limited (NASDAQ: HELE).
Shareholders who purchased shares of HELE during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.
ALLEGATIONS: According to the filed complaint, defendants made false and/or misleading statements and/or failed to disclose that evidence suggests that given the importance of project pegasus to the Company’s business model and finances, the external macroeconomic conditions during the class period, and the Company’s internal budget and resource constraints, at the time these statements were made, defendants knew or should have known that project pegasus would not, and was not on track to, realize the savings, efficiency, or effectiveness that Helen of Troy consistently touted.
DEADLINE: August 3, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/helen-of-troy-limited-loss-submission-form/?id=188957&from=3
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of HELE during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is August 3, 2026. There is no cost or obligation to you to participate in this case.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
New York, New York--(Newsfile Corp. - June 19, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Helen of Troy Limited (NASDAQ: HELE) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Helen of Troy securities between April 24, 2024 and October 8, 2025, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/HELE.
Helen of Troy Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Helen of Troy overstated the success and benefits of its Project Pegasus initiative, touting the "fuel" it was generating while downplaying issues such as "implementation hiccups" at its Tennessee distribution center and assuring investors that the project was progressing and delivering cost-saving efficiencies; in reality, Project Pegasus was not delivering the efficiencies Defendants claimed, as the Company lacked sufficient resources and budget to achieve its stated restructuring and cost-savings goals; and as a result, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Helen of Troy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/HELE, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Helen of Troy you have until August 3, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Helen of Troy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Helen of Troy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300028
Source: Bronstein, Gewirtz & Grossman, LLC
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Douglas Emmett is rated a Hold due to high leverage and weak FFO trends despite strong leasing momentum. DEI's portfolio is concentrated in affluent Los Angeles and Honolulu markets, offering niche specialization but significant geographic risk. Dividend coverage remains solid with a 1.3x AFFO coverage and ~6% yield, but dividend growth and operating cash flow trends could be better.
Douglas Emmett is an office and multifamily REIT highly concentrated in Los Angeles and Honolulu, trading at 12x AFFO with a 6% yield. I initiate coverage at Hold, citing structural office market headwinds, negative AFFO trends, and high leverage, despite some progress in multifamily and leasing. DEI's office portfolio faces declining occupancy and NOI, while multifamily remains a bright spot but only represents 20% of revenue.
How do you choose between a fast-growing payment processor and an established industry titan? Deciding whether to buy Shift4 Payments (FOUR +0.95%) or PayPal (PYPL +1.01%) depends on your appetite for growth versus stability.
Shift4 Payments focuses on providing specialized commerce technology for the hospitality and entertainment sectors. PayPal provides a massive digital wallet ecosystem used by millions of consumers for daily transactions. You should compare them to see which better balances revenue growth and bottom-line profitability in your portfolio.
The case for Shift4 PaymentsShift4 Payments provides integrated commerce solutions and payment processing for merchants in specialized industries, such as hospitality and entertainment. The company has aggressively expanded its presence among tech stocks by completing the acquisition of Bambora North America in March 2026 and integrating the Global Blue business. It also maintains a strategic partnership with xAI to incorporate artificial intelligence into its customer service operations, thereby enhancing merchant support. No single customer accounts for more than 10% of revenue, which helps diversify its merchant and software partner network.
In FY 2025, revenue reached nearly $4.2 billion, a 25.5% increase from the prior year. Net income for the period was approximately $119 million. This performance led to a net margin of roughly 2.8%.
As of its December 2025 balance sheet, the debt-to-equity ratio is 3.2x. This ratio measures total debt relative to shareholder equity, showing that Shift4 Payments uses significant leverage to fund its operations. The current ratio, which measures the ability to cover short-term obligations, is 1.7x, while free cash flow reached nearly $499 million.
The case for PayPalPayPal operates a global network that connects 439 million active accounts with merchants for cross-border and domestic transactions. Its ecosystem includes popular brands like Venmo and Xoom, as well as its own stablecoin and various payment funding sources. The platform remains technology-agnostic to support bank accounts, credit cards, and buy now, pay later solutions for millions of users.
In FY 2025, revenue reached roughly $33.2 billion, up 4.3% from the prior year. Net income for the fiscal year was approximately $5.2 billion. This allowed the company to achieve a healthy net margin of nearly 15.8%.
As of the December 2025 balance sheet, the company maintains a debt-to-equity ratio of approximately 0.5x. The current ratio is 1.3x, indicating the business has more than enough assets to cover its short-term liabilities. Free cash flow was robust at nearly $5.6 billion for the year, which equals cash from operations minus capital expenditures.
Risk profile comparisonShift4 Payments faces intense competition from other industry players, such as Adyen and Block, which could hurt its ability to retain key merchant partners. The company also carries significant debt that could limit its capital flexibility to fund new strategic opportunities during economic downturns. Additionally, its reliance on complex IT systems and emerging AI tools makes it a target for cyberattacks and for increasing global regulations, such as the EU AI Act.
PayPal operates in a heavily regulated industry and remains subject to significant legal scrutiny regarding consumer protection. Despite the dismissal of some securities fraud class actions in May 2026, the company continues to face competition from Visa and Mastercard, as well as other fintech firms. Any disruptions at third-party banks or cloud infrastructure providers could also interrupt its transaction processing capabilities.
Valuation comparisonBased on the Forward P/E and P/S ratio, Shift4 Payments appears to be priced more attractively relative to its future earnings estimates than PayPal.
MetricShift4 PaymentsPayPalSector BenchmarkForward P/E6.5x8.2x37.6xP/S ratio0.9x1.2xSector benchmark uses the SPDR XLK sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Right out of the gates, I want to be fair and say that I own both PayPal and Shift4 Payments, but I have owned the former for much longer -- and it hasn’t been a great ride. While I love PayPal’s powerful brand, massive user base, and incredible free cash flow generation, the company’s growth story seems to be nearing its latter chapters.
While rumors swirl about a potential sale or spinoff of its faster-growing Venmo business -- a move that may create some value for shareholders -- it isn’t the type of transaction that really gets me excited about a stock. I just don’t know what the next move is for PayPal, other than a lot of share buybacks. These repurchases are fine, but not enough on their own to move the needle meaningfully -- even at PayPal’s deeply discounted price. For these reasons, I have stopped adding to my PayPal position and have just been letting it sit in the “penalty box,” so to speak, waiting for positive developments.
Meanwhile, I have been adding Shift4 Payments fairly frequently over the last year or so, as the stock slid by more than 50%. While neither PayPal nor Shift4 have been a stellar investment since their market debuts, Shift4’s steady sales growth, paired with a forward P/E of 6.5, makes it very enticing in my opinion.
That said, Shift4 adds an additional layer of risk as a serial acquirer. The company loves to grow through M&A and has quickly grown to become the No. 2 payment provider in U.S. restaurants (only trailing Toast), the No. 1 provider in U.S. hospitality, sports, and entertainment, and the No. 1 payments firm for luxury brands globally.
This leadership position, paired with management’s (so-far) keen ability to make and integrate shrewd acquisitions, makes Shift4’s growth story very appealing, especially at just 6.5 times forward earnings. Just growing sales and adjusted EBITDA by 34% and 43%, respectively, in 2025, Shift4 Payments offers multibagger potential that PayPal may no longer have, if it can continue to stick the landing on its numerous acquisitions. Said another way, I’ll take my chances with Shift4’s medium-risk, high-reward potential versus PayPal’s medium-risk, medium-reward outlook, in my opinion.
Consumers have continued to seek out bargains as higher prices for everyday necessities have strained many household budgets.
Ollie's Bargain Outlet Today
OLLI
Ollie's Bargain Outlet
$76.91 0.00 (0.00%)
As of 06/18/2026 04:00 PM Eastern
52-Week Range$73.32▼
$141.74P/E Ratio18.99
Price Target$125.13
For years, Ollie's Bargain Outlet NASDAQ: OLLI was a big beneficiary of the trend, with shares climbing to an all-time high last summer as investors embraced the discount retailer's value-focused model.
Since then, however, the stock has pulled back sharply. Despite a series of earnings beats and strong stock performance from many of its discount retail peers, investors have remained cautious on Ollie's, raising questions about what it will take for the stock to regain momentum.
Get Ollie's Bargain Outlet alerts:
Ollie's Earnings Beat Again, But Revenue Falls Slightly ShortOllie's most recent earnings report did little to stoke investor enthusiasm for the stock. On June 3, the company reported first-quarter earnings of 91 cents per share, increasing from 75 cents per share in the year-ago period and topping Wall Street expectations by 4 cents. The quarter marked another earnings beat for the company, extending its streak of better-than-expected earnings.
Revenue came in at approximately $659 million, up more than 14% from the prior-year period, but roughly $2.7 million shy of analyst expectations. While Ollie's has continued to deliver year-over-year sales growth, revenue has not consistently exceeded Wall Street expectations.
Comparable-store sales increased 1.7% during the quarter, while gross margin expanded 80 basis points to 41.9%, exceeding the company's expectations. Ollie's continued to expand its footprint, opening 27 new stores during the quarter. The company also repurchased $53 million of stock during the period.
Despite the solid results, the company said it faced headwinds as the quarter progressed, including unseasonable weather that pressured certain merchandise categories and higher fuel prices that impacted traffic.
Ollie's Tweaks Full-Year OutlookThe company also tweaked its full-year guidance, slightly lowering its revenue expectations while raising its earnings forecast.
Ollie's now expects net sales of $2.98 billion to $3.0 billion, compared with its previous outlook of $2.985 billion to $3.013 billion. Adjusted diluted earnings per share are now expected to be between $4.45 to $4.55, compared with the prior forecast of $4.40 to $4.50.
During the earnings call, Chief Financial Officer Robert Helm discussed the updated outlook, saying, "Solid sales growth, strong margins, controlled expenses, and the stepped-up buyback all support earnings growth this year."
He added, however, that consumer sentiment and weather remain factors. "We are cognizant of the state of consumer rights right now. They are prioritizing their spending around their needs and driving a little less if they can," he said, adding, "Weather is still a bit of a lingering factor, and we don't have the benefit of higher tax refunds to offset some of these pressures in the second quarter."
Stock Has Struggled Since Hitting All-Time HighWall Street's initial reaction to the earnings report and updated outlook was muted. The stock rose less than 1% following the release; however, shares have gained roughly 6% since then.
Ollie's Bargain Outlet Holdings, Inc. (OLLI) Price Chart for Friday, June, 19, 2026
The stock had an impressive run between 2022 and 2025, rising from under $40 in March 2022 to an all-time high above $140 in August 2025. By the end of 2025, it was trading around $110 and continued to trend lower. Recently, shares were trading around $85.
Over the past year, the stock has fallen nearly 26%. Shares are down roughly 22% year to date.
Ollie's Stock Is Lagging Other Discount RetailersThe stock's underperformance is also notable given the strong performance of several other value-oriented retailers.
Shares of Ross Stores Inc. NASDAQ: ROST have soared approximately 80% over the past year and more than 30% year to date. Burlington Stores Inc. NYSE: BURL is up roughly 42% over the past 12 months and 16% year to date, while TJX Companies Inc. NYSE: TJX has gained about 35% over the last year and nearly 9% year to date.
One factor that may be working in Ollie's favor following its valuation. The stock currently trades at a price-to-earnings ratio of roughly 21X, well below Ross Stores' multiple of about 33X, Burlington's roughly 35X, and TJX's more than 32X.
Despite Lowered Price Targets, Analysts See Significant UpsideWall Street remains largely bullish on Ollie's. Among the 17 analysts currently covering the company, the consensus rating is Moderate Buy, with 14 Buy ratings and three Hold ratings.
Current Price$76.91High Forecast$157.00Average Forecast$125.13Low Forecast$87.00Ollie's Bargain Outlet Stock Forecast Details
The average 12-month price target is roughly $125, implying potential upside of more than 40% from recent trading levels. Price targets range from a low of $87 to a high of $157. Several analysts have lowered their targets over the last two months, though most have maintained positive ratings.
While Ollie's continues to grow sales, beat earnings expectations, expand its store base, and generate healthy margins, the steady decline since last summer's peak suggests investors may be taking a wait-and-see approach until the company can deliver more consistent growth. Still, with analysts largely bullish on the stock, a valuation below several discount-oriented peers, and continued consumer pressure driving demand for value, Ollie's may be worth a closer look for investors seeking opportunities in the discount retail space.
Should You Invest $1,000 in Ollie's Bargain Outlet Right Now?Before you consider Ollie's Bargain Outlet, you'll want to hear this.
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e.l.f. Beauty (ELF - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this cosmetics company have returned +16.6%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Cosmetics industry, which e.l.f. Beauty falls in, has gained 11.5%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
e.l.f. Beauty is expected to post earnings of $0.73 per share for the current quarter, representing a year-over-year change of -18%. Over the last 30 days, the Zacks Consensus Estimate has changed -28.8%.
For the current fiscal year, the consensus earnings estimate of $3.3 points to a change of +5.4% from the prior year. Over the last 30 days, this estimate has changed -1.4%.
For the next fiscal year, the consensus earnings estimate of $3.56 indicates a change of +7.7% from what e.l.f. Beauty is expected to report a year ago. Over the past month, the estimate has changed -7.7%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, e.l.f. Beauty is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For e.l.f. Beauty, the consensus sales estimate for the current quarter of $424.39 million indicates a year-over-year change of +20%. For the current and next fiscal years, $1.86 billion and $1.98 billion estimates indicate +13.5% and +6.9% changes, respectively.
Last Reported Results and Surprise Historye.l.f. Beauty reported revenues of $449.29 million in the last reported quarter, representing a year-over-year change of +35.1%. EPS of $0.32 for the same period compares with $0.78 a year ago.
Compared to the Zacks Consensus Estimate of $425.82 million, the reported revenues represent a surprise of +5.51%. The EPS surprise was +10.34%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
e.l.f. Beauty is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about e.l.f. Beauty. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
elf Beauty Inc (NYSE:ELF) is stepping into haircare, its most significant category expansion since launching skincare in 2022.
Jefferies analysts see the move as a strong strategic fit, viewing the launch as "a positive addition to the company's fall innovation cycle, supported by favorable category growth and trend alignment."
The initial lineup spans six SKUs, including shampoo, conditioner, a treatment oil, anti-frizz spray, styling cream, and a styling wand, all priced at $10 or below. The rollout launched on TikTok on June 16, ahead of DTC and Target digital on June 24, with in-store Target distribution following on July 5.
The groundwork was already laid. Earlier this year, e.l.f. dropped two limited-edition hair styling products as a test. Both sold out within 48 hours, with 65% of sales coming from customers new to e.l.f. and 96% positive sentiment across social platforms. Approximately 77% of e.l.f.'s existing consumers have expressed interest in haircare, and the category ranked as the most requested segment on the brand's recent TikTok Live alongside fragrance.
The US haircare market sits at approximately $19.3 billion, with the mass segment accounting for around $11.4 billion, according to analysts. Jefferies estimates that capturing just 1% of the US mass hair market would represent roughly $114 million in incremental revenue.
Euromonitor forecasts global haircare will grow approximately 24% to $173 billion by 2030, driven by GLP-1-related hair thinning, rising interest in scalp health, and what Jefferies describes as the "skinification of hair routines expanding the category's TAM."
Affordability as a Structural Advantage Jefferies notes that in periods of macro uncertainty, "beauty demand tends to skew toward affordable indulgences, with consumers trading down in larger discretionary categories while maintaining spend in lower-ticket segments." The firm argues that e.l.f.'s core competitive advantages, namely speed to market, value positioning, and the ability to translate prestige trends into accessible price points, are "well-suited to capitalize on this dynamic in both core and treatment offerings."
The haircare launch lands within e.l.f.'s broader fall innovation cycle, which the company activated in May with new lip and face SKUs.
e.l.f. Beauty stock is showing exceptional strength. What’s fueling ELF momentum? What Is Driving e.l.f. Beauty’s Growth?Rhode continues to be a key growth driver: In the fiscal fourth quarter, adjusted EPS came in at 32 cents versus 29 cents expected, while revenue was $449.29 million versus $422.93 million expected and up 35.07% year over year. The company said the Rhode acquisition contributed about 34 percentage points to overall growth, with U.S. net sales up 26% and international revenue up 75% in the quarter.
Per the company, Early market testing of hair styling products yielded a 96% positive sentiment and revealed that 65% of buyers were entirely new to the e.l.f. ecosystem, signaling that this new category, joining e.l.f. Cosmetics and e.l.f. SKIN, is primed to act as a significant incremental revenue driver moving forward.
Critical Price Levels To Watch For ELF StockMomentum is improving: MACD is above its signal line and the histogram is positive, which points to fading downside pressure versus the prior downswing. Simply put, when MACD is above the signal line, it suggests the recent push higher is gaining traction even if the longer-term trend hasn't fully flipped.
From a structure standpoint, the death cross that formed in December 2025 (50-day SMA below the 200-day SMA) is still a headwind for longer-term trend investors, and the stock remains down 45.97% over the past 12 months. Key timing markers also matter here: a recent swing low formed in June and a swing high in April, so traders will be watching whether this bounce can turn into a higher-high sequence.
Key Resistance: $71.00 — a nearby round-number area that can cap rebounds if sellers defend the recent overhead zone Key Support: $58.00 — near a prior buyer-defense area and close to the 50-day moving-average region ($59.66) What Is e.l.f. Beauty’s Business Model?e.l.f. Beauty is a multi-brand beauty company that sells inclusive, accessible, clean, vegan, and cruelty-free cosmetics and skin care products, with a mission built around value and broad consumer reach. It offers everything from eyeliner and mascara to foundation, moisturizers, cleansers, and beauty tools through stores and e-commerce channels.
That business mix matters for the current setup because the Rhode acquisition is helping diversify the portfolio beyond core cosmetics and into prestige skincare, which can change how investors think about the company's growth runway. In fiscal 2026, the company pointed to e.l.f. Cosmetics reaching $1.8 billion in global retail sales, while Rhode delivered over $500 million in global retail sales and about $390 million in net sales.
e.l.f. Beauty Benzinga Edge Scorecard BreakdownBelow is the Benzinga Edge scorecard for e.l.f. Beauty, highlighting its strengths and weaknesses compared to the broader market:
The Verdict: e.l.f. Beauty’s Benzinga Edge signal reveals a quality-tilted profile weighed down by weak value and weak factor-based growth and momentum readings. For longer-term bulls, the setup argues for patience and confirmation (especially versus the 100-day/200-day trend), because premium valuation can amplify volatility if the next guidance update disappoints.
ELF Stock Price Movement UpdateELF Stock Price Activity: e.l.f. Beauty shares were up 6.53% at $68.17 at the time of publication on Tuesday, according to Benzinga Pro data.
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
elf Beauty Inc (NYSE:ELF) is stepping into haircare, its most significant category expansion since launching skincare in 2022.
Jefferies analysts see the move as a strong strategic fit, viewing the launch as "a positive addition to the company's fall innovation cycle, supported by favorable category growth and trend alignment."
The initial lineup spans six SKUs, including shampoo, conditioner, a treatment oil, anti-frizz spray, styling cream, and a styling wand, all priced at $10 or below. The rollout launched on TikTok on June 16, ahead of DTC and Target digital on June 24, with in-store Target distribution following on July 5.
The groundwork was already laid. Earlier this year, e.l.f. dropped two limited-edition hair styling products as a test. Both sold out within 48 hours, with 65% of sales coming from customers new to e.l.f. and 96% positive sentiment across social platforms. Approximately 77% of e.l.f.'s existing consumers have expressed interest in haircare, and the category ranked as the most requested segment on the brand's recent TikTok Live alongside fragrance.
The US haircare market sits at approximately $19.3 billion, with the mass segment accounting for around $11.4 billion, according to analysts. Jefferies estimates that capturing just 1% of the US mass hair market would represent roughly $114 million in incremental revenue.
Euromonitor forecasts global haircare will grow approximately 24% to $173 billion by 2030, driven by GLP-1-related hair thinning, rising interest in scalp health, and what Jefferies describes as the "skinification of hair routines expanding the category's TAM."
Affordability as a Structural Advantage Jefferies notes that in periods of macro uncertainty, "beauty demand tends to skew toward affordable indulgences, with consumers trading down in larger discretionary categories while maintaining spend in lower-ticket segments." The firm argues that e.l.f.'s core competitive advantages, namely speed to market, value positioning, and the ability to translate prestige trends into accessible price points, are "well-suited to capitalize on this dynamic in both core and treatment offerings."
The haircare launch lands within e.l.f.'s broader fall innovation cycle, which the company activated in May with new lip and face SKUs.
Companies within the Zacks Cosmetics industry are benefiting from continued demand for skincare, makeup, fragrance and personal care products, driven by consumers' growing focus on self-care, wellness and beauty routines. Innovation remains a key growth catalyst, with companies investing in science-backed formulations, clean beauty offerings and digital technologies to enhance customer engagement and expand their market reach.
At the same time, companies are navigating a cautious spending environment, elevated input costs and ongoing supply-chain uncertainties. To drive growth and remain competitive, industry players such as The Estee Lauder Companies Inc. (EL - Free Report) , e.l.f. Beauty, Inc. (ELF - Free Report) , Helen of Troy Limited (HELE - Free Report) and Nu Skin Enterprises, Inc. (NUS - Free Report) are focusing on omnichannel expansion, product innovation and operational efficiencies.
About the Industry The Zacks Cosmetics industry includes companies that provide beauty and personal care products. Players in the industry manufacture, distribute, sell and market skincare, fragrance, makeup and hair care products. Many firms in the market sell products via sales representatives, whereas some do the same through retailers, independent and chain drug stores and pharmacies, upscale perfumeries, department stores and beauty salons. These companies also operate through retailer websites, third-party distributors and in-flight and duty-free shops. Some products offered by industry participants include moisturizers, serums, toners and cleansers under skincare; perfume sprays, candles and soaps under fragrance; lipsticks, mascaras, powders, eye shadows, foundation and nail polishes under makeup; and shampoos, conditioners and hair color products under hair care.
Trends Shaping the Future of the Cosmetics Industry Innovation and Digitalization Driving Growth: Innovation and digitalization remain key growth drivers in the beauty and skincare market. Consumers are increasingly seeking differentiated products that combine advanced technology with science-backed formulations, prompting companies to continuously innovate and expand their offerings. Rising demand for clean, organic and wellness-focused beauty products is further supporting industry growth. Enhancing e-commerce capabilities remains a major focus, with virtual try-ons, seamless digital payment solutions and data-driven marketing helping brands improve customer engagement. In addition, strategic acquisitions and partnerships are enabling companies to broaden product portfolios and strengthen their competitive positioning.
Strong Demand for Skincare & Makeup: Demand for skincare and makeup products continues to support growth across the cosmetics industry. Consumers remain focused on self-care, wellness and personalized beauty solutions, driving interest in skincare products and daily beauty routines. Makeup demand also remains healthy, supported by product innovation, social media influence and evolving consumer preferences. In addition, fragrance and haircare categories are experiencing solid momentum, fueled by premiumization trends and new product launches. These trends are expected to continue creating growth opportunities for cosmetics companies.
Challenging Economic Conditions: The cosmetics industry continues to face challenges amid an uncertain macroeconomic environment. Ongoing trade tensions, cautious consumer spending and uneven retail inventory trends are influencing demand across several markets. While beauty products have generally demonstrated resilience, consumers remain value conscious and are increasingly selective in their discretionary purchases. At the same time, companies are facing higher costs for ingredients, packaging materials, logistics and promotional activities, which may pressure profit margins. Additionally, evolving trade policies and potential supply-chain disruptions could further increase costs and affect pricing strategies, creating a challenging and competitive operating environment.
Zacks Industry Rank Indicates Bright Prospects The Zacks Cosmetics industry is housed within the broader Zacks Consumer Staples sector. The industry currently carries a Zacks Industry Rank #107, which places it in the top 43% of more than 247 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates solid near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
The industry’s position in the top 50% of the Zacks-ranked industries leads to a positive aggregate earnings outlook for the constituent companies. Since the beginning of April 2026, the industry’s consensus estimate for current financial-year earnings has increased 17%.
Before we present a few stocks that you may want to consider for your portfolio, let’s look at the industry’s recent stock market performance and valuation picture.
Industry vs. Broader Market The Zacks Cosmetics industry has underperformed the S&P 500 composite and the broader Zacks Consumer Staples sector over the past year.
The industry has moved down 3.2% over this period, against the S&P 500 and the broader sector’s increase of 29.9% and 0.2%, respectively.
One-Year Price Performance
Industry's Current Valuation Based on the forward 12-month price-to-earnings (P/E), which is commonly used to value consumer staples stocks, the industry is currently trading at 20.19X compared with the S&P 500’s 21.76X and the sector’s 16.91X.
In the past five years, the industry has traded as high as 40.47X and as low as 20.19X, with the median being 28.81X, as the chart below shows.
Price-to-Earnings Ratio (Past Five Years)
4 Cosmetic Stocks Worth Considering The Estee Lauder Companies: This Zacks Rank #2 (Buy) company manufactures and markets skincare, makeup, fragrance and hair care products through a portfolio of premium beauty brands. The company is focused on restoring profitability and driving long-term growth through its Profit Recovery and Growth Plan. EL’s “Beauty Reimagined” strategy is aimed at strengthening its position as a consumer-centric prestige beauty company by enhancing innovation, expanding across high-growth markets and digital channels, and improving operational efficiency. With a strong online presence, continued product innovation and investments in technology and data capabilities, the company remains focused on increasing agility, streamlining operations and supporting sustainable long-term growth. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for EL’s current fiscal-year earnings per share (EPS) has remained unchanged in the past 30 days at $2.41. The stock has gained 17.1% in the past year.
Price and Consensus: EL
Helen of Troy: This provider of consumer products across the Beauty, Housewares and Health & Home segments carries a Zacks Rank #2. Helen of Troy focuses on strengthening its leadership brands through strategic investments in innovation, marketing and consumer engagement. The company is pursuing initiatives to enhance operational efficiency, improve supply-chain capabilities and support long-term growth. Through a data-driven and consumer-centric approach, it aims to strengthen brand fundamentals and drive market share gains. Helen of Troy is also expanding its international presence while investing in digital and e-commerce capabilities, positioning the business to capitalize on evolving consumer trends and create sustainable long-term value.
The Zacks Consensus Estimate for Helen of Troy’s current fiscal-year EPS has remained unchanged in the past 30 days at $3.44. The stock has risen 8.4% in the past year.
Price and Consensus: HELE
Nu Skin: This Zacks Rank #3 (Hold) company develops and distributes a broad portfolio of beauty, personal care and wellness products. Nu Skin is focused on expanding its global presence through innovation, digital capabilities and customer engagement initiatives. The company continues to strengthen its brand portfolio with science-based products while leveraging technology to enhance personalized beauty and wellness solutions. Nu Skin is also pursuing opportunities in emerging markets through localized products and tailored business strategies designed to meet evolving consumer preferences. Supported by its direct-selling model, product innovation and ongoing investments in technology and operational efficiency, the company remains focused on driving long-term sustainable growth.
The Zacks Consensus Estimate for NUS’ current fiscal-year EPS has remained unchanged at $1.00 in the past 30 days. Shares of Nu Skin have declined 35% in the past year.
Price and Consensus: NUS
e.l.f. Beauty: This Zacks Rank #3 company offers a broad range of cosmetics and skincare products with a strong focus on delivering high-quality beauty products at accessible price points. e.l.f. Beauty has built a differentiated position through its value-driven proposition, combining affordability with innovation and strong consumer engagement. The company continues to support growth through digital capabilities, community-led marketing and a portfolio of complementary beauty brands. The company is also expanding its international presence, broadening distribution and strengthening reach across key markets. With a focus on inclusivity, product innovation and brand-building, e.l.f. Beauty remains well positioned to capitalize on long-term opportunities in the global beauty industry.
The Zacks Consensus Estimate for ELF’s current fiscal-year EPS moved down 8.6% in the past 30 days to $3.30. e.l.f. Beauty’s stock has fallen 46.7% in the past year.
e.l.f. Beauty (ELF - Free Report) ended the recent trading session at $62.28, demonstrating a -6.95% change from the preceding day's closing price. This change lagged the S&P 500's daily loss of 1.22%. Meanwhile, the Dow experienced a drop of 0.98%, and the technology-dominated Nasdaq saw a decrease of 1.35%.
The stock of cosmetics company has risen by 26.33% in the past month, leading the Consumer Staples sector's gain of 1.54% and the S&P 500's gain of 1.56%.
The upcoming earnings release of e.l.f. Beauty will be of great interest to investors. The company's upcoming EPS is projected at $0.73, signifying a 17.98% drop compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $424.39 million, up 19.97% from the prior-year quarter.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $3.3 per share and revenue of $1.86 billion, indicating changes of +5.43% and +13.47%, respectively, compared to the previous year.
It is also important to note the recent changes to analyst estimates for e.l.f Beauty. Recent revisions tend to reflect the latest near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 1.35% downward. e.l.f. Beauty currently has a Zacks Rank of #3 (Hold).
In terms of valuation, e.l.f. Beauty is presently being traded at a Forward P/E ratio of 20.26. This signifies no noticeable deviation in comparison to the average Forward P/E of 20.26 for its industry.
It is also worth noting that ELF currently has a PEG ratio of 2.01. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As of the close of trade yesterday, the Cosmetics industry held an average PEG ratio of 0.78.
The Cosmetics industry is part of the Consumer Staples sector. Currently, this industry holds a Zacks Industry Rank of 107, positioning it in the top 44% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these 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.
ROSWELL, Ga.--(BUSINESS WIRE)--SiteOne Landscape Supply, Inc. (the “Company” or “SiteOne”) (NYSE: SITE), extends a reminder to investors, analysts, and other stakeholders that it will host its 2026 Investor Day on June 23-24, 2026.
The formal presentation will begin at 8:00 a.m. ET on June 24 and will provide a comprehensive update on SiteOne’s performance, strategic priorities, and long-term initiatives, including additional detail on market opportunities, growth strategy, and the Company’s operating model.
Webcast Information
A live webcast of the formal presentation, along with related materials, will be available through the Investor Relations section of the SiteOne website at https://investors.siteone.com, or via the direct event link at SiteOne 2026 Investor Day.
A replay of the webcast and presentation materials will be made available following the event.
For additional information, please contact the SiteOne Investor Relations team at [email protected].
About SiteOne Landscape Supply, Inc.
SiteOne Landscape Supply, Inc. (NYSE: SITE), is the largest and only nation-wide full product line wholesale distributor of landscape supplies in the United States and has an established presence in Canada. Its customers are primarily residential and commercial landscape professionals who specialize in the design, installation and maintenance of lawns, gardens, golf courses and other outdoor spaces. https://www.siteone.com/
NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Doximity, Inc. (“Doximity” or the “Company”) (NYSE: DOCS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Doximity and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 13, 2026, Doximity issued a press release announcing its fourth quarter and fiscal year 2026 financial results. Among other items, Doximity guided for full-year revenue in the range of $664 million to $676 million, compared to estimates of $687.04 million, and adjusted EBITDA of $323 million to $335 million. Doximity’s management highlighted AI cost pressure, with the Company’s vice president of investor relations citing gross margin impact “driven by AI compute costs” and CEO Jeff Tangney warning that higher AI investment will “weigh on near-term margins.”
On this news, Doximity’s stock price fell $5.38 per share, or 23%, to close at $18.01 per share on May 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Doximity (DOCS - Free Report) ended the recent trading session at $20.89, demonstrating a +1.02% change from the preceding day's closing price. The stock outpaced the S&P 500's daily loss of 0.57%. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw a decrease of 1.15%.
The stock of medical social networking site has risen by 5.62% in the past month, leading the Medical sector's gain of 4.28% and the S&P 500's gain of 2.14%.
Analysts and investors alike will be keeping a close eye on the performance of Doximity in its upcoming earnings disclosure. The company's upcoming EPS is projected at $0.29, signifying a 19.44% drop compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $151.7 million, indicating a 3.97% upward movement from the same quarter last year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $1.39 per share and a revenue of $670.18 million, representing changes of -8.55% and +3.93%, respectively, from the prior year.
Any recent changes to analyst estimates for Doximity should also be noted by investors. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. At present, Doximity boasts a Zacks Rank of #5 (Strong Sell).
From a valuation perspective, Doximity is currently exchanging hands at a Forward P/E ratio of 14.89. This represents a discount compared to its industry average Forward P/E of 24.48.
It is also worth noting that DOCS currently has a PEG ratio of 2.12. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. DOCS's industry had an average PEG ratio of 1.89 as of yesterday's close.
The Medical Info Systems industry is part of the Medical sector. Currently, this industry holds a Zacks Industry Rank of 173, positioning it in the bottom 30% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow DOCS in the coming trading sessions, be sure to utilize Zacks.com.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Doximity and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 13, 2026, Doximity issued a press release announcing its fourth quarter and fiscal year 2026 financial results. Among other items, Doximity guided for full-year revenue in the range of $664 million to $676 million, compared to estimates of $687.04 million, and adjusted EBITDA of $323 million to $335 million. Doximity's management highlighted AI cost pressure, with the Company's vice president of investor relations citing gross margin impact "driven by AI compute costs" and CEO Jeff Tangney warning that higher AI investment will "weigh on near-term margins."
On this news, Doximity's stock price fell $5.38 per share, or 23%, to close at $18.01 per share on May 14, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Urban Outfitters NASDAQ: URBN was identified through one of MarketBeat's premier stock analysis tools.
Urban Outfitters Today
URBN
Urban Outfitters
$76.42 0.00 (0.00%)
As of 06/18/2026 04:00 PM Eastern
52-Week Range$59.53▼
$84.35P/E Ratio14.67
Price Target$87.18
The Golden Crossovers screen highlights stocks whose moving averages indicate a potential shift in market momentum. A Golden Cross occurs when a stock's short-term moving average rises above its longer-term moving average—a technical signal that many investors interpret as the beginning of a sustained upward trend.
Urban Outfitters has been in the midst of this signal for years. Emerging in 2023, the original Golden Cross was unusual in that it involved not two but three critical exponential moving averages (EMAs), resulting in a sustained uptrend. The story as of mid-2026 is that the trend is intact and the market is rebounding in a textbook trend-following entry, with its own Golden Cross. This time, the cross is only two EMAs, but no less strong, given the price action preceding it and the forces that underlie it.
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Urban Outfitters Accelerates in Q1: Momentum BuildsUrban Outfitters had a solid Q1 earnings report, outperforming on both the top and bottom lines, driven by strength across brands and channels. Revenue of $1.48 billion grew by more than 11%, accelerating sequentially and year over year, setting a company record. The strength was underpinned by digital and Nuuly, the company’s fashion rental business. Nuuly is surprisingly strong, enabling consumers to rent apparel at a fixed monthly rate. The benefits to Urban Outfitters are a growing, visible, recurring revenue stream and higher margins.
Margin and profitability are central to URBN’s stock price outlook. The company is widening margins as revenue growth accelerates, driving better-than-expected profitability and cash flow. Outperformance was logged in earnings, but the critical details were cash flow, free cash flow, and the capital returns they enable. Free cash flow allowed a 5% year-over-year reduction in average Q1 share count and is expected to remain solid in upcoming quarters.
Urban Outfitters’ balance sheet reflects its strength and cash flow. Q1 highlights include a slight reduction in cash and equivalents, offset by increases in inventory, current and property. Liabilities also increased but only marginally, leaving equity up despite the aggressive buybacks. Equity increased by more than 800 basis points, putting total liabilities well below 1X and the business in fortress-like condition. Looking ahead, unencumbered free cash flow will likely be focused toward additional buybacks.
URBN: Near-term Headwinds Provide Volatility in Early 2026Robust as Urban Outfitters’ business and capital return outlook are, there are risks for investors to be aware of. The technical risk is a resistance point at $80. The market has failed to cross the level twice, once in Q4 2025 and then again at year’s end/New Year 2026, and may fail to do so again. In this scenario, URBN stock is range-bound, with a top near $80 and a bottom near $60, and is likely to continue moving sideways until later in the year. However, analysts indicate a move to new highs, so a more bullish result is likely.
Analysts' mixed response to URBN’s Q1 release is another risk, but one with less-than-bearish implications. The four analyst revisions MarketBeat tracked following the report include a reaffirmed target below consensus and a reduced target. However, one price target reduction to $100 merely lowered the high end, still forecasting nearly 30% of upside and a fresh all-time high. A move to the $87.18 consensus, which is trending higher in 2026, would also sufficient to set a fresh all-time high.
Institutional activity also aligns with URBN’s volatility in 2026. While the group bought throughout 2025, pushing price action to record levels, they reverted to selling in Q1 2026, helping cap gains. Early indications suggest they reverted to accumulation in Q2, helping to support prices and limit downside risk. The likely outcome is that this group continues to buy on dips but may not chase price action to new highs until a new catalyst emerges.
Short-sellers are likewise a risk to near-term price action. MarketBeat data reveals a moderately high 12% short interest as of early June, sufficient to limit upside in the absence of a strong bullish catalyst. The risk is that they sell into the market, capping gains at the $80 level. Catalysts for short-covering would include sustained strength, accelerating growth, margin gains, buybacks, and a move in URBN stock above $80.
Urban to $100: An Easy Move Once Fresh Highs Are SetUrban’s move to $100 is all but assured; the signs suggest it is only a matter of time as growth, cash flow, capital returns, and sell-side sentiment strengthen. Technical indications suggest $100 is a base-case target; the existing range is worth $20, and $20 projected from $80 is $100. The Bull Case scenario suggests this market can advance by more than 30% in the near to mid-term and then continue rallying.
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Despite economic headwinds and geopolitical tensions, equities have performed fairly well so far this year. The S&P 500 is up by a solid 8% to date. Some companies are doing an even more impressive job of overcoming all the challenges and volatility. Consider these three stocks that have left broader equities in the dust this year: Moderna (MRNA +3.50%), Krystal Biotech (KRYS +1.87%), and Advanced Micro Devices (AMD +5.27%). Despite their strong performances this year, these companies are still worth investing in.
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1. Moderna Moderna, the famous vaccine maker that was one of the leaders in the coronavirus market, is making significant progress toward important new approvals. The company is inching closer to earning the green light for its influenza vaccine, mRNA-1010. This product could help address an unmet market need, as the low effectiveness of current flu vaccines leaves many patients -- particularly the elderly, whom Moderna is targeting with mRNA-1010 -- at risk of severe cases of the disease and hospitalization. An approval here would be an important step forward for the vaccine maker.
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The company expects several other catalysts over the next two years, including the launch of its norovirus vaccine and several data readouts. Moderna's pipeline includes several highly promising candidates. One of them is mRNA-4157, an investigational personalized cancer vaccine currently undergoing several phase 2 and phase 3 studies. Over the next few years, Moderna could make significant clinical and regulatory progress while also posting much stronger financial results. That's why, even though its shares are up 100% this year, it could still deliver solid returns over the next decade.
2. Krystal Biotech Krystal Biotech is performing well thanks to Vyjuvek, a medicine for a rare disease called dystrophic epidermolysis bullosa (DEB). This genetic condition leads to extremely fragile skin. Patients with DEB get painful blisters from otherwise minor friction. Vyjuvek, a gene therapy for DEB, was the first medicine to be approved by the U.S. Food and Drug Administration for this disease. It has helped Krystal Biotech generate rapidly growing revenue and earnings. The drugmaker is on an 11-quarter streak of positive earnings per share, which is fairly impressive for a biotech company of this size with only a single product on the market.
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The good news is that Krystal Biotech still has a large addressable market to tap into with Vyjuvek, as it continues to expand to new regions in Europe and elsewhere. Expect the company's top line to continue moving in the right direction for the foreseeable future. Further, Krystal Biotech boasts over half a dozen pipeline candidates, and we should see clinical trial data for at least some of them over the next few years. Between the strong performance of its leading product, Vyjuvek, and potential clinical catalysts that could lead to brand-new approvals, Krystal Biotech looks likely to continue beating the market. The stock is up 38% this year. But it's not too late to buy.
3. Advanced Micro Devices Shares of AMD have soared by 129% year to date. The company is posting strong financial results, but that's only part of the story. AMD looks increasingly attractive as a pick to capitalize on the rapidly growing artificial intelligence (AI) field. Here are two reasons why. First, AMD is a leader in the server CPU (Central Processing Unit) market. As we move into the world of agentic AI -- self-directed systems that can work toward a goal with limited human intervention -- CPUs will become increasingly more important. That puts AMD, whose EPYC processors are among the market leaders, in a great position. Note that Nvidia (NVDA +3.08%) has argued that we could be looking at a $200 billion CPU total addressable market due to the rise of agentic AI, a number that dwarfs AMD's trailing-12-month revenue of $37.5 billion.
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Second, AMD has been gaining ground on one of its biggest competitors in its niche, Intel (INTC +10.75%). In the first quarter, AMD's share of the desktop CPU market was 33.2%, up about 5% from the same period in the previous fiscal year. AMD also had a 46.2% revenue share, a record for the company and clear evidence of its stronger pricing power. These factors suggest that AMD can continue riding the AI wave for a while, making it a top stock to buy now, even after its impressive run this year.
