When a Sequoia Capital partner compares a freshly public stock to NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) three years ago, investors pay attention. That is exactly what Sean MacGuire did on CNBC this week, arguing that “SpaceX right now is more like Nvidia three years ago than Tesla.” He went further on his personal positioning, adding, “Me as an individual, I’m going to hold my shares forever.”
NVIDIA traded at $42.69 on June 16, 2023 and closed at $204.40 on June 12, 2026. MacGuire is telling viewers that SpaceX is sitting at the same kind of inflection.
The Newly Public SpaceX Trade SpaceX (NASDAQ:SPCX) made its market debut on Friday, June 9, 2026, and the tape has been hot. Shares added more than $400 billion in market value yesterday. They’re up another 13% today as of 1:00 p.m. ET. At its IPO price of $135, SpaceX was valued at $1.77 trillion. Today, shares are worth $2.85 trillion. That’s worth more than Amazon and only slightly behind Microsoft.
That valuation is being supported by a real, if early, financial engine. According to the company’s S-1, full-year 2025 revenue grew 33.2%, with the Connectivity segment alone adding $3.788 billion as Starlink subscribers expanded from 4.4 million to 8.9 million over the year. By the first quarter of 2026, subscribers had reached 10.3 million and Connectivity segment adjusted EBITDA hit $2,087 million for the quarter.
MacGuire has some reasons to believe the company could hit very outsized targets in the future.
MacGuire’s Inflection Thesis The current run rate is approximately $18.5 billion annually. MacGuire projects revenue could reach the hundreds of billions of dollars by 2030, a view that is his forecast rather than guidance from the company. He also said Q4 2026 should show nearly 200% year-over-year growth versus Q1 2026, driven by three converging catalysts:
Starship. The S-1 confirms SpaceX expects Starship to commence payload delivery to orbit in the second half of 2026, with milestones already including booster catch-and-reuse and in-space cryogenic propellant transfer. MacGuire characterized the program as already far along and “guaranteed to work,” a confidence level that remains his opinion. Orbital data centers. SpaceX is openly pursuing orbital AI compute at scale and AI chip manufacturing, though the S-1 cautions these initiatives are in early stages and may never reach commercial viability. Starlink direct-to-cell. Starship enables deployment of next-generation V3 satellites and direct-to-cell constellations, expanding the addressable market beyond rooftop terminals. Why The NVIDIA Comparison Has Teeth NVIDIA’s last reported quarter showed why the analogy is provocative. Q1 FY2027 revenue hit $81.61 billion, up 85.2% year over year, with Data Center revenue of $75.25 billion growing 92%, per the company’s SEC filing. Non-GAAP gross margin expanded to 75.0%, and the company guided Q2 to $91.0 billion. NVIDIA now carries a market cap near $5.1 trillion at a forward P/E of 23x. In short, NVIDIA is not longer ‘priced for extreme growth,’ but has been growing faster than SpaceX in recent quarters and is significantly larger.
The bull case MacGuire is articulating: SpaceX owns the launch monopoly, the satellite broadband leader, and an emerging AI infrastructure layer in orbit, all wrapped into one platform business at a moment when the next leg of capex is finally beginning to inflect revenue. NVIDIA may have captured the majority of value in the first wave of AI, but McGuire’s thesis is that SpaceX will capture a brand new opportunity in the next.
The Risks Behind The Hold-Forever Conviction Investors should treat the hold-forever line and the hundreds-of-billions revenue figure as one prominent VC’s conviction call, not company guidance. SpaceX itself flags substantial execution risk on Starship reusability, regulatory cadence, and unproven markets like lunar logistics and orbital compute. The S-1 also discloses a 2025 net loss of $4,937 million as R&D and depreciation ramped.
Reddit sentiment on SPCX is currently 44.80 (Neutral) weekly, with top posts already debating whether the IPO is “literally free money.” That is the kind of retail enthusiasm that often greets generational-comparison trades. Whether SPCX really becomes the next NVIDIA depends on Starship payload delivery hitting the back half of 2026 on schedule. That is the single milestone worth tracking next.
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (NVDA 2.16%) with its graphics processing units (GPUs) and Alphabet (GOOGL +1.10%) (GOOG +1.09%) with its Tensor Processing Units (TPUs). The success of both is undeniable, as they are the two largest companies in the world by market cap as of this writing.
Let's examine both AI stocks to see which one looks like the better one to own over the next five years.
Image source: The Motley Fool.
Nvidia: The AI infrastructure king Nvidia has been the biggest winner of the AI infrastructure boom thus far, and it remains incredibly well positioned for the future. The company has created a wide moat in AI model training through its CUDA software platform, as most early foundational AI code was written on its software and optimized for its chips. Given this, its dominant position in this market is unlikely to be seriously tested.
The growth it has seen as a result of this has just been staggering. For its first quarter of fiscal year 2027 (ended April 2026), Nvidia grew its revenue by a robust 85% to $81.6 billion. What is even more impressive is that its revenue has grown by more than 11 times in the past three years, from $7.2 billion in fiscal Q1 2024. While its GPUs have led the way with this growth, its data center networking business has actually been its fastest-growing product line, with revenue nearly tripling last quarter to $15 billion.
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Nvidia hasn't been sitting still, and that is one of the big reasons why the company is so well positioned for the future. Seeing the rise of the market for inference, the company smartly "acquired" Groq, whose chips are nicely designed to handle the decode phase of inference. In addition, it has also designed its own Arm-based central processing units (CPUs) to help handle agentic AI. Together with its robust networking portfolio and CUDA ecosystem, it can now offer end-to-end server solutions to handle specific AI tasks, including training, inference, and agentic AI.
Nvidia is no longer just a GPU designer; it is now a complete AI infrastructure player.
Alphabet: The complete AI company Alphabet is obviously much more than a chipmaker; the company is best known for its Google search engine. However, it is its custom TPU AI accelerators that have given the company a big advantage in the AI race.
TPUs are ASICs (application-specific integrated circuits), which are hardwired chips designed to handle specific tasks. They cannot be reprogrammed like GPUs, but they can offer strong performance at a lower cost and tend to be more energy efficient. Alphabet developed its TPUs with the help of Broadcom more than a decade ago and has optimized its entire hardware and software stack around them.
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Alphabet is benefiting from its TPUs in a few ways. The first is that they offer a significant cost advantage over competitors that rely on Nvidia's GPUs for both AI model training and inference. Second, it gives the company a cost edge in its cloud computing segment, where it can also offer customers not only Nvidia GPU-powered infrastructure but also cheaper TPU-powered offerings that carry higher margins. Finally, Alphabet has also let a few select customers, most notably Anthropic, purchase its TPUs directly from Broadcom for deployment within and outside Google Cloud, giving it a new high-margin revenue stream.
The verdict Whether Nvidia or Alphabet stock outperforms over the next five years could largely depend on how high AI infrastructure spending soars. While Nvidia is starting to see more legitimate competitors in areas like inference, I think it still takes a big share of the pie. Meanwhile, at a forward P/E of 16 times for fiscal 2028 (ending January 2028), the stock is relatively cheap.
However, Alphabet has an advantage with a complete AI stack, and if AI infrastructure overspending occurs, it can rent it to others or use it internally. Also, if AI infrastructure spending moderates, it is likely to be a winner because it has been one of the big spenders, and reducing capital expenditures (capex) will boost its free cash flow.
I like both stocks here, but I think Alphabet probably has a more durable model and could be a winner if AI capex moderates, giving it a slight edge.
The artificial intelligence (AI) revolution has made Nvidia (NVDA 2.16%) the world's largest public company at a market cap of approximately $5 trillion today. That's a share price of $205, thanks to stock splits. But despite Nvidia's historic run these past several years, there could be more upside ahead.
How much? Wall Street analysts have 12-month price targets as high as $743 per share. It's a lofty number to say the least. That's more than triple today's stock price, and would value Nvidia at over $15 trillion, an unprecedented valuation.
Here's a look at what's likely driving these ambitious price targets, and how likely Nvidia stock is to actually reach $700 per share over the coming year.
Image source: The Motley Fool.
The Vera Rubin boom is coming Nvidia's business is at an exciting threshold right now. The company's next-generation AI chip platform, Vera Rubin, is in full production and poised to start shipping in the coming months. Vera Rubin consists of six total chips that combine to create an AI supercomputer designed for agentic AI and inference workloads. It also expands Nvidia's chip footprint across the server rack. It's a significant growth catalyst at a time when the AI industry is moving from training to inference.
NVDA Revenue (TTM) data by YCharts
CEO Jensen Huang has said that Nvidia expects $1 trillion in total orders between Vera Rubin and its current-generation flagship architecture, Grace Blackwell, by 2027. Such a large pipeline points to tremendous revenue growth ahead for Nvidia, which generated $253.5 billion in total sales over the past 12 months.
Why the price target isn't the point
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Sure, Nvidia stock could reach $700 over the next year, but that depends a lot on its valuation.
Nvidia trades at 20 times its trailing 12-month sales, and that ratio would need to increase significantly to get shares to $700 over the next year, even with all that projected growth ahead. The stock has traded at higher multiples on its sales before, but that's harder for a stock to sustain as the numbers grow larger. It seems that $700 per share is definitely doable, but probably not in the next 12 months.
But that shouldn't be the primary focus. Price targets are eye-catching, but investors should instead concentrate on the company's broader direction. Nvidia is about to enter yet another growth phase as Vera Rubin begins impacting sales over the next several quarters. That's probably why 94% of the 69 Wall Street analysts surveyed by CNN Business rate the stock as a buy today. Wall Street isn't always right, but in Nvidia's case, the future still looks plenty bright enough to buy the stock.
CoreWeave is rated a Strong Buy, driven by exceptional demand, a $99.4B backlog, and a unique NVIDIA partnership. CRWV's forward EV/S of 6.93 is deeply discounted versus peer Nebius at 17.34, supporting a price target of $266.78—150% upside. NVIDIA's 11% stake, priority hardware access, and unsold GPU capacity backstop de-risk CRWV's growth and capital deployment.
Since the dawn of artificial intelligence (AI) in early 2023, Nvidia (NVDA 2.16%) has emerged as the de facto poster child for the space. The company's graphics processing units (GPUs), which were originally designed to create lifelike images in video games (ergo the name), have been repurposed to provide the sheer number-crunching capabilities needed to train and run AI models.
During that time, Nvidia's financial results have been on quite a tear, with a 1,250% increase in revenue and a 4,000% jump in net income. These blistering financial results have driven the stock up 1,320%, enriching shareholders along the way. Indeed, some investors have begun to wonder if the remaining upside is limited, especially since Nvidia is already the world's largest public company with a market cap of $5 trillion (as I write this).
However, Nvidia claims to have clear visibility into its sales over the coming two years, and the numbers are staggering.
Image source: Getty Images.
The data center is driving this train While Nvidia's GPUs are the face of the company's success, it's the company's comprehensive, full-stack approach that has kept the competition at bay. Nvidia combines its processors with a host of accessories and software that ensure optimal performance from its industry-leading GPUs.
The company has mastered the concept of parallel processing, a technique for subdividing large computational tasks into smaller, more manageable tasks, which are then assigned to multiple cores and processed in parallel by the GPU. This accelerates intensive workloads, completing them more quickly than would otherwise be possible. This is the "secret sauce" that has enabled AI to thrive and fueled Nvidia's epic run.
Currently, the vast majority of AI processing takes place in the data center. This has, in turn, fueled the ongoing data center boom, with spending expected to reach $7 trillion by 2030, according to McKinsey & Company. Not surprisingly, Nvidia commands a significant share of the data center GPU space. While estimates vary, the company controls between 85% and 92% of the market.
Nvidia CEO Jensen Huang has made no secret about what's to come over the next couple of years, and the implications are clear. Huang said:
We have $500 billion dollars' worth of visibility. And at this point, at this point, with another 21 more months to go to the end of (calendar) 2027, we already have high confidence, high confidence visibility of $1 trillion plus of Blackwell and Rubin, not anything else, just Blackwell and Rubin.
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Fun with numbers Using Huang's forecast as a starting point, we can run the numbers to estimate Nvidia's stock price by the end of next year.
For its fiscal 2027 first quarter (ended April 26), the company generated record revenue of $81.6 billion, up 85% year over year. This suggests that Nvidia expects to generate the remaining $918 billion over the next seven quarters.
Running the numbers reveals it will take roughly 12% sequential growth in each of the next seven quarters to generate total revenue of $1 trillion over two years. Mathematically, Nvidia would generate revenue of roughly $389 billion in 2026 and $611 billion in 2027. That works out to 80% growth this year and 57% next year, which isn't hard to imagine, given the 85% growth it delivered in the first quarter.
Nvidia currently has a market cap of $5 trillion and a forward price-to-sales (P/S) ratio of 20 (as of this writing). If its P/S ratio remains constant, and if Nvidia were to generate revenue of $611 billion in 2027 -- which isn't a given -- its stock price could jump 138% to $506 per share. That would push the company's market cap to roughly $12.3 trillion.
Don't take my word for it. Beth Kindig, founder and lead tech analyst at the I/O Fund, has done the math and believes Nvidia will be a $20 trillion company by the end of the decade.
The key reason that Nvidia can reach a $20 trillion market cap by 2030 is because the company is moving its GPU generation cadence to a rapid 12-18 month cycle compared to custom silicon, which is typically on a 3-5 year cycle.
The company's relentless research and development cycle has been the driver that has kept Nvidia ahead of the competition in the race to dominate AI -- and its reign is likely just beginning.
The usual caveats Just to reiterate, this is all fun with numbers, but it helps to illustrate that there's a long runway of growth ahead for Nvidia. Furthermore, any changes to the underlying assumptions could drastically alter the outcome.
Rivals are working feverishly to capture their share of this sizable opportunity. This comes in the form of rival GPUs, Application-Specific Integrated Circuits (ASICs), and more. That said, even if Nvidia doesn't reach that lofty benchmark next year, its growth trajectory is hard to deny.
Moreover, at just 23 times forward earnings and 16 times next year's expected earnings, Nvidia is a bargain. The accelerating adoption of AI and the company's long track record make it clear that Nvidia is an opportunity investors shouldn't sleep on.
American Airlines (AAL - Free Report) closed the most recent trading day at $15.71, moving +1.62% from the previous trading session. This change outpaced the S&P 500's 0.57% loss on the day. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw a decrease of 1.15%.
The world's largest airline's shares have seen an increase of 25.08% over the last month, surpassing the Transportation sector's gain of 7.16% and the S&P 500's gain of 2.14%.
The investment community will be paying close attention to the earnings performance of American Airlines in its upcoming release. The company is forecasted to report an EPS of $0.06, showcasing a 93.68% downward movement from the corresponding quarter of the prior year. Alongside, our most recent consensus estimate is anticipating revenue of $16.68 billion, indicating a 15.88% upward movement from the same quarter last year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of -$0.07 per share and revenue of $61.94 billion. These totals would mark changes of -119.44% and +13.38%, respectively, from last year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for American Airlines. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical 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 62.97% increase. American Airlines currently has a Zacks Rank of #3 (Hold).
The Transportation - Airline industry is part of the Transportation sector. This group has a Zacks Industry Rank of 210, putting it in the bottom 14% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
The AT&T is displayed on the facade of one of its branches in Mexico City, Mexico September 10, 2025. REUTERS/Henry Romero Purchase Licensing Rights, opens new tab
June 16 (Reuters) - Telecom provider AT&T (T.N), opens new tab said on Tuesday Pascal Desroches will retire as CFO at the end of 2026 and that Jennifer Biry would succeed him.
Here are more details:
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Jennifer Biry, the former CFO of McAfee, is set to become AT&T's CFO at the start of 2027, according to a company filing.
Biry was appointed AT&T's deputy CFO on Monday.
She has held a senior-level positions at AT&T since 1999 in finance, sales and strategy.
She also served as CFO of WarnerMedia from 2020 to 2022 when it was an AT&T unit
Desroches, whose retirement is effective December 31, joined AT&T in 2021, leading cost cuts, balance sheet simplification and major 5G and fiber investments
Reporting by Juby Babu in Mexico City and Sumit Saha in Bengaluru; Editing by Leroy Leo and Anil D'Silva
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Investors in 3M Company (MMM - Free Report) need to pay close attention to the stock based on moves in the options market lately. That is because the Jun 18, 2026 $65 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?Clearly, options traders are pricing in a big move for 3M shares, but what is the fundamental picture for the company? Currently, 3M is a Zacks Rank #3 (Hold) in the Diversified Operations industry that ranks in the Bottom 40% of our Zacks Industry Rank. Over the last 60 days, the Zacks Consensus Estimate for the current quarter has moved from $2.23 per share to $2.24 in that period.
Given the way analysts feel about 3M right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
Netflix (NFLX 3.59%), a streaming entertainment services provider, closed Tuesday at $78.72, down 3.61%. Shares moved lower as investors reacted to reports of failed and potential media acquisitions alongside legal headlines. They are scrutinizing how future deal-making and litigation could affect cash deployment and strategy.
Trading volume reached 64.4 million shares, coming in about 68% above its three-month average of 38.2 million shares. Netflix IPO'd in 2002 and has grown 65,697% since going public.
How the markets moved todayThe S&P 500 (^GSPC 0.57%) fell 0.57% to 7,511, while the Nasdaq Composite (^IXIC 1.15%) lost 1.15% to finish at 26,376. Among entertainment industry peers, Walt Disney (DIS 0.40%) closed at $101.28, down 0.40%, and Warner Bros. Discovery (WBD 0.86%) ended at $26.6, slipping 0.86% as investors reassessed streaming competition and consolidation.
What this means for investorsInvestors seemed pleased earlier this year when Netflix declined to participate in a bidding war for Warner Bros. Discovery, allowing Paramount Skydance (PSKY 1.81%) to acquire that media giant. But new reports that Netflix was also interested in buying Roku (ROKU 2.09%) before being outbid by Fox (FOX 4.01%) seem to have raised investor concerns.
Warner Bros. was billed by Netflix management as a “nice to have” property, making it seem smart not to participate in the bidding process. Netflix, in fact, pocketed a $2.8 billion breakup fee after Warner Bros. pivoted to Paramount’s bid.
Investors are now questioning its strategic position, though, if reports are true that it was also seeking to acquire Roku. Rumors that Netflix could also be looking at Lionsgate Studios (LION +13.85%) only exacerbated those concerns.
At the same time, Tyra Banks has initiated a defamation lawsuit against Netflix, adding to headline risk. That, and growing streaming competition, had Netflix stock sinking today.
Howard Smith has positions in Netflix, Roku, and Walt Disney and has the following options: short July 2026 $150 calls on Roku. The Motley Fool has positions in and recommends Netflix, Roku, Walt Disney, and Warner Bros. Discovery. The Motley Fool has a disclosure policy.
A pricey acquisition agreed to by two peers in the entertainment industry has left Netflix (NFLX 3.59%) in the cold, and Mr. Market punished the company for it on Tuesday. That, plus a media report stating that the video streaming giant tried but failed to buy the target company in that deal, pushed its stock down by nearly 4%.
Outfoxed? That acquisition was announced before market open Monday. Legacy media and entertainment company Fox Corporation is buying video streaming company Roku in a cash-and-stock deal valued at $22 billion.
Image source: Getty Images.
The deal has been approved by the boards of directors of both businesses and is anticipated to close in the first half of next year.
Compounding that, news site Semafor reported on Tuesday that Netflix also pursued Roku, but its advances were rebuffed. Quoting unidentified "people involved in the sale process," Semafor wrote that it was unclear how much Netflix had bid for the company, though one of its sources said its bid was below the $160-per-share price Fox offered.
Netflix has not yet made any official comment about the report.
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Opportunity cost If I were a Netflix shareholder, though, I'd be at least somewhat relieved that the company didn't spend a mountain of capital on a Roku deal.
Despite the obvious advantages of owning such a complementary asset, the regulatory path to approval would have been more challenging than that for Fox, even in the current climate that seems favorable for big media mergers. After all, Netflix is already a powerful presence in video streaming, and there would have been concerns about market dominance.
Meanwhile, Netflix might still be actively looking to expand. In the Semafor article, the news site said that the company is mulling a possible play for TV and film studio Lionsgate. Later in the day, however, Netflix denied this.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Netflix and Roku. The Motley Fool has a disclosure policy.
PURCHASE, N.Y.--(BUSINESS WIRE)--Mastercard Incorporated (NYSE: MA) today announced that its Board of Directors has declared a quarterly cash dividend of 87 cents per share. The cash dividend will be paid on August 7, 2026 to holders of record of its Class A common stock and Class B common stock as of July 9, 2026.
About Mastercard (NYSE:MA)
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re building a resilient economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Forward Looking Statements
Statements in this press release which are not historical facts are forward-looking and subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. When used in this press release, the words “believe”, “expect”, “could”, “may”, “would”, “will”, “trend” and similar words are intended to identify forward-looking statements. Forward-looking statements speak only as of the date they are made, and the company undertakes no duty to update any forward-looking statements made in this press release or to conform such statements to actual results or changes in the company’s expectations.
MasterCard (MA - Free Report) closed at $501.33 in the latest trading session, marking a +2.18% move from the prior day. The stock's performance was ahead of the S&P 500's daily loss of 0.57%. Elsewhere, the Dow gained 0.64%, while the tech-heavy Nasdaq lost 1.15%.
The stock of processor of debit and credit card payments has fallen by 3% in the past month, lagging the Business Services sector's gain of 0.13% and the S&P 500's gain of 2.14%.
Investors will be eagerly watching for the performance of MasterCard in its upcoming earnings disclosure. The company's upcoming EPS is projected at $4.76, signifying a 14.70% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $9.06 billion, indicating a 11.41% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates project earnings of $19.6 per share and a revenue of $36.99 billion, demonstrating changes of +15.23% and +12.8%, respectively, from the preceding year.
Investors should also take note of any recent adjustments to analyst estimates for MasterCard. 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.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
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. Over the past month, the Zacks Consensus EPS estimate has shifted 0% upward. MasterCard is holding a Zacks Rank of #3 (Hold) right now.
Investors should also note MasterCard's current valuation metrics, including its Forward P/E ratio of 25.03. This indicates a premium in contrast to its industry's Forward P/E of 10.55.
One should further note that MA currently holds a PEG ratio of 1.53. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Financial Transaction Services industry currently had an average PEG ratio of 0.77 as of yesterday's close.
The Financial Transaction Services industry is part of the Business Services sector. At present, this industry carries a Zacks Industry Rank of 57, placing it within the top 24% of over 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.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Over 3,000 members now subscribe to the DCodex strategy service, with approximately $20 million in capital currently deployed through the system — all transactions publicly verifiable in real time via the DCodex DApp
SAN JOSE, Calif., June 16, 2026 (GLOBE NEWSWIRE) -- DCodex, a blockchain-based financial infrastructure company, today announced the official launch of DPay, a Visa-network-powered USDT commercial debit card designed to bridge on-chain crypto assets with real-world payment scenarios. The launch comes as DCodex's strategy service surpasses 3,000 subscribed members, with approximately $20 million in capital currently deployed through the system, which recorded a 13% return for the most recent monthly period with a 93.7% execution success rate.
Key Highlights
Subscribed Members: 3,000+Capital Deployed Through the Strategy System: approximately $20 millionMost Recent Monthly Return: 13%Strategy Execution Success Rate: 93.7%Community Partners: 38 YouTubers, 50 communities across Asia, Africa, Europe, and the AmericasOn-Chain Transparency: All transaction data publicly verifiable in real time via the DCodex DApp Full On-Chain Transparency: Every Transaction, Every Day
In a market where self-reported performance data is common and difficult to verify, DCodex takes a fundamentally different approach. Every transaction executed by the DCodex MEV engine is recorded on-chain and accessible to any user in real time through the DCodex DApp. Daily transaction logs, execution records, and strategy performance data are openly available — requiring no trust in the company's own reporting.
"We do not ask anyone to trust our numbers," said a DCodex spokesperson. "Every trade is on-chain. Open the DApp and verify it yourself. That is the only standard that matters in this industry."
DPay: From On-Chain Profits to Real-World Spending
DPay is a Visa Business System-powered USDT commercial debit card that allows users to spend cryptocurrency directly at any Visa-accepting merchant worldwide — without manual conversion. The card supports higher daily spending limits and ATM withdrawal thresholds compared to standard consumer cards, making it suitable for high-frequency transactions and global capital circulation.
DPay completes the DCodex capital circulation loop: the strategy system generates on-chain returns, which subscribed members can now deploy directly in real-world spending through DPay — without ever leaving the ecosystem.
Strategy System Performance
DCodex's proprietary strategy engine — comprising a strategy recognition layer, execution engine layer, and security assurance layer — recorded a 13% return for the most recent monthly period with a 93.7% execution success rate. The system operates on a non-directional model that does not rely on predicting market trends, generating returns through arbitrage and liquidation-related opportunities across decentralized markets.
All transactions execute through a private mempool to prevent front-running, with multi-path simulation and backtesting mechanisms to minimize failed transaction risk. The system operates continuously and all activity remains publicly verifiable on-chain.
Global Community: Four Continents, 50 Communities, 38 Content Creators
DCodex's global community infrastructure now spans four continents, with over 38 YouTube content creators and 50 active communities across Asia, Africa, Europe, and the Americas collectively driving awareness and user growth. In the past month alone, DCodex conducted on-the-ground community events in seven countries: Vietnam, South Korea, Japan, China, Singapore, Spain, and Germany.
This distributed community model — built on organic creator partnerships rather than centralized marketing spend — reflects DCodex's strategy of grassroots ecosystem growth ahead of institutional-scale expansion.
About DCodex
DCodex is a blockchain-based financial infrastructure company specializing in strategy-driven on-chain arbitrage and crypto payment solutions. With over 3,000 subscribed members, approximately $20 million in capital deployed through its strategy system, and a globally distributed community across four continents, DCodex delivers a fully integrated financial ecosystem: strategy-based returns, asset management, and real-world payment utility through DPay.
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If you have $2,500 to put into payments networks today, the choice between Visa (NYSE:V | V Price Prediction) and Mastercard (NYSE:MA) is sharper than usual.
Both just posted Q1 FY2026 results that beat estimates, both leaned on resilient cross-border spending, and both rolled out new platforms aimed at agentic commerce and stablecoins. The businesses, however, are pulling in different directions.
Cross-Border Strength Carried Both, But the Mix Differs Visa’s quarter, reported January 29, 2026, delivered net revenue of $10.90 billion, up 14.6% year over year, with non-GAAP EPS of $3.17. The standout line was Data Processing Revenue at $5.544 billion, up 17%, which is the network’s highest-margin engine.
CEO Ryan McInerney framed the platform pivot directly: “Our purposeful investments in our Visa as a Service stack continue to position us as a payments hyperscaler.” A $707 million litigation provision tied to the interchange MDL case continues to weigh on GAAP results.
Mastercard’s quarter, reported April 30, 2026, landed net revenue of $8.40 billion, up 15.8%, with adjusted EPS of $4.60, a 4.24% beat. The real story is Value-Added Services and Solutions, up 22% year over year.
CEO Michael Miebach pointed to two specific bets: “advancing agentic commerce with Mastercard Agent Pay and expanding our stablecoin solutions through the planned acquisition of BVNK.”
Scale Leader vs. Services Builder Visa is the heavyweight, with $613.1 billion in market cap and 69.4 billion processed transactions in the quarter alone. The buyback machine repurchased roughly 11 million shares for $3.8 billion.
Mastercard plays the higher-growth, higher-margin role. Adjusted operating margin reached 60.8%, up from 59.3%, and capital returns totaled $4 billion in buybacks plus $777 million in dividends. A $202 million restructuring charge and Pillar 2 tax pressure complicate the bottom line.
Business Driver Visa Mastercard Cross-border volume growth +11% ex-Europe +13% local currency Main growth engine Data Processing (+17%) Value-Added Services (+22%) Strategic flagship Visa as a Service Mastercard Agent Pay, BVNK Valuations sit remarkably close. Visa trades at a P/E of 28 with a forward multiple of 22. Mastercard carries a trailing P/E of 28 and forward 25. Both have been under pressure: Visa is down 7.7% year to date, while Mastercard has slid 13.89%.
What I’m Watching Next I want to see whether Visa’s Data Processing line keeps printing 17% growth as AI commerce and tokenization scale, and whether the litigation provision tapers.
For Mastercard, I’ll be watching whether BVNK closes cleanly and whether Agent Pay actually drives merchant adoption rather than just headlines. Analyst price targets sit at $398.83 for Visa and $644.89 for Mastercard, implying meaningfully more upside for the smaller network.
Why I’d Split the $2,500 Toward Mastercard, With Caveats If I had to pick one with fresh capital today, I lean Mastercard. The 22% growth in value-added services and the cleaner pivot into agentic commerce look like the more interesting growth story, and the wider YTD pullback gives a better entry.
Visa is the more defensive name for a conservative investor who wants beta of 0.77, a steady dividend, and dominant scale. Neither is cheap, and if interchange litigation or stablecoin disruption accelerates, I’d want to see another quarter before adding aggressively.
Three out of four healthcare payouts still go out by check.
Only 5% to 12% move in real-time, according to the PYMNTS Intelligence report “The Power of Now: Moving Money at the Speed of Life.” That gap, between where the industry is and where patients expect it to be, is the defining fault line in healthcare disbursements today. It’s a problem Visa Direct has firmly put on its agenda.
“Payouts impact so many people,” Edward Galvin, vice president, Visa Commercial Solutions NA, told PYMNTS CEO Karen Webster, describing a sector he characterized as “a very complicated space right now.”
It’s tangled in regulation, fragmented technology and an ecosystem that often works against itself.
Webster asked why, in an era of instant everything, do three-quarters of healthcare payouts still rely on paper?
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The answer is deceptively simple.
“People are familiar with checks,” Galvin said. “The providers are familiar with checks. And it’s easy to get the checks out there versus correcting where the inefficiencies are on the system.”
Inertia, in other words, is the enemy of progress.
That reliance carries costs that rarely show up on a balance sheet. Checks introduce delays, increase fraud exposure, and leave providers and patients with no clear view of where their money actually is. The inertia persists because no single entity owns the problem. Everyone feels the friction, but no one is fully accountable for fixing it.
Compliance Complexity Is Slowing the Clock Healthcare payments do not just move slowly; they move carefully. HIPAA and related data privacy requirements constrain how quickly new payment infrastructure can be introduced, even when modern alternatives offer stronger controls.
The irony is that the legacy system it is protecting is riddled with its own vulnerabilities.
“One of the key fraud areas is just in directing funds to the wrong account,” Galvin said, adding that checks carry no native validation layer. Card-based disbursements do and can route money with the kind of precision that reduces fraud and closes the accountability gap.
“Members may have a bank account and a debit card tied to it, and with Visa Direct, that debit card information can be used to deliver funds in real time into the bank account,” he said.
But modernization in healthcare is not a solo act, Galvin said. The entire ecosystem must move together, which is exactly what makes it hard.
The Consumer’s Patience Is Already Gone Patients are not waiting for the industry to catch up. Webster said that “consumers expect real time,” especially when a reimbursement check sitting in transit is directly affecting someone’s ability to pay rent or cover an out-of-pocket expense. “It’s still processing” is no longer an acceptable answer.
Healthcare is, at its core, a high-stakes financial transaction, and patients are starting to treat it that way.
The Data Gap Is Stark Research from PYMNTS Intelligence, conducted with the support of Visa Direct, found that while real-time payouts have accelerated in industries from insurance to gig economy to retail, healthcare is trailing the field.
Today, approximately 12% of healthcare payouts are delivered in real time. That figure is expected to reach about 33% within three years. Better, but still not good enough.
Chief financial officers navigating this transition “want to be able to quantify and understand how you can get rid of the friction,” Galvin said. That means KPIs tied to speed, fraud reduction, data accuracy and end-to-end customer experience.
The challenge does not shrink with transaction size. Whether it is a large provider reimbursement or a routine flexible spending account (FSA) disbursement, the friction, risk and opacity are consistent. Scale does not solve it.
Where Pilots Are Gaining Traction Progress is happening, even if it is uneven. Galvin pointed to FSAs and health savings accounts (HSAs) as the clearest near-term opportunities, high-volume, lower-dollar use cases that are ideal testing grounds for real-time models.
These pilots are revealing the true cost of doing nothing. Faster payments do not just move money more efficiently; they reduce inbound customer service load, build trust and shrink the tail risk that comes from funds in limbo.
“There’s a massive cost that’s not recognized and not seen today,” Galvin said, referring to the cumulative impact of delays, errors and customer service burdens.
The Ecosystem Is Starting to Align Change is incremental, but it is no longer theoretical. Galvin said he sees a convergence happening, one where CFO pressure, patient expectations and technology capability are finally pointing in the same direction.
“It’s really the various players in the ecosystem coming together to support getting there,” he said.
Healthcare has been the last holdout in the real-time payments revolution. The check, it turns out, may have a limited shelf life after all.
, /PRNewswire/ -- The Kansas City Current and Bank of America announced a multi-year partnership renewal on Tuesday, set to celebrate community impact and grow the game of soccer nationwide. Bank of America will continue being an official partner of the club as part of the announcement, and the Current will support Bank of America's landmark global sports program, Sports with Us.
Tuesday's announcement reaffirms Bank of America's longstanding commitment to the Current both on and off the pitch. A partner of the Current since 2023, Bank of America and the Current will lead several impactful initiatives throughout the duration of the renewed partnership.
Bank of America has collaborated with the Current on several community initiatives over the last three years. Bank of America frequently serves as a presenting sponsor of KC Current youth soccer clinics, including a combined clinic and equipment donation drive last summer at the 9th & Van Brunt Athletic Fields.
"Renewing our partnership with a world-class, globally known brand like Bank of America represents a significant milestone for our organization," said Kansas City Current Senior Vice President, Commercial Missy Jenkins. "Their steadfast support over the last three years has been extremely meaningful, and we greatly appreciate their continued belief in what we are building here in Kansas City. Our shared community pillars and commitment to youth sports will continue making this partnership resonate across the Heartland."
The Current will also partner with Bank of America to help bring select "Soccer With Us" clinics to life — free, hands-on soccer experiences reaching underserved communities —designed to equip the next generation for success on and off the pitch.
Bank of America maintains a strong regional footprint across the Kansas City area. With 33 locations across the Kansas City metro, Bank of America invests locally to ensure Kansas City is a great place to live, work and do business. Bank of America is also the Official Bank of FIFA World Cup 2026 ™ — supporting all 106 matches across North America — making a huge economic impact and inspiring the next generation of soccer players.
"Bank of America is greatly invested in the Kansas City community, and our renewed partnership with the Kansas City Current allows us to strengthen that commitment," said Matt Linski, president, Bank of America Kansas City. "We look forward to continuing our work together, especially through initiatives like 'Soccer with Us,' to empower our youth and foster a love for the sport, building on the excitement for the 2026 FIFA World Cup."
Bank of America will also work with the Current to secure an entitlement night during an upcoming 2026 regular season home match at CPKC Stadium. More information is forthcoming regarding Current-themed rewards for Bank of America cardholders.
About the Kansas City Current
Founded in December 2020, the Kansas City Current is led by the ownership group of Angie Long, Chris Long, Brittany Mahomes and Patrick Mahomes. The team competes in the National Women's Soccer League (NWSL) and plays its home matches at CPKC Stadium, the first stadium in the world purpose-built for a professional women's sports team. The Kansas City Current won its first NWSL Shield in club history in 2025 to highlight a record-setting regular season. Named The Most Ambitious NWSL Club for three consecutive seasons by ESPN, the Current is proud of its many precedent-setting accomplishments. To receive updates on the Current visit kansascitycurrent.com.
About Bank of America
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving nearly 70 million clients with approximately 3,500 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 59 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. As the #1 small business lender in the United States (FDIC), Bank of America offers industry leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
For more Bank of America news, including dividend announcements and other important information, visit the Bank of America newsroom and register for news email alerts.
, /PRNewswire/ -- The Kansas City Current and Bank of America announced a multi-year partnership renewal on Tuesday, set to celebrate community impact and grow the game of soccer nationwide. Bank of America will continue being an official partner of the club as part of the announcement, and the Current will support Bank of America's landmark global sports program, Sports with Us.
Tuesday's announcement reaffirms Bank of America's longstanding commitment to the Current both on and off the pitch. A partner of the Current since 2023, Bank of America and the Current will lead several impactful initiatives throughout the duration of the renewed partnership.
Bank of America has collaborated with the Current on several community initiatives over the last three years. Bank of America frequently serves as a presenting sponsor of KC Current youth soccer clinics, including a combined clinic and equipment donation drive last summer at the 9th & Van Brunt Athletic Fields.
"Renewing our partnership with a world-class, globally known brand like Bank of America represents a significant milestone for our organization," said Kansas City Current Senior Vice President, Commercial Missy Jenkins. "Their steadfast support over the last three years has been extremely meaningful, and we greatly appreciate their continued belief in what we are building here in Kansas City. Our shared community pillars and commitment to youth sports will continue making this partnership resonate across the Heartland."
The Current will also partner with Bank of America to help bring select "Soccer With Us" clinics to life — free, hands-on soccer experiences reaching underserved communities —designed to equip the next generation for success on and off the pitch.
Bank of America maintains a strong regional footprint across the Kansas City area. With 33 locations across the Kansas City metro, Bank of America invests locally to ensure Kansas City is a great place to live, work and do business. Bank of America is also the Official Bank of FIFA World Cup 2026 ™ — supporting all 106 matches across North America — making a huge economic impact and inspiring the next generation of soccer players.
"Bank of America is greatly invested in the Kansas City community, and our renewed partnership with the Kansas City Current allows us to strengthen that commitment," said Matt Linski, president, Bank of America Kansas City. "We look forward to continuing our work together, especially through initiatives like 'Soccer with Us,' to empower our youth and foster a love for the sport, building on the excitement for the 2026 FIFA World Cup."
Bank of America will also work with the Current to secure an entitlement night during an upcoming 2026 regular season home match at CPKC Stadium. More information is forthcoming regarding Current-themed rewards for Bank of America cardholders.
About the Kansas City Current
Founded in December 2020, the Kansas City Current is led by the ownership group of Angie Long, Chris Long, Brittany Mahomes and Patrick Mahomes. The team competes in the National Women's Soccer League (NWSL) and plays its home matches at CPKC Stadium, the first stadium in the world purpose-built for a professional women's sports team. The Kansas City Current won its first NWSL Shield in club history in 2025 to highlight a record-setting regular season. Named The Most Ambitious NWSL Club for three consecutive seasons by ESPN, the Current is proud of its many precedent-setting accomplishments. To receive updates on the Current visit kansascitycurrent.com.
About Bank of America
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving nearly 70 million clients with approximately 3,500 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 59 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. As the #1 small business lender in the United States (FDIC), Bank of America offers industry leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
For more Bank of America news, including dividend announcements and other important information, visit the Bank of America newsroom and register for news email alerts.
View original content to download multimedia:https://www.prnewswire.com/news-releases/kansas-city-current-bofa-announces-multi-year-partnership-renewal-featuring-enhanced-community-efforts-302801854.html
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) has rolled out new AI-powered search capabilities across its apps as part of a broader push into AI-native products, with Bank of America analysts saying the update could mark an early step toward a larger search and monetization opportunity within the company’s ecosystem.
Bank of America wrote in a note that Meta’s new “AI Mode” search feature on Facebook allows users to find answers based on public posts across Meta platforms, including Groups and Reels. The feature uses Meta AI, powered by the MuseSpark large language model, to generate responses grounded in publicly shared user content, which the company says is intended to surface real-world perspectives and experiences rather than conventional web-based search summaries.
Alongside the search update, Meta introduced new AI creative tools, including photo and video editing features such as collage templates and automated video montage generation from camera roll content. The company also added AI-driven photo presets that allow users to modify attributes such as clothing, hair, and accessories.
Bank of America described the launch as an “interesting initiative” that leverages real-time public content to improve search relevance, particularly for queries related to products, services, and experiences where Meta’s social graph could provide differentiated context.
The firm added that incremental search activity could also generate new intent signals, potentially improving ad relevance and targeting within Meta’s advertising ecosystem.
The analysts believe that AI-enabled search could represent a long-term growth avenue if Meta is able to drive adoption at scale across its user base.
In a scenario analysis, Bank of America estimated that if Meta’s roughly 3.5 billion daily active users averaged one additional query per day through AI Mode, the feature could generate around 1.3 trillion annual queries. If 20% of those queries were commercial in nature and monetized through advertising, the firm suggested this could translate into approximately 50 billion ad clicks and roughly $15 billion in incremental revenue at a $0.30 cost-per-click assumption, or about 5% of consensus 2027 revenue estimates.
The firm also noted that AI Mode could serve as an entry point into more agentic use cases over time, potentially allowing Meta to play a larger role across the consumer journey from intent formation through to transaction within its closed ecosystem.
Bank of America maintained a ‘Buy’ rating on Meta, pointing to continued product innovation in AI as a key driver of future engagement and monetization.
The firm highlighted upcoming catalysts including consumer agentic product launches, more advanced large language models, the Connect conference in September 2026, and additional detail on Meta’s enterprise AI strategy.
Shares of Meta were little changed at $596 in the early afternoon on Tuesday, down almost 10% so far this year.
Key Takeaways Walmart's global ad business grew 37%, with U.S. ad revenues up 36% in the first quarter. Marketplace sales jumped nearly 50% as sellers spent more than 50% more on advertising. Digital advertising helped Walmart's U.S. gross profit rise 5.6%, and margins expand. Walmart Inc. (WMT - Free Report) is increasingly leveraging its scale in e-commerce and marketplace operations to build a larger advertising business, turning customer traffic and seller activity into a growing source of revenues.
The company’s first-quarter results highlighted strong momentum in retail media, with its global advertising business growing 37%. In the United States, advertising revenues increased 36%, while Walmart Connect delivered 44% growth, excluding VIZIO. The gains significantly outpaced overall company revenue growth, underscoring the expanding role of advertising within Walmart’s broader commerce ecosystem.
The strength reflects continued growth across Walmart’s digital platforms. U.S. e-commerce sales rose 26% during the quarter, while Marketplace sales jumped nearly 50%. As more third-party sellers use Walmart’s platform to reach shoppers, advertising is becoming an increasingly important tool for driving product visibility and customer engagement. Marketplace sellers increased advertising spending by more than 50% in the quarter, supporting the rapid growth of the business.
Advertising is also contributing to a more favorable business mix. Walmart noted that higher digital advertising activity helped support gross margin performance despite increased fuel-related costs. In Walmart U.S., gross profit increased 5.6%, while the gross profit rate expanded 29 basis points, aided by improvements in the business mix that included digital advertising.
The latest quarter reinforces that advertising is becoming a larger part of Walmart’s commerce ecosystem. Supported by strong marketplace growth, rising seller participation and continued digital engagement, the advertising business is emerging as a meaningful contributor to the company’s evolving mix of revenue-generating activities.
How Target and Kroger Are Expanding Retail Media BusinessesTarget Corporation (TGT - Free Report) continues to benefit from growth in its high-margin Roundel media business. In first-quarter fiscal 2026, the company reported nearly 60% growth in Target Plus gross merchandise value. TGT also noted that growth in high-margin revenue streams such as Roundel and Target Plus contributed to gross margin expansion during the quarter, highlighting the increasing importance of these businesses within the company’s digital ecosystem.
The Kroger Co. (KR - Free Report) is also strengthening its retail media operations. The company’s alternative profit businesses, which include media, Kroger Personal Finance and Insights, generated $1.5 billion in operating profit in fiscal 2025. KR expects its media business to deliver double-digit growth in 2026, supported by the continued expansion of its e-commerce operations, which surpassed $16 billion in sales in fiscal 2025.
WMT Stock Price Performance, Valuation & EstimatesShares of Walmart have risen 27.4% over the past year compared with the industry’s growth of 26.3%.
WMT Price Performance Versus Industry
Image Source: Zacks Investment Research
From a valuation standpoint, WMT trades at a forward price-to-earnings ratio of 39.98, higher than the industry’s average of 36.41.
WMT Valuation Compared to Industry
Image Source: Zacks Investment Research
J.P. Morgan Chase is reportedly planning to expand its retail banking operations in Europe.
The bank, the largest in the U.S., aims to add at least three more countries to its operations in Germany and the U.K. by the end of 2030, the Financial Times (FT) reported Tuesday (June 16), citing sources familiar with the matter.
The sources said J.P. Morgan was considering expanding to France, Italy and Spain, but added no decisions have been made on new markets.
As the report notes, the bank launched Chase in the U.K. in 2021 as part of CEO Jamie Dimon’s plans to bring J.P. Morgan’s retail business to places beyond the U.S. An expansion into Germany followed last month.
“It has always been clear to us that we want to introduce Chase not only in the U.K., but also in Germany and other European countries. We have ambitious plans,” Dimon told the German newspaper Handelsblatt in 2023.
While neobanks like Revolut and Monzo bill themselves as digital alternatives to traditional banks, sources say J.P. Morgan thinks it can leverage the lender’s established brand and large balance sheet to bring in new customers.
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“Chase is trying to find that middle space where it can be a more innovative and digital-forward bank, but really lean on the brand of J.P. Morgan,” said one source familiar with its plans.
Research by PYMNTS has charted the rise of digital banking, with such lenders now serving as the main financial institution for 13.8% of U.S. consumers, just ahead of local banks and not far behind regional banks and credit unions.
“National banks still dominate, but fewer than half of consumers say a national bank is their main provider,” PYMNTS wrote earlier this year.
“The rise of digital banks is not evenly distributed across the population. It is driven by younger adults, lower-income households and people without college degrees who appear to value convenience and mobile-first access over branch networks.”
The FT report added that Chase has more than 3 million customers in the U.K., while Marcus, Goldman Sachs’ app-based saving tool, has roughly 1 million British users.
The report also points out that Chase’s potential for growth in Great Britain could be hindered by the county’s ringfencing regulations, requiring banks with more than £35 billion in deposits to isolate retail operations from riskier areas of their business.
J.P. Morgan recently hired Kunal Malani, a former executive at Monzo, to oversee its efforts in the U.K., the report added.
JPMorgan Chase & Co. (JPM - 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 company have returned +6.2%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Financial - Investment Bank industry, which JPMorgan Chase & Co. falls in, has gained 10%. 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.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
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.
For the current quarter, JPMorgan Chase & Co. is expected to post earnings of $5.39 per share, indicating a change of +8.7% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.1% over the last 30 days.
The consensus earnings estimate of $22.4 for the current fiscal year indicates a year-over-year change of +10.1%. This estimate has changed -0.1% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $23.6 indicates a change of +5.4% from what JPMorgan Chase & Co. is expected to report a year ago. Over the past month, the estimate has changed +0.2%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for JPMorgan Chase & Co..
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For JPMorgan Chase & Co., the consensus sales estimate for the current quarter of $48.01 billion indicates a year-over-year change of +6.9%. For the current and next fiscal years, $195.21 billion and $202.38 billion estimates indicate +7% and +3.7% changes, respectively.
Last Reported Results and Surprise HistoryJPMorgan Chase & Co. reported revenues of $49.84 billion in the last reported quarter, representing a year-over-year change of +10%. EPS of $5.94 for the same period compares with $5.07 a year ago.
Compared to the Zacks Consensus Estimate of $48.56 billion, the reported revenues represent a surprise of +2.62%. The EPS surprise was +8.2%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
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.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
JPMorgan Chase & Co. is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about JPMorgan Chase & Co.. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
NEW YORK--(BUSINESS WIRE)--As previously announced, JPMorgan Chase & Co. (NYSE: JPM) (“JPMorganChase” or the “Firm”) will host a conference call to review second-quarter 2026 financial results on Tuesday, July 14, 2026 at 8:30 a.m. (ET). The results are scheduled to be released at approximately 7:00 a.m. (ET). The live audio webcast and presentation slides will be available on www.jpmorganchase.com under Investor Relations, Events & Presentations.
JPMorganChase will notify the public that financial results have been issued through its social media outlet @JPMorgan and @Chase on X, and by a press release over Business Wire that will provide the link to the Firm’s Investor Relations website. In addition to being available on the Firm’s Investor Relations website, the earnings results also will be filed with the Securities and Exchange Commission (“SEC”) on a Form 8-K, which will be available on the SEC website at https://www.sec.gov.
The general public can access the conference call by dialing the following numbers: 1 (888) 324 3618 in the U.S. and Canada; +1 (312) 470 7119 for international callers; use passcode 1364784#. Please dial in 15 minutes prior to the start of the call.
The replay will be available via webcast on www.jpmorganchase.com under Investor Relations, Events & Presentations. A replay of the conference call also will be available by telephone beginning at approximately 11:00 a.m. (ET) on July 14, 2026 through 11:59 p.m. (ET) on July 29, 2026 at 1 (800) 391 9851 (U.S. and Canada); +1 (203) 369 3268 (International); use passcode 67371#.
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorganChase had $4.9 trillion in assets and $364 billion in stockholders’ equity as of March 31, 2026. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
Generally speaking, Tuesday wasn't a memorable day for many stocks. One exception in the banking sector was top American lender JPMorgan Chase (JPM +3.66%), whose stock climbed nearly 4% higher on management's apparent expansion plans. That was more than good enough to beat the S&P 500 index's 0.6% slump.
International reach That morning, the Financial Times published an article stating that JPMorgan has set an ambitious goal for its digital bank to be operational in at least three new European markets within the coming half-decade.
Image source: Getty Images.
Citing unnamed "people familiar with the matter," the business newspaper added that the bank is targeting countries within the 27-member European Union (EU). It specifically mentioned France, Italy, and Spain. Having a presence in those markets would complement its existing operations in the U.K. and Germany.
So-called "neobanks," next-generation lenders with little or no physical presence but a large digital footprint, are popular on that continent. The FT quoted one of its sources as saying that JPMorgan Chase "is trying to find that middle space where it can be a more innovative and digital-forward bank, but really lean on the brand of JPMorgan."
Today's Change
(
3.66
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11.70
Current Price
$
331.10
Patience is a virtue Five years sounds like quite a long time to roll out a set of financial services; however, speaking as a former employee of a European bank, I'm not surprised. After all, the sector is heavily regulated throughout the continent, and it's often not easy to build or expand a presence there.
JPMorgan's plans are sensible and will surely enhance its business, though we can expect the rollout to proceed slowly. Given that, I wouldn't trade in or out of the bank's stock solely on this apparent development.
JPMorgan Chase is an advertising partner of Motley Fool Money. Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends JPMorgan Chase. The Motley Fool has a disclosure policy.
As we near the half-year mark, the S&P 500 is up 9% year to date. The bull market is thriving, and the market just witnessed the largest initial public offering (IPO) ever, with Space Exploration Technology's $1.8 trillion market debut.
That's a great setup for the rest of the year. There are still two more high-profile IPOs on the table, with Anthropic and OpenAI planning to go public. Many companies have reported strong performance and artificial intelligence (AI) is still driving high gains.
Image source: Getty Images.
However, investors shouldn't become giddy and lose sight of the fact that the market is expensive. The more inflated it becomes, the more uncoupled it becomes (to borrow a phrase from Warren Buffett) from "the plodding performances of the businesses themselves." Investors might think this time will be different as AI companies boast high growth and plush profits, but valuations still have to make sense.
If you're worried about a market crash on the horizon, make sure you have some excellent dividend stocks to fortify your portfolio. Procter & Gamble (PG +1.35%) and Coca-Cola (KO 0.78%) are two great candidates.
1. Procter & Gamble Procter & Gamble is a Dividend King, meaning the company has raised its dividend for at least 50 years, and it is one of only five companies that have raised their dividends for 70 years. That is an unparalleled track record that indicates rock-solid reliability and durability under almost any imaginable scenario, and that provides unmatched security for your portfolio.
The company owns many brands you likely use and at least recognize, including Pantene, Gillette, and Crest, that cover the gamut of household, beauty, and baby care. These are trusted names in categories that most people consider essential, providing resilience at all times.
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1.35
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2.03
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$
152.49
It also means that Procter & Gamble isn't the fastest-growing, and as a stock, it serves a different purpose for investors. The company typically reports single-digit sales increases, and when it's a high single digit, that's impressive. In its favor, it has built up its brand names over decades of operation, which gives it pricing power. On the other hand, shoppers might switch down when there's pressure.
In its most recent quarter, sales increased 7% year over year, and core earnings per share (EPS) rose from $1.54 to $1.59, which was a fine performance.
The dividend yields 2.9% at the current price, and investors can count on it under any conditions.
2. Coca-Cola Coca-Cola is also a Dividend King, having raised its dividend for 64 years.
Many people know its namesake brand, which is ubiquitous on store shelves and in restaurants, but it actually owns about 200 brands, and still has a large market opportunity. It identifies only 20% of the world as developed countries, of which it has abut 14% of market share, and 80% of the world as underdeveloped, of which it has only 6%. These are areas that aren't necessarily drinking carbonated beverages like Coke, but could be in the future.
Today's Change
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-0.78
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-0.63
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80.28
Coca-Cola is a pure-play beverage company, and the largest in the world. It reported strong performance over the past few years, and its pricing power keeps loyal fans engaged despite the pressured environment, resulting in robust profits as well. In the 2026 first quarter, total revenue increased 12% year over year, while operating income was up 19%.
The company is a large, global giant with many moving parts, and it's using AI to draft an accurate strategy that meets different beverage needs worldwide. The future still looks bright for the soft drink powerhouse.
It's a rare Dividend King that's beating the market right now, up 19% year to date, and the dividend yields 2.5% at the current price, providing gains and reliable passive income.
In the latest close session, Procter & Gamble (PG - Free Report) was up +1.35% at $152.49. The stock's performance was ahead of the S&P 500's daily loss of 0.57%. On the other hand, the Dow registered a gain of 0.64%, and the technology-centric Nasdaq decreased by 1.15%.
Heading into today, shares of the world's largest consumer products maker had gained 5.67% over the past month, outpacing the Consumer Staples sector's gain of 1.3% and the S&P 500's gain of 2.14%.
Investors will be eagerly watching for the performance of Procter & Gamble in its upcoming earnings disclosure. The company's upcoming EPS is projected at $1.44, signifying a 2.70% drop compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $21.46 billion, up 2.74% from the prior-year quarter.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $6.91 per share and a revenue of $87.15 billion, indicating changes of +1.17% and +3.4%, respectively, from the former year.
Investors should also note any recent changes to analyst estimates for Procter & Gamble. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
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.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.07% lower. Right now, Procter & Gamble possesses a Zacks Rank of #4 (Sell).
With respect to valuation, Procter & Gamble is currently being traded at a Forward P/E ratio of 21.79. This indicates a premium in contrast to its industry's Forward P/E of 19.48.
It's also important to note that PG currently trades at a PEG ratio of 6.54. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. PG's industry had an average PEG ratio of 3.16 as of yesterday's close.
The Consumer Products - Staples industry is part of the Consumer Staples sector. This group has a Zacks Industry Rank of 159, putting it in the bottom 35% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Shanghai Disneyland Resort looks set to open another park by 2031. (Costfoto/Future Publishing via Getty Images)
Future Publishing via Getty Images
It has emerged that Disney is understood to be developing a new theme park as this author reported last week.
The park is expected to be located next to Shanghai Disneyland which celebrates its tenth anniversary today. Ahead of its anniversary, the resort hosted an event yesterday where it announced that it has installed the final piece of the roller coaster track for the centerpiece attraction in its upcoming Spider-Man land. It added that its third on-site hotel will be called the Disney Enchanted Star and a fourth property is on the way. Its Disneytown dining and entertainment district will also be extended though the second park was not announced at the event.
I was invited to the media festivities but was unable to attend due to lengthy processing timelines for travel documentation. However, the reports from the event have shone a spotlight on the expansion plan outlined in my report last week. Robert Niles, eminent editor of industry title Theme Park Insider, confirmed that after "speaking privately with insiders" at the event, "a second gate in Shanghai is happening."
Reflecting this, independent Disney site WDWNT noted that executives from China's state-owned Shanghai Shendi Group, which is the majority shareholder in the resort, "indicated an initiative to make Shanghai Disney Resort and the surrounding resort district a multi-day vacation destination over the next few years with as-of-now undefined projects. This certainly hints at the second park."
As this author reported last week, adding more hotel rooms suggests that the resort is preparing for a lot more visitors. This corroborated the news that there is a plan to build a second park in Shanghai. WDWNT concurred and said "we think there is." The big question is when will Disney make it official and when will it open?
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Shanghai Disneyland will be adding two more hotels to its existing line-up. (Photo by Jeff Gritchen/Orange County Register via Getty Images)
MediaNews Group via Getty Images
Last week's report noted that the announcement could come as soon as the tenth anniversary event but an even more logical opportunity is on the horizon. WDWNT pointed out that Shanghai Disney will probably want to complete the work on its new hotels and the new land before construction gets underway on a second park. This is in line with comments from Jim Shull, a former designer in Disney's Imagineering division, which is named after its imaginative approach to engineering.
Shull is one of the most talented artists to have worked on Shanghai Disney and now hosts the Disney Journey YouTube channel. He forecast that "likely a second park is coming to Shanghai Disneyland to open around the 15th anniversary". Following yesterday’s event he added that Disney's upcoming biennial D23 bash in August "would be the perfect place to make the announcement".
The new park may get a land themed to Marvel's heroes. (Photo by Vernon Yuen/NurPhoto via Getty Images)
NurPhoto via Getty Images
Forecasting the content of the park isn't so straightforward. Initially thought to be science-themed, it is now said that the park will instead feature immersive lands based on local favorite films and franchises such as Avatar, Marvel and Moana. A third option has also come to light and this one would open up a whole new world for the resort.
It comes from Imagineering's former president Bob Weis. He revealed in his book, Dream Chasing: My Four Decades of Success and Failure with Walt Disney Imagineering, that a concept for a second theme park was devised in the early stages of developing Shanghai Disney.
He described the second park as "a compliment to the first, and an exponential expansion of the resort. The team presented a highly creative, new kind of park...with elements of nature, culture, and the arts." According to Weis, this design concept received an extremely rare standing ovation from internal evaluators and Disney executives.
He added that the company ultimately deemed the project to be too premature but as the Imagineers often say, good ideas never die. Projects may get canceled or shelved but the best ideas behind them are never truly thrown away. After more than a decade in the archives it may finally be time for the Imagineers to dust off the plans for the Shanghai's second park.
Netflix (NFLX 3.59%) and Walt Disney (DIS 0.40%) are two popular and successful media companies and rivals in the hotly competitive streaming industry. While Netflix has built its business entirely on streaming, Disney has much broader operations, yet its valuation is far lower than Netflix's. It's a testament to just how strong and dominant Netflix's streaming business has become over the years.
In the past five years, Netflix's stock has surged more than 60%, while Disney's stock is down over 40%. Will that trend continue, or could Disney be the better buy from here on out? Let's take a closer look at both of these companies.
Image source: Getty Images.
The case for Netflix Netflix has shown that it knows how to dominate the streaming business. Not only has it generated strong growth over the years, but its profits have been strong as well. Its gross profit margin is close to 50%,which is impressive given the company's aggressive efforts to not only grow its content but also venture into gaming and live sports.
The company has also done exceedingly well despite raising prices multiple times in recent years. Consumers see tremendous value in its offerings, as evidenced by the company's continued growth. In 2025, Netflix's revenue totaled $45 billion, which represents an increase of 43% in a span of just three years.
Today's Change
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-3.59
%) $
-2.93
Current Price
$
78.74
The stock is down 13% this year, which gives investors a compelling reason to buy it on the dip. Currently, Netflix's stock trades at a reasonable price-to-earnings multiple of 26, which is in line with the S&P 500 average. With some excellent fundamentals and growth prospects, that's some solid value for a terrific blue chip stock such as Netflix.
The case for Disney Disney has some excellent intellectual property in its portfolio that could make it an undervalued investment to hold for the long haul. While its growth may not be terribly exciting of late (Disney's revenue was up just 6% over its past two quarters), the company has incredibly valuable assets that can generate significant growth for years to come.
Under new CEO Josh D'Amaro, who has been with the company for decades and most recently served as chairman of the Disney Experiences segment, which includes its parks, the company may be in good hands to navigate the next phase of its growth. The Experiences segment generates more than half of the company's operating income, and expanding its parks is a huge growth opportunity for Disney. D'Amaro took over from Bob Iger earlier this year.
Today's Change
(
-0.40
%) $
-0.41
Current Price
$
101.28
What's astonishing is that, despite being a household name, having a varied business model that goes beyond streaming, Disney's market cap of $177 billion is roughly half of Netflix's ($344 billion). While Disney might not need a massive turnaround, there is an opportunity here to unlock some significant value for D'Amaro. At just 16 times earnings, the stock looks considerably undervalued.
Why Disney's stock looks like a no-brainer buy Both stocks listed here are solid options for long-term growth investors. But with a more diversified business and a much lower valuation, I think there's a stronger case for buying Disney stock than Netflix. Disney has a ton of iconic brands and intellectual property in its portfolio that it can leverage to make its streaming platform and parks bigger and better.
Disney also has the potential to be much more valuable in the future. If it can improve its growth rate, investors may also be willing to pay a higher premium for the stock. While there's some risk and uncertainty during transitions and with a new CEO in the mix, I'm confident that the stock can deliver strong returns for investors in the long run and outperform Netflix.
Disney isn't focused on making its namesake streamer into a hub for park tickets and merch, a top exec said. Gary Hershorn/Getty Images; Illustration by Jaque Silva/NurPhoto via Getty Images Disney isn't building a "super app" tying together all its businesses — at least not yet.
Adam Smith, the chief product and technology officer for Disney Entertainment and ESPN, told employees at a town hall last week that the company isn't planning to turn Disney+ into a hub for buying tickets to parks and cruises.
"At the moment, I can definitively say there is nothing on the road map about bringing either cruises or the parks into this," Smith said in the meeting, according to a recording obtained by Business Insider. Smith was responding to an employee-submitted question about making Disney+ a so-called super app.
Bloomberg reported last month that Disney was exploring turning its flagship streaming service into "the first stop for all things Disney" where fans could buy park tickets, merchandise, and play games in between streaming shows, citing people familiar with the matter.
The Bloomberg report added that conversations about creating this potential app were "at an early stage and no concrete steps have been taken toward developing the product."
Smith said companies "have seen 'super apps' work" in places like Asia, but added that the Mouse House is "a ways off from that."
Instead, Smith said his priority is turning Disney+ into a one-stop shop for streaming by folding in Hulu.
"We really, really want to land this work with bringing Hulu over to Disney+ for our users and creating Disney+/Hulu as a fantastic spot," Smith said.
Disney began adding select Hulu shows to Disney+ in late 2023 and announced last summer that it would fully integrate Hulu into its namesake streamer. The company has also combined the platforms' ad servers.
Disney said last month that there were "no current plans to sunset" the Hulu app.
However, an internal document obtained by Business Insider suggested that the streamer's days as a stand-alone service are numbered.
"The Hulu tech stack and app will be decommissioned after all users have transitioned" from that app into Disney+, the document said.
Disney's plan to integrate Hulu into Disney+ is part of the "One Disney" initiative championed by CEO Josh D'Amaro, who said in his inaugural memo to staffers that aligning teams across the company is a priority for him.
Smith said the Hulu convergence project, which is known internally as "Project Gemini," should "really reinforce Josh's commitment to this cross-Disney work."
Executives like D'Amaro and Smith are focused on how best to serve their die-hard fan base, the product and tech chief said.
"How do we break down the cultural barriers and work as One Disney to make sure that our fans and users are getting the best of Disney, wherever they show up?" Smith said.
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Earned income is fragile. A layoff notice, a medical issue, or a sudden change in management can sever it overnight. Passive income from dividend stocks does not care about any of that. The check clears whether you show up to work, whether the market is green or red, and whether the talking heads on television are predicting a recession or a rally.
That is the appeal of high-yield equities over real estate, private credit, or any of the other income alternatives that have become fashionable. Stocks are liquid. You can sell a fraction of a position before lunch. You cannot do that with a rental duplex or a piece of farmland. And when a company has paid investors uninterrupted for decades through wars, recessions, and pandemics, the income starts to feel less like a yield and more like a utility bill arriving in reverse.
Let’s be clear, I can’t stand tobacco as a product, but when we screened our 24/7 Wall St. dividend equity research database, looking for stocks that pay massive dividends, and we found a company that can generate over $600 a year in passive annual income if you invest just $10,000 in it at the time of this writing.
Altria Group Stock: Altria Group (NYSE:MO | MO Price Prediction) Yield: 5.88% Shares for $10,000: ~143 shares at $69.59 Annual Passive Income: ~$609 Altria is the largest U.S. tobacco company, with a portfolio built around Marlboro, Black & Mild, L&M, Parliament, and Virginia Slims on the smokeable side, plus Copenhagen, Skoal, and the on! nicotine pouch line on the oral tobacco side. Smokeable products generated $4.76 billion in Q1 2026 revenue at a 65.1% adjusted operating margin, while oral tobacco contributed $669 million. This is a cash-printing machine wrapped in regulatory armor.
The dividend is structurally high for reasons that have nothing to do with distress. Domestic cigarette volumes decline every year, ESG mandates lock entire institutional buyer bases out of the stock, and the company carries negative shareholders’ equity of -$3.21 billion after years of aggressive buybacks. Novice investors often misread that figure. Negative book value here reflects management’s choice to return capital to shareholders through aggressive buybacks. Altria has paid 60 dividend increases in 56 years and just raised the quarterly payout 3.9% to $1.06 per share, putting the annualized rate at $4.24.
The coverage math is reassuring. Full-year 2025 operating income of $9.9 billion covered $7.0 billion in dividends at 1.4x, and Q1 2026 operating income of $2.96 billion covered the quarterly payout with room to spare. CEO Billy Gifford reaffirmed 2026 adjusted diluted EPS guidance of $5.56 to $5.72, with management targeting mid-single digit annual dividend growth through 2028.
Institutional ownership sits at 63.5%, with Vanguard and BlackRock the dominant holders through their index complexes. The company is in the middle of a $2 billion share repurchase program running through December 31, 2026, having bought back 4.5 million shares at an average $62.33 in Q1 2026. Every share retired permanently lifts the dividend yield on remaining stock.
A $10,000 position in Altria buys roughly 143 shares at the recent $69.59 price, producing about $609 in annual passive income at the current $4.24 dividend rate, a blended yield of 5.88%. That income arrives in four quarterly installments without you lifting a finger, and given the 56-year track record, the payment next year is almost certainly going to be larger than the payment this year.
The hidden power of a stock like this shows up when you stop spending the dividend and start reinvesting it. At a 5.88% starting yield with mid-single-digit dividend growth, the income stream doubles roughly every decade without you adding a single new dollar of capital. That is the quiet engine behind every retirement portfolio that ever generated more cash than its owner could spend. Altria is the kind of slow-burn position that compounds its way into significance while you forget you own it.
Edmonton, Alberta--(Newsfile Corp. - June 16, 2026) - Canamera Energy Metals Corp. (CSE: EMET) (OTCQB: EMETF) (FSE: 4LF0) ("Canamera" or the "Company") today announced assay results from its Southern Zone, highlighting auger drill hole TUV-AUG-0036 at its Turvolândia Ionic Clay Rare Earth Project (the "Project") in Minas Gerais, Brazil. TUV-AUG-0036 returned rare earth mineralisation concentrated in the deepest 6 metres of the hole, with grades increasing toward the bottom and the hole terminating in mineralised material, remaining open at depth.
Of the holes for which results have been received at the Southern Zone, TUV-AUG-0036 is the most promising result to date, returning rare earth enrichment concentrated below 16 metres depth and continuing through end of hole. Two additional holes - TUV-AUG-0033 (6 metres total depth) and TUV-AUG-0034 (7 metres total depth) - terminated in peak mineralisation, with the last metre of TUV-AUG-0033 returning 575 ppm MREO + Y₂O₃ and the last two metres of TUV-AUG-0034 returning 355 ppm MREO + Y₂O₃, indicating that magenetic REO mineralisation is present across multiple drill locations at the South Target.
Highlights
Hole 36 From 16 m to end of hole (22 m) - 6 metres:
1,748.9 ppm TREO1, including 2 m @ 2,793.8 ppm TREO (19-21 m)702.2 ppm MREO2 + Y₂O₃, including 2 m @ 1,293.3 ppm MREO + Y₂O₃ (19-21 m)531.0 ppm Nd₂O₃ + Pr₆O₁₁, including 2 m @ 1,069.7 ppm Nd₂O₃ + Pr₆O₁₁ (19-21 m)30.6 ppm Dy₂O₃ + Tb₄O₇, including 1 m @ 57.2 ppm Dy₂O₃ + Tb₄O₇ (20-21 m)244.4 ppm HREO3, including 1 m @ 414.2 ppm HREO (20-21 m)22 m (0-22 m) averaging 29 ppm GaAll 22 samples returned Chemical Index of Alteration ("CIA") values above 93.8%, consistent with advanced weathering profiles characteristic of ionic adsorption clay-hosted REE depositsSouth Target located approximately 7.4 km south of Cordis and 6.3 km from Marita, establishing a four-target system at Turvolândia"Turvolândia now has four distinct targets with REE mineralisation, and the South Target extends the boundaries of the conceptual system to 7.4 kilometres from Cordis - the furthest we have drilled at Turvolândia to date," commented Brad Brodeur, Chief Executive Officer of Canamera Energy Metals Corp. "What stands out about TUV-AUG-0036 is where the grades are. The strongest mineralisation results are reported at the bottom of the hole - with the best 2 metres coming in at the very end. The hole terminated in mineralisation. That tells us the system is open and that deeper drilling at South has the potential to deliver stronger results. We have four more holes assaying at this target and we expect to report those results in the coming weeks."
About Hole TUV-AUG-0036 and the South Target
The South Target demonstrates a strong radiometric signature, with total-count radiometric responses comparable to those observed at the Cordis, Linda, and Marita targets. While these geophysical similarities do not necessarily indicate equivalent mineralisation, the Company's QP interprets these similarities as providing an important exploration vector and as supporting the potential for additional ionic clay-hosted rare earth systems across the broader target area.
Figure 1 - Project Location and Target Areas
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/11828/301680_c9f9432d3432ca8a_001full.jpg
Figure 2: Southern Map Locations
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/11828/301680_c9f9432d3432ca8a_002full.jpg
Assay Results
Hole TUV-AUG-0036 was drilled vertically to a total depth of 22.0 metres. Rare earth enrichment is concentrated below 16 metres depth, where grades increase substantially relative to the upper profile and continue to improve toward the base of the hole. The final 2-metre interval (19-21 m) represents the highest-grade zone drilled at the South Target to date, averaging 1,293.3 ppm MREO + Y₂O₃ and 2,793.8 ppm TREO. The hole terminated in mineralised material; the base of the weathered profile was not reached.
Full assay results for TUV-AUG-0036 are presented in Table 1 below. The highlighted 16-22 m interval is shaded for reference.
Table 1: Assay Results - TUV-AUG-0036
From
(m)To
(m)TREO
(ppm)MREO + Y₂O₃
(ppm)Nd₂O₃ + Pr₆O₁₁
(ppm)Dy₂O₃ + Tb₄O₇
(ppm)HREO
(ppm)Ga
(ppm)01757.377.627.76.666.632.612897.891.223.28.188.933.423450.965.726.74.952.032.134286.748.027.93.227.833.645280.657.322.94.746.631.556906.5173.5107.18.588.237.9671,174.2247.467.522.0234.844.378899.0270.8124.419.1191.136.689468.2169.261.514.6141.939.4910444.6141.669.811.396.631.41011375.9121.974.59.166.130.71112456.9134.772.79.883.932.31213388.296.653.86.858.229.21314654.9105.259.67.562.528.41415417.4114.166.87.464.124.81516397.8150.552.613.1129.527.316171,367.4371.2127.834.9322.636.71718878.6202.1101.414.8134.924.518191,469.5509.9444.013.699.017.419203,014.11,235.61,066.734.5258.2n/r20212,573.51,350.91,072.857.2414.2n/r21221,189.9543.8373.328.8237.534.216-22 m avg1,748.9702.2531.030.6244.4-Notes:
Rows 16-22 m (shaded) represent the highlighted interval. All values expressed as rare earth oxide equivalents; elemental values converted using standard stoichiometric conversion factors.
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/11828/301680_c9f9432d3432ca8a_003full.jpg
Favourable Weathering Profile
The Chemical Index of Alteration ("CIA") is widely used as a proxy for weathering intensity and clay mineral development in ionic adsorption rare earth systems. CIA is defined as Al₂O₃ / (Al₂O₃ + CaO + Na₂O + K₂O) × 100. All 22 samples from TUV-AUG-0036 returned CIA values above 93.8%.
Such values indicate a highly developed clay-rich weathering profile formed under advanced tropical weathering conditions. Advanced weathering is considered a key characteristic of ionic clay rare earth deposits globally, as it creates the clay mineral surface area required to adsorb and concentrate rare earth elements. These results support the prospectivity of the Turvolândia Project for ionic adsorption clay-hosted REE mineralisation.
Gallium Mineralisation
Analytical results from TUV-AUG-0036 identified gallium concentrations throughout the hole. Gallium values for 20 of the 22 one-metre intervals ranged from 17.4 to 44.3 ppm. The two remaining intervals (19-20 m and 20-21 m) returned an 'I.N.F.' result in the source data; the basis for this flag and its appropriate treatment in calculating a full-hole average are subject to final confirmation by the Company's QP. As reported in the highlights, the full-hole average is stated as 29 ppm over 22 metres, pending that confirmation. Gallium is recognised as a critical mineral by Canada, the United States, and the European Union.
The distribution of gallium is present throughout the full vertical profile, in contrast to the REE enrichment which is concentrated below 16 metres. The Company's primary exploration focus remains ionic adsorption clay-hosted rare earth mineralisation. The economic significance of the gallium values identified to date is unknown. No metallurgical studies have been completed to evaluate gallium recovery.
Next Steps
The Company anticipates reporting assay results from the four additional holes drilled at the South Target upon receipt and validation. The Company is also evaluating follow-up exploration programmes to further define the South Target, including potential deeper drilling to evaluate mineralisation below the 22-metre depth of TUV-AUG-0036.
There can be no assurance that future exploration programmes will define economically recoverable mineral resources.
Assay Methodology and QA/QC
Auger drill samples were collected at one-metre intervals and submitted to SGS Geosol Laboratórios Ltda., Vespasiano, Minas Gerais, Brazil (ISO/IEC 17025 accredited), an independent laboratory, for multi-element analysis by ICP-OES/MS including all rare earth elements. The QA/QC programme included the regular insertion of certified reference materials, blank standards, and field duplicates. Elemental values were converted to rare earth oxide equivalents using standard conversion factors.
The adjustments to the data were made as needed, converting the rare earth element values to the industry-standard rare earth format. The conversion factors used are included in the table below. (source: https://www.jcu.edu.au/advanced-analytical-centre/resources/element-to-stoichiometric-oxide-conversion-factors)
Table 2: REE Conversion Factors
ElementFactorOxideUnitCe1.2284CeO₂ppmDy1.1477Dy₂O₃ppmEr1.1435Er₂O₃ppmEu1.1579Eu₂O₃ppmGd1.1526Gd₂O₃ppmHo1.1455Ho₂O₃ppmLa1.1728La₂O₃ppmLu1.1371Lu₂O₃ppmNd1.1664Nd₂O₃ppmPr1.2082Pr₆O₁₁ppmSm1.1596Sm₂O₃ppmTb1.1762Tb₄O₇ppmTm1.1421Tm₂O₃ppmY1.2699Y₂O₃ppmYb1.1387Yb₂O₃ppmAppendix 1: Full Assay Results for Turvolandia Hole 36
FromToNd
ppmPr
ppmSm
ppmTb
ppmTm
ppmY
ppmYb
ppmGa
ppm0129.79.65.70.70.524.13.829.71244.413.87.70.90.630.13.830.12353.117.19.61.20.741.74.629.03431.310.35.90.80.626.93.729.14572.322.613.71.60.954.75.827.656216.866.741.55.02.2159.712.925.2Qualified Person
The scientific and technical information in this news release has been reviewed and approved by Warren Robb, P.Geo. (British Columbia), VP Exploration of Canamera Energy Metals Corp. and a Qualified Person as defined under National Instrument 43-101 - Standards of Disclosure for Mineral Projects ("NI 43-101"). Mr. Robb is not independent of the Company within the meaning of NI 43-101.
For a further discussion of the Company's QA/QC and data verification procedures and processes, please see its most-recently filed technical report, a copy of which may be obtained at www.sedarplus.ca.
About Canamera Energy Metals Corp.
Canamera Energy Metals Corp. is a rare earth elements exploration and development company with an expanding project portfolio across Brazil, the United States, and Canada. The Company is focused on advancing ionic clay REE projects in Brazil and critical mineral assets in North America to support Western rare earth supply chain independence. For more information, visit www.canamerametals.com.
CAUTIONARY NOTE REGARDING FORWARD-LOOKING INFORMATION
This news release contains "forward-looking information" within the meaning of applicable Canadian securities legislation, including, but not limited to, statements regarding: the Company's expectation that assay results from the four additional holes at the South Target will be reported upon receipt and validation; the Company's evaluation of follow-up exploration programmes at the South Target, including the potential for deeper drilling to evaluate mineralisation below 22 metres; the potential for mineralisation to continue at depth below TUV-AUG-0036; the potential for the South, Cordis, Linda, and Marita targets to be associated with comparable weathering and geological domains; and the potential for ionic clay rare earth mineralisation to be present in untested areas of the Project.
Forward-looking information is based on assumptions that, while considered reasonable by the Company, are inherently subject to significant business, economic, and competitive uncertainties and contingencies. Such assumptions include, without limitation: that follow-up drilling and exploration programmes can be designed and executed on commercially reasonable terms; that the geological and geophysical interpretations of the Project are consistent with ionic adsorption clay-hosted rare earth mineralisation; that exploration results will continue to support the Company's assessment of the Project's potential; that the four additional holes submitted for assay at the South Target will be received and validated in a timely manner sufficient to permit disclosure in the near term; and that rare earth commodity prices and market conditions remain sufficient to support continued exploration investment.
Forward-looking information is subject to known and unknown risks, uncertainties, and other factors that may cause the Company's actual results, performance, or achievements to differ materially from those expressed or implied by such forward-looking information. These risks include, but are not limited to: the possibility that follow-up drilling does not confirm the continuity or extent of mineralisation at the South, Cordis, Linda, or Marita targets; the possibility that mineralisation does not continue at depth below TUV-AUG-0036; the risk that the four additional holes at the South Target do not confirm or expand the mineralisation returned by TUV-AUG-0036, or that their results are delayed; the risk that geophysical similarities between targets do not reflect equivalent or comparable mineralisation; the risk that ionic clay mineralisation at the Project is not amenable to economic extraction; uncertainty regarding the economic significance of gallium values; volatility in rare earth and critical mineral commodity prices; and general exploration risks inherent to the evaluation of mineral properties at an early stage. Readers are referred to the risk factors described in the Company's most recent continuous disclosure filings available on SEDAR+ at www.sedarplus.ca. Readers are cautioned not to place undue reliance on forward-looking information. Except as required by applicable securities laws, the Company assumes no obligation to update or revise any forward-looking information to reflect events or circumstances after the date of this news release.
Neither the Canadian Securities Exchange nor its Regulation Services Provider (as that term is defined in the policies of the Canadian Securities Exchange) accepts responsibility for the adequacy or accuracy of this release.
Drill hole ONED26-007 returns 12 m at 3.1 g/t Au, including 1 m at 18.1 g/t Au, at the new Megabe target; two rigs turning at Ontenu NE within the Osena Project, with a porphyry test being prepared at Ontenu Central; surface exploration and drill-target definition advancing at the Anga Project, adjacent to K92 Mining's operation; reconnaissance at May River secures community consent and site access Vancouver, British Columbia--(Newsfile Corp. - June 16, 2026) - South Pacific Metals Corp. (TSXV: SPMC) (OTCQB: SPMEF) (FSE: 6J00) ("SPMC" or "South Pacific Metals" or the "Company") is pleased to report new high-grade gold drill results from its Ontenu NE project and to provide a corporate update across its portfolio of gold-copper exploration projects in Papua New Guinea ("PNG"). Drill hole ONED26-007, the first hole testing the new Megabe target at Ontenu NE, returned 12 m at 3.1 g/t Au, including 1 m at 18.1 g/t Au.
Sekur and AdRevv to target database of 271 million people searching for privacy VPN, secure emails and messaging and privacy phones
MIAMI, FL / ACCESS Newswire / June 16, 2026 / Sekur Private Data, Inc., a Miami based leading Swiss-hosted cybersecurity, private communications, and defense communications company serving enterprise, government, and defense clients, and wholly owned U.S. based subsidiary of Sekur Private Data (OTCQB:SWISF)(CSE:SKUR)(FRA:GDT0) ("Sekur" or the "Company"), is pleased to announce that it has signed a partnership agreement with U.S. based AdRevv, targeting users searching for privacy solutions such as VPN, secure email, secure messaging and secure voice calls.
The partnership is based on a revenue share between Sekur and AdRevv for all sales generated through AdRevv, with AdRevv receiving 40% of revenue on SekurVPN sales and 25% on all other Sekur solutions. AdRevv will target its 271 million people database in the USA, using AI to identify users actively searching online for solutions such as those Sekur offers. The program is expected to start in July 2026 for a minimum of 12 months, deploying 1,000,000 retargeting emails per month to convert interested users.
Sekur Core Communications Solutions
Sekur delivers secure business communications engineered to work within and beyond the Sekur network, operating independently of conventional telecommunications infrastructure to reduce exposure to interception, data harvesting, and surveillance. No Sekur solution data mines or location tracks its users. All solutions are built on proprietary architecture with zero reliance on Big Tech infrastructure or open-source code - built to meet the privacy and compliance requirements of enterprises, professionals, and organizations handling sensitive information. Enterprise and government deployments are supported by on-premises infrastructure options for full data sovereignty and organizational control.
SekurMail - Secure Business & Executive Email
An enterprise-grade encrypted email platform designed for executives, professionals, and organizations handling confidential business communications. Built on proprietary architecture with zero Big Tech dependencies and no metadata tracking, SekurMail keeps sensitive communications private between sender and recipient. Key capabilities include SekurSend/SekurReply for secure delivery to non-Sekur recipients without exposing sender identity or message content; full message delivery control and audit capability; encrypted file transfer; custom domain support for organizational integration; and active protection against phishing, social engineering, and Business Email Compromise (BEC) attacks targeting corporate and administrative networks.
SekurMessenger - Secure Team Messaging & Collaboration
A secure messaging platform providing end-to-end encrypted text, file transfer, voice messages, and collaboration capabilities for teams and professionals handling confidential information. Features include self-destructing messages for added privacy, encrypted file transfers, and compliance-grade archiving for recordkeeping and audit requirements. Cross-network secure communications with non-Sekur users are supported via Chat-by-Invite - enabling secure coordination with external partners and clients without compromising the network. Each user is assigned a unique Sekur ID for identity verification and contact authentication, with no phone number required - preserving user privacy across all environments.
SekurVPN - Enterprise Network Security & Identity Protection
An enterprise-grade Virtual Private Network leveraging proprietary HeliX encryption technology, engineered to provide secure internet access, identity obfuscation, and traffic protection for professionals and organizations operating across remote, traveling, or untrusted network environments. SekurVPN maintains zero data logging, ensuring no record of user activity exists that could be exposed through legal process, network compromise, or third-party collection. Built for use cases where standard commercial VPN solutions present unacceptable privacy and security risk.
SekurRelay - Executive-Level Secure Email Integration
An enterprise-grade secure email relay solution that enables domain splitting - allowing organizations to establish secure communications at the executive, board, or senior staff level without requiring full organizational migration or infrastructure overhaul. SekurRelay removes one of the most significant barriers to large-scale enterprise and government deployment, enabling phased adoption that protects the highest-value personnel and communications immediately while broader organizational rollout proceeds. Designed for enterprises, regulated industries, and government organizations requiring rapid, low-friction elevation of communications security at the executive tier.
SekurVoice - Encrypted Voice & Video for Confidential Communications
A fully encrypted voice and video communications platform engineered on proprietary HeliX data transfer architecture, purpose-built to defeat telecom network tracing, resist Pegasus-style malware intrusion, and support Controlled Unclassified Information (CUI) handling requirements. SekurVoice is designed for executives and professionals conducting confidential or sensitive conversations where standard carrier-based voice and video platforms present unacceptable interception and exploitation risk. Call-by-Invite capability via SMS or SekurSend email ensures controlled access and eliminates unsolicited contact. Each user is assigned a unique Sekur ID for identity management, with no phone number required - preserving user privacy across all voice and video communications.
About Sekur Private Data
Sekur Private Data is a Swiss-hosted cybersecurity, defense communications, and privacy solutions provider, offering a secure suite of tools to protect governments, defense and federal agencies, businesses, and individuals from unauthorized access and cyber threats. With capabilities such as SekurOne, SekurMail, SekurMessenger, and SekurVPN, Sekur provides a reliable and secure means of digital communication and data storage for Controlled Unclassified Information (CUI), classified-adjacent and civilian communications use, grounded in Swiss privacy standards with on-premises infrastructure for government agencies, allowing for data sovereignty. Sekur sells its solutions through its website www.sekur.com, approved distributors and telecommunications companies globally, and through the U.S. General Services Administration (GSA) Multiple Award Schedule (MAS), Contract No. 47QTCA18D0089 serving governments, defense institutions, federal agencies, businesses, and consumers worldwide. Sekur's main sales operations are in Miami, USA.
CONTACT
Alain Ghiai
President and Chief Executive Officer
SEKUR PRIVATE DATA LTD.
Email: [email protected]
www.sekur.com
Tel: +1.305.347.5114
Follow Sekur on:
X
LinkedIn
YouTube
For more company information, please visit: https://sekur.com
Forward-Looking Information
This news release contains certain forward-looking information within the meaning of applicable Canadian securities laws ("forward-looking statements"). All statements other than statements of present or historical fact are forward-looking statements. Forward-looking statements are often, but not always, identified by the use of words such as "anticipate", "achieve", "could", "believe", "plan", "intend", "objective", "continuous", "ongoing", "estimate", "outlook", "expect", "project" and similar words, including negatives thereof, suggesting future outcomes or that certain events or conditions "may" or "will" occur. These statements are only predictions. These statements reflect management's current estimates, beliefs, intentions and expectations; they do not guarantee future performance. Sekur cautions that all forward-looking statements are inherently uncertain, and that actual performance may be affected by a number of material factors, many of which are beyond Sekur's control. Such factors include, among other things: risks and uncertainties relating to the future of the Company's business; the success of marketing and sales efforts of the Company; the projections prepared in house and projections delivered by channel partners; the Company's ability to complete the necessary software updates; increases in sales as a result of investments software development technology; consumer interest in the Products; future sales plans and strategies; reliance on large channel partners and expectations of renewals to ongoing agreements with these partners; anticipated events and trends; the economy and other future conditions; and other risks and uncertainties, including those described in Sekur's prospectus dated May 8, 2019, filed with the Canadian Securities Administrators and available on www.sedarplus.ca. Accordingly, actual and future events, conditions and results may differ materially from the estimates, beliefs, intentions and expectations expressed or implied in the forward-looking information. Except as required under applicable securities legislation, Sekur undertakes no obligation to publicly update or revise forward-looking information.
Key Takeaways Target's digital comparable sales rose 8.9%, outpacing 6.7% growth in overall net sales. Same-day delivery surged more than 27%, boosted by adoption of the Target Circle 360 program. Target gross merchandise value grew nearly 60%, while stores fulfilled more than 95% of sales. Target Corporation’s (TGT - Free Report) first-quarter fiscal 2026 performance highlighted the growing importance of its digital ecosystem as a driver of revenue growth. While overall net sales increased 6.7% year over year, digital comparable sales rose 8.9%, outpacing total company growth and reinforcing the role of digital channels in expanding customer engagement.
A key contributor was same-day delivery, which jumped more than 27% during the quarter. Management attributed this strength to Target Circle 360, the company’s membership program designed to deepen customer loyalty through enhanced convenience and fulfillment options. The strong adoption of same-day services suggests guests are increasingly turning to Target for faster and more flexible shopping experiences.
The digital strategy extends beyond direct merchandise sales. Non-merchandise revenues climbed nearly 25%, supported by growth in Roundel advertising revenues, Target Circle 360 memberships and the Target+ marketplace. These businesses create additional monetization opportunities from digital traffic while diversifying revenue streams.
Management noted that first-party digital sales increased nearly 9% in the quarter, while Target+ gross merchandise value expanded close to 60%. Such results indicate that Target’s digital platform is attracting both shoppers and third-party sellers, strengthening network effects across its ecosystem.
Importantly, digital growth is being supported by Target’s store-based fulfillment model, which fulfills more than 95% of sales through stores. This integration allows the company to scale digital demand efficiently while leveraging its physical footprint.
How Target Compares With Walmart and Costco’s Comp SalesWhile Target is showing signs of improving category momentum, peer performance provides additional context on how consumer demand is trending across the retail landscape.
Walmart Inc. (WMT - Free Report) posted U.S. comparable sales growth of 4.1% in the first quarter of fiscal 2027, driven by higher customer transactions, increased unit volumes and strong e-commerce performance. Walmart continued to gain market share across income groups while benefiting from growth in advertising, marketplace sales and Walmart+ membership revenues. Walmart’s results reflected steady demand for both grocery and general merchandise offerings.
Costco Wholesale Corporation’s (COST - Free Report) third-quarter fiscal 2026 comparable sales rose 9.8%, helped by fuel inflation and foreign exchange. Costco’s adjusted comparable sales increased 6.6%, reflecting broad-based demand, with traffic up 2.4% and adjusted ticket growth of 4.2%. Costco also posted healthy regional adjusted comps of 6.8% in the United States, 6.2% in Canada and 5.9% internationally.
What the Latest Metrics Say About TargetTarget has seen its shares jump 14.1% over the past three months compared with the industry’s rise of 3.5%.
Image Source: Zacks Investment Research
From a valuation standpoint, Target's forward 12-month price-to-earnings ratio stands at 15.57, lower than the industry’s ratio of 32.24. However, TGT is trading above its 12-month median level of 14.96.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Target’s current financial-year sales and earnings per share implies year-over-year growth of 3.9% and 10.3%, respectively. The consensus mark for earnings has risen 31 cents to $8.35 per share over the past 30 days.
Image Source: Zacks Investment Research
Target currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SoundHound AI (SOUN 4.09%) is a voice artificial intelligence (AI) company that has relied on acquisitions in recent years to grow its business. In an effort to become bigger, diversify its customer base, and gain market share, acquisitions have been key to its growth strategy. They can help a company quickly advance its position in an industry, especially one that's as fast-growing as tech.
But acquisitions can also add cost and complexity, which is why investors aren't always thrilled with them. Plus, they can mask a company's true organic growth, making it difficult to assess how well the core business is really doing, since new segments and business units muddy the picture.
SoundHound's management recently outlined its acquisition strategy, and it should leave investors thinking twice about whether to invest in the tech stock.
Image source: Getty Images.
Why SoundHound's acquisition strategy looks particularly risky Anytime a company acquires another business, there's a risk that the integration won't go smoothly and that it may chip away at margins and overall profitability. That's why it needs to be a careful undertaking; the net result may be negative.
On SoundHound's most recent earnings call, CEO Keyvan Mohajer explained the company's approach when looking for a potential acquisition target:
We find companies that have a great team and a great business, really strong customer relationships, and they are deeply integrated with their customers with a long history. But for some reasons, they are going through some stressful situations
There are multiple flags within here that stand out to me.
The first is that they are pursuing distressed companies, which is a challenge in itself, as turnaround efforts can be costly and aren't guaranteed to succeed. Secondly, the phrase "for some reasons" troubles me because it suggests that SoundHound AI could be acquiring companies with a range of problems, or worse, problems it may not fully understand. Either way, it means that SoundHound is seeking out troubled companies to conceivably buy at discounts. For investors, this is akin to buying cheap stocks that may simply be value traps. It's risky, and in many cases, it's not a good move.
Today's Change
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Current Price
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SoundHound's stock hasn't been winning investors over with its strategy While SoundHound has grown its business over the years, with revenue of $169 million last year doubling the $85 million it generated in the prior year, that hasn't translated into strong returns for investors. This year, the stock is down 26%. Investors may be more concerned about the company's continued losses and lack of a path to profitability, underscoring the risk that comes with going aggressively after acquisitions.
I'd avoid SoundHound AI, as there are many safer growth stocks to buy with stronger financials and growth strategies that aren't nearly as aggressive.
Target (TGT - 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 retailer have returned +7.9%, compared to the Zacks S&P 500 composite's +2.1% change. During this period, the Zacks Retail - Discount Stores industry, which Target falls in, has gained 1.9%. 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.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Target is expected to post earnings of $2.21 per share for the current quarter, representing a year-over-year change of +7.8%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.7%.
For the current fiscal year, the consensus earnings estimate of $8.35 points to a change of +10.3% from the prior year. Over the last 30 days, this estimate has changed +3.8%.
For the next fiscal year, the consensus earnings estimate of $8.89 indicates a change of +6.4% from what Target is expected to report a year ago. Over the past month, the estimate has changed +4%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Target.
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 Target, the consensus sales estimate for the current quarter of $26 billion indicates a year-over-year change of +3.2%. For the current and next fiscal years, $108.83 billion and $111.95 billion estimates indicate +3.9% and +2.9% changes, respectively.
Last Reported Results and Surprise HistoryTarget reported revenues of $25.44 billion in the last reported quarter, representing a year-over-year change of +6.7%. EPS of $1.71 for the same period compares with $1.3 a year ago.
Compared to the Zacks Consensus Estimate of $24.45 billion, the reported revenues represent a surprise of +4.06%. The EPS surprise was +21.28%.
Over the last four quarters, Target surpassed consensus EPS estimates three times. The company topped consensus revenue estimates two 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.
Target is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Target. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Vancouver, British Columbia – TheNewswire - June 16, 2026 – Adamera Minerals Corp. (TSX-V: ADZ; OTC: DDNFF) (“Adamera” or the “Company”) reports that new geophysical modeling at the Talisman tungsten property in Washington State has delineated three drill targets. The Company applied 3D inversion modeling of ground magnetic data, a methodology that adds a third dimension – depth - to determine the vertical extent of a magnetic source. This modeling has successfully defined deep magnetic features interpreted to potentially be associated with tungsten-copper-silver mineralization.
The model shows a magnetic anomaly in proximity to the historic Talisman mine extends approximately 1000 metres along strike and to depths up to 200 metres below the workings. Based on our knowledge of the geology our interpretation is for “stacked” skarn horizons below the deposit historically mined. That possibility is supported by the presence of surface mineralization at different elevations on the property, suggesting a substantially larger opportunity than previously recognized.
New 3D Modeling Significantly Expands Historic Mine Target
The Talisman Mine was a high-grade producer of tungsten, copper, and silver +- bismuth during World War II and the Korean war for U.S. military applications. Historic records report production grades averaging approximately 5% copper, 103 g/t silver and 0.35% - 1.0% WO₃.
Historic mine development of 600 metres is reported at Talisman. The only drilling recorded is from a series of short holes in the vicinity of underground stope development. No modern exploration drilling has been completed.
The new 3D inversion indicates that the magnetic body associated with the historic mine extends nearly one kilometre along strike and continues to depths greater than 200 metres. Also, two additional undrilled magnetic targets have been identified elsewhere on the property.
“Historically, the mine exploited only a very small portion of what now appears to be a much larger mineralized system,” stated Mark Kolebaba, President and CEO of Adamera Minerals. “We have long known that the magnetic anomaly extended beyond the mine workings laterally. What this inversion confirms is that it also extends to depth below the historic workings. We have also identified two other undrilled anomalies, one centered on a surface sample of 0.33% WO₃. A third target lies below multiple high-grade copper-silver samples collected at the surface. Field crews are mobilizing this month to advance the targets towards drill testing.”
Three Priority Drill Targets
Adamera completed 3D magnetic inversions to attain a better understanding the geometry of the Talisman skarn system.
Target 1 – Mine Zone (Primary Drill Target)
All four inversion parameters converge on a high-susceptibility body coincident with the historic mine area.
Key characteristics include:
Approximately 1 kilometre of strike extent.
Modelled depth extent exceeds 200 metres and remains open at depth.
Historic mining occurred along the eastern flank of the anomaly, a favourable structural position commonly associated with high-grade replacement mineralization in skarn systems.
Represents the highest-priority drill target on the property.
Target 2 – Southern Discovery
Located approximately 720 metres south of the historic mine, a surface rock sample returned 0.33% WO₃ directly above a discrete magnetic anomaly.
Key characteristics include:
More than 200 metres of modelled depth extent.
No historic drilling, trenching or underground development.
In tungsten-skarn systems, scheelite precipitates where calcium-saturated carbonate fluids intersect tungsten-bearing magmatic inputs at structural gradient transitions. The coincidence of a high-grade surface sample with a depth-persistent magnetic body is consistent with a buried, potentially mineralized skarn.
Target 3 – Central-Western Anomaly
A third large magnetic body is modelled in the central-western portion of the property.
Key characteristics include:
Strong dipolar magnetic response typical of magnetite-bearing skarn systems.
Surface cover has limited historic prospecting and sampling.
Elevated copper values have been identified in the area.
A structural lineament links the anomaly to the mine zone target, suggesting a common hydrothermal source.
June 2026 Field Program
Field crews are mobilizing this month to advance the targets toward drill testing. Planned work includes:
Systematic soil and rock sampling along modelled structural corridors.
Prospecting and geological mapping of magnetic gradient zones.
VLF-EM surveying to identify conductive sulphide-bearing structures and alteration halos commonly associated with copper-bearing skarns.
About the Talisman Tungsten Property
The Talisman Tungsten Property hosts a historic copper-silver-tungsten (± bismuth) skarn deposit in Washington State. Historic production records indicate grades averaging approximately 5% copper, 103 g/t silver and 0.35%–1.0% WO₃. The deposit formed where magmatic-hydrothermal fluids reacted with carbonate host rocks adjacent to intrusive bodies. No exploration drill holes have ever been completed on the property.
The technical content of this release has been reviewed and approved by Martin St. Pierre, P.Geo., a Qualified Person as defined by National Instrument 43-101.
About Adamera Minerals Adamera Minerals Corp. is advancing a tungsten portfolio in Washington State as part of an industry imperative to establish a secure, uninterrupted domestic supply for U.S. markets. The Company is committed to utilizing modern, tech-driven exploration methodologies and proprietary analytical methods to efficiently discover and define economic mineral resources. Adamera is focused on translating exploration success into tangible equity while continuing to evaluate high-value targets across its project pipeline.
(1) Historic production data and sampling grades are sourced from the Talisman Mine record (MRDS#10042380) and Washington Division of Mines and Geology Bulletin No. 37. These are historical figures; a Qualified Person has not completed sufficient work to verify them under NI 43-101.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release. The TSX Venture Exchange has not reviewed and does not accept responsibility for the adequacy or accuracy of this release. Statements in this press release, other than purely historical information, including statements relating to the Company’s future plans and objectives or expected results, may include forward-looking statements. Forward-looking statements are based on numerous assumptions and are subject to all of the risks and uncertainties inherent in resource exploration and development. As a result, actual results may vary materially from those described in the forward-looking statements.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most 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 traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +24% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
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.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure 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.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Target (TGT - Free Report) Founded in 1902, Target Corporation offers guests fashionable, differentiated merchandise and everyday essentials at discounted prices. Its assortment spans the company’s core merchandise categories, including Apparel & Accessories, Beauty, Food & Beverage, Hardlines, Home Furnishings & Décor, and Household Essentials. Target enables guests to purchase products seamlessly in stores or through its digital channels, and it leverages stores as fulfillment hubs. In addition to merchandise sales, Target generates revenues from other sources, most notably advertising revenues and credit card profit-sharing income. Other capabilities include Roundel, Target Plus and membership fees, including paid Target Circle 360. Target’s Shipt subsidiary facilitates delivery services, including same-day delivery to guests.
TGT is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Retail-Wholesale stock. TGT has a Momentum Style Score of B, and shares are up 7.9% over the past four weeks.
15 analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.31 to $8.35 per share. TGT also boasts an average earnings surprise of +8.2%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, TGT should be on investors' short list.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SOUN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
Considering buying XOM stock? Here’s what analysts think:
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Marley Kayden breaks down Exxon Mobil (XOM), pointing out that shares are trading below prices before the U.S.-Iran War began. That didn't stop BofA from upgrading the stock and initiating a $154 price target.
COLORADO SPRINGS, Colo.--(BUSINESS WIRE)---- $VENU #AlexWarren--Venu Holding Corporation ("VENU" or the "Company") (NYSE American: VENU), owner, operator, and developer of premium live entertainment destinations, today announced that its flagship Ford Amphitheater reported strong premium seating demand, with both performances reaching sellout or near-sellout of available inventory, across two recent performances, Alex Warren on June 3, 2026 and Yo-Yo Ma with the Colorado Symphony, with Peter Oundjian, Music Director,.
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.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
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.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Ford Motor Company (F - Free Report) Dearborn, MI-based Ford is one of the leading automakers in the world. It manufactures, markets and services cars, trucks, sport utility vehicles, electrified vehicles and Lincoln luxury vehicles.
F is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 9.02; value investors should take notice.
For fiscal 2026, eight analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.13 to $1.64 per share. F boasts an average earnings surprise of +58.4%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, F should be on investors' short list.
In the latest close session, Ford Motor Company (F - Free Report) was down 2.44% at $14.41. The stock trailed the S&P 500, which registered a daily loss of 0.57%. Elsewhere, the Dow saw an upswing of 0.64%, while the tech-heavy Nasdaq depreciated by 1.15%.
Coming into today, shares of the company had gained 13.35% in the past month. In that same time, the Auto-Tires-Trucks sector lost 0.94%, while the S&P 500 gained 2.14%.
Market participants will be closely following the financial results of Ford Motor Company in its upcoming release. On that day, Ford Motor Company is projected to report earnings of $0.35 per share, which would represent a year-over-year decline of 5.41%. Simultaneously, our latest consensus estimate expects the revenue to be $45.44 billion, showing a 3.21% drop compared to the year-ago quarter.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.64 per share and revenue of $175.77 billion, indicating changes of +50.46% and +0.99%, respectively, compared to the previous year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Ford Motor Company. These revisions help to show the ever-changing nature of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
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. Within the past 30 days, our consensus EPS projection has moved 2.61% higher. Currently, Ford Motor Company is carrying a Zacks Rank of #3 (Hold).
In terms of valuation, Ford Motor Company is presently being traded at a Forward P/E ratio of 9.02. This expresses a discount compared to the average Forward P/E of 19.68 of its industry.
One should further note that F currently holds a PEG ratio of 0.32. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. Automotive - Domestic stocks are, on average, holding a PEG ratio of 0.95 based on yesterday's closing prices.
The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector. This group has a Zacks Industry Rank of 170, putting it in the bottom 31% 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.
Detroit automakers Ford Motor Company (F 0.40%) and General Motors (GM +3.15%) are taking a page out of electric vehicle (EV) giant Tesla's (TSLA +0.98%) playbook. Last month, Ford announced that Ford Energy, a wholly owned subsidiary, will provide the U.S. market with battery energy storage systems (BESS) for utilities, large industrial and commercial customers, and artificial intelligence (AI) data centers. Let's take a look at GM's equivalent announcement, why it could have an advantage over Ford, and, using Tesla as an example, understand the new revenue stream's potential.
A look at rival Ford Energy. Image source: Ford Motor Company.
The same, but different GM's recent partnership with Peak Energy to develop next-generation sodium-ion battery cells will be used for grid-scale energy storage strategies. The agreement calls for GM to develop the sodium-ion cells in its Michigan battery labs, and the automaker will retain exclusive manufacturing rights. GM has invested in Peak Energy, and the latter will use the battery cells in its storage systems as it accelerates U.S. production.
It sounds very similar to Tesla and Ford Energy, but the energy storage market is largely using lithium-iron phosphate (LFP) batteries. Peak Energy and GM, however, believe that the sodium-ion battery composition could deliver a lower-cost alternative for grid applications and storage, where energy density is less important than in EVs, giving it an advantage in cost, reliability, and safety.
One example that emphasizes the difference is that LFP battery systems require active cooling equipment to maintain safe operating temperatures, which increases costs. Peak Energy's system, however, eliminates the need for a cooling system entirely. That means its sodium-ion system can reduce energy storage costs by around 20% while still delivering 99% uptime.
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Show me the money That's one reason GM and Peak Energy believe sodium-ion battery use for storage systems will increase in the coming years. For investors, the idea of an incremental revenue stream is enticing, and Tesla has shown that it can be a lucrative business.
In fact, Tesla Energy has quickly grown into a strong business division for Tesla, achieving record storage deployments of 46.7 GWh last year and generating $12.7 billion in revenue with margins around 30% -- far higher than standard vehicles.
While GM and Peak Energy have yet to announce a fixed combined GWh generation target, Ford probably gets us into a similar ballpark, aiming to deploy at least 20 GWh annually, with deliveries beginning in late 2027.
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What it all means Automakers as investments are changing before investors' eyes, and the energy storage systems business is one of the industry's new opportunities as the world slowly switches to electrified vehicles. This is a meaningful development that can and will improve the automakers' bottom lines, and as more projects, strategies, and potentially new revenue streams come into play, it could help automakers boost their valuations for investors.
General Motors (GM - Free Report) closed the most recent trading day at $82.51, moving -1.86% from the previous trading session. This change lagged the S&P 500's daily loss of 0.57%. At the same time, the Dow added 0.64%, and the tech-heavy Nasdaq lost 1.15%.
Shares of the an automotive manufacturer have appreciated by 15.01% over the course of the past month, outperforming the Auto-Tires-Trucks sector's loss of 0.94%, and the S&P 500's gain of 2.14%.
The investment community will be paying close attention to the earnings performance of General Motors in its upcoming release. The company is slated to reveal its earnings on July 21, 2026. It is anticipated that the company will report an EPS of $3.12, marking a 23.32% rise compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $46.65 billion, indicating a 0.99% downward movement from the same quarter last year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $12.85 per share and a revenue of $185.27 billion, representing changes of +21.23% and +0.13%, respectively, from the prior year.
Investors should also note any recent changes to analyst estimates for General Motors. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. 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, 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. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.04% increase. General Motors currently has a Zacks Rank of #3 (Hold).
Digging into valuation, General Motors currently has a Forward P/E ratio of 6.54. This denotes a discount relative to the industry average Forward P/E of 19.68.
Meanwhile, GM's PEG ratio is currently 0.42. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Automotive - Domestic industry had an average PEG ratio of 0.95 as trading concluded yesterday.
The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector. Currently, this industry holds a Zacks Industry Rank of 170, positioning it in the bottom 31% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
SOUTHFIELD, Mich., June 16, 2026 (GLOBE NEWSWIRE) -- General Motors (GM) recognized Chemico as a 2025 Supplier of the Year in the category of Industrialization during GM’s recent 34th annual Supplier of the Year award event in Austin, Texas. During its 37-year tenure as a GM supplier, Chemico has received 16 GM Supplier of the Year awards, including an Overdrive award for above-and-beyond performance in 2023.
“Receiving our 16th Supplier of the Year award from General Motors is a tremendous honor,” said Leon C. Richardson, founder, president, and CEO of Chemico. “This achievement reflects the strength of our lasting collaborative partnership with GM and the daily dedication to service, quality, and excellence that our team brings each day. It is also a testament to the mission we set out with in 1989 -- to add value to our customers’ supply chain, add value to the lives of our employees, and add value to the communities in which we live and work.”
For 2025, GM’s 34th annual Supplier of the Year and Overdrive awards recognize 103 suppliers spanning 14 countries. These suppliers deliver outstanding performance, partnership, and innovation in support of GM’s global operations. Awardees are selected by a global GM team based on performance across key categories such as safety, innovation, execution, resilience, and customer support, along with their alignment to GM’s core values and strategic priorities.
“Supplier of the Year is one of those key moments our whole team looks forward to every year because it highlights the partnerships behind every vehicle we build,” said Shilpan Amin, Senior Vice President, Global Chief Procurement and Supply Chain Officer, General Motors. “The results our suppliers deliver throughout the entire product development cycle are central to our ability to deliver world-class vehicles to our customers. When our suppliers, such as Chemico, lean in with us on new technology and flawless execution, we can move faster, compete harder and unlock more value across the entire supply chain.”
Founded in 1989, The Chemico Group has become one of the nation’s leading providers of chemical management services, distribution and specialty product manufacturing firms across North America and abroad. The company specializes in integrated solutions for the entire chemical lifecycle - from procurement to on-site inventory management and environmentally conscious disposal. Chemico’s vast network of suppliers and specialty manufacturers provides a wide variety of chemical solutions to customers across the automotive, aerospace, electronics and healthcare industries and the defense sector. With 50 locations and more than 450 employees across the U.S. and Mexico, the company remains poised for significant growth.
Chemico has entered a strategic partnership with DuBois Chemicals, whose product breadth includes value-added chemical solutions and process improvements for industrial manufacturing, cleaning, and water treatment applications. DuBois’ local technical expertise and facility footprint, coupled with Chemico’s industry-leading service capabilities, deliver unparalleled value to customers.
For more information, visit www.thechemicogroup.com.
Caption: Chemico CEO Leon C. Richardson (center) accepts the 2025 Supplier of the Year award from General Motors during their 34th annual Supplier of the Year awards event in Austin, Texas. Richardson is flanked by Mauricio Pincheira, Chemico VP Automotive & Industrial Accounts (far left), Sham Kunjur, GM Executive Director Purchasing (left) and Dave Macleod, Chemico Executive VP (right).
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/cbb30f33-55bd-497e-9d3c-7f2d608b473d.
General Motors Co. (NYSE:GM) introduced the fifth-generation 2027 Chevrolet Silverado 1500 on Tuesday, giving its top-selling pickup a ground-up redesign on a modified T1-2 platform and a sharper bet on V8 power.
Chevrolet Bets On Larger V8 Engines AgainChevrolet said the new Silverado replaces the outgoing 5.3-liter and 6.2-liter engines with larger 5.7-liter and 6.6-liter V8s built on GM's Gen VI small-block architecture. The 5.7-liter engine revives the classic "350" small-block identity for the first time in nearly 30 years, while the 6.6-liter replaces the prior 6.2-liter option.
The standard turbocharged four-cylinder stays in the lineup but gets performance upgrades. The fuel-efficient 3.0-liter Duramax turbo-diesel inline-six also carries over. Every 2027 Silverado now comes with a 10-speed automatic transmission, replacing the previous eight-speed setup on lower trims.
Digital Cabin And Simplified Trims Take ShapeChevrolet also simplified the truck's trim structure to seven choices. The company retired the long-running LT badge and renamed that core consumer trim simply "Silverado." Three trims arrive as factory-lifted models because of what Chevrolet called "significant demand" in its press release.
Inside, the Silverado moves to a far more digital cabin. Every trim, including the Work Truck, gets a 16.3-inch center touchscreen and a 12.2-inch digital driver display. High Country and ZR2 models add an 11.5-inch passenger screen, head-up display and rear camera mirror, giving premium trims more than 60 inches of total screen space.
Chevrolet said availability and pricing will be announced later this year. Edmunds pricing for the current Work Truck sits around the $39,000 to $40,000 range, below base versions of the Ford F-150 XL and Ram 1500 Tradesman.
Reliability Questions And Earnings Frame Silverado LaunchThe redesign also follows reliability scrutiny for GM's current 6.2-liter V8. GM recalled nearly 600,000 L87-equipped vehicles in the U.S. last year after engine-failure concerns and a later change to oil guidance.
The launch comes as GM says the Silverado EV remains in its lineup, even after the Trump administration rolled back the EPA's 2009 Endangerment Finding.
GM recently reported first-quarter adjusted earnings of $3.70 per share, beating estimates of $2.62. Revenue slipped 0.9% to $43.624 billion, while adjusted EBIT rose 21.9% to $4.253 billion. GM is scheduled to report second-quarter results on July 21.
Benzinga Edge Rankings show that General Motors stock scores well on the Momentum and Value metrics and offers a favorable price trend in the Short, Medium and Long Term.
Price Action: GM stock fell 1.86% to $82.51 at market close on Tuesday, but gained 0.59% to $83.00 during the after-hours session.
Photo Courtesy: Jonathan Weiss on Shutterstock.com
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SummaryGE Aerospace remains a Buy, with nearly 18% upside to a $402.85 price target, supported by dominant engine program positions and resilient aftermarket revenue.GE benefits from multi-decade growth via CFM LEAP, GEnx, and GE9X engines, leveraging a vast installed base and strong pricing power in aftermarket sales.Recent Middle East conflict posed risks to utilization, but a peace deal and GE's diversified fleet mitigate near-term headwinds; inflation pressures are manageable due to pricing power.Q2 revenue is expected to grow 16% to $11.8B, but H2 growth estimates have softened; supply chain commentary will be critical for forward expectations and valuation.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More »Sitewide Sale 2026: Get 20% Off Zhi Xiong Lee/iStock via Getty Images
GE Aerospace (GE) remains a Buy despite the stock gaining nearly 25% since my last report, significantly outperforming both the S&P 500 and its aerospace peers. While the strong share price performance
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
