GoodRx spustí rodinné předplatné Companion na běžné léky a služby a od 1. ledna 2027 ho nabídne i jako zaměstnanecký benefit. Rodiny zaplatí 24,99 USD měsíčně za přístup k více než 250 lékům a dalším službám.
GoodRx, a prescription drug savings site, announced on Thursday a family healthcare subscription for access to common medical services and over 250 medications, and it plans to launch the program as part of employer health benefits in 2027.
The program, called Companion, offers 250 generic medications for free and discounted access to telehealth, vision, dental and lab services for families paying $24.99 each month.
The subscription was previously only available directly to consumers on an individual basis. Individual Companion subscriptions cost $14.99 monthly.
CEO Wendy Barnes said the launch is meant to address affordability gaps families are facing amid changes to health insurance coverage.
"America’s healthcare affordability crisis is widening on both sides of the insurance divide," said Barnes, adding cost pressures are impacting entire households, while affordability tools often focus on individual patients. "Rising deductibles, out-of-pocket costs and coverage restrictions mean that having insurance no longer guarantees affordable access to care."
GoodRx says it is already lining up employers that want to offer the program. Those partnerships are expected to start January 1, 2027.
A spokesperson for GoodRx said employers can choose to subsidize the membership costs, and employees who choose to enroll would pay any remaining share.
During this year's second quarter, GoodRx's subscription revenue increased 39% year over year, and uptake for the Companion program exceeded expectations, Barnes said.
Employers expect healthcare costs to increase 9.2% in 2027, if they do not take action to mitigate expenses, according to the Business Group on Health.
Some employers aiming to manage cost increases plan to offer plans with higher deductibles, requiring workers to pay more out of pocket before insurance coverage takes effect, the Business Group on Health said.
"Pressure on insured consumers may be just as consequential as the number of people who lose coverage," said Barnes. "A person can have insurance and still face a prescription price they cannot afford."
Casella Waste Systems a Waga Energy letos zprovoznily provoz třetího zařízení na výrobu RNG, tentokrát na skládce McKean v Pensylvánii. Projekt má ročně vyrobit až 407 000 MMBtu (120 GWh) plynu.
RUTLAND, Vt., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Casella Waste Systems, Inc. (Nasdaq: CWST), a regional solid waste, recycling and resource management services company in the Eastern United States, and Waga Energy (EPA: WAGA), a global expert in the production of Renewable Natural Gas (“RNG”) from landfills, announced the start of operations of the RNG production facility at the McKean Landfill in Mount Jewett, Pennsylvania.
The McKean facility is the third to come online this year, following the successful commissioning of facilities at the Chemung County Landfill and the Hyland Landfill. Together, the three projects complete the partnership agreement signed in 2023.
“Bringing this facility online at our McKean landfill is another important step in our efforts to recover more value from the materials we manage,” said Ned Coletta, President and CEO of Casella Waste Systems, Inc. “Our partnership with Waga Energy has always been focused on collaborating to leverage each other’s strengths, and it’s extremely gratifying to see the third facility come online and producing as anticipated.”
The facility uses Waga Energy's patented WAGABOX® technology to upgrade landfill gas into pipeline-quality RNG. With 2,000 SCFM of installed processing capacity, McKean can generate up to 407,000 MMBtu (120 GWh) of renewable gas annually. Production will ramp up progressively as landfill gas volumes increase at the site.
“The commissioning of the McKean WAGABOX® unit is a strong testament to the commitment and execution capabilities of the Casella and Waga Energy teams,” said Guénaël Prince, Chief Executive Officer of Waga Energy Inc. “This project also demonstrates the strength of a partnership model that creates long-term value for both partners by transforming landfill gas into a reliable source of renewable energy.”
The RNG produced on-site is injected directly into the National Fuel Gas network, supplying the region with a renewable alternative to fossil natural gas. The project is expected to avoid 31,000 tons of CO₂-equivalent emissions each year, according to U.S. Environmental Protection Agency standards.
Under the terms of the agreement, Waga Energy fully funded the construction of each facility and will own and operate each of them for 20 years, while Casella and Waga Energy share the revenue generated from RNG sales.
About Casella Waste Systems, Inc.
Casella Waste Systems, Inc., headquartered in Rutland, Vermont, provides resource management expertise and services to residential, commercial, municipal, institutional and industrial customers, primarily in the areas of solid waste collection and disposal, transfer, recycling and organics services in the eastern United States. For more information, visit www.casella.com.
About Waga Energy
Waga Energy produces competitively priced Renewable Natural Gas (RNG, also known as biomethane) by upgrading landfill gas using a patented purification technology called WAGABOX®. The RNG produced is injected directly into the gas grids that supply individuals and businesses, providing a substitute for natural fossil gas. Waga Energy currently operates 36 RNG production units in France, Spain, Canada and the USA, representing an installed capacity of more than 6.5 million MMBtu (1.9 TWh) per year. To date, Waga Energy has 19 RNG production units under construction worldwide. Each project initiated by Waga Energy contributes to the fight against global warming and helps the energy transition. Waga Energy is listed on Euronext Paris (FR0012532810 – EPA: WAGA).
Safe Harbor Statement
Certain matters discussed in this press release, including but not limited to, the statements regarding our intentions, beliefs or current expectations concerning, among other things, projections as to the anticipated benefits of the commercial agreement, the anticipated amounts of renewable natural gas to be produced and the anticipated impact of the commercial agreement and the renewable natural gas facilities on the Company’s business and future financial and operating results are "forward-looking statements". These forward-looking statements can generally be identified as such by the context of the statements, including words such as “believe,” “expect,” “anticipate,” “plan,” “may,” “would,” “intend,” “estimate,” “will,” “guidance” and other similar expressions, whether in the negative or affirmative. These forward-looking statements are based on current expectations, estimates, forecasts and projections about the industry and markets in which the Company operates and management’s beliefs and assumptions. The Company cannot guarantee that it actually will achieve the financial results, plans, intentions, expectations or guidance disclosed in the forward-looking statements made. Such forward-looking statements, and all phases of the Company’s operations, involve a number of risks and uncertainties, any one or more of which could cause actual results to differ materially from those described in its forward-looking statements.
Such risks and uncertainties include or relate to, among other things, the following: project development timelines may extend past anticipated schedules; the Company may not fully recognize the expected financial benefits from the RNG facilities due to operational challenges, gas production levels, market or economic factors outside its control which may impact revenues and costs, or for other reasons; and potential regulatory changes could adversely impact operations.
There are a number of other important risks and uncertainties that could cause the Company’s actual results to differ materially from those indicated by such forward-looking statements. These additional risks and uncertainties include, without limitation, those detailed in Item 1A. “Risk Factors” in the Company’s most recently filed Form 10-K for the fiscal year ended December 31, 2025, and in other filings that the Company may make with the Securities and Exchange Commission in the future.
The Company undertakes no obligation to update publicly any forward-looking statements whether as a result of new information, future events or otherwise, except as required by law.
Contact Us
Casella Waste Systems, Inc.
Media Relations
Jeff Weld
Vice President of Communications
(802) 772-2234Investor Relations
Henry Baby, CFA
Vice President of Investor Relations and Finance
(802) 417-3841 Waga Energy
Alicia Fanni
Marketing and Communications Manager
(786) 300-9545 [email protected] Laurent Barbotin
Head of PR
+33 772 771-185 [email protected]
TraceLink a Omnicell propojily DSCSA compliance s nemocničními systémy správy lékáren, aby nemocnice mohly ověřovat serializované léky přímo při příjmu. Cílem je méně manuální práce a rychlejší řešení výjimek i hlášení.
Integration brings serialized product verification and traceability directly into medication receiving workflows, intended to enable more efficient pharmacy operations without separate compliance processes.
, /PRNewswire/ -- TraceLink, the world's largest Agentic Business Network for the life sciences and healthcare supply chain, today announced an integration between its Drug Supply Chain Security Act (DSCSA) compliance solution and the pharmacy inventory management systems of Omnicell, Inc. (Nasdaq: OMCL), a leading healthcare technology provider focused on empowering autonomous medication management. This integration is expected to enable hospitals and health systems to manage product verification, traceability, and compliance as part of everyday medication receiving workflows.
Medication shipments received by a hospital or health system pharmacy must be verified, documented, incorporated into inventory, and made available for patient care. When verification or data discrepancies occur, pharmacy teams must also resolve compliance exceptions while maintaining accurate records for regulatory reporting. While the DSCSA established new standards for product verification and traceability, many pharmacy teams still rely on separate compliance tools and manual processes alongside their operational workflows. Managing compliance outside the pharmacy system can add complexity, consume valuable staff time, and create unnecessary interruptions during medication receiving.
Through this integration, hospitals can access TraceLink's DSCSA capabilities directly within Omnicell central pharmacy inventory management workflows. Pharmacy teams can verify serialized products, access traceability information, resolve product verification exceptions, complete compliance reporting, and document receiving activities as medications are received, intended to help reduce manual effort, eliminate disconnected processes, and streamline pharmacy operations without changing established workflows.
TraceLink's DSCSA solution is built on the Integrate-Once™ Agentic Business Network, which links more than 315,000 authenticated entities across life sciences and healthcare and supports hundreds of billions of annual supply chain transactions. By extending this trusted digital infrastructure into hospital pharmacy operations, healthcare organizations are expected to gain immediate access to accurate serialized medicine information exchanged across the broader life sciences supply chain, improve confidence in product authenticity while enabling faster product verification, more efficient compliance exception resolution, and targeted response when recalled products enter the pharmacy.
"Hospital pharmacies shouldn't have to choose between maintaining regulatory compliance and operating efficiently," said Shabbir Dahod, President and CEO of TraceLink. "By integrating TraceLink's trusted DSCSA network with Omnicell's central pharmacy inventory management workflows, we're able to embed verification and traceability directly into medication receiving so pharmacy teams spend less time managing compliance processes and more time ensuring medicines are available for patient care."
Together, TraceLink and Omnicell are working to help hospitals and health systems:
Verify serialized medicines within existing medication receiving workflows. Reduce manual effort associated with DSCSA compliance and audit-ready reporting. Resolve product verification and compliance exceptions more efficiently. Improve traceability to support faster identification of affected recalled products. Increase operational efficiency while supporting medication safety and availability. Sundar Tamma, Vice President of Product Management for Hospital Solutions at Omnicell, said, "Hospital pharmacies continue to face increasing operational demands with limited resources. The integration of TraceLink's solution expands the range of DSCSA integrations available to Omnicell Central Pharmacy Manager customers, providing additional options to support compliance while preserving the efficient workflows pharmacists depend on every day."
As hospital pharmacies continue to modernize medication management, the same trusted serialized medicine information should be able to support broader operational capabilities—including faster compliance exception resolution, targeted recall management, and future intelligent pharmacy workflows—without requiring separate data sources or disconnected compliance systems. This integration represents another step toward embedding trusted supply chain information directly into the systems healthcare providers use every day to deliver safe, efficient patient care.
Learn more about TraceLink's DSCSA compliance solutions for hospitals and health systems.
About TraceLink
TraceLink powers the transformation to an Agentic Supply Chain Operating Model, enabling organizations to perform and improve supply chain work across their business and trading partner networks. The Agentic Supply Chain Operating System, built on the OPUS Platform, brings together Agentic Business Processes, Agentic Control Towers, governed OPUS Agents, with the Integrate-Once™ Agentic Business Network to link systems, end-to-end business transactions, and collaborative peer-to-peer processes to create trusted, real-time operational context. In this agentic environment, humans and agents work together with greater speed, reasoning, control, and accountability to improve organizational productivity, service, inventory, working capital, cost, compliance, quality, resilience, and revenue performance.
Learn more at www.tracelink.com.
About Omnicell
Since 1992, Omnicell has been committed to delivering innovative, outcomes-centric pharmacy and nursing solutions for all settings of care. As an intelligent medication management technology company, Omnicell empowers autonomous medication management by unifying automation and AI-enabled intelligence, optimized by expert services, to drive clinical and business outcomes that are helping to improve efficiency and enhance patient safety for healthcare facilities worldwide.
Learn more at https://www.omnicell.com/
OMNICELL and the Omnicell logo are registered trademarks of Omnicell, Inc. or one of its subsidiaries.
Emergent BioSolutions dokončila zpětný odkup dluhu za 75 milionů USD a snížila nesplacený objem seniorních nezajištěných dluhopisů na zhruba 364,7 milionu USD.
Repurchase reduces unsecured note balance to approximately $364.7 millionManagement to discuss this key milestone and broader transformation progress at upcoming investor conferences GAITHERSBURG, Md., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Emergent BioSolutions Inc. (NYSE: EBS) today announced that it has completed the repurchase of $75 million aggregate principal amount of its 3.875% Senior Unsecured Notes due 2028 (the “Senior Unsecured Notes”), following authorization granted by its Board of Directors. In total, Emergent deployed approximately $68 million of cash for the repurchases, resulting in an average repurchase price of 90.6% of face value. Following completion of the repurchases, the outstanding aggregate principal balance of the Senior Unsecured Notes has been reduced to approximately $364.7 million.
“This bond repurchase reflects our continued discipline in deploying capital to strengthen Emergent’s financial profile while maintaining flexibility to support our strategic growth priorities,” said Joe Papa, president and CEO of Emergent. “The transactions were executed at attractive market levels, reduced our outstanding unsecured debt and further demonstrate our commitment to prudent balance sheet management as we continue advancing our multi-year transformation plan.”
Emergent continues to maintain a strong cash position on its balance sheet and has access to an additional $50 million under its asset-based revolving loan facility, providing liquidity to support the company’s ongoing key strategic priorities. The company also plans to continue to monitor market conditions and evaluate the optimal timing for refinancing the remaining outstanding Senior Unsecured Notes, which mature in August 2028.
Emergent management will discuss this important milestone, along with the company’s broader transformation progress, at the following investor conferences:
21st Annual Wells Fargo Healthcare Conference, September 9, 2026H.C. Wainwright 28th Annual Global Investment Conference, September 14, 2026Presentation and webcast to be held at 3:30 pm ET; register here. A replay will be made available on Emergent’s Investor page. About Emergent BioSolutions
At Emergent, our mission is to protect and save lives. For over 25 years, we’ve been at work preparing those entrusted with protecting public health. We deliver protective and life-saving solutions for health threats like smallpox, mpox, botulism, Ebola, anthrax and opioid overdose emergencies. To learn more about how we help prepare communities around the world for today’s health challenges and tomorrow’s threats, visit our website and follow us on LinkedIn, X, Instagram, Apple Podcasts and Spotify.
Safe Harbor Statement
This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical fact, including statements regarding our ability to opportunistically deploy capital, the potential refinancing of additional Senior Unsecured Notes and our multi-year transformation plan, are forward-looking statements. We generally identify forward-looking statements by using words like "anticipate," "believe," "continue," "could," "estimate," "expect," "forecast," "future," "goal," "intend," "may," "plan," "position," "possible," "potential," "predict," "project," "should," "target," "will," "would," and similar expressions or variations thereof, or the negative thereof, but these terms are not the exclusive means of identifying such statements.
These forward-looking statements are based on our current intentions, beliefs and expectations regarding future events based on information that is currently available. We cannot guarantee that any forward-looking statement will be accurate. Readers should realize that if underlying assumptions prove inaccurate or unknown risks or uncertainties materialize, actual results could differ materially from our expectations. Readers are, therefore, cautioned not to place undue reliance on any forward-looking statement, as contained herein. Any such forward-looking statement speaks only as of the date of this press release, and, except as required by law, we do not undertake any obligation to update any forward-looking statement to reflect new information, events or circumstances.
There are a number of important factors that could cause the company's actual results to differ materially from those indicated by any forward-looking statements. Readers should consider this cautionary statement, as well as the risks identified in our periodic reports filed with the U.S. Securities and Exchange Commission, when evaluating our forward-looking statements.
Investor Contact:
Richard S. Lindahl
Executive Vice President, CFO [email protected]
Media Contact:
Assal Hellmer
Vice President, Communications [email protected]
SummaryCoreWeave, Inc. retains my Strong Buy rating, as Q2 revealed a step-change in adjusted operating margin from 1% to 5%.CRWV’s forward guidance implies a massive Q4 ramp, with up to 60% of full-year adjusted operating income expected in that quarter.Weighted-average cost of debt fell by 300 basis points despite a hawkish Fed, signaling improved lender confidence and robust capital access.Bear risks center on surging interest expense and leverage, but margin ramp and contract durability—such as 2029 A100 GPU deals—support the bullish thesis. Erik Isakson/DigitalVision via Getty Images
Back in July, I covered CoreWeave, Inc. (CRWV) and argued that the selloff was a rate scare without an underlying business problem, and that the crowd would find its way back to the
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
QCi ve 2. čtvrtletí zvýšila tržby na 5,6 mil. USD, ale stále vykázala hrubou ztrátu asi 1,2 mil. USD. Provozní náklady vyskočily o 114 % na 21,8 mil. USD.
Key Takeaways QCi posted $5.6M in Q2 revenues but still recorded a gross loss of about $1.2M. QCi's operating expenses jumped 114% to $21.8M on payroll, marketing and acquisition costs. QCi spent about $180M on three buyouts, enhancing capabilities while rising integration and execution risks. Quantum Computing Inc. (QUBT - Free Report) or QCi faces a key risk as its strong revenue growth has not yet translated into positive profitability. Second-quarter 2026 revenues rose to $5.6 million from just $61,000 a year ago, but the company still reported a gross loss of about $1.2 million.
This indicates that current production volumes are not yet high enough to absorb manufacturing-related fixed costs efficiently. The company is working toward scalable commercial manufacturing and higher production volumes, which could help improve gross margins over time.
Second-quarter operating expenses also surged 114% year over year to $21.8 million, mainly due to higher personnel and payroll costs for research and development, increased sales and marketing spending, and about $7.3 million in acquisition-related transaction expenses.
QCi used approximately $180 million in cash, including transaction expenses, to acquire Luminar Semiconductor, NuCrypt and NHanced Semiconductors during the first half of 2026. These deals not only expanded QCi’s technology and manufacturing capabilities but also introduced integration and execution risks. Increasing production volumes, converting backlog into revenues and controlling expenses will therefore be critical to the company’s path toward profitability.
Peer UpdateD-Wave Quantum (QBTS - Free Report) revenues remain uneven because large system contracts still shape reported results, even as recurring commercial usage is improving underneath. Second-quarter 2026 revenues remained essentially flat year over year, while first-half revenues declined to $5.93 million from $18.10 million in the prior-year period, primarily because the year-ago period benefited from a major system sale.
Expense intensity also remains high as D-Wave funds both near-term commercialization and a multi-year technology roadmap. Second-quarter 2026 operating expenses rose 93% year over year, while first-half operating cash outflow increased to $73.5 million from $34.6 million, reflecting a 112% jump.
Rigetti’s (RGTI - Free Report) revenue profile remains tied to the timing of system deliveries and milestone-based development work rather than recurring commercial usage. Revenues reached $5.1 million in the second quarter of 2026, up from $1.8 million a year earlier, driven mainly by sales of 9-qubit Novera systems and related products.
However, concentration remains high, with one customer accounting for 64% of second-quarter 2026 revenues and another for 16%. Rigetti continues to fund a large research and infrastructure program against a small revenue base. Operating expenses rose 48% year over year to $30.3 million, including a 53% increase in R&D to $20.7 million.
QUBT’s Share Price PerformanceOver the past year, QCi’s shares have plunged 47.9% compared with the industry’s 11.7% decline.
Image Source: Zacks Investment Research
QUBT’s Expensive ValuationQUBT currently trades at a forward 12-month price-to-sales (P/S) of 34.61X compared with the industry’s median of 4.09X.
Image Source: Zacks Investment Research
QUBT Stock Estimate TrendOver the past 30 days, QCi’s loss per share estimate for 2026 has moved south.
Image Source: Zacks Investment Research
QUBT currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Brinker International za poslední tři měsíce vzrostla o 69,4 % díky obratu Chili’s, kde srovnatelné tržby ve 4. čtvrtletí stouply o 6 % a návštěvnost o 1,5 %.
Firma čeká ve fiskálním roce 2027 upravený EPS 12,60 až 13,40 USD.
Key Takeaways Brinker International shares surged 69.4% in three months as Chili's turnaround gained traction.Chili's posted 6% comparable-sales growth, with traffic up 1.5% and menu launches driving momentum.Brinker expects fiscal 2027 EPS of $12.60-$13.40 as margins, reimages and new-unit growth support expansion. Brinker International, Inc. (EAT - Free Report) has delivered an impressive run, with shares advancing about 69.4% over the past three months. Over the same period, the industry and the S&P 500 have gained 1.3% and fallen 0.4%, respectively.
The sharp gain reflects improving fundamentals at its Chili’s business, where sustained traffic growth, successful menu launches and stronger restaurant economics have strengthened Brinker’s growth outlook. The company’s latest results suggest that the turnaround is gaining traction.
Notably, Brinker has outperformed peers such as Wingstop Inc. (WING - Free Report) , Shake Shack Inc. (SHAK - Free Report) and Domino's Pizza, Inc. (DPZ - Free Report) during this period.
Price Performance
Image Source: Zacks Investment Research
Chili’s Continues to Drive GrowthChili’s remains the centerpiece of Brinker’s investment story. The brand generated 6% comparable-sales growth in the fourth quarter, marking its 21st consecutive quarter of same-store sales growth. The result was particularly impressive, as Chili’s delivered another solid increase after posting a strong 24% comparable-sales gain in the year-ago quarter. Over the past three years, Chili’s comparable sales have grown roughly 50%.
Traffic is becoming an increasingly important component of that growth. Fourth-quarter comparable sales increased 5.6%, driven by 1.5% traffic growth and 4.3% pricing, with a 0.2% negative mix impact. Management also noted that sales and traffic accelerated significantly in July and August, offering an encouraging start to fiscal 2027.
Chili’s focus on value is helping the brand attract consumers across income groups. Management noted that the average per-person spend at Chili’s remains $3-$4 below competitors, reinforcing its value positioning and helping generate a cycle of higher traffic, sales growth, margin improvement and reinvestment.
Big Crispy Strengthens the BrandMenu innovation is another important growth driver. The Big Crispy Chicken Sandwich has significantly exceeded management’s initial expectations. Daily sales climbed from around 20 sandwiches per restaurant before its launch to 55 by the end of the fourth quarter, representing a 175% increase. Management said sales continued to build during the quarter.
The product joins other successful offerings, including the Big Smasher, Big QP and Triple Dipper, which have helped Chili’s attract new customers. Marketing initiatives such as Margarita of the Month and refreshed advertising campaigns are also helping maintain the brand’s visibility and relevance.
Improving Margins Could Support EarningsBrinker is also benefiting from better operating leverage. Fiscal 2026 revenues increased 7.9%, restaurant operating margin expanded 30 basis points and adjusted EPS advanced 20.6%. In the fourth quarter, revenues totaled $1.536 billion, while adjusted EPS rose 23% year over year to $3.07.
Restaurant operating margin improved to 18% from the prior year, aided by sales leverage. Labor costs were particularly favorable, improving 90 basis points year over year despite wage inflation and higher health-insurance costs.
Management expects further margin improvement as the business grows. Rather than simply maximizing near-term profitability, Brinker plans to reinvest in food, restaurant atmosphere and the overall guest experience. This approach could help sustain traffic gains and strengthen the brand over time.
Expansion Adds to the Long-Term OpportunityBrinker’s fiscal 2027 outlook also supports the bullish case. The company expects revenues of $6.15 billion to $6.27 billion and adjusted EPS of $12.60 to $13.40. Its assumptions include mid-single-digit comparable-sales growth and positive traffic at Chili’s for the remainder of the year. The outlook also includes the benefit of a 53rd operating week.
EAT is simultaneously investing in its restaurant base. After completing 11 Chili’s reimages in fiscal 2026, Brinker plans to complete another 60 to 80 in fiscal 2027. New-unit growth is expected to be modest initially but accelerate from fiscal 2028, with a stronger development pipeline already taking shape.
Brinker’s Bottom Line Continues to StrengthenBrinker’s earnings outlook remains encouraging, with estimates pointing to solid profit growth over the next two fiscal years. The company is expected to generate $13.01 in earnings per share in fiscal 2027, representing a 21.1% year-over-year increase. Earnings are projected to rise further in fiscal 2028, reaching $13.90 per share, up 6.8% from the prior-year level.
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The continued improvement in earnings reflects Brinker’s strong operating momentum, particularly at Chili’s, where healthy traffic, menu innovation and improved restaurant-level economics are supporting profitability. If the company maintains this momentum, sustained earnings growth could provide further support for EAT shares.
EAT Offers Attractive ValuationDespite its strong stock performance over the past three months, Brinker does not appear excessively valued relative to several restaurant peers. EAT currently trades at 17.32X forward 12-month earnings, which is below the industry average and suggests that the stock still offers a relatively reasonable valuation.
The valuation looks even more appealing when compared with several high-growth restaurant stocks. Wingstop, Shake Shack and Domino’s Pizza trade at forward P/E of 22.35X, 53.53X and 17.19X, respectively. While each company has its own growth profile, EAT’s lower valuation multiple, combined with its strong earnings outlook, could make the stock an attractive option for investors seeking a balance between growth and valuation.
EAT P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Does EAT Still Have Room to Run?Brinker’s rally appears to be supported by a meaningful improvement in its underlying business rather than short-term market enthusiasm alone. Chili’s continues to strengthen its competitive position through compelling value, successful menu innovation, rising traffic and a more engaging guest experience, while improving restaurant economics are translating into stronger profitability.
The company also has additional growth opportunities through restaurant reimaging, new-unit development and disciplined capital allocation. At the same time, the stock’s valuation remains relatively reasonable compared with several restaurant peers, making the risk-reward profile appealing. With earnings momentum, a strengthening core brand and multiple avenues for future growth, investors may consider adding EAT to their portfolios as Brinker’s turnaround story continues to mature.
The company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The U.S. Army just crossed a threshold it has never crossed before, and one battered defense stock is suddenly the center of a sector-wide scramble to figure out what comes next.
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A first-of-its-kind U.S. Army directed-energy production contract has reshaped the counter-drone trade Thursday morning, lifting AeroVironment, Inc. (NASDAQ:AVAV | AVAV Price Prediction) shares while smaller drone-defense names ride the read-across. The REX Drone ETF (NASDAQ:DRNZ) is up 1%, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.3%, signaling a sector-specific bid rather than a broad risk-on session.
AeroVironment stock is up 6% to $153.93 after the company landed a $464.8 million Enduring-High Energy Laser production contract from the U.S. Army. Also catching a bid on the counter-drone read-across, Unusual Machines (NYSEAMERICAN:UMAC) shares are up 1% to $23.89 without an award of their own. Red Cat Holdings (NASDAQ:RCAT) stock is climbing 3% to $8.57 as investors extend the theme to the smaller pure plays in the group.
The broader directed-energy and counter-UAS cluster is participating too, with Ondas Inc. (NASDAQ:ONDS) and Kratos Defense & Security Solutions (NASDAQ:KTOS) both ticking higher alongside the featured movers. That group has spent much of the year as a defense-sector laggard, making Thursday’s coordinated bid notable.
First Production Award for Directed Energy AeroVironment disclosed a $464.8 million award from the U.S. Army Portfolio Acquisition Executive for Fires, funding delivery of dozens of LOCUST X3 laser weapon systems under the Enduring-High Energy Laser program. It’s the first production contract for directed energy in U.S. history, moving laser weapons from prototype work into fielded units built to defeat group 1 through 3 unmanned aircraft threats.
The LOCUST X3 is a 30-kilowatt platform-agnostic system built to integrate with the Army’s Joint Light Tactical Vehicle, with palletized configurations and Infantry Squad Vehicle integration under evaluation, according to AeroVironment, Inc.. AeroVironment is supporting the production ramp with a $30 million expansion of its Albuquerque, New Mexico facility announced in March, according to AeroVironment, Inc..
On the fiscal fourth-quarter call, management previewed Enduring High Energy Lasers as “about a half a billion dollar program in size total,” so Thursday’s award sits near the top of that framing. AeroVironment also flagged that the FAA cleared directed-energy systems like LOCUST for domestic airspace earlier this year, widening the pool of protectable assets beyond overseas theaters.
AeroVironment CEO Wahid Nawabi called the deal “a defining moment not only for AV, but for the future of modern defense.” Directed Energy Systems Vice President John Garrity added that “E-HEL is not a future capability, it is a production-ready system, built on proven technology, and designed to meet the demands of today’s fight while scaling for tomorrow’s threats.”
Counter-Drone Peers Catch the Read-Across Unusual Machines and Red Cat had no matching award, so their moves reflect sector sentiment rather than a company-specific catalyst. Both names benefit from the same NDAA-compliance and counter-UAS demand story that has driven their sharp revenue ramps this year, and both carry meaningful cash cushions relative to market cap.
Ondas fits the same directed-energy and counter-drone cluster through its Sentrycs and Iron Drone brands, along with a Mistral unit that participates in a U.S. Army loitering munitions program. Kratos offers a bigger-cap read on the theme, and management flagged its own $160 million directed-energy counter-UAS award during the second-quarter call in August.
Uneven Scoreboard Through Wednesday’s Close The scoreboard heading into Thursday told very different stories across the featured group. AeroVironment stock was down 40% year to date (YTD) through Wednesday’s close, turning today’s bounce into a news-driven rally against a broken chart rather than the continuation of a trend that was already running higher.
Unusual Machines stock was up 85% YTD, the clear outlier and proof that the same counter-drone theme has paid very differently depending on the name. Red Cat stock was up 5% YTD, close to flat and giving today’s bid a little more room to run before it meets meaningful technical resistance.
The broader cluster tells a similarly split story. Ondas stock was down 22% YTD, and Kratos stock was down 37% YTD, leaving the counter-drone theme with plenty of room to catch up if additional production awards follow.
What to Watch Next The unresolved question for AeroVironment is whether a first-of-its-kind production award changes the trend or simply interrupts a rough year. LOCUST X3 deliveries stretch across multiple years, so the impact on financial results filters in gradually rather than in a single quarter, and management has already flagged that fiscal 2027 revenue is weighted toward the back half.
For AeroVironment’s counter-drone peers, the read-across only holds if additional Army and Navy counter-UAS awards follow through the fall. Investors sizing their exposure to this cluster should consider modest positions given the year-to-date volatility already visible above and the tendency of contract-driven moves to fade once the initial headline is digested.
Contact [email protected] for any questions or corrections.
NANO Nuclear posunula vývoj primárního heliového cirkulátoru pro KRONOS MMR do fáze detailního návrhu. Spolupráce se společností Howden, součástí Baker Hughes, je dalším milníkem směrem ke komerční připravenosti.
Engineering milestone marks continued progress in the maturation of the KRONOS MMR™ toward commercial readiness
New York, N.Y., Sept. 03, 2026 (GLOBE NEWSWIRE) -- NANO Nuclear Energy Inc. (NASDAQ: NNE) (“NANO Nuclear” or “the Company”), a leading advanced nuclear micro modular reactor and technology company focused on developing clean energy solutions, announced continued progress toward the development of the primary helium circulator for its proprietary KRONOS MMR™ Energy System under its engineering collaboration with Howden, a Baker Hughes Business.
The helium circulator is a critical mechanical subsystem within the KRONOS MMR™ Energy System, responsible for circulating helium coolant throughout the reactor to efficiently transfer heat generated within the reactor core. As one of the principal components supporting reactor performance, the circulator plays an essential role in overall plant efficiency, thermal performance, and long-term operational reliability.
Working closely with NANO Nuclear's reactor engineering team, Howden, a provider of air and gas handling products that is now a part of Baker Hughes after its acquisition of Chart Industries, is leading the engineering design of the helium circulator, applying its expertise from decades of experience in helium turbomachinery and high-temperature gas-cooled reactor technology to develop a solution tailored to the performance requirements of the KRONOS MMR™ Energy System.
The progress from preliminary engineering into the detailed design phase marks an important engineering milestone. Building upon the reactor performance requirements established by NANO Nuclear, Howden has completed key engineering evaluations, developed detailed three-dimensional design models, performed supporting engineering analyses, and conducted formal design reviews with NANO Nuclear's engineering team. Collectively, these activities establish a mature technical foundation for the helium circulator subsystem and increase confidence in its performance, manufacturability, and integration within the broader KRONOS MMR™ Energy System. NANO Nuclear and Howden are continuing engineering activities, including component qualification, materials and performance testing, continued design optimization, and manufacturing planning.
Figure 1 - NANO Nuclear and Howden, a Baker Hughes Business, Advance Engineering Collaboration for the KRONOS MMR™ Primary Helium Circulator to Detailed Design Phase
This announcement follows recent progress related to NANO Nuclear’s collaboration with Fortil on the design of the Fuel Handling & Storage System, another essential subsystem within the KRONOS MMR™ Energy System architecture. The Fuel Handling & Storage System supports the safe handling, storage, and management of nuclear fuel throughout reactor operations. Collectively, these announcements support future subsystem standardization and reinforce the engineering foundation necessary for future deployments and long-term commercialization.
James Walker, Chief Executive Officer of NANO Nuclear Energy, said:" Progressing the primary helium circulator into detailed design represents another important milestone in the continued development of the KRONOS MMR™ Energy System. Advancement of the circulator design strengthens the technical foundation of the overall reactor program and demonstrates the disciplined engineering execution essential for successful commercialization. We continue to make steady progress across both engineering and regulatory activities as we advance the KRONOS program toward prototype construction, regulatory licensing and future deployment."
Jay Yu, Founder and Chairman of NANO Nuclear Energy, added: "NANO Nuclear's strategy is built upon developing advanced reactor technology through disciplined engineering execution and strategic collaborations with world-class supply chain partners. Our continued work with Howden reflects that commitment, bringing together complementary expertise to advance a critical reactor subsystem. Each engineering milestone strengthens the industrial ecosystem supporting KRONOS while further positioning the program for future first-of-a-kind deployment and long-term commercial success."
About NANO Nuclear Energy, Inc.
NANO Nuclear Energy Inc. (NASDAQ: NNE) is a North American advanced technology-driven nuclear energy company seeking to become a commercially focused, diversified, and vertically integrated company across five business lines: (i) cutting edge portable and other microreactor technologies, (ii) nuclear fuel supply chain, (iii) nuclear fuel transportation, (iv) nuclear applications for space and (v) nuclear industry consulting services.
Led by a world-class nuclear engineering team, NANO Nuclear’s reactor products in development include the proprietary KRONOS MMR™ Energy System, a stationary high-temperature gas-cooled reactor that is in construction permit pre-application engagement U.S. Nuclear Regulatory Commission (NRC) in collaboration with University of Illinois Urbana-Champaign, “ZEUS”, a portable solid core battery reactor, and the space focused, portable LOKI MMR™, each representing advanced developments in clean energy solutions that are portable, on-demand capable, advanced nuclear microreactors.
Advanced Fuel Transportation Inc. (AFT), a NANO Nuclear subsidiary, bolstered by the May 2026 acquisition of Secured Transportation Services (STS), is led by former executives from the largest transportation company in the world and provides nuclear engineering and materials transport services in the U.S. and globally. Through NANO Nuclear, AFT is the exclusive licensee of a patented high-capacity HALEU fuel transportation basket developed by three major U.S. national nuclear laboratories and funded by the Department of Energy.
HALEU Energy Fuel Inc. (HEF), a NANO Nuclear subsidiary, is focusing on the future development of a domestic source for a High-Assay, Low-Enriched Uranium (HALEU) fuel fabrication pipeline for NANO Nuclear’s own microreactors as well as the broader advanced nuclear reactor industry.
NANO Nuclear Space Inc. (NNS), a NANO Nuclear subsidiary, is exploring the potential commercial applications of NANO Nuclear’s developing micronuclear reactor technology in space. NNS is focusing on applications such as the LOKI MMR™ system and other power systems for extraterrestrial projects and human sustaining environments, and potentially propulsion technology for long haul space missions. NNS’ initial focus will be on cis-lunar applications, referring to uses in the space region extending from Earth to the area surrounding the Moon's surface.
For more corporate information please visit: https://NanoNuclearEnergy.com/
For further NANO Nuclear information, please contact:
Email: [email protected]
Business Tel: (212) 634-9206
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This news release and statements of NANO Nuclear’s management and collaborators in connection with this news release contain or may contain “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements mean statements related to future events, which may impact our expected future business and financial performance, and often contain words such as “expects”, “anticipates”, “intends”, “explore,” “plans”, “aim,” “goal,” “believes”, “potential”, “will”, “should”, “could”, “would” or “may” or derivations of these words and other words of similar meaning about the future. In this press release, forward-looking statements include those relating to the Company’s future development and commercial plans and goals for the helium circulator subsystem described herein and the KRONOS MMR™ Energy System generally. These and other forward-looking statements are based on information available to us as of the date of this news release and represent management's current views and assumptions. Forward-looking statements are not guarantees of future performance, events or results and involve significant known and unknown risks, uncertainties and other factors, which may be beyond our control. For NANO Nuclear, particular risks and uncertainties that could cause our actual future results to differ materially from those expressed in our forward-looking statements include but are not limited to the following: (i) risks related to our U.S. Department of Energy (“DOE”), U.S. Nuclear Regulatory Commission (“NRC”), Canadian Nuclear Safety Commission (“CNSC”) or related state or other U.S. or non-U.S nuclear licensing submissions, (ii) risks related the development of new or advanced technology and the acquisition of complementary technology or businesses, including difficulties with design and testing, cost overruns, regulatory delays, integration issues and the development of competitive technology, (iii) our ability to obtain and maintain key vendor, technology and customer contracts and the significant funding necessary to execute on our business plan, (iv) risks related to uncertainty regarding our ability to technologically develop and commercially deploy a competitive advanced nuclear reactor or other technology in the timelines we anticipate, if ever, (v) risks related to the impact of U.S. and non-U.S. government regulation, policies and licensing requirements, including by the DOE, and the NRC, including those associated with the recently enacted ADVANCE Act and the May 23, 2025 Executive Orders seeking to streamline nuclear regulation, and (vi) similar risks and uncertainties associated with the operating a developing business a highly regulated, competitive and rapidly evolving industry, including that our plans may change and we may use our cash on hand faster or in different ways than anticipated as our business requires. Readers are cautioned not to place undue reliance on these forward-looking statements, which apply only as of the date of this news release. These factors may not constitute all factors that could cause actual results to differ from those discussed in any forward-looking statement, and NANO Nuclear therefore encourages investors to review other factors that may affect future results in its filings with the SEC, which are available for review at www.sec.gov and at https://ir.nanonuclearenergy.com/financial-information/sec-filings. Accordingly, forward-looking statements should not be relied upon as a predictor of actual results. We do not undertake to update our forward-looking statements to reflect events or circumstances that may arise after the date of this news release, except as required by law.
NANO Nuclear Energy Inc.
NANO Nuclear Energy Inc. NANO Nuclear and Howden, a Baker Hughes Business, Advance Engineering Collaboration for the KRONOS M...
Meta uzavřela dohodu v žalobě kvůli bezpečnosti dětí ve výši až 17 miliard USD a zavede výrazná omezení pro teenagery v aplikacích. Patří mezi ně dvouhodinový denní limit, blokace mezi půlnocí a 6:00 a vypnutí notifikací ve školních hodinách.
Meta's landmark settlement in its child safety trial will precipitate the most significant change to its social media platforms for teen users ever.
The social media giant's settlement with more than 40 states plus the District of Columbia and multiple territories, includes up to $17 billion in payments over 10 years, changes to the apps for teens and stricter age assurances.
"It's the highest amount of money ever paid in a case like this," California Attorney General Rob Bonta, who led the trial, told CNBC in an interview after the settlement. "And $17 billion can do a lot of good to prevent and remediate mental health harms for kids."
Perhaps even more meaningful for Meta, which generated $201 billion in revenue last year, it must implement a range of product changes for users ages 13-17.
The list includes a two-hour default limit for time spent on its app, blocking the apps between midnight and 6 a.m., and muting notifications during school hours. Teen users will also have likes hidden, cosmetic filters disabled, and the option to control autoplay of videos as well as the ability to opt for a non-algorithmic feed.
Meta said it'll roll out many of the default protections in the next six months, but it will take up to a year to introduce age assurances — stricter age verification requirements to keep kids off its platforms and accurately identify teens who have lied about their age.
To address this complex problem, Meta is building a new prediction model to determine users who are under 13 or in the range of 13-17 by pulling in data like who they're connected to, who they follow and who their followers are, as well as the likes of happy birthday greetings.
Age verification — especially without facial recognition, which Meta doesn't use — is notoriously tough. The challenge has prompted a debate between Meta and app store owners Apple and Google about which entity should be responsible. Meta has also been working on age-gating technology in Australia to comply with laws banning social media for kids under age 16, but teens are finding workarounds.
After years of denying that its products negatively impacted kids, Meta's now trying to be a leader in a wave of changes, and is calling on rivals YouTube and Snap to join them.
Meta will pay $5.3 billion of its $17 billion settlement only if TikTok and YouTube agree to pay the same, and also set default limits of an hour on their apps, which Meta said it would then adopt. TikTok and YouTube have not responded to Meta or to CNBC's request for comment.
Not everyone is satisfied with this $17 billion settlement, which is just a fraction of the $200 billion that the state AGs were originally pursuing.
Florida Attorney General James Uthmeier, who did not participate in the settlement and is pursuing separate litigation against Meta, told CNBC he was frustrated with the five-year commitment Meta made for some features and 10 years for others.
"Child protection is not a short-term, temporary goal. They violated Florida law, and our law is not temporary, it's permanent. These changes need to be permanent," Uthmeier said.
Meta still faces other lawsuits, as do other social media companies, but questions remain about how much the teen changes will affect its bottom line.
Meta has said that teens generate less than 1% of its revenue and eMarketer reports that teens spend less time on Instagram and Facebook than they do on TikTok and YouTube. But the added restrictions could drive teen users of Instagram and Facebook to other platforms without restrictions, impacting Meta's appeal to these teens once they grow into adults, who are far more valuable in terms of ad revenue.
"Kids are extremely valuable to Meta," said Kelly Stonelake, a former Meta director who is now a child safety advocate. "It's actually pretty devastating to Meta's current strategy to limit the kind of hooks that they can put into young people."
Watch the video to find out how Meta will pull off massive changes to its platforms.
Tesla má po smíšených výsledcích silný býčí i medvědí příběh: tržby ve 2. čtvrtletí vzrostly meziročně o 25,5 % na 28,24 miliardy USD, ale provozní marže spadla na 1,4 % a volný peněžní tok byl záporný.
Tesla's bull case and bear case are both stronger than usual right now, and that tension is exactly what makes the stock so difficult to read at current levels.
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Tesla (NASDAQ:TSLA | TSLA Price Prediction) trades at $357.01, and the split reaction after the stock touched $355 shows why the setup is unusually balanced. The bull case and the bear case are both stronger than usual right now, which is a signal to slow down rather than press.
Tesla still sells more electric vehicles than any Western rival, but the story reflected in the stock is no longer just cars. It is robotaxi expansion into seven US markets, an Optimus ramp management calls potentially the biggest product it has ever built, an in-house semiconductor fab, and roughly 1.5 million paid FSD customers globally.
The stock has round-tripped from a Q4 2025 filing high near $439 to today, and consensus estimates are getting cut. That is the tension.
AI Optionality and Record Deliveries Anchor the Bull Case Bulls have real numbers to point to. Q2 2026 revenue rose 25.5% year over year to $28.24 billion, deliveries hit a record 480,126 vehicles, and management said Tesla exited the quarter with its largest order backlog since 2023.
Energy storage deployments jumped 53% sequentially to 13.5 gigawatt hours, feeding directly into data center power demand. The robotaxi fleet has logged more than 380,000 unsupervised miles with what management describes as zero notable incidents. The balance sheet holds roughly $43.5 billion in cash, giving Tesla runway to fund the Optimus, CyberCab, and semiconductor buildouts without stress.
Margin Collapse and a 371 P/E Frame the Bear Case The bear case starts with the multiple. Tesla trades at roughly 371 times earnings while Q2 operating margin compressed to 1.4%, non-GAAP EPS of $0.33 missed the $0.54 consensus by nearly 39%, and free cash flow flipped to negative $1.09 billion.
Analyst estimates are moving the wrong way. The 2026 EPS consensus has fallen to $1.77 from $2.13 just 30 days ago, and downward revisions outnumbered upward ones 18 to 7. Barron’s headlines this week flagged that Tesla’s robotaxi fleet lags far behind Waymo and questioned Cybercab hype, exactly the narratives Tesla’s premium depends on.
Waiting for Execution to Catch Up With Ambition The wait-and-see case is the clearer read. Capex is on track to exceed $25 billion for the year, and management said heavy spending will continue for two or three years. That is a long window before Optimus, CyberCab, and the Austin fab either justify the multiple or force a rerating.
Automotive margins ex-credits slid from 19.2% to 16.3% sequentially, yet Q1 already showed the model can snap back when tariff and warranty timing normalize. Neither side has the last word yet.
What the Numbers Actually Say Tesla currently trades at $357.01 against an analyst target of $390.09, implying roughly 9.3% upside. Coverage is deep: 6 strong buys, 16 buys, 19 holds, 3 sells, and 2 strong sells. Targets are one data point among many, and the estimate range for 2027 EPS runs from $0.80 to $3.65.
Shares are up 10.85% over the past month and 8.4% over the past year, but down 20.62% year to date. The S&P 500 is up 12.21% year to date and 19.51% over one year. Tesla is underperforming the broader market badly in 2026.
Why the Setup Looks Balanced at $357 At $357, the risk/reward looks balanced. Here is why.
The stock sits within a few percent of fair value on our modeled base case of $373.67, and the bull and bear paths ($457 vs $341) bracket the current price too tightly to justify aggressive positioning either way. Estimate cuts are still landing, capex is climbing, and margins have not stabilized.
What would strengthen the bull thesis: robotaxi miles compounding, FSD attach rate breaking above 60% in North America from the current 55%, and automotive gross margin ex-credits rebuilding above 19%. What would strengthen the bear thesis: a third consecutive EPS miss, capex overshooting $30 billion without revenue follow-through, or a robotaxi safety incident.
The cost of patience is small relative to the cost of picking wrong before the Q3 earnings report. Tesla is a story stock in a show-me quarter, and the next earnings report is likely to settle the argument.
Contact [email protected] for any questions or corrections.
Coca-Cola zvýšila čtvrtletní dividendu na 0,53 USD na akcii a prodloužila sérii každoročních zvýšení na více než šest desetiletí. Zpětný dividendový výnos je ale jen asi 2,32 %.
Coca-Cola just extended a dividend streak that spans six decades, but a surging stock price and a tight payout ratio raise real questions about whether this legendary income name still delivers for buyers entering today.
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Coca-Cola (NYSE:KO | KO Price Prediction) just sent another check to shareholders. The board declared a $0.53 per share quarterly dividend with an ex-date of September 15, 2026 and a payment date of October 1, 2026. That extends one of the longest dividend-growth records on the market. It also raises a fair question: does a legendary streak translate into a great dividend today? Here is how the payout scores on five measures.
1. Growth Streak: A+ Coca-Cola paid $8.8 billion in dividends during 2025 and, on the company’s own math, extended its consecutive annual increase streak past six decades. The quarterly rate has climbed from $0.41 in 2020 to $0.53 in 2026. Few Dividend Kings can match that consistency.
2. Current Yield: C+ The trailing yield sits at roughly 2.32%, based on a $2.08 trailing payout and a share price of $88.85. That is above the S&P 500 average, but it is a byproduct of price appreciation working against income buyers. KO is up 27.57% year to date and 31.19% over the last year. New money buys less yield than it did in December.
3. Recent Growth Rate: B The 2025 to 2026 hike, from $0.51 to $0.53, is a step down from the double-digit raises Coca-Cola delivered decades ago. It is roughly in line with the pace since 2020 and consistent with management’s comparable EPS growth guidance of 9 to 10% for 2026. Reliable, not thrilling.
4. Payout Ratio: B- 2025 EPS came in at $3, against a forward annualized dividend of $2.12 per share. That is a payout ratio in the high 60s. Management can support it, but the cushion is thinner than income investors sometimes assume, and it leaves less room for buybacks even with a $5.2 billion repurchase authorization outstanding.
5. Cash Flow Coverage: B 2025 operating cash flow was $7.408 billion against capital expenditures of $2.112 billion and dividends of $8.779 billion. Free cash flow did not fully cover the payout last year. The 2026 outlook improves the math sharply: management guides to free cash flow of roughly $12.4 billion, and CFO John Murphy noted net debt leverage of 1.4 times EBITDA, below the 2 to 2.5 times target range. First-half free cash flow was approximately $6.9 billion, tracking that guide.
Final Grade: B+ The streak is untouchable, the balance sheet supports it, and the 2026 cash flow ramp resolves last year’s coverage gap. What KO does not offer is a high starting yield or fast growth. Investors weighing whether a 60-year raiser still earns a spot in the income sleeve can compare it against the rest of the club in our free Dividend Kings report, which ranks ten of them by valuation right now. Watch the pending 11th Circuit IRS decision and the CCBA divestiture closing, either of which could shift capital allocation ahead of the next dividend declaration.
Contact [email protected] for any questions or corrections.
Chris Lange
Chris Lange is a writer for 24/7 Wall St., based in Houston. He has covered financial markets over the past decade with an emphasis on healthcare, tech, and IPOs. During this time, he has published thousands of articles with insightful analysis across these complex fields. Currently, Lange's focus is on military and geopolitical topics. Lange's work has been quoted or mentioned in Forbes, The New York Times, Business Insider, USA Today, MSN, Yahoo, The Verge, Vice, The Intelligencer, Quartz, Nasdaq, The Motley Fool, Fox Business, International Business Times, The Street, Seeking Alpha, Barron’s, Benzinga, and many other major publications. A graduate of Southwestern University in Georgetown, Texas, Lange majored in business with a particular focus on investments. He has previous experience in the banking industry and startups.
Shareholders on record as of September 4, 2026, will receive $0.22 per share in quarterly Google (NASDAQ: GOOGL) dividend on September 14, 2026.
Paid on each of the company’s Class A, Class B, and Class C shares, the next dividend represents no change from the previous one, issued on June 15.
Thus, 100 GOOGL shares will net investors exactly $22 in quarterly Google stock dividends next week. As the first quarter payout was lower, at $0.21, the same investment will yield $87 in dividends over the course of the year.
Alphabet dividend schedule. Source: Dividend.com With $0.22 per share in dividends and one share costing $337.12 at press time, September 3, investors will need to own about 114 shares to earn approximately $100 in dividends this month. At the current price, such an investment would cost $38,426.88.
Google stock dividend strategy The company paid its first dividend in June 2024, initially setting the quarterly payout at $0.2 per share. The company increased the dividend by 5% to $0.21 per share in 2025, followed by another 5% increase to $0.22 in April 2026.
Right now, across approximately 12.2 billion shares outstanding, management is looking at roughly $10.8 billion in annual dividend payments. At first glance, that may seem significant, but in June, Alphabet raised nearly $50 billion by selling new securities in just one week. What’s more, it announced an $80 billion equity raise on June 1 to help finance its massive artificial intelligence (AI) expansion.
Even so, income isn’t the primary reason investors own Alphabet. After all, at a yield of roughly 0.25%, the dividend is far too small to make the stock attractive as an income investment. What’s more, Google now has a much more expensive dividend obligation ahead of its common stock dividend.
The mandatory convertible preferred shares issued in June carry a 6.25% annual dividend. That amounts to approximately $1.2 billion per year until the preferred shares convert into common stock by May 2029.
Therefore, the quarterly Google dividend isn’t meaningful because of the income it provides, but rather as an important signal of Alphabet’s evolving capital strategy.
Featured image via Shutterstock
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Zoox rozšířil komerční robotaxi službu v Las Vegas o jízdy na letiště Harry Reid International Airport. Jde o jediný robotaxi provoz na letišti v Las Vegas.
Zoox isn’t wasting any time now that it’s allowed to operate and charge for rides in its custom-built robotaxi.
The company has extended its commercial robotaxi service in Las Vegas to include rides to and from Harry Reid International Airport. Customers will be able to hail rides to the airport beginning Thursday, according to Zoox. The expansion, which unlocks a critical ride-hailing destination, builds on a series of recent wins for the Amazon-owned autonomous vehicle technology company.
Silicon Valley-based Zoox spent more than a decade developing its self-driving system and custom robotaxi that lacks traditional controls like a steering wheel and pedals. While it has made progress, even providing rides to customers in Las Vegas for a year, it wasn’t able to operate as a true commercial robotaxi service.
That changed in August after federal safety regulators gave Zoox a temporary exemption from certain motor vehicle safety standards. The commercial exemption, which lasts two years and allows Zoox to deploy up to 2,500 vehicles, spans eight federal motor vehicle standards, including windshield defrosting and light vehicle braking systems.
The exemption has kicked Zoox’s business expansion into drive. The company started charging for rides on August 10, said it would begin testing its self-driving vehicles in San Diego and Houston, and released its safety framework — all actions that point to a company ramping up operations.
Image Credits:Zoox / The company’s expansion to the Las Vegas airport appears to give it a bit of an edge over traditional ride-hailing companies Uber and Lyft, at least when it comes to grabbing a ride from the airport into the city. According to Zoox, its robotaxi will pick up and drop off riders at both airport terminals near baggage claim. While Uber and Lyft can drop passengers off at the curb at the terminal, the pick up location is about a five- to ten-minute walk from baggage claim on the upper floor of a nearby parking garage.
Zoox is the only robotaxi company operating a service to the Las Vegas airport, but more competition is coming.
The city has served as a testing ground for several autonomous vehicle companies over the years, and is now expected to be teeming with commercial robotaxi operators in the next year. Tesla, Uber and Waymo all received permits last month from the Nevada Transportation Authority to operate commercial robotaxi services in Clark County, home to Las Vegas. Uber plans to operate robotaxis through partnerships with Hyundai subsidiary Motional, and Zoox.
Together, these permits would allow the deployment of up to 8,000 robotaxis across the county over the next 12 months.
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Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.
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Microsoft ve 4. fiskálním čtvrtletí 2026 zvýšil cloudové tržby meziročně o 27 % a objem nevyřízených zakázek vzrostl o 84 % na 678 miliard USD. Azure zároveň překonal 100 miliard USD v ročních opakovaných tržbách.
Microsoft (MSFT -0.84%) continues to deliver exceptional quarterly results, with cloud computing playing a major role. Not only was cloud revenue up by 27% year over year in its fiscal 2026 fourth quarter, but that growth came along with sales backlog growth of 84% year-over-year to $678 billion.
It also came during a period when Microsoft Azure topped $100 billion in annual recurring revenue. All of these details create the narrative of a growing business, and for investors considering buying now, Microsoft's forward P/E ratio of 25 is the icing on the cake.
Image source: Getty Images.
High cloud revenue visibility makes future growth more predictable Microsoft has been consistently delivering double-digit percentage revenue growth rates for many years. It has grown its top line at a compound annual rate of 14.6% over the past decade, and that compound annual growth rate (CAGR) accelerated to 16.1% over the past three years.
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Artificial intelligence tailwinds that have boosted the demand for enterprise cloud solutions are the major catalysts. Microsoft Cloud made up roughly two-thirds of total revenue. This segment is also growing faster than most of Microsoft's businesses, so its continued success should lift total revenue and net income growth rates.
Microsoft Cloud revenue also came to 8.7% of its commercial remaining performance obligations. The backlog is growing at a faster rate than realized revenue. Eventually, all of that backlog will be realized as sales, which makes the stock's forward P/E ratio of 25 quite compelling.
AI-fueled cloud growth is a multiyear trend The shift isn't just happening at Microsoft. Amazon's (AMZN +0.02%) cloud platform saw its highest revenue growth rate in more than four years, while Alphabet (GOOG +0.53%) (GOOGL +0.63%) reported 82% year-over-year growth in Google Cloud revenue in the second quarter.
Cloud computing is becoming more important because it is the digital backbone of so many AI platforms and services. Grand View Research projects a 30.6% CAGR for the artificial intelligence industry through 2033, and all of that growth will require more complex cloud computing plans and storage. It's one of the main reasons why hyperscalers are scrambling to accumulate as much compute capacity as possible. They'll need more infrastructure to keep up with demand.
Although Microsoft has made many of its early investors wealthy, the stock has largely missed out on AI-driven momentum in 2026. It's only up by roughly 3% this year despite revenue and net income growth rates comfortably exceeding that return. These types of mismatches do not last forever, and a low valuation combined with strong fundamentals may serve as an open invitation for patient investors.
Marc Guberti has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, and Microsoft. The Motley Fool has a disclosure policy.
AMD ve 2. čtvrtletí zvýšila tržby datového centra o 107 % na 6,72 miliardy USD a získala další podíl na trhu x86 serverů. Zároveň oznámila zakázky na až dvě gigawatty GPU řady MI450 v rámci Helios od Anthropic a Microsoftu, přičemž první gigawatt má začít v 1. polovině roku 2027.
AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap between their margin stories reveals which x86 giant…
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Advanced Micro Devices (NASDAQ: AMD | AMD Price Prediction) and Intel (NASDAQ: INTC) both reported second-quarter results that show a widening gap in the data center. AMD posted 107% year-over-year Data Center growth, while Intel notched its strongest revenue growth in more than fifteen years. The story underneath the numbers is a real x86 share shift.
EPYC Keeps Winning Sockets. Xeon Keeps Playing Catch-Up. AMD’s quarter was carried by servers and accelerators. Data Center revenue hit $6.72 billion, or 58% of total revenue, up from 42% a year ago. Lisa Su told investors AMD delivered its fifth consecutive quarter of record server CPU revenue and “gained x86 server revenue share year-over-year.” Cloud and enterprise EPYC sales each grew more than 70% year-over-year, with more than 230 5th Gen EPYC platforms now shipping from HPE, Dell, Lenovo, and Supermicro.
Intel’s DCAI segment was healthy too, at $6.26 billion, up 59%. But CEO Lip-Bu Tan admitted “some area we are still behind,” pointing to future parts like Coral Rapid to close the gap. Capacity, rather than demand, is Intel’s ceiling right now.
Fabless Flexibility vs. a $2.1 Billion Foundry Bill The margin picture tells you why AMD trades where it does. Non-GAAP gross margin came in at 56%, versus Intel’s 41.8%. Intel Foundry generated $5.77 billion in revenue but lost $2.1 billion in the quarter. A $12.53 billion non-cash CHIPS Act escrow charge pushed Intel to a GAAP loss of $11.03 billion.
Lens AMD Intel Core Bet Instinct GPUs + EPYC servers Xeon 6 + Intel 18A foundry Q2 Revenue $11.54B $16.13B Key Vulnerability Gaming -31% Foundry losses, capex AMD Locks In the #2 AI Accelerator Slot With Marquee Wins AMD is clearly the second name in AI silicon, and the customer list is getting harder to ignore. Anthropic committed to up to two gigawatts of MI450 series GPUs in Helios, with the first gigawatt starting in the first half of 2027. Microsoft will deploy Helios “at scale on Azure”. Su claims Helios delivers “up to 30% more tokens per dollar than the competition.” Every gigawatt of accelerators also needs power, cooling, and networking behind it, which is why we pulled seven non-chipmaker suppliers into a free AI infrastructure report. AMD guided Q3 revenue to roughly $13 billion, or about 41% growth.
What I Am Watching Into 2027 Intel’s ramp on 18A and 14A matters. Tan says 14A risk production for internal products in the second half of 2027. If that slips, AMD’s runway widens. I will keep an eye on whether AMD’s server revenue grows “more than 80% year-over-year in the second half of 2026” as guided.
Why I Lean AMD With Eyes Open to Intel’s Upside Personally, AMD is the cleaner story for me right now. The share gain in x86 servers is real, the Instinct roadmap has anchor customers writing gigawatt checks, and margins do not carry a foundry albatross. That said, AMD is up 181.58% over the past year, and Intel is up 271.95% as the turnaround narrative takes hold. If you believe Tan can fix the foundry, Intel has more asymmetric upside. If you want the operator executing today, AMD is quietly walking off with Intel’s lunch tray.
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Nvidia se dohodla na koupi open-source AI platformy Hugging Face za 12,9 miliardy USD. Transakce má rozšířit její působení dál za hardware a posílit AI infrastrukturu.
Nvidia has officially agreed to buy open-source artificial intelligence platform Hugging Face for $12.9 billion, as the chipmaker moves beyond hardware and further up the AI stack.
With the deal, which has been expected since The Information reported on it last week, Hugging Face will "remain an open platform for the entire AI ecosystem," Nvidia CEO Jensen Huang wrote in a blog post on Thursday.
"Together, we will scale Hugging Face's platform, strengthen its infrastructure and expand access to AI for developers and institutions worldwide," Huang wrote.
Hugging Face CEO Clément Delangue told CNBC on Thursday that the company approached Huang over the summer about a deal, "and a few weeks later, here we are."
"During the summer, I think we realized that Hugging Face and open source AI in general was at the turning point, and that it needed more, more resources, more scale, more visibility," he told CNBC's Becky Quick on "Squawk Box."
Delangue said he approached first because Nvidia was "a perfect home" for his company, adding that discussions went quite fast to get a deal done.
Read more CNBC tech newsApple enters John Ternus era as AI challenges and memory crunch intensifyGoPro joins AI bonanza with pivot into data centers as shares skyrocket 40%AI data center play SB Energy, which is backed by Softbank and Nvidia, files for IPOWaymo and Zoox expand into more U.S. markets as robotaxi race heats upThe acquisition marks Nvidia's second biggest on record, following the $20 billion purchase of assets from chipmaker Groq in December. Prior to that, its largest deal was the purchase of Israeli chipmaker Mellanox for almost $7 billion in 2019.
Nvidia has become the world's most valuable company due to the insatiable demand for its graphics processing units, which have powered the generative AI boom. Hugging Face marks a big bet on a popular AI platform, as Nvidia continues to show that it's more than just a chip company.
Hugging Face was recently at the center of a hacking incident that raised concerns about the rapid evolution of powerful AI and cybersecurity tools.
Delangue, a proponent of open-source models, blamed engineering mistakes for the recent attack on Hugging Face and said his company used an Nvidia version of a Chinese open model to resolve it.
Clement told CNBC on Thursday that the breach proved the importance of open models and the need for his company to "double down" on the proliferation of open source AI.
Huang said that the open source environment can give defenders an "asymmetric advantage" over attackers.
"When I say asymmetric capability, there are way more people who are protecting than there are people who are attacking," he explained. "And so, the benefit of having the community come together with open models, so that they can collaborate all transparently with each other, gives the defenders an asymmetric advantage."
Beacon Pointe Advisors LLC ve 2. čtvrtletí nově koupila 139 098 akcií společnosti Home Depot za zhruba 49,1 mil. USD. Home Depot zároveň oznámila čtvrtletní dividendu ve výši 2,33 USD na akcii.
Beacon Pointe Advisors LLC acquired a new stake in The Home Depot, Inc. (NYSE:HD – Free Report) during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 139,098 shares of the home improvement retailer’s stock, valued at approximately $49,057,000.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in HD. Advocate Investing Services LLC acquired a new position in Home Depot in the 4th quarter worth about $25,000. Zeit Capital LLC acquired a new position in Home Depot in the second quarter worth approximately $26,000. Parvin Asset Management LLC raised its position in Home Depot by 110.0% during the third quarter. Parvin Asset Management LLC now owns 63 shares of the home improvement retailer’s stock valued at $26,000 after acquiring an additional 33 shares in the last quarter. Cache Advisors LLC bought a new stake in Home Depot in the first quarter worth approximately $27,000. Finally, Merkkuri Wealth Advisors LLC bought a new stake in Home Depot in the first quarter worth approximately $28,000. Hedge funds and other institutional investors own 70.86% of the company’s stock.
Trending Headlines about Home Depot Here are the key news stories impacting Home Depot this week:
Positive Sentiment: Home Depot’s AI-powered Magic Apron tools are now available across U.S. stores, providing localized product search and project assistance. The technology could improve customer engagement and support the company’s professional-customer growth strategy. Home Depot Could Be 15% Undervalued On Its Pro Growth Narrative Positive Sentiment: Zacks Research modestly raised its fiscal 2027 EPS forecast for HD to $15.03 from $14.95, while analysts continue to project earnings growth through fiscal 2029. The company also recently exceeded quarterly EPS and revenue expectations, offering some fundamental support. Home Depot Faces Weak DIY Demand Positive Sentiment: A regional competitor, Earl May, reportedly plans to close roughly one-quarter of its stores. While the impact is likely limited, store closures could reduce competition in some local markets. Earl May Closing Stores Analysts Set New Price Targets HD has been the topic of several analyst reports. Jefferies Financial Group restated a “buy” rating and set a $398.00 price target on shares of Home Depot in a research note on Tuesday, August 18th. BNP Paribas Exane cut their target price on Home Depot from $348.00 to $325.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Citigroup decreased their target price on Home Depot from $450.00 to $400.00 and set a “buy” rating for the company in a research report on Tuesday, May 12th. Stifel Nicolaus lifted their target price on shares of Home Depot from $320.00 to $340.00 and gave the stock a “hold” rating in a report on Monday, August 17th. Finally, TD Cowen reissued a “buy” rating on shares of Home Depot in a research report on Monday, August 10th. Eighteen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $375.54. Check Out Our Latest Research Report on HD
Home Depot Price Performance Home Depot stock opened at $318.63 on Thursday. The company has a debt-to-equity ratio of 2.64, a current ratio of 1.08 and a quick ratio of 0.31. The business has a 50 day simple moving average of $340.43 and a 200 day simple moving average of $337.03. The Home Depot, Inc. has a one year low of $289.10 and a one year high of $426.75. The company has a market capitalization of $317.89 billion, a PE ratio of 22.30, a price-to-earnings-growth ratio of 3.52 and a beta of 0.95.
Home Depot (NYSE:HD – Get Free Report) last issued its quarterly earnings data on Tuesday, August 18th. The home improvement retailer reported $4.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.73 by $0.19. Home Depot had a return on equity of 106.42% and a net margin of 8.41%.The company had revenue of $47.86 billion during the quarter, compared to analysts’ expectations of $47.24 billion. During the same period last year, the business earned $4.68 earnings per share. The business’s revenue was up 5.7% on a year-over-year basis. Home Depot has set its FY 2026 guidance at 14.690-15.278 EPS. On average, sell-side analysts forecast that The Home Depot, Inc. will post 15 EPS for the current fiscal year.
Home Depot Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Thursday, September 3rd will be paid a dividend of $2.33 per share. This represents a $9.32 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Thursday, September 3rd. Home Depot’s dividend payout ratio is currently 65.22%.
Insiders Place Their Bets In other news, EVP Teresa Wynn Roseborough sold 2,455 shares of the business’s stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $328.77, for a total value of $807,130.35. Following the transaction, the executive vice president directly owned 14,061 shares of the company’s stock, valued at $4,622,834.97. The trade was a 14.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Michael F. Rowe sold 710 shares of the business’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $336.76, for a total value of $239,099.60. Following the completion of the transaction, the executive vice president directly owned 6,838 shares in the company, valued at $2,302,764.88. The trade was a 9.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 9,154 shares of company stock valued at $3,132,798. 0.08% of the stock is currently owned by insiders.
Home Depot Company Profile (Free Report)
The Home Depot, Inc (NYSE: HD) is a leading home improvement retailer that operates large-format stores and an integrated online platform offering a broad range of products and services for do-it-yourself consumers, professional contractors and businesses. The company was founded in 1978 by Bernard Marcus and Arthur Blank and is headquartered in Atlanta, Georgia. Since opening its first stores at the end of the 1970s, Home Depot has grown into a multinational retailer known for its orange-branded stores and wide assortment of home improvement merchandise.
Home Depot’s core business includes the sale of building materials, lumber, tools, hardware, appliances, paint, plumbing and electrical supplies, lawn and garden products, and home décor.
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Citizens Financial Group Inc. RI purchased a new stake in International Business Machines Corporation (NYSE:IBM – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 57,229 shares of the technology company’s stock, valued at approximately $16,093,000.
Several other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC boosted its position in shares of International Business Machines by 12.4% during the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after acquiring an additional 2,323 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after purchasing an additional 186 shares during the last quarter. Jump Financial LLC bought a new position in shares of International Business Machines during the second quarter valued at $211,000. Ieq Capital LLC raised its position in shares of International Business Machines by 2.2% during the second quarter. Ieq Capital LLC now owns 38,617 shares of the technology company’s stock worth $11,383,000 after acquiring an additional 843 shares during the last quarter. Finally, Vivaldi Capital Management LP lifted its position in shares of International Business Machines by 11.6% in the 2nd quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company’s stock worth $300,000 after purchasing an additional 106 shares during the period. Institutional investors own 58.96% of the company’s stock.
Wall Street Analyst Weigh In Several equities analysts have issued reports on the company. KeyCorp lowered International Business Machines to a “sector weight” rating in a research note on Tuesday, June 23rd. Roth Capital reiterated a “buy” rating on shares of International Business Machines in a report on Wednesday, June 3rd. BMO Capital Markets dropped their target price on shares of International Business Machines from $270.00 to $230.00 and set a “market perform” rating on the stock in a research report on Thursday, July 23rd. Needham & Company LLC began coverage on shares of International Business Machines in a report on Wednesday, June 3rd. They issued a “buy” rating on the stock. Finally, Sanford C. Bernstein reissued a “market perform” rating on shares of International Business Machines in a report on Thursday, July 16th. Sixteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, International Business Machines currently has an average rating of “Moderate Buy” and a consensus price target of $265.90.
Read Our Latest Analysis on IBM Insider Activity at International Business Machines In other news, SVP Robert David Thomas sold 25,000 shares of the stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the transaction, the senior vice president directly owned 47,800 shares in the company, valued at approximately $11,009,296. This represents a 34.34% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.27% of the company’s stock.
International Business Machines News Roundup Here are the key news stories impacting International Business Machines this week:
Positive Sentiment: IBM Ventures expands quantum-computing exposure: IBM Ventures invested in BQP, a physics-acceleration company whose bookings have reportedly increased eightfold. The investment supports IBM’s positioning in quantum and advanced-computing infrastructure, although the deal is unlikely to materially affect near-term earnings. IBM Ventures backs BQP Positive Sentiment: AI and quantum themes continue to support the investment case: Analysts highlighted IBM among large technology companies that could benefit from quantum-computing adoption through cloud, software and infrastructure offerings. Retail-investor coverage also identified IBM as a favored long-term AI stock, particularly because of its enterprise focus and hybrid-cloud capabilities. Quantum boom investment ideas Neutral Sentiment: Dividend remains a key attraction: IBM is highlighted as a major technology dividend payer, with a quarterly distribution of $1.69 per share. The income profile may appeal to defensive investors, though dividend comparisons alone do not resolve concerns about valuation or growth. Cisco versus IBM dividend comparison Neutral Sentiment: IBM is promoting responsible AI adoption: A new study found that AI adoption in U.S. K-12 schools is outpacing institutional readiness, prompting IBM to launch a fellowship for education leaders. The initiative may strengthen IBM’s brand and future relationships but has limited immediate financial impact. IBM K-12 AI study Negative Sentiment: Securities-fraud investigation adds headline risk: Bleichmar Fonti & Auld said it is investigating whether IBM made potentially misleading statements about the pace of business deals. The announcement is an allegation, not a finding of wrongdoing, but it could increase legal uncertainty and investor caution. IBM securities investigation Negative Sentiment: Broader concerns remain over IBM’s growth outlook: Recent analysis cited AI-driven disruption to legacy services, pricing pressure and reduced estimates as reasons for IBM’s year-to-date weakness, despite support from hybrid cloud and watsonx. Technical coverage also identified resistance near $239, suggesting limited upside until momentum improves. IBM stock outlook International Business Machines Stock Performance Shares of IBM opened at $231.43 on Thursday. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. The stock has a 50-day moving average price of $242.89 and a 200-day moving average price of $247.41. The company has a market cap of $218.04 billion, a PE ratio of 20.54, a price-to-earnings-growth ratio of 2.21 and a beta of 0.71. International Business Machines Corporation has a 12-month low of $199.19 and a 12-month high of $332.46.
International Business Machines (NYSE:IBM – Get Free Report) last announced its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, meeting the consensus estimate of $2.93. The business had revenue of $17.16 billion during the quarter, compared to analyst estimates of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. International Business Machines’s revenue for the quarter was up 1.1% on a year-over-year basis. During the same period in the previous year, the business posted $2.80 earnings per share. As a group, equities analysts forecast that International Business Machines Corporation will post 12.33 earnings per share for the current fiscal year.
International Business Machines Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be issued a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date is Monday, August 10th. International Business Machines’s dividend payout ratio is presently 59.98%.
(Free Report)
International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.
IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.
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Federal Realty Investment Trust nabízí téměř 4% forwardový výnos z dividend, zhruba čtyřnásobek výnosu S&P 500. Ve čtvrtletí končícím 30. června 2026 zvýšil core FFO o 6,8 % meziročně a dividendu zvedl o 3 %.
The S&P 500 (^GSPC +0.46%) currently has a dividend yield of around 1%. Investing in the S&P 500 via index funds has historically produced solid long-term total returns, but for income investors, it's not necessarily the right vehicle for their specific objectives.
However, don't assume you need to trade stability for yield. Among Dividend Kings, or stocks with 50 years or more of consecutive dividend growth, there are stocks yielding considerably more than the market index.
A prime example of this is with Federal Realty Investment Trust (FRT +0.78%). Currently trading for around $116 per share, this real estate investment trust (REIT) has a nearly 4% forward dividend yield, practically quadruple that of the S&P 500.
Image source: Getty Images.
Portrait of a venerable REIT stock Federal Realty Investment Trust was one of the first REITs. It was founded in 1962, not too long after legislation allowing for REITs was first signed into U.S. law. Having raised its dividend for 59 consecutive years, it's one of the Dividend Kings, the first and, for now, only REIT to hold this status.
Why has this REIT achieved this status, while other REITs, including those formed at the same time as Federal Realty Investment Trust, have not? Chalk it up to its focus on high-quality retail properties, located in markets such as Boston, New York, Washington, D.C., Silicon Valley, and Southern California, markets known for high real estate values, land scarcity, and, as this REIT itself puts it, "high barriers to entry."
A look at Federal Realty Investment Trust's latest financials underscores its status. In the quarter ending June 30, 2026, the REIT reported overall portfolio occupancy of 93.8% and a leased rate of 96.1%. Core funds from operations (FFO), the REIT equivalent of adjusted operating cash flow, increased 6.8% year over year. Reported Nareit FFO declined by 1.6%, but only because of a one-time tax-related item that raised reported results during Q2 2025. In the Q2 2026 earnings release, management inched up guidance and announced plans to increase its regular quarterly cash dividend by 3%.
The takeaway for all investors For income investors, Federal Realty Investment Trust offers a nearly 4% yield, with a dividend growth track record suggesting its yield on cost will gradually rise over time. Add in the impact of inflation and redevelopment on this REIT's value over time, and there's strong potential for long-term capital appreciation as well.
This latter opportunity makes this a REIT for investors focused more on capital growth than portfolio income. In terms of dividend sustainability, with core FFO to come in between $7.48 and $7.56 per share this year, against $4.64 per share in total annual dividends, the stock effectively has a forward payout ratio of between 61% and 62%, leaving the REIT well positioned to keep paying investors quarterly, all while reinvesting and growing its property portfolio.
That said, it's not as if this REIT is a no-risk alternative to the S&P 500. Dividend growth has slowed in recent years. The 2020s rate hikes both negatively affected stock price performance and increased interest expenses, weighing on the bottom line. Nevertheless, normalizing macro conditions could temper these risks, getting dividend growth and price appreciation back on track.
Daiichi Life Insurance Co. Ltd. bought a new position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 26,146 shares of the retailer’s stock, valued at approximately $24,459,000.
Several other hedge funds and other institutional investors have also recently made changes to their positions in COST. Palisade Asset Management LLC grew its holdings in Costco Wholesale by 1.4% in the fourth quarter. Palisade Asset Management LLC now owns 702 shares of the retailer’s stock valued at $605,000 after purchasing an additional 10 shares during the last quarter. Graybill Wealth Management LTD. grew its position in shares of Costco Wholesale by 0.3% in the fourth quarter. Graybill Wealth Management LTD. now owns 3,194 shares of the retailer’s stock valued at $2,754,000 after purchasing an additional 10 shares during the last quarter. Wealth Effects LLC increased its stake in shares of Costco Wholesale by 1.2% during the 1st quarter. Wealth Effects LLC now owns 874 shares of the retailer’s stock worth $871,000 after purchasing an additional 10 shares in the last quarter. Folger Nolan Fleming Douglas Capital Management Inc. raised its position in shares of Costco Wholesale by 1.8% during the 1st quarter. Folger Nolan Fleming Douglas Capital Management Inc. now owns 551 shares of the retailer’s stock worth $549,000 after purchasing an additional 10 shares during the last quarter. Finally, First National Bank of Hutchinson raised its position in shares of Costco Wholesale by 0.9% during the 1st quarter. First National Bank of Hutchinson now owns 1,098 shares of the retailer’s stock worth $1,094,000 after purchasing an additional 10 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.
Analyst Upgrades and Downgrades Several brokerages have recently issued reports on COST. Truist Financial upped their price objective on Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a research report on Friday, May 29th. TD Cowen restated a “buy” rating and issued a $1,175.00 target price on shares of Costco Wholesale in a report on Wednesday, June 3rd. The Goldman Sachs Group raised their price target on shares of Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a research report on Monday, June 1st. Finally, HC Wainwright reissued a “buy” rating on shares of Costco Wholesale in a research note on Monday, June 1st. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,059.53.
Check Out Our Latest Research Report on Costco Wholesale Insider Transactions at Costco Wholesale In other news, Director Kenneth D. Denman sold 885 shares of the business’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the completion of the sale, the director owned 4,779 shares of the company’s stock, valued at approximately $4,575,653.55. The trade was a 15.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.10% of the stock is owned by corporate insiders.
Costco Wholesale Stock Performance Costco Wholesale stock opened at $928.48 on Thursday. The firm has a market capitalization of $411.76 billion, a PE ratio of 46.70, a price-to-earnings-growth ratio of 3.89 and a beta of 0.87. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50. The stock’s 50 day moving average price is $944.65 and its 200 day moving average price is $978.84. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07.
Costco Wholesale Announces Dividend The business also recently declared a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Friday, July 24th were given a dividend of $1.47 per share. The ex-dividend date of this dividend was Friday, July 24th. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is presently 29.58%.
Costco Wholesale News Roundup Here are the key news stories impacting Costco Wholesale this week:
Positive Sentiment: Strong sales momentum supports the investment case. Costco reported August net sales of $23.70 billion, up 9.9% year over year. Fourth-quarter sales rose 11.3% to $93.9 billion, while fiscal-year sales increased 10.2% to $297.3 billion. Total comparable sales grew 8.4% for the year, and digitally enabled sales jumped 20.9%. Costco Wholesale Corporation Reports August Sales Results Positive Sentiment: Analyst sentiment remains favorable. Mizuho reiterated a Buy rating and maintained a $1,100 price target, citing confidence in Costco’s membership-driven growth. Recent analyst targets generally remain above the current trading level, with a reported six-month median target of $1,125. Analyst Reiterates Buy on Costco Neutral Sentiment: Calendar effects clouded the monthly comparison. Costco said the later timing of Labor Day reduced August total and comparable sales growth by slightly less than 75 basis points. Underlying performance remained positive, but investors may look for confirmation in the next report. Negative Sentiment: Costco Next was abruptly discontinued. The company shut down the online Costco Next marketplace without notice. While the service is unlikely to materially affect near-term financial results, the move could disappoint members and remove a customer-engagement perk. Costco has ended this online service without notice Negative Sentiment: Regulatory uncertainty increased. The U.S. Department of Justice expanded an investigation into rising beef prices to include Costco and other major retailers. Potential reputational, legal, or margin-related consequences create an overhang, although no wrongdoing has been established. DOJ expands beef price investigation Negative Sentiment: Valuation leaves little room for disappointment. Costco trades at roughly 47 times earnings, with a PEG ratio above 4, and shares remain below their 50-day and 200-day moving averages. Insider activity has also consisted of sales rather than purchases in recent months, adding to investor caution. (Free Report)
Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.
Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.
Featured Stories Five stocks we like better than Costco Wholesale Striking Oil: How the U.S. Play for Venezuela Fuels Supermajors J.M. Smucker Stock’s Rally Has More Than Tariffs Behind It Wendy’s Rally Fades After Trian Steps Back: Was It Ever Real? GitLab’s Earnings Beat Just Gave Software Bulls a New SaaSpocalypse Test Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).
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Emerald Investment Advisers ve 2. čtvrtletí nově koupila 6 539 akcií Costco v hodnotě asi 6,117 milionu USD. Costco zároveň oznámila čtvrtletní dividendu ve výši 1,47 USD na akcii.
Emerald Investment Advisers LLC acquired a new position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 6,539 shares of the retailer’s stock, valued at approximately $6,117,000.
A number of other large investors have also recently made changes to their positions in the business. Brighton Jones LLC lifted its stake in Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after acquiring an additional 2,172 shares during the period. Revolve Wealth Partners LLC increased its position in Costco Wholesale by 13.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares during the period. Sivia Capital Partners LLC raised its holdings in Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after purchasing an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. raised its holdings in Costco Wholesale by 1.1% in the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after purchasing an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in shares of Costco Wholesale by 2.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after purchasing an additional 182 shares during the period. 68.48% of the stock is currently owned by institutional investors.
Costco Wholesale Stock Down 1.2% Shares of Costco Wholesale stock opened at $928.48 on Thursday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The firm has a market cap of $411.76 billion, a price-to-earnings ratio of 46.70, a PEG ratio of 3.89 and a beta of 0.87. The company has a 50-day moving average of $944.65 and a 200 day moving average of $978.84. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61.
Costco Wholesale Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Friday, August 7th. Shareholders of record on Friday, July 24th were paid a dividend of $1.47 per share. The ex-dividend date of this dividend was Friday, July 24th. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is currently 29.58%. Key Headlines Impacting Costco Wholesale Here are the key news stories impacting Costco Wholesale this week:
Positive Sentiment: Strong sales momentum supports the investment case. Costco reported August net sales of $23.70 billion, up 9.9% year over year. Fourth-quarter sales rose 11.3% to $93.9 billion, while fiscal-year sales increased 10.2% to $297.3 billion. Total comparable sales grew 8.4% for the year, and digitally enabled sales jumped 20.9%. Costco Wholesale Corporation Reports August Sales Results Positive Sentiment: Analyst sentiment remains favorable. Mizuho reiterated a Buy rating and maintained a $1,100 price target, citing confidence in Costco’s membership-driven growth. Recent analyst targets generally remain above the current trading level, with a reported six-month median target of $1,125. Analyst Reiterates Buy on Costco Neutral Sentiment: Calendar effects clouded the monthly comparison. Costco said the later timing of Labor Day reduced August total and comparable sales growth by slightly less than 75 basis points. Underlying performance remained positive, but investors may look for confirmation in the next report. Negative Sentiment: Costco Next was abruptly discontinued. The company shut down the online Costco Next marketplace without notice. While the service is unlikely to materially affect near-term financial results, the move could disappoint members and remove a customer-engagement perk. Costco has ended this online service without notice Negative Sentiment: Regulatory uncertainty increased. The U.S. Department of Justice expanded an investigation into rising beef prices to include Costco and other major retailers. Potential reputational, legal, or margin-related consequences create an overhang, although no wrongdoing has been established. DOJ expands beef price investigation Negative Sentiment: Valuation leaves little room for disappointment. Costco trades at roughly 47 times earnings, with a PEG ratio above 4, and shares remain below their 50-day and 200-day moving averages. Insider activity has also consisted of sales rather than purchases in recent months, adding to investor caution. Insider Buying and Selling at Costco Wholesale In other news, Director Kenneth D. Denman sold 885 shares of Costco Wholesale stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the completion of the transaction, the director directly owned 4,779 shares in the company, valued at approximately $4,575,653.55. This trade represents a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.10% of the company’s stock.
Analyst Upgrades and Downgrades A number of equities research analysts have recently weighed in on COST shares. UBS Group lifted their target price on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. TD Cowen restated a “buy” rating and issued a $1,175.00 price objective on shares of Costco Wholesale in a report on Wednesday, June 3rd. Sanford C. Bernstein lifted their price objective on Costco Wholesale from $1,192.00 to $1,194.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. Oppenheimer lifted their price objective on Costco Wholesale from $1,100.00 to $1,160.00 and gave the company an “outperform” rating in a research report on Tuesday, May 19th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $1,120.00 target price on shares of Costco Wholesale in a research report on Thursday, August 6th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and a consensus price target of $1,059.53.
Get Our Latest Stock Report on COST
(Free Report)
Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.
Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.
Featured Articles Five stocks we like better than Costco Wholesale Striking Oil: How the U.S. Play for Venezuela Fuels Supermajors J.M. Smucker Stock’s Rally Has More Than Tariffs Behind It Wendy’s Rally Fades After Trian Steps Back: Was It Ever Real? GitLab’s Earnings Beat Just Gave Software Bulls a New SaaSpocalypse Test Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).
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EP Wealth Advisors LLC purchased a new position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 155,825 shares of the retailer’s stock, valued at approximately $145,770,000.
A number of other large investors have also made changes to their positions in the stock. C M Bidwell & Associates Ltd. acquired a new stake in shares of Costco Wholesale during the 2nd quarter worth about $28,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of Costco Wholesale in the fourth quarter valued at approximately $27,000. Mcguire Capital Advisors Inc. acquired a new position in shares of Costco Wholesale in the fourth quarter valued at approximately $28,000. Lifetime Wealth Management P.C. purchased a new position in shares of Costco Wholesale during the fourth quarter valued at approximately $28,000. Finally, Manning & Napier Advisors LLC lifted its stake in shares of Costco Wholesale by 750.0% during the first quarter. Manning & Napier Advisors LLC now owns 34 shares of the retailer’s stock valued at $34,000 after buying an additional 30 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.
Wall Street Analyst Weigh In Several brokerages have weighed in on COST. TD Cowen reiterated a “buy” rating and issued a $1,175.00 price target on shares of Costco Wholesale in a report on Wednesday, June 3rd. JPMorgan Chase & Co. lowered their price objective on Costco Wholesale from $1,110.00 to $1,100.00 and set an “overweight” rating for the company in a research report on Thursday, July 9th. Oppenheimer upped their target price on Costco Wholesale from $1,100.00 to $1,160.00 and gave the company an “outperform” rating in a research note on Tuesday, May 19th. Citigroup started coverage on Costco Wholesale in a research report on Thursday, June 18th. They set a “neutral” rating and a $1,020.00 target price on the stock. Finally, Weiss Ratings lowered Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, June 23rd. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Costco Wholesale presently has a consensus rating of “Moderate Buy” and an average target price of $1,059.53.
View Our Latest Stock Report on Costco Wholesale Insider Buying and Selling In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the business’s stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $957.45, for a total transaction of $847,343.25. Following the transaction, the director owned 4,779 shares in the company, valued at $4,575,653.55. The trade was a 15.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.10% of the stock is owned by company insiders.
Key Headlines Impacting Costco Wholesale Here are the key news stories impacting Costco Wholesale this week:
Positive Sentiment: Strong sales momentum supports the investment case. Costco reported August net sales of $23.70 billion, up 9.9% year over year. Fourth-quarter sales rose 11.3% to $93.9 billion, while fiscal-year sales increased 10.2% to $297.3 billion. Total comparable sales grew 8.4% for the year, and digitally enabled sales jumped 20.9%. Costco Wholesale Corporation Reports August Sales Results Positive Sentiment: Analyst sentiment remains favorable. Mizuho reiterated a Buy rating and maintained a $1,100 price target, citing confidence in Costco’s membership-driven growth. Recent analyst targets generally remain above the current trading level, with a reported six-month median target of $1,125. Analyst Reiterates Buy on Costco Neutral Sentiment: Calendar effects clouded the monthly comparison. Costco said the later timing of Labor Day reduced August total and comparable sales growth by slightly less than 75 basis points. Underlying performance remained positive, but investors may look for confirmation in the next report. Negative Sentiment: Costco Next was abruptly discontinued. The company shut down the online Costco Next marketplace without notice. While the service is unlikely to materially affect near-term financial results, the move could disappoint members and remove a customer-engagement perk. Costco has ended this online service without notice Negative Sentiment: Regulatory uncertainty increased. The U.S. Department of Justice expanded an investigation into rising beef prices to include Costco and other major retailers. Potential reputational, legal, or margin-related consequences create an overhang, although no wrongdoing has been established. DOJ expands beef price investigation Negative Sentiment: Valuation leaves little room for disappointment. Costco trades at roughly 47 times earnings, with a PEG ratio above 4, and shares remain below their 50-day and 200-day moving averages. Insider activity has also consisted of sales rather than purchases in recent months, adding to investor caution. Costco Wholesale Price Performance COST opened at $928.48 on Thursday. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The company has a 50 day moving average of $944.65 and a two-hundred day moving average of $978.84. The company has a market cap of $411.76 billion, a P/E ratio of 46.70, a P/E/G ratio of 3.89 and a beta of 0.87.
Costco Wholesale Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were issued a $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date was Friday, July 24th. Costco Wholesale’s dividend payout ratio is currently 29.58%.
Costco Wholesale Company Profile (Free Report)
Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.
Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.
Further Reading Five stocks we like better than Costco Wholesale Striking Oil: How the U.S. Play for Venezuela Fuels Supermajors J.M. Smucker Stock’s Rally Has More Than Tariffs Behind It Wendy’s Rally Fades After Trian Steps Back: Was It Ever Real? GitLab’s Earnings Beat Just Gave Software Bulls a New SaaSpocalypse Test Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).
Receive News & Ratings for Costco Wholesale Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Costco Wholesale and related companies with MarketBeat.com's FREE daily email newsletter.
Realty Income vyplatí 0,271 USD na akcii a prodlouží sérii na 674. měsíční dividendu. Roční výnos 5,03 % je jen 28 bazických bodů nad 10letým výnosem státních dluhopisů USA 4,75 %.
With the risk-free rate sitting near its highest level in years, Realty Income's legendary monthly dividend streak now faces a pressure test that even 674 consecutive payments cannot automatically survive.
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Realty Income (NYSE:O | O Price Prediction) is set to pay shareholders again. The self-styled Monthly Dividend Company is distributing $0.271 per share on September 15, 2026, its 674th consecutive monthly dividend. That streak, combined with 115 consecutive quarterly increases and 133 total hikes since its 1994 NYSE listing, is the résumé investors buy into. The question for a scorecard: does the payout still deserve top marks with the 10-year Treasury at 4.75%?
Latest Payment and Yield Check The September check works out to an annualized forward dividend of $3.252, up in small monthly steps from $0.2695 as recently as October 2025. At a share price of $61.56, that pencils out to a 5.03% yield. Against a 4.75% risk-free rate, the income premium is just 28 basis points. Historically, O has offered a wider cushion, and that compression is the single biggest reason its grade is under pressure.
AFFO Backs the Payout GAAP optics look ugly: Q2 EPS of $0.37 missed the $0.42 estimate, and full-year net income guidance of $1.59 to $1.60 sits well below the dividend. For a REIT, though, AFFO is the right yardstick. AFFO per share grew 3.8% to $1.09 in Q2, and management raised the full-year midpoint to $4.44 to $4.45. That puts the AFFO payout ratio near 73%, leaving comfortable coverage and reinvestment capacity.
Portfolio and Balance Sheet Backing the Check The underlying real estate is doing its job. Portfolio occupancy stood at 98.8%, and 482 released units generated a blended rent recapture of 102.7%, with international recapture at 112.9%. Investment-grade tenants now account for 34% of annualized rent, up from 32% in Q1. On the balance sheet, net debt to EBITDAre sits at 5.4x, Fitch initiated with an A long-term issuer rating, and pro forma liquidity climbed to more than $5.7 billion. A $6 billion hyperscale data center joint venture with Cloud Capital adds a growth vector that pure retail net-lease peers cannot match.
Final Grade Grading on coverage, streak, portfolio quality, and credit, Realty Income still earns an A. Grading on relative yield, the picture softens: shares are up 12.67% year to date, which has trimmed the spread over Treasuries to a thin margin flagged in Barron’s recent look at the risks of the monthly income craze. Net grade: A-minus. Investors should watch cap rate trends and whether AFFO growth reaccelerates above 4% to justify paying up for the streak. If O’s thinner spread has you shopping the rest of the every-30-days aisle, we lined up seven of our favorite monthly payers in a free report: here.
Contact [email protected] for any questions or corrections.
Chris Lange
Chris Lange is a writer for 24/7 Wall St., based in Houston. He has covered financial markets over the past decade with an emphasis on healthcare, tech, and IPOs. During this time, he has published thousands of articles with insightful analysis across these complex fields. Currently, Lange's focus is on military and geopolitical topics. Lange's work has been quoted or mentioned in Forbes, The New York Times, Business Insider, USA Today, MSN, Yahoo, The Verge, Vice, The Intelligencer, Quartz, Nasdaq, The Motley Fool, Fox Business, International Business Times, The Street, Seeking Alpha, Barron’s, Benzinga, and many other major publications. A graduate of Southwestern University in Georgetown, Texas, Lange majored in business with a particular focus on investments. He has previous experience in the banking industry and startups.
Jericho Financial LLP bought a new position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 26,098 shares of the company’s stock, valued at approximately $6,567,000. AbbVie accounts for 3.4% of Jericho Financial LLP’s portfolio, making the stock its 15th largest position.
A number of other institutional investors have also added to or reduced their stakes in ABBV. State Street Corp boosted its position in shares of AbbVie by 1.4% in the 4th quarter. State Street Corp now owns 80,940,931 shares of the company’s stock worth $18,494,193,000 after purchasing an additional 1,119,274 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of AbbVie by 10.4% during the fourth quarter. Geode Capital Management LLC now owns 44,629,980 shares of the company’s stock valued at $10,179,099,000 after acquiring an additional 4,190,487 shares in the last quarter. Bank of America Corp DE raised its position in shares of AbbVie by 1.4% in the 4th quarter. Bank of America Corp DE now owns 25,824,399 shares of the company’s stock worth $5,900,617,000 after purchasing an additional 356,394 shares during the last quarter. Norges Bank bought a new position in AbbVie in the 4th quarter worth about $5,865,055,000. Finally, Capital Research Global Investors boosted its stake in AbbVie by 0.7% in the 4th quarter. Capital Research Global Investors now owns 25,408,200 shares of the company’s stock worth $5,805,530,000 after purchasing an additional 177,370 shares in the last quarter. Institutional investors own 70.23% of the company’s stock.
Insiders Place Their Bets In other AbbVie news, EVP Nicholas Donoghoe sold 32,710 shares of the company’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $250.00, for a total transaction of $8,177,500.00. Following the sale, the executive vice president directly owned 74,430 shares in the company, valued at $18,607,500. This represents a 30.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. 0.06% of the stock is owned by insiders.
Analyst Upgrades and Downgrades Several research analysts have recently issued reports on ABBV shares. Royal Bank Of Canada upped their target price on shares of AbbVie from $260.00 to $280.00 and gave the stock an “outperform” rating in a research note on Friday, July 10th. Morgan Stanley reaffirmed an “overweight” rating and issued a $296.00 price objective on shares of AbbVie in a research report on Monday, August 3rd. Piper Sandler increased their target price on AbbVie from $298.00 to $303.00 and gave the company an “overweight” rating in a research note on Thursday, August 20th. Cantor Fitzgerald boosted their price target on AbbVie from $265.00 to $285.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Finally, Bank of America upped their price target on AbbVie from $234.00 to $276.00 and gave the company a “buy” rating in a report on Friday, July 10th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, AbbVie currently has a consensus rating of “Moderate Buy” and a consensus target price of $275.95. View Our Latest Report on AbbVie
AbbVie Trading Up 0.6% NYSE ABBV opened at $261.50 on Thursday. AbbVie Inc. has a 12 month low of $190.75 and a 12 month high of $267.47. The stock has a market cap of $462.02 billion, a price-to-earnings ratio of 73.87, a PEG ratio of 1.18 and a beta of 0.29. The company’s 50 day moving average is $254.23 and its two-hundred day moving average is $229.67.
AbbVie (NYSE:ABBV – Get Free Report) last posted its quarterly earnings results on Friday, July 31st. The company reported $3.65 EPS for the quarter, topping analysts’ consensus estimates of $3.61 by $0.04. AbbVie had a negative return on equity of 422.07% and a net margin of 9.80%.The company had revenue of $16.99 billion for the quarter, compared to analysts’ expectations of $16.80 billion. During the same period in the previous year, the firm earned $2.97 EPS. The firm’s revenue was up 10.2% compared to the same quarter last year. AbbVie has set its Q3 2026 guidance at 3.840-3.880 EPS. Sell-side analysts forecast that AbbVie Inc. will post 14.05 EPS for the current year.
AbbVie Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Wednesday, July 15th were given a $1.73 dividend. The ex-dividend date was Wednesday, July 15th. This represents a $6.92 annualized dividend and a yield of 2.6%. AbbVie’s dividend payout ratio (DPR) is currently 195.48%.
AbbVie Profile (Free Report)
AbbVie is a global, research-driven biopharmaceutical company that was created as a spin-off from Abbott Laboratories in 2013 and is headquartered in North Chicago, Illinois. The company focuses on discovering, developing and commercializing therapies for complex and often chronic medical conditions. Its operations span research and development, manufacturing, regulatory affairs and commercialization, with an emphasis on bringing specialty medicines to market across multiple therapeutic areas.
AbbVie’s product portfolio and pipeline cover several major therapeutic categories, including immunology, oncology, neuroscience, virology and women’s health.
Read More Five stocks we like better than AbbVie Striking Oil: How the U.S. Play for Venezuela Fuels Supermajors J.M. Smucker Stock’s Rally Has More Than Tariffs Behind It Wendy’s Rally Fades After Trian Steps Back: Was It Ever Real? GitLab’s Earnings Beat Just Gave Software Bulls a New SaaSpocalypse Test Want to see what other hedge funds are holding ABBV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for AbbVie Inc. (NYSE:ABBV – Free Report).
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AbbVie dokončila akvizici Apogee Therapeutics, Inc. za 135,11 USD za akcii v hotovosti, celkem asi 10,9 miliardy USD. Potvrdila také výhled upraveného EPS na rok 2026 v pásmu 13,87 až 14,07 USD.
Acquisition deepens AbbVie's robust immunology pipeline with diverse assets targeting dermatologic, respiratory and other inflammatory and immunological diseases Apogee's lead asset, zumilokibart, is a late-stage, half-life extended monoclonal antibody targeting IL-13, in development for patients with atopic dermatitis Apogee's pipeline also includes APG273, a potential best-in-category long-acting combination targeting IL-13 and thymic stromal lymphopoietin (TSLP), in development for asthma AbbVie reaffirms previously issued 2026 full-year adjusted diluted EPS guidance range of $13.87 - $14.07; reaffirms previously issued third-quarter adjusted diluted EPS guidance range of $3.84 - $3.88 , /PRNewswire/ -- AbbVie (NYSE: ABBV) today announced that it has completed its acquisition of Apogee Therapeutics, Inc. (NASDAQ: APGE). With completion of the acquisition, Apogee is now part of AbbVie. Under the terms of the agreement, Apogee shareholders received $135.11 per share in cash, for a total equity value of approximately $10.9 billion.
"The completion of the Apogee acquisition is an important step in further strengthening AbbVie's leadership in immunology and advancing our long-term growth strategy," said Robert A. Michael, chairman and chief executive officer, AbbVie. "By combining Apogee's innovative science with AbbVie's proven development, regulatory and commercial capabilities, we aim to accelerate these programs and bring promising new treatment options to patients living with serious inflammatory and immunological diseases. We are excited to welcome the talented Apogee team to AbbVie and build on their important work."
Apogee's pipeline includes novel antibodies targeting multiple validated inflammatory pathways in large immunology and inflammation markets, including atopic dermatitis (AD), asthma, and chronic obstructive pulmonary disease (COPD).
Zumilokibart targets IL-13, a critical cytokine in type 2 inflammation, and a central driver of inflammatory diseases like AD and asthma. Specifically in AD, a majority of patients do not achieve simultaneous itch and skin improvement which represents an opportunity for the development of novel treatments that not only provide better skin clearance and itch resolution but also improve convenience with less frequent dosing. In its Phase 2 clinical trial, zumilokibart attained clinically significant results, with approximately two-thirds of patients on treatment achieving significant skin clearance at 16 weeks, along with notable improvements in itch reduction and overall disease control. These findings support its potential best-in-category profile, including strong efficacy and convenient dosing, in patients with AD. Longer-term data from the same trial also support maintenance regimens of either quarterly or twice a year dosing. The safety profile of zumilokibart is favorable and consistent with other medicines in its class, and the molecule has the potential to be evaluated in several additional inflammatory indications.
Beyond zumilokibart, Apogee has built a broader pipeline of novel antibodies targeting multiple validated inflammatory pathways. APG273 combines zumilokibart with APG333, an antibody that blocks thymic stromal lymphopoietin (TSLP), a signaling protein that acts as an early trigger of inflammation in the lungs. Phase 1 data showed that APG333 has a long half-life and was able to suppress relevant type 2 inflammatory markers for up to six months after dosing. The Phase 1 data with APG333 and positive interim results from a Phase 1b study of zumilokibart in asthma, support the potential of the APG273 combination with quarterly or twice-yearly injections in asthma.
For additional background on the acquisition, please read the announcement press release here and view AbbVie's investor presentation here.
Financial Terms
AbbVie has acquired all outstanding Apogee common stock for $135.11 per share in cash, for a total equity value of approximately $10.9 billion. Apogee's common stock ceased trading on the NASDAQ stock exchange prior to market open on Sept. 3, 2026. AbbVie expects its acquisition of Apogee to negatively impact adjusted diluted earnings per share (EPS) by $0.14 in 2026 (partial year) and approximately $0.46 in 2027, with accretion beginning in 2032.
Full-year 2026 Outlook
AbbVie is reaffirming its previously issued 2026 full-year adjusted diluted EPS guidance range of $13.87 - $14.07. This guidance includes a $0.14 per share dilutive impact related to the completed Apogee acquisition. AbbVie's 2026 adjusted diluted EPS guidance includes an unfavorable impact of $0.58 per share related to acquired IPR&D and milestones expense incurred year-to-date through the second quarter. The company's 2026 adjusted diluted EPS guidance excludes any impact from acquired IPR&D and milestones that may be incurred beyond the second quarter of 2026, as both cannot be reliably forecasted.
AbbVie is reaffirming its previously issued 2026 third-quarter adjusted diluted EPS guidance range of $3.84 - $3.88. AbbVie's 2026 third-quarter adjusted diluted EPS guidance excludes any impact from acquired IPR&D and milestones that may be incurred in the quarter, as both cannot be reliably forecasted.
About AbbVie in Immunology
AbbVie is relentless in our pursuit to redefine the standard of care for patients living with immune-mediated conditions, with the goal of helping them live a life free from the limitations of their disease. For more than 20 years, AbbVie has led and helped shape the field of immunology through groundbreaking science and trusted medicines. Building on deep expertise across gastroenterology, rheumatology and dermatology, and other areas of high unmet need, we continue to invest in a broad and differentiated pipeline – spanning innovative modalities, novel mechanisms of action and next-generation approaches designed to conquer the complex biology underlying immune-mediated disease.
Today, more than 1 million patients worldwide are treated with AbbVie's immunology medicines, approved in more than 175 countries across 19 immune-mediated diseases that impact adult and pediatric populations. As we work to strengthen our legacy and drive the next wave of innovation, we remain focused on delivering meaningful progress for patients and expanding access to our medicines. For more information, please visit www.abbvie.com/immunology.
About AbbVie
AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas including immunology, neuroscience and oncology – and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at www.abbvie.com. Follow @abbvie on LinkedIn, Facebook, Instagram, X and YouTube.
Forward-Looking Statements
Some statements in this news release are, or may be considered, forward-looking statements for purposes of the Private Securities Litigation Reform Act of 1995. The words "believe," "expect," "anticipate," "project" and similar expressions and uses of future or conditional verbs generally identify forward-looking statements. Statements in this news release that are forward-looking may include, but are not limited to, statements regarding AbbVie's 2026 full-year and third-quarter adjusted diluted EPS guidance, the anticipated benefits of AbbVie's completed acquisition of Apogee and AbbVie's ability to successfully integrate Apogee's operations, employees and pipeline; the expected impact of the acquisition on AbbVie's adjusted diluted earnings per share; and the anticipated development, regulatory progress and commercial potential of Apogee's pipeline assets. AbbVie cautions that these forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those expressed or implied in the forward-looking statements. Such risks and uncertainties include, but are not limited to: the amount and timing of acquired IPR&D and milestones expense; the risk that the anticipated benefits and synergies of the Apogee acquisition may not be realized, or may take longer to realize than expected; risks and costs related to integrating Apogee's business, employees and pipeline into AbbVie, including the possibility that such integration may be more difficult, time-consuming or costly than anticipated; the risk that acquired in-process research and development assets, including zumilokibart (APG777) and APG273, may not demonstrate the anticipated success, safety or efficacy in ongoing or future clinical trials, and that positive interim or earlier-stage results may not be predictive of results in later-stage or larger clinical trials; the risk of unknown or contingent liabilities assumed in connection with the acquisition; challenges to intellectual property; competition from other products; difficulties inherent in the research and development process; adverse litigation or government action; changes to laws and regulations applicable to our industry; the impact of global macroeconomic factors, such as economic downturns or uncertainty, international conflict, trade disputes and tariffs, and other uncertainties and risks associated with global business operations. Additional information about the economic, competitive, governmental, technological and other factors that may affect AbbVie's operations is set forth in Item 1A, "Risk Factors," of AbbVie's 2026 Annual Report on Form 10-K, which has been filed with the Securities and Exchange Commission, as updated by its Quarterly Reports on Form 10-Q and in other documents that AbbVie subsequently files with the Securities and Exchange Commission that update, supplement or supersede such information. AbbVie undertakes no obligation, and specifically declines, to release publicly any revisions to forward-looking statements as a result of subsequent events or developments, except as required by law.
Ragnar Udd Appointed President and CEO, Effective February 1, 2027
Kent Masters to Serve as Executive Chairman
, /PRNewswire/ -- Albemarle Corporation (NYSE: ALB), a global leader in providing essential elements for mobility, energy, connectivity and health, today announced that Ragnar "Rag" Udd has been appointed President and Chief Executive Officer, effective February 1, 2027. Udd will also join the Albemarle Board of Directors. Kent Masters, Chairman and CEO, will transition to the role of Executive Chairman of the Board upon Udd joining the Company. Gerald Steiner will continue to serve as Albemarle's Lead Independent Director.
A Proven Leader to Drive Albemarle's Next Chapter
Udd has over 25 years of experience in leading global resources businesses in geographies closely mirroring Albemarle's global footprint, including Australia, Asia and North and South America. He is currently serving as Chief Commercial Officer of BHP and as a member of its executive leadership team, where he has global responsibility for sales and marketing, procurement, maritime activities and commodities market strategy. Prior to that, Udd held senior leadership roles across commercial, operational, technology, logistics and infrastructure functions, including President Americas, where he led BHP's copper and potash businesses. He also served as interim Chief Technology Officer, BHP Mitsubishi Asset President and Vice President Logistics and Infrastructure for Western Australia Iron Ore.
"Rag's appointment as our next CEO follows a comprehensive succession planning process conducted by the Board," said Steiner. "Rag brings extensive commercial and operational expertise in natural resources and has successfully led global commercial strategy and advanced disciplined growth across complex businesses. We are confident he is the right leader to capitalize on our industry-leading portfolio and operational capabilities to unlock long-term value for shareholders."
"I am honored to be named Albemarle's next CEO," said Udd. "Albemarle has world-class natural resources, deep technical expertise and strong customer partnerships. I am excited to work with Kent, the leadership team and the Board to build on the Company's strong foundation in both its Energy Storage and Specialties business segments."
A Well-Defined Transition Plan to Ensure Leadership Continuity
Masters will transition to the role of Executive Chairman of the Board upon Udd joining Albemarle. In this role, Masters will lead the Board's governance, provide input and perspective on strategic planning, and ensure a seamless handoff of leadership responsibilities.
"Kent has been instrumental in building Albemarle into the industry leader it is today," Steiner continued. "He has played a key role in the development of Albemarle's strategy and driven disciplined execution across cycles. Importantly, Kent's steadfast commitment to our core values has strengthened Albemarle's profile as a values-led, purpose-driven organization. We look forward to his continued contributions as he steps into the Executive Chairman role."
"It has been a privilege to serve as CEO and work alongside Albemarle's incredible team every day," said Masters. "I am proud of what we have achieved together, and I am confident now is the right time to transition the leadership to Rag, who is well positioned to lead Albemarle's future. I look forward to working closely with him to ensure a seamless transition."
Masters will serve as Executive Chairman through the date of the Company's 2027 annual meeting of shareholders and thereafter his role will be reviewed as part of the Board's annual director nomination process.
About Albemarle
Albemarle Corporation (NYSE: ALB) is a world leader in transforming essential resources into critical ingredients for mobility, energy, connectivity and health. We partner to pioneer new ways to move, power, connect and protect with people and planet in mind. A reliable and high-quality global supply of lithium and bromine allows us to deliver advanced solutions for our customers. Learn more about how the people of Albemarle are enabling a more resilient world at Albemarle.com.
Albemarle regularly posts information to Albemarle.com, including notification of events, news, financial performance, investor presentations and webcasts, non-GAAP reconciliations, U.S. Securities and Exchange Commission filings and other information regarding the company, its businesses and the markets it serves.
Forward-Looking Statements
This press release contains statements concerning our expectations, anticipations and beliefs regarding the future, which constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are based on assumptions that we have made as of the date hereof and are subject to known and unknown risks and uncertainties, often contain words such as "anticipate," "believe," "expect," "may," "should," "would," and "will" and similar references to future periods. Forward-looking statements may include statements regarding expectations relating to Company strategy, operations, or performance; plans and expectations related to board composition and contributions; other underlying assumptions and outlook considerations, and all other information relating to matters that are not historical facts. These and other forward-looking statements are based on management's current assumptions and expectations and involve risks and uncertainties that could significantly affect expected results. Actual results could differ materially from those expressed or implied in the forward-looking statements if one or more of the underlying estimates, assumptions or expectations prove to be inaccurate or are unrealized. Factors that could cause Albemarle's actual results to differ materially from the outlook expressed or implied in any forward-looking statement include: breaches of contract; changes in economic and business conditions; changes in availability to serve as the CEO; trade policies and tariffs; technological change and development; changes in laws and government regulation; regulatory actions, proceedings, cyber-security breaches, and the other factors detailed from time to time in the reports Albemarle files with the SEC, including those described under "Risk Factors" in Albemarle's most recent Annual Report on Form 10-K and any subsequently filed Quarterly Reports on Form 10-Q, which are filed with the SEC and available on the investor section of Albemarle's website (investors.albemarle.com) and on the SEC's website at www.sec.gov. These forward-looking statements speak only as of the date of this press release. Albemarle assumes no obligation to provide any revisions to any forward-looking statements should circumstances change, except as otherwise required by securities and other applicable laws.
SummaryMicron Technology (MU) is rated Buy, driven by persistent AI-induced memory shortages extending beyond HBM into DRAM and NAND. AI server demand from Dell and HPE, coupled with supply constraints, positions MU for sustained elevated earnings through at least FY2028. DRAM is the core earnings driver, with HBM growth tightening conventional DRAM supply and NAND providing a near-term tailwind. My base case assigns $215 FY2028 EPS and a 7x multiple, supporting a $1,500 fair value—implying significant upside from current levels. Richard Drury/DigitalVision via Getty Images
Micron Technology (MU) has been an AI story for some time, but mostly an HBM story. GPUs need enormous amounts of high-bandwidth memory, Micron makes HBM, and that demand has helped turn what was once a brutally
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Aspen Pharmacare očekává, že tržby z Mounjara v Africe v aktuálním finančním roce přesáhnou 2 miliardy randů. Růst táhne hlavně Jižní Afrika, přičemž spuštění se plánuje také v Nigérii a Keni.
Aspen Pharmacare (APNJ.J) expects African sales of Eli Lilly's (LLY.N) blockbuster weight-loss and diabetes drug Mounjaro to exceed 2 billion rand ($124 million) in its current financial year, buoyed by surging demand in South Africa and planned launches in Nigeria and Kenya.
The South African company is Lilly's official distributor of Mounjaro in sub-Saharan Africa.
A day after reporting annual results, Chief Executive Stephen Saad told investors on Thursday that Aspen had submitted Mounjaro for registration in Kenya and Nigeria, with both markets having the potential to contribute to earnings in its current financial year to end-June if approved.
"We're hoping to do more than 2 billion rand in sales in financial year 2027," Saad said about Mounjaro. He had previously forecast over 1.3 billion rand in sales for the year to end-June 2026, although the company has not disclosed its actual sales figure.
South Africa's GLP-1 market nearly doubled in value to 2.8 billion rand over the year to June, driven largely by soaring demand for Mounjaro. The drug, launched late in 2024, increased its share of the market to a dominant 53% from 15% a year earlier, Saad said.
BEYOND MOUNJARO
Africa's biggest pharmaceuticals company is also advancing plans to launch a generic version of Novo Nordisk's (NOVOb.CO) Ozempic in selected markets once patents expire, having secured two registrations in Canada and filed applications across several emerging markets.
The timing of Aspen's commercial launch in Canada remains dependent on the availability of the active pharmaceutical ingredient (API) from India's Dr. Reddy's Laboratories (REDY.NS), which halted production of new batches in July because of an impurity issue.
Saad said Aspen expected greater clarity on the supply arrangement before the end of the month.
A different API supplier will be used in Brazil, which is among the markets where registration progress is being made, Saad said.
Company will scale trusted 57-year-old brand and expand its availability nationwide | Source: Scotts Miracle-Gro Company (The)
MARYSVILLE, Ohio, Sept. 03, 2026 (GLOBE NEWSWIRE) -- The Scotts Miracle-Gro Company (NYSE: SMG), the leading marketer of branded consumer lawn and garden products in North America, today announced that it intends to acquire the Black Kow brand to strategically expand its growing media and soil amendment portfolio.
In January 2026, the Company became the exclusive producer, distributor and marketer of Black Kow under a licensing agreement with an option to purchase. The Company has informed Organics Management, owner of Black Kow, that it has exercised the purchase option with an expected close in October. Terms of the deal were not disclosed.
“The planned acquisition of Black Kow demonstrates continued progress with our multi-year SMG 2.0 growth plan and further strengthens our ability to achieve our mid-range financial targets,” said Nate Baxter, president and CEO of ScottsMiracle-Gro.
“Black Kow is a testament to our merger-and-acquisition strategy centered on tuck-in brands that we can seamlessly integrate into our core lawn and garden business. We will be good stewards of this trusted 57-year-old brand, scaling Black Kow from an innovation standpoint and expanding its availability nationally to engage broader demographic groups.”
Black Kow, a leading brand in the soil amendment category, will complement Miracle-Gro premium ready-to-use products, expanding the overall portfolio with an established line of organic amendments, mature manure and specialty soils essential for building long-term soil structure and ideal for consumers who like to tinker in their gardens.
“Black Kow aligns with our mid-range growth algorithm as we expect it to drive topline sales and be consistent with the margin profile we have established moving forward,” said Mark Scheiwer, chief financial officer and chief accounting officer. “This acquisition also reflects our disciplined approach to capital allocation, as it is a low-risk investment that will support our leverage ratio targets and be accretive to EPS beginning in year one.”
SMG 2.0 Building Blocks
The acquisition of Black Kow is a tactical execution of SMG 2.0, whose building blocks include:
Portfolio optimization and innovation through revitalization of product lineups to drive premium growth.Omnichannel and retail expansion to engage broader consumer groups through digital scale and retailer partnerships.Category growth and market expansion through greater household penetration to grow the Company’s addressable market.Technology-driven operational excellence with a focus on expanding margins via targeted AI, automation and supply chain efficiencies. Mid-Range Growth Algorithm
Black Kow supports the mid-range growth algorithm announced by the Company in August for fiscal 2027 through fiscal 2029 to deliver sustainable shareholder value. Elements include average annual:
Total Company net sales growth of 2 to 4%.Adjusted gross margin rate improvement of 50 to 100 basis points.Adjusted EPS growth of 5 to 8%.Free cash flow greater than $275 million. About ScottsMiracle-Gro
With approximately $3.3 billion in sales, the Company is the leading marketer of branded consumer lawn and garden products in North America. The Company’s brands are among the most recognized in the industry. The Company’s Scotts®, Miracle-Gro®, Ortho® and Tomcat® brands are market-leading in their categories. For additional information, visit us at www.scottsmiraclegro.com
For investor inquiries:
Brad Chelton
Vice President
Treasury, Tax and Investor Relations [email protected]
(937) 309-2503
For media inquiries:
Tom Matthews
Chief Communications Officer [email protected]
(937) 844-3864
Magnite oznámila, že od loňského listopadu její Live Scheduler využilo 37 mediálních vlastníků ke zpeněžení více než 4 000 živých akcí. Od ledna do července firma zaznamenala meziroční nárůst globálních výdajů na reklamu ve sportovním live streamingu o 56 %.
NEW YORK, Sept. 03, 2026 (GLOBE NEWSWIRE) -- Magnite (NASDAQ:MGNI), the largest independent sell-side advertising company, today announced major milestones across its live streaming business, cementing its position as the premier partner for live streaming advertising. As media owners prepare for a massive fall lineup, anchored by the return of NFL and college football, Magnite is scaling a global marketplace for live, built on a foundation of verified, event-level transparency for the industry's biggest live moments.
Historically buyers have struggled to differentiate between truly real-time live content and shoulder content. Magnite’s Live Scheduler allows media owners to signal upcoming live events well in advance, giving buyers the foresight needed to plan and execute campaigns with verified live inventory, so they can reach engaged audiences precisely when key moments happen.
Since launching Live Scheduler last November, 37 media owners globally have utilized the technology to seamlessly schedule and monetize over 4,000 live events, including high-stakes broadcasts like the FIFA World Cup, NFL Monday Night Football, the NHL Playoffs, as well as major cultural moments including the Academy Awards.
“Live programming combines highly valuable content and highly attentive audiences, creating powerful opportunities for advertisers,” said Jamie Power, SVP, Addressable Sales at Disney Advertising. “Supporting those moments requires scalable, reliable technology that can keep pace with audience demand. Magnite helps us enable and manage the unique demands of live streaming while simultaneously creating more opportunities for the marketplace."
By streamlining access and overcoming the technical complexity of live CTV execution, Magnite is opening up incremental growth for publishers. From January to July, Magnite has seen a 56% year over year increase in global live sports ad spend with over 5,800 advertisers spending on live sports inventory that did not spend in the year prior.
“Live events bring people together around the moments and conversations they care about most, creating meaningful opportunities for brands to connect with audiences,” said Holly Dunn, Managing Partner, Head of Investment & Activation, Havas Media Network North America. “As audiences and media continue to fragment, marketers are increasingly looking to sports and live programming as a core part of the media mix, not simply a one-off activation. These environments offer something increasingly valuable by creating shared experiences at scale and connecting brands to culture in real time. Magnite helps make these opportunities more accessible, giving brands the flexibility to reach the right audiences and engage with the moments that matter”.
Magnite’s live strength is underpinned by several key capabilities designed to drive seamless monetization:
Precision activation: Unlike typical CTV deals that bundle live inventory with general supply, Magnite supports sport-specific, daypart-aligned, high-priority line items, backed by pacing algorithms built to ensure smooth delivery.Infrastructure built for viewership spikes: Live Stream Acceleration (LSA) automates traffic distribution and decisioning during rapid live viewer surges, managing the performance and optimization challenges that happen during high-concurrency ad breaks.Access via programmatic or agentic workflows: Buyers can easily access Magnite's live marketplace via programmatic channels or discover relevant live events for advertisers through agentic buying workflows via Magnite’s Buyer Agent.
“Live streaming offers advertisers an unprecedented opportunity to capture massive, highly engaged audiences in real time,” said Mike Laband, Group SVP of Revenue at Magnite. “We are democratizing access to this live inventory in a way that works seamlessly for both sides of the market. By continuously innovating across our supply infrastructure, we are unlocking net-new monetization opportunities for media owners while providing buyers with an effortless, transparent doorway into verified live media.”
About Magnite
We’re Magnite (NASDAQ: MGNI), the world’s largest independent sell-side advertising company. Publishers use our technology to monetize their content across all screens and formats including CTV, online video, display, and audio. The world’s leading agencies and brands trust our platform to access brand-safe, high-quality ad inventory and execute billions of advertising transactions each month. Anchored in bustling New York City, sunny Los Angeles, mile high Denver, historic London, colorful Singapore, and down under in Sydney, Magnite has offices across North America, EMEA, LATAM, and APAC.
Canada Pension Plan Investment Board acquired a new stake in Gen Digital Inc. (NASDAQ:GEN – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 18,600 shares of the company’s stock, valued at approximately $463,000.
Several other institutional investors have also recently made changes to their positions in GEN. State Street Corp raised its stake in Gen Digital by 3.4% during the 3rd quarter. State Street Corp now owns 30,558,806 shares of the company’s stock valued at $867,565,000 after purchasing an additional 1,015,755 shares during the period. Ameriprise Financial Inc. grew its holdings in Gen Digital by 6.7% during the 2nd quarter. Ameriprise Financial Inc. now owns 22,473,917 shares of the company’s stock valued at $660,730,000 after buying an additional 1,406,869 shares in the last quarter. First Trust Advisors LP grew its holdings in Gen Digital by 22.3% during the 4th quarter. First Trust Advisors LP now owns 19,941,546 shares of the company’s stock valued at $542,211,000 after buying an additional 3,640,451 shares in the last quarter. Boston Partners raised its position in shares of Gen Digital by 14.3% during the fourth quarter. Boston Partners now owns 15,644,289 shares of the company’s stock valued at $425,336,000 after buying an additional 1,954,712 shares during the last quarter. Finally, Geode Capital Management LLC raised its position in shares of Gen Digital by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 15,592,196 shares of the company’s stock valued at $422,461,000 after buying an additional 129,413 shares during the last quarter. Hedge funds and other institutional investors own 81.38% of the company’s stock.
Gen Digital Stock Up 2.1% NASDAQ GEN opened at $30.65 on Thursday. The company has a quick ratio of 0.47, a current ratio of 0.47 and a debt-to-equity ratio of 3.00. Gen Digital Inc. has a 52 week low of $17.78 and a 52 week high of $31.29. The firm has a market capitalization of $18.35 billion, a price-to-earnings ratio of 17.82, a PEG ratio of 0.95 and a beta of 1.22. The company has a fifty day moving average of $27.49 and a two-hundred day moving average of $23.93.
Gen Digital (NASDAQ:GEN – Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported $0.71 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.02. The business had revenue of $1.34 billion for the quarter, compared to the consensus estimate of $1.31 billion. Gen Digital had a net margin of 20.73% and a return on equity of 55.93%. The business’s revenue for the quarter was up 6.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.64 earnings per share. Gen Digital has set its FY 2027 guidance at 2.870-2.970 EPS and its Q2 2027 guidance at 0.710-0.730 EPS. On average, analysts predict that Gen Digital Inc. will post 2.64 earnings per share for the current year. Gen Digital Dividend Announcement The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 9th. Investors of record on Monday, August 17th will be given a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Monday, August 17th. Gen Digital’s dividend payout ratio is 29.07%.
Insider Activity In other news, Director Ondrej Vlcek sold 200,000 shares of the stock in a transaction that occurred on Thursday, August 27th. The stock was sold at an average price of $30.00, for a total value of $6,000,000.00. Following the sale, the director directly owned 3,332,904 shares in the company, valued at approximately $99,987,120. This represents a 5.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Travis Michael Witteveen sold 30,000 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $29.42, for a total value of $882,600.00. Following the sale, the insider directly owned 496,545 shares of the company’s stock, valued at $14,608,353.90. This represents a 5.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 630,260 shares of company stock valued at $17,967,726. 9.70% of the stock is owned by insiders.
Wall Street Analyst Weigh In A number of equities analysts recently weighed in on GEN shares. Barclays upped their target price on shares of Gen Digital from $27.00 to $32.00 and gave the stock an “equal weight” rating in a research report on Friday, August 7th. Weiss Ratings upgraded shares of Gen Digital from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, July 15th. Royal Bank Of Canada increased their price objective on shares of Gen Digital from $27.00 to $30.00 and gave the company a “sector perform” rating in a report on Friday, August 7th. Wall Street Zen lowered Gen Digital from a “buy” rating to a “hold” rating in a research report on Sunday, August 16th. Finally, Wells Fargo & Company raised their price objective on Gen Digital from $22.00 to $28.00 and gave the company an “equal weight” rating in a research report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $31.60.
Get Our Latest Report on Gen Digital
Gen Digital Company Profile (Free Report)
Gen Digital (NASDAQ: GEN) is a global cybersecurity company specializing in consumer- and small-business-focused security, privacy, and identity protection solutions. The company offers a suite of products designed to safeguard devices, networks, and personal information against malware, ransomware, phishing attacks and other digital threats. With a focus on user-friendly interfaces and cross-platform compatibility, Gen Digital develops antivirus software, VPN services, parental controls, password management tools, and comprehensive identity-theft monitoring services.
Gen Digital traces its origins to the consumer software division of Symantec Corporation, which was spun off in late 2019 under the NortonLifeLock name.
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Společnost SLB oznámila koupi Kelvion za zhruba 4,1 miliardy USD, čímž posiluje sázku na datová centra. Management cílí na tržby 4,5 až 5 miliard USD v roce 2028 v tomto segmentu.
This is a fair market value price provided by Massive. Learn more.
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SLB NYSE: SLB just made a clear bet that data centers, not oil wells, define its next decade. On Aug. 31, the company announced it has signed an agreement to acquire Kelvion, a century-old thermal-management specialist, for approximately $3.4 billion in cash and the assumption of approximately $0.7 billion of debt, bringing the total transaction value to approximately $4.1 billion.
Most coverage framed it as another modular infrastructure tuck-in to the company's existing oil services business. That undersells it.
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Paired with SLB's expanding NVIDIA NASDAQ: NVDA partnership and its rapidly scaling Data Center Solutions unit, the Kelvion deal signals SLB is building a genuine second growth engine. Management is targeting $4.5 billion to $5 billion in 2028 revenue for the combined Data Center Solutions business. The real question for investors: Is that engine big enough to change how the market values the company's stock?
SLB’s $4.1 Billion Kelvion Acquisition Adds Data Center GrowthKelvion isn't a startup chasing the AI boom. Founded more than 100 years ago, the company is expected to generate $2.3 billion to $2.4 billion in revenue in 2026 and $350 million to $400 million in adjusted EBITDA. Data centers are already its largest and fastest-growing segment, projected to contribute $1.2 billion to $1.3 billion of that revenue this year.
Kelvion booked $1.5 billion in orders in the first half of 2026 alone, up 43% year-over-year. This is a scaled, profitable business SLB is buying at a reasonable multiple.
SLB’s NVIDIA Partnership Strengthens Its Data Center StrategyThe strategic logic builds directly on work SLB was already doing. In March, SLB expanded its partnership with NVIDIA to become the modular design partner for NVIDIA's DSX AI factories, alongside a joint "AI Factory for Energy" initiative.
SLB's Data Center Solutions revenue has grown at a compound annual rate exceeding 90% since 2024, with more than 2 gigawatts of delivered capacity. Cooling was the missing piece. CEO Olivier Le Peuch said the deal "more than doubles" SLB's revenue opportunity per gigawatt delivered, turning modular construction into a fuller-service data-center platform rather than a single-discipline contractor.
Why SLB’s Kelvion Deal Can Be Accretive Despite Higher DebtSLB is financing the deal with existing cash and debt, not new shares, which matters for the accretion language in the press release. Because share count won't change, earnings per share (EPS) accretion depends only on whether Kelvion's earnings outpace the after-tax cost of the new debt.
At roughly 11 times 2026 EBITDA before synergies—an implied yield near 9%—Kelvion clears that bar comfortably against SLB's investment-grade borrowing costs, even before the $120 million in annual synergies management expects within three years. SLB says leverage stays within its 1.5x net debt-to-EBITDA target, preserving the balance sheet discipline it has emphasized to shareholders.
SLB Stock Faces a Perception Gap as Oilfield Earnings DeclineThis company's last four earnings reports reveal an earnings-per-share (EPS) story that provides important context for the Kelvion deal. SLB has beaten consensus EPS estimates in recent quarters, but adjusted EPS continues to decline year over year (YOY). It was down 26% in the second quarter of 2026 and 28% in the first quarter, as oilfield pricing softened and Middle East disruptions weighed on the Production Systems segment.
Full-year 2025 adjusted EPS fell approximately 24%. Headlines will continue to focus on the beats. The more relevant fact is that the company's legacy business is under real, sustained pressure. This raises the stakes on Kelvion rather than lowering them. A credible, scaling second growth engine matters more, not less, when the core business is shrinking.
Can SLB’s Data Center Business Become a Meaningful Growth Engine?Even at the high end of the $4.5 billion to $5 billion 2028 target, data centers would represent roughly 12% to 14% of SLB's current revenue base of approximately $36 billion. That's meaningful, but not yet transformative.
Kelvion alone won't re-rate SLB into a technology multiple. But layered onto sustained 90%-plus growth in Data Center Solutions, an active NVIDIA partnership, and now a profitable thermal-management platform, it's a credible enough trajectory that investors should start pricing SLB as two businesses rather than one — even if the second one is still the smaller of the pair.
SLB Stock Technical Analysis: Can $55 Hold as Support?The chart adds a technical layer to that argument. SLB shares spiked from the mid-$50s to a 52-week high over $60 immediately after the Kelvion announcement, then pulled back to close near $57.16. That's a classic sell-the-news retracement following an initial pop.
Even after that pullback, SLB trades comfortably above both its 50-day ($50.35) and 200-day ($48.84) simple moving averages, and both are trending higher, which is a constructive setup technically.
The prior range top near $55, tested repeatedly from March through June before a summer sell-off dragged shares to the mid-$40s, is now acting as support rather than resistance. As long as SLB holds that zone, the technical trend still favors buyers digesting the news rather than a market losing conviction in the deal.
SLB Stock Outlook: Kelvion Deal Could Reshape the Growth Story81st Percentile
Moderate Buy
5.6% Upside
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Strong
0.86 N/A
27.60%
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Kelvion won't turn SLB into a data-center pure play overnight.
Investors also must consider that a closing timeline stretching into the first half of 2027 leaves plenty of room for integration risk and regulatory review to intrude.
But the deal sharpens a thesis that's been building since the NVIDIA expansion. SLB is diversifying away from a legacy business that's still losing ground YOY and financing the move without diluting shareholders.
Since the announcement, the SLB analyst forecasts on MarketBeat show three analysts have reiterated a Buy or equivalent rating on SLB. The chart suggests the market is only just now starting to notice.
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DocuSign Inc. (NASDAQ:DOCU) shares are in the spotlight, with earnings on deck today, key growth metrics in focus, a technical setup showing a repaired trend and Edge Rankings all drawing attention.
Docusign stock is gaining positive traction. What’s pushing DOCU stock higher? Earnings Preview & HistoryDocuSign is scheduled to report second-quarter fiscal 2027 earnings today after market close. Analysts estimate EPS of $1.09 along with revenue of $867.43 million. For the prior quarter, DocuSign reported non-GAAP EPS of $1.09, beating estimates of 99 cents. The company also posted revenue of $830.2 million, up 9% year-over-year, in line with consensus expectations.
What to Watch: IAM Adoption, ARR Guidance, AI Partnerships, and BuybackInvestors will be closely tracking Intelligent Agreement Management adoption, since IAM represented 12.6% of total annual recurring revenue as of April 30, up from 10.8% at the end of the prior quarter and remains central to DocuSign’s growth strategy. Full-year ARR guidance will also be in focus, with management projecting 8.25% to 8.75% year-over-year growth to over $3.5 billion by the end of fiscal 2027.
Commentary on the company’s AI integrations, including its recent Google Cloud partnership, along with share buyback activity — which management has said will more than offset dilution from stock compensation — should offer additional signals on margin expansion heading into the back half of the year.
A Repaired Trend Testing Prior ResistanceDocusign is trading about 8% above its 20-day SMA ($61.66) and more than 20% above its 50-day SMA ($54.74), which keeps the intermediate trend pointed up and suggests pullbacks have been getting bought. It’s also roughly 24% above the 200-day SMA ($53.63), reinforcing that the longer-term trend has repaired since the first-half lows.
MACD is the cleaner momentum read here: it’s above its signal line with a positive histogram, which typically means upside pressure is building versus the recent baseline rather than fading. In plain terms, MACD compares two moving averages to gauge whether momentum is improving or cooling, and being above the signal line leans bullish.
The next technical test is whether price can work through the prior supply zone near the low $70s after the recent swing high in August, or whether it needs to digest gains first. If the stock slips, traders will watch whether it can stay constructive above the mid-to-high $50s area that has acted as a prior demand zone.
Key Resistance: $71.00 — a nearby round-number area that can act as a pivot where rebounds stall Key Support: $58.50 — a nearby level tied to a prior demand zone and closer to the 20-day/50-day trend structure Benzinga Edge RankingsBelow is the Benzinga Edge scorecard for DocuSign, highlighting its strengths and weaknesses compared to the broader market:
Momentum: Bullish (Score: 76.64) — The stock is screening as an above-average momentum name, consistent with price holding well above key moving averages. Value: Moderate (Score: 47.75) — Valuation looks closer to the middle of the pack, though the premium P/E suggests the market is still paying up for the growth profile. Growth: Bullish (Score: 96.56) — Growth factors are a key support for the bull case, helping explain why buyers have been willing to defend the uptrend. The Verdict: DocuSign’s Benzinga Edge signal reveals a growth-led profile with supportive momentum, which fits a stock that’s been trending above its major moving averages. The trade-off is that value is only moderate, so follow-through likely depends on DOCU continuing to deliver on growth expectations.
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DocuSign Shares Edge HigherDOCU Price Action: At the time of publication, DocuSign shares are trading 2.25% higher at $66.86, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Frequency Exchange získala schválení pro prodej NIKKI na Best Buy Marketplace a cílí na první kanadské uvedení na trh ve 4. čtvrtletí 2026. Firma zároveň uvádí závazky ve výši přibližně 600 000 CAD k první tranši financování.
Vancouver, British Columbia, September 3, 2026 – TheNewswire – Frequency Exchange Corp. (TSXV: FREQ | OTC: FRECF | FSE: YC6) (“Frequency Exchange” or the “Company”) is pleased to announce that NIKKI, the Company’s wearable wellness device, has been approved for sale on Best Buy Marketplace, the third-party seller platform available through BestBuy.ca and the Best Buy app. The Company is targeting an initial Canadian launch in Q4 2026.
The launch is being advanced in collaboration with Ripple Distribution and TKG Partners, Frequency Exchange’s retail distribution partner. Ripple/TKG is working with the Company to expand NIKKI’s presence across major retailers in Canada and select international markets. Frequency Exchange views Best Buy as a significant first step in expanding its NIKKI wellness platform into mainstream consumer retail and establishing additional distribution channels.
Best Buy already serves consumers through an established ecosystem of leading wearable and health-tracking brands, including Apple, WHOOP, Oura and Fitbit. NIKKI is designed to complement this ecosystem by offering consumers a frequency-based wellness platform alongside the tracking and monitoring capabilities of their existing devices.
NIKKI delivers frequency-based wellness programs designed to support sleep, stress, recovery and overall vitality, and can be used independently or alongside existing wearable and health-tracking devices.
Stephen Davis, CEO of Frequency Exchange, commented: “This represents a significant advancement for NIKKI and for our commercialization strategy. As we prepare for NIKKI’s planned launch on Best Buy Marketplace, we are also encouraged to have approximately CAD$600,000 in commitments already secured toward the first tranche of our current financing. This early support comes at an important time as we move into the next stage of execution, with Best Buy Marketplace, additional retail opportunities and international distribution all advancing.”
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Davis added: “Best Buy has helped bring wearable health-tracking technology into the mainstream, giving consumers access to leading devices that track areas such as sleep, stress, activity and recovery. With NIKKI, we believe Best Buy now has the opportunity to help introduce the next evolution of wearable wellness, a technology designed to support the very areas those devices are tracking. Just as Best Buy helped consumers discover wearable tracking technology, we believe it can play an important role in introducing NIKKI as the companion to that technology.”
The Company believes the planned Q4 launch represents a pivotal commercial milestone for NIKKI. As NIKKI becomes available to consumers through Best Buy Marketplace, the technology is also expected to gain additional exposure through Superhuman 2: REBIRTH, a major documentary focused on frequencies, while Frequency Exchange continues to advance NIKKI’s introduction to consumers through its access to more than 7,000 wellness clinics in the United States.
Together, these initiatives are expected to position NIKKI across three complementary channels — mainstream retail, practitioner access and consumer media — creating multiple avenues for consumer discovery, adoption and long-term brand development.
About Ripple Distribution and TKG Partners
Ripple Distribution and TKG Partners are an end-to-end retail distribution partner focused on building brands through channel development, sales and retail expansion across North American and international markets. Ripple/TKG maintains relationships with a broad network of major retailers that the Company believes represent potential future opportunities for NIKKI.
About Frequency Exchange Corp.
Frequency Exchange Corp. (TSXV: FREQ | OTC: FRECF | FSE: YC6) is a technology company building the next generation of wearable digital wellness solutions through its flagship platform, NIKKI®. Unlike traditional wearable devices that primarily monitor health metrics, NIKKI delivers personalized frequency-based wellness programs designed to support sleep, stress, recovery, energy and overall wellbeing. Originally developed through research supporting individuals living with Lyme disease, NIKKI has evolved into a scalable digital wellness platform addressing some of today’s largest global health challenges.
For additional information, please visit www.frequencyexchangecorp.com or www.wearenikki.com.
Investor Contacts:
Frequency Exchange Corp. FREmedica Technologies Inc.
This news release contains forward-looking statements within the meaning of applicable securities laws. These statements reflect the Company’s current expectations and are subject to a number of risks and uncertainties that could cause actual results to differ materially. Readers are cautioned not to place undue reliance on forward-looking statements.
Additional information identifying risks and uncertainties is contained in filings by the Company with the Canadian securities regulators, which filings are available under the Company’s profile on SEDAR+ at www.sedarplus.ca.
Neither the Exchange nor its Regulation Services Provider (as that term is defined in the policies of the Exchange) accepts responsibility for the adequacy or accuracy of this release.
Enphase Energy rozšířila kompatibilitu měření pro IQ EV Charger 2 v několika evropských trzích, takže chytré nabíjení EV půjde i bez solárního či bateriového systému Enphase.
Expanded metering compatibility lets IQ EV Charger 2 work intelligently on its own, with existing solar systems, or as part of an Enphase Energy System
FREMONT, Calif., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced expanded metering compatibility for the Enphase® IQ® EV Charger 2 across several European markets. The expanded compatibility makes it easier for installers to bring smart EV charging to more homes, including those without an Enphase solar or battery system.
The IQ EV Charger 2 can use home metering data from compatible smart meters or CT-based metering solutions to enable dynamic load balancing and green charging. This allows the charger to operate intelligently whether it is installed on its own, with an existing solar system, or as part of an Enphase Energy System.
Dynamic load balancing automatically adjusts EV charging as electricity use in the home changes, helping prevent overloads and keep charging within the home’s available electrical capacity. Green charging uses available surplus solar energy to charge the vehicle and works with compatible third-party solar systems as well as Enphase solar.
Smart meter integrations include Linky in France through TIC, P1/DSMR in the Netherlands, Belgium, and Luxembourg, and HAN connections in Norway. In other markets, installers can use compatible CT-based metering solutions.
“The P1 connection is already sitting in many Dutch homes, and now we can use it,” said Dennis Dijkman, director at Dijkman Zonne-energie, an installer of Enphase products in the Netherlands. “Wired or wireless, we get load balancing and solar charging working quickly, whether or not the customer has an Enphase system.”
“With this new metering solution, it’s now easier to install a standalone IQ EV Charger 2,” said Simon Webb, managing director at Wow Energy, an installer of Enphase products in the United Kingdom. “It can help keep the customer inside their DNO fuse limit and even provide solar charging in homes where the customer does not have an Enphase system.”
“IQ EV Charger 2 is designed to work with the energy system homeowners have today and grow with them over time,” said Jayant Somani, senior vice president of the digital business unit at Enphase Energy. “Homeowners can start with smart EV charging, charge from solar when available, and expand over time with Enphase solar, batteries, and energy management — all designed to work together as one integrated energy system.”
For more information about the Enphase IQ EV Charger 2, please visit the Enphase website for France, the Netherlands, Belgium (French and Dutch), Luxembourg, Norway, the United Kingdom and Germany.
About Enphase Energy, Inc.
Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 89.4 million microinverters, with approximately 5.3 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.
This press release may contain forward-looking statements, including statements related to the expected capabilities, performance, compatibility, availability, and customer and installer benefits of Enphase Energy's technology and products, including the Enphase IQ EV Charger 2, its meter integrations, dynamic load balancing, green charging, and the Enphase Installer App. These forward-looking statements are based on Enphase Energy's current expectations and assumptions and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. Such risks include, but are not limited to, the availability and compatibility of third-party smart meters and metering hardware, changes to utility and regulatory requirements in European markets, and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy's most recently filed Annual Report on Form 10-K, Quarterly Report on Form 10-Q, and other filings made from time to time with the Securities and Exchange Commission. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, or changes in its expectations, except as required by law.
CMS oznámila, že čínský úřad NMPA schválil Lumirix® pro léčbu mírné až středně těžké atopické dermatitidy. Jde o rozšíření indikace po lednovém schválení pro vitiligo.
SHENZHEN, CHINA, Sept. 03, 2026 (GLOBE NEWSWIRE) -- China Medical System Holdings Limited (“CMS” or the “Group”) is pleased to announce that its subsidiary, Dermavon Holdings Limited (“Dermavon”, an innovative pharmaceutical company specialized in skin health which is applying for a separate listing on the Main Board of The Stock Exchange of Hong Kong Limited) received the approval from the National Medical Products Administration of China (NMPA) for the New Drug Application (NDA) of ruxolitinib phosphate cream (Lumirix®) for the treatment of mild to moderate atopic dermatitis (“AD”) on 2 September 2026. The drug registration certificate was obtained on 3 September 2026. The product is indicated for the topical short-term and non-continuous chronic treatment of mild to moderate atopic dermatitis in non-immunocompromised adult and pediatric patients 2 years of age and older whose disease is not adequately controlled with topical prescription therapies or when those therapies are not advisable.
The NDA for indication AD has been approved for inclusion in the Priority Review List by the Center for Drug Evaluation (CDE) of the NMPA based on its qualification as a “new variety, dosage form and specification of pediatric drug that conforms to the physiological characteristics of children”, which effectively shortened the product's review process and accelerated the marketing approval for the AD indication.
From “First Topical JAK Inhibitor” to Indication Expansion, Lumirix® Continues to Deliver Clinical Value
In January 2026, Lumirix® was approved for marketing by the NMPA, becoming the first topical JAK inhibitor approved in China for the treatment of vitiligo. The approval of this NDA for the additional indication of AD offers a novel treatment option for pediatric patients 2 years of age and older, adolescent and adult AD patients, with safety and efficacy supported by clinical data*.
Previously, Lumirix® achieved positive results in a randomized, double-blind, placebo-controlled phase III clinical trial in China for mild to moderate AD:
Robust Efficacy: Lumirix® successfully met its primary endpoint— a significantly higher proportion of patients treated with Lumirix® achieved IGA (Investigator's Global Assessment) of 0 or 1 with at least two grades of reduction from baseline at week 8, compared with placebo (63.0% vs 9.2%, P < 0.001). For the key secondary endpoint, the proportion of subjects achieving at least a 75% improvement from baseline in the Eczema Area and Severity Index score (EASI 75) of treatment with Lumirix® was also significantly higher than that of the placebo group, at week 8 (78.0% vs 15.4%, P < 0.001).Favorable Safety Profile: the severity of treatment-emergent adverse events (TEAE) during the treatment period was mostly mild or moderate, with no TEAEs leading to discontinuation of the study drug. Overall, Lumirix® was safe and well-tolerated. *Based on Phase III clinical data from China and overseas.
Building the AD “treatment + care” Solution to Strengthen Dermavon's Skin Health Layout
AD is a chronic, recurrent and inflammatory dermatologic disease. According to CIC Report, there were over 54 million AD patients in China in 2024[1]. To address the needs of AD patients from treatment to daily care, Dermavon has built a comprehensive “treatment + care” solution:
Topical formulation: Lumirix® (mild-to-moderate AD) – Marketed in ChinaInjectable biological agent: Comekibart Injection (moderate-to-severe AD) – Under NDA review in ChinaOral small molecule targeted drug: CMS-D001 (moderate-to-severe AD) – Phase II clinical trialDaily repair: Heling Soothing Product Series – Marketed in China Simultaneously, the indication expansion of Lumirix® will strengthen Dermavon’s strategic layout in the field of skin treatments and create synergies with its commercialized innovative drug ILUMETRI (tildrakizumab injection), commercialized exclusive drug Hirudoid (mucopolysaccharide polysulfate cream), and a series of innovative drugs under development and dermatological skin care products, in terms of expert network and market resources, thereby potentially enhancing Dermavon's market competitiveness and brand influence in the field of skin health.
About AD
AD is a chronic, recurrent and inflammatory dermatologic disease, with the main clinical manifestations of dry skin, chronic eczema-like lesions and obvious itching or pruritus, which may seriously affect the quality of life of patients. It is estimated that there were over 54 million AD patients in China as of 2024. Based on SCORAD scores, mild to moderate AD accounts for 98% of these cases, representing over 52.5 million patients[1]. Topical drugs are the most basic treatment for AD. Traditional topical medications such as topical corticosteroids (TCS) and topical calcineurin inhibitors (TCIs) have clinical pain points with long-term adverse reactions or limited efficacy, therefore novel treatments are urgently needed.
More Information About Ruxolitinib Phosphate Cream
Ruxolitinib phosphate cream is a novel cream formulation of the selective JAK1/JAK2 inhibitor ruxolitinib developed by Incyte. Incyte has worldwide rights for the development and commercialization of ruxolitinib phosphate cream, marketed in the United States and Europe as Opzelura®. Opzelura® and the Opzelura® logo are registered trademarks of Incyte. In the U.S., ruxolitinib phosphate cream is the first topical JAK inhibitor approved by the U.S. Food and Drug Administration (FDA) for the topical treatment of non-segmental vitiligo in adult and pediatric patients 12 years of age and older, and for the topical short-term and non-continuous chronic treatment of mild to moderate atopic dermatitis in non-immunocompromised adult and pediatric patients 2 years of age and older whose disease is not adequately controlled with topical prescription therapies or when those therapies are not advisable[2]. In Europe, ruxolitinib phosphate cream is approved for the treatment of non-segmental vitiligo with facial involvement in adults and adolescents from 12 years of age, as well as the treatment of moderate atopic dermatitis in adult patients for whom topical corticosteroids and topical calcineurin inhibitors are inadequate or inappropriate[3,4].
On 2 December 2022, Dermavon entered into a Collaboration and License Agreement with Incyte for ruxolitinib phosphate cream, obtaining an exclusive license to develop, register and commercialize the product in Mainland China, Hong Kong Special Administrative Region, Macau Special Administrative Region, Taiwan Region and eleven Southeast Asian countries (the “Territory”) and a non-exclusive license to manufacture the product in the Territory. Dermavon has sublicensed the relevant rights for the product outside of Mainland China to the Group (excluding Dermavon).
About CMS
CMS is an innovative pharmaceutical company focused on the identification, building, and full lifecycle management of differentiated specialty pharmaceuticals. With a dual-engine approach of in-house R&D and collaborative R&D, and leveraging its core capability to build markets and brands from the ground up, the Group enables each medicine to fully realize both its clinical value and commercial value.
CMS has established an end-to-end capability loop across the full product lifecycle—precisely identifying quality innovation targets, matching them with optimal development pathways, and efficiently advancing clinical development and registration; developing medical strategies aligned with clinical needs, and driving scaled clinical adoption through a professional academic promotion system and network.
CMS focuses on advantaged specialties including cardiovascular-kidney-metabolic, central nervous system, gastroenterology, ophthalmology, and skin health. Through professional academic promotion and academic resources across multiple disease areas, CMS has built sustainable scale advantages in specialties, with its skin health business becoming a leading player in its segment. Meanwhile, CMS continues to strengthen its international replication capabilities, validating the transferability of its business model in emerging markets such as Southeast Asia and the Middle East, and injecting long-term momentum for the Group’s high-quality, sustainable development.
References
1.China Insights Consultancy’s industrial report
2.The U.S. FDA approval information can be found on the Incyte official website, as follows: https://investor.incyte.com/news-releases/news-release-details/incyte-announces-additional-fda-approval-opzelurar-ruxolitinib
3.The EMA approval information for vitiligo indication can be found on the Incyte official website, as follows: https://investor.incyte.com/news-releases/news-release-details/incyte-announces-european-commission-approval-opzelurar
4.The EMA approval information for AD indication can be found on the Incyte official website, as follows: https://investor.incyte.com/news-releases/news-release-details/opzelurar-ruxolitinib-cream-becomes-first-steroid-free-topical
CMS Disclaimer and Forward-Looking Statements
This press release is not intended to promote any products to you and is not for advertising purposes. This press release does not recommend any drugs, medical devices and/or indications. If you want to know more about the diagnosis and treatment of specific diseases, please follow the opinions or guidance of your doctor or other medical and health professionals. Any treatment-related decisions made by healthcare professionals should be based on the patient’s specific circumstances and in accordance with the drug package insert.
This press release which has been prepared by CMS does not constitute any offer or invitation to purchase or subscribe for any securities, and shall not form the basis for or be relied on in connection with any contract or binding commitment whatsoever. This press release has been prepared by CMS based on information and data which it considers reliable, but CMS makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this press release. Certain matters discussed in this press release may contain statements regarding the Group’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. Any forward-looking statements and projections made by third parties included in this press release are not adopted by the Group and the Company is not responsible for such third-party statements and projections.
AppLovin ve 2. čtvrtletí 2026 zvýšil tržby na 1,92 miliardy USD a marže upravené EBITDA dosáhla 84 %, přesto dva investoři akcii po rozboru odmítli kvůli obavám o udržitelnost algoritmické výhody.
AppLovin prints $1.9 billion quarters and 84% margins, yet two disciplined investors studied the model and walked away. Their reason cuts to the heart of what separates a durable moat from a very good algorithm.
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Shares of AppLovin (NASDAQ:APP | APP Price Prediction) closed at $319.05 on September 2, marking a 52.7% year-to-date decline for a stock that spent late 2025 above $656. On the September 3, 2026, episode of The Investor’s Podcast Network’s We Study Billionaires, hosts Kyle Grieve and Shawn O’Malley devoted a full teardown to the mobile ad platform. Grieve framed the show as “TIP843: AppLovin (APP): The 30-Bagger Down More Than Half.” After walking through the model, both hosts passed.
An Ad Platform Bigger Than Pinterest, Snap, and Reddit Combined The scale is the first thing that lands. Grieve noted that “the advertising spend on AppLovin is more than Pinterest, Snapchat’s and Reddit’s combined revenue.” That comparison puts the AXON 2 engine in context for readers outside ad tech. AppLovin runs a marketplace where mobile game publishers and, increasingly, e-commerce brands bid for user attention through the company’s recommendation algorithm.
Asset-light in this context means the platform monetizes traffic without owning the audience: no content studio, no consumer app, minimal capex. O’Malley pointed to “over 79% over the last 12 months” adjusted EBITDA margins and $7.6 million in revenue per employee as evidence of that model. Q2 2026 revenue reached $1.92 billion, up 52.82% year over year, with an 84% adjusted EBITDA margin, per AppLovin’s Q2 2026 8-K exhibit filed with the SEC.
Founder Who Said No to a Billion Dollars Grieve recounted CEO Adam Foroughi’s 2015 decision to turn down an acquisition offer: “He walked away hoping for a valuation closer to a billion dollars. To give you an idea of how big a mistake that would have been, the company is now valued at a little over a hundred billion dollars today.” AppLovin’s market cap stands near $107.2 billion as of September 3, 2026. The anecdote set up the hosts’ capital-allocation debate.
Where the Two Hosts Diverged on Capital Allocation Grieve graded the buyback program highly. AppLovin repurchased 1.1 million Class A shares for $551.3 million in Q2 2026 and 6.4 million shares for $2.58 billion across full-year 2025. O’Malley took a more skeptical view of overall capital allocation, citing prior M&A history that included studio acquisitions later divested. The company recorded a $188.9 million goodwill impairment and a $99.4 million loss from discontinued operations in FY 2025. Grieve graded buybacks well; O’Malley graded the full record as average. Both positions stayed on the table.
Why Both Investors Passed Grieve’s core concern was the durability of an algorithmic moat: “There’s just something I don’t really like about a business whose core advantage is a really good algorithm, because it feels like another business can just write a better algorithm and then poof, there goes your business model.” He layered on saturation risk, noting roughly 55% of top mobile games are already on Max.
O’Malley framed the same worry through platform economics. With Google and Meta, “it’s sort of transcended just the algorithm” because network effects anchor the business regardless of which quarter’s ranking model wins. AppLovin looks more like a pure technology bet in his framing.
The hosts invoked a circle-of-competence argument, the Warren Buffett idea that investors should only underwrite businesses they can accurately model. Both said ad-tech algorithms sit outside theirs, echoing their earlier caution on Trade Desk (NASDAQ:TTD). Grieve’s base case used a 17% revenue CAGR, 77% EBITDA margins, and a 13x EV/EBITDA multiple to reach a $480 price target implying a 9% CAGR. His verdict: “My thoughts on this business are that it’s a pass. While it certainly offers upside, I just don’t think I could find myself getting comfortable enough with the business to ever have it in the intrinsic value portfolio or my personal account.”
What Investors Should Take From Two Careful Passes Foroughi is running the buyback aggressively, and Q3 2026 guidance calls for revenue of $2.055 billion to $2.085 billion at roughly 83% adjusted EBITDA margin. The CEO’s conviction is expressed in capital returns. Grieve and O’Malley’s restraint is a reminder that two disciplined investors can pass on one of the best businesses either of them has ever modeled without predicting a break. Readers weighing AppLovin after the drawdown should decide whether an algorithm is the kind of moat they are willing to hold through a competitive shock.
Contact [email protected] for any questions or corrections.
JOHNS CREEK, Ga., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Saia, Inc. (Nasdaq: SAIA) is providing LTL shipment and tonnage data for the first two months of the third quarter. In July 2026, LTL shipments per workday increased 0.8%, LTL tonnage per workday increased 7.8% and LTL weight per shipment increased 7.0%, each compared to July 2025. In August 2026, LTL shipments per workday increased 1.1%, LTL tonnage per workday increased 8.7% and LTL weight per shipment increased 7.5%, each compared to August 2025.
These changes are summarized in the table below:
July 2026
versus July 2025 August 2026
versus August 2025 Quarter to Date (QTD) 2026
versus QTD 2025LTL Shipments per workday0.8% 1.1% 1.0%LTL Tonnage per workday7.8% 8.7% 8.3%LTL Weight per shipment7.0% 7.5% 7.2% Actual third quarter and annual shipments, tonnage and weight per shipment could differ materially from the data expressed in this press release, including by reason of the risk factors included in Item 1A of the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, and in other filings with the Securities and Exchange Commission. The information herein speaks as of the date of this press release and is subject to change. Saia is under no obligation, and expressly disclaims any obligation to update or alter such information, whether as a result of new information, future events, or otherwise, except as required by law.
Saia, Inc. (Nasdaq: SAIA) offers customers a wide range of less-than-truckload, brokered truckload, expedited transportation and other logistics services. With headquarters in Georgia, Saia LTL Freight operates 218 terminals with national service. For more information on Saia, Inc. visit the Investor Relations section at www.saia.com/about-us/investor-relations.
The Securities and Exchange Commission encourages companies to disclose forward-looking information so that investors can better understand the future prospects of a company and make informed investment decisions. This news release may contain these types of statements, which are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.
Words such as “anticipate,” “estimate,” “expect,” “project,” “intend,” “may,” “plan,” “predict,” “believe,” “should,” “potential” and similar words or expressions are intended to identify forward-looking statements. Investors should not place undue reliance on forward-looking statements and the Company undertakes no obligation to publicly update or revise any forward-looking statements, except as required by law. All forward-looking statements reflect the present expectation of future events of our management as of the date of this news release and are subject to a number of important factors, risks, uncertainties and assumptions that could cause actual results to differ materially from those described in any forward-looking statements. These factors, risks, uncertainties and assumptions include, but are not limited to, (1) general economic conditions including downturns or inflationary periods in the business cycle; (2) operation within a highly competitive industry and the adverse impact from downward pricing pressures, including in connection with fuel surcharges, and other factors; (3) industry-wide external factors largely out of our control; (4) cost and availability of qualified drivers, dock workers, mechanics and other employees, purchased transportation and fuel; (5) inflationary increases in expenses and corresponding reductions of profitability; (6) cost and availability of diesel fuel and fuel surcharges; (7) cost and availability of insurance coverage and claims expenses and other expense volatility, including for personal injury, cargo loss and damage, workers’ compensation, employment and group health plan claims; (8) failure to successfully execute the strategy to expand our service geography; (9) unexpected liabilities resulting from the acquisition of real estate assets; (10) costs and liabilities from the disruption in or failure of our technology or equipment essential to our operations, including as a result of cyber incidents, security breaches, malware or ransomware attacks; (11) risks arising from remote work, including increased risk of related cybersecurity incidents; (12) failure to keep pace with technological developments; (13) liabilities and costs arising from the use of artificial intelligence; (14) labor relations, including the adverse impact should a portion of our workforce become unionized; (15) cost, availability and resale value of real property and revenue equipment; (16) supply chain disruption and delays on new equipment delivery; (17) changes in U.S. trade policy and the impact of tariffs; (18) capacity and highway infrastructure constraints; (19) risks arising from international business operations and relationships; (20) seasonal factors, harsh weather and disasters caused by climate change; (21) the creditworthiness of our customers and their ability to pay for services; (22) our need for capital and uncertainty of the credit markets; (23) the possibility of defaults under our debt agreements, including violation of financial covenants; (24) inaccuracies and changes to estimates and assumptions used in preparing our financial statements; (25) dependence on key employees; (26) employee turnover from changes to compensation and benefits or market factors; (27) increased costs of healthcare benefits; (28) damage to our reputation from adverse publicity, including from the use of or impact from social media; (29) failure to achieve acquisition synergies or disruption to our business due to such acquisitions; (30) the effect of litigation and class action lawsuits arising from the operation of our business, including the possibility of claims or judgments in excess of our insurance coverages or that result in increases in the cost of insurance coverage or that preclude us from obtaining adequate insurance coverage in the future; (31) the potential of higher corporate taxes and new regulations, including with respect to climate change, employment and labor law, healthcare and securities regulation; (32) unforeseen costs from new and existing data privacy laws; (33) the effect of governmental regulations, including hours of service and licensing compliance for drivers, engine emissions, the Compliance, Safety, Accountability (CSA) initiative, regulations of the Food and Drug Administration and Homeland Security, and healthcare and environmental regulations; (34) changes in accounting and financial standards or practices; (35) widespread outbreak of an illness or any other communicable disease; (36) international conflicts and geopolitical instability; (37) evolving stakeholder expectations regarding environmental and social issues; (38) government shutdown or failure to fund services; (39) provisions in our governing documents and Delaware law that may have anti-takeover effects; (40) issuances of equity that would dilute stock ownership; (41) weakness, disruption or loss of confidence in financial or credit markets; and (42) other financial, operational and legal risks and uncertainties detailed from time to time in the Company’s SEC filings.
As a result of these and other factors, no assurance can be given as to our future results and achievements. Accordingly, a forward-looking statement is neither a prediction nor a guarantee of future events or circumstances and those future events or circumstances may not occur. You should not place undue reliance on the forward-looking statements, which speak only as of the date of this news release. We are under no obligation, and we expressly disclaim any obligation, to update or alter any forward-looking statements, whether as a result of new information, future events or otherwise, except as otherwise required by law.
CONTACT:Saia, Inc. Matthew Batteh Executive Vice President and Chief Financial Officer [email protected]
Akcie Coherent za poslední tři měsíce klesly o 35,64 %, ale Wall Street má průměrný 12měsíční cíl 416,09 USD, tedy asi 55 % nad cenou 268,64 USD. Rosenblatt zvýšil cíl na 500 USD.
Coherent just handed back a third of its value in three months without a single crack in its operating story, and Wall Street is responding by piling on price target upgrades instead of downgrades. Something about this setup does not…
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Coherent (NYSE:COHR | COHR Price Prediction) trades at $268.64, while Wall Street’s average 12-month price target sits at $416.09. That gap implies roughly 55% upside, and the Street-high call from Rosenblatt Securities at $500 takes the potential move closer to doubling.
Coherent is the pure-play photonics vendor supplying the lasers, transceivers, and optical subsystems that stitch together AI datacenters. Its Datacenter & Communications segment produced 79% of last quarter’s revenue and grew 59% year over year. Coherent also joined the S&P 500 this year, adding a passive-flow tailwind to an already crowded bull story.
None of that stopped the stock from cratering over the summer, which is why the dislocation now looks so extreme. Coherent sits inside the broader AI infrastructure buildout, and we profiled seven of the picks-and-shovels suppliers powering that trade, from optics to cooling, in a free report you can grab here.
A 36% Three-Month Gut Punch on No Fundamental Break Shares fell 35.64% over the past three months, sliding from $417.43 to current levels. That is a peer-leading drawdown, and it happened without a single crack in the operating story.
The catalysts were technical. Coherent completed a $2 billion common stock issuance that added supply pressure. AI-optical names had rallied violently into August, and profit-taking spread across the group. The Q4 earnings report on August 12 actually beat, with non-GAAP EPS of $1.74 versus the $1.6171 estimate and revenue of $2.045 billion up 33.74% year over year. The market still faded the earnings report, worried about capex intensity and the 87.45% collapse in full-year operating cash flow tied to $1.1 billion in capacity spending.
Rosenblatt’s $500 Call and Why the Sell Side Is Digging In With upside to the average target now above 50% and Rosenblatt’s high call implying an 86% move, the bull thesis has become the centerpiece of the story. Rosenblatt lead analyst Mike Genovese lifted his target from $425 to $500, citing accelerating 800G and 1.6T transceiver shipments, Coherent’s vertical integration in six-inch indium phosphide wafers, and structural gross-margin expansion.
Management’s own commentary supports the aggressive math. CEO Jim Anderson told investors bookings extend into calendar 2028, long-term agreements run through the end of the decade, and Coherent has seen “absolutely no push out of CPO demand.” Management is targeting the first $3 billion revenue quarter by the end of fiscal 2027. Consensus EPS estimates for fiscal 2027 have been revised up from $8.0885 to $9.4061 over the past 90 days.
Of Coherent’s 23 covering analysts, 4 rate the stock Strong Buy, 14 Buy, and 5 Hold, with no Sell ratings. Recent activity has been dominated by upward revisions, not downgrades. Targets remain projections, and the direction of travel is one-sided.
Photonics Peers Tell a Split-Screen Story The AI-optical group did not sell off in unison. Coherent’s peers actually held up, which frames its 35% drawdown as a name-specific reset.
Lumentum Holdings (NASDAQ:LITE) has ripped 136.19% year to date to $870.58. Its analyst target of $1148.30 implies about 32% upside, and the ratings tilt heavily bullish across 26 covering analysts. Wall Street sees less headroom here than at Coherent.
Fabrinet (NYSE:FN) is the outlier, down 13.16% YTD at $395.35 despite a blowout fiscal Q4. Its $734.11 target implies roughly 86% upside, the largest in the group and effectively tied with Coherent’s Rosenblatt call.
Ciena (NYSE:CIEN) trades at $354.16 with a $557.29 target and about 57% implied upside, roughly matching Coherent’s average-target gap. Ratings are more mixed, with one Strong Sell in the mix.
Fabrinet holds the largest analyst-implied upside in the peer group, but Coherent’s setup is uniquely attractive: comparable upside to Ciena on average, and the biggest post-selloff reset of the four.
Coherent’s Data Points in Plain English Coherent trades at $268.64 against a consensus 12-month target of $416.09, roughly 55% below where the average of 23 analysts thinks it should be. Rosenblatt’s Street-high $500 puts the ceiling near 86% above spot.
Despite the recent damage, COHR is still up 45.55% year to date, well ahead of the S&P 500’s 12.21% gain. The one-year return sits at 205.97%. Forward P/E is 27x against a fiscal 2027 consensus EPS of $9.4061.
Where I Actually Land on Coherent Here The bull case firms up if the indium phosphide ramp lands on schedule, CPO revenue begins contributing in the December quarter as guided, and gross margin clears the 42% target model. That combination unlocks the fiscal 2028 EPS of $13.9489 Street consensus is now underwriting, and $416 becomes a reasonable print. The thesis weakens if capex intensity keeps operating cash flow depressed, hyperscaler order timing wobbles, or CPO adoption slips into late 2027.
My lean is bullish. The selloff looks like supply-driven digestion after a 200% run, with the demand story intact, and management’s backlog visibility is the deepest it has been. The Rosenblatt double reads as an upside scenario, and 55% to the average target with a booked-out fiscal 2027 is a setup worth owning.
Contact [email protected] for any questions or corrections.
Coherent za týden klesl o 8,74 % na 268,64 USD, zatímco odhady budoucích zisků dál rostou. Firma těží z poptávky po optické AI infrastruktuře a její datacentrový segment tvoří 79 % tržeb.
Coherent's stock just absorbed a brutal pullback while its forward earnings estimates climbed higher, a rare split that forces a direct question about whether the optical AI infrastructure trade still has legs at this price.
Coherent (NYSE:COHR | COHR Price Prediction) looks compelling at $268.64, with the stock having pulled back 8.74% in the past week even as forward earnings estimates keep marching higher. That combination of cooling price and heating fundamentals is exactly the moment worth having a view on.
Coherent is a photonics manufacturer whose lasers, transceivers, and optical components sit at the physical layer of the AI datacenter. Its Datacenter and Communications segment now accounts for 79% of total sales and grew 59% year over year in the June quarter. A run from roughly $87.80 a year ago to the high $330s in August, followed by a fade back to the current level, has left the stock in a genuine debate zone.
Why the AI Bandwidth Trade Still Has Room The bull case rests on a supply-constrained business selling into a demand curve that keeps steepening. Q4 revenue hit $2.05 billion, non-GAAP EPS came in at $1.74, and non-GAAP operating margin expanded to 21.8% from 18.0% a year earlier. Management guided Q1 FY27 revenue to between $2.2 billion and $2.4 billion and is targeting a quarterly revenue run rate above $3 billion by the end of fiscal 2027.
Bookings hit a record, customer orders now extend into calendar 2028, and CEO Jim Anderson said “AI datacenter architectures increasingly transition from copper to optical connectivity.” That copper-to-optical shift is the same tailwind lifting the non-chip AI suppliers we profiled in a free report on seven picks-and-shovels names powering the buildout. New platforms in 1.6T transceivers, optical circuit switches, CPO, and thermal solutions all ramp into fiscal 2027, and analysts have raised the FY27 EPS estimate from $8.0885 ninety days ago to $9.4061.
Where the Valuation Gets Uncomfortable The bear case starts with the multiple. A trailing P/E of 65 leaves little margin for error, and FY26 operating cash flow fell 87.45% to $79.5 million as capital expenditures jumped 150.18% to $1.1 billion. Long-term debt sits at $3.2 billion.
Concentration compounds the risk. Nearly four fifths of revenue depends on hyperscaler AI capex, industrial revenue was roughly flat pro forma for the year, and Q3 industrial fell 16.1%. Any push out of CPO, indium phosphide yield stumbles, or slowdown in 800G and 1.6T adoption hits a stock that already tripled off its September 2025 base.
Argument for Patience The hold view says the setup is real but the entry is awkward. Shares are down 6.77% over the past month, and the next print will test whether guidance ranges tighten. Coherent Photon Link launches at an industry event on September 21, CPO revenue begins in fiscal Q2 2027, and Thermodyte cooling ramps in the second half of calendar 2027. Waiting one quarter costs optionality but buys visibility on capex payback and margin trajectory toward the 42% gross margin target.
What the Numbers Say About the Setup Coherent currently trades at $268.64 against an average analyst price target of $397.63 across 21 analysts, implying roughly 48% upside, with a consensus Buy rating. Targets are one data point among many.
Performance context matters. COHR is up 45.55% year to date and 205.97% over one year, versus roughly 11.99% YTD and 18.13% over one year for the S&P 500. FY26 revenue reached $7.12 billion, up 22.51%, with net income of $805 million.
Why the Setup Still Looks Favorable Here At $268.64, the setup warrants a closer look. Here is why.
The path to appreciation is mechanical. Internal indium phosphide capacity doubles by the end of the current quarter, one quarter ahead of plan, and doubles again by the end of calendar 2027. That directly translates into transceiver volume for 800G and 1.6T, the two products in tightest demand. Layer in CPO revenue starting fiscal Q2 2027 with NVIDIA-linked ultra-high-power lasers, plus optical circuit switching addressing a $4 billion opportunity, and the FY28 consensus of $13.9489 in EPS looks bracketed by real orders.
The risk/reward at this entry is favorable because the stock has already absorbed a roughly 20% drawdown from the August print while forward estimates rose. What would invalidate the call: a CPO push out, a 1.6T adoption stall, or a hyperscaler capex reset. Investors should watch quarterly indium phosphide output, 1.6T mix, and CPO revenue recognition in the December quarter.
Coherent is compounding earnings faster than its price is rising, and that is the crux of the bull case.
Contact [email protected] for any questions or corrections.
Insmed oznámil, že na kongresu ERS 2026 představí pět abstraktů z respiračního portfolia, včetně pozdně zveřejněných výsledků studie ENCORE k ARIKAYCE.
—New Data Explore Efficacy and Safety of BRINSUPRI ® (brensocatib) in Patients With Non-Cystic Fibrosis Bronchiectasis (NCFB) and History of Nontuberculous Mycobacterial (NTM) Lung Disease—
—New Research Examines Treprostinil Palmitil Inhalation Powder (TPIP) via COMPERA 2.0 Risk Assessment in Pulmonary Arterial Hypertension (PAH)—
, /PRNewswire/ -- Insmed Incorporated (Nasdaq: INSM), a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases, today announced that five abstracts highlighting data from its respiratory portfolio have been accepted for presentation at the European Respiratory Society (ERS) Congress 2026 taking place Sept. 5–9, 2026, in Barcelona.
Presentation highlights include a late-breaking abstract from the Phase 3b ENCORE study, which evaluated 12 months of treatment with ARIKAYCE® (amikacin liposome inhalation suspension) plus multidrug therapy (azithromycin 250 mg and ethambutol 15 mg/kg) in patients diagnosed with a new occurrence of Mycobacterium avium complex (MAC) lung infection who had not received antibiotics. The scientific program will also include a post hoc analysis of COMPERA 2.0 risk score data from the Phase 2 study of treprostinil palmitil inhalation powder (TPIP) in patients with pulmonary arterial hypertension (PAH). Additionally, data will be presented on the psychosocial burden of exacerbations, treatment patterns, and healthcare resource utilization associated with bronchiectasis, as well as from a post hoc analysis of the Phase 3 ASPEN study of BRINSUPRI® (brensocatib), the first and only approved treatment for non-cystic fibrosis bronchiectasis (NCFB).
"The data presented at the ERS Congress 2026 reflect our commitment to advancing research and improving outcomes for patients with serious respiratory diseases," said Martina Flammer, M.D., MBA, Chief Medical Officer of Insmed. "We are particularly pleased to present findings from our Phase 3b ENCORE study addressing rates of recurrence following treatment for NTM lung disease, an important challenge in long-term disease management. These findings, together with data from our broader respiratory portfolio, contribute to a growing body of evidence that can help shape the future of care for patients who have long faced limited treatment options."
Presentations:
Oral Session OA1207, Sunday, Sept. 6, 9:30 a.m. CEST to 10:45 a.m. CEST (3:30 a.m. ET to 4:45 a.m. ET)
Late-Breaking Abstract: Microbiologic Outcomes and Recurrence in Patients With Newly Diagnosed Mycobacterium avium Complex Lung Disease (MACLD) in the Phase 3b ENCORE Trial Poster Session PA908, Sunday, Sept. 6, 8:00 a.m. CEST to 9:30 a.m. CEST (2:00 a.m. ET to 3:30 a.m. ET)
COMPERA 2.0 Risk Assessment of Treprostinil Palmitil Inhalation Powder (TPIP) for Pulmonary Arterial Hypertension (PAH): A Post Hoc Analysis of a Phase 2 Study Poster Session PA1839, Sunday, Sept. 6, 12:30 p.m. CEST to 2:00 p.m. CEST (6:30 a.m. ET to 8:00 a.m. ET)
Brensocatib in Patients With Non-Cystic Fibrosis Bronchiectasis (NCFB) and History of Nontuberculous Mycobacteria (NTM) Infection: A Post Hoc Analysis of the ASPEN Trial Poster Session PA1840, Sunday, Sept. 6, 12:30 p.m. CEST to 2:00 p.m. CEST (6:30 a.m. ET to 8:00 a.m. ET)
Quantifying the Psychosocial Impact of Exacerbations in Bronchiectasis: A European Patient-Centered Study Poster Session PA2883, Monday, Sept. 7, 8:00 a.m. CEST to 9:00 a.m. CEST (2:00 a.m. ET to 3:00 a.m. ET)
Treatment Patterns and Healthcare Resource Utilization Associated With Bronchiectasis and Pulmonary Exacerbations in Spain About ARIKAYCE
ARIKAYCE® is approved in the United States as ARIKAYCE (amikacin liposome inhalation suspension), in Europe as ARIKAYCE Liposomal 590 mg Nebuliser Dispersion, and in Japan as ARIKAYCE inhalation 590 mg (amikacin sulfate inhalation drug product). Current international treatment guidelines recommend the use of ARIKAYCE for appropriate patients. ARIKAYCE is a novel, inhaled, once-daily formulation of amikacin, an established antibiotic that was historically administered intravenously and associated with severe toxicity to hearing, balance, and kidney function. Insmed's proprietary PULMOVANCE™ liposomal technology enables the delivery of amikacin directly to the lungs, where liposomal amikacin is taken up by lung macrophages where the infection resides, while limiting systemic exposure. ARIKAYCE is administered once daily using the Lamira® Nebulizer System manufactured by PARI Pharma GmbH (PARI).
About PARI Pharma and the Lamira® Nebulizer System
ARIKAYCE is delivered by a novel inhalation device, the Lamira® Nebulizer System, developed by PARI. Lamira® is a quiet, portable nebulizer that enables efficient aerosolization of ARIKAYCE via a vibrating, perforated membrane. Based on PARI's 100-year history working with aerosols, PARI is dedicated to advancing inhalation therapies by developing innovative delivery platforms to improve patient care.
About BRINSUPRI
BRINSUPRI® (brensocatib) is a small molecule, once-daily, oral, reversible inhibitor of dipeptidyl peptidase 1 (DPP1), designed to inhibit the activation of enzymes (neutrophil serine proteases) in neutrophils that are key drivers of chronic airway inflammation in NCFB. The therapy is approved in the United States as BRINSUPRI (brensocatib 10 mg and 25 mg tablets) and indicated for the treatment of non-cystic fibrosis bronchiectasis (NCFB) in adult and pediatric patients 12 years of age or older. In the European Union and United Kingdom, BRINSUPRI (brensocatib 25 mg tablets) is approved for the treatment of NCFB in patients 12 years of age and older with two or more exacerbations in the prior 12 months. In Japan, BRINSUPRI (brensocatib 25 mg tablets) is approved for the treatment of patients with non-cystic fibrosis bronchiectasis (NCFB) in adult and pediatric patients 12 years and older.
About TPIP
Treprostinil palmitil inhalation powder (TPIP) is an investigational dry powder formulation of treprostinil palmitil, a treprostinil prodrug consisting of treprostinil linked by an ester bond to a 16-carbon chain. Designed entirely in Insmed's laboratories, TPIP is a potentially highly differentiated prostanoid being developed as once-daily therapy for the treatment of patients with pulmonary arterial hypertension (PAH), pulmonary hypertension associated with interstitial lung disease (PH-ILD), progressive pulmonary fibrosis (PPF), and idiopathic pulmonary fibrosis (IPF). TPIP is administered in a capsule-based inhalation device. TPIP is an investigational drug product that has not been approved for any indication in any jurisdiction.
BOXED WARNING AND IMPORTANT SAFETY INFORMATION FOR ARIKAYCE IN THE U.S.
WARNING: RISK OF INCREASED RESPIRATORY ADVERSE REACTIONSARIKAYCE has been associated with an increased risk of respiratory adverse reactions,
including hypersensitivity pneumonitis, hemoptysis, bronchospasm, and exacerbation of
underlying pulmonary disease that have led to hospitalizations in some cases.
Hypersensitivity Pneumonitis has been reported with the use of ARIKAYCE in the clinical trials. Hypersensitivity pneumonitis (reported as allergic alveolitis, pneumonitis, interstitial lung disease, allergic reaction to ARIKAYCE) was reported at a higher frequency in patients treated with ARIKAYCE plus background regimen (3.1%) compared to patients treated with a background regimen alone (0%). Most patients with hypersensitivity pneumonitis discontinued treatment with ARIKAYCE and received treatment with corticosteroids. If hypersensitivity pneumonitis occurs, discontinue ARIKAYCE and manage patients as medically appropriate.
Hemoptysis has been reported with the use of ARIKAYCE in the clinical trials. Hemoptysis was reported at a higher frequency in patients treated with ARIKAYCE plus background regimen (17.9%) compared to patients treated with a background regimen alone (12.5%). If hemoptysis occurs, manage patients as medically appropriate.
Bronchospasm has been reported with the use of ARIKAYCE in the clinical trials. Bronchospasm (reported as asthma, bronchial hyperreactivity, bronchospasm, dyspnea, dyspnea exertional, prolonged expiration, throat tightness, wheezing) was reported at a higher frequency in patients treated with ARIKAYCE plus background regimen (28.7%) compared to patients treated with a background regimen alone (10.7%). If bronchospasm occurs during the use of ARIKAYCE, treat patients as medically appropriate.
Exacerbations of underlying pulmonary disease has been reported with the use of ARIKAYCE in the clinical trials. Exacerbations of underlying pulmonary disease (reported as chronic obstructive pulmonary disease (COPD), infective exacerbation of COPD, infective exacerbation of bronchiectasis) have been reported at a higher frequency in patients treated with ARIKAYCE plus background regimen (14.8%) compared to patients treated with background regimen alone (9.8%). If exacerbations of underlying pulmonary disease occur during the use of ARIKAYCE, treat patients as medically appropriate.
Anaphylaxis and Hypersensitivity Reactions: Serious and potentially life-threatening hypersensitivity reactions, including anaphylaxis, have been reported in patients taking ARIKAYCE. Signs and symptoms include acute onset of skin and mucosal tissue hypersensitivity reactions (hives, itching, flushing, swollen lips/tongue/uvula), respiratory difficulty (shortness of breath, wheezing, stridor, cough), gastrointestinal symptoms (nausea, vomiting, diarrhea, crampy abdominal pain), and cardiovascular signs and symptoms of anaphylaxis (tachycardia, low blood pressure, syncope, incontinence, dizziness). Before therapy with ARIKAYCE is instituted, evaluate for previous hypersensitivity reactions to aminoglycosides. If anaphylaxis or a hypersensitivity reaction occurs, discontinue ARIKAYCE and institute appropriate supportive measures.
Ototoxicity has been reported with the use of ARIKAYCE in the clinical trials. Ototoxicity (including deafness, dizziness, presyncope, tinnitus, and vertigo) were reported with a higher frequency in patients treated with ARIKAYCE plus background regimen (17%) compared to patients treated with background regimen alone (9.8%). This was primarily driven by tinnitus (7.6% in ARIKAYCE plus background regimen vs 0.9% in the background regimen alone arm) and dizziness (6.3% in ARIKAYCE plus background regimen vs 2.7% in the background regimen alone arm). Closely monitor patients with known or suspected auditory or vestibular dysfunction during treatment with ARIKAYCE. If ototoxicity occurs, manage patients as medically appropriate, including potentially discontinuing ARIKAYCE.
Nephrotoxicity was observed during the clinical trials of ARIKAYCE in patients with MAC lung disease but not at a higher frequency than background regimen alone. Nephrotoxicity has been associated with the aminoglycosides. Close monitoring of patients with known or suspected renal dysfunction may be needed when prescribing ARIKAYCE.
Neuromuscular Blockade: Patients with neuromuscular disorders were not enrolled in ARIKAYCE clinical trials. Patients with known or suspected neuromuscular disorders, such as myasthenia gravis, should be closely monitored since aminoglycosides may aggravate muscle weakness by blocking the release of acetylcholine at neuromuscular junctions.
Embryo-Fetal Toxicity: Aminoglycosides can cause fetal harm when administered to a pregnant woman. Aminoglycosides, including ARIKAYCE, may be associated with total, irreversible, bilateral congenital deafness in pediatric patients exposed in utero. Patients who use ARIKAYCE during pregnancy, or become pregnant while taking ARIKAYCE should be apprised of the potential hazard to the fetus.
Contraindications: ARIKAYCE is contraindicated in patients with known hypersensitivity to any aminoglycoside.
Most Common Adverse Reactions: The most common adverse reactions in Trial 1 at an incidence ≥5% for patients using ARIKAYCE plus background regimen compared to patients treated with background regimen alone were dysphonia (47% vs 1%), cough (39% vs 17%), bronchospasm (29% vs 11%), hemoptysis (18% vs 13%), ototoxicity (17% vs 10%), upper airway irritation (17% vs 2%), musculoskeletal pain (17% vs 8%), fatigue and asthenia (16% vs 10%), exacerbation of underlying pulmonary disease (15% vs 10%), diarrhea (13% vs 5%), nausea (12% vs 4%), pneumonia (10% vs 8%), headache (10% vs 5%), pyrexia (7% vs 5%), vomiting (7% vs 4%), rash (6% vs 2%), decreased weight (6% vs 1%), change in sputum (5% vs 1%), and chest discomfort (5% vs 3%).
Drug Interactions: Avoid concomitant use of ARIKAYCE with medications associated with neurotoxicity, nephrotoxicity, and ototoxicity. Some diuretics can enhance aminoglycoside toxicity by altering aminoglycoside concentrations in serum and tissue. Avoid concomitant use of ARIKAYCE with ethacrynic acid, furosemide, urea, or intravenous mannitol.
Overdosage: Adverse reactions specifically associated with overdose of ARIKAYCE have not been identified. Acute toxicity should be treated with immediate withdrawal of ARIKAYCE, and baseline tests of renal function should be undertaken. Hemodialysis may be helpful in removing amikacin from the body. In all cases of suspected overdosage, physicians should contact the Regional Poison Control Center for information about effective treatment.
U.S. INDICATION
LIMITED POPULATION: ARIKAYCE® is indicated in adults, who have limited or no alternative treatment options, for the treatment of Mycobacterium avium complex (MAC) lung disease as part of a combination antibacterial drug regimen in patients who do not achieve negative sputum cultures after a minimum of 6 consecutive months of a multidrug background regimen therapy. As only limited clinical safety and effectiveness data for ARIKAYCE are currently available, reserve ARIKAYCE for use in adults who have limited or no alternative treatment options. This drug is indicated for use in a limited and specific population of patients.
This indication is approved under accelerated approval based on achieving sputum culture conversion (defined as 3 consecutive negative monthly sputum cultures) by Month 6. Clinical benefit has not yet been established. Continued approval for this indication may be contingent upon verification and description of clinical benefit in confirmatory trials.
Limitation of Use:
ARIKAYCE has only been studied in patients with refractory MAC lung disease defined as patients who did not achieve negative sputum cultures after a minimum of 6 consecutive months of a multidrug background regimen therapy. The use of ARIKAYCE is not recommended for patients with non-refractory MAC lung disease.
Patients are encouraged to report negative side effects of prescription drugs to the FDA.
Visit www.fda.gov/medwatch, or call 1‑800‑FDA‑1088. You can also call the Company at 1-844-4-INSMED.
Please see Full Prescribing Information.
INDICATION AND IMPORTANT SAFETY INFORMATION FOR BRINSUPRI IN THE U.S.
U.S. Indication
BRINSUPRI is indicated for the treatment of non-cystic fibrosis bronchiectasis (NCFB) in adult and pediatric patients 12 years of age and older.
Important Safety Information
WARNINGS AND PRECAUTIONS
Dermatologic Adverse Reactions
Treatment with BRINSUPRI is associated with an increase in dermatologic adverse reactions, including rash, dry skin, and hyperkeratosis. Monitor patients for development of new rashes or skin conditions and refer patients to a dermatologist for evaluation of new dermatologic findings.
Gingival and Periodontal Adverse Reactions
Treatment with BRINSUPRI is associated with an increase in gingival and periodontal adverse reactions. Refer patients to dental care services for regular dental checkups while taking BRINSUPRI. Advise patients to perform routine dental hygiene.
Live Attenuated Vaccines
It is unknown whether administration of live attenuated vaccines during BRINSUPRI treatment will affect the safety or effectiveness of these vaccines. The use of live attenuated vaccines should be avoided in patients receiving BRINSUPRI.
ADVERSE REACTIONS
The most common adverse reactions ≥2% in the ASPEN trial included upper respiratory tract infection, headache, rash, dry skin, hyperkeratosis, and hypertension. The safety profile for adult patients with NCFB in WILLOW was generally similar to ASPEN, except for a higher incidence of gingival and periodontal adverse reactions.
Less Common Adverse Reactions
Liver Function Test Elevations
In ASPEN, there was an increase from baseline in average ALT, AST, and alkaline phosphatase levels at all time points from Week 4 through Week 56 in both BRINSUPRI 10 mg and 25 mg arms compared to placebo. The incidence of ALT >3X upper limit of normal (ULN) was 0%, 1.2%, and 0.9%; the incidence of AST >3X ULN was 0.2%, 0.3%, and 0.5%; and the incidence of alkaline phosphatase >1.5X ULN was 2.5%, 4.1%, and 4.0% in patients treated with placebo and BRINSUPRI 10 mg and 25 mg, respectively.
Skin Cancers
In ASPEN, the incidence of skin cancers among patients treated with BRINSUPRI 10 mg and 25 mg was 0.5% and 1.9%, respectively, compared to 1.1% in placebo-treated patients.
Alopecia
In ASPEN, the incidence of alopecia among patients treated with BRINSUPRI 10 mg and 25 mg was 1.5% and 1.6%, respectively, compared to 0.4% in placebo-treated patients.
USE IN SPECIFIC POPULATIONS
Pregnancy: There are no clinical data on the use of BRINSUPRI in pregnant women.
Lactation: There is no information regarding the presence of BRINSUPRI and/or its metabolite(s) in human milk, the effects on the breastfed infant, or the effects on milk production. The developmental and health benefits of breastfeeding should be considered along with the mother's clinical need for BRINSUPRI and any potential adverse effects on the breastfed child from BRINSUPRI or from the underlying maternal condition.
Pediatric use: The safety and effectiveness of BRINSUPRI for the treatment of NCFB have been established in pediatric patients aged 12 years and older. Common adverse reactions in pediatric patients aged 12 years and older enrolled in ASPEN were consistent with those in adults. The safety and effectiveness of BRINSUPRI have not been established in pediatric patients younger than 12 years of age.
Please see full US Prescribing Information.
About Insmed
Insmed Incorporated is a people-first global biopharmaceutical company striving to deliver first- and best-in-class therapies to transform the lives of patients facing serious diseases. The Company is advancing a diverse portfolio of approved and mid- to late-stage investigational medicines — including two approved therapies to treat chronic, debilitating lung diseases — as well as cutting-edge drug discovery focused on serving patient communities where the need is greatest. Insmed's commercial portfolio and clinical pipeline are organized around three therapeutic areas: Respiratory, Immunology & Inflammation, and Neuro & Other Rare. The Company's research engine is advancing a wide range of technologies and modalities, including gene therapy, AI-driven protein engineering, RNA end-joining, and synthetic rescue, in the pursuit of future pipeline candidates.
Headquartered in Bridgewater, New Jersey, Insmed has offices and research locations throughout the United States, Europe, and Japan. Insmed is proud to be recognized as one of the best employers in the biopharmaceutical industry, including spending five consecutive years as the No. 1 Science Top Employer. Visit www.insmed.com to learn more or follow us on LinkedIn, Instagram, YouTube, and X.
Forward-looking Statements
This press release contains forward-looking statements that involve substantial risks and uncertainties. "Forward-looking statements," as that term is defined in the Private Securities Litigation Reform Act of 1995, are statements that are not historical facts and involve a number of risks and uncertainties. Words herein such as "may," "will," "should," "could," "would," "expects," "plans," "anticipates," "believes," "estimates," "projects," "predicts," "intends," "potential," "continues," and similar expressions (as well as other words or expressions referencing future events, conditions or circumstances) may identify forward-looking statements.
The forward-looking statements in this press release are based upon the Company's current expectations and beliefs, and involve known and unknown risks, uncertainties and other factors, which may cause the Company's actual results, performance and achievements and the timing of certain events to differ materially from the results, performance, achievements or timings discussed, projected, anticipated or indicated in any forward-looking statements. Such risks, uncertainties and other factors include, among others, the following: risk that interim, topline or preliminary data from our clinical trials that we announce or publish from time to time may change as more patient data become available or may be interpreted differently if additional data are disclosed; failure to successfully conduct future clinical trials for our marketed products or our product candidates and our potential inability to enroll or retain sufficient patients to conduct and complete the trials or generate data necessary for regulatory approval of our product candidates; development of unexpected safety or efficacy concerns related to our marketed products or our product candidates; risks that our clinical studies will be delayed, that serious side effects will be identified during drug development, or that any protocol amendments submitted will be rejected; failure to maintain U.S., European or Japanese approval for ARIKAYCE or U.S. or European approval for BRINSUPRI; our inability to obtain full approval of ARIKAYCE from the FDA or our failure to obtain regulatory approval to expand ARIKAYCE's indication to a broader patient population; failure to obtain, or delays in obtaining, regulatory approvals for our product candidates in the U.S., Europe or Japan, for ARIKAYCE outside of the U.S., Europe and Japan, including separate regulatory approval for the Lamira® Nebulizer System in each market and for each usage, or for BRINSUPRI outside of the U.S. and Europe; and failure to successfully commercialize our product candidates, if approved by applicable regulatory authorities, or to maintain applicable regulatory approvals for our product candidates, if approved.
The Company may not actually achieve the results, plans, intentions or expectations indicated by the Company's forward-looking statements because, by their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future. For additional information about the risks and uncertainties that may affect the Company's business, please see the factors discussed in Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2025 and any subsequent Company filings with the Securities and Exchange Commission (SEC).
The Company cautions readers not to place undue reliance on any such forward-looking statements, which speak only as of the date of this press release. The Company disclaims any obligation, except as specifically required by law and the rules of the SEC, to publicly update or revise any such statements to reflect any change in expectations or in events, conditions or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements.
Contact:
Investors:
Sara Bonstein
Chief Financial Officer
[email protected]
Hillman dokončila akvizici Kanebridge za zhruba 315 milionů USD. Tím získává první americkou distribuční platformu na trhu průmyslových spojovacích materiálů.
CINCINNATI, Sept. 03, 2026 (GLOBE NEWSWIRE) -- Hillman Solutions Corp. (Nasdaq: HLMN) (the “Company” or “Hillman”), a leading provider of hardware products, announced it has completed its previously announced acquisition of Kanebridge, LLC (“Kanebridge”), a leading master distributor of industrial fasteners, for a purchase price of approximately $315 million, subject to customary adjustments. The acquisition was first announced on August 3, 2026.
Kanebridge supplies more than 44,000 commercial and military-grade fastener SKUs to distributors across the U.S. and Canada, giving Hillman its first U.S. master distribution platform in the industrial fastener market and expanding the Company's industrial addressable market to approximately $3 billion.
Hillman’s President and Chief Executive Officer, Jon Michael Adinolfi commented: “Kanebridge is a strategic acquisition that establishes our position as a long-tail supplier to industrial distributors in the U.S. Kanebridge diversifies our customer base and expands our presence in the industrial distribution channel, which is positioned to benefit from secular tailwinds. We are thrilled to welcome the Kanebridge team to Hillman and build on our shared commitment to service and a customer-first culture.”
Hillman funded the transaction with cash from its balance sheet, a draw on its existing asset-based revolving credit facility, and a new $200 million term loan B that was priced at SOFR plus 200 basis points.
About Hillman Solutions Corp.
Founded in 1964 and headquartered in Cincinnati, Hillman is a leading provider of hardware and related products serving retail, pro distribution, and industrial customers. Over the last 60-plus years, Hillman has built a legacy of service and growth by forming strategic partnerships with North America's leading home improvement, hardware, and farm and fleet retailers. Hillman differentiates itself from the competition with its dedicated field sales team of 1,200+ associates, direct-to-store distribution capabilities, and world class global sourcing and supply chain expertise. The company offers an extensive product portfolio of more than 111,000 SKUs, including fasteners (power screws, nuts, bolts), hardware (builder's hardware, door hardware, rope & chain, accessories), project gear & supplies (gloves, work gear, paint & cleaning sundries), and key and engraving services (key duplication, auto keys, and engraving). Hillman is committed to delivering exceptional customer service, innovative products, and dependable solutions to its customers and regularly earns vendor of the year recognition from top customers. For more information on Hillman, visit www.hillman.com.
About Kanebridge, LLC
Kanebridge, LLC (f/k/a Kanebridge Corporation) is a leading U.S. master distributor of commercial and military-grade fasteners, serving distributors nationwide for more than 50 years. With more than 44,000 SKUs available for same-day shipment from warehouses in Illinois and California, Kanebridge is known for its product depth, fill-rate reliability, and specification expertise across inch and metric fastener categories. For more information, visit www.kanebridge.com.
Forward-Looking Statements
All statements made in this press release that are considered to be forward-looking are made in good faith by the Company and are intended to qualify for the safe harbor from liability established by Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934, and the Private Securities Litigation Reform Act of 1995. You should not rely on these forward-looking statements as predictions of future events. Words such as "expect," "estimate," "project," "budget," "forecast," "anticipate," "intend," "plan," “target”, “goal”, "may," "will," "could," "should," "believes," "predicts," "potential," "continue," and similar expressions are intended to identify such forward-looking statements. These forward-looking statements include, without limitation, the Company’s expectations with respect to future performance and statements relating to the Transaction. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from the expected results. Most of these factors are outside the Company's control and are difficult to predict. Factors that may cause such differences include, but are not limited to: (1) risks relating to the integration of the acquired business and the realization of anticipated synergies and other benefits may not be fully realized or may take longer to realize than expected; (2) unfavorable economic conditions that may affect our and our customers’, suppliers’ and other business partners’ operations, financial condition and cash flows including spending on home renovation or construction projects, inflation, recessions, instability in the financial markets or credit markets; (3) increased supply chain costs, including tariffs, raw materials, sourcing, transportation and energy; (4) the highly competitive nature of the markets that we serve; (5) the ability to continue to innovate with new products and services; (6) seasonality; (7) large customer concentration; (8) the ability to recruit and retain qualified employees; (9) the outcome of any legal proceedings that may be instituted against the Company; (10) adverse changes in currency exchange rates; or (11) regulatory changes and potential legislation that could adversely impact financial results. The foregoing list of factors is not exclusive, and readers should also refer to those risks that are included in the Company’s filings with the Securities and Exchange Commission (“SEC”), including the Annual Report on Form 10-K filed on February 17, 2026. Given these uncertainties, current or prospective investors are cautioned not to place undue reliance on any such forward-looking statements.
Except as required by applicable law, the Company does not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements in this communication to reflect any change in its expectations or any change in events, conditions or circumstances on which any such statement is based.
Contact:
Michael Koehler
Vice President – Corporate Development, Investor Relations, Treasury
513-826-5495 [email protected]
Both data center REITs just paid shareholders, both ride the same AI wave, but their dividend scorecards look nothing alike. One has raised its payout for over a decade while the other has frozen shareholders out for four years despite…
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Two data center REITs just paid investors, and their scorecards on payout coverage look very different. Digital Realty Trust (NYSE:DLR | DLR Price Prediction) sends shareholders $1.22 per share on September 30, 2026, the same quarterly rate it has paid since March 2022. Equinix (NASDAQ:EQIX) paid $5.16 per share on September 16, 2026, part of a raise that pushed the payout 10% higher and extended its 11th consecutive year of dividend growth. Same industry, same AI tailwind, two grades on the coverage math.
Payout Coverage: Who Has More Room to Run Equinix guides full-year 2026 AFFO per share to $42.69 to $43.29 against expected cash dividends of roughly $2.039 billion. CFO Olivier Leonetti confirmed the target on the July call: “we have a payout ratio in the 50% range, so we will have a sizable retained cash flow.” That retained cash flow funds a capital budget of $5 billion to $6 billion for the year without stressing the dividend.
Digital Realty’s coverage is thinner on a headline basis but improving fast. FY2026 Core FFO per share guidance sits at $8.00 to $8.10 against an indicated annual dividend of $4.88, implying a payout in the low 60s. Management raised the Core FFO per share range excluding net promote income to $8.15 to $8.20 after Q2, calling it the “second consecutive year of double digit core FFO per share growth.”
Growth Streak vs. Frozen Payout DLR’s $1.22 quarterly rate has not moved in more than four years. The company last raised the dividend from $1.16 to $1.22 with the March 2022 payment, and every declaration since has held the line. That stall now stretches across a period where Core FFO per share rose from $1.77 in Q1 2025 to $2.04 in Q1 2026. The company is earning more, but shareholders are not getting more in the mailbox.
Equinix moved the other way. The quarterly dividend stepped from $4.69 to $5.16 with the February 2026 payment, and the run of raises now spans over a decade. Management explicitly linked future increases to earnings, telling investors “dividend growth to approximate AFFO per share growth” through 2029, with AFFO per share expected to compound at 9% to 12% annually.
Balance Sheet Behind the Checks Coverage is only as durable as the balance sheet. Equinix carries net leverage of 3.6 times adjusted EBITDA with $7.7 billion of liquidity. Digital Realty runs hotter at 4.7 times debt to adjusted EBITDA, though CFO Matt Mercier flagged that as “well below our long-term threshold” and paired it with roughly $6 billion of liquidity. DLR’s backlog reached a record $1.4 billion at DLR share, roughly 30% of in-place data center rent, which management said should support “multiple years of double-digit growth.” The capital funding that backlog has to come from somewhere, and the picks-and-shovels names on the other side of the meter, power, cooling, and networking, are the subject of a free report we put together on seven AI infrastructure suppliers that aren’t chipmakers.
Total Return Scorecard Investors have noticed the difference. EQIX is up 36.15% year to date and 33.49% over one year. DLR trails with a 20.05% year-to-date gain and 12.45% over one year. Market caps reflect the gap: $99.4 billion for Equinix versus $67.3 billion for Digital Realty.
Grading the Coverage On payout coverage alone, Equinix earns an A. A payout ratio in the 50% range, an 11-year growth streak, and explicit guidance tying future raises to double-digit AFFO growth is the textbook profile. Digital Realty grades a C. The FFO math works, the growth is accelerating, and leverage is dropping, but a dividend frozen for four consecutive years while earnings compound sends a mixed message about capital priorities. The next signal to watch is whether DLR’s board finally moves the $1.22 rate as 2026 Core FFO per share crosses $8.15 to $8.20. Until then, EQIX owns the scorecard.
Contact [email protected] for any questions or corrections.
Na The Simply Good Foods Company byla podána hromadná žaloba kvůli akvizici OWYN za zhruba 280 milionů USD a údajným zkresleným tvrzením o jejím výkonu. Po zveřejnění slabších tržeb OWYN akcie klesly o více než 17 % a poté o více než 27 %.
Investors Who Purchased The Simply Good Foods Company Common Stock Between October 24, 2024 and April 8, 2026 May Seek Appointment as Lead Plaintiff by October 13, 2026 | Source: Wolf Popper LLP
NEW YORK, Sept. 03, 2026 (GLOBE NEWSWIRE) -- Wolf Popper LLP, a law firm representing investors in securities litigation, announces that a securities class action lawsuit has been filed against The Simply Good Foods Company (“Simply Good” or the “Company”) (NASDAQ: SMPL).
The lawsuit is brought on behalf of investors who purchased or otherwise acquired Simply Good common stock between October 24, 2024 and April 8, 2026, inclusive. Investors seeking appointment as lead plaintiff must file a motion with the Court by October 13, 2026.
The case, Monroe County Employees’ Retirement System v. The Simply Good Foods Company, No. 26-cv-06971, is pending in the United States District Court for the Southern District of New York.
WHAT IS THE CASE ABOUT?
The lawsuit concerns Simply Good’s approximately $280 million acquisition of Only What You Need, Inc. (“OWYN”) and statements the Company made regarding OWYN’s integration, business performance, and future prospects.
According to the complaint, Simply Good’s positive statements failed to disclose significant problems affecting the OWYN business, including:
the loss of key managerial personnel following the acquisition;an increasingly layered organizational structure created in response to those personnel losses;product-quality problems involving a new pea-protein supplier that allegedly affected the taste, texture, and shelf life of OWYN products;weakening consumer demand, negative product reviews, and the loss of distributor relationships;increased discounting and promotional activity designed to stimulate sales, which allegedly pressured margins without producing the intended turnaround; andreductions in brand support and marketing that allegedly contributed to further weakness in OWYN sales. The complaint alleges that these problems undermined the strategic and financial rationale for the OWYN acquisition while Simply Good continued to make favorable statements about OWYN and the progress of its integration.
WHAT HAPPENED?
On October 23, 2025, Simply Good disclosed that OWYN’s sales growth had slowed and that consumer consumption had been adversely affected by a product-quality issue. According to the complaint, Simply Good shares fell more than 17% that day.
On April 9, 2026, Simply Good reported that OWYN quarterly sales had declined nearly 17% year over year and recorded an approximately $187 million impairment charge related to OWYN. Management also acknowledged that certain strategic decisions had ultimately weakened the business’s performance. Simply Good shares declined more than 27% over the next two trading days.
The lawsuit alleges that, as a result of defendants’ materially false and misleading statements and omissions, investors purchased Simply Good shares at artificially inflated prices.
WHAT CAN SIMPLY GOOD FOODS INVESTORS DO?
If you purchased or acquired Simply Good common stock between October 24, 2024 and April 8, 2026 and suffered a loss, you may contact Adam Savett at (212) 451-9655 or [email protected] to discuss your legal rights.
Investors who wish to seek appointment as lead plaintiff must file a motion with the Court no later than October 13, 2026. You do not need to serve as lead plaintiff to participate in any potential recovery.
Wolf Popper has successfully recovered billions of dollars for defrauded investors. Wolf Popper’s reputation and expertise have been repeatedly recognized by courts that have appointed the firm to major positions in securities litigation. For more information about Wolf Popper, please visit the Firm’s website at www.wolfpopper.com.
May Be Considered Attorney Advertising in Certain Jurisdictions.
Prior Results Do Not Guarantee a Similar Outcome.
Wolf Popper LLP
Adam Savett
570 Lexington Avenue
New York, NY 10022
Tel.: (212) 451-9655
Email: [email protected]
Intuitive Machines má u NASA sedm lunárních, orbitálních satelitních a vědeckých misí a backlog na konci 2. čtvrtletí 2026 vzrostl na 1,8 miliardy USD, téměř dvojnásobek plánovaných výnosů za rok 2026 ve výši 918 milionů USD.
Intuitive Machines (LUNR +0.95%), a developer of lunar landers and exploration vehicles, doesn't usually get as much attention as bigger space stocks like SpaceX (SPCX -1.07%). But over the past two years, Intuitive's stock has nearly tripled.
Most of that rally was driven by the expansion of its partnership with NASA, which now includes seven lunar, orbital satellite, and science missions. Let's take a closer look at that manifest -- and see if its stock is still worth chasing after its astronomical gains.
Image source: Getty Images.
Why is Intuitive Machine's stock blasting off? Intuitive Machines' manifest for NASA includes five lunar surface delivery missions (IM-1 to IM-5) and the production of two satellite buses (IM 300 and IM 500) for orbital science missions.
It has launched two lunar lander missions for NASA so far: IM-1 in 2024 and IM-2 in 2025. Both landers tipped over after arriving on the moon, but they successfully transmitted some data back to NASA before their solar panels ran out of power. Though imperfect, IM-1 marked NASA's first successful moon landing since 1972, and it strengthened Intuitive's relationship with NASA.
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Intuitive plans to launch IM-3 in late 2026, IM-4 in 2027, and its larger IM-5 lander in 2030. It expects to launch its IM 300 satellite bus for NASA's geological and biological experiments in 2028, and its IM 500 satellite bus to study ice sheets, forests, and inland water in 2030.
Intuitive's orders from NASA, along with its commercial and defense contracts, boosted its backlog to $1.8 billion at the end of the second quarter of 2026. That's nearly double its projected 2026 revenue of $918 million. Its recent acquisitions of Lanteris, which develops satellites and other spacecraft, and Goonhilly Earth Station, a satellite and deep-space communications facility, should further diversify its business and fuel its long-term growth.
Is Intuitive's stock worth buying today? From 2026 to 2028, analysts expect Intuitive's revenue to grow at a 16% CAGR to $1.23 billion as its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) surges from less than $3 million to $79 million. With an enterprise value of $2.62 billion, it still looks reasonably valued at two times next year's sales and 47 times its adjusted EBITDA.
Therefore, Intuitive could attract more attention if it sticks to its scheduled launches and secures more contracts with NASA, the Department of Defense, and commercial customers. Investors who accumulate it today could reap some big gains in the future.
GE Vernova má na konci druhého čtvrtletí backlog 176 miliard USD a objednávky za 24,2 miliardy USD vzrostly meziročně o 88 %. Objednávky související s datovými centry za první polovinu roku 2026 přesáhly 5 miliard USD.
GE Vernova (GEV +2.60%) was spun off from General Electric a little more than two years ago. By 2036, we'll look back at that breakup as one of the better corporate decisions GE ever made.
If you're unfamiliar, GE Vernova sells gas turbines, wind turbines, nuclear technology, transformers, grid equipment, and the software and services needed to keep much of it running. That means the company doesn't have to predict exactly how the U.S. will generate electricity 10 years from now, because it can make money from nearly all of it. And with electricity demand accelerating, that's a very good business to be in.
Image source: Getty Images.
The numbers are already getting big GE Vernova generated $38 billion in revenue in 2025. Management now expects $45.5 billion to $46.5 billion in 2026, representing a pretty dramatic increase in just one year.
More recently, the company ended the second quarter with a huge $176 billion backlog. Orders reached $24.2 billion during the quarter, up 88%, with particularly strong demand coming from the Power and Electrification businesses.
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That backlog gives you something many industrial companies don't have: visibility. GE Vernova already has customers lining up years in advance for the equipment they'll need to generate and move electricity. And, of course, artificial intelligence (AI) adds another catalyst.
Data center-related orders exceeded $5 billion during the first half of 2026, more than double the company's total for all of 2025. If AI continues driving the construction of enormous data centers, utilities will need more generating capacity, transformers, substations, switchgear, and transmission equipment. GE Vernova sells all of it.
The natural gas angle GE Vernova's gas turbine backlog and slot reservations reached 116 gigawatts during the second quarter, up from 100 gigawatts just three months earlier. Management expects that number to reach at least 125 gigawatts by year-end.
The company is responding by expanding annual gas-turbine output from 20 gigawatts in 2026, with plans to reach 30 gigawatts by 2030. GE Vernova has more than 7,000 gas turbines installed worldwide, creating a deep recurring service business, too. Its total services backlog now stands at $88.5 billion. And I suspect that in 10 years, services will account for an even larger share of total revenue.
The grid could be the real winner Electrification may ultimately become GE Vernova's most important growth engine. Its equipment backlog in that business reached $35 billion in 2025, more than quadrupling in four years. Management expects it to roughly double again by 2028.
This is one of the easiest parts of the GE Vernova thesis to understand. Whether electricity comes from natural gas, solar, wind, or nuclear, somebody still has to move it from the power plant to the customer. The grid needs transformers, switchgear, and high-voltage equipment. GE Vernova supplies those products.
And then there's nuclear GE Vernova Hitachi's BWRX-300 small modular reactor (SMR) is now under construction in Ontario. The company expects to finish construction on this first SMR by the end of 2029 and begin commercial operations by the end of 2030.
If that project proves SMRs can be built economically and on schedule, GE Vernova could enter the 2030s with another substantial growth business. That's not something I'm factoring heavily into the stock today. But by 2036, nuclear power could be considerably more important to this company than the market currently appreciates.
Not everything will work GE Vernova's Wind business had a $275 million loss on an adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) basis during the second quarter, compared with a $165 million loss a year earlier. Wind orders also fell roughly 40%. That's a reminder that growth hasn't been uniform.
The bigger concern, though, is valuation. GE Vernova today isn't the same bargain it was shortly after the 2024 spinoff. But I'm much more interested in what the business could look like in 2036 than what investors are willing to pay for it next quarter. By then, I expect GE Vernova to be a substantially larger company with a much bigger installed base, significantly more recurring service revenue, and major businesses spanning gas, grid infrastructure, and potentially nuclear.
I wouldn't be surprised to see annual revenue well above $70 billion by then. That's my estimate, not management's expectation, and it doesn't require spectacular growth. Going from roughly $46 billion in 2026 to $70 billion in 2036 requires only about 4.3% annualized growth.
The bigger opportunity, though, could come from margins and cash flow. GE Vernova is already targeting a 20% adjusted EBITDA margin by 2028, with revenue of $38 billion and an 8.4% adjusted EBITDA margin in 2025. If management can combine moderate long-term revenue growth with that level of profitability, GE Vernova could generate enormous cash flows during the next decade. And that's ultimately why I'm bullish on the stock for the long haul.
Apple čelí v Londýně žalobě na 2 miliardy GBP (2,7 miliardy USD) za údajně neférová pravidla sledování aplikací. Žaloba tvrdí, že firma znevýhodnila vývojáře třetích stran.
Apple (AAPL.O) is facing a £2 billion ($2.7 billion) London lawsuit brought on behalf of app developers over its app tracking rules, with the iPhone maker accused of abusing its power to unfairly impose greater restrictions on third parties.
The lawsuit, filed at London's Competition Appeal Tribunal on Thursday, follows years of regulatory scrutiny over Apple's App Tracking Transparency feature, which was launched in 2021.
Apple has said it introduced that feature to allow users to control whether to grant apps permission to track their activity across other companies' apps and websites.
Lawyers bringing the new lawsuit against Apple, though, say the feature imposed stricter requirements on third-party app developers than on Apple's own services, giving its advertising ecosystem a competitive advantage.
Ann Pope, a former senior official with Britain's Competition and Markets Authority who is leading the lawsuit, said Apple's policy "resulted in very significant harm to businesses that depend on Apple as a gatekeeper".
"This action is important to protect the rights of British businesses that depend on Apple, to ensure that the rules that Apple applies are fair, and to compensate the losses that British companies have suffered," Pope said in a statement.
Apple, which has previously said its App Tracking Transparency provides "important privacy protections", did not immediately comment.
Apple's App Tracking Transparency feature has been the subject of investigations across Europe, in particular in Germany where Apple last month agreed changes to rules on how app developers can use personal data for targeted advertising.
The German competition authority had accused Apple of abusing its market power, after Facebook-owner Meta (META.O) plus publishers, advertisers and app developers – whose business models rely on advertising tracking – criticised the tool.
Regulators in France, Italy, Poland and elsewhere have also probed the App Tracking Transparency framework.
D L Carlson Investment Group Inc. ve 2. čtvrtletí koupila 16 899 akcií společnosti Tesla za zhruba 7,108 milionu USD. Podíl tvoří asi 1,1 % portfolia a je 20. největší pozicí.
D L Carlson Investment Group Inc. acquired a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 16,899 shares of the electric vehicle producer’s stock, valued at approximately $7,108,000. Tesla makes up about 1.1% of D L Carlson Investment Group Inc.’s portfolio, making the stock its 20th biggest position.
A number of other institutional investors and hedge funds have also modified their holdings of TSLA. Crestwood Advisors Group LLC lifted its position in Tesla by 34.7% during the fourth quarter. Crestwood Advisors Group LLC now owns 19,567 shares of the electric vehicle producer’s stock valued at $8,799,000 after purchasing an additional 5,039 shares during the period. Wealthquest Corp purchased a new stake in Tesla during the 4th quarter valued at $1,035,000. Private Capital Advisors Inc. lifted its holdings in shares of Tesla by 139.3% during the 4th quarter. Private Capital Advisors Inc. now owns 21,331 shares of the electric vehicle producer’s stock valued at $9,593,000 after buying an additional 12,417 shares during the period. Knights of Columbus Asset Advisors LLC boosted its stake in shares of Tesla by 34.8% in the 4th quarter. Knights of Columbus Asset Advisors LLC now owns 64,481 shares of the electric vehicle producer’s stock worth $28,998,000 after buying an additional 16,652 shares during the last quarter. Finally, Canada Post Corp Registered Pension Plan grew its holdings in shares of Tesla by 26.6% in the fourth quarter. Canada Post Corp Registered Pension Plan now owns 70,955 shares of the electric vehicle producer’s stock worth $31,910,000 after acquiring an additional 14,900 shares during the period. Institutional investors own 66.20% of the company’s stock.
Tesla Stock Up 0.3% Shares of NASDAQ TSLA opened at $357.01 on Thursday. The company has a current ratio of 1.94, a quick ratio of 1.55 and a debt-to-equity ratio of 0.09. Tesla, Inc. has a 12-month low of $297.38 and a 12-month high of $498.83. The firm’s 50-day moving average price is $358.71 and its 200-day moving average price is $383.59. The stock has a market capitalization of $1.41 trillion, a price-to-earnings ratio of 330.57, a P/E/G ratio of 17.98 and a beta of 1.84.
Tesla (NASDAQ:TSLA – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.50 by ($0.17). The company had revenue of $28.24 billion during the quarter, compared to the consensus estimate of $26.42 billion. Tesla had a net margin of 3.67% and a return on equity of 3.82%. Tesla’s revenue for the quarter was up 25.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.33 earnings per share. On average, equities research analysts anticipate that Tesla, Inc. will post 0.88 EPS for the current fiscal year. Wall Street Analyst Weigh In TSLA has been the topic of a number of recent research reports. Citizens Jmp assumed coverage on Tesla in a report on Thursday, July 9th. They issued a “market perform” rating on the stock. Mizuho set a $450.00 price target on Tesla and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Robert W. Baird set a $475.00 price target on shares of Tesla in a research report on Monday, July 27th. Evercore raised shares of Tesla from a “hold” rating to an “outperform” rating in a report on Friday, June 5th. Finally, Needham & Company LLC restated a “hold” rating on shares of Tesla in a research report on Thursday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eighteen have issued a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat, Tesla has an average rating of “Hold” and a consensus price target of $401.74.
Read Our Latest Stock Analysis on TSLA
Insider Buying and Selling In other Tesla news, CFO Vaibhav Taneja sold 2,606 shares of Tesla stock in a transaction on Monday, June 8th. The shares were sold at an average price of $402.20, for a total transaction of $1,048,133.20. Following the completion of the transaction, the chief financial officer directly owned 22,039 shares of the company’s stock, valued at $8,864,085.80. The trade was a 10.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is owned by insiders.
More Tesla News Here are the key news stories impacting Tesla this week:
Positive Sentiment: Cybercab and robotaxi optimism: Tesla has registered 45 purpose-built Cybercabs in Texas, adding credibility to its planned autonomous ride-hailing rollout. Investors are looking for evidence that the vehicle can scale commercially and generate high-margin software or mobility revenue. Tesla’s Cybercab Fleet Hits 45 Ahead of Austin Launch Positive Sentiment: Potential energy-business tailwind: New U.S. power-grid policy restricting certain Chinese equipment could benefit Tesla’s energy-storage operations, providing an additional growth avenue beyond vehicles. Tesla stock investors stand to gain from U.S. power grid Positive Sentiment: Commercial vehicle opportunity: Einride plans to deploy at least 75 Tesla Semi trucks in 2026 and 500 by 2027, giving investors a clearer timeline for a potentially meaningful commercial-vehicle business. Tesla Gets First 2026 Delivery Timeline For Landmark 500 Semi Order Neutral Sentiment: Event expectations are elevated: Morgan Stanley maintained a Hold rating and a $400 price target, warning that a limited initial Cybercab fleet could trigger a selloff. The event must demonstrate more than a prototype—particularly safety, regulatory progress, production capacity and a credible launch schedule. Tesla Cybercab Momentum Balanced by Execution Risks Negative Sentiment: Sales momentum is uneven: China-made EV sales rose only 3.6% year over year in August, sharply slower than July. European registrations were mixed, with major declines in markets including Norway, Sweden, Spain and Portugal despite strong gains in France and Denmark. Tesla’s China-made EV sales extend growth streak, but momentum fades Negative Sentiment: Autonomy and valuation concerns remain: A reported fatal Illinois crash has renewed scrutiny of Tesla’s FSD technology, while Waymo and Zoox are expanding robotaxi services. Analysts and commentators also question whether Tesla’s roughly $1.4 trillion valuation is justified given pressured margins, slowing growth and a PE ratio above 300. Tesla’s FSD Faces Fresh Scrutiny After Fatal Illinois Crash Negative Sentiment: Solar retrenchment: Tesla stopped taking Solar Roof orders and has not reported solar deployment figures since late 2023, reinforcing concerns that some non-automotive initiatives are being deprioritized. Tesla Stopped Reporting Solar Numbers 10 Quarters Ago Tesla Company Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
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Edmond DE Rothschild Holding S.A. purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 17,818 shares of the electric vehicle producer’s stock, valued at approximately $7,494,000.
Other large investors have also recently made changes to their positions in the company. State Street Corp grew its position in Tesla by 0.9% in the 4th quarter. State Street Corp now owns 114,842,934 shares of the electric vehicle producer’s stock worth $51,647,164,000 after purchasing an additional 1,080,085 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Tesla by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 65,700,975 shares of the electric vehicle producer’s stock valued at $29,426,070,000 after buying an additional 375,946 shares during the period. Norges Bank purchased a new position in shares of Tesla in the 4th quarter worth $17,128,100,000. Amundi boosted its stake in shares of Tesla by 14.0% in the 1st quarter. Amundi now owns 22,174,884 shares of the electric vehicle producer’s stock worth $8,243,513,000 after buying an additional 2,727,141 shares during the last quarter. Finally, Corient Private Wealth LLC grew its holdings in shares of Tesla by 3,205.5% in the fourth quarter. Corient Private Wealth LLC now owns 21,459,599 shares of the electric vehicle producer’s stock worth $9,650,811,000 after acquiring an additional 20,810,386 shares during the period. 66.20% of the stock is currently owned by institutional investors.
Tesla Stock Performance Shares of NASDAQ TSLA opened at $357.01 on Thursday. The stock has a market cap of $1.41 trillion, a PE ratio of 330.57, a price-to-earnings-growth ratio of 17.98 and a beta of 1.84. Tesla, Inc. has a 1 year low of $297.38 and a 1 year high of $498.83. The firm has a fifty day moving average price of $358.71 and a 200-day moving average price of $383.59. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.94 and a quick ratio of 1.55.
Tesla (NASDAQ:TSLA – Get Free Report) last issued its earnings results on Thursday, July 23rd. The electric vehicle producer reported $0.33 earnings per share for the quarter, missing the consensus estimate of $0.50 by ($0.17). Tesla had a return on equity of 3.82% and a net margin of 3.67%.The firm had revenue of $28.24 billion during the quarter, compared to the consensus estimate of $26.42 billion. During the same period in the prior year, the company posted $0.33 EPS. The company’s quarterly revenue was up 25.5% on a year-over-year basis. Equities analysts anticipate that Tesla, Inc. will post 0.88 earnings per share for the current fiscal year. Insider Buying and Selling at Tesla In other news, CFO Vaibhav Taneja sold 2,606 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $402.20, for a total value of $1,048,133.20. Following the completion of the transaction, the chief financial officer owned 22,039 shares of the company’s stock, valued at $8,864,085.80. This represents a 10.57% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 19.90% of the stock is currently owned by company insiders.
More Tesla News Here are the key news stories impacting Tesla this week:
Positive Sentiment: Cybercab and robotaxi optimism: Tesla has registered 45 purpose-built Cybercabs in Texas, adding credibility to its planned autonomous ride-hailing rollout. Investors are looking for evidence that the vehicle can scale commercially and generate high-margin software or mobility revenue. Tesla’s Cybercab Fleet Hits 45 Ahead of Austin Launch Positive Sentiment: Potential energy-business tailwind: New U.S. power-grid policy restricting certain Chinese equipment could benefit Tesla’s energy-storage operations, providing an additional growth avenue beyond vehicles. Tesla stock investors stand to gain from U.S. power grid Positive Sentiment: Commercial vehicle opportunity: Einride plans to deploy at least 75 Tesla Semi trucks in 2026 and 500 by 2027, giving investors a clearer timeline for a potentially meaningful commercial-vehicle business. Tesla Gets First 2026 Delivery Timeline For Landmark 500 Semi Order Neutral Sentiment: Event expectations are elevated: Morgan Stanley maintained a Hold rating and a $400 price target, warning that a limited initial Cybercab fleet could trigger a selloff. The event must demonstrate more than a prototype—particularly safety, regulatory progress, production capacity and a credible launch schedule. Tesla Cybercab Momentum Balanced by Execution Risks Negative Sentiment: Sales momentum is uneven: China-made EV sales rose only 3.6% year over year in August, sharply slower than July. European registrations were mixed, with major declines in markets including Norway, Sweden, Spain and Portugal despite strong gains in France and Denmark. Tesla’s China-made EV sales extend growth streak, but momentum fades Negative Sentiment: Autonomy and valuation concerns remain: A reported fatal Illinois crash has renewed scrutiny of Tesla’s FSD technology, while Waymo and Zoox are expanding robotaxi services. Analysts and commentators also question whether Tesla’s roughly $1.4 trillion valuation is justified given pressured margins, slowing growth and a PE ratio above 300. Tesla’s FSD Faces Fresh Scrutiny After Fatal Illinois Crash Negative Sentiment: Solar retrenchment: Tesla stopped taking Solar Roof orders and has not reported solar deployment figures since late 2023, reinforcing concerns that some non-automotive initiatives are being deprioritized. Tesla Stopped Reporting Solar Numbers 10 Quarters Ago Analysts Set New Price Targets TSLA has been the topic of a number of recent research reports. Glj Research reissued a “sell” rating on shares of Tesla in a report on Tuesday, August 18th. BNP Paribas Exane lowered shares of Tesla from a “hold” rating to an “underperform” rating in a research report on Friday, June 5th. Wells Fargo & Company reiterated an “underweight” rating and issued a $130.00 price objective (up from $125.00) on shares of Tesla in a research note on Tuesday, July 14th. DZ Bank raised shares of Tesla from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 23rd. Finally, Stifel Nicolaus set a $491.00 target price on shares of Tesla and gave the company a “buy” rating in a research report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eighteen have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Tesla presently has an average rating of “Hold” and an average target price of $401.74.
Read Our Latest Research Report on TSLA
Tesla Profile (Free Report)
Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.
Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.
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