Na společnost Hub Group byla podána hromadná žaloba kvůli údajným účetním nesrovnalostem v letech 2023, 2024 a v prvních třech čtvrtletích roku 2025. Investoři mají čas do 28. srpna 2026 na podání žádosti o jmenování hlavním žalobcem.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Hub Group, Inc. (“Hub Group” or the “Company”) (NASDAQ: HUBG). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Hub Group and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Hub Group securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On February 5, 2026, Hub Group announced that the Company’s financial statements for the first three quarters of 2025 should not be relied upon due to “an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025.” The Company revealed that its reports for those quarters “were in each case materially misstated due to the aforementioned error and should no longer be relied upon” and that “the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps.” The Company also estimated that “[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million.” As such, Hub Group stated that it “plans to restate its financial statements for the first, second and third quarters of 2025.”
On this news, Hub Group’s stock price fell $9.37 per share, or 18.25%, to close at $41.96 per share on February 6, 2026.
Then, on May 12, 2026, Hub Group announced that it had “identified certain transactions that were prematurely or incorrectly recognized or not adequately supported,” causing its 2023 and 2024 annual reports filed with the SEC to be “materially misstated,” such that they “should no longer be relied upon.” The Company did not quantify the expected misstatement, although it “expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023.”
On this news, Hub Group’s stock price fell $5.24 per share, or 12.52%, to close at $36.62 per share on May 12, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Na společnost Insulet a některé členy vedení byla podána hromadná žaloba kvůli údajným klamavým tvrzením o výrobních kontrolách a bezpečnosti produktů. Firma už dříve oznámila dvě dobrovolné opravy zdravotnických pomůcek Omnipod 5.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation (“Insulet” or the “Company”) (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Insulet securities during the Class Period, you have until August 31, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States (“U.S.”) and internationally.
The Company offers, inter alia, its “Omnipod 5” automated insulin delivery (“AID”) system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; and its “Omnipod Dash”, which features a Bluetooth enabled Pod that is controlled by a smartphone-like Personal Diabetes Manager.
Insulet also formerly offered the Omnipod Insulin Management System, its predecessor to the Omnipod 5, prior to the Class Period, but had already begun to phase out the product by the start of the Class Period.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Insulet’s manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had “initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring.”
On this news, Insulet’s stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the “initat[ion]” of another “voluntary Medical Device Correction”, this time “for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery.”
On this news, Insulet’s stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Acadia získala od FDA status Fast Track pro remlifanserin na halucinace a bludy spojené s psychózou při Alzheimerově chorobě. Topline data z fáze II čeká mezi zářím a říjnem 2026.
Key Takeaways Acadia received FDA Fast Track designation for remlifanserin in Alzheimer's disease psychosis. ACAD expects phase II top-line data between September and October 2026 as phase III enrollment continues. Acadia expects Nuplazid and Daybue combined net sales of about $1.7 billion by 2028. Acadia Pharmaceuticals (ACAD - Free Report) announced that the FDA has granted Fast Track designation to its investigational, highly selective, 5-HT2A receptor inverse agonist, remlifanserin, for the treatment of hallucinations and delusions associated with Alzheimer’s disease psychosis (ADP).
The FDA’s Fast Track designation is intended to expedite the development and review of drugs that treat serious conditions and fulfill unmet medical needs to get important new drugs to patients earlier. It offers benefits, such as more frequent FDA interactions, rolling submission of marketing applications and potential eligibility for Priority Review if certain conditions are met.
According to Acadia, there are currently no FDA-approved therapies for treating ADP.
More on ACAD’s RemlifanserinClinical Development ProgramAcadia is currently evaluating the safety and efficacy of remlifanserin in the RADIANT development program for the treatment of hallucinations and delusions associated with ADP. The company has completed enrollment in the phase II portion of the program and now expects to report top-line results between September and October 2026. Meanwhile, in line with the RADIANT program's seamless operational design, screening and patient enrollment are already underway for the phase III studies. In 2025, ACAD initiated another phase II study of remlifanserin for a second indication – Lewy Body Dementia with Psychosis.
Year to date, ACAD shares have lost 6% against the industry’s 2.4% growth.
Image Source: Zacks Investment Research
Apart from remlifanserin, Acadia’s clinical pipeline comprises several other candidates. The company, in partnership with Saniona, is gearing up to initiate a mid-stage study of ACP-711 for essential tremor in late 2026. In late 2025, ACAD initiated a mid-stage study of ACP-211 for the treatment of major depressive disorder. A first-in-human study of ACP-271 in healthy volunteers was also initiated in the first quarter of 2026.
ACAD's Marketed Drugs Expected to Aid GrowthAcadia’s long-term growth is supported by its lead product, Nuplazid and Daybue, in the United States. The company expects to generate around $1.7 billion in combined net sales by 2028, including $1 billion for Nuplazid and $700 million for Daybue.
Nuplazid is the first and only FDA-approved treatment for hallucinations and delusions associated with Parkinson’s disease psychosis in the United States. The drug enjoys patent protection in the United States until 2038, giving it a long runway for revenue generation by protecting against generic erosion. In the first quarter of 2026, Nuplazid recorded $167 million in sales, up 5% year over year, driven primarily by volume growth.
Since its U.S. launch in 2023 as the first and only treatment for Rett syndrome in adults and pediatric patients aged two years and older, Daybue has witnessed encouraging sales uptake. In the first quarter of 2026, Daybue recorded $101 million in sales, up 20% year over year, driven by growth in the drug’s unit sales as Acadia shipped it to more unique patients. A similar filing is also currently under regulatory review in the EU. A potential nod could further boost sales. Daybue is also marketed (and available) in Canada and Israel for the same indication.
In late 2025, the FDA approved Daybue Stix (trofinetide), a dye- and preservative-free powder formulation for the treatment of Rett syndrome in adults and pediatric patients aged two years and older. The new product expands the Daybue franchise, which remains the only FDA-approved treatment option for this indication.
Daybue Stix is now broadly available in the United States. The company will continue to offer the current oral solution alongside the new formulation, strengthening its positioning in the Rett syndrome treatment market.
ACAD's Zacks Rank & Stocks to ConsiderAcadia currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Neurocrine Biosciences (NBIX - Free Report) , Amarin Corporation (AMRN - Free Report) and Liquidia Corporation (LQDA - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Neurocrine Biosciences’ 2026 earnings per share have risen from $9.15 to $9.44. Over the same period, EPS estimates for 2027 have increased from $10.23 to $10.79. NBIX shares have gained 22% year to date.
Neurocrine Biosciences’ earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 9.08%.
Over the past 60 days, loss per share estimates for Amarin have narrowed from $6.36 to 65 cents for 2026. Over the same period, estimates for loss per share have also narrowed from $4.64 to 51 cents for 2027. AMRN shares have lost 2.5% year to date.
Amarin’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 50.02%.
Over the past 60 days, estimates for Liquidia’s 2026 earnings per share have increased to $3.02 from $2.97. Over the same period, EPS estimates for 2027 have risen to $4.92 from $4.81. LQDA shares have soared 123.5% year to date.
Liquidia’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, the average surprise being 54.40%.
Comfort Systems čeká ve 2. čtvrtletí růst EPS o 59 % na 10,38 USD a tržeb o 35,4 % na 2,94 mld. USD. Tahounem má být rekordní backlog a silná poptávka po datových centrech.
Key Takeaways Comfort Systems' Q2 EPS is estimated to rise 59%, while revenues are projected to grow 35.4%.FIX's record backlog and data-center demand likely supported mechanical and electrical segment growth.Comfort Systems' margins likely benefited from project selection, pricing discipline and operating leverage. Comfort Systems USA, Inc. (FIX - Free Report) is slated to report its second-quarter 2026 results on July 23, after market close.
In the last reported quarter, the company’s earnings and revenues topped the Zacks Consensus Estimate by 46.2% and 18.1%, respectively. Adjusted earnings per share (EPS) of $10.51 grew a whopping 121.3% from $4.75 reported in the year-ago quarter. Revenues of $2.87 billion also increased 56.8% on a year-over-year basis.
FIX’s earnings topped the consensus mark in each of the trailing four quarters. The average surprise is shown in the chart below.
Image Source: Zacks Investment Research
How Are Estimates Placed for FIX Stock?The Zacks Consensus Estimate for second-quarter EPS has increased to $10.38 from $10.30 over the past 60 days. The estimate indicates 59% growth from the year-ago EPS of $6.53. The consensus mark for revenues is pegged at $2.94 billion, indicating a 35.4% year-over-year increase.
For 2025, Comfort Systems is expected to register a 30.6% increase from a year ago in revenues. Its EPS is expected to grow 49.2% from a year ago. Below is what to expect from the FIX stock.
Image Source: Zacks Investment Research
Image Source: Zacks Investment Research
Factors Likely to Have Defined FIX’s Q2 PerformanceStrong Backlog Likely Supported Revenues: Comfort Systems’ second-quarter 2026 revenues are expected to have remained robust, supported by continued execution of its record backlog and sustained demand from technology customers. Management indicated that data centers continue to dominate the company’s pipeline and backlog, providing strong revenue visibility entering the quarter. Demand from semiconductor manufacturing, industrial projects, healthcare, education and government markets is also likely to have supported project activity. The company’s nationwide footprint, expanding modular capabilities and strong execution across mechanical and electrical operations are expected to have further aided revenue conversion.
Segment-Wise: Comfort Systems operates through two main segments — Mechanical and Electrical. For second-quarter 2026, Comfort Systems’ Mechanical segment (which accounted for 73.3% of total revenues in 2025) is expected to have benefited from healthy demand for HVAC, piping, modular fabrication and process systems tied to data centers and advanced manufacturing projects. Continued investment in modular production capacity likely supported project execution. The Zacks Consensus Estimate for the segment’s revenues is currently pegged at $2.12 billion for the second quarter, up from $1.64 billion reported a year ago.
The Electrical segment (26.7%) is also expected to have delivered strong growth, driven by demand for power distribution and controls work associated with hyperscale data centers and other mission-critical facilities. The recently announced electrical acquisition is unlikely to have materially affected second-quarter results but should strengthen the business over time. The Zacks Consensus Estimate for the segment’s revenues is currently pegged at $800 million for the second quarter, up from $534.6 million reported a year ago.
Margins Likely Healthy: Margins are expected to have remained healthy in the second quarter. Management expects gross margins to stay within the strong ranges achieved in recent quarters, supported by disciplined project selection, favorable project execution, pricing discipline and operating leverage. Continued investments in modular manufacturing should enhance long-term efficiency, though labor availability remains the company's primary operational constraint rather than demand.
Overall, management did not issue specific second-quarter guidance but expressed confidence in the business outlook. It continues to expect full-year 2026 same-store revenue growth in the mid- to high-20% range, supported by persistent customer demand, strong bookings, expanding modular capacity and record backlog.
What the Zacks Model Says for FIX StockOur proven model does not conclusively predict an earnings beat for Comfort Systems this time around. A combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is not the case here.
FIX’s Earnings ESP: The company has an Earnings ESP of 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
FIX’s Zacks Rank: The company currently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here.
FIX Stock’s Price PerformanceFIX stock has surged 83.4% year to date (YTD), outperforming the Zacks Building Products - Air Conditioner and Heating industry, the Construction sector and the S&P 500 Index.
FIX Stock’s Price Performance (YTD)
Image Source: Zacks Investment Research
Comfort Systems sits at a critical execution layer of the AI-driven data center and technology infrastructure boom, competing with Quanta Services, Inc. (PWR - Free Report) , Carrier Global Corp. (CARR - Free Report) and EMCOR Group, Inc. (EME - Free Report) across distinct but overlapping segments. So far this year, FIX has also outperformed these market players, of which Quanta and Carrier Global have gained 49.9% and 26.8%, respectively, while EMCOR has gained 21.6%. It has also comfortably exceeded the gains of these major peers, suggesting investors’ continued reward for Comfort Systems for its strong exposure to high-growth end markets, particularly AI data centers, advanced manufacturing and mission-critical infrastructure.
FIX’s Valuation TrendFIX stock is currently trading at a premium compared with the industry peers, with a forward 12-month price-to-earnings (P/E) ratio of 35.28, as evidenced by the chart below.
FIX’s Valuation vs Industry (P/E F12M)
Image Source: Zacks Investment Research
At 35.28x forward 12-month earnings, FIX trades above Carrier Global (22.42X) and EMCOR (23.74X), indicating investors are willing to pay a higher multiple for its superior growth outlook and execution. However, it is not the most expensive stock among the peer group, as Quanta commands an even richer multiple of 41.1X.
ConclusionDespite its premium valuation, Comfort Systems appears well positioned heading into its second-quarter results. The company continues to benefit from record backlog, robust demand from AI data centers, semiconductor and mission-critical infrastructure projects, healthy margins and favorable earnings estimate revisions. Its expanding modular manufacturing capabilities, disciplined project selection and strong same-store revenue growth outlook further reinforce confidence in its long-term growth trajectory. The company's industry-leading execution has also translated into significant stock outperformance versus both peers and the broader market, making FIX a stock investors should continue holding ahead of its second-quarter 2026 earnings release.
Lamb Weston má podle odhadů vykázat růst tržeb na 1,7 miliardy USD díky silnější Severní Americe. Hrubá marže ale má ve 4. fiskálním čtvrtletí klesnout o 210 bazických bodů na 18,4 %.
Key Takeaways Lamb Weston's quarterly revenues are likely to rise, supported by North America growth.Customer wins, market-share gains and an extra selling week are likely to lift North America volumes. Unfavorable price/mix and international weakness are likely to continue pressuring margins. Lamb Weston Holdings, Inc. (LW - Free Report) is likely to witness top-line growth when it reports fourth-quarter fiscal 2026 earnings on July 24. The Zacks Consensus Estimate for revenues is pegged at $1.7 billion, indicating an increase of 1.5% from the prior-year quarter’s reported figure.
The consensus mark for earnings has risen by a penny over the past 30 days to 62 cents a share, which suggests a decline of 28.7% from the figure reported in the year-ago period. LW has a trailing four-quarter surprise of 23.5%, on average.
Factors Likely to Influence LW’s Upcoming ResultsLamb Weston’s North America business is likely to have remained a key growth driver in the fiscal fourth quarter. Customer wins, market-share gains and strong retention, supported by a streamlined commercial strategy and deeper customer relationships, are expected to have aided volumes. Management projected high-single-digit North America volume growth for the second half of fiscal 2026, with the fourth quarter also benefiting from an additional selling week. Our model suggests a fourth-quarter volume increase of 4% for the North America segment.
The company’s Focus to Win strategy is also expected to have supported quarterly performance. Structural cost reductions, improving manufacturing productivity and disciplined capital deployment may have helped cushion inflationary and pricing pressures. Management noted that fiscal 2026 savings were running ahead of plan, while better operating efficiencies in North America are likely to have provided additional support.
Lamb Weston raised the lower end of its fiscal 2026 sales guidance to $6.45 billion, retained the upper end at $6.55 billion and narrowed its adjusted EBITDA outlook from $1-$1.2 billion to $1.08-$1.14 billion. The updated outlook, which incorporates favorable currency translation, an additional selling week, and anticipated tariff and Middle East-related impacts, signals management’s confidence heading into the fiscal fourth quarter.
However, price/mix is likely to have remained unfavorable despite expectations for pricing pressure to moderate following a March price increase. Continued customer trade support, value-oriented mix shifts, weak international traffic, excess European capacity and Middle East disruptions may have weighed on margins. We expect the adjusted gross margin to contract 210 basis points to 18.4% in the fourth quarter.
Earnings Whispers for LWOur proven model predicts an earnings beat for Lamb Weston this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.
Lamb Weston currently carries a Zacks Rank #3 and has an Earnings ESP of +3.56%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks With the Favorable CombinationHere are some other companies worth considering, as our model shows that these also have the right combination of elements to beat on earnings this reporting cycle.
Archer-Daniels-Midland Company (ADM - Free Report) currently has an Earnings ESP of +12.50% and a Zacks Rank of 2. The consensus estimate for ADM’s quarterly revenues is pinned at $22.4 billion, which calls for 5.7% growth from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Archer-Daniels’ upcoming quarter’s EPS is pegged at $1.28, which implies a 37.6% rise year over year. ADM delivered a trailing four-quarter earnings surprise of 5.4%, on average.
Kimberly-Clark Corporation (KMB - Free Report) currently has an Earnings ESP of +2.70% and a Zacks Rank of 3. The Zacks Consensus Estimate for Kimberly-Clark’s upcoming quarterly revenues is pegged at $4.2 billion. The figure implies a 1.7% increase from the prior-year quarter.
The Zacks Consensus Estimate for Kimberly-Clark’s quarterly earnings per share is pegged at $2.00, indicating a 4.2% gain from the year-ago period figure. KMB delivered a trailing four-quarter earnings surprise of 19.1%, on average.
Monster Beverage Corporation (MNST - Free Report) currently has an Earnings ESP of +0.45% and a Zacks Rank of 3. The consensus estimate for Monster Beverage’s quarterly revenues is pinned at $2.4 billion, which suggests 14.6% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 59 cents, which suggests a 13.5% jump year over year. MNST delivered a trailing four-quarter earnings surprise of 9.6%, on average.
Comcast má 23. července oznámit výsledky za 2. čtvrtletí 2026; konsensus čeká EPS 97 centů, meziročně o 22,4 % méně, a tržby 29,17 miliardy USD, o 3,75 % méně.
Key Takeaways CMCSA's Q2 outlook reflects fragile momentum as EPS and revenue are expected to decline year over year.CMCSA faces broadband losses, ARPU headwinds and intense fiber and fixed wireless competition.Peacock, media and theme parks face streaming costs, sports timing and travel headwinds. Comcast (CMCSA - Free Report) is scheduled to report its second-quarter 2026 results on July 23.
The Zacks Consensus Estimate for second-quarter earnings is pegged at 97 cents per share, down by a penny over the past 30 days. The figure indicates a 22.4% decrease from the year-ago quarter’s reported figure.
The consensus mark for revenues is pegged at $29.17 billion, indicating a 3.75% decrease from the year-ago quarter’s reported figure.
CMCSA’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 7.22%.
Let us see how things are shaping up for the upcoming announcement.
Factors to ConsiderComcast is expected to have entered the second quarter of 2026 with operating momentum remaining fragile, reflecting a continuation of pressures signaled following the first quarter print. In Connectivity & Platforms, broadband performance likely stayed under strain as fiber overbuild and fixed wireless competition intensified, and satellite entrants added incremental promotional pressure. Broadband ARPU is expected to have remained under incremental pressure through the second quarter before meaningful relief materializes later in the year, reflecting the absence of a rate increase, continued migration to simplified pricing and the dilutive impact of free wireless line adoption. These dynamics are expected to have kept segment EBITDA growth constrained even as connect volumes and voluntary churn showed tentative stabilization, with elevated marketing spend tied to the go-to-market pivot likely weighing on margins.
Wireless growth likely remained comparatively resilient but is expected to have offered limited near-term financial benefit, as a large share of free line additions had not yet converted to paying relationships. Business Services growth is likely to have moderated modestly amid persistent small business competitive intensity.
Within Content & Experiences, the absence of a comparable sports calendar following the dense first quarter is expected to have weighed on Media segment advertising and distribution growth sequentially. Peacock profitability progress remains uncertain given continued exposure to NBA rights amortization and an intensely competitive streaming landscape. Theme Parks results are expected to have faced continued international headwinds, with softer China-related inbound travel trends pressuring Osaka attendance and a challenging macroeconomic backdrop weighing on Beijing.
What Our Model SaysAccording to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.
Comcast currently has an Earnings ESP of +2.29% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Amphenol (APH - Free Report) has an Earnings ESP of +1.12% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Amphenol shares have gained 11.9% year to date. Amphenol is scheduled to report its second-quarter 2026 results on July 29.
ASE Technology (ASX - Free Report) has an Earnings ESP of +21.21% and a Zacks Rank #1.
ASE Technology shares have surged 138.6% year to date. ASE Technology is set to report its second-quarter 2026 results on July 30.
Fortive (FTV - Free Report) has an Earnings ESP of +2.82% and a Zacks Rank #2 at present.
Fortive shares have gained 11.9% in the year-to-date period. Fortive is set to report second-quarter 2026 results on July 29.
GE HealthCare představila MIM Anyware, webovou platformu pro bezpečný vzdálený přístup k obrazovým datům bez lokální instalace softwaru. Cílí na spolupráci v reálném čase napříč onkologií a plánováním léčby.
Key Takeaways GEHC's MIM Anyware enables secure, browser-based access to imaging data without local software installation.The platform supports real-time collaboration across oncology workflows, referrals and treatment planning.GE HealthCare also enhanced MIM Maestro and Contour ProtegeAI 2.0 with dose and AI tools. GE HealthCare Technologies Inc. (GEHC - Free Report) recently announced the launch of MIM Anyware, a web-based remote access platform designed to provide secure, healthcare system-controlled access to imaging data and the company's MIM software portfolio. The platform gives authorized users access to MIM software applications from virtually any location through a web browser without needing local software installation. The platform aims to improve collaboration, streamline imaging workflows and support faster clinical decision-making.
Per management, research has demonstrated that effective collaboration among multidisciplinary teams is essential to deliver coordinated, patient-centered care. MIM Anyware was developed to transform how clinicians interact with medical imaging data in virtual settings. By providing secure browser-based access to imaging data and MIM's advanced analysis tools, the platform is intended to help clinicians to focus more on patient care.
Likely Trend of GEHC Stock Following the NewsFollowing the announcement, GEHC shares dropped 0.4% at yesterday’s close. Year to date, the stock has lost 23.4% compared with the industry’s 21.1% decline. However, the S&P 500 has risen 8.7% in the same timeframe.
GE HealthCare's launch of MIM Anyware is expected to strengthen its position in the cloud medical imaging platform market by expanding secure, browser-based access to imaging data and enabling real-time clinical collaboration across care teams. The platform's support for remote workflows, oncology applications and vendor-neutral interoperability aligns with the growing demand for cloud-enabled imaging solutions. This innovation is likely to increase customer adoption of GE HealthCare's portfolio of MIM software solutions.
GEHC currently has a market capitalization of $28.69 billion.
Image Source: Zacks Investment Research
More on MIM AnywareAs healthcare providers manage large volumes of complex imaging data, traditional remote access solutions often struggle with siloed workstations, IT infrastructure requirements and compatibility with modern imaging environments. MIM Anyware overcomes these challenges by ensuring secure, high-performance remote access for physicians, physicists, dosimetrists and other clinicians to work together within the same MIM session. Teams can collaboratively review image registrations, perform routine clinical processing, deploy workflows and evaluate dose information in real time while improving cross-functional collaboration and workflow efficiency.
The platform is much more valuable in cancer care, where treatment planning requires coordination among multidisciplinary teams. MIM Anyware supports radiation oncology workflows by facilitating consultations, referrals, tumor board discussions, clinician education and collaborative treatment planning.
Alongside MIM Anyware, GEHC continues to improve its MIM software portfolio with solutions such as MIM Maestro and MIM Contour ProtégéAI+ 2.0. MIM Maestro now features a reirradiation and composite dose assessment workflow that allows visualization of prior treatment doses on current anatomy, accounts for radiobiological effects and evaluates multiple treatment strategies using rigid or deformable image registration within a unified workflow.
Meanwhile, MIM Contour ProtégéAI+ 2.0 expands the company's AI-powered auto-contouring capabilities with new Magnetic Resonance Brain models and an enhanced Computed Tomography Male Pelvis model, improving contouring accuracy across key anatomical regions.
Together, the vendor-neutral MIM software portfolio supports clinical applications across radiation oncology, radiology, nuclear medicine, theranostics, interventional radiology and urology.
Industry Prospects Favoring the MarketGoing by the data provided by Research and Markets, the cloud medical imaging platform market was valued at $3.59 billion in 2025 and is projected to grow from $4.2 billion in 2026 to $7.86 billion by 2030, at a CAGR of 16.9% from 2026 to 2030.
Factors like growing implementation of AI-enabled imaging tools, increasing migration toward hybrid cloud deployment models, rising demand for multi-facility image sharing and collaboration, expansion of healthcare digitalization initiatives in emerging economies and increasing focus on workflow automation in radiology departments are boosting the market’s growth.
Other NewsRecently, GEHC announced a new research collaboration with Mayo Clinic to advance personalized cancer treatment through the MI-BET (Molecular Imaging Biomarker-Based End of Therapy Trial) study. The initiative will evaluate whether imaging, blood-based biomarkers and clinical data can help tailor radioligand therapy for patients with advanced prostate cancer, supporting more adaptive treatment decisions and expanding the use of theranostics.
GEHC’s Zacks Rank & Key PicksCurrently, GEHC has a Zacks Rank #4 (Sell).
Some better-ranked stocks from the broader medical space are West Pharmaceutical (WST - Free Report) , Intuitive Surgical (ISRG - Free Report) and Cardinal Health (CAH - Free Report) .
West Pharmaceutical, currently sporting a Zacks Rank #1 (Strong Buy), reported first-quarter 2026 earnings per share (EPS) of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%. You can see the complete list of today’s Zacks #1 Rank stocks here.
West Pharmaceutical has an estimated long-term earnings growth rate of 14.4%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 19.4%.
Intuitive Surgical, currently carrying a Zacks Rank #2 (Buy), reported second-quarter 2026 adjusted EPS of $2.80, which beat the Zacks Consensus Estimate by 12.9%. Revenues of $2.89 billion surpassed the Zacks Consensus Estimate by 3.1%.
Intuitive Surgical has an estimated long-term earnings growth rate of 14.3%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.5%.
Cardinal Health, currently carrying a Zacks Rank #2, reported a third-quarter fiscal 2026 adjusted EPS of $3.17, which beat the Zacks Consensus Estimate by 13.2%. Revenues of $60.94 billion missed the Zacks Consensus Estimate by 2.3%.
Cardinal Health has an estimated long-term earnings growth rate of 17%. CAH’s earnings surpassed estimates in the trailing four quarters, the average surprise being 10.3%.
Steven Madden zvýšil výhled růstu tržeb pro fiskální rok 2026 na 10–12 % a nově uvedl upravený EPS 2,00–2,10 USD. Tržby DTC vyskočily o 83,8 % na 206 milionů USD.
Key Takeaways Steven Madden raised fiscal 2026 revenue growth guidance to 10-12% and introduced adjusted EPS guidance.SHOO's DTC revenues jumped 83.8%, with 8% growth excluding Kurt Geiger and 17% U.S. comparable sales.Kurt Geiger posted 23% pro forma revenue growth and expanded with new U.S. stores and an India agreement. Steven Madden, Ltd. (SHOO - Free Report) continues to strengthen its growth profile through robust direct-to-consumer (DTC) performance and the continued success of the Kurt Geiger brand. In the first quarter of 2026, the company delivered healthy consumer demand across its portfolio, with strong execution in product innovation and marketing helping offset ongoing softness in its private-label business. Management believes these strengths position the company for improved earnings and sustainable long-term growth.
Steven Madden's DTC business posted another strong quarter. Revenues increased 83.8% year over year to $206 million, primarily reflecting the addition of Kurt Geiger. Excluding the acquisition, DTC revenues still rose 8%, driven by growth across both brick-and-mortar stores and e-commerce. The Steven Madden brand delivered a 17% increase in U.S. comparable sales, supported by exceptional performance in full-price channels. Global DTC comparable sales increased 6%, or by 10% excluding stores in the Middle East. Management also highlighted reduced promotional activity, improving outlet performance and stronger customer engagement as positive trends during the quarter.
The company's product and marketing strategy continued to support DTC momentum. The Steven Madden brand gained traction across casual shoes, dress shoes and boots, benefiting from consumer interest in split toes, mesh, ballet-inspired styles, hidden wedges and Velcro designs. The "Hello Spring" campaign featuring Delilah Belle, combined with a full-funnel marketing approach, boosted customer acquisition and increased online searches for the Steven Madden brand by 27% during the quarter. Management reiterated its expectation for mid- to high-single-digit revenue growth for the Steven Madden brand in fiscal 2026.
Kurt Geiger exceeded expectations during the quarter. The brand generated 23% pro forma revenue growth, driven by continued strength in handbags, footwear and digital channels. Steven Madden secured leases for four new full-price stores and one premium outlet in the United States during 2026 while signing a franchise and distribution agreement with Reliance Brands to launch Kurt Geiger in India beginning in the fourth quarter. Reflecting the brand's strong momentum, management raised its full-year expectation for Kurt Geiger to deliver mid-teens pro forma revenue growth.
Encouraged by strong trends across its key brands, Steven Madden raised its fiscal 2026 revenue growth guidance to 10-12% from the prior 9-11% range and introduced adjusted earnings per share guidance of $2.00-$2.10. Management expects the combination of strong DTC demand, Kurt Geiger's continued expansion and healthy momentum across its branded portfolio to support strong top and bottom-line growth for the remainder of fiscal 2026.
SHOO’s Price Performance, Valuation & EstimatesShares of the company have risen 69.7% over the past year against the industry’s 34% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, Steven Madden is trading at a trailing 12-month price-to-sales ratio of 1.18, down from the industry average of 1.33.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Steven Madden’s 2026 earnings implies year-over-year growth of 22.9%, whereas the same for 2027 indicates an uptick of 33.8%. Estimates for 2026 and 2027 have been revised upward by 3 cents and 16 cents, respectively, over the past 60 days.
Image Source: Zacks Investment Research
SHOO’s Zacks Rank & Other Key PicksSteven Madden currently sports a Zacks Rank #1 (Strong Buy).
Genesco Inc. (GCO - Free Report) is a Nashville-based specialty retailer and branded company. It sells footwear and accessories through retail stores. The company flaunts a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Genesco’s current fiscal-year earnings indicates growth of 55.2% from the year-ago actuals. GCO delivered a trailing four-quarter average earnings surprise of 3.8%.
Designer Brands Inc. (DBI - Free Report) designs, produces and retails footwear and accessories. It offers shoes, boots, sandals, sneakers, socks, handbags and accessories. It currently carries a Zacks Rank #1.
The Zacks Consensus Estimate for Designer Brands’ current fiscal-year earnings and sales suggests growth of 137.5% and 0.5%, respectively, from the year-ago actuals. DBI delivered a trailing four-quarter average earnings surprise of 112.8%.
Tapestry, Inc. (TPR - Free Report) is the designer and marketer of fine accessories and gifts for women and men in the United States and internationally. The company also holds a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Tapestry’s current fiscal-year earnings and sales indicates growth of 36.5% and 13.9%, respectively, from the year-ago actuals. TPR delivered a trailing four-quarter average earnings surprise of 15.6%.
Key Takeaways Teledyne Technologies is expected to benefit from strength in defense electronics and acquisitions.TDY's Digital Imaging unit likely gained from demand for infrared imaging and unmanned systems.Teledyne Technologies is expected to report 11.2% EPS growth and 3.7% higher quarterly revenues. Teledyne Technologies, Inc. (TDY - Free Report) is scheduled to release second-quarter 2026 results on July 22, before market open. The company delivered an earnings surprise of 5.84% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Key Factors Likely to Influence TDY’s Q2 ResultsDuring the second quarter of 2026, Teledyne Technologies' Aerospace & Defense Electronics unit is expected to have benefited from solid organic sales of defense electronics products, along with revenue contributions from recent acquisitions, supporting its top-line performance.
The Instrumentation segment is likely to have generated higher revenues, driven by increased sales of marine instruments and underwater autonomous vehicles.
Increased sales of infrared imaging subsystems, coupled with robust demand for unmanned air systems and unmanned maritime surface vehicles, are likely to have supported the top-line growth of the Digital Imaging segment.
TDY’s Q2 ExpectationsThe Zacks Consensus Estimate for earnings is pegged at $5.78 per share, indicating a year-over-year increase of 11.2%.
The consensus estimate for revenues is pinned at $1.57 billion, calling for a year-over-year improvement of 3.7%.
What the Zacks Model Unveils for TDYOur proven model predicts an earnings beat for Teledyne Technologies this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
Other Stocks to ConsiderInvestors may consider the following players from the same industry as these also have the right combination of elements to post an earnings beat this reporting cycle.
Woodward, Inc. (WWD - Free Report) is expected to report its fiscal third-quarter 2026 earnings on July 29, after market close. It has an Earnings ESP of +5.10% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for WWD’s earnings is pegged at $2.39 per share, indicating year-over-year growth of 35.8%. The consensus estimate for its sales stands at $1.11 billion, calling for a year-over-year increase of 21.7%.
Curtiss-Wright Corporation (CW - Free Report) is set to report second-quarter 2026 earnings on Aug. 5, after market close. It has an Earnings ESP of +0.36% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.62 per share, indicating a year-over-year rise of 12.1%. The consensus estimate for its sales stands at $930.9 million, implying a year-over-year increase of 6.2%.
ATI Inc. (ATI - Free Report) is expected to report its second-quarter 2026 earnings on Aug. 6, before market open. It has an Earnings ESP of +3.10% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for ATI’s earnings is pegged at $1.02 per share, suggesting year-over-year growth of 37.8%. The consensus estimate for its sales stands at $1.22 billion, calling for a year-over-year jump of 7.3%.
Tenable rozšiřuje Tenable One o Hexa AI, která má automatizovat triáž a nápravu zjištěných rizik v oblasti exposure managementu. Firma zároveň přidává cloud, identity a OT bezpečnost a více než 300 předpřipravených integrací.
Key Takeaways Tenable is using Hexa AI to automate risk triage and remediation across exposure management workflows. TENB is expanding Tenable One with cloud, identity, OT security and 300 pre-built integrations.TENB partners with OpenAI and Anthropic while proving AI advantages can drive sustained growth. Tenable Holdings (TENB - Free Report) sits near the center of a cybersecurity shift shaped by artificial intelligence. As AI accelerates vulnerability discovery and shortens the time between exposure and exploit, enterprises need faster ways to identify, prioritize and remediate risk.
That backdrop supports demand for unified exposure management. TENB’s challenge is turning that trend into durable product differentiation, sustained execution and better stock performance.
Tenable Benefits From a Faster Threat CycleAI is changing the pace of cyber defense. Frontier models are making vulnerability discovery faster, increasing pressure on security teams that already manage sprawling IT, cloud, identity and operational technology environments.
That urgency supports platforms that unify visibility, context and action. Narrow point products may still solve specific problems, but exposure management becomes more valuable when buyers need to understand which risks matter most and how quickly they can be fixed.
The competitive field is broad. Qualys (QLYS - Free Report) and Rapid7 (RPD - Free Report) remain relevant vulnerability management peers, while CrowdStrike, Palo Alto Networks (PANW - Free Report) and Wiz compete from adjacent areas such as endpoint and cloud security. That peer set underscores why TENB must keep expanding beyond traditional vulnerability scanning.
TENB Uses Hexa AI to Deepen Platform ValueTenable’s AI strategy centers on automation. Hexa AI is positioned as an agentic orchestration engine designed to automate triage and remediation workflows, helping turn exposure intelligence into action at machine speed.
That matters because buyers are not just looking for more alerts. They need systems that can prioritize risks and accelerate response. Hexa AI’s tiered packaging is also expected to support higher average selling prices over time.
Flex pricing adds another adoption lever. By simplifying per-asset procurement, Flex pricing may reduce friction as customers expand their exposure management footprint.
Qualys and Rapid7 are natural comparison points because security buyers often evaluate vulnerability management platforms against each other. TENB’s task is to show that Hexa AI and Tenable One create a broader operating model rather than simply adding another AI feature.
Tenable Pushes Into Cloud, Identity and OTPlatform convergence is central to the TENB story. Tenable One combines vulnerability management with cloud security, identity exposure, operational technology security, web app scanning and attack surface management.
That breadth gives TENB a wider role across modern attack surfaces. The company has also added native operational technology discovery capabilities, extending visibility into cyber-physical systems without additional hardware.
Recent milestones strengthen that platform narrative. Tenable’s cloud security platform achieved FedRAMP High and Impact Level 5 authorization, improving its ability to support U.S. federal agencies. The company also announced AI-powered cloud detection and response capabilities and more than 300 pre-built integrations through the Tenable One Open Connector.
CrowdStrike, Palo Alto Networks and Wiz highlight the pressure from larger and cloud-focused security platforms. Their presence makes TENB’s push into cloud, identity and operational technology more necessary as customers consolidate security spending.
TENB Must Keep Its AI Edge From NarrowingThe same AI trend expanding demand also raises competitive risk. If AI lowers the cost and complexity of building vulnerability discovery and prioritization tools, adjacent vendors could move deeper into exposure management.
That risk is not abstract. Qualys, Rapid7, CrowdStrike, Palo Alto Networks and Wiz are all capable of narrowing TENB's AI edge if they close the gap on automation and prioritization.
Partnerships with OpenAI and Anthropic help TENB stay close to frontier model development. Tenable has participated in OpenAI’s Trusted Access for Cyber program and has worked with Anthropic to integrate Claude-powered workflows into Hexa AI.
Those relationships are useful, but they are not enough on their own. Because they are non-exclusive, TENB still has to convert early access into durable product advantages that are hard for peers to replicate.
Tenable’s Ratings Reflect Trend Strength, Stock RiskThe bottom line is that TENB is tied to a powerful cybersecurity trend, but the stock still carries execution risk. AI-driven vulnerability discovery may continue to lift demand for exposure management, yet TENB must prove that platform breadth, automation and partner access can translate into sustained growth.
The Zacks Consensus Estimate for TENB’s 2026 earnings is pegged at $1.95 per share, unchanged over the past 30 days and indicating 22.64% year-over-year growth.
TENB currently carries a Zacks Rank #4 (Sell). That rank points to a weak short-term earnings estimate revision setup, even though the company has favorable Style Scores.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The stock has a Growth Score of A, Momentum Score of A and VGM Score of A. These scores suggest favorable growth and momentum characteristics, but Style Scores are best used with the Zacks Rank. For now, the trend is promising, while the stock still needs clearer proof of sustained execution and improved estimate momentum.
Tenable One tvořil ve fiskálním 1. čtvrtletí 2026 41 % nového byznysu, meziročně o 800 bazických bodů více. Firma se posouvá od vulnerability scanningu k AI platformě pro řízení kybernetického rizika.
Key Takeaways Tenable is expanding from vulnerability scanning into an AI-enabled exposure management platform.TENB said Tenable One made up 41% of Q1 2026 new business, up 800 basis points year over year.Tenable added AI, cloud and identity capabilities through acquisitions, partnerships and Flex pricing. Tenable Holdings (TENB - Free Report) is no longer defined only by vulnerability scanning. The company is positioning itself as an exposure management platform that helps customers see, prioritize and reduce cyber risk across a widening attack surface.
That shift is central to the TENB stock story. Tenable One, Hexa AI, cloud security, identity exposure, operational technology security and AI asset visibility now shape the platform thesis.
Tenable Expands Beyond Legacy ScanningTenable’s business centers on exposure management across information technology, cloud, operational technology, web applications, identity systems and emerging AI assets. The goal is to give customers a unified view of where risk exists, what matters most and which issues need remediation.
Tenable One is the company’s flagship AI-enabled exposure management platform. It integrates vulnerability management, cloud security, identity exposure, operational technology security, web application scanning and attack surface management. Legacy products such as Nessus remain available as stand-alone offerings, keeping the company connected to its vulnerability management roots.
Acquisitions have widened the platform. Tenable acquired Vulcan Cyber in 2025 to add cyber risk management capabilities and Apex Security to expand AI attack surface security. Those deals support the broader move from scanning toward risk prioritization and action.
Qualys (QLYS - Free Report) and Rapid7 (RPD - Free Report) remain relevant comparisons because both operate in vulnerability management and related security markets. Their presence keeps pressure on Tenable to prove that broader exposure management can deliver more value than point tools. Where Qualys and Rapid7 have built primarily around vulnerability management, Tenable has pushed earlier into adjacent categories such as cloud security, identity exposure and OT, positioning Tenable One as a broader consolidation point for security budgets. Palo Alto Networks (PANW - Free Report) , by comparison, has scaled its platform out of network security, firewalls and cloud, giving it a different but overlapping path into exposure-adjacent workflows.
TENB Gains Traction With Tenable OneTenable One accounted for 46% of new business in fiscal 2025. In the first quarter of 2026, the platform represented 41% of new business, up 800 basis points year over year.
That momentum included 406 new enterprise platform customers and 43 net new six-figure customers in the quarter, alongside a net dollar expansion rate of 105%. Management also cited strong new logo activity, including a seven-figure Tenable One transaction with a major financial institution in the Middle East where Tenable displaced an incumbent vulnerability management vendor.
The driver is clear. Customers are dealing with more assets, more vulnerabilities, more identities and more cloud complexity. Tenable's pitch is that unified visibility, contextual prioritization and remediation workflows can reduce noise and focus security teams on the most important exposures.
Palo Alto Networks is another relevant name because large cybersecurity platforms are expanding across cloud and broader security operations. That makes Tenable's differentiation in exposure management important as platform competition intensifies. That new business mix also points to a broader shift in spend toward consolidated platforms, away from the narrower vulnerability management offerings that still anchor Qualys and Rapid7's core business.
Tenable Ties AI to Faster Customer AdoptionAI is not just a marketing layer in Tenable's story. Management has pointed to the rapid advancement of frontier AI models, including Anthropic's Mythos, as evidence that vulnerability discovery is accelerating at a scale and speed not seen before. That dynamic, in management's view, raises the urgency for customers to prioritize and remediate exposures faster.
Hexa AI is Tenable’s agentic orchestration engine for the Tenable One platform. It is designed to automate triage and remediation workflows, turning exposure intelligence into coordinated action across security tools, teams and systems. Palo Alto Networks has taken a similar path, layering AI copilots and automation across its own platform, keeping the competitive bar high for autonomous remediation.
Tenable also introduced Flex pricing in the first quarter of 2026. The model keeps pricing per asset but applies consistent pricing across asset types, which management said can reduce procurement friction as customers expand across the attack surface.
Partnerships with OpenAI and Anthropic add another layer to the strategy. Tenable has integrated Claude-powered workflows into Hexa AI and joined OpenAI's Trusted Access for Cyber and Daybreak Cyber Partner programs, bringing frontier model capabilities directly into the platform. TENB has also expanded AI governance through the Tenable One Open Connector network, the Claude Compliance API and FedRAMP High authorization for its cloud platform.
Tenable Still Faces Real Execution RisksThe bull case still has constraints. Tenable generated 94% of its 2025 revenues through channel partners, and one distributor accounted for 32% of revenues and 28% of accounts receivable.
That concentration creates dependence on third-party relationships for sales reach, collections and customer visibility. A change in distributor terms, strategy or financial position could create disruption that is not fully under Tenable’s direct control.
Integration risk also matters. Vulcan Cyber and Apex Security add capabilities, but acquisitions require technology, product and sales integration. Slower integration could distract management or delay the expected benefits of the broader platform.
International exposure adds another risk. In 2025, 39% of revenues came outside the Americas, with 27% from Europe, the Middle East and Africa and 12% from Asia Pacific. Currency movement can affect reported growth even when underlying demand remains intact.
AI could also cut both ways. The same advances that increase demand for exposure management may help competitors build overlapping discovery, prioritisation and remediation features over time.
Tenable’s Scores Show a Mixed but Active SetupTenable’s platform narrative is compelling, but the stock setup is not cleanly bullish in the near term. The company is building around Tenable One, Hexa AI and AI-driven exposure management at a time when customers are reassessing how quickly they can identify and fix cyber risk.
TENB currently carries a Zacks Rank #4 (Sell). That points to weaker short-term earnings estimate revision momentum, which investors should weigh carefully before treating the stock’s business narrative as a direct buy signal. The Zacks Consensus Estimate for TENB's 2026 EPS is pegged at $1.95, unchanged over the past 30 days and indicating 22.64% year-over-year growth, which shows why the earnings picture still lags the stock's broader momentum story.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Tenable Holdings, Inc. Price and Consensus
Tenable Holdings, Inc. price-consensus-chart | Tenable Holdings, Inc. Quote
The Style Scores are stronger. TENB has a VGM Score of A, Growth Score of A and Momentum Score of A, while its Value Score is D. Style Scores are designed to complement the Zacks Rank, with A and B grades generally more favorable than weaker grades.
The combination leaves TENB in a mixed but active position. The growth and momentum profile supports interest in the platform story, but the Zacks Rank #4 signals caution around near-term earnings revision trends.
Huntington Bancshares čeká za 2. čtvrtletí zisk 39 centů na akcii a tržby 2,8 miliardy USD, což by znamenalo meziroční růst. Tahounem mají být vyšší NII a poplatkové výnosy, ale náklady zůstávají zvýšené.
Key Takeaways Huntington's Q2 earnings are estimated to be 39 cents per share, suggesting a rise of 2.6% year over year.Revenues are projected to be $2.8 billion, reflecting 41.7% growth from the prior-year quarter.Higher NII and fee income are likely to support results, while elevated expenses remain a headwind. Huntington Bancshares Incorporated (HBAN - Free Report) is slated to report second-quarter 2026 results on July 23, before the opening bell. The company’s quarterly revenues and earnings are expected to have increased year over year.
In the last reported quarter, the bank’s results reflected improvements in net interest income (NII) and non-interest income. Higher loan and deposit balances also acted as tailwinds. However, an increase in non-interest expenses and higher provisions offset these positives.
HBAN has a decent earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in two of the trailing four quarters, matched once and missed once, with an average earnings surprise of 0.73%.
Now, let us discuss the factors that are likely to have influenced Huntington’s second-quarter performance.
Key Factors & Estimates for HBAN’s Q2 PerformanceLoans & NII: In the second quarter of 2026, the Federal Reserve left interest rates unchanged at 3.50-3.75%, noting that economic activity continued to expand at a solid pace despite elevated uncertainty, while inflation remained above its 2% target. Against this backdrop, HBAN's NII is expected to have improved in the to-be-reported quarter.
The Zacks Consensus Estimate for NII is pegged at $2.1 billion, suggesting a 10.7% increase from the year-ago quarter's reported level.
Per the Fed’s latest data, demand for commercial and industrial and consumer loans remained decent in the second quarter of 2026, while real estate loan demand was relatively modest. Hence, a stable interest rate environment and healthy loan demand are expected to have supported Huntington's growth in average interest-earning assets in the to-be-reported quarter.
The Zacks Consensus Estimate for average total earning assets is pegged at $262.1 billion, indicating a 37.1% increase from the prior-year quarter's reported level.
Non-Interest Income: Mortgage activity remained challenging in the second quarter of 2026, with mortgage rates hovering around the mid-6.5% range and affordability remaining strained. While purchase activity continued to face pressure from inventory constraints, refinancing activity improved modestly. As such, HBAN's mortgage banking income is likely to have improved in the to-be-reported quarter.
The Zacks Consensus Estimate for mortgage banking income is pegged at $42.1 million, suggesting a 50.2% increase from the prior-year quarter's reported figure.
Global mergers and acquisitions (M&As) activity moderated in the second quarter of 2026 after a strong start to the year, as ongoing geopolitical uncertainty, elevated inflation, a persistent backlog of private equity exits and higher interest rates weighed on deal-making. While deal values declined as only a few large transactions dominated the market, M&A volumes improved year over year.
Despite the challenging backdrop, higher M&A deal volumes are expected to have driven strong growth in HBAN's capital markets and advisory fees in the to-be-reported quarter.
The Zacks Consensus Estimate for capital markets and advisory fees is pegged at $137.5 million, indicating a 63.6% rise on a year-over-year basis.
The Zacks Consensus Estimate for wealth and asset management revenues is pegged at $127 million, suggesting a 5.8% rally from the year-ago reported figure.
The consensus estimate for customer deposit and loan fees for the second quarter is pegged at $118 million, indicating 24.2% year-over-year growth.
The consensus estimate for total non-interest income is pegged at $727.8 million, indicating a 54.5% increase from the year-ago reported figure.
Expenses: Huntington's higher personnel costs, along with increased outside data processing, technology, marketing and other service-related expenses, are anticipated to have raised its costs in the second quarter of 2026. Further, the bank's ongoing investments to expand its commercial banking capabilities in high-growth markets and complete systems conversion work are likely to have kept expenses elevated.
While efficiency initiatives are expected to have provided some offset, long-term investments in growth initiatives and acquisition-related expenses associated with the Cadence transaction are likely to have kept the company's expense base higher.
Asset Quality: The operating environment remained challenging in the second quarter of 2026, weighed down by persistent geopolitical uncertainty and elevated inflation. Additionally, the Fed's June policy statement indicated the possibility of a rate hike, which could pressure borrowers' repayment capacity.
Against this backdrop, HBAN is expected to have maintained a cautious approach and built higher provisions for potential credit losses in the to-be-reported quarter.
What Does Our Model Unveil for HBAN?Our proven model does not predict an earnings beat for Huntington this time. The combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. That is not the case here, as you can see below.
You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Earnings ESP: Huntington Bancshares has an Earnings ESP of 0.00%.
Zacks Rank: HBAN currently carries a Zacks Rank of 3.
The Zacks Consensus Estimate for Huntington Bancshares’ second-quarter earnings of 39 cents per share has been unchanged over the past seven days. The figure suggests a 2.6% rise from the year-ago reported number.
The consensus estimate for revenues is pegged at $2.8 billion, indicating a year-over-year increase of 41.7%.
Stocks to ConsiderHere are a couple of other bank stocks that you may want to consider, as our model shows that these also have the right combination of elements to post an earnings beat this time around.
The Earnings ESP for First Hawaiian (FHB - Free Report) is +0.84%, and it carries a Zacks Rank #1 at present. The company is slated to report second-quarter 2026 results on July 24. You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past seven days, the Zacks Consensus Estimate for FHB’s quarterly earnings has been revised upward to 60 cents per share.
Prosperity Bancshares (PB - Free Report) is scheduled to report second-quarter 2026 results on July 29, 2026. The company has an Earnings ESP of +1.76% and a Zacks Rank #3 at present.
Quarterly earnings estimates for PB have been unchanged at $1.54 per share over the past week.
Altria, Verizon, Enterprise Products Partners, Ares Capital a AGNC Investment lákají na vysoké dividendy až 12,7 % a většina z nich má silné krytí výplat. Enterprise a Altria mají nejdelší sérii růstu dividend.
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Retirees are hunting for durable monthly and quarterly checks that keep landing regardless of who wins the news cycle. Five names anchor that shortlist right now, and the group averages a payout that trounces the S&P 500’s sub-2% yield: Ares Capital pays a 10.3% dividend yield and AGNC Investment pays 12.7%, both well above what Treasuries or index funds are offering in mid-2026. Here is how the five stack up on safety, coverage, and staying power.
Altria Group Altria (NYSE:MO | MO Price Prediction) is the classic boomer income name, and it still earns the label. The tobacco giant currently yields 5.96% on a quarterly dividend that was raised from $1.02 to $1.06 per share effective with the March 2026 payment, an annualized run rate of $4.24.
Dividend safety is the whole story here. Trailing EPS of $4.96 comfortably covers the $4.24 payout, and management’s FY26 adjusted EPS guidance of $5.56 to $5.72 pushes coverage further into the safe zone. Altria paid $7.0 billion in dividends for full-year 2025 while still returning capital via buybacks. The dividend track record is one of the longest in the market, with regular annual increases visible in the data every year going back more than two decades.
The bull case for income investors: a low-beta (0.494), cash-gushing operator trading at a forward P/E of 13 with a nearly 6% yield and a raise almost every year. Shares are up 32.54% over the past year, so this is not a beaten-down setup anymore.
Risk: cigarette volumes remain in secular decline, and Marlboro retail share slipped 1.4 points to 39.7%. If smokeable volumes decelerate faster than pricing can offset, the dividend growth rate compresses.
Verizon Communications Verizon (NYSE:VZ) is the ultra-high-yield telecom that retirees actually own. The stock yields 6.46%, and the board pushed the quarterly payout from $0.69 to $0.7075 per share earlier this year, an annualized rate of $2.83.
Coverage looks solid on a cash basis. Verizon guided FY26 free cash flow to at least $21.5 billion against a dividend obligation that runs a fraction of that. Adjusted EPS guidance of $4.95 to $4.99 against a $2.83 annualized payout implies a payout ratio well under 60%. The dividend growth record here spans 25+ years of uninterrupted quarterly payments with steady annual bumps.
The bull case is boring in the best way: first positive Q1 postpaid phone net adds since 2013, fiber connections jumping 41.9% year over year to about 10.8 million post-Frontier close, and a beta of just 0.238. This is a portfolio stabilizer that pays you to hold it.
Risk: total debt jumped to $172.5 billion after the Frontier close, with net unsecured leverage at 2.6x. If deleveraging stalls, dividend growth stays capped in the low single digits.
Enterprise Products Partners Enterprise Products Partners (NYSE:EPD) is the midstream MLP that income investors treat like a bond substitute. The distribution yield sits at 5.84%, with the latest quarterly payout raised to $0.56 from $0.55 and an annualized forward distribution of $2.24.
Safety is best-in-class for the group. Enterprise generated Q1 2026 distributable cash flow of $2.7 billion and retained $1.5 billion of DCF after distributions, a coverage ratio most retirees only dream about. The distribution has now grown for 27 consecutive years, which is why it gets called a shadow Dividend King. Debt of $34.2 billion is manageable against EBITDA of $9.79 billion, and the model is fee-based, not commodity-price driven.
The bull case: record volumes across the system (NGL fractionation +16%, pipeline +7%, marine +15%), $5.3 billion of growth projects under construction, and a distribution that has literally never gone backward in nearly three decades. The stock is up 28.8% over the past year and 127.84% over five years.
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Risk: MLPs issue K-1 tax forms, which complicates filings and generally makes them a poor fit inside IRAs due to UBTI concerns.
Ares Capital Ares Capital (NASDAQ:ARCC) is the largest publicly traded business development company, and it earns the ultra-high-yield tag. The stock pays $1.92 annually for a 10.3% yield, with $0.48 per quarter maintained consistently since Q1 2023.
Coverage runs through net investment income, and it holds up. Q1 2026 net investment income was $0.55 per share against the $0.48 dividend, giving roughly 15% of cushion. The portfolio is $29.5 billion across 603 companies, weighted heavily to first-lien senior secured loans at 73% of new commitments, and non-accruals sit at a manageable 2.1%. Leverage at 1.12x leaves headroom versus the regulatory cap.
The bull case for income buyers: a double-digit yield, a P/E of 11, a price-to-book of 0.952 (essentially at NAV), and a dividend that has been stable or rising through the last three years. Analyst consensus skews positive with 4 Strong Buys and 7 Buys against 3 Holds and zero Sells.
Risk: BDCs live and die by the credit cycle. Non-accruals ticked up from 1.8% and $412 million in net unrealized losses dragged GAAP EPS to $0.13 in Q1. If spreads widen further, NAV takes another leg down.
AGNC Investment AGNC Investment (NASDAQ:AGNC) is the monthly-payer wildcard that retirees either love or avoid entirely. The mortgage REIT pays $0.12 per share monthly, or $1.44 annualized for a 12.7% yield.
Safety is the key question. The monthly $0.12 rate has been held steady for 6+ consecutive years, and Q1 2026 net spread and dollar roll income rose to $0.42 per share from $0.35, comfortably covering the quarterly equivalent of the payout. However, tangible net book value per share fell 5.6% to $8.38 in the quarter, and the company posted a GAAP net loss of $0.17 per share. The dividend was cut from $0.16 to $0.12 back in 2020, so this is not a Dividend Aristocrat story.
The bull case: monthly income, an Agency MBS portfolio of $94.7 billion that carries government backing on the underlying credit risk, and a FY25 economic return on tangible common equity of 22.7%. Shares are up 41.51% over the past year on total return.
Risk: book value volatility is real. AGNC runs 7.4x leverage, so a bad quarter for MBS spreads can erase months of dividend income on the mark-to-market.
The Bottom Line Enterprise Products Partners and Altria are the ballast of this group, offering the strongest coverage and longest raise streaks. Verizon adds low-beta telecom cash flow with a 6%-plus yield that just got another bump. Ares Capital and AGNC layer on the double-digit yields boomers want, with the caveat that BDC credit and mortgage REIT book value swings mean position-sizing matters. Blended together, these five build the kind of income ladder retirees are buying in size and holding indefinitely.
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UBS očekává, že Live Nation ve 2. čtvrtletí zvýší tržby o 8,8 % meziročně a AOI zůstane zhruba beze změny na 800 mil. USD. Hlavními tahouny mají být koncerty a sponzoring.
Live Nation Entertainment Inc (NYSE:LYV) is expected to report continued growth in its upcoming earnings, with UBS analysts forecasting double-digit revenue and adjusted operating income (AOI) growth for the full year as demand for live events remains resilient.
UBS expects Live Nation to benefit from strong global attendance trends, with fan growth across major venues supporting more than 12% growth in total revenue and AOI in 2026. The analysts expect Concerts and Sponsorship to remain the main growth drivers, while Ticketing AOI growth is expected to remain limited due to actions aimed at reducing secondary market activity, along with ongoing investments in artificial intelligence and legal costs.
The analysts highlighted Live Nation’s Venue Nation expansion as a potential long-term growth driver, noting the company is progressing toward its goal of adding around 20 owned and operated venues by the end of 2026. Recent venue openings, including Morton Hall and Mystic Lake Amphitheater, are expected to support additional fan growth and margin expansion.
UBS pointed to industry data as evidence of continued demand for live entertainment. Based on BEA data, U.S. live entertainment spending excluding sports increased 6% year over year in the second quarter through May, compared with 3% growth in the first quarter, slightly outperforming overall recreational spending.
Pollstar data showed Live Nation’s global show sell-through rate exceeded 95% in the second quarter, compared with roughly 80% for other promoters, UBS noted. The company’s average ticket price was $119 during the period, 19% above peers. International markets showed particularly strong performance, with sell-through rates reaching 97%, including 99% in Canada and Europe-based markets, 98% in Mexico and 96% in the UK.
For the second quarter, UBS expects Live Nation’s revenue to increase 8.8% year over year, while AOI is forecast to remain broadly flat at $800 million. The analysts expect Concert revenue to rise 9%, although Concert AOI is projected to decline approximately 9% to $327 million due to a higher mix of third-party venues and a shift toward arena and amphitheater events compared with stadium shows.
UBS expects concert attendance to remain strong, with fan growth of 7% year over year to 47 million despite the impact of the World Cup. Revenue per fan growth is expected to slow to 2% from 5% in the first quarter due to a lower proportion of stadium events.
Sponsorship and advertising is expected to remain a key contributor, with UBS forecasting 14% year-over-year growth in revenue and EBITDA. The analysts noted that Live Nation’s new Spotify partnership is expected to begin contributing in the second half of the year.
Ticketing is expected to see more muted growth as Live Nation continues measures to reduce secondary market activity, including identity verification, account limits and changes to its inventory management tools. UBS expects ticket sales and AOI growth of 1% and 1.6%, respectively, with growth trends expected to improve in the second half as comparisons become easier.
For 2026, UBS expects Live Nation’s total revenue to grow 12% year over year, compared with 9% growth in 2025. The analysts forecast 13% growth in Concert revenue, 15% growth in Sponsorship and 6% growth in Ticketing, supported by a strong slate of tours, festivals and venue expansion.
UBS expects AOI growth to accelerate to 14% in 2026 from 10% in 2025, driven by projected growth of 23% in Concerts and 16% in Sponsorship, while Ticketing AOI growth is expected to remain modest at 3.5%.
The company continues to face regulatory scrutiny, with UBS noting that Live Nation is awaiting judicial review of its settlement with the U.S. Department of Justice under the Tunney Act. State attorneys general are also seeking discovery related to the settlement terms. In addition, Live Nation is seeking to overturn a federal jury verdict from April, with a hearing scheduled for July 29.
UBS wrote that while the outcome of the legal proceedings remains uncertain, the range of potential outcomes has narrowed, with the focus shifting toward behavioral remedies and monetary settlements rather than a structural break-up of the company.
UBS maintained a positive view on Live Nation shares, raising its price target to $208 from $181, above current levels of about $177. The analysts cited improving estimates and a valuation of roughly 16 times forward AOI, which they said remains in line with the company’s expected growth profile.
Live Nation will report its Q2 earnings on July 30.
Na společnost Verra Mobility byla podána hromadná žaloba kvůli údajnému podvodu s cennými papíry. Firma po oznámení ztráty klíčového zákazníka Avis Budget Group snížila výhled na rok 2026.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Verra Mobility Corporation (“Verra” or the “Company”) (NASDAQ: VRRM). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Verra and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 4, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Verra securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On May 26, 2026, Verra disclosed receipt of a termination notice effective September 2026 from Avis Budget Group – historically, one of Verra’s largest customers – regarding the companies’ contract. Verra also announced that it is taking immediate actions to cut costs, adapt operations, and reposition its business. Verra also revised its 2026 outlook, despite confirming all 2026 guidance metrics just 20 days earlier.
On this news, Verra’s stock price fell $9.23 per share, or 70.57%, to close at $3.85 per share on May 27, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Calix ve 2. čtvrtletí zvýšil tržby o 21 % na 293,3 mil. USD a rekordní tržby ze softwaru a služeb dosáhly 50,5 mil. USD. Firma ale dál čelí tlaku na marže kvůli vyšším nákladům a investicím do AI.
Key Takeaways Calix is expanding its AI-native platform to grow recurring software and managed-services revenues.CALX posted Q2 revenues of $293.3M, up 21% year over year, with record software and services revenues.Calix sees growth from AI, Wi-Fi 7, 50G-PON and cross-selling, while margins face ongoing pressure. Calix, Inc. (CALX - Free Report) has steadily evolved from a broadband equipment supplier into a platform company built around AI-native software, cloud applications and managed services. That transition is reshaping its revenue mix as communications providers seek integrated solutions that improve subscriber acquisition, retention and network operations.
Investors are now balancing accelerating revenue growth against profitability headwinds. While software adoption and recurring revenue continue to strengthen, margin pressure and execution risks remain central to the investment story.
How Calix Is Expanding Its PlatformCalix has broadened its portfolio beyond intelligent broadband appliances by combining cloud software, Customer Success services, SmartLife managed offerings and AI-native capabilities within the Calix One platform. Agentic AI is designed to automate marketing, customer support and operational workflows for broadband providers.
That integrated approach encourages customers to adopt multiple software and managed-service offerings alongside hardware deployments, creating deeper relationships and increasing recurring revenue opportunities. Ciena Corporation (CIEN - Free Report) is also expanding software capabilities around network infrastructure, highlighting the sector's shift toward platform-based networking solutions.
CALX Revenue Growth Gains MomentumSecond-quarter revenue reached $293.3 million, increasing 21% year over year and 5% sequentially. Appliance revenue climbed to $242.8 million, while software and services generated a record $50.5 million as customer adoption expanded.
Image Source: Zacks Investment Research
Calix added 14 new service-provider customers during the quarter and increased remaining performance obligations to a record $386.4 million, providing greater visibility into future recurring revenue. These trends point to healthy demand across both hardware and software businesses.
Calix Faces Margin and Execution RisksGross margin remains under pressure from higher memory component costs, pricing dynamics and continued investment in AI development. Longer enterprise deployment cycles also make revenue timing less predictable and can delay operating leverage.
Management also expects BEAD-funded broadband projects to contribute more gradually than originally anticipated. Slower software attachment rates or extended customer deployment timelines could further postpone profitability improvements. ADTRAN Holdings, Inc. (ADTN - Free Report) operates in many of the same broadband markets, underscoring the competitive environment for next-generation network infrastructure.
CALX Catalysts Investors Should WatchFuture growth drivers include broader adoption of the AI-native Calix One platform, expanding deployments of Wi-Fi 7 and standards-based 50G-PON technology, and continued growth in recurring cloud software and managed services.
Cross-selling additional software to existing appliance customers and management's expectation for continued revenue expansion could gradually improve the quality and predictability of revenue if execution remains on track.
How CALX Rating Signals Fit the StoryCALX currently carries a Zacks Rank #5 (Strong Sell), reflecting cautious expectations for near-term earnings performance despite improving business fundamentals.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Growth Score of A and VGM Score of B recognize attractive business expansion characteristics, while the Value Score of D indicates less favorable valuation attributes. Together, these metrics illustrate the balance between meaningful long-term opportunities and the execution and profitability challenges that investors continue to monitor.
Calix zavádí AI do své broadbandové platformy, aby automatizoval marketing, podporu i provoz sítí. Zároveň rozšiřuje nabídku Wi‑Fi 7 a 50G-PON pro další generaci optických sítí.
Key Takeaways Calix is embedding AI across its platform to automate broadband marketing, support and operations.CALX is expanding Wi-Fi 7 and 50G-PON offerings to support next-generation fiber networks.Calix is growing recurring software revenue, though margins face cost and execution pressures. Broadband providers are increasingly moving beyond traditional networking hardware toward integrated platforms that combine artificial intelligence, cloud software and managed services. This shift is reshaping how communications providers deploy, operate and monetize fiber networks.
Calix, Inc. (CALX - Free Report) is positioning itself at the center of that transition by expanding AI-native capabilities while building a larger base of recurring software revenue, even as execution challenges remain.
Calix Pushes AI Into Broadband OperationsCalix has embedded AI-native capabilities throughout its Calix One platform, including Agent Workforce Cloud, intelligent automation and cloud-based applications. These tools help service providers automate marketing campaigns, customer support workflows and network operations while improving subscriber experiences.
Integrated appliances, cloud software and managed services are designed to help broadband providers acquire customers, reduce churn and increase average revenue per subscriber through AI-driven insights.
CALX Expands Next Generation NetworksBeyond software, Calix continues expanding its broadband infrastructure portfolio with Wi-Fi 7 products and standards-based 50G-PON support. These technologies enable providers to increase network capacity without rebuilding existing fiber infrastructure.
The strategy aligns with broader industry modernization efforts. Ciena Corporation (CIEN - Free Report) is also benefiting from demand for higher-capacity optical networking, highlighting the industry's continued investment in next-generation fiber deployments.
Calix Builds More Recurring RevenueCloud software, SmartLife managed services and customer success offerings are becoming a larger part of the business mix. Record remaining performance obligations and continued software growth support greater revenue visibility over time.
Cross-selling additional software and managed services to existing appliance customers provides another avenue for recurring revenue expansion. ADTRAN Holdings, Inc. (ADTN - Free Report) likewise serves broadband providers, although Calix places greater emphasis on integrated software and managed-service adoption.
CALX Trends Meet Real Execution ChallengesDespite favorable technology trends, execution remains important. Longer enterprise deployment cycles, slower software attachment rates and delayed realization of federally supported broadband projects can postpone revenue and margin improvements.
Higher memory costs, pricing dynamics and continued AI investment also pressure gross margins, limiting near-term operating leverage despite improving revenue growth.
How CALX Rating Signals Reflect Industry TrendsCALX currently carries a Zacks Rank #5 (Strong Sell), reflecting cautious expectations for near-term earnings performance.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
At the same time, the Growth Score of A and VGM Score of B recognize favorable business expansion characteristics supported by AI adoption, fiber modernization and recurring software opportunities. The Value Score of D suggests valuation remains less attractive, illustrating the balance between promising long-term industry trends and near-term execution risks.
IPG Photonics posiluje v medicíně: oznámila závaznou nabídku na koupi Lumibird Medical za 300 milionů eur plus earnout až 50 milionů eur. Firma čeká ve 2. čtvrtletí tržby 260 až 290 milionů dolarů.
Key Takeaways IPG Photonics' shares are up 36.7% year to date as medical, semiconductor and laser demand improves. The acquisition supports IPGP's shift toward higher-value medical and application-specific laser systems. IPGP expects Q2 2026 revenues of $260M-$290M, with consensus sales growth of 11.35%. Shares of IPG Photonics (IPGP - Free Report) have gained 36.7% in the year-to-date period, outperforming the broader Zacks Computer and Technology sector's 12.1% growth. The outperformance can be attributed to the company’s strategic initiatives and improving market conditions across welding, cutting, marking, medical applications and advanced technologies, such as directed energy systems.
The strategic focus on developing innovative lasers and photonic solutions to expand into medical micromachining and advanced applications bodes well for IPGP.
The company’s strategic expansion into the medical market has been a key catalyst. In the first quarter of 2026, IPGP reported significant year-over-year growth in medical revenues, driven by sales to a new customer and the continued delivery of clinically meaningful outcomes.
IPGP Expands Portfolio Through AcquisitionsIPGP’s expansion in the medical market through acquisitions and innovation has been noteworthy. In July 2026, the company announced a binding offer to acquire Lumibird Medical for €300 million, plus an earnout of up to €50 million, marking a significant expansion into higher-growth medical applications. The transaction combines IPGP's leadership in urology lasers with Lumibird Medical's strong ophthalmology franchise, creating a broader medical laser platform. The deal is expected to expand IPGP's addressable market by nearly $1 billion and be accretive to gross margin, EBITDA and adjusted earnings per share.
The acquisition reinforces IPGP's Advanced Solutions strategy, which targets approximately $5 billion in higher-growth medical, semiconductor, defense and scientific markets. The transaction broadens its healthcare portfolio, reduces reliance on cyclical industrial markets and accelerates its transition toward higher-value laser systems and application-specific solutions.
IPGP Benefits From Growing Medical & Semiconductor DemandThe Lumibird Medical acquisition builds on strong momentum in IPGP's medical business. A strong 2026 medical backlog and several expected product launches in 2026 and 2027 indicate continued momentum. The addition of Lumibird Medical's ophthalmology portfolio to the company's established urology business further expands its healthcare customer base and strengthens one of its fastest-growing end markets.
Beyond healthcare, IPGP continues to benefit from rising semiconductor demand driven by AI infrastructure investments, graphics processing unit (GPU) deployments and high-bandwidth memory production. The company is gaining traction with leading semiconductor equipment manufacturers across lithography, metrology and inspection applications, creating another long-term growth opportunity.
IPGP's Strong Q2 2026 OutlookIPGP's expanding medical business, improving semiconductor exposure and continued innovation across industrial laser applications position the company for sustained long-term growth.
For the second quarter of 2026, IPGP expects revenues to be between $260 and $290 million.
The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $279.17 million, indicating year-over-year growth of 11.35%.
The consensus estimate for second-quarter 2026 earnings is pegged at 40 cents per share, unchanged over the past 30 days, indicating year-over-year growth of 33.33%.
IPGP's Zacks Rank & Stocks to ConsiderCurrently, IPG Photonics carries a Zacks Rank #3 (Hold).
Digital Turbine (APPS - Free Report) , Dell Technologies (DELL - Free Report) and Analog Devices (ADI - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector. Digital Turbine, Dell Technologies and Analog Devices sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
APPS shares have rallied 66.8% in the year-to-date period. The long-term earnings growth rate for Digital Turbine is pegged at 18.98%.
DELL shares have surged 203.3% in the year-to-date period. The long-term earnings growth rate for Dell Technologies is pegged at 26.35%.
Shares of ADI have gained 37.3% in the year-to-date period. The long-term earnings growth rate for Analog Devices is pegged at 28.76%.
Tenet Healthcare ve 2. čtvrtletí očekává meziroční pokles hospitalizačních dnů o 3 % a kratší délku pobytu. Náklady mají kvůli vyššímu vytížení vzrůst.
Key Takeaways Tenet Healthcare reports Q2 results on July 24, with estimates calling for 1.5% EPS and 2.3% revenue growth.THC's Ambulatory Care business is expected to benefit from same-facility revenue growth and acquisitions.Tenet Healthcare faces pressure from lower patient days, shorter stays and higher costs. Hospital operator Tenet Healthcare Corporation (THC - Free Report) is set to report second-quarter 2026 results on July 24, 2026, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $4.08 per share on revenues of $5.39 billion.
The second-quarter earnings estimate has decreased 3 cents over the past 60 days. Yet, the bottom-line projection indicates a year-over-year increase of 1.5%. Also, the Zacks Consensus Estimate for quarterly revenues suggests year-over-year growth of 2.3%.
Image Source: Zacks Investment Research
For full-year 2026, the Zacks Consensus Estimate for Tenet Healthcare’s revenues is pegged at $21.98 billion, implying a rise of 3.1% year over year. The consensus mark for 2026 earnings per share is pegged at $17.50, indicating a jump of 4.3% on a year-over-year basis.
Tenet Healthcare beat the consensus estimate for earnings in each of the trailing four quarters, with the average surprise being 20.6%, as you can see below.
Q2 Earnings Whispers for THCHowever, our proven model does not conclusively predict an earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. That’s not the case here.
THC has an Earnings ESP of 0.00% and carries a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
What’s Shaping THC’s Q2 Results?The Zacks Consensus Estimate for adjusted patient admissions in total hospital operations suggests a 2.2% year-over-year decline. However, on the same hospital basis, the consensus estimate for adjusted patient admissions indicates a 1% increase from a year ago. The consensus mark for net patient revenues per adjusted admission in the second quarter signals a 10.2% year-over-year increase.
Meanwhile, the Ambulatory Care business is likely to have gained from strong growth in consolidated same-facility net patient service revenues, contributions from facility acquisitions and an expansion of service lines. Our model estimate for the Ambulatory Care segment’s net operating revenues suggests 7.8% growth from the prior-year quarter’s figure, whereas the consensus estimate indicates an 8.4% increase. The Zacks Consensus Estimate for adjusted EBITDA from Ambulatory Care operations suggests 5.1% year-over-year growth.
The Zacks Consensus Estimate for Hospital Operations and Services revenues for the second quarter is pegged at just a little over $4 billion, indicating a 0.1% increase from the year-ago period. However, the Zacks Consensus Estimate for adjusted EBITDA from the segment suggests a 2.8% year-over-year fall.
Both the consensus estimate and our model estimate suggest that second-quarter total hospital patient days have decreased 3% year over year. Both the Zacks Consensus Estimate and our model estimate for the average length of stay in total hospital indicate a 0.2% decrease from a year ago. Also, with increased utilization, costs are expected to have increased in the second quarter, making an earnings beat uncertain.
Stocks That Warrant a LookWhile an earnings beat looks uncertain for Tenet Healthcare, here are some companies from the broader Medical space that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time around:
ProMIS Neurosciences, Inc. (PMN - Free Report) has an Earnings ESP of +13.30% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for ProMIS’ bottom line for the to-be-reported quarter of a loss of $1.45 indicates an 80% year-over-year improvement. It has witnessed one upward revision against no downward movement over the past 60 days.
Alcon Inc. (ALC - Free Report) has an Earnings ESP of +3.13% and a Zacks Rank of 2.
The Zacks Consensus Estimate for Alcon’s bottom line for the to-be-reported quarter indicates a 1.3% increase from a year ago. The company’s earnings beat estimates in three of the trailing four quarters and missed once, with an average surprise of 3.7%. The consensus estimate for ALC’s revenues is pegged at $2.77 billion, signaling a 7.3% increase.
Cardinal Health, Inc. (CAH - Free Report) has an Earnings ESP of +1.24% and a Zacks Rank of 2.
The Zacks Consensus Estimate for Cardinal Health’s bottom line for the to-be-reported quarter suggests 16.4% year-over-year growth. Its earnings beat estimates in each of the past four quarters, with an average surprise of 10.3%. CAH’s revenues for the to-be-reported quarter are pegged at $65.61 billion, a 9.1% increase from the year-ago period.
Pomerantz LLP vyšetřuje společnost Certara kvůli možnému podvodu s cennými papíry a dalším nezákonným praktikám. Firma zároveň oznámila pokles tržeb ze služeb o 4 % na 57,2 mil. USD a bookings o 14 % na 66,6 mil. USD.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Certara, Inc. (“Certara” or the “Company”) (NASDAQ: CERT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Certara and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On May 11, 2026, Certara reported its first quarter 2026 financial results. Certara disclosed that services revenue declined 4% year-over-year to $57.2 million, while services bookings declined 14% year-over-year to $66.6 million. In discussing the quarter, Certara said that it saw “softer performance from Tier 1 customers in MIDD services” and that services performance was “mixed.” The Company also announced its exit from the regulatory business in their service segment. I n response to a question about consistency between software and services performance, Certara said that there had been “a lot of inconsistency and back and forth” over the last few quarters.
On this news, Certara’s stock price fell $1.18 per share, or approximately 19%, to close at $5.13 on May 11, 2026.
Then, on June 17, 2026, Certara announced that John Gallagher, the Company’s Chief Financial Officer, had notified Certara of his intent to resign from his office effective as of the end of the day on July 14, 2026.
On this news, Certara’s stock price fell $0.49 per share, or 8.13%, to close at $5.54 per share on June 18, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Planet Fitness čelí hromadné žalobě poté, co snížila celoroční výhled po slabším růstu členů a pozastavila plánované zdražení Black Card. Akcie po oznámení spadly o 19,95 USD na akcii, tedy o 31,19 %.
NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Planet Fitness, Inc. (“Planet Fitness” or the “Company”) (NYSE: PLNT). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Planet Fitness and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until September 14, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Planet Fitness securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
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On May 7, 2026, Planet Fitness reported its first quarter 2026 financial results and updated its full-year outlook. Among other items, Planet Fitness disclosed that “2026 is off to a slower than expected start from a net member growth perspective” as the Company faced “internal and external headwinds during our peak sign-up period.” The Company further disclosed that it was pausing its planned national Black Card price increase pending a broader pricing review. In addition, Planet Fitness stated that, based on “lower net joins than planned in the first quarter” and the decision to pause the Black Card price increase, it was reducing several of its 2026 growth expectations. The Company lowered expected system-wide same club sales growth to approximately 1%, compared to its prior guidance of 4% to 5%; revenue growth to approximately 7%, compared to prior guidance of approximately 9%; adjusted EBITDA growth to approximately 6%, compared to prior guidance of approximately 10%; adjusted net income to a decrease of approximately 2%, compared to prior guidance of 4% to 5% growth; and adjusted diluted EPS growth to approximately 4%, compared to prior guidance of 9% to 10%.
On this news, Planet Fitness’s stock price fell $19.95 per share, or 31.19%, to close at $44.01 per share on May 7, 2026.
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Omnicell zveřejní výsledky za 2Q 2026 30. července; tržby mají vzrůst o 6,6 % a EPS o 6,7 %. Tahounem má být adopce OmniSphere a nové zakázky u velkých zdravotnických systémů.
Key Takeaways Omnicell reports Q2 2026 results on July 30, with revenues seen rising 6.6% and EPS expected to grow 6.7%. OMCL may benefit from OmniSphere adoption, customer wins and Titan XT traction across health systems. Omnicell's Product and Services revenue growth is expected to reflect demand and recurring software momentum. Omnicell (OMCL - Free Report) is set to release second-quarter 2026 results on July 30, before market open.
In the last reported quarter, the company posted adjusted earnings per share (EPS) of 55 cents, which surpassed the Zacks Consensus Estimate by 66.67%. Omnicell beat on earnings in three of the trailing four quarters and missed on one occasion, the average surprise being 34.65%.
OMCL’s Q2 EstimatesThe Zacks Consensus Estimate for revenues is pegged at $309.6 million, which suggests 6.6% growth from the year-ago reported figure.
The Zacks Consensus Estimate for earnings is pinned at 48 cents per share, which implies a 6.7% rise from the year-ago recorded actuals.
Estimate Revision Trend Ahead of OMCL’s Q2 EarningsEstimates for second-quarter earnings have remained unchanged at 48 cents per share in the past 30 days.
Here’s a brief overview of the company’s performance leading up to this announcement.
Factors Shaping OMCL’s Q2 PerformanceThe company is expected to have delivered another quarter of solid growth, supported by continued execution of its Connected Devices strategy and expanding recurring revenue streams. Demand is likely to have remained strong across inpatient and outpatient pharmacies as well as broader patient care settings, reflecting continued adoption of Omnicell's medication management solutions.
Second-quarter revenue growth is also expected to have been supported by increasing penetration of OmniSphere, a cloud-native medication management platform, as healthcare providers continue to prioritize enterprise-wide automation, workflow optimization and data-driven medication management.
The second-quarter top line is also likely to have benefited from continued customer wins among large and complex health systems. The recently launched Titan XT next-generation automated dispensing system is expected to have gained further commercial traction, supported by its integration with the OmniSphere platform. The combined offering is likely to have strengthened Omnicell's value proposition by providing enterprise-wide visibility, guided clinical workflows and a modern cloud-based infrastructure designed for large healthcare organizations.
From a segment perspective, Product revenues are expected to have benefited from sustained demand for the Connected Devices portfolio across both North America and international markets, supported by ongoing capital investments from healthcare providers.
The Zacks Consensus Estimate for Product revenues indicates 5.2% year-over-year growth for the second quarter.
Service revenues are likely to have remained on a growth trajectory, supported by higher recurring software and service revenues, including continued momentum in Specialty Pharmacy Services. This growth is expected to have been driven by increasing customer adoption of subscription-based and technology-enabled medication management solutions.
The Zacks Consensus Estimate for Services revenues indicates 5% year-over-year growth for the second quarter.
Omnicell, Inc. Price and EPS SurpriseWhat Our Quantitative Model Predicts for OMCLPer our proven model, stocks with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, have a higher chance of beating estimates. However, this is not the case here, as you can see below:
Earnings ESP: Omnicell has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.
Top MedTech PicksHere are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time around:
Hinge Health Inc. (HNGE - Free Report) has an Earnings ESP of +4.24% and a Zacks Rank #1 at present. The company is expected to release second-quarter 2026 results soon.
In the trailing four quarters, HINGE delivered an average earnings surprise of 179.54%. The Zacks Consensus Estimate for second-quarter EPS implies a decrease of 11.9% from the year-ago quarter’s figure.
Neurocrine Biosciences (NBIX - Free Report) has an Earnings ESP of +40.60% and a Zacks Rank #1 at present. The company is expected to release second-quarter 2026 results soon.
NBIX’s earnings surpassed estimates in three of the trailing four quarters and missed in one, the average surprise being 9.08%. The Zacks Consensus Estimate for the company’s second-quarter EPS calls for an increase of 112.3% from the year-ago quarter’s figure.
West Pharmaceutical Services (WST - Free Report) has an Earnings ESP of +1.09% and a Zacks Rank #2 at present. The company is slated to release second-quarter 2026 results on July 23.
WST’s earnings beat estimates in each of the trailing four quarters, the average surprise being 19.37%. The Zacks Consensus Estimate for WST’s second-quarter EPS implies a rise of 13% from the year-ago reported figure.
Burlington zvýšil výhled na fiskální rok 2026 díky optimalizaci prodejen a silné poptávce. Tržby na prodejní čtvereční stopu od roku 2019 vzrostly o 55 %.
Key Takeaways Burlington's relocated stores typically deliver a 5% to 10% sales lift in higher-traffic shopping centers.BURL has improved sales per selling square foot by 55% since 2019 through smaller, more productive stores.Burlington raised fiscal 2026 guidance as store optimization and healthy customer demand support growth. Burlington Stores, Inc. (BURL - Free Report) is making steady progress with its smaller store format strategy, an initiative aimed at improving sales productivity while driving long-term profitability. The company continues to optimize its store portfolio through new store openings, relocations and downsizing projects, creating a more productive and efficient retail footprint. These initiatives are enhancing Burlington's competitive position and supporting sustainable growth across its off-price business.
Burlington's relocation and downsizing programs are delivering solid returns. Relocated stores typically generate a 5% to 10% sales lift by moving to higher-traffic shopping centers with stronger co-tenancy. The company is resizing older stores where the locations remain attractive but the selling space is larger than required. In many cases, Burlington reduces store size by roughly half, lowering occupancy costs by about 200 basis points while maintaining an engaging shopping experience.
The strategy has significantly improved store productivity over the past several years. Sales per selling square foot have increased to approximately $350 from about $220 in 2019, representing a 55% improvement. Management attributes this gain to a combination of smaller, more productive stores, stronger merchandising execution and better utilization of selling space. As more stores are relocated or downsized, Burlington expects additional occupancy cost leverage and improved operating efficiency.
The company is accelerating this transformation through continued investment in its store network. Burlington opened 40 new stores in the first quarter of fiscal 2026 and expects to add 115 net new stores in fiscal 2026. By the end of 2028, the retailer expects to operate more than 1,500 stores, with over 80% of its fleet having been opened, relocated or downsized since 2019. The company expects to complete its Store Experience 2.0 rollout by the end of this year, making stores easier to shop and more appealing to customers.
Burlington's focus on smaller, more productive stores complements its broader off-price strategy by improving efficiency without compromising customer value. Reflecting confidence in its execution, the company raised its fiscal 2026 outlook and expects total sales growth of 9% to 11%, comparable sales growth of 2% to 4% and adjusted earnings per share of $11.45 to $11.80. Management remains optimistic about the remainder of the year, supported by healthy customer demand, ample off-price merchandise availability and continued progress across its store optimization initiatives.
Burlington’s Price Performance, Valuation & EstimatesBURL stock has gained 17.4% over the past six months compared with the industry’s 2.7% growth.
Image Source: Zacks Investment Research
Burlington’s trailing 12-month price-to-sales ratio of 1.90X indicates a lower valuation compared with the industry’s average of 1.98X. BURL carries a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Burlington’s current fiscal-year sales and earnings per share implies year-over-year growth of 10.8% and 20%, respectively. Next fiscal-year sales and earnings per share imply year-over-year growth of 8.8% and 15.4%, respectively. Earnings estimates for the current and next fiscal years have been revised upward by 36 cents and 35 cents per share, respectively, over the past 60 days.
Image Source: Zacks Investment Research
Burlington currently carries a Zacks Rank #2 (Buy).
Other Key PicksSome other top-ranked stocks in the retail space are Dollar Tree Inc. (DLTR - Free Report) , Ross Stores Inc. (ROST - Free Report) and Target Corporation (TGT - Free Report) .
Dollar Tree is an operator of discount variety stores offering a broad assortment of everyday consumables and discretionary merchandise. The company currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Dollar Tree’s current fiscal-year sales and earnings indicates growth of 6.5% and 21.7%, respectively, from the year-ago reported figures. DLTR delivered a trailing four-quarter earnings surprise of 32.1%, on average.
Ross Stores operates as an off-price retailer of apparel and home accessories. It presently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Ross Stores’ current fiscal-year earnings and sales implies growth of 17.1% and 10.1%, respectively, from the year-ago actuals. ROST delivered a trailing four-quarter average earnings surprise of 10.2%.
Target offers guests fashionable, differentiated merchandise and everyday essentials at discounted prices. It also has a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for Target’s current fiscal-year earnings and sales implies growth of 21.7% and 6.5%, respectively, from the year-ago actuals. TGT delivered a trailing four-quarter average earnings surprise of 32.1%.
Petrobras zadala SBM Offshore zakázky na dvě FPSO jednotky SEAP-I a SEAP-II v pánvi Sergipe-Alagoas. Každá má těžit až 120 000 barelů ropy denně, dodání je plánováno na roky 2030 a 2031.
Key Takeaways Petrobras awarded SBM Offshore contracts for SEAP-I and SEAP-II FPSOs in the Sergipe-Alagoas Basin.PBR's two FPSOs will each produce 120,000 barrels of oil per day, with delivery planned for 2030 and 2031.SBM Offshore will build and operate the FPSOs using its Fast4Ward platform to streamline execution. Petrobras (PBR - Free Report) is advancing Brazil’s offshore energy expansion with the award of contracts to SBM Offshore for two new Floating Production, Storage and Offloading (“FPSO”) units in the Sergipe-Alagoas Basin, according to ShippingTelegraph. The SEAP-I (P-81) and SEAP-II (P-87) projects are expected to play a key role in developing deepwater oil and gas resources and enhancing the country’s offshore production capabilities.
The agreement reinforces the long-standing relationship between Petrobras and SBM Offshore, combining the Brazilian energy company’s ambitious offshore development strategy with the contractor’s expertise in designing and operating large-scale FPSOs.
SBM Offshore to Design, Build and Operate Both FPSOsUnder the contracts, SBM Offshore will oversee the engineering, construction and operation of the two production vessels. While the Petrobras-led consortia will own the FPSOs, SBM Offshore will manage their operations and maintenance under separate agreements spanning an initial period of 6.5 years.
This model allows Petrobras to focus on field development while relying on an experienced offshore specialist to ensure efficient day-to-day operations. It also highlights the industry's growing preference for partnerships that combine technical innovation with long-term operational support.
Fast4Ward Platform to Streamline Project ExecutionA defining feature of both projects is the use of SBM Offshore’s Fast4Ward program, which introduces standardized hull designs to simplify construction and reduce project timelines.
The company will deploy its 11th and 12th multipurpose new-build hulls for the SEAP-I and SEAP-II units, respectively. By using a proven design platform, engineering teams can focus on integrating field-specific processing systems without starting every project from scratch.
This standardized approach has become increasingly valuable as offshore developments move into deeper waters and require more sophisticated production facilities. Key benefits of the Fast4Ward concept include accelerated project execution, greater reliability and more efficient construction schedules.
SEAP-II Will Prioritize High-Capacity Gas ProcessingThe first vessel scheduled for delivery is SEAP-II (P-87), which is expected to enter service in 2030.
Designed to produce up to 120,000 barrels of oil per day, the FPSO will also feature an associated gas treatment capacity of 425 million standard cubic feet per day and a water injection system capable of handling 120,000 barrels per day.
The unit will operate approximately 80 kilometers offshore in water depths of around 2,500 meters, demonstrating the advanced engineering required for Brazil’s ultra-deepwater developments.
Its robust gas processing capability reflects Petrobras’ broader strategy of maximizing natural gas recovery alongside crude oil production, helping supply additional gas to regional markets.
SEAP-I Focuses on Long-Term Reservoir PerformanceThe second production vessel, SEAP-I (P-81), is scheduled for delivery in 2031 and will be deployed roughly 100 kilometers from Brazil’s coastline in similarly deep waters.
Like its sister vessel, it will produce 120,000 barrels of oil per day, but the design places greater emphasis on reservoir support through an enhanced 200,000 barrels per day water injection capacity. It will also process 355 million standard cubic feet of associated gas per day, ensuring efficient resource utilization throughout the project's operational life.
The complementary design of the two FPSOs allows Petrobras to optimize production across different field conditions while maintaining operational flexibility.
Why the Sergipe-Alagoas Basin MattersAlthough Brazil’s pre-salt fields often receive the most attention, the Sergipe-Alagoas Basin has steadily emerged as one of the country’s most promising offshore regions.
Located off Brazil’s northeastern coast, the basin offers significant untapped hydrocarbon potential that can diversify national production and support energy demand. Petrobras' continued investment in SEAP-I and SEAP-II reinforces its commitment to advancing offshore resource development beyond the legacy producing assets.
The projects are also expected to contribute to regional economic activity by creating opportunities across engineering, marine services, logistics and offshore support industries during both construction and operational phases.
Partnership Built on Offshore ExpertiseThe latest awards further strengthen the collaboration between Petrobras and SBM Offshore, which has delivered numerous FPSO projects for Brazil over the years.
Commenting on the announcement, SBM Offshore chief executive officer Øivind Tangen said the contracts reaffirm its long-term partnership with Petrobras. Tangen noted that the advanced gas treatment systems required for these developments align with SBM Offshore’s technical expertise and will help increase gas availability in northeastern Brazil.
The continued collaboration reflects the confidence both companies place in proven engineering solutions for increasingly complex offshore environments.
Supporting Brazil’s Next Phase of Offshore GrowthThe SEAP-I and SEAP-II developments illustrate how Brazil continues to invest in modern offshore infrastructure capable of supporting future production while improving operational efficiency.
As energy companies place greater emphasis on maximizing resource recovery and reducing environmental impact, advanced FPSOs have become central to offshore development strategies. Their ability to process oil and gas directly at sea reduces the need for extensive fixed infrastructure and enables production from remote deepwater reservoirs that would otherwise remain uneconomical.
For Petrobras, these projects represent another step toward expanding production capacity while strengthening domestic gas supply. For SBM Offshore, they reinforce its position as one of the industry's leading FPSO providers, with a proven track record of delivering complex offshore solutions.
With construction set to begin in the coming years and deliveries targeted for 2030 and 2031, the two FPSOs are poised to become important assets in Brazil’s evolving offshore energy landscape, supporting production growth and reinforcing the country's position as one of the world's leading deepwater oil and gas producers.
PBR's Zacks Rank & Key PicksCurrently, PBR has a Zacks Rank #5 (Strong Sell).
Investors interested in the energy sector might consider some better-ranked stocks, such as Par Pacific (PARR - Free Report) , Cheniere Energy (LNG - Free Report) , both sporting a Zacks Rank #1 (Strong Buy), and Delek US Holdings (DK - Free Report) , carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Par Pacific is valued at 3.82 billion. It is a diversified energy company that owns and operates petroleum refineries, logistics assets and retail fuel businesses across the United States. Par Pacific focuses on refining, transporting and marketing fuel products while serving regional markets with reliable energy solutions.
Cheniere Energy is valued at $55.03 billion. It is a leading U.S. producer and exporter of liquefied natural gas (“LNG”), supplying energy to customers across more than 40 international markets. Cheniere Energy operates major LNG export terminals in Louisiana and Texas and focuses on providing reliable, lower-carbon energy solutions
Delek US Holdings is valued at $3.88 billion. It is a diversified downstream energy company engaged in petroleum refining, renewable fuels, asphalt production and logistics operations. Delek US Holdings operates multiple refineries in the United States and is committed to delivering safe, reliable energy while investing in cleaner energy initiatives.
Expand Energy čeká ve čtvrtletí EPS 1,16 USD, tedy meziroční růst o 5,5 %, při tržbách 2,01 miliardy USD, což je o 0,4 % méně. Analytici ale snížili odhad EPS za posledních 30 dní o 3,46 %.
Wall Street expects a year-over-year increase in earnings on lower revenues when Expand Energy (EXE - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 28. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis oil and gas company is expected to post quarterly earnings of $1.16 per share in its upcoming report, which represents a year-over-year change of +5.5%.
Revenues are expected to be $2.01 billion, down 0.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 3.46% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Expand Energy?For Expand Energy, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.82%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Expand Energy will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Expand Energy would post earnings of $3.69 per share when it actually produced earnings of $3.83, delivering a surprise of +3.79%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Expand Energy doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
UDR čeká za 2. čtvrtletí mírný růst tržeb, ale upravený FFO na akcii má meziročně klesnout na 62 až 64 centů. Firma sází na vyšší NOI a zpětné odkupy akcií.
Key Takeaways UDR is expected to post modest revenue growth, while adjusted FFO per share may edge lower year over year.UDR expects higher NOI, strong occupancy and share repurchases to support sequential FFO growth.UDR continues to benefit from improving coastal markets, while weaker Sunbelt pricing remains a risk. UDR Inc. (UDR - Free Report) , a premier multifamily real estate investment trust (REIT), is set to announce its second-quarter 2026 results after the closing bell on July 27. Its quarterly results are likely to reflect growth in revenues but a dip in funds from operations (FFO) per share.
In the last reported quarter, this Denver, CO-based residential REIT came up with an FFO as adjusted per share of 62 cents, in line with the Zacks Consensus Estimate. Results reflected year-over-year growth in rental rates, while expense growth weighed on same-store net operating income (NOI).
In the last four quarters, UDR’s FFO as adjusted per share met the Zacks Consensus Estimate on two occasions and surpassed it on the other two, the average surprise being 1.60%. The graph below depicts the surprise history of the company:
As we approach the release of UDR's second-quarter 2026 earnings report, it is important to examine how this residential REIT is likely to have performed amid the current market conditions.
US Apartment Market in Q2The U.S. multifamily market entered the second half of 2026 with a clearer recovery taking shape, as strong renter demand and a rapidly shrinking supply pipeline began translating into lower vacancy and improving rent growth.
According to a Cushman & Wakefield report, net absorption reached roughly 124,600 units, up from 83,500 units in the first quarter and 8% above the prior year, making it the fifth-strongest quarter in nearly 25 years. The supply picture also became more favorable. Approximately 88,000 units were delivered during the quarter, down 27% year over year. Around 475,000 units remained under construction at quarter-end, equal to just 3.5% of existing inventory.
Improving demand and slowing supply pushed the national vacancy rate down 35 basis points quarter over quarter to 8.9%, its first move below 9% since 2024. On a trailing four-quarter basis, absorption of approximately 362,000 units exceeded deliveries of about 358,000 units for the first time since early 2022, indicating vacancy is likely to have passed its cyclical peak. The recovery was particularly pronounced in previously overbuilt markets: Austin; Charleston, SC; Savannah, GA; Huntsville, AL; Salt Lake City, UT, and Colorado Springs recorded some of the largest quarterly vacancy declines.
Rent growth remains modest but is beginning to improve. National asking rents reached approximately $1,945 per month, up 1.5% year over year, compared with 1.1% growth in the first quarter. The Bay Area led the recovery, with San Francisco rents rising 13%, San Jose 7% and the East Bay 4.8%. Norfolk, Toledo, Reno and Boise also posted strong gains.
High-supply markets remained softer, with rents still declining in Austin and Sarasota, although the pace of those declines moderated as excess supply was absorbed. Overall, the market appears to be shifting from stabilization into an occupancy-led recovery, with broader rent growth likely as the construction pipeline continues to shrink.
Factors to Consider Ahead of UDR’s Upcoming ResultsUDR enters second-quarter 2026 results with operating trends largely on plan. Management expects blended lease rate growth of 1.5% to 2% and occupancy in the mid-96% range, with April performance still near the first-quarter level of 1.6%. Coastal markets remain the main growth driver, with San Francisco and New York showing the strongest rent gains, while Dallas continues to improve.
Renewals should remain supportive, with offers running around 5% to 5.5% and signed renewals expected within roughly 100 basis points of that range. Record resident retention and lower turnover should help protect occupancy, reduce operating costs and support cash flow. However, some Sunbelt markets, particularly Florida and Nashville, softened in April and could limit upside.
For earnings, UDR guided second-quarter adjusted FFO to $0.62-$0.64 per share, with the midpoint of $0.63 implying about 2% sequential growth. The improvement is expected to come from higher NOI and accretion from share repurchases funded by asset sales. Overall, the quarter should show steady revenue growth, solid occupancy and better sequential earnings, though expense pressure and weaker Sunbelt pricing remain key risks.
Projections for UDRAmid these, we expect occupancy to stay elevated at 96.7%, a 10-basis-point improvement sequentially. We estimate same-store revenues to grow 1.2% year over year for the second quarter.
The Zacks Consensus Estimate for quarterly revenues is currently pegged at $425.19 million. This indicates a marginal year-over-year rise.
Before the second-quarter earnings release, the company’s activities were inadequate to gain analysts’ confidence. The Zacks Consensus Estimate for the quarterly FFO as adjusted per share has remained unrevised at 62 cents over the past three months, suggesting a 1.56% decrease year over year.
Here Is What Our Quantitative Model Predicts for UDROur proven model does not conclusively predict a surprise in terms of core FFO per share for UDR this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an FFO beat, which is not the case here.
UDR currently carries a Zacks Rank of 3 and has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks That Warrant a LookHere are two stocks from the broader REIT sector — SL Green Realty (SLG - Free Report) and Cousins Properties (CUZ - Free Report) — you may want to consider, as our model shows that these have the right combination of elements to report an FFO beat this quarter.
SL Green is slated to report quarterly numbers on July 22. SLG has an Earnings ESP of +7.20% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Cousins is slated to report quarterly numbers on July 30. CUZ has an Earnings ESP of +0.45% and a Zacks Rank of 3 at present.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.
Navitas Semiconductor přesouvá zaměření na AI infrastrukturu; tržby ve 1. čtvrtletí 2026 vzrostly mezikvartálně o 18 % na 8,6 milionu USD. Firma ve 2. čtvrtletí 2026 očekává růst tržeb o 16 % mezikvartálně a zlepšení hrubé marže o 75 bazických bodů mezikvartálně.
Key Takeaways Navitas Semiconductor is shifting toward AI infrastructure and high-power markets to drive growth.NVTS launched new GaN and SiC products as customers advance AI power projects toward commercialization.NVTS expects higher Q2 2026 revenues and margins as AI infrastructure demand continues to expand. Navitas Semiconductor (NVTS - Free Report) is making AI infrastructure the main focus of its business. The company has shifted away from its mobile and low-end consumer business and is now focused on high-power markets, including AI data centers and grid infrastructure. Management said AI is driving demand for its gallium nitride (GaN) and silicon carbide (SiC) power chips, while robust demand in AI infrastructure is helping the company return to revenue growth.
The shift is already showing results. First-quarter 2026 revenues increased 18% sequentially to $8.6 million. Revenues from high-power markets grew 35% year over year and now account for most of the company's revenues. Further, the AI infrastructure business, which includes AI data centers and grid infrastructure revenues, grew 50% sequentially, and the company expects this business to continue growing through the rest of 2026.
Navitas Semiconductor is also introducing new products for AI power systems. During the first quarter, it launched a 20-kilowatt GaN platform for AI data centers and new Gen 5 SiC products for AI power supplies. Management said customers are evaluating these products, and several projects have moved from device testing to board-level testing. The company believes offering both GaN and SiC products helps it support a wider range of AI power applications.
Management expects AI infrastructure to remain its largest growth opportunity. As AI data centers require more power, demand for efficient power chips is expected to increase. The company expects second-quarter 2026 revenues to grow 16% on a sequential basis, while gross margins are expected to improve 75 basis points sequentially. As AI infrastructure spending continues to grow, Navitas remains well-positioned to benefit from higher demand for its GaN and SiC products.
How Competitors Fare Against NVTSThe company faces strong competition from ON Semiconductor (ON - Free Report) and STMicroelectronics (STM - Free Report) in the race to supply high-voltage solutions for AI data centers.
In June 2026, ON Semiconductor introduced GaNEXUS, a new GaN power semiconductor portfolio designed for AI data centers, industrial automation, robotics and energy infrastructure applications. This new portfolio includes GaNEXUS FETs with voltage ratings from 40V to 650V, along with 650V GaNEXUS Smart devices that include built-in protection features to simplify system design and improve reliability. The new devices provide faster switching speeds, lower switching losses, higher power density and better thermal performance than conventional silicon-based power devices to help customers build smaller and more efficient power systems.
STMicroelectronics introduced new 700V GaN power semiconductors in May 2026, designed to improve energy efficiency and power density in AI servers, robotics, industrial systems and advanced consumer applications. The new PowerGaN devices are designed for high-voltage power supplies and support reliable operation in high-power applications. The devices should help improve power conversion efficiency beyond what is possible with conventional silicon-based technologies.
NVTS' Price Performance, Valuation & EstimatesShares of Navitas Semiconductor have rallied 61.6% year to date compared with the Zacks Electronics – Semiconductors industry’s growth of 27.4%.
NVTS YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Navitas Semiconductor trades at a forward price-to-sales ratio of 45.27X, significantly higher than the industry’s average of 12.80X.
NVTS Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Navitas Semiconductor’s 2026 bottom line is pegged at a loss of 17 cents per share. The estimates for 2026 loss per share have remained unchanged over the past 30 days.
Image Source: Zacks Investment Research
Navitas Semiconductor currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Elon Musk warned that investors betting against SpaceX have little chance of survival — even as short sellers boosted their wagers against the company to about one-third of its publicly tradable shares ahead of several key catalysts.
About 206 million SpaceX shares are now sold short, representing roughly 32% of the company's publicly tradable float and about $25 billion in notional bearish bets, according to estimates from S3 Partners. That's up from about 185 million shares, or 29% of the float, just last week, and marks a dramatic increase from an estimated 40 million shares, or roughly 5% to 7% of the float, about a month ago.
"We continue to see short sellers adding exposure ahead of several key upcoming catalysts, including the company's first earnings report as a public company and subsequent lock-up expirations," Matthew Unterman, head of research at S3, told CNBC.
Musk responded to the growing short interest in a post on X, predicting investors betting against the company would ultimately lose.
"The survival probability of firms who maintain a significant short position in SpaceX over time is very low," Musk wrote. "I said SpaceX will be worth more than Earth if we achieve our goals. Obviously true."
SpaceX one month
SpaceX confirmed Tuesday that it will release its first quarterly earnings report as a public company after U.S. markets close on Aug. 4. The results will give investors their first detailed look at SpaceX's performance since its initial public offering and could provide a fresh test for both bulls and short sellers.
The growing bearish position comes as investors weigh SpaceX's long-term prospects against its valuation and the possibility of additional shares becoming available after lock-up restrictions expire. Bulls point to the company's leadership in launch services, Starlink's expansion, and its artificial intelligence ambitions, while skeptics have questioned how much future growth is already reflected in the stock.
SpaceX shares rose about 7% on Tuesday, on pace to snap a seven-session losing streak after analysts at Macquarie reiterated their outperform rating and urged investors to buy the recent weakness. The stock climbed to around $128, though it remains below its $135 IPO price following a sharp post-listing pullback.
Meta přidává do předplatného Horizon+ Xbox Game Pass Starter, čímž rozšiřuje nabídku her pro Quest. Předplatitelé získají přístup k více než 50 titulům a 10 hodin cloudového hraní měsíčně.
Item 1 of 2 Meta Quest 3s VR headset and accessories are displayed at the Meta Connect annual event at the company's headquarters in Menlo Park, California, U.S., September 24, 2024. REUTERS/Manuel Orbegozo/File Photo
[1/2]Meta Quest 3s VR headset and accessories are displayed at the Meta Connect annual event at the company's headquarters in Menlo Park, California, U.S., September 24, 2024. REUTERS/Manuel... Purchase Licensing Rights, opens new tab Read more
July 21 (Reuters) - Meta Platforms (META.O), opens new tab said on Tuesday it is adding the Xbox Game Pass starter edition to its Meta Horizon+ subscription service, expanding its gaming offering on Quest virtual reality headsets.
The move deepens Meta's partnership with Microsoft's (MSFT.O), opens new tab Xbox and will give Horizon+ subscribers access to more than 50 Game Pass titles alongside the existing catalog of more than 100 virtual reality games available through the service.
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Meta Horizon+ is a subscription service that gives Quest headset users access to a catalog of VR games, monthly game drops, and exclusive discounts.
Through the Xbox Game Pass starter, Horizon+ customers will also get 10 hours of cloud gaming per month.
Featured Game Pass titles include "Fallout 4", "Fallout 76", "Grounded", "DayZ" and "Overcooked 2".
Meta said it will roll out a gamepad emulator in the coming weeks, allowing Quest Touch controllers to function like an Xbox controller.
In April, Meta raised U.S. prices for its Quest virtual reality headsets, citing higher memory chip and component costs.
Earlier this month, Microsoft said it would cut about 3,200 jobs in its gaming division as part of a broader restructuring aimed at improving returns after years of investment in Xbox, including its acquisition of Activision Blizzard.
Reporting by Rashika Singh in Bengaluru; Editing by Devika Syamnath
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Tesla (NASDAQ:TSLA | TSLA Price Prediction) heads into its Q2 2026 earnings report tomorrow as the undisputed laggard of the Magnificent 7. Shares are down 17.82% year to date, badly trailing every other name in the cohort. Our proprietary model says the setup is more constructive than the tape suggests.
Our 24/7 Wall St. Price Target for Tesla The 24/7 Wall St. price target for Tesla is $428.08, implying 15.83% upside from the current $369.57 quote. Our recommendation is buy.
The rating reflects a re-rating pathway from expanding automotive margins, an accelerating Services and Other line, and imminent product catalysts in Cybercab, Semi, and Optimus. Q2 is the near-term trigger; the multi-year AI thesis is the structural driver.
Metric Value Current Price $369.57 24/7 Wall St. Price Target $428.08 Upside 15.83% Recommendation BUY Confidence Level 90% Why Tesla Has Been the Mag 7 Anchor in 2026 Tesla has slid 6.38% in the past week and 7.72% in the past month, sitting well below the 52-week high of $498.83 hit late last year.
In Q1 2026, Tesla reported revenue of $22.387 billion, up 15.78% YoY, and non-GAAP EPS of $0.41 versus a $0.3481 estimate, a 17.78% beat. Automotive gross margin snapped back to 21.1% from 16.2% from a year earlier, and Services and Other revenue jumped 42% to $3.745 billion on 1.28 million FSD subscriptions. Q2 reports July 22 after the close.
The Case for the Bull Scenario Our bull scenario gets Tesla to $487.11 within twelve months, a 31.81% total return. Cybercab volume production at Giga Texas, Tesla Semi volume production, Megapack 3, and the Optimus Fremont line all hit in 2026. FSD subscriptions rose 51% YoY, and Netherlands approval opens the EU.
Prediction markets on Polymarket price a 77.5% probability of a Q2 EPS beat. On 7investing’s AI Investor Podcast, Simon Erickson framed a robotaxi-success DCF at $700 per share, arguing Tesla “can probably double again” if regulators cooperate.
What Could Go Wrong The bear scenario lands at $375.64, barely above today’s price. TSLA trades at 346 trailing earnings and 167 forward. Q1 flagged real headwinds: energy revenue fell 12% YoY, inventory rose to 27 days of supply from 22, regulatory credits are declining, and digital asset losses hit $222 million. Opex is up 37% YoY.
Bulls counter that opex growth reflects deliberate AI R&D and the CEO award SBC, and that $1.95 billion in quarterly R&D is the price of buying Optimus and Robotaxi optionality. Polymarket assigns just a 16% chance of an Optimus release by year-end, so expectations there are already reset lower.
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How Tesla Stacks Up Against GM and Rivian General Motors (NYSE:GM) is the traditional-auto counterpoint. GM trades at a P/E near 25 on $185 billion in 2025 revenue, with Q1 2026 EPS of $3.70 beating the $2.62 consensus. GM prints real cash today; Tesla is priced on cash it will earn a decade out. That contrast is why our 24/7 Wall St. price target applies a mega-cap dampener rather than pure growth multiples.
Rivian (NASDAQ:RIVN) is the pure-play EV comp on the other extreme. Rivian’s Q1 2026 revenue was $1.381 billion on 10,365 deliveries, with negative adjusted EBITDA of -$472 million. Rivian has no P/E because it lacks earnings.
Between GM’s 25 P/E and Rivian’s negative one, Tesla’s 167 forward P/E reflects the market pricing a hybrid auto-plus-AI outcome. That framing makes our 24/7 Wall St. price target of $428.08 look reasonable.
The Setup Ahead of Q2 Earnings The 24/7 Wall St. price target is $428.08, the call is buy, and our confidence is 90%. The tipping factor is margin recovery: automotive gross margin snapping back to 21.1% resets the earnings math.
The bullish case strengthens if Q2 confirms the margin trajectory and FSD subscription growth holds above 40% YoY. The bearish case gains ground if energy revenue slips again and inventory days climb further.
Tesla Price Projection 2026 to 2030 Our base case implies a 9.94% annualized return to $593.66 by 2031.
Year 24/7 Wall St. Price Target 2026 $428 2027 $470 2028 $515 2029 $555 2030 $590 These projections assume Tesla executes on Cybercab, Semi, and Optimus ramps while sustaining FSD adoption. Meaningful upside or downside could emerge from Robotaxi geographic expansion or delayed Optimus commercialization.
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Tesla letos v létě nasadí aktualizaci, která přidá hlasového asistenta Grok s možností volat, přehrávat hudbu, ovládat klimatizaci i otevřít odkládací schránku. V aplikaci také zpřístupní sdílení statistik samořízení.
Tesla Inc (NASDAQ:TSLA) said it will roll out a new software update this summer that lets its Grok AI assistant make phone calls, play music, adjust cabin climate and open the glovebox by voice command.
The update also allows drivers to view and share self-driving statistics through Tesla's mobile app, and gives Navigation the ability to suggest routine destinations and prioritize routes drivers have previously taken.
Other features include the ability to set a desired arrival battery level from the app, upload custom vehicle wraps without a USB drive, and lock rear display controls from the front screen. Tesla's in-car Caraoke feature will add scoring and saved high scores.
The company also plans to add Supercharger name search, queue controls for Apple Music, adjustable zoom for the self-driving visualization display, browser camera and microphone support, and new animations for the Model 3 and Model Y.
Amazon má podle článku mírně navrch díky efektivnějšímu AI cloudovému zázemí, širší bázi zisků a nižšímu ocenění než Microsoft. Microsoft sice Azure rychle roste, ale brzdí ho vyšší kapitálové výdaje a slabší marže.
Key Takeaways Amazon's AWS growth is backed by Trainium chips, Bedrock upgrades and a diversified earnings base.MSFT is expanding Azure AI offerings but faces rising capital spending and softer cloud margins.AMZN trades at a lower forward P/S than Microsoft and has outperformed it year to date. Amazon (AMZN - Free Report) and Microsoft (MSFT - Free Report) sit atop the global cloud computing hierarchy, each channeling record capital into artificial intelligence infrastructure to capture enterprise workloads shifting to the cloud. Amazon Web Services and Microsoft Azure remain the two largest cloud platforms worldwide, and both companies have used recent product launches to reinforce their positions as the default infrastructure layer for generative and agentic AI.
The two stocks warrant a side-by-side look right now because both are entering a pivotal stretch of AI monetization, backed by aggressive infrastructure spending, expanding model partnerships and enterprise demand that continues to outstrip available capacity. Yet each company is approaching the opportunity from a different starting point, with distinct guidance, cost structures and growth trajectories.
Let's delve deep and closely compare the fundamentals of the two stocks to determine which one is a better investment now.
The Case for AMZN StockAmazon's cloud arm continues to demonstrate that scale and innovation can move together. In the first quarter of 2026, AWS delivered operating income of $14.2 billion, with management attributing the strength to broad customer demand alongside efficiency gains from custom Trainium chips, which now underpin the majority of Amazon Bedrock workloads. This combination lets Amazon absorb rising component costs while still expanding margins, a favorable setup few cloud rivals can match at similar scale.
Amazon's roadmap reinforces this momentum. At recent AWS Summit events, the company introduced Amazon Bedrock's fully managed Knowledge Bases, an Agentic Retriever for complex enterprise queries, and Web Search on Bedrock AgentCore, extending its agentic AI stack well beyond simple model hosting. AWS also deepened its partnership with OpenAI, bringing GPT-5.5 and Codex to Bedrock, giving customers more model choice without leaving Amazon's ecosystem. New EC2 G7 instances powered by Blackwell GPUs further strengthen AWS' AI compute lineup.
Management has been candid about near-term pressure points, including elevated memory costs and cash capital expenditures of $43.2 billion in the first quarter, mostly directed toward AWS and generative AI capacity. Executives acknowledge a lag of 6 to 24 months between infrastructure spending and revenue monetization, tempering the timeline for payback.
Even so, Amazon's diversified base of retail, advertising and cloud earnings gives it more levers to fund this AI buildout than a single-segment cloud peer, positioning AWS to keep converting capacity investment into durable, long-term growth as enterprise AI adoption widens steadily across its global customer base.
The Zacks Consensus Estimate for AMZN’s 2026 earnings is pegged at $8.93 per share, indicating a 24.55% increase from the figure reported in the year-ago quarter.
The Case for MSFT StockMicrosoft's cloud business remains a formidable growth engine, though its economics look different from Amazon's. In its third quarter of fiscal 2026, Azure and other cloud services revenues grew 40%, with management guiding to 39% to 40% constant-currency growth for the fiscal fourth quarter, citing broad customer demand that continues to exceed available supply. Microsoft's commercial remaining performance obligations reached $627 billion, underscoring a substantial multiyear revenue backlog.
Recent announcements show Microsoft widening its AI platform ambitions. The company confirmed that Anthropic's Claude models now sit alongside OpenAI's GPT models within Microsoft Foundry, giving enterprise customers added model flexibility. Microsoft also committed $2.5 billion and thousands of employees to a new AI implementation unit designed to help customers deploy agentic AI faster, following a similar move by AWS.
That expansion carries a real cost. Fiscal third-quarter capital expenditures and finance leases rose 49% year over year to $31.9 billion, and management has guided to roughly $190 billion in 2026 capital spending, up sharply from the prior year. Gross margin narrowed to its lowest level since 2022 as depreciation from data center buildouts weighed on profitability, and Microsoft Cloud gross margin is guided to soften further next quarter.
Copilot adoption offers a genuine bright spot, with paid seats climbing sharply and usage trends improving across coding, productivity and security workloads. Still, questions persist around whether that momentum, alongside Azure's capacity-constrained growth, can offset mounting depreciation and infrastructure costs quickly enough to preserve Microsoft's historically wide operating margins over the next several quarters.
The Zacks Consensus Estimate for MSFT’s fiscal 2026 earnings is pegged at $17.33 per share. The estimate indicates 27.05% year-over-year growth.
Valuation and Price Performance ComparisonOn valuation, AMZN stock is currently trading at a forward 12-month price-to-sales ratio of 3.04, well below MSFT's 7.75, even as both companies carry premium multiples relative to the broader market. Amazon's comparatively lower premium looks better justified given its diversified retail, advertising and AWS earnings base funding its AI buildout versus Microsoft's steeper multiple resting more heavily on cloud and Copilot monetization.
AMZN vs. MSFT P/S Ratio
Image Source: Zacks Investment Research
Price performance also favors Amazon. Microsoft shares have lost 16.8% year to date, underperforming Amazon's 8.3% gain over the same stretch, reflecting relatively stronger investor confidence in Amazon's near-term execution and its broader AI-driven growth trajectory.
AMZN Outperforms MSFT In 6 Months
Image Source: Zacks Investment Research
ConclusionWeighing both companies together, Amazon holds a modest edge. Its efficient Trainium-powered infrastructure, expanding agentic AI stack, diversified earnings base, and comparatively reasonable valuation offer a more balanced risk-reward setup than Microsoft, whose steep capital spending and narrowing cloud margins introduce near-term uncertainty despite strong Azure growth. Amazon's stronger year-to-date price performance further reflects this relative confidence. Investors would do well to track Amazon stock closely and consider holding it as AWS scales its AI monetization, while staying patient on Microsoft and watching for a more attractive entry point before committing fresh capital, given its currently elevated near-term cost pressures. AMZN currently carries a Zacks Rank #2 (Buy), whereas MSFT has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
AMD v 1Q FY2026 zvýšila tržby na 10,253 mld. USD, meziročně o 37,85 %, a divize Data Center rostla o 57 % na 5,775 mld. USD.
Upravený zisk na akcii 1,37 USD překonal konsensus 1,2939 USD.
I keep hitting the buy button on AMD (NASDAQ:AMD | AMD Price Prediction) because the projections analysts were sketching a year ago are showing up in the filings, in the customer names, and in the cash flow. Every quarter I tell myself I have enough. Every quarter I add more.
The Thesis I Cannot Shake AMD currently captures just 5% to 7% of global hyperscaler AI accelerator spend, and Wall Street projects that share will expand to 20% to 25% between 2027 and 2028. What convinced me the arithmetic will actually happen is the Helios rack-scale platform, integrating 72 Instinct MI455X GPUs, 6th-Gen EPYC Venice CPUs, and UALink open networking. That turns AMD from a chip vendor into a full-stack system supplier, which is what hyperscalers buy. Multi-gigawatt commitments from Microsoft, Meta, and OpenAI convert a projected share gain into contracted pipeline.
The Receipts Q1 FY2026 gave me three reasons in one filing. Revenue hit $10.253 billion, up 37.85% year over year, with Data Center alone at $5.775 billion, up 57%. Non-GAAP EPS of $1.37 beat the $1.2939 consensus, extending a pattern of revenue beats in all four recent quarters.
Second, the cash is real. Free cash flow reached $2.566 billion, up 252.96% year over year, on top of a full-year FY25 free cash flow of $5.519 billion. Balance sheet: $5.585 billion in cash against a debt/equity ratio of 0.07. That is a fortress underwriting the buildout.
Third, the market Lisa Su is chasing keeps getting larger. On the call, she said “we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030,” nearly double the pace outlined months earlier. Q2 guidance calls for roughly $11.2 billion, about 46% year-over-year growth.
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Why Not the Obvious Alternative Readers ask why I do not just own NVIDIA (NASDAQ:NVDA). I own some. I am not adding at these levels because AMD is the share-gain story, and the valuation gap matters. AMD trades at a P/E near 164, but the earnings growth underneath it is net income up 95.06%. As for Intel (NASDAQ:INTC), AMD is taking the business directly. Su noted “our fourth consecutive quarter of record server CPU revenue” with cloud and enterprise each up more than 50%. EPYC cloud instances grew to more than 1,600. Intel is the donor here.
The Risk I Will Not Wave Away The real risk is the valuation itself and China. U.S. export controls on MI308 cost AMD roughly $800 million in Q2 25 charges and $440 million net for FY25. Another round of policy tightening would sting. It has not changed my thesis because the Helios pipeline is North American and European hyperscaler demand, and Su said customer MI450 forecasts are running “above our initial plans that we had planned for 2027”.
Why the Buy Button Stays Live Su told analysts AMD has “a clear path to exceed our long-term financial targets, including delivering more than $20 in EPS over the strategic time frame.” Against a current price of $503.57, that math is the entire argument. Projections stopped being projections the day Meta signed for 6 gigawatts. I am buying the company that delivers them.
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SummaryRecent multi-year partnerships with Meta and OpenAI, each for 6 GW of AI infrastructure, could generate up to $120 billion in Data Center revenue through 2030.AMD's Helios platform integrates CPUs, GPUs, networking, and software, positioning AMD as a more formidable competitor to Nvidia in rack-scale AI systems.Potential shareholder dilution risk exists if up to 320 million warrants from Meta and OpenAI are exercised, representing a possible 19.6% increase in shares outstanding. Getty Images
By Khaveen Jey, CFA, FMVA, Portfolio Manager @ Khaveen Investments & Anthony Goh, Senior Investment Research Analyst @ Khaveen Investments
In our previous analysis, we compared AMD (AMD) with Intel (INTC) and explained
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Khaveen Investments is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the U.S. SEC does not imply a certain level of skill or training. No information in this publication is intended as investment, tax, accounting, or legal advice, or as an offer/solicitation to sell or buy. Material provided in this publication is for educational purposes only and was prepared from sources and data believed to be reliable, but we do not guarantee its accuracy or completeness.
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SummaryBoeing (BA) demonstrated stable net order inflow in June, booking 113 net orders valued at $7.3 billion, with strong single-aisle demand. BA's delivery cadence is improving, with 64 aircraft delivered in June and year-to-date deliveries up 12%, reflecting more sustainable, output-based production. Key operational milestones include ramping up 737 MAX and 787 production, inaugurating a fourth 737 MAX line, and progressing on MAX 7, MAX 10, and 777X certifications. Book-to-bill ratios above 1x signal robust demand, but focus remains on converting backlog to deliveries and achieving pre-crisis output levels. Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Jon Tetzlaff/iStock Editorial via Getty Images
Boeing (BA) has kicked off the Farnborough Airshow with 140 orders and commitments while keeping the 20-year demand forecast steady despite lower traffic growth expected this year. The US jet maker is
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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.
Amazon rozšiřuje čipy Trainium a tvrdí, že má závazky ve výši přes 225 miliard USD na jejich využití. Trainium 3 už míří do masové výroby a Trainium 4 má dorazit na přelomu let 2026 a 2027.
Amazon (NASDAQ:AMZN | AMZN Price Prediction) and NVIDIA (NASDAQ:NVDA) just closed earnings on opposite sides of the AI infrastructure trade. Amazon reported Q1 FY2026 on April 29, 2026, with AWS growing 28% and custom silicon crossing a $20 billion annual run rate. NVIDIA followed with Q1 FY2027 revenue of $81.62 billion, up 85.2%. Trainium is the reason to compare them right now.
AWS Sprints, Blackwell Still Roars AWS hit $37.59 billion in revenue, the fastest growth in fifteen quarters. CEO Andy Jassy told investors Amazon now has “over $225 billion in revenue commitments for Trainium”, anchored by Anthropic’s 5 GW deal and OpenAI’s 2 GW commitment starting 2027. Trainium2 is “largely sold out”, with 1.4 million chips already deployed powering most Bedrock inference.
NVIDIA’s Data Center revenue reached $75.25 billion, up 92%, with networking alone up 199%. Jensen Huang called this “the largest infrastructure expansion in human history”. Blackwell 300 is ramping and Vera Rubin is queued behind it. Non-GAAP gross margin held at 75.0%, roughly the mirror image of Amazon’s 50.3%.
The Three Ways Trainium Cracks NVIDIA’s Moat First, the mass volume ramp is happening now. The 3nm Trainium 3 moved from select early customers in early 2026 into mass production, and AWS hiked its Q3 2026 server shipment targets by 20% to 30% to support the ramp. Jassy said Trainium 3 is “30% to 40% more price performant than Trainium2” and nearly fully subscribed.
Second, distribution is changing. Reports emerged in June 2026 that Amazon is in active talks to sell physical Trainium server racks directly to external, sovereign, and co-location data centers. That breaks the AWS-only wall Trainium has lived behind and puts it in NVIDIA’s direct sales lane.
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Third, Trainium 4 lands next. The chip is designed to offer 3x the processing power of Trainium 3, is already heavily pre-ordered, and is scheduled for initial deployment in late 2026 to early 2027. Amazon frames the savings bluntly: “tens of billions of dollars of CapEx each year”.
Lens Amazon NVIDIA Core Bet Vertical AI stack GPU platform lock-in Gross Margin 50.3% 75.0% Anchor Commit $225B Trainium OpenAI 10 GW The Rubin Ramp Will Decide 2027 Watch whether Vera Rubin arrives with pricing power intact, or whether hyperscalers use Trainium 4 leverage to negotiate harder. Amazon still plans to deploy 1 million or more NVIDIA GPUs starting in 2026, so this is a share shift, not a replacement. The mix worth watching is inference workloads migrating from GPU to Trainium inside Bedrock’s 125,000 customer base.
Why I Lean Amazon for the Next Eighteen Months Amazon trades at a P/E of 30, the lowest in over a decade, while the chip business compounds at triple digits with anchor customers locked in. NVIDIA is the safer operating model at a 75.0% gross margin, but Polymarket traders see just a 5.8% chance NVDA closes above $220 today. For defensive AI exposure at a premium multiple, NVIDIA still works. For a re-rating catalyst tied to a specific product, Trainium 4 into early 2027 is the cleaner setup.
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Bank of America vylepšila EricaAssist o generativní AI, která zaměstnancům během hovoru dodá kontextové informace do tří sekund. Nástroj používá více než 18 000 pracovníků a zkracuje průměrnou délku hovoru téměř o minutu.
New AI capabilities deliver relevant insights in seconds, helping employees provide more personalized client service in real-time
Key takeaways
More than 18,000 employees use EricaAssist as a human-assisted AI agent to help serve clients. New Generative AI (Gen AI) capabilities deliver contextual guidance in under three seconds, helping resolve client needs faster and supporting decision making by customer service representatives. EricaAssist reduces average call times by nearly one minute per interaction, improving efficiency and client experience. , /PRNewswire/ -- Bank of America (BofA) today announced enhancements to EricaAssist, its human assisted AI agent that supports employees during client conversations, delivering real time insights that help resolve client needs faster while keeping the employee at the center of the experience.
Used by more than 18,000 customer service representatives, EricaAssist works alongside employees during calls – summarizing and surfacing relevant guidance in real time – so employees can focus on listening to and understanding clients, explaining solutions, and building stronger relationships. The enhancements are making our human agents better and providing our customers with an improved and more efficient experience.
"EricaAssist reflects our high tech, high touch approach," said Ashley Ross, Head of Consumer Client Experience and Business Transformation at Bank of America. "By combining human judgment with real time AI guidance, we're helping employees navigate complex topics more easily and serve clients more effectively in the moments that matter most."
Bank of America customer service representatives use generative AI capabilities within EricaAssist to summarize why a client is calling, pull together relevant information, and recommend next steps based on the employee's role and the client's relationship with the bank – all without interrupting the flow of the conversation.
"This technology helps our teammates deliver relevant insights in seconds, while operating with strong governance, transparency, and accountability," said Tom Ellis, Chief Information Officer and Head of Consumer Technology at Bank of America.
Later this year, Bank of America plans to expand EricaAssist to support additional servicing scenarios and business lines.
Frequently asked questions
Question: Why enhance EricaAssist with GenAI capabilities?
Answer: Enhancing EricaAssist reflects the bank's focus on continuously improving how employees access and deliver personalized guidance and resolve client needs faster.
Question: How do EricaAssist enhancements reflect Bank of America's broader investments in technology?
Answer: Bank of America spends $14 billion annually on technology, of which more than $4 billion is allocated to new initiatives, including AI. These ongoing investments, combined with our high-tech, high-touch approach, continue to enhance our client experiences across all channels and to drive operational efficiencies across the company.
Question: Why blend AI with employee decision making?
Answer: Our responsible AI strategy ensures human oversight, transparency, and accountability for all outcomes. By leveraging AI at scale across our global operations, we are optimizing performance and improving client experiences. EricaAssist works alongside employees, supporting their decision-making and service. Employees ensure clients receive thoughtful guidance, with AI operating within established governance and oversight.
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 60 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 and/or jurisdictions. 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.
Reporters may contact
Catherine Page, Bank of America
Phone: 1.704.519.7314
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Don Vecchiarello, Bank of America
Phone: 1.980.387.4899
[email protected]
Jamie Dimon uvedl, že AI už v některých jednotkách JPMorgan zrušila 30 % až 40 % pracovních míst. Varoval ale, že to nemusí znamenat výrazně vyšší marže, protože podobné úspory mohou získat i konkurenti.
On the July 14 earnings call, JPMorgan Chase (JPM +1.78%) CEO Jamie Dimon disclosed that artificial intelligence (AI) has already eliminated 30% to 40% of headcount in some of the bank's units. In the same breath, he tempered any hope that this would translate into fatter profits, warning that "you don't uniquely benefit from AI." That single sentence, more than the job-cut figure, is the one investors should study.
This is not a pilot program. JPMorgan is spending nearly $20 billion on technology this year, runs close to 1,000 AI use cases across functions from fraud detection to back-office processing, and now has roughly 150,000 of its more than 300,000 employees using an internal large language model every week. The headcount reductions Dimon described are the visible output of that investment: Real efficiency, applied at an industrial scale, already reshaping how the bank operates.
Jamie Dimon, CEO of JPMorgan Chase. Image source: JPMorgan Chase & Co.
Why the savings may not reach the bottom line Here is an analytically important part. A technology confers a durable advantage only when it is proprietary or scarce. When it diffuses across an entire industry, competition dissipates the excess returns it generates. Banking is intensely competitive and largely commoditized, so if every institution deploys similar AI tools, no single firm can hold onto the productivity windfall. The gains instead get passed through to customers in the form of lower prices, better service, or higher deposit rates, a textbook case of competitive pass-through.
That is precisely Dimon's point. AI lowers the cost of doing business, but it also lowers rivals' costs by roughly the same amount, leaving relative margins little changed. Worse, the technology is not free to run. CFO Jeremy Barnum cautioned that spending on generative AI is set to climb sharply in the second half of 2026, meaning some of the labor savings will be recycled into higher computing bills rather than dropping to earnings.
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The takeaway for JPMorgan Chase investors The takeaway here is a sobering one for anyone expecting an AI-driven profit surge at the big banks. AI is genuinely transforming JPMorgan's cost structure, trading expensive headcount for cheaper software, and that is real progress. But because the same transformation is available to every competitor, the productivity gains are more likely to flow to customers than to shareholders.
For investors, AI at JPMorgan is best understood as a defensive necessity, the price of staying competitive, rather than an offensive source of expanding margins. The bank that fails to adopt it would fall behind; the bank that adopts it merely keeps pace. That distinction is the difference between a cost saver and a moat, and Dimon is candidly telling the market it is the former.
The market expects Ford Motor Company (F - Free Report) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 28. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis company is expected to post quarterly earnings of $0.36 per share in its upcoming report, which represents a year-over-year change of -2.7%.
Revenues are expected to be $45.66 billion, down 2.7% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 1.22% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Ford Motor?For Ford Motor, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +11.95%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that Ford Motor will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Ford Motor would post earnings of $0.2 per share when it actually produced earnings of $0.66, delivering a surprise of +230.00%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Ford Motor appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsHarley-Davidson (HOG - Free Report) , another stock in the Zacks Automotive - Domestic industry, is expected to report earnings per share of $0.58 for the quarter ended June 2026. This estimate points to a year-over-year change of -34.1%. Revenues for the quarter are expected to be $1.12 billion, up 6.5% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Harley-Davidson has remained unchanged. Nevertheless, the company now has an Earnings ESP of -1.16%, reflecting a lower Most Accurate Estimate.
When combined with a Zacks Rank of #2 (Buy), this Earnings ESP makes it difficult to conclusively predict that Harley-Davidson will beat the consensus EPS estimate. Over the last four quarters, the company surpassed EPS estimates just once.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Starbucks zvýšil celoroční výhled non-GAAP EPS na 2,25–2,45 USD po návratu k růstu zisku na akcii ve 2. čtvrtletí fiskálního roku 2026. Zároveň zvýšil výhled globálních i amerických srovnatelných tržeb na 5 % nebo více z dřívějšího výhledu alespoň 3 %. Srovnatelné tržby v USA vzrostly o 7,1 % díky více než 4% růstu transakcí.
Key Takeaways SBUX's U.S. comps rose 7.1%, with transactions up more than 4% in the fiscal second quarter.Starbucks raised non-GAAP EPS guidance to $2.25-$2.45 as operating momentum strengthened.SBUX expects sales leverage and its $2B savings plan to support further margin recovery. Starbucks Corporation (SBUX - Free Report) is showing tangible signs that its "Back to Starbucks" turnaround is translating into financial improvement. In the second quarter of fiscal 2026, the company returned to year-over-year EPS growth for the first time in more than two years, while consolidated operating margin expanded for the first time since the first quarter of fiscal 2024. Starbucks also raised its full-year outlook, now expecting global and U.S. comparable sales growth of 5% or better, up from its prior outlook of at least 3%. The company also lifted its non-GAAP EPS guidance to $2.25-$2.45 from $2.15-$2.40, pointing to greater confidence in the recovery.
The improved outlook is being supported by stronger customer demand and transaction-led comp growth. U.S. comparable sales increased 7.1%, fueled by transaction growth of more than 4%, while U.S. company-operated morning transactions were roughly back to fiscal 2022 levels. The comp recovery was supported by Green Apron Service, improved staffing, service-time execution, delivery expansion and menu innovation. Starbucks Rewards membership also reached a record 35.6 million active members, strengthening the company’s digital engagement base.
Higher transaction volumes are becoming increasingly important because they can support operating leverage as sales recover. Starbucks expects sales leverage to build over the next two quarters, while its $2 billion cost-savings program remains on track through fiscal 2028. The company also expects coffee and tariff pressures to begin easing in the back half of fiscal 2026. These factors could help offset ongoing Back to Starbucks investments and support better margin flow-through.
International profitability and the China joint venture add another layer to the earnings recovery setup. Starbucks expects the China JV structure to be margin accretive, with the transaction expected to be relatively EPS neutral in fiscal 2026. The company also expects the transition to support a more capital-efficient model in China while allowing it to continue participating in the market’s long-term growth opportunity.
Starbucks’ ability to deliver sustainable earnings growth will likely depend on whether it can convert improving traffic into consistent operating leverage and margin expansion. Customer demand is recovering, guidance has moved higher and several operating initiatives are beginning to support stronger traffic, sales leverage and margin recovery. Together, these factors likely suggest that the Back to Starbucks turnaround is gaining financial traction.
SBUX’s Price Performance, Valuation & EstimatesShares of Starbucks have gained 16.1% in the past year against the industry’s of 5.3% fall. In the same time frame, other industry players like Dutch Bros Inc. (BROS - Free Report) have gained 5.9%, while McDonald's Corporation (MCD - Free Report) has declined 7.3%.
SBUX’s One-Year Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, SBUX trades at a forward price-to-sales (P/S) multiple of 3.01, below the industry’s average of 3.30. Conversely, industry players, such as Dutch Bros and McDonald's, have P/S multiples of 4.95 and 6.51, respectively.
SBUX’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for SBUX’s fiscal 2026 earnings per share has increased in the past 30 days.
EPS Trend of SBUX Stock
Image Source: Zacks Investment Research
The company is likely to report strong earnings, with projections indicating an 13.2% rise in fiscal 2026. Conversely, industry players like McDonald's are likely to witness an increase of 5.4%, year over year, in 2026 earnings. Meanwhile, Dutch Bros’ 2026 earnings are likely to witness a rise of 22.4% year over year.
SBUX stock currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Intel plánuje propouštění v divizi datových center v rámci snahy být „více soustředěnou a efektivní“ firmou. Počet dotčených zaměstnanců zatím není znám.
Lip-Bu Tan serves as the CEO of Intel. CHENG Yu-chen / AFP via Getty Images US chipmaker Intel is planning layoffs within its data center group amid a larger effort to become a "more focused and efficient" company.
"As part of our broader strategy to become a more focused and efficient company, Intel's data center group (DCG) is aligning its organization to ensure it has the right roles and skills in place to position the business for long-term success," an Intel spokesperson told Business Insider on Tuesday.
The spokesperson added that Intel is committed to supporting affected employees through the transition. It was not immediately clear how many company employees would be impacted by the layoffs.
A person familiar with the matter told Business Insider that the changes would not affect the data center group's product commitments and roadmaps and should help to better streamline the business.
News of the planned layoffs was first reported by The Oregonian.
The new round of job cuts comes as Intel has steadily reduced its workforce over recent years. Last year, Intel laid off at least 15% of its factory workers, or more than 5,000 employees, across four US states.
In August 2024, the chip manufacturer announced more than 15,000 job cuts as part of a plan to deliver $10 billion in cost savings for 2025.
Intel's turnaround effort gains momentumThe latest planned layoffs come at a pivotal period for Intel, which has shown signs of renewed momentum under CEO Lip-Bu Tan.
Tan was appointed CEO in March 2025 and is attempting a turnaround. The chipmaker's market share decreased in the last decade amid competition with foreign suppliers like Taiwan Semiconductor Manufacturing Company.
The US chipmaker is in the midst of developing its foundry business, an effort to develop chips for other companies.
On Tuesday, Intel announced its first named customer for its foundry business during Tan's tenure, a partnership with California-based cybersecurity company Fortinet to develop its next-generation security chip. Intel shares were up more than 6% following the news.
Last year, the US government took a nearly 10% stake in Intel, making it the company's largest shareholder. Intel's stock soared after President Donald Trump discussed the agreement at the White House and have climbed roughly 179% since the start of the year.
Tesla CEO Elon Musk has also said that the EV maker plans to use Intel's more advanced 14A chip process, which would mark a major win for the chipmaker.
Back in May, Intel's stock rose to an all-time high following reports that the company was in talks with Apple to make chips for its devices.
Do you work at Intel? Contact the reporter from a non-work email and device at [email protected] or on Signal at 718-288-1655.
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Natalie is a senior reporter on Business Insider's Business News team.She was previously on BI's Legal Affairs team where she covered major cases out of state and federal court, as well as bankruptcy. Her coverage often focused on stories at the intersection of law, business, politics and technology. Natalie has covered Donald Trump’s criminal and civil cases, the wave of lawsuits against the second Trump administration, the indictment and criminal trial of Sean “Diddy” Combs, the shooting death of UnitedHealthcare CEO Brian Thompson, and the legal battles facing Elon Musk and his companies. Natalie came to Business Insider in June 2021 as a breaking news reporter, focusing on the most interesting angles around the trending news of the day. Natalie largely drove BI’s coverage around the fatal “Rust” shooting involving Alec Baldwin and the disappearance and murder of Gabby Petito.Prior to joining BI, Natalie worked for the New York Post, the New York Daily News, and The Brooklyn Paper. She has an extensive background covering crime and courts. During her more than 12-year journalism career, she did a stint covering the police beat out of the headquarters for the New York Police Department. Natalie, a Brooklyn native, graduated from Brooklyn College in 2012 with a journalism degree. Popular articles
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American Express čeká za 2. čtvrtletí 2026 růst zisku na akcii o 7,8 % a tržeb o 9,9 % díky vyšším síťovým objemům a čistému úrokovému výnosu. Firma má také pozitivní Earnings ESP +0,61 %.
Key Takeaways American Express reports Q2 results on July 24, with estimates suggesting 7.8% EPS and 9.9% revenue growth.AXP's network volumes, cards-in-force and net interest income are expected to support quarterly growth.American Express has a positive Earnings ESP, though higher customer engagement costs may weigh on margins. American Express Company (AXP - Free Report) is set to report second-quarter 2026 results on July 24, 2026, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $4.40 per share, and the same for revenues is pinned at $19.62 billion.
The second-quarter earnings estimate witnessed two upward revisions over the past 60 days against two downward movements. The bottom-line prediction indicates a year-over-year increase of 7.8%. The consensus estimate for quarterly revenues implies year-over-year growth of 9.9%.
Image Source: Zacks Investment Research
For the full-year 2026, the Zacks Consensus Estimate for AmEx’s revenues is pegged at $79.28 billion, implying a rise of 9.8% year over year. Meanwhile, the consensus mark for full-year EPS is pegged at $17.67, implying growth of 14.9% on a year-over-year basis.
AmExbeat the consensus estimate in three of the last four quarters and missed once, with the average surprise being 4%.
Q2 Earnings Whispers for AmExOur proven model predicts a likely earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is precisely the case here.
AXP has an Earnings ESP of +0.61% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
What is Shaping AmEx’s Q2 Results?AmEx is expected to see a rise in network volumes during the second quarter, likely attributable to the resilient consumer spending of its premium customer base, which is less impacted by economic volatilities. The Zacks Consensus Estimate for second-quarter total network volumes indicates 10.1% year-over-year growth from $472 billion.
Discount revenues, a key source of AmEx’s top line, are expected to have benefited from rising network volumes. The consensus mark for second-quarter Discount revenues indicates 7.7% year-over-year growth. Billed businesses in U.S. Consumer Services and Commercial Services are expected to witness growth of 11.8% and 3.5% year over year, respectively. The Zacks Consensus Estimate for pre-tax income from Commercial Services indicates a 7.5% jump from a year ago.
Cards-in-force are expected to increase in the quarter on the back of expanding product offerings and stronger market penetration.The consensus projection for second-quarter total cards-in-force indicates 4.7% year-over-year growth. The estimate for Average fee per card also implies a 14.3% year-over-year increase.
AmEx’s interest income, another major revenue contributor, is expected to rise on higher loan receivables. The estimate for AXP’s net interest income implies an upside of 11.3% from the year-ago reported figure.
The above factors are expected to support year-over-year growth in the second quarter and set the stage for a potential earnings beat. However, higher customer engagement and operating costs could limit the upside. Higher variable customer engagement costs resulting from increased spending by Card Members and greater use of travel and lifestyle benefits are likely to have partially impacted margin growth.
Other Stocks That Warrant a LookHere are some other companies worth considering from the broader Finance space, as our model shows that these, too, have the right combination of elements to beat on earnings this time around:
Credicorp Ltd. (BAP - Free Report) has an Earnings ESP of +2.31% and a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Credicorp’s bottom line for the to-be-reported quarter is pegged at $7.20 per share, which indicates 15.4% year-over-year growth. The consensus estimate for BAP’s revenues is pegged at $1.72 billion, a 9.3% increase from a year ago.
Brookfield Asset Management Ltd. (BAM - Free Report) has an Earnings ESP of +1.60% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for Brookfield Asset Management’s bottom line for the to-be-reported quarter is pegged at 44 cents per share, which indicates 15.8% year-over-year growth. The consensus estimate for BAM’s revenues is pegged at $1.49 billion, a 15.6% increase from a year ago.
Virtu Financial, Inc. (VIRT - Free Report) has an Earnings ESP of +3.25% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for Virtu Financial’s bottom line for the to-be-reported quarter is pegged at $1.67 per share, suggesting growth of 9.2% from a year ago. The consensus estimate for VIRT’s revenues is pegged at $639.48 million, a 12.6% year-over-year jump.
Key Takeaways Pfizer's Q2 non-oncology outlook includes gains for Eliquis and Vyndaqel amid mixed portfolio trends.PFE's Comirnaty and Paxlovid sales are expected to decline on lower demand and purchases.Pfizer's Abrysvo may gain internationally, while U.S. vaccination rates remain weaker. Pfizer (PFE - Free Report) will announce its second-quarter 2026 earnings on Aug. 4, and investors will be watching the performance of its oncology business closely, as the segment generates nearly 27% of the company's total revenues. Its key cancer medicines include Ibrance, Xtandi, Lorbrena, Braftovi/Mektovi and Seagen-acquired antibody-drug conjugate, Padcev.
Apart from oncology, Pfizer has a broad portfolio spanning primary care, vaccines, inflammation and immunology, rare diseases, and other specialty therapies. These businesses are organized under the company's Primary Care and Specialty Care segments.
Here’s a closer look at the expected second-quarter performance of Pfizer’s therapies across these two non-oncology business segments.
In Primary Care, alliance revenues and direct sales from Bristol-Myers (BMY - Free Report) -partnered Eliquis are likely to have risen, driven by higher demand trends globally, partially offset by price and generic erosion in some ex-U.S. markets. As regards sales of key vaccine Prevnar, higher sales in ex-U.S. markets are likely to have been offset by the impact of lower demand in the United States.
The Zacks Consensus Estimate for alliance revenues from Eliquis is $1.98 billion.
The Zacks Consensus Estimate for sales of the Prevnar family of vaccines is $1.39 billion.
Pfizer records direct sales and alliance revenues from its partner, BioNTech (BNTX - Free Report) , for the COVID-19 vaccine, Comirnaty. Revenues from Pfizer/BioNTech’s Comirnaty are likely to have declined in the second quarter due to narrower COVID-19 vaccine recommendations in the United States that have reduced Comirnaty’s eligible patient population. Sales of the antiviral pill for COVID, Paxlovid, should also have declined due to lower infection rates, which hurt demand trends and lower international government purchases.
The Zacks Consensus Estimate for direct sales and alliance revenues from Comirnaty is $278 million, while that for Paxlovid is $119.0 million.
Among the newer products, sales of the RSV vaccine, Abrysvo, are likely to have gained from launch uptake in some international markets, partially offset by weaker vaccination rates in the United States. The Zacks Consensus Estimate for sales of Abrysvo is $155 million.
In the Specialty Care unit, sales of Vyndaqel are expected to have risen as higher sales in international markets may offset lower revenues in the United States. The Zacks Consensus Estimate for sales of Vyndaqel/Vyndamax is $1.75 billion.
While sales of Xeljanz rose, those of Enbrel declined in the first quarter, a trend likely to have continued in the second quarter.
Pfizer’s Key CompetitorsIn inflammation & immunology, Pfizer’s key competitors include AbbVie, Johnson & Johnson, Amgen and Novartis. In areas such as diabetes, cardiovascular disease, obesity, and other chronic conditions, Pfizer faces competition from Eli Lilly, Novo Nordisk, Merck, AstraZeneca, and Sanofi. In vaccines, it competes primarily with Merck, GSK, Sanofi, and Moderna.
PFE’s Price Performance, Valuation and EstimatesPfizer’s stock has risen 2.8% so far this year compared with an increase of 12.7% for the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, Pfizer appears attractive relative to the industry and is trading below its five-year mean. Going by the price/earnings ratio, Pfizer’s shares currently trade at 8.55 forward earnings, significantly lower than 18.88 for the industry as well as the stock’s five-year mean of 9.34.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings has declined from $2.99 per share to $2.96 per share, while that for 2027 has declined from $2.86 per share to $2.85 per share over the past 30 days.
Image Source: Zacks Investment Research
Pfizer has a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways NEM will report Q2'26 results July 23, with earnings seen up 49% and revenue up 16.4% year over year.NEM expects lower Q2 gold output and higher unit cost from mine sequencing, inflation and sustaining capital.NEM expects lower 2026 output at Penasquito, Cadia, Nevada Gold Mines and Pueblo Viejo. Newmont Corporation (NEM - Free Report) is slated to report second-quarter 2026 results after the closing bell on July 23. The mining giant is expected to have benefited from significantly higher realized gold prices in the second quarter compared with the year-ago period. However, the pricing tailwind is likely to have been weaker than in the first quarter. Gold prices retreated from the record highs reached earlier in the year as easing trade tensions, profit-taking after a solid rally and a stronger U.S. dollar reduced safe-haven demand.
NEM’s second-quarter performance is expected to have been weighed down by lower production across certain operations, planned mine sequencing and persistent cost inflation. Higher labor, energy and consumable costs are also likely to have pressured margins. Although stronger copper and silver prices may have provided some support, these gains are expected to have been insufficient to fully offset the impact of lower output and elevated operating expenses.
The Zacks Consensus Estimate for second-quarter earnings was revised downward in the past 90 days. The consensus estimate for earnings is pegged at $2.07 per share, suggesting a 44.8% year-over-year rise. The Zacks Consensus Estimate for second-quarter revenues currently stands at $6.19 billion, indicating a roughly 16.4% increase from the year-ago quarter.
Image Source: Zacks Investment Research
NEM beat the Zacks Consensus Estimate for earnings in each of the last four quarters. It has a trailing four-quarter earnings surprise of 33.6%, on average.
Image Source: Zacks Investment Research
Q2 Earnings Whispers for NEMOur proven model doesn’t predict an earnings beat for NEM this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is just not the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
NEM has an Earnings ESP of -10.65% and a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Shaping NEM’s Q2 ResultsNEM saw lower gold production for the first quarter, partly linked to its strategic divestment of non-core assets. NEM reported a roughly 16% year-over-year and 10% sequential decline in attributable gold production to 1.3 million ounces. Newmont expects second-quarter 2026 production to be below the first-quarter level. The company had produced 1.5 million attributable gold ounces in the first quarter of 2025.
Our estimate for attributable gold production stands at 1.23 million ounces for the second quarter, which indicates a 10.9% year-over-year decline.
The company anticipates gold production at about 5.26 million ounces for 2026, indicating a year-over-year decline from 5.89 million ounces in 2025. NEM expects lower production from Penasquito and Cadia in 2026 due to the site transitions. It also sees lower-than-expected production from Nevada Gold Mines and Pueblo Viejo. These will be partly offset by contributions from the newly commissioned Ahafo North mine.
Newmont is expected to have benefited from higher realized gold prices on a year-over-year basis in the to-be-reported quarter, but the pricing tailwind is likely to have been less pronounced than in the first quarter of 2026. Gold prices have retreated from the record highs reached earlier in the year amid easing geopolitical and trade tensions, a firmer U.S. dollar and profit-taking following a sharp rally, reducing safe-haven demand. Consequently, the company's average realized gold price is expected to have been lower than the record $4,900 per ounce reported in the first quarter, limiting the upside from higher gold prices in the second quarter.
Our estimate of the average realized gold price for the second quarter is $4,774 per ounce, indicating a 2.5% sequential decline.
Lower production is expected to lead to higher unit costs in 2026. NEM expects all-in-sustaining costs (AISC) — a critical cost metric for miners — to be $1,680 per ounce on a by-product basis, a notable increase from $1,358 per ounce in 2025. The expected increase is due to lower sales volumes resulting from planned mine sequencing, higher royalties and production taxes, deferral of sustaining capital from 2025 to 2026, and inventory changes.
Newmont also sees a significant sequential increase in unit costs in the second quarter, partly due to increased sustaining capital spending, higher costs associated with sales at Boddington, Tanami, Lihir and Penasquito and increased oil prices. The production decline and higher costs could undercut the profitability goals.
Newmont Stock’s Price Performance and ValuationNewmont’s shares have surged 44.5% in the past year, outperforming the Zacks Mining – Gold industry’s 26.2% increase and the S&P 500’s rise of 21.1%. Its gold mining peers, Barrick Mining Corporation (B - Free Report) , Agnico Eagle Mines Limited (AEM - Free Report) and Kinross Gold Corporation (KGC - Free Report) have surged 60.5%, 6% and 37.4%, respectively, over the same period.
Price Performance of NEM vs. Industry, S&P 500, KGC, AEM & BImage Source: Zacks Investment Research
From a valuation standpoint, Newmont is currently trading at a forward 12-month earnings multiple of 9.09, higher than the industry. NEM is trading at a premium to Barrick and Kinross Gold and at a discount to Agnico Eagle. Newmont and Kinross Gold have a Value Score of B, Barrick has a Value Score of A, while Agnico Eagle currently has a Value Score of C.
Valuation of NEM vs. Industry, KGC, AEM & BImage Source: Zacks Investment Research
Investment Thesis for NEM StockNewmont faces near-term headwinds from anticipated lower gold production, mine transitions and rising costs, which are expected to have weighed on earnings and margins in the second quarter of 2026. Production is projected to have declined due to weaker output at key operations, while higher all-in sustaining costs and softer realized gold prices sequentially could pressure profitability. Although contributions from the Ahafo North mine and elevated year-over-year gold prices might have provided some support, they are unlikely to have fully offset these challenges. These factors are expected to have limited earnings growth and could keep pressure on the stock in the near term.
Final Thoughts: Sell NEM SharesNewmont's near-term outlook remains challenging as lower gold production, softer realized gold prices and significantly higher all-in sustaining costs are expected to weigh on earnings and margin performance. Production headwinds stemming from mine transitions, asset divestments and weaker output at several key operations are likely to persist through 2026, limiting volume growth. At the same time, easing gold prices reduce the benefit of the favorable pricing environment seen earlier this year, while rising operating and sustaining capital costs are expected to pressure profitability.
With weakening fundamentals and a relatively expensive valuation, the stock offers a less compelling risk-reward profile, and investors may be better served by considering more attractively valued alternatives in the gold mining space.
UPS má za čtvrtletí končící v červnu 2026 vykázat zisk na akcii ve výši 1,65 USD a tržby 21,75 miliardy USD, tedy meziroční růst. Podle modelu Earnings ESP má UPS hodnotu +1,06 %, což naznačuje, že může konsensus v EPS překonat.
United Parcel Service (UPS - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 28. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis package delivery service is expected to post quarterly earnings of $1.65 per share in its upcoming report, which represents a year-over-year change of +6.5%.
Revenues are expected to be $21.75 billion, up 2.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.17% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for UPS?For UPS, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.06%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that UPS will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that UPS would post earnings of $1.04 per share when it actually produced earnings of $1.07, delivering a surprise of +2.88%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
UPS appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
TSMC a ASML potvrdily, že poptávka po HBM zůstává mimořádně silná, zatímco kapacita EUV je až do roku 2028 plně vytížená. To omezuje růst nabídky v celém odvětví.
SummaryTSMC and ASML confirmed AI memory demand remains exceptionally strong, while fully booked EUV capacity limits industry supply growth through 2028.Japan and the U.S. committed billions toward Micron Technology, Inc.'s manufacturing expansion, strengthening long-term capacity, supply-chain resilience, and geopolitical positioning.General Motors and Ford signed long-term supply agreements, diversifying Micron beyond hyperscalers with stable automotive AI memory demand.Micron trades at only 11.6x forward earnings despite consensus forecasting EPS growth from $73.39 to $150.91 in FY2027.The main risks are HBM4 technology execution and antitrust litigation, while investor sentiment has become increasingly polarized after the recent selloff. petrovv/iStock via Getty Images
Investment Thesis Despite the correction in Micron Technology, Inc.'s (MU) stock price, TSMC (TSM) and ASML Holding (ASML) have reiterated that HBM demand remains exceptionally strong, whereas EUV shortages turn into
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of MU 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.
Intuitive Surgical ve 2. čtvrtletí zvýšila výnosy o 19 % na 2,9 miliardy USD a počet výkonů da Vinci o 15 %. Akcie ale od začátku roku 2026 klesly o 38 % a jsou na víceletém minimu.
Intuitive Surgical (ISRG +1.08%), maker of the da Vinci robotic-assisted surgical systems, recently posted a strong quarter. But despite consistently solid numbers, the stock itself has been in a tailspin this year. As of Monday's close, it was down 38% thus far in 2026, and it's not just trading at a new 52-week low, but it's at a multi-year low as well; the last time it was at these levels was back in early 2024.
What's behind the stock's struggles this year, and could this be a glorious opportunity for long-term investors to buy the stock at a discount?
Image source: Getty Images.
Intuitive Surgical's growth has been looking much better of late Last week, Intuitive Surgical posted its second-quarter numbers, which yet again featured double-digit growth. Revenue of $2.9 billion for the period ending June 30 rose by 19% year over year. Over the past year, its growth rate has been comfortably above 15%. With hospitals resuming normal procedures and demand being higher, it's looking more like a top growth stock again.
ISRG Revenue (Quarterly YoY Growth) data by YCharts
The number of da Vinci procedures rose by 15%, and the install base for the surgical system also rose by 12%, totaling 11,710 as of the end of the period. It's an excellent sign that the business is growing well and with a higher install base, winning over new customers as well, setting itself up for even more growth ahead.
However, despite the solid numbers, the stock has been struggling this year. The company's Chief Financial Officer, Jamie Samath, noted that the expiration of the Affordable Care Act's enhanced premiums had a "modest adverse impact" on procedures during the quarter, which may help explain some of the market's apprehension. There's also been a decline in bariatric cases due to the rising popularity of GLP-1 weight loss drugs.
While the business has been doing well, these headwinds are preventing Intuitive from doing even better.
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Intuitive Surgical stock is currently trading at 33 times its estimated future earnings (based on analyst estimates), which is considerably lower than its past levels, as it wasn't uncommon for the multiple to be as high as around 70. Its elevated valuation may have also been a key reason for the stock's decline this year.
However, now with a lighter valuation, Intuitive's stock may be a great buy. The company has been posting strong numbers, and with plenty of growth opportunities still out there related to robotic-assisted surgery, this can be an excellent investment to buy and hold for the long haul.
David Jagielski, CPA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intuitive Surgical. The Motley Fool recommends the following options: long January 2028 $520 calls on Intuitive Surgical and short January 2028 $530 calls on Intuitive Surgical. The Motley Fool has a disclosure policy.
AMC Entertainment oznámila lepší než očekávané výsledky za 2. čtvrtletí: upravené EPS činilo 14 centů a tržby dosáhly 1,60 miliardy USD. Po zveřejnění výsledků analytici Wedbush a Benchmark zvýšili cílové ceny.
AMC Entertainment Holdings, Inc. (NYSE:AMC) on Monday reported better-than-expected second-quarter results.
Adjusted EPS of 14 cents surpassed the analyst expectations for a loss of six cents per share. The largest cinema chain operator’s revenue rose 14.2% year over year (Y/Y) to $1.60 billion, exceeding estimates of $1.47 billion.
AMC plans to expand its premium large format (PLF) and extra-large format (XLF) footprint by adding 100–250 auditoriums over the next 2–4 years, primarily funded through third-party capital.
AMC shares fell 6.9% to trade at $2.28 on Tuesday.
These analysts made changes to their price targets on AMC following earnings announcement.
Wedbush analyst Alicia Reese maintained AMC with an Outperform rating and raised the price target from $3 to $4. Benchmark analyst Mike Hickey maintained the stock with a Buy and raised the price target from $2.5 to $3. Considering buying AMC stock? Here’s what analysts think:
Photo via Shutterstock
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MercadoLibre v 1. čtvrtletí 2026 vydala 2,7 milionu kreditních karet a portfolio kreditních karet meziročně vzrostlo o 104 % na 6,6 miliardy USD. Podíl nesplácených úvěrů 15–90 dní klesl o 80 bazických bodů.
Key Takeaways MercadoLibre issued 2.7 million cards in Q1 2026, lifting its card portfolio 104% to $6.6 billion.The card boosts marketplace conversion, GMV per user and transaction frequency through cross-selling.Its 15-90-day NPL ratio fell 80 basis points as expansion advanced in Mexico and Argentina. MercadoLibre, Inc. (MELI - Free Report) continues to deepen its ecosystem integration through its credit card business, which is emerging as a central driver of user engagement. During the first quarter of 2026, the company issued 2.7 million credit cards, expanding its credit card portfolio by 104% year over year to $6.6 billion. This growth brought credit card balances to 46% of the total credit portfolio, up from 42% in the prior-year period. Total payment volume for credit cards surged 90% year over year, while monthly active users increased 68%.
The credit card plays a strategic role in converting marketplace-only buyers into active fintech participants. Management emphasizes that this product strengthens the cross-sell flywheel by lifting marketplace conversion rates, boosting gross merchandise volume per user and increasing overall transaction frequency across the platform. Rich proprietary data from marketplace interactions allows the firm to enhance underwriting precision continuously. As a result, credit asset quality improved as the card’s 15-90-day non-performing loan ratio declined by 80 basis points year over year.
In Brazil, older cardholder cohorts are maturing steadily, helping offset the initial margin dilution associated with rapid card expansion. Based on predictable payback periods and solid credit performance, MercadoLibre is expanding credit card issuance in Mexico and scaling early-stage efforts in Argentina. By combining high consumer engagement with refined risk models, the credit card operation proves that fintech expansion directly reinforces core marketplace performance.
What the Latest Metrics Say About MercadoLibreMercadoLibre, which competes with Amazon.com, Inc. (AMZN - Free Report) and Sea Limited (SE - Free Report) , has seen its shares tumble 15% over the past six months compared with the industry’s 2.5% decline. While Amazon shares have jumped 6.6%, Sea Limited has fallen 14% in the aforementioned period.
Image Source: Zacks Investment Research
From a valuation standpoint, MercadoLibre's forward 12-month price-to-earnings (P/E) ratio stands at 35.89, higher than the industry’s ratio of 21.92. The stock is also trading above its 12-month median level of 34.46.
MercadoLibre is trading at a premium to Amazon (with a forward 12-month P/E ratio of 26.08) and Sea Limited (21.16).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MercadoLibre’s current financial-year sales and earnings per share implies year-over-year growth of 39.7% and 4.1%, respectively. For the next fiscal year, the consensus estimate indicates a 26.6% rise in sales and 44.4% growth in earnings.
Image Source: Zacks Investment Research
MELI currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
MEXC spustila staking TAO od Bittensoru pro globální uživatele. Integrace přes validátor Yuma zpřístupňuje staking 40 milionům uživatelů a rozšiřuje přístup k ekosystému Bittensor.
MEXC adds Bittensor TAO staking for its global user baseThe integration with validator Yuma gives millions of MEXC users access to Bittensor, an AI-focused blockchain whose ecosystem now spans 128 specialized subnets.
Cryptocurrency exchange MEXC has launched staking support for Bittensor’s native TAO token, allowing users to earn rewards by helping secure one of the largest decentralized artificial intelligence networks.
Bittensor validator Yuma announced Tuesday that MEXC has integrated its validator infrastructure to support TAO staking for the exchange’s reported 40 million users. Yuma participates in Bittensor’s consensus mechanism by evaluating the performance of network subnets — specialized AI applications that perform specific machine learning tasks — and assigning weights that help determine how staking rewards are distributed.
The companies said the integration is intended to expand access to the Bittensor ecosystem and increase participation in the network.
Bittensor is a decentralized network that coordinates the development of AI models and services through subnets, which compete for token rewards based on their performance and usefulness to the network. TAO holders can stake tokens to validators, who allocate stake across subnets and earn rewards based on those allocations.
The Bittensor ecosystem currently consists of 128 subnets that specialize in tasks such as AI inference, model training, coding assistants and financial modeling. The ecosystem has expanded as interest in decentralized AI grows, with advocates arguing that open networks such as Bittensor are less susceptible to government or corporate restrictions than proprietary AI models. That argument gained renewed attention after the US Commerce Department restricted public access to certain Anthropic models due to national security and export control concerns.
TAO was trading at around $199 at the time of writing, giving it a market capitalization of roughly $1.916 billion, according to CoinMarketCap.
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